-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
ROBERT B DAUGHERTY FOUNDATION
% JOHN WILSON
Number and street (or P.O. box number if mail is not delivered to street address)
ONE VALMONT PLAZA Suite 202
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Omaha
,
NE
68154
A Employer identification number
36-3766006
B
Telephone number (see instructions)
(402) 933-4663
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
765,961,826
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
0
2
Check
.............
3
Interest on savings and temporary cash investments
390,592
390,592
4
Dividends and interest from securities
...
11,654,731
11,644,930
9,801
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
20,551,950
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
20,551,950
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)
.......
2,368,456
2,368,456
12
Total.
Add lines 1 through 11
........
34,965,729
34,955,928
9,801
13
Compensation of officers, directors, trustees, etc.
799,123
159,825
639,298
14
Other employee salaries and wages
......
354,705
70,941
283,764
15
Pension plans, employee benefits
.......
223,299
44,660
178,639
16a
Legal fees (attach schedule)
.........
21,882
19,694
0
2,188
b
Accounting fees (attach schedule)
.......
64,790
58,311
0
6,479
c
Other professional fees (attach schedule)
....
3,298,437
3,201,439
96,998
17
Interest
...............
343,808
343,808
18
Taxes (attach schedule) (see instructions)
...
532,682
210,327
42,355
19
Depreciation (attach schedule) and depletion
...
129,959
129,959
20
Occupancy
..............
210,290
42,058
168,232
21
Travel, conferences, and meetings
.......
22,482
4,496
17,986
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
8,082,379
7,862,137
189,269
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
14,083,836
12,147,655
0
1,625,208
25
Contributions, gifts, grants paid
.......
38,391,025
38,391,025
26
Total expenses and disbursements.
Add lines 24 and 25
52,474,861
12,147,655
0
40,016,233
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-17,509,132
b
Net investment income
(if negative, enter -0-)
22,808,273
c
Adjusted net income
(if negative, enter -0-)
...
9,801
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
10,037,436
14,474,245
14,474,245
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
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)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
677,752,601
749,890,212
749,890,212
14
Land, buildings, and equipment: basis
1,440,079
Less: accumulated depreciation (attach schedule)
1,171,952
392,773
268,127
268,127
15
Other assets (describe
)
288,465
1,329,242
1,329,242
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
688,471,275
765,961,826
765,961,826
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
688,471,275
765,961,826
25
Net assets with donor restrictions
............
0
0
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
688,471,275
765,961,826
30
Total liabilities and net assets/fund balances
(see instructions)
.
688,471,275
765,961,826
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
688,471,275
2
Enter amount from Part I, line 27a
.....................
2
-17,509,132
3
Other increases not included in line 2 (itemize)
3
94,999,683
4
Add lines 1, 2, and 3
..........................
4
765,961,826
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
765,961,826
Form
990-PF
(2019)
Form 990-PF (2019)
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
OTHER - DETAIL AVAILABLE UPON REQUEST
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
20,551,950
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
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
20,551,950
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
...................
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?
Yes
No
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))
2018
38,170,973
748,475,158
0.050998
2017
35,930,871
739,288,066
0.048602
2016
35,981,669
696,823,961
0.051637
2015
36,913,072
729,101,589
0.050628
2014
35,215,602
763,059,100
0.046151
2
Total
of line 1, column (d)
.....................
2
0.248016
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
0.049603
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
735,960,603
5
Multiply line 4 by line 3
......................
5
36,505,854
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
228,083
7
Add lines 5 and 6
........................
7
36,733,937
8
Enter qualifying distributions from Part XII, line 4
,.............
8
40,016,233
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
228,083
here
and 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
3
Add lines 1 and 2
...........................
3
228,083
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
228,083
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
474,838
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
474,838
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
246,755
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
246,755
Refunded
11
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
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)
NE
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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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 address
14
The books are in care of
JOHN WILSON
Telephone no.
(402) 933-4663
Located at
ONE VALMONT PLAZA SUITE 202
OMAHA
NE
ZIP+4
68154
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
Yes
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
EI
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
3b
No
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
No
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
J TIMOTHY DAUGHERTY
trustee
1.0
35,000
0
0
ONE VALMONT PLAZA
202
Omaha
,
NE
68154
ROBERT DAUGHERTY III
TRUSTEE
1.0
35,000
0
2,860
ONE VALMONT PLAZA
202
Omaha
,
NE
68154
F JOE DAUGHERTY
TRUSTEE
1.0
35,000
0
0
ONE VALMONT PLAZA
202
Omaha
,
NE
68154
MOGENS BAY
TRUSTEE
1.0
35,000
0
0
ONE VALMONT PLAZA
202
Omaha
,
NE
68154
KEN STINSON
TRUSTEE
1.0
35,000
0
0
ONE VALMONT PLAZA
202
Omaha
,
NE
68154
JOHN K WILSON
EXECUTIVE DIRECTOR
40.0
409,538
58,684
0
ONE VALMONT PLAZA
202
Omaha
,
NE
68154
KIMBERLY YUNGTUM
DEPUTY EXECUTIVE DIRECTOR &
40.0
214,585
46,743
0
ONE VALMONT PLAZA
202
Omaha
,
NE
68154
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
REBECCA NADGWICK
CONTROLLER/MANAGER
40.0
129,838
37,679
0
ONE VALMONT PLAZA
OMAHA
,
NE
68154
JULIE DAVIS
TECHNOLOGY OFFICER
40.0
59,523
20,598
0
ONE VALMONT PLAZA
OMAHA
,
NE
68154
SARA SEMIN
GRANTS RESEARCHER
40.0
103,185
24,582
0
ONE VALMONT PLAZA
OMAHA
,
NE
68154
LINDSAY SHANNON
EXECUTIVE ASSISTANT
40.0
60,431
24,312
0
ONE VALMONT PLAZA
OMAHA
,
NE
68154
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
PRODIGY ASSET MANAGEMENT LLC
INVESTMENT SERVICES
1,143,667
14100 CRAWFORD STREET
BOYS TOWN
,
NE
68010
BNY Mellon NA
investment services
273,824
PO BOX 223230
PITTSBURGH
,
PA
152512230
EDGEWOOD MANAGEMENT LLC
investment services
184,700
535 MADISON AVE 15TH FLOOR
NEW YORK
,
NY
10022
CONESTOGA CAPITAL ADVISORS
investment services
161,633
550 E SWEDESFORD ROAD SUITE 120
WAYNE
,
PA
19087
EAGLE CAPITAL MANAGEMENT LLC
INVESTMENT SERVICES
145,218
499 PARK AVENUE 17TH FLOOR
NEW YORK
,
NY
10022
Total
number of others receiving over $50,000 for professional services
.............
5
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
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
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
727,841,501
b
Average of monthly cash balances
.......................
1b
18,606,525
c
Fair market value of all other assets (see instructions)
................
1c
720,099
d
Total
(add lines 1a, b, and c)
.........................
1d
747,168,125
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
747,168,125
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
11,207,522
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
735,960,603
6
Minimum investment return.
Enter 5% of line 5
..................
6
36,798,030
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
36,798,030
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
228,083
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
228,083
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
36,569,947
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
36,569,947
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
36,569,947
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
40,016,233
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
40,016,233
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
228,083
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
39,788,150
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
36,569,947
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
30,478,552
b
Total for prior years:
2017
,
2016
,
2015
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
0
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
40,016,233
a
Applied to 2018, but not more than line 2a
30,478,552
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
9,537,681
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
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
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
27,032,266
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)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
0
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
NONE
b
List 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.
NONE
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
KIMBERLY YUNGTUM
ONE VALMONT PLAZA SUITE 202
OMAHA
,
NE
68154
(402) 933-4663
b
The form in which applications should be submitted and information and materials they should include:
ATTACHMENT 18
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PRIMARILY FOR ORGANIZATIONS IN THE STATE OF NEBRASKA, PARTICULARLY IN THE GREATER OMAHA AREA.
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
American National Red Cross
2912 S 80th Ave
Omaha
,
NE
68124
none
PC
Program/Project Support
50,000
Applied Information Management Institute
1905 Harney Street Ste 300
Omaha
,
NE
68102
none
PC
Program/Project Support
125,000
Aqua-Africa Inc
417 N 40th Street
Omaha
,
NE
68131
none
PC
General Operating Support
50,000
At Ease Usa
PO Box 24465
Omaha
,
NE
68124
none
PC
Program/Project Support
100,000
Autism Action Partnership
10110 Nicholas Ave Suite 202
Omaha
,
NE
68114
none
PC
Program/Project Support
80,000
Avenue Scholars Foundation
7101 Mercy Rd Ste 240
Omaha
,
NE
68106
none
PC
Program/Project Support
350,000
Bemis Center For Contemporary Arts
724 South 12th Street
Omaha
,
NE
68012
none
PC
General Operating Support
50,000
Bethany Lutheran Church
4200 N 204th St
Elkhorn
,
NE
68022
none
PC
Program/Project Support
2,000
Big Brothers Big Sisters Of The Midlands
10831 Old Mill Road Suite 400
Omaha
,
NE
68154
none
PC
General Operating Support
60,000
Boys And Girls Clubs Of The Midlands
2610 Hamilton Street
Omaha
,
NE
68131
none
PC
Capital Fund/Renovation
1,000,000
Boys And Girls Clubs Of The Midlands
2610 Hamilton Street
Omaha
,
NE
68131
none
PC
General Operating Support
200,000
Boys And Girls Clubs Of The Midlands
2610 Hamilton Street
Omaha
,
NE
68131
none
PC
Program/Project Support
600,000
Career Services Inc
1501 Plum Creek Parkway Suite 5
Lexington
,
NE
68850
none
PC
Program/Project Support
75,000
Carleton College
One North College Street
Northfield
,
MN
55057
none
PC
Capital Fund/Renovation
1,000,000
Casa for Douglas County
2412 St Marys Avenue
Omaha
,
NE
68105
none
PC
General Operating Support
50,000
Casa for Douglas County
2412 St Marys Avenue
Omaha
,
NE
68105
none
PC
Capital Fund/Renovation
80,000
Celebrating Nebraska Statehood Inc
201 N 8th St Suite 215
Lincon
,
NE
68508
none
PC
Capital Fund/Renovation
32,735
Central High School Foundation
1111 N 13th Street Ste 318
Omaha
,
NE
68102
none
PC
Capital Fund/Renovation
100,000
Child Saving Institute Inc
4545 Dodge Street
Omaha
,
NE
68132
none
PC
General Operating Support
40,000
Childrens Hospital & Medical Center Foundation
8404 Indian Hills Drive Floor 6W
Omaha
,
NE
68114
none
PC
Capital Fund/Renovation
400,000
Children's Respite Care Center Inc
5321 S 138th Street
Omaha
,
NE
68137
none
PC
Program/Project Support
50,000
Childrens Scholarship Fund Of Omaha
7101 Mercy Road Suite 150
Omaha
,
NE
68106
none
PC
Program/Project Support
250,000
City of Omaha Police Foundation Inc
6457 Frances Street Suite 100
Omaha
,
NE
68106
none
PC
Program/Project Support
371,894
City of Omaha Public Library Foundation
215 South 15th Street
Omaha
,
NE
68102
none
PC
General Operating Support
35,000
Collective For Youth
105 N 31st Ave Suite 103
Omaha
,
NE
68131
none
PC
General Operating Support
75,000
College Possible
900 South 74th Plaza Suite 200
Omaha
,
NE
68114
none
PC
General Operating Support
200,000
Columbus Area United Way Inc
3020 18th St Ste 8
Columbus
,
NE
68601
none
PC
Program/Project Support
80,000
Completely Kids
2566 St Marys Ave
Omaha
,
NE
68105
none
PC
Capital Fund/Renovation
400,000
Completely Kids
2566 St Marys Ave
Omaha
,
NE
68105
none
PC
General Operating Support
150,000
Creighton University
2500 California Plaza
Omaha
,
NE
68178
none
PC
Capital Fund/Renovation
1,000,000
Douglas County Community Emergency and Natural
DISASTER RECOVERY GROUP
7506 N 285TH AVE CIR
Valley
,
NE
68064
none
PC
Program/Project Support
50,000
Downtown Omaha Inc Foundation
PO Box 8312
Omaha
,
NE
68108
none
PC
Program/Project Support
25,000
Downtown Riverfront Trust
10050 Regency Circle Suite 101
Omaha
,
NE
68114
none
PC
Capital Fund/Renovation
7,000,000
Family Housing Advisory Services Inc
2401 Lake Street
Omaha
,
NE
68111
none
PC
General Operating Support
50,000
Film Streams
1340 Mike Fahey Street
Omaha
,
NE
68102
none
PC
General Operating Support
50,000
Fontenelle Forest
1111 Bellevue Blvd N
Bellevue
,
NE
68005
none
PC
General Operating Support
25,000
Food Bank For The Heartland
10525 J Street
Omaha
,
NE
68127
none
PC
General Operating Support
250,000
Food Bank For The Heartland
10525 J Street
Omaha
,
NE
68127
none
PC
Program/Project Support
200,000
Fremont Area Community Foundation Inc
PO Box 182
Fremont
,
NE
68026
none
PC
Program/Project Support
70,000
Fremont Area United Way
445 E 1st St Ste 1
Fremont
,
NE
68025
none
PC
Program/Project Support
50,000
Girl Scouts-Spirit Of Nebraska
2121 S 44th Street
Omaha
,
NE
68105
none
PC
Program/Project Support
25,000
Girls Incorporated of Omaha
2811 N 45th St
Omaha
,
NE
68104
none
PC
Capital Fund/Renovation
500,000
Grand Island Area Habitat for Humanity
502 West 2nd St
Grand Island
,
NE
68801
none
PC
Capital Fund/Renovation
60,000
Great Plains Annual Conference of the United
METHODIST CHURCH
1207 SW Executive Drive
Topeka
,
KS
66615
none
PC
Program/Project Support
15,000
Greater Loup Valley Activities Inc
1514 K Street
Ord
,
NE
68862
none
PF
Capital Fund/Renovation
100,000
Habitat For Humanity OF OMAHA
1701 N 24th Street
Omaha
,
NE
68110
none
PC
Program/Project Support
300,000
Hastings College Foundation
2922 N 61st St Studio 2
Omaha
,
NE
68104
none
SO I
Capital Fund/Renovation
500,000
Heartland Bike Share
1144 N 11th St Suite B
Omaha
,
NE
68102
none
PC
General Operating Support
10,000
Heartland Equine Therapeutic Riding Academy Inc
10130 S 222nd Street
Gretna
,
NE
68028
none
PC
Program/Project Support
50,000
Heartland United Way
1441 N Webb Road
Grand Island
,
NE
68803
none
PC
Program/Project Support
71,000
Heritage Services
10050 Regency Circle Suite 101
Omaha
,
NE
68114
none
PC
Capital Fund/Renovation
1,000,000
Intercultural Senior Center
5545 Center Street
Omaha
,
NE
68106
none
PC
General Operating Support
50,000
Intercultural Senior Center
5545 Center Street
Omaha
,
NE
68106
none
PC
Capital Fund/Renovation
150,000
Joslyn Art Museum
2200 Dodge Street
Omaha
,
NE
68102
none
PC
Capital Fund/Renovation
250,000
Justice For Our Neighbors Nebraska
4223 Center Street
Omaha
,
NE
68105
none
PC
General Operating Support
50,000
Kids Can Community Center
4860 Q Street
Omaha
,
NE
68117
none
PC
General Operating Support
50,000
LEAP Foundation for Research to Practice Inc
1150 Smith Rd
Peconic
,
NY
11958
none
PC
Program/Project Support
8,500
Lexington Community Foundation
607 N Washington St
Lexington
,
NE
68850
none
PC
Capital Fund/Renovation
40,000
Lift Up Sarpy County
119 W Mission
Bellevue
,
NE
68005
none
PC
Program/Project Support
85,000
Lighthouse
2601 N Street
Lincoln
,
NE
68510
none
PC
General Operating Support
20,000
Lincoln Literacy Council
745 S 9th Street
Lincoln
,
NE
68508
none
PC
General Operating Support
15,000
Literacy Council of Grand Island Inc
312 N Elm St Suite 101
Grand Island
,
NE
68801
none
PC
General Operating Support
20,000
Merrymakers Association
12020 Shamrock Plaza Suite 200
Omaha
,
NE
68154
none
PC
General Operating Support
25,000
Metropolitan Community College Foundation
5300 N 30th Street
Omaha
,
NE
68111
none
PC
Program/Project Support
326,196
Micah House Corporation
1415 Avenue J
Council Bluffs
,
IA
51501
none
PC
GENERAL OPERATING SUPPORT
25,000
Micah House Corporation
1415 Avenue J
Council Bluffs
,
IA
51501
none
PC
Capital Fund/Renovation
250,000
National Arbor Day Foundation
211 N 12th Ste 105
Lincoln
,
NE
68508
none
PC
Capital Fund/Renovation
100,000
Nature Conservancy
111 W River Parkway Suite 200
Minneapolis
,
MN
55415
none
PC
Program/Project Support
150,000
Nebraska Alliance of Child Advocacy Centers
11949 Q Street
Omaha
,
NE
68137
none
PC
General Operating Support
25,000
Nebraska Casa Association
1618 L Street
Lincoln
,
NE
68508
none
PC
General Operating Support
25,000
Nebraska Children And Families Foundation
215 Centennial Mall Ste 200
Lincoln
,
NE
68508
none
PC
Program/Project Support
200,000
Nebraska Community Foundation
PO Box 83107
Lincoln
,
NE
68501
none
PC
Capital Fund/Renovation
225,000
Nebraska Cultural Endowment
1004 Farnam St Plaza Level
Omaha
,
NE
68102
none
PC
General Operating Support
75,000
Nebraska Game And Parks Foundation
P O Box 36
Waverly
,
NE
68462
none
PC
Capital Fund/Renovation
1,000,000
Nebraska Humane Society
8929 Fort Street
Omaha
,
NE
68134
none
PC
Capital Fund/Renovation
250,000
Nebraska Humane Society
8929 Fort Street
Omaha
,
NE
68134
none
PC
Program/Project Support
100,000
Nebraska Shakespeare Festival Inc
2500 California Plaza
Omaha
,
NE
68178
none
PC
Program/Project Support
10,000
Nebraska Wesleyan University
5000 Saint Paul Avenue
Lincoln
,
NE
68504
none
PC
Capital Fund/Renovation
500,000
Nevis Public Schools
210 Pleasant Street
Nevis
,
MN
56467
none
GOV
Program/Project Support
10,000
Nonprofit Association of the Midlands
11205 Wright Circle 210
Omaha
,
NE
68144
none
PC
General Operating Support
30,000
Northstar Foundation
4242 N 49th Avenue
Omaha
,
NE
68104
none
PC
General Operating Support
100,000
Ollie Webb Center Inc
1941 S 42nd St Ste 122
Omaha
,
NE
68105
none
PC
General Operating Support
25,000
Omaha Botanical Center Inc
100 Bancroft Street
Omaha
,
NE
68108
none
PC
Program/Project Support
75,000
Omaha Children's Museum Inc
500 South 20 Street
Omaha
,
NE
68102
none
PC
General Operating Support
50,000
Omaha Community Playhouse
6915 Cass Street
Omaha
,
NE
68132
none
PC
General Operating Support
50,000
Omaha Conservatory Of Music
7023 Cass St
Omaha
,
NE
68132
none
PC
Program/Project Support
65,000
Omaha Development Foundation
808 Conagra Drive Suite 400
Omaha
,
NE
68102
none
PC
Program/Project Support
100,000
Omaha Performing Arts Society
1200 Douglas Street
Omaha
,
NE
68102
none
PC
General Operating Support
257,500
Omaha Salvation Army
10755 Burt Street
Omaha
,
NE
68114
none
PC
Program/Project Support
100,000
Omaha Schools Foundation
3861 Farnam St
Omaha
,
NE
68131
none
PC
Capital Fund/Renovation
384,200
Omaha Summer Arts Festival Inc
PO Box 31036
Omaha
,
NE
68131
none
PC
Program/Project Support
40,000
Omaha Symphony Association
1905 Harney St Ste 400
Omaha
,
NE
68102
none
PC
General Operating Support
275,000
Omaha Zoo Foundation
3701 South 10th Street
Omaha
,
NE
68107
none
SO I
Capital Fund/Renovation
5,000,000
Oneworld Community Health Centers Inc
4920 S 30th St Ste 103
Omaha
,
NE
68107
none
PC
General Operating Support
35,000
Oneworld Community Health Centers Inc
4920 S 30th St Ste 103
Omaha
,
NE
68107
none
PC
Program/Project Support
175,000
Police Athletics for Community Engagement
5105 S 37th St
Omaha
,
NE
68124
none
PC
General Operating Support
115,000
Project Harmony
11949 Q Street
Omaha
,
NE
68137
none
PC
Program/Project Support
349,000
Project Houseworks
2316 South 24th Street
Omaha
,
NE
68108
none
PC
General Operating Support
50,000
Ronald McDonald House Charities In Omaha Inc
620 South 38th Avenue
Omaha
,
NE
68105
none
PC
General Operating Support
50,000
Santa Monica Inc
401 South 39th Street
Omaha
,
NE
68131
none
PC
General Operating Support
20,000
Seal-Naval Special Warfare Foundation-San Diego
300 Calsbad Village Drive Ste 108a
Carlsbad
,
CA
92008
none
PC
Program/Project Support
25,000
Seventy-Five North Revitalization Corporation
2112 N 30th St Ste 200
Omaha
,
NE
68111
none
PC
Capital Fund/Renovation
625,000
Share Omaha
10340 North 84th Street
Omaha
,
NE
68122
none
PC
General Operating Support
125,000
Special Olympics Nebraska Inc
9427 F Street
Omaha
,
NE
68127
none
PC
General Operating Support
50,000
TeamMates Mentoring Program
11850 Nicholas Street Suite 130
Omaha
,
NE
68154
none
PC
General Operating Support
100,000
The Durham Museum
801 S 10th St
Omaha
,
NE
68108
none
PC
Capital Fund/Renovation
250,000
Together Inc Of Metropolitan Omaha
812 S 24th Street
Omaha
,
NE
68108
none
PC
General Operating Support
100,000
United Way of the Kearney Area Inc
4009 6th Ave Ste 19
Kearney
,
NE
68845
none
PC
Program/Project Support
140,000
United Way Of The Midlands
2201 Farnam Street
Omaha
,
NE
68102
none
PC
Program/Project Support
535,000
University Of Nebraska Foundation
1010 Lincoln Mall Ste 300
Lincoln
,
NE
68508
none
PC
Capital Fund/Renovation
1,500,000
University Of Nebraska Foundation
1010 Lincoln Mall Ste 300
Lincoln
,
NE
68508
none
PC
Program/Project Support
3,895,000
Urban League Of Nebraska
3040 Lake Street
Omaha
,
NE
68111
none
PC
General Operating Support
125,000
Volunteers Assisting Seniors
1941 S 42nd St Ste 312
Omaha
,
NE
68105
none
PC
Program/Project Support
20,000
West Point Community Foundation
PO Box 125
West Point
,
NE
68788
none
PC
Capital Fund/Renovation
200,000
Westside Community Schools Foundation Inc
1101 South 90th Street
Omaha
,
NE
68124
none
PC
Capital Fund/Renovation
200,000
Womens Center For Advancement
3801 Harney Street
Omaha
,
NE
68131
none
PC
General Operating Support
100,000
Young Mens Christian Association (dba Fremont
FAMILY YMCA
810 N Lincoln Ave
Fremont
,
NE
68025
none
PC
Capital Fund/Renovation
1,000,000
Young Mens Christian Association (dba Norfolk
FAMILY YMCA
301 W Benjamin Ave
Norfolk
,
NE
68701
none
PC
Capital Fund/Renovation
500,000
Youth Care & Beyond Inc
2819 S 125th Avenue Suite 276
Omaha
,
NE
68144
none
PC
General Operating Support
23,000
Youth Emergency Services Inc
2679 Farnam Street Suite 205
Omaha
,
NE
68131
none
PC
General Operating Support
40,000
Total
.................................
3a
38,391,025
b
Approved for future payment
APPLIED INFORMATION MANAGEMENT INSTITUTE
1905 HARNEY STREET STE 300
OMAHA
,
NE
68102
NONE
PC
PROGRAM/PROJECT SUPPORT
250,000
AUTISM ACTION PARTNERSHIP
10110 NICHOLAS AVE SUITE 202
OMAHA
,
NE
68114
NONE
PC
PROGRAM/PROJECT SUPPORT
50,000
BLUE BARN THEATRE
1106 SOUTH 10TH STREET
OMAHA
,
NE
68108
NONE
PC
GENERAL OPERATING SUPPORT
90,000
BLUEPRINT NEBRASKA
PO BOX 94985
LINCOLN
,
NE
68509
NONE
SO I
PROGRAM/PROJECT SUPPORT
250,000
BOYS AND GIRLS CLUBS OF THE MIDLANDS
2610 HAMILTON STREET
OMAHA
,
NE
68131
NONE
PC
PROGRAM/PROJECT SUPPORT
1,000,000
CASA FOR DOUGLAS COUNTY
2412 ST MARYS AVENUE
OMAHA
,
NE
68105
NONE
PC
GENERAL OPERATING SUPPORT
100,000
CHADRON STATE FOUNDATION
1000 MAIN STREET
CHADRON
,
NE
69337
NONE
PC
CAPITAL FUND/RENOVATION
250,000
CHRISTIAN HOME ASSOCIATION
N 6TH ST AVE E
COUNCIL BLUFFS
,
IA
51502
NONE
PC
CAPITAL FUND/RENOVATION
250,000
CITY OF CLAY CENTER NEBRASKA
PO BOX 163
CLAY CENTER
,
NE
68933
NONE
GOV
CAPITAL FUND/RENOVATION
50,000
CITY OF FULLERTON NEBRASKA
903 BROADWAY
FULLERTON
,
NE
68638
NONE
GOV
CAPITAL FUND/RENOVATION
100,000
CITY OF OMAHA POLICE FOUNDATION INC
6457 FRANCES STREET SUITE 100
OMAHA
,
NE
68106
NONE
PC
PROGRAM/PROJECT SUPPORT
150,000
CITY OF OMAHA PUBLIC LIBRARY FOUNDATION
215 SOUTH 15TH STREET
OMAHA
,
NE
68102
NONE
PC
GENERAL OPERATING SUPPORT
70,000
COMPLETELY KIDS
2566 ST MARYS AVENUE
OMAHA
,
NE
68105
NONE
PC
GENERAL OPERATING SUPPORT
300,000
COUNCIL BLUFFS SOCCER CLUB INC
PO BOX 1993
COUNCIL BLUFFS
,
IA
51502
NONE
PC
CAPITAL FUND/RENOVATION
750,000
GIRL SCOUTS-SPIRIT OF NEBRASKA
2121 S 44TH STREET
OMAHA
,
NE
68105
NONE
PC
PROGRAM/PROJECT SUPPORT
50,000
GRAND ISLAND AREA HABITAT FOR HUMANITY
502 WEST 2ND STREET
GRAND ISLAND
,
NE
68801
NONE
PC
CAPITAL FUND/RENOVATION
40,000
HABITAT FOR HUMANITY OF OMAHA
1701 N 24TH STREET
OMAHA
,
NE
68110
NONE
PC
PROGRAM/PROJECT SUPPORT
600,000
JOSLYN ART MUSEUM
2200 DODGE STREET
OMAHA
,
NE
68102
NONE
PC
CAPITAL FUND/RENOVATION
750,000
JUSTICE FOR OUR NEIGHBORS NEBRASKA
4223 CENTER STREET
OMAHA
,
NE
68105
NONE
PC
GENERAL OPERATING SUPPORT
100,000
KANEKO
1111 JONES STREET
OMAHA
,
NE
68102
NONE
PC
PROGRAM/PROJECT SUPPORT
100,000
LAKE CUNNINGHAM DEVELOPMENT TRUST
17950 BURT STREET
OMAHA
,
NE
68118
NONE
PC
CAPITAL FUND/RENOVATION
3,000,000
MALCOLM YOUTH SPORTS ASSOCIATION
PO BOX 95
MALCOLM
,
NE
68402
NONE
PC
CAPITAL FUND/RENOVATION
125,000
MERRYMAKERS ASSOCIATION
12020 SHAMROCK PLAZA SUITE 200
OMAHA
,
NE
68154
NONE
PC
GENERAL OPERATING SUPPORT
50,000
NATIONAL ARBOR DAY FOUNDATION
211 N 12TH STREET STE 105
LINCOLN
,
NE
68508
NONE
PC
CAPITAL FUND/RENOVATION
150,000
NEBRASKA CHILDREN AND FAMILIES FOUNDATION
215 CENTENNIAL MALL S STE 200
LINCOLN
,
NE
68508
NONE
PC
PROGRAM/PROJECT SUPPORT
300,000
NEBRASKA HUMANE SOCIETY
8929 FORT STREET
OMAHA
,
NE
68134
NONE
PC
PROGRAM/PROJECT SUPPORT
200,000
NEBRASKA LUTHERAN CAMPUS MINISTRY INC
211 N 14TH STREET
LINCOLN
,
NE
68508
NONE
PC
CAPITAL FUND/RENOVATION
100,000
NEBRASKA PHILANTHROPIC TRUST
10050 REGENCY CIRCLE SUITE 101
OMAHA
,
NE
68114
NONE
PC
CAPITAL FUND/RENOVATION
3,000,000
NONPROFIT ASSOCIATION OF THE MIDLANDS
11205 WRIGHT CIRCLE 210
OMAHA
,
NE
68144
NONE
PC
CAPITAL FUND/RENOVATION
100,000
NORTHSTAR FOUNDATION
4242 N 49TH AVENUE
OMAHA
,
NE
68104
NONE
PC
CAPITAL FUND/RENOVATION
1,000,000
OLLIE WEBB CENTER INC
1941 S 42ND ST STE 122
OMAHA
,
NE
68105
NONE
PC
GENERAL OPERATING SUPPORT
50,000
OMAHA CONSERVATORY OF MUSIC
7023 CASS ST
OMAHA
,
NE
68132
NONE
PC
CAPITAL FUND/RENOVATION
250,000
OMAHA MUNICIPAL LAND BANK
1141 N 11TH ST
OMAHA
,
NE
68102
NONE
PC
GENERAL OPERATING SUPPORT
300,000
OMAHA SYMPHONY ASSOCIATION
1905 HARNEY ST STE 400
OMAHA
,
NE
68102
NONE
PC
GENERAL OPERATING SUPPORT
250,000
POTTAWATTAMIE ARTS CULTURE & ENTERTAINMENT
1228 SOUTH MAIN STREET STE 115
COUNCIL BLUFFS
,
IA
51503
NONE
PC
GENERAL OPERATING SUPPORT
150,000
PROJECT HARMONY
11949 Q STREET
OMAHA
,
NE
68137
NONE
PC
PROGRAM/PROJECT SUPPORT
800,000
PROJECT HOUSEWORKS
2316 SOUTH 24TH STREET
OMAHA
,
NE
68108
NONE
PC
GENERAL OPERATING SUPPORT
100,000
RISE ACADEMY
3555 FARNAM ST SUITE 209
OMAHA
,
NE
68131
NONE
PC
CAPITAL FUND/RENOVATION
300,000
SHELTERING TREE INC
PO BOX 4990
OMAHA
,
NE
68104
NONE
PC
CAPITAL FUND/RENOVATION
500,000
SIOUXLAND TENNIS ASSOCIATION INC
117 BROADMOOR DRIVE
SOUTH SIOUX CITY
,
NE
68776
NONE
PC
CAPITAL FUND/RENOVATION
50,000
SPARK
1141 N 11TH STREET
OMAHA
,
NE
68102
NONE
PC
GENERAL OPERATING SUPPORT
25,000
TEAMMATES MENTORING PROGRAM
11850 NICHOLAS STREET SUITE 130
OMAHA
,
NE
68154
NONE
PC
GENERAL OPERATING SUPPORT
200,000
THE DURHAM MUSEUM
801 S 10TH ST
OMAHA
,
NE
68108
NONE
PC
CAPITAL FUND/RENOVATION
60,000
TOGETHER INC OF METROPOLITAN OMAHA
812 S 24TH STREET
OMAHA
,
NE
68108
NONE
PC
GENERAL OPERATING SUPPORT
300,000
UNIVERSITY OF NEBRASKA FOUNDATION
1010 LINCOLN MALL STE 300
LINCOLN
,
NE
68508
NONE
PC
PROGRAM/PROJECT SUPPORT
437,500
UNIVERSITY OF NEBRASKA FOUNDATION
1010 LINCOLN MALL STE 300
LINCOLN
,
NE
68508
NONE
PC
CAPITAL FUND/RENOVATION
10,000,000
URBAN LEAGUE OF NEBRASKA
3040 LAKE STREET
OMAHA
,
NE
68111
NONE
PC
GENERAL OPERATING SUPPORT
240,000
WEST POINT COMMUNITY THEATRE
237 N MAIN ST
WEST POINT
,
NE
68788
NONE
PC
CAPITAL FUND/RENOVATION
100,000
WILLA CATHER FOUNDATION
413 NORTH WEBSTER STREET
RED CLOUD
,
NE
68970
NONE
PC
GENERAL OPERATING SUPPORT
150,000
WILLA CATHER FOUNDATION
413 NORTH WEBSTER STREET
RED CLOUD
,
NE
68970
NONE
PC
CAPITAL FUND/RENOVATION
200,000
WOMENS CENTER FOR ADVANCEMENT
3801 HARNEY STREET
OMAHA
,
NE
68131
NONE
PC
GENERAL OPERATING SUPPORT
200,000
YMCA OF GREATER OMAHA
430 SOUTH 20TH ST
OMAHA
,
NE
68102
NONE
PC
CAPITAL FUND/RENOVATION
1,000,000
BEATRICE MARY YMCA
1801 SCOTT ST
BEATRICE
,
NE
68310
NONE
PC
CAPITAL FUND/RENOVATION
250,000
Total
.................................
3b
29,237,500
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
390,592
4
Dividends and interest from securities
....
14
11,654,731
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
20,551,950
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
PARTNERSHIP INCOME
24
2,575,982
b
NET RENTAL REAL ESTATE LOSS
-207,526
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
34,965,729
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
34,965,729
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description