| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNTING | 16,955 | 0 | 16,955 |
| Identifier | Return Reference | Explanation |
|---|---|---|
| PROPERTY DISTRIBUTIONS VALUED AT FAIR MARKET VALUE | FORM 990, PART III, LINE 3 | DURING 2020, 16 PROPERTY DISTRIBUTION GRANTS WERE MADE TO NINE (9) SECTION 501(C)(3) CHARITABLE ORGANIZATIONS. ALL PROPERTY DISTRIBUTIONS WERE OF BERKSHIRE HATHAWAY CLASS B STOCK. THE FAIR MARKET VALUE AND BOOK VALUE OF THE DISTRIBUTED SHARES WAS $18,857,781 AND $19,209,259, RESPECTIVELY. THE DONATED STOCK'S DEPRECIATION IN VALUE, $351,472, IS REPORTED ON FORM 990-PF, PART III, LINE 3. |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| BERKSHIRE HATHAWAY - CLASS B | 168,338 | 168,338 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| LEGAL | 6,914 | 0 | 6,914 |
| Description | Beginning of Year - Book Value | End of Year - Book Value | End of Year - Fair Market Value |
|---|---|---|---|
| STONEHENGE NEBRASKA NMTC INVESTMENT FUND II, LLC | 4,025,000 | 0 | 0 |
| USBCDC INVESTMENT FUND 102, LLC | 4,106,205 | 0 | 0 |
| Description | Amount |
|---|---|
| CHANGE IN VALUE OF DONATED STOCK | 351,472 |
| UNREALIZED LOSS ON SECURITIES | 1,321,456 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| MISCELLANEOUS | 18,600 | 0 | 18,600 | |
| TELEPHONE | 7,648 | 0 | 7,648 | |
| INSURANCE | 9,383 | 0 | 9,383 | |
| OFFICE SUPPLIES | 14,573 | 0 | 14,573 | |
| POSTAGE | 133 | 0 | 133 | |
| INTERNET | 16 | 0 | 16 | |
| REPAIRS | 256 | 0 | 256 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| PROG REL INV: NOTES REC INT INC | 52,426 | 52,426 | 52,426 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| OTHER PROFESSIONAL | 390,477 | 0 | 390,477 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| PAYROLL TAXES | 79,639 | 0 | 79,639 | |
| EXCISE TAXES | 88,920 | 0 | 0 |