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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE CHARLES AND MARY HEIDER
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)12910 PIERCE ST STE 310
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OMAHA, NE68144
A Employer identification number

47-0810266
B Telephone number (see instructions)

(402) 397-0295
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$4,711,924J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,664 1,664 1,664
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
b Gross sales price for all assets on line 6a 7,400,601
7 Capital gain net income (from Part IV, line 2)... 2
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........ 1,666 1,666 1,664
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 138,444 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 23,210 0 0 0
16a Legal fees (attach schedule)......... Click to see attachment 3,790 3,790 0 0
b Accounting fees (attach schedule)....... Click to see attachment 5,675 5,675 0 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 28,428 0 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 71,548 0 71,548
20 Occupancy.............. 100,068 0 0 0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 15,679 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 386,842 9,465 71,548 0
25 Contributions, gifts, grants paid....... 7,060,966 7,060,966
26 Total expenses and disbursements. Add lines 24 and 25 7,447,808 9,465 71,548 7,060,966
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,446,142
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 11,689,866 4,315,272 4,315,272
2 Savings and temporary cash investments.........      
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).......      
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)..........      
14 Land, buildings, and equipment: basis bullet683,596
Less: accumulated depreciation (attach schedule) bullet286,944 468,200 Click to see attachment396,652 396,652
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,158,066 4,711,924 4,711,924
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 12,158,066 4,711,924
29 Total net assets or fund balances (see instructions)..... 12,158,066 4,711,924
30 Total liabilities and net assets/fund balances (see instructions). 12,158,066 4,711,924
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
12,158,066
2
Enter amount from Part I, line 27a .....................
2
-7,446,142
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,711,924
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,711,924
Form 990-PF (2021)
Form 990-PF (2021)
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 GS FIN SQUARES TREAS OBLIG P   2021-12-31
b CAPITAL GAINS DIVIDENDS P    
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 7,400,599   7,400,599 0
b 2     2
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       0
b       2
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
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 0
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
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 0
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 5,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 5,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 5,000
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet5,000 RefundedBullet 11 0
Part VI-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 the instructions
for the 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletN/A
    14
    The books are in care ofbulletSCOTT HEIDER Telephone no.bullet (402) 397-0295

    Located atbullet9762 ASCOT DRIVEOMAHANE 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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    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)? ......................
    1a(5)
     
    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.) ...............
    1a(6)
     
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    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? .............
    5a(5)
     
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    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?
    7a
     
    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? .........................
    8
     
    No
    Part VII
    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
    CINDY M HEIDER VICE PRESIDENT
    5.00     		0 0 0
    9762 ASCOT DRIVE
    OMAHA,NE68114
    MARY C HEIDER PRESIDENT
    5.00     		0 0 0
    9762 ASCOT DRIVE
    OMAHA,NE68114
    SCOTT C HEIDER SECRETARY
    5.00     		0 0 0
    9762 ASCOT DRIVE
    OMAHA,NE68114
    MARK J HEIDER TREASURER
    5.00     		0 0 0
    3498 ELLSWORTH AVE 1306
    DENVER,CO80209
    ERIN E SWANSON RUSSELL VICE PRESIDENT - COMMUNITY
    32.00     		138,444 23,210 0
    4720 S 129TH ST
    OMAHA,NE68137
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 DIRECT CONTRIBUTIONS ARE MADE TO THE CHARITABLE ORGANIZATIONS ONLY. SEE STATEMENT FOR LIST OF RECIPIENTS. 7,060,966
    2  
    3  
    4  
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    9,272,278
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,272,278
    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
    9,272,278
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    139,084
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    9,133,194
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    456,660
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    456,660
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    456,660
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    456,660
    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 XII, line 1 ...
    7
    456,660
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 456,660
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 1,620,998
    b From 2017...... 2,814,130
    c From 2018...... 10,442,478
    d From 2019...... 3,404,291
    e From 2020...... 7,733,039
    f Total of lines 3a through e ........ 26,014,936
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 7,060,966
    a Applied to 2020, 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 2021 distributable amount..... 456,660
    e Remaining amount distributed out of corpus 6,604,306
    5 Excess distributions carryover applied to 2021. 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 32,619,242
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		1,620,998
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		30,998,244
    10 Analysis of line 9:
    a Excess from 2017.... 2,814,130
    b Excess from 2018.... 10,442,478
    c Excess from 2019.... 3,404,291
    d Excess from 2020.... 7,733,039
    e Excess from 2021.... 6,604,306
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION
    PO BOX 45739
    OMAHA,NE68137     		NONE PUBLIC CHARITABLE 12,500
    AMERICAN MIDWEST BALLET
    PO BOX 6413
    OMAHA,NE68106     		NONE PUBLIC CHARITABLE 50,000
    ARCHDIOCESE OF OMAHA
    100 N 62ND ST
    OMAHA,NE68132     		NONE PUBLIC CHARITABLE 10,000
    ARRUPE VIRTUAL LEARNING INSTITUTE
    1606 N 59TH ST
    OMAHA,NE68104     		NONE PUBLIC CHARITABLE 40,000
    ARUPE COLLEGE OF LOYOLA UNIVERSITY
    1 E PEARSON ST
    CHICAGO,IL60611     		NONE PUBLIC CHARITABLE 5,000
    ARUPE JESUIT HIGH SCHOOL
    4343 UTICA STREET
    DENVER,CO80212     		NONE PUBLIC CHARITABLE 5,000
    ASSISTANCE LEAGUE OF OMAHA
    8502 W CENTER RD
    OMAHA,NE68124     		NONE PUBLIC CHARITABLE 2,500
    AUTISM ACTION PARTNERSHIP
    10110 NICHOLAS ST 202
    OMAHA,NE68114     		NONE PUBLIC CHARITABLE 4,000
    BATEMAN HORNE CENTER
    24 1100 E 205
    SAL LAKE CITY,UT84102     		NONE PUBLIC CHARITABLE 80,000
    BEMIS CENTER FOR CONTEMPORARY ARTS
    724 S 12TH ST
    OMAHA,NE68102     		NONE PUBLIC CHARITABLE 5,000
    BIG BROTHERS BIG SISTERS OF MIDLANDS
    10831 OLD MILL ROAD
    OMAHA,NE68154     		NONE PUBLIC CHARITABLE 15,000
    BIOCOLLECTIVE RESEARCH
    9200 E MINERAL AVE 137
    CENTENNAIL,CO80112     		NONE PUBLIC CHARITABLE 10,000
    BLUE GRASS FARMS CHARITIES
    2339 SANDERSVILLE RD
    LEXINGTON,KY40511     		NONE PUBLIC CHARITABLE 47,500
    BOY SCOUTS OF AMERICA
    12401 W MAPLE RD
    OMAHA,NE68164     		NONE PUBLIC CHARITABLE 10,000
    BOYS AND GIRLS CLUBS OF THE MIDLANDS
    2610 HAMILTON STREET
    OMAHA,NE68131     		NONE PUBLIC CHARITABLE 181,000
    CASA FOR DOUGLAS COUNTY
    2412 ST MARYS AVENUE
    OMAHA,NE68105     		NONE PUBLIC CHARITABLE 10,000
    CATHOLIC CHARITIES
    3300 NORTH 60TH STREET
    OMAHA,NE68102     		NONE PUBLIC CHARITABLE 510,000
    CHILD SAVING INSTITUTE
    4545 DODGE ST
    OMAHA,NE68132     		NONE PUBLIC CHARITABLE 42,500
    CHILDREN'S HOSPITAL COLORADO FOUNDATION
    13123 EAST 16TH AVE BOX 045
    AURORA,CO80045     		NONE PUBLIC CHARITABLE 160,000
    CHILDREN'S SCHOLARSHIP FUND OF OMAHA
    1414 HARNEY ST SUITE 400
    OMAHA,NE68102     		NONE PUBLIC CHARITABLE 50,000
    CHRIST CHILD SOCIETY OF OMAHA
    1248 S 10TH ST
    OMAHA,NE68108     		NONE PUBLIC CHARITABLE 2,500
    CHRIST THE KING
    654 S 86TH STREET
    OMAHA,NE68114     		NONE PUBLIC CHARITABLE 59,500
    CITY OF OMAHA PUBLIC LIBRARY
    9101 W DODGE RD
    OMAHA,NE68114     		NONE PUBLIC CHARITABLE 17,500
    COLLEGE OF SAINT MARY
    7000 MERCY RD
    OMAHA,NE68106     		NONE PUBLIC CHARITABLE 60,000
    COLLEGE POSSIBLE
    900 S 74TH PLAZA 200
    OMAHA,NE68114     		NONE PUBLIC CHARITABLE 25,000
    COMPLETELY KIDS
    2566 ST MARYS AVE
    OMAHA,NE68105     		NONE PUBLIC CHARITABLE 20,000
    CRCC
    2010 N 88TH STREET
    OMAHA,NE68134     		NONE PUBLIC CHARITABLE 10,000
    CREIGHTON PREPARATORY SCHOOL
    7400 WESTERN AVENUE
    OMAHA,NE68114     		NONE PUBLIC CHARITABLE 155,000
    CREIGHTON UNIVERSITY
    2500 CALIFORNIA PLAZA
    OMAHA,NE68178     		NONE PUBLIC CHARITABLE 2,713,166
    CUES
    2207 WIRT STREET
    OMAHA,NE68110     		NONE PUBLIC CHARITABLE 18,000
    DENVER ART MUSEUM
    100 W 14TH AVENUE PKWY
    DENVER,CO80204     		NONE PUBLIC CHARITABLE 5,000
    DOWNTOWN RIVERFRONT TRUST
    10050 REGENCY CIRCLE SUITE 101
    OMAHA,NE68114     		NONE PUBLIC CHARITABLE 200,000
    DUCHESNE ACADEMY OF THE SACRED HEART
    3601 BURT STREET
    OMAHA,NE68131     		NONE PUBLIC CHARITABLE 17,500
    ESSENTIAL PREGNANCY SERVICES
    6220 MAPLE STREET
    OMAHA,NE68104     		NONE PUBLIC CHARITABLE 85,000
    FILM STREAMS
    1340 MIKE FAHEY STREET
    OMAHA,NE68102     		NONE PUBLIC CHARITABLE 60,000
    FONTENELLE FOREST
    1111 BELLEVUE BLVD
    BELLEVUE,NE68005     		NONE PUBLIC CHARITABLE 1,000
    GIRLS INC OF OMAHA
    2811 N 45TH ST
    OMAHA,NE68104     		NONE PUBLIC CHARITABLE 2,500
    GOOD SHEPHERD CATHOLIC CHURCH
    2626 E 7TH AVE PKWY
    DENVER,CO80206     		NONE PUBLIC CHARITABLE 40,000
    HABITAT FOR HUMANITY
    2204 AMES AVENUE
    OMAHA,NE68110     		NONE PUBLIC CHARITABLE 15,000
    HEART MINISTRY CENTER
    2222 BINNEY ST
    OMAHA,NE68110     		NONE PUBLIC CHARITABLE 10,000
    HEARTLAND EQUINE THERAPEUTIC
    10130 S 222ND ST
    GRETNA,NE68028     		NONE PUBLIC CHARITABLE 5,000
    HERITAGE SERVICES
    10050 REGENCY CIRCLE SUITE 101
    OMAHA,NE68114     		NONE PUBLIC CHARITABLE 25,000
    HUMANITIES NEBRASKA
    215 CENTENNAIL MALL S UNIT 330
    LINCOLN,NE68508     		NONE PUBLIC CHARITABLE 1,000
    JDRF
    9202 WEST DODGE ROAD 304
    OMAHA,NE68114     		NONE PUBLIC CHARITABLE 2,500
    JESUIT ACADEMY
    2311 N 22ND STREET
    OMAHA,NE68110     		NONE PUBLIC CHARITABLE 200,500
    JOSLYN ART MUSEUM
    2200 DODGE STREET
    OMAHA,NE68102     		NONE PUBLIC CHARITABLE 17,000
    JUNIOR LEAGUE OF OMAHA FOUNDATION
    12135 PACIFIC STREET
    OMAHA,NE68154     		NONE PUBLIC CHARITABLE 1,000
    KAPPA KAPPA GAMMA FOUNDATION
    530 EAST TOWN STREET PO BOX 38
    COLUMBUS,OH43216     		NONE PUBLIC CHARITABLE 1,500
    KEVIN O'CONNOR SCHOLARSHIP FUND
    2111 S 165TH ST
    OMAHA,NE68130     		NONE PUBLIC CHARITABLE 1,000
    KUEMPER CATHOLIC SCHOOL
    109 S CLARK STREET
    CARROLL,IA51401     		NONE PUBLIC CHARITABLE 10,000
    LATINO CENTER OF THE MIDLANDS
    4821 S 24TH ST
    OMAHA,NE68107     		NONE PUBLIC CHARITABLE 10,000
    LAURITZEN GARDENS
    100 BANCROFT STREET
    OMAHA,NE68108     		NONE PUBLIC CHARITABLE 2,500
    MAKE-A-WISH FOUNDATION OF NEBRASKA
    11836 ARBOR STREET
    OMAHA,NE68144     		NONE PUBLIC CHARITABLE 10,000
    MARY OUR QUEEN CATHOLIC SCHOOL
    3555 S 119TH ST
    OMAHA,NE68144     		NONE PUBLIC CHARITABLE 1,000
    MENTOR NEBRASKA
    6173 CENTER ST
    OMAHA,NE68106     		NONE PUBLIC CHARITABLE 500
    MERCY HIGH SCHOOL
    1501 S 48TH STREET
    OMAHA,NE68106     		NONE PUBLIC CHARITABLE 160,000
    MICAH HOUSE
    1415 AVENUE J
    COUNCIL BLUFFS,IA51501     		NONE PUBLIC CHARITABLE 30,000
    MICHAEL J FOX FOUNDATION
    PO BOX 4777
    NEW YORK,NY10163     		NONE PUBLIC CHARITABLE 5,000
    MOUNT ST VINCENT HOME
    14330 EAGLE RUN DR
    OMAHA,NE68164     		NONE PUBLIC CHARITABLE 10,000
    MOVEMENT DISORDERS FOUNDATION
    PO BOX 886
    ENGLEWOOD,CO80151     		NONE PUBLIC CHARITABLE 260,000
    NATIONAL MUSEUM OF RACING
    191 UNION AVE
    SARATOGA SPRINGS,NY12866     		NONE PUBLIC CHARITABLE 5,000
    NEBRASKA GAME AND PARKS COMMISSION
    2200 N 33RD ST
    LINCOLN,NE68503     		NONE PUBLIC CHARITABLE 1,000
    NEBRASKA WRITER'S COLLECTIVE
    9712 N 34TH STREET
    OMAHA,NE68112     		NONE PUBLIC CHARITABLE 7,500
    NEW VOCATIONS
    719 DOLAN LANE
    LEXINGTON,KY40511     		NONE PUBLIC CHARITABLE 30,000
    NORTHSTAR FOUNDATION
    4242 N 49TH AVE
    OMAHA,NE68104     		NONE PUBLIC CHARITABLE 7,000
    NOTRE DAME SISTERS
    3501 STATE ST
    OMAHA,NE68112     		NONE PUBLIC CHARITABLE 2,500
    OMAHA CATHOLIC SCHOOLS CONSORTIUM
    4501 S 41ST ST
    OMAHA,NE68107     		NONE PUBLIC CHARITABLE 10,000
    OMAHA CHILDREN'S MUSEUM
    500 S 20TH ST
    OMAHA,NE68102     		NONE PUBLIC CHARITABLE 57,500
    OMAHA COMMUNITY FOUNDATION
    302 S 36TH ST 100
    OMAHA,NE68131     		NONE PUBLIC CHARITABLE 15,000
    OMAHA COMMUNITY PLAYHOUSE
    6915 CASS ST
    OMAHA,NE68132     		NONE PUBLIC CHARITABLE 25,000
    OMAHA CONSERVATORY OF MUSIC
    3504 S 108TH ST
    OMAHA,NE68144     		NONE PUBLIC CHARITABLE 10,000
    OMAHA EQUESTRIAN FOUNDATION
    1004 FARNAM ST
    OMAHA,NE68102     		NONE PUBLIC CHARITABLE 2,500
    OMAHA JITTERBUGS
    201 SOUTH 24TH STREET
    OMAHA,NE68102     		NONE PUBLIC CHARITABLE 1,000
    OMAHA PERFORMING ARTS - THE PRESENTERS
    1200 DOUGLAS STREET
    OMAHA,NE68102     		NONE PUBLIC CHARITABLE 35,000
    OMAHA POLICE FOUNDATION
    505 S 15TH ST
    OMAHA,NE68102     		NONE PUBLIC CHARITABLE 1,000
    OMAHA RODEO
    6910 PACIFIC ST 102
    OMAHA,NE68106     		NONE PUBLIC CHARITABLE 5,000
    OMAHA SYMPHONY
    1605 HOWARD STREET
    OMAHA,NE68102     		NONE PUBLIC CHARITABLE 1,000
    OMAHA ZOO FOUNDATION
    3701 S 10TH STREET
    OMAHA,NE68107     		NONE PUBLIC CHARITABLE 16,000
    ONEWORLD COMMUNITY HEALTH CENTERS
    4920 S 30TH ST
    OMAHA,NE68107     		NONE PUBLIC CHARITABLE 5,000
    OPEN DOOR MISSION
    2726 N 23RD ST E
    OMAHA,NE68110     		NONE PUBLIC CHARITABLE 10,000
    OPEN MEDICINE FOUNDATION
    29302 LARO DRIVE
    AGOURA HILLS,CA91301     		NONE PUBLIC CHARITABLE 450,000
    OPERA OMAHA
    1850 FARNAM ST
    OMAHA,NE68102     		NONE PUBLIC CHARITABLE 25,000
    PEAR TREE PERFORMING ARTS
    4801 NW RADIAL HWY
    OMAHA,NE68104     		NONE PUBLIC CHARITABLE 1,000
    PGA REACH NEBRASKA
    610 J ST 10
    LINCOLN,NE68508     		NONE PUBLIC CHARITABLE 10,000
    PLATTE INSTITUTE FOR ECONOMIC RESEARCH
    6910 PACIFIC ST
    OMAHA,NE68106     		NONE PUBLIC CHARITABLE 20,000
    PROJECT HARMONY
    11949 Q ST
    OMAHA,NE68137     		NONE PUBLIC CHARITABLE 110,000
    RESPECT
    820 S 75TH ST
    OMAHA,NE68114     		NONE PUBLIC CHARITABLE 25,000
    SAMARITAN HOUSE
    12856 DEAUVILLE DRIVE
    OMAHA,NE68137     		NONE PUBLIC CHARITABLE 25,000
    SEEDS OF HOPE CHARITABLE TRUST
    1300 SOUTH STEELE STREET
    DENVER,CO80210     		NONE PUBLIC CHARITABLE 5,000
    SIENA FRANCIS HOUSE
    1702 NICHOLAS ST
    OMAHA,NE68102     		NONE PUBLIC CHARITABLE 10,000
    ST AUGUSTINE INDIAN MISSION
    1 MISSION ROAD SOUTH
    WINNEBAGO,NE68071     		NONE PUBLIC CHARITABLE 25,000
    ST MICHAEL CATHOLIC CHURCH
    524 W CHURCH ST
    ALBION,NE68620     		NONE PUBLIC CHARITABLE 6,000
    ST ROBERTS
    11802 PACIFIC ST
    OMAHA,NE68154     		NONE PUBLIC CHARITABLE 17,500
    TAKE FLIGHT FARMS
    1004 FARNAM ST 400
    OMAHA,NE68102     		NONE PUBLIC CHARITABLE 7,500
    TEAMMATES MENTORING PROGRAMS
    11615 E CENTENNIAL RD
    LA VISTA,NE68128     		NONE PUBLIC CHARITABLE 31,000
    THE HOPE CENTER FOR KIDS
    2200 N 20TH ST
    OMAHA,NE68110     		NONE PUBLIC CHARITABLE 2,500
    THE KIM FOUNDATION
    13609 CALIFORNIA ST
    OMAHA,NE68154     		NONE PUBLIC CHARITABLE 10,000
    THE MADONNA SCHOOL
    6402 N 71ST PLAZA
    OMAHA,NE68104     		NONE PUBLIC CHARITABLE 23,000
    THE RONALD MCDONALD HOUSE
    620 S 38TH AVE
    OMAHA,NE68105     		NONE PUBLIC CHARITABLE 27,500
    THE ROSE THEATER
    2001 FARNAM ST
    OMAHA,NE68102     		NONE PUBLIC CHARITABLE 5,000
    THE SECRETARIAT CENTER
    4155 WALT ROBERTSON RD
    LEXINGTON,KY40511     		NONE PUBLIC CHARITABLE 3,000
    THOROUGHBRED RETIREMENT FOUNDATION
    10 LAKE AVE
    SARATOGA SPRINGS,NY12866     		NONE PUBLIC CHARITABLE 10,000
    UNION FOR CONTEMPORARY ART
    2423 N 24TH ST
    OMAHA,NE68110     		NONE PUBLIC CHARITABLE 1,000
    UNITED WAY OF THE MIDLANDS
    1805 HARNEY STREET
    OMAHA,NE68102     		NONE PUBLIC CHARITABLE 10,000
    UNIVERSITY OF IOWA FOUNDATION
    1 W PARK RD
    IOWA CITY,IA52242     		NONE PUBLIC CHARITABLE 5,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL 300
    LINCOLN,NE68508     		NONE PUBLIC CHARITABLE 25,000
    VISITING NURSE ASSOCIATION
    12565 W CENTER RD 100
    OMAHA,NE68144     		NONE PUBLIC CHARITABLE 5,000
    VOICES FOR CHILDREN IN NEBRASKA
    7521 MAIN ST
    RALSTON,NE68127     		NONE PUBLIC CHARITABLE 1,000
    WESTSIDE FOUNDATION
    1101 S 90TH STREET
    OMAHA,NE68124     		NONE PUBLIC CHARITABLE 2,300
    WOMENS CARE CENTER
    5632 A 48TH ST
    LINCOLN,NE68516     		NONE PUBLIC CHARITABLE 10,000
    WORD ON FIRE CATHOLIC MINISTRIES
    PO BOX 170
    DES PLAINES,IL60016     		NONE PUBLIC CHARITABLE 30,000
    A TIME TO HEAL CANCER FOUNDATION
    8707 W CENTER RD STE 101
    OMAHA,NE68124     		NONE PUBLIC CHARITABLE 1,000
    ABIDE
    3223 N 45TH ST
    OMAHA,NE68104     		NONE PUBLIC CHARITABLE 5,000
    AMERICAN CANCER SOCIETY
    8030 FARNAM DR
    OMAHA,NE68114     		NONE PUBLIC CHARITABLE 10,000
    BLUEBARN THEATRE
    1106 S 10TH ST
    OMAHA,NE68108     		NONE PUBLIC CHARITABLE 1,000
    EDWIN J GREGSON FOUNDATION
    PO BOX 660039
    ARCADIA,CA91066     		NONE PUBLIC CHARITABLE 10,000
    JESUIT COMMUNITY OF LOYOLA
    4501 N CHARLES ST
    BALTIMORE,MD21210     		NONE PUBLIC CHARITABLE 20,000
    KANEKO
    1111 JONES ST
    OMAHA,NE68102     		NONE PUBLIC CHARITABLE 10,000
    MARIAN HIGH SCHOOL
    7400 MILITARY AVE
    OMAHA,NE68134     		NONE PUBLIC CHARITABLE 5,000
    MEMORIES FOR KIDS
    PO BOX 540216
    OMAHA,NE68154     		NONE PUBLIC CHARITABLE 1,000
    NEBRASKA APPLESEED
    941 O ST SUITE 400
    LINCOLN,NE68508     		NONE PUBLIC CHARITABLE 1,000
    PARKINSON'S NEBRASKA
    16811 BURDETTE STREET SUITE ONE
    OMAHA,NE68116     		NONE PUBLIC CHARITABLE 250,000
    PETER MICHAEL FOUNDATION
    1 GATE SIX ROAD BUILDING B STE 201
    SAUSALITO,CA94965     		NONE PUBLIC CHARITABLE 22,000
    POTTAWATTAMIE ARTS CULTURE & ENTERTAINMENT
    1001 S 6TH ST
    COUNCIL BLUFFS,IA51501     		NONE PUBLIC CHARITABLE 2,500
    ST PATRICK'S CATHOLIC CHURCH
    20500 W MAPLE RD
    ELKHORN,NE68022     		NONE PUBLIC CHARITABLE 1,000
    STRATEGIC AIR COMMAND AND AEROSPACE MUSEUM
    28210 W PARK HWY
    ASHLAND,NE68003     		NONE PUBLIC CHARITABLE 5,000
    THE OMAHA PARKS FOUNDATION
    11225 DAVENPORT ST 108
    OMAHA,NE68154     		NONE PUBLIC CHARITABLE 1,000
    THE SALVATION ARMY
    10755 BURT ST
    OMAHA,NE68114     		NONE PUBLIC CHARITABLE 10,000
    Total .................................bullet 3a 7,060,966
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 1,664  
    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  
    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 1,666 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,666
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE CHARLES AND MARY HEIDER
     
    FAMILY FOUNDATION
    EIN:
    47-0810266
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,675 5,675 0 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    THE CHARLES AND MARY HEIDER
     
    FAMILY FOUNDATION
    EIN:
    47-0810266
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE LIGHTING 2017-11-01 61,194 27,683 SL 7.000000000000 8,742 0 8,742  
    OFFICE BUILDOUT 2017-11-01 254,938 53,821 SL 15.000000000000 16,996 0 16,996  
    ARCHITECT FEES 2017-11-01 45,218 9,547 SL 15.000000000000 3,015 0 3,015  
    COMPUTERS 2017-11-01 7,027 4,449 SL 5.000000000000 1,405 0 1,405  
    PRINTER 2017-11-01 1,238 785 SL 5.000000000000 248 0 248  
    OFFICE FURNITURE 2017-11-01 53,989 24,424 SL 7.000000000000 7,713 0 7,713  
    OFFICE LIGHTING 2018-01-01 76,790 32,910 SL 7.000000000000 10,970 0 10,970  
    COMPUTERS 2018-01-01 14,023 8,415 SL 5.000000000000 2,805 0 2,805  
    PRINTER 2018-01-01 5,008 3,006 SL 5.000000000000 1,002 0 1,002  
    OFFICE BUILDOUT 2018-01-01 42,225 8,445 SL 15.000000000000 2,815 0 2,815  
    OFFICE FURNITURE 2018-01-01 86,103 36,900 SL 7.000000000000 12,300 0 12,300  
    ARCHITECT FEES 2018-01-01 1,313 264 SL 15.000000000000 88 0 88  
    OFFICE BUILDOUT 2019-01-01 19,473 2,596 SL 15.000000000000 1,298 0 1,298  
    OFFICE FURNITURE 2020-01-01 15,057 2,151 SL 7.000000000000 2,151 0 2,151  

    TY 2021 LandEtcSchedule2
    Name:
    THE CHARLES AND MARY HEIDER
     
    FAMILY FOUNDATION
    EIN:
    47-0810266
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE LIGHTING 61,194 36,425 24,769 24,769
    OFFICE BUILDOUT 254,938 70,817 184,121 184,121
    ARCHITECT FEES 45,218 12,562 32,656 32,656
    COMPUTERS 7,027 5,854 1,173 1,173
    PRINTER 1,238 1,033 205 205
    OFFICE FURNITURE 53,989 32,137 21,852 21,852
    OFFICE LIGHTING 76,790 43,880 32,910 32,910
    COMPUTERS 14,023 11,220 2,803 2,803
    PRINTER 5,008 4,008 1,000 1,000
    OFFICE BUILDOUT 42,225 11,260 30,965 30,965
    OFFICE FURNITURE 86,103 49,200 36,903 36,903
    ARCHITECT FEES 1,313 352 961 961
    OFFICE BUILDOUT 19,473 3,894 15,579 15,579
    OFFICE FURNITURE 15,057 4,302 10,755 10,755


    TY 2021 LegalFeesSchedule
    Name:
    THE CHARLES AND MARY HEIDER
     
    FAMILY FOUNDATION
    EIN:
    47-0810266
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 3,790 3,790 0 0


    TY 2021 OtherExpensesSchedule
    Name:
    THE CHARLES AND MARY HEIDER
     
    FAMILY FOUNDATION
    EIN:
    47-0810266
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BRANDING & MISC OFFICE EXPENSES 1,611 0 0 0
    INSURANCE 3,088 0 0 0
    MISC OFFICE EXPENSES 5,986 0 0 0
    BANK SERVICE CHARGES 4,994 0 0 0


    TY 2021 TaxesSchedule
    Name:
    THE CHARLES AND MARY HEIDER
     
    FAMILY FOUNDATION
    EIN:
    47-0810266
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 17,725 0 0 0
    PAYROLL TAXES 10,703 0 0 0