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
ROBERT B DAUGHERTY FOUNDATION
 
% JOHN WILSON
Number and street (or P.O. box number if mail is not delivered to street address)15000 VALMONT PLAZA Suite 202
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OMAHA, NE68154
A Employer identification number

36-3766006
B Telephone number (see instructions)

(402) 933-4663
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$895,599,209J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 4,231 4,231  
4 Dividends and interest from securities... 10,136,850 10,115,886 20,964
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 63,372,616
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 63,372,616
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)....... Click to see attachment 6,858,453 6,858,453  
12 Total. Add lines 1 through 11........ 80,372,150 80,351,186 20,964
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 865,581 173,116   692,465
14 Other employee salaries and wages...... 415,052 83,010   322,042
15 Pension plans, employee benefits....... 236,460 47,292   189,168
16a Legal fees (attach schedule)......... Click to see attachment 19,569 17,612 0 1,957
b Accounting fees (attach schedule)....... Click to see attachment 53,234 47,911 0 5,323
c Other professional fees (attach schedule).... Click to see attachment 5,164,461 5,105,742   58,719
17 Interest............... 345,345 345,345    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,133,040 245,321   47,719
19 Depreciation (attach schedule) and depletion... Click to see attachment 177,524 177,524  
20 Occupancy.............. 234,316 46,863   187,453
21 Travel, conferences, and meetings....... 14,366 2,873   11,493
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 8,655,238 8,448,135   173,153
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,314,186 14,740,744 0 1,689,492
25 Contributions, gifts, grants paid....... 40,648,658 40,648,658
26 Total expenses and disbursements. Add lines 24 and 25 57,962,844 14,740,744 0 42,338,150
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 22,409,306
b Net investment income (if negative, enter -0-) 65,610,442
c Adjusted net income (if negative, enter -0-)... 20,964
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.............      
2 Savings and temporary cash investments......... 10,701,424 29,688,575 29,688,575
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).......... 778,186,282 Click to see attachment861,487,550 861,487,550
14 Land, buildings, and equipment: basis bullet2,670,300
Less: accumulated depreciation (attach schedule) bullet453,696 266,944 2,216,604 2,216,604
15 Other assets (describe bullet) Click to see attachment18,055,289 Click to see attachment2,206,480 Click to see attachment2,206,480
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 807,209,939 895,599,209 895,599,209
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........... 807,209,939 895,599,209
25 Net assets with donor restrictions............ 0 0
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........    
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)..... 807,209,939 895,599,209
30 Total liabilities and net assets/fund balances (see instructions). 807,209,939 895,599,209
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
807,209,939
2
Enter amount from Part I, line 27a .....................
2
22,409,306
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
65,979,964
4
Add lines 1, 2, and 3 ..........................
4
895,599,209
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
895,599,209
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 OTHER - DETAIL AVAILABLE UPON REQUEST P 2010-01-01 2021-12-31
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       63,372,616
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) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 63,372,616
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  
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  
3 Add lines 1 and 2........................... 3 911,985
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- ..... 5 911,985
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 882,609
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 125,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,007,609
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 95,624
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet95,624 RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 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 addressbullet  
    14
    The books are in care ofbulletJOHN WILSON Telephone no.bullet (402) 933-4663

    Located atbullet15000 VALMONT PLAZA SUITE 202OMAHANE ZIP+4bullet68154
    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? .................
    16Yes  
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bulletEI
    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)
    Yes
     
    (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
     
    No
    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
    Yes
     
    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
     
    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 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
    ROBERT DAUGHERTY III TRUSTEE
    0     		35,000 0 1,860
    15000 VALMONT PLAZA
    OMAHA,NE68154
    F JOE DAUGHERTY TRUSTEE
    0     		35,000 0 0
    15000 VALMONT PLAZA
    OMAHA,NE68154
    MOGENS BAY TRUSTEE
    0     		35,000 0 0
    15000 VALMONT PLAZA
    OMAHA,NE68154
    KEN STINSON TRUSTEE
    1.0     		35,000 0 0
    15000 VALMONT PLAZA
    OMAHA,NE68154
    JAMES LINDER TRUSTEE
    1.0     		35,000 0 0
    15000 VALMONT PLAZA
    OMAHA,NE68154
    JOHN K WILSON EXECUTIVE DIRECTOR
    40.0     		441,412 58,562 0
    15000 VALMONT PLAZA
    OMAHA,NE68154
    KIMBERLY YUNGTUM DEPUTY EXECUTIVE DIRECTOR &
    40.0     		249,169 53,588 0
    15000 VALMONT PLAZA
    OMAHA,NE68154
    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     		141,292 43,726 0
    15000 VALMONT PLAZA SUITE 202
    OMAHA,NE68154
    JULIE DAVIS TECHNOLOGY OFFICER
    40.0     		119,688 44,089 0
    15000 VALMONT PLAZA SUITE 202
    OMAHA,NE68154
    SARA SEMIN GRANTS RESEARCHER
    40.0     		124,654 27,442 0
    15000 VALMONT PLAZA SUITE 202
    OMAHA,NE68154
    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
    PRODIGY ASSET MANAGEMENT LLC INVESTMENT SERVICES 1,250,891
    14100 CRAWFORD STREET
    BOYS TOWN,NE68010
    EDGEWOOD MANAGEMENT LLC INVESTMENT SERVICES 259,032
    535 MADISON AVE 15TH FLOOR
    NEW YORK,NY10022
    BNY MELON NA INVESTMENT SERVICES 238,683
    PO BOX 223230
    PITTSBURGH,PA152512230
    EAGLE CAPITAL MANAGEMENT LLC INVESTMENT SERVICES 218,797
    499 PARK AVENUE 17TH FLOOR
    NEW YORK,NY10022
    BLUE CROSS BLUE SHIELD INSURANCE 142,030
    PO BOX 3801
    OMAHA,NE68103
    Total number of others receiving over $50,000 for professional services.............bullet5
    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  
    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.........................bullet  
    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
    819,954,934
    b
    Average of monthly cash balances.......................
    1b
    39,166,208
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,684,821
    d
    Total (add lines 1a, b, and c).........................
    1d
    862,805,963
    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
    862,805,963
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    12,942,089
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    849,863,874
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    42,493,194
    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
    42,493,194
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    911,985
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    911,985
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    41,581,209
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    41,581,209
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    41,581,209
    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 41,581,209
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 15,883,172
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 42,338,150
    a Applied to 2020, but not more than line 2a 15,883,172
    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 2021 distributable amount..... 26,454,978
    e Remaining amount distributed out of corpus 0
    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 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		15,126,231
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 0
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KIMBERLY YUNGTUM
    15000 VALMONT PLAZA SUITE 202
    OMAHA,NE68154
    (402) 933-4663
    bThe form in which applications should be submitted and information and materials they should include:
    ATTACHMENT 109
    cAny submission deadlines:
    NONE
    dAny 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 (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
    Applied Information Management Institute
    1905 Harney St
    Omaha,NE68102     		none PC Program Support 125,000
    Ballet Nebraska
    1001 S 6th Street
    Council Bluffs,IA51501     		none PC General Operating Support 50,000
    Aqua-Africa Inc
    417 N 40th St Apt A
    Omaha,NE68131     		none PC GENERAL OPERATING SUPPORT 50,000
    Assistance League Of Omaha Nebraska Inc
    8502 W Center Road
    Omaha,NE68124     		none PC CAPITAL PROJECT 50,000
    Bemis Center For Contemporary Arts
    724 South 12th Street
    Omaha,NE68102     		none PC GENERAL OPERATING SUPPORT 50,000
    Big Brothers Big Sisters Of The Midlands
    10831 Old Mill Road
    Omaha,NE68154     		none PC General Operating Support 60,000
    Blue Barn Theatre
    1106 South 10th Street
    Omaha,NE68108     		none PC General Operating Support 30,000
    Boys & Girls Clubs Of The Midlands
    2610 Hamilton Street
    Omaha,NE68131     		none PC PROGRAM SUPPORT 436,000
    Boys & Girls Clubs Of The Midlands
    2610 Hamilton Street
    Omaha,NE68131     		none PC CAPITAL PROJECT 500,000
    Carleton College
    One North College Street
    Northfield,MN55057     		none PC CAPITAL PROJECT 1,000,000
    Casa For Douglas County
    2412 St Marys Avenue
    Omaha,NE68105     		none PC General Operating Support 50,000
    Central Community College Foundation Inc
    201 Foundation Place Suite 200
    Hastings,NE68901     		none PC CAPITAL PROJECT 200,000
    Child Saving Institute Inc
    4545 Dodge Street
    Omaha,NE68132     		none PC GENERAL OPERATING SUPPORT 40,000
    Childrens Hospital & Medical Center Foundation
    8404 Indian Hills Drive Floor 6W
    Omaha,NE68114     		none PC CAPITAL PROJECT 400,000
    Childrens Scholarship Fund Of Omaha
    7101 Mercy Road
    Omaha,NE68106     		none PC PROGRAM SUPPORT 150,000
    City of Arapahoe
    411 6th Street
    Arapahoe,NE68922     		none GOV CAPITAL PROJECT 50,000
    City of Clay Center Nebraska
    PO Box 163
    Clay Center,NE68933     		none GOV CAPITAL PROJECT 50,000
    City of Fort Calhoun
    110 S 14th St
    Fort Calhoun,NE68023     		none GOV CAPITAL PROJECT 75,000
    City of Fullerton Nebraska
    903 Broadway
    Fullerton,NE68638     		none GOV CAPITAL PROJECT 100,000
    City of Ogallala Nebraska
    411 E 2nd St
    Ogallala,NE69153     		none GOV CAPITAL PROJECT 65,000
    City Of Omaha Police Foundation Inc
    PO Box 31134
    Omaha,NE68131     		none PC PROGRAM SUPPORT 562,908
    City Of Omaha Public Library Foundation
    215 South 15th Street
    Omaha,NE68102     		none PC GENERAL OPERATING SUPPORT 35,000
    City of Syracuse Nebraska
    PO Box F
    Syracuse,NE68446     		none GOV CAPITAL PROJECT 88,000
    Collective for Youth
    105 N 31st Ave Suite 103
    Omaha,NE68131     		none PC General Operating Support 75,000
    College Possible
    900 S 74th Plaza
    Omaha,NE68114     		none PC General Operating Support 125,000
    Completely KIDS
    2566 St Marys Ave
    Omaha,NE68105     		none PC Capital Project 400,000
    Completely KIDS
    2566 St Marys Ave
    Omaha,NE68105     		none PC General Operating Support 150,000
    Council Bluffs Soccer Club
    PO Box 1993
    Council Bluffs,IA51502     		none PC Capital Project 250,000
    Downtown Omaha Inc Foundation
    PO Box 8312
    Omaha,NE68108     		none PC Program Support 25,000
    Downtown Riverfront Trust
    10050 REGENCY CIRCLE SUITE 101
    Omaha,NE68114     		none PC Capital Project 10,000,000
    Film Streams
    1340 Mike Fahey ST
    Omaha,NE68102     		none PC General Operating Support 50,000
    Fontenelle Forest
    1111 Bellevue Boulevard North
    Bellevue,NE68005     		none PC Capital Project 30,000
    Fremont Area United Way
    445 E 1st Street Suite 1
    Fremont,NE68025     		none PC Program Support 30,000
    Girl Scouts Spirit of Nebraska
    2121 S 44th Street
    Omaha,NE68105     		none PC Program Support 25,000
    Girls Incorporated of Omaha
    2811 N 45th St
    Omaha,NE68104     		none PC General Operating Support 100,000
    Grand Island Area Habitat for Humanity
    502 West 2nd Street
    Grand Island,NE68801     		none PC Capital Project 20,000
    Habitat for Humanity of Omaha Inc
    1701 N 24th Street
    Omaha,NE68110     		none PC General Operating Support 75,000
    Habitat for Humanity of Omaha Inc
    1701 N 24th Street
    Omaha,NE68110     		none PC Program Support 200,000
    Hastings College Foundation
    2922 N 61st Street Suite 2
    Omaha,NE68104     		none SO I Capital Project 400,000
    Heart Ministry Center Inc
    2222 Binney St
    Omaha,NE68110     		none PC Capital Project 300,000
    Heart Ministry Center Inc
    2222 Binney St
    Omaha,NE68110     		none PC Capital Project 50,000
    Heartland Bike Share
    1144 N 11th Street Suite B
    Omaha,NE68102     		none PC General Operating Support 25,000
    Heartland Family Service
    2101 S 42nd St
    Omaha,NE68105     		none PC General Operating Support 100,000
    Heritage Services
    10050 Regency Circle
    Omaha,NE68114     		none PC Capital Project 1,000,000
    Hopespoke
    2444 O St
    Lincoln,NE68510     		none PC General Operating Support 25,000
    Justice For Our Neighbors Nebraska
    4223 Center Street
    Omaha,NE68105     		none PC General Operating Support 50,000
    Intercultural Senior Center
    5545 Center Street
    Omaha,NE68106     		none PC Capital Project 50,000
    Kaneko
    1111 Jones Street
    Omaha,NE68102     		none PC General Operating Support 100,000
    Kearney Area Childrens Museum
    5827 4th Ave
    Kearney,NE68845     		none PC Program Support 50,000
    Kearney Area Community Foundation
    412 W 48th Street Suite 12
    Kearney,NE68845     		none PC Capital Project 200,000
    Lake Cunningham Development Trust
    17950 Burt Street
    Omaha,NE68118     		none PC Capital Project 2,000,000
    Omaha Botanical Center Inc
    100 Bancroft Street
    Omaha,NE68108     		none PC Program Support 25,000
    Lincoln Literacy Council
    745 South 9th Street
    Lincoln,NE68508     		none PC General Operating Support 15,000
    Merrymakers Association
    12020 Shamrock Plaza Suite 200
    Omaha,NE68154     		none PC General Operating Support 25,000
    Metropolitan Area Continuum Of Care
    6001 Dodge Street
    Omaha,NE68182     		none PC General Operating Support 25,000
    Metropolitan Community College Foundation
    Fort Omaha Campus Building 12S
    Omaha,NE68103     		none PC Program Support 350,000
    Metropolitan Community College Foundation
    Fort Omaha Campus Building 12S
    Omaha,NE68103     		none PC Capital Project 2,000,000
    National Arbor Day Foundation
    211 N 12th Suite 105
    Lincoln,NE68508     		none PC Capital Project 150,000
    Nebraska Alliance Of Child Advocacy Centers
    11949 Q Street
    Omaha,NE68137     		none PC General Operating Support 25,000
    Nebraska Casa Association
    3701 Sumner St
    Lincoln,NE68506     		none PC General Operating Support 25,000
    Nebraska Children And Families Foundation
    215 Centennial Mall South
    Lincoln,NE68508     		none PC Program Support 200,000
    Nebraska Community Foundation
    PO Box 83107
    Lincoln,NE68501     		none PC Program Support 24,000
    Nebraska Cultural Endowment
    1004 Farnam Street Plaza Level
    Omaha,NE68102     		none PC General Operating Support 50,000
    Nebraska Game And Parks Foundation
    PO Box 36
    Waverly,NE68462     		none PC Capital Project 700,000
    Nebraska Humane Society
    8929 Fort Street
    Omaha,NE68134     		none PC Program Support 100,000
    Nebraska Humane Society
    8929 Fort Street
    Omaha,NE68134     		none PC Capital Project 250,000
    Nebraska Philanthropic Trust
    10340 N 84th Street
    Omaha,NE68122     		none PC Capital Project 1,500,000
    Northstar Foundation
    4242 N 49th Avenue
    Omaha,NE68104     		none PC Capital Project 250,000
    Northstar Foundation
    4242 N 49th Avenue
    Omaha,NE68104     		none PC General Operating Support 150,000
    Ocean Reef Foundation Inc
    35 Ocean Reef Drive Suite 148
    Key Largo,FL33037     		none PC Program Support 100,000
    Ollie Webb Center Inc
    1941 South 42nd Street Suite 122
    Omaha,NE68105     		none PC General Operating Support 25,000
    Omaha Childrens Museum Inc
    500 S 20th Street
    Omaha,NE68102     		none PC Capital Project 130,000
    Omaha Childrens Museum Inc
    500 S 20th Street
    Omaha,NE68102     		none PC General Operating Support 50,000
    Omaha Community Foundation
    1120 S 101st Street Suite 320
    Omaha,NE68124     		none PC Program Support 25,000
    Omaha Conservatory Of Music
    7023 Cass Street
    Omaha,NE68132     		none PC Program Support 65,000
    Omaha Crime Stoppers Inc
    PO Box 126
    Omaha,NE68101     		none PC Program Support 25,000
    Omaha Development Foundation
    808 Conagra Drive
    Omaha,NE68102     		none PC Program Support 100,000
    Omaha Home For Boys
    4343 N 52nd Street
    Omaha,NE68104     		none PC GENERAL OPERATING SUPPORT 25,000
    Omaha Municipal Land Bank
    1141 N 11th Street
    Omaha,NE68102     		none PC General Operating Support 150,000
    Omaha Municipal Land Bank
    1141 N 11th Street
    Omaha,NE68102     		none PC Program Support 75,000
    Omaha Parks Foundation Inc
    11225 Davenport St Suite 108
    Omaha,NE68154     		none PC Capital Project 200,000
    Omaha Performing Arts Society
    1200 Douglas Street
    Omaha,NE68102     		none PC General Operating Support 116,250
    Omaha Shelter For Homeless Trust
    10050 Regency Circle Suite 101
    Omaha,NE68114     		none PC Capital Project 1,000,000
    Omaha Sports Commission
    1004 Farnam Street Suite 102
    Omaha,NE68102     		none PC Program Support 250,000
    Omaha Summer Arts Festival Inc
    PO Box 31036
    Omaha,NE68131     		none PC Program Support 20,000
    Omaha Symphony Association
    1905 Harney Street
    Omaha,NE68102     		none PC General Operating Support 100,000
    Omaha Theater Company
    2001 Farnam Street
    Omaha,NE68102     		none PC Capital Project 100,000
    Omaha Zoo Foundation
    3701 S 10th Street
    Omaha,NE68107     		none SO I Capital Project 577,000
    Oneworld Community Health Centers Inc
    4920 South 30th Street Suite 103
    Omaha,NE68107     		none PC Program Support 100,000
    Oneworld Community Health Centers Inc
    4920 South 30th Street Suite 103
    Omaha,NE68107     		none PC Capital Project 144,000
    Opera Omaha Inc
    1850 Farnam Street
    Omaha,NE68102     		none PC General Operating Support 100,000
    Oregon Trail Community Foundation
    115 W Railway Street
    Scottsbluff,NE69361     		none PC Capital Project 100,000
    Police Athletics For Community Engagement
    5105 South 37th Street
    Omaha,NE68107     		none PC General Operating Support 100,000
    Pottawattamie Arts Culture & Entertainment
    1001 S 6th Street
    Council Bluffs,IA51501     		none PC Capital Project 250,000
    Pottawattamie Arts Culture & Entertainment
    1001 S 6th Street
    Council Bluffs,IA51501     		none PC General Operating Support 50,000
    Project Harmony-Haven For Abuse Response Members
    11949 Q Street
    Omaha,NE68137     		none PC Program Support 300,000
    Project Houseworks
    2316 S 24th St
    Omaha,NE68108     		none PC General Operating Support 50,000
    Rise Academy
    3555 Farnam St Suite 209
    Omaha,NE68131     		none PC General Operating Support 200,000
    Ronald McDonald House Charities in Omaha Inc
    620 S 38th Avenue
    Omaha,NE68105     		none PC General Operating Support 50,000
    Santa Monica Inc
    401 South 39th Street
    Omaha,NE68131     		none PC General Operating Support 20,000
    Santa Monica Inc
    401 South 39th Street
    Omaha,NE68131     		none PC Capital Project 100,000
    Saving Grace Perishable Food Rescue Inc
    4611 South 96th Street Suite 112
    Omaha,NE68127     		none PC General Operating Support 30,000
    Seal-Naval Special Warfare Foundation-San Diego
    300 Carlsbad Village Drive
    Carlsbad,CA92008     		none PC Program Support 25,000
    Share Omaha
    6825 Pine Street M/S B3
    Omaha,NE68106     		none PC General Operating Support 125,000
    Spark
    1111 N 13th Street 311
    Omaha,NE68102     		none PC General Operating Support 25,000
    Stephen Center Inc
    2723 Q Street
    Omaha,NE68107     		none PC General Operating Support 50,000
    Teammates Mentoring Program
    6801 O Street
    Lincoln,NE68510     		none PC General Operating Support 100,000
    The Tri-Faith Initiative Of Omaha Nebraska
    13136 Faith Plaza
    Omaha,NE68144     		none PC General Operating Support 30,000
    Together Inc of Metropolitan Omaha
    812 S 24th Street
    Omaha,NE68108     		none PC General Operating Support 100,000
    Together Inc of Metropolitan Omaha
    812 S 24th Street
    Omaha,NE68108     		none PC Capital Project 50,000
    United Way of the Midlands
    2201 Farnam Street
    Omaha,NE68102     		none PC Program Support 450,000
    University Of Nebraska Foundation
    1010 Lincoln Mall Suite 300
    Lincoln,NE68508     		none PC Capital Project 4,110,000
    University Of Nebraska Foundation
    1010 Lincoln Mall Suite 300
    Lincoln,NE68508     		none PC Program Support 4,132,500
    Urban League Of Nebraska
    3040 Lake Street
    Omaha,NE68111     		none PC General Operating Support 120,000
    Village of Stratton
    409 Bailey Street
    Stratton,NE69043     		none GOV Capital Project 90,000
    Wayne State Foundation
    1111 Main Street
    Wayne,NE68787     		none PC Capital Project 200,000
    West Point Community Foundation
    PO Box 65
    West Point,NE68788     		none PC Capital Project 50,000
    Willa Cather Foundation
    413 N Webster Street
    Red Cloud,NE68970     		none PC General Operating Support 50,000
    Womens Center For Advancement
    3801 Harney Street
    Omaha,NE68131     		none PC General Operating Support 100,000
    World Theatre Foundation
    2318 Central Avenue
    Kearney,NE68847     		none PC Capital Project 88,000
    Youth Emergency Services Inc
    2679 Farnam St Ste 205
    Omaha,NE68131     		none PC General Operating Support 40,000
    Total .................................bullet 3a 40,648,658
    bApproved for future payment
    Ballet Nebraska
    1001 S 6th Street
    Council Bluffs,IA51501     		NONE PC General Operating Support 150,000
    Aqua-Africa Inc
    417 N 40th St Apt A
    OMAHA,NE68131     		NONE PC GENERAL OPERATING SUPPORT 100,000
    Blue River Arts Council Inc
    PO Box 272
    Crete,NE68333     		NONE PC Capital Project 50,000
    Cedars Home For Children Foundation Inc
    6601 Pioneers Blvd
    Lincoln,NE68506     		NONE PC CAPITAL PROJECT 100,000
    Lincoln-Lancaster County Child Advocacy Center
    5025 Garland St
    Lincoln,NE68504     		NONE PC Capital Project 300,000
    City of Blue Hill NE
    517 W Gage St
    Blue Hill,NE68930     		NONE GOV Capital Project 150,000
    City of Fremont NE
    1030 N Broad St
    Fremont,NE68025     		NONE GOV CAPITAL PROJECT 750,000
    City Of Omaha Police Foundation Inc
    PO Box 31134
    Omaha,NE68131     		NONE PC Program Support 391,000
    City of West Point NE
    444 S Main St
    West Point,NE68788     		NONE GOV CAPITAL PROJECT 75,000
    Downtown Omaha Inc Foundation
    PO Box 8312
    OMAHA,NE68108     		NONE PC Program Support 50,000
    Downtown Riverfront Trust
    10050 Regency Circle Suite 101
    OMAHA,NE68114     		NONE PC CAPITAL PROJECT 10,000,000
    First Responders Foundation
    10605 Burt Circle
    Omaha,NE68114     		NONE PC Program Support 50,000
    Ymca Of Hastings Nebr
    1430 West 16th Street
    Hastings,NE68901     		NONE PC Capital Project 750,000
    Hopespoke
    2444 O St
    Lincoln,NE68510     		NONE PC GENERAL OPERATING SUPPORT 25,000
    Joslyn Art Museum
    2200 Dodge Street
    OMAHA,NE68102     		NONE PC CAPITAL PROJECT 9,000,000
    Kaneko
    1111 Jones Street
    Omaha,NE68102     		NONE PC General Operating Support 100,000
    Kearney Area Community Foundation
    412 W 48th Street Suite 12
    Kearney,NE68845     		NONE PC Capital Project 85,000
    Kids Can Community Center
    4860 Q St
    Omaha,NE68117     		NONE PC General Operating Support 150,000
    Omaha Botanical Center Inc
    100 Bancroft Street
    OMAHA,NE68108     		NONE PC Program Support 50,000
    Legacy Of The Plains
    2930 Old Oregon Trail
    Gering,NE69341     		NONE PC CAPITAL PROJECT 75,000
    Lincoln Childrens Museum
    1420 P St
    Lincoln,NE68508     		NONE PC Capital Project 100,000
    Lincoln Literacy Council
    745 South 9th Street
    Lincoln,NE68508     		NONE PC General Operating Support 60,000
    The Madonna Foundation
    5401 South Street
    Lincoln,NE68506     		NONE PC Program Support 250,000
    Mental Health Innovation Foundation
    10050 Regency Circle Suite 101
    OMAHA,NE68114     		NONE PC Program Support 200,000
    Metropolitan Community College Foundation
    Fort Omaha Campus Building 12S
    Omaha,NE68103     		NONE PC PROGRAM SUPPORT 350,000
    Metropolitan Community College Foundation
    Fort Omaha Campus Building 12S
    OMAHA,NE68103     		NONE PC Capital Project 1,600,000
    National Arbor Day Foundation
    211 N 12th Suite 105
    Lincoln,NE68508     		NONE PC CAPITAL PROJECT 250,000
    National Audubon Society Inc
    11700 SW 100th Street
    Denton,NE68339     		NONE PC General Operating Support 75,000
    National Audubon Society Inc
    11700 SW 100th Street
    Denton,NE68339     		NONE PC Capital Project 250,000
    Nebraska Alliance Of Child Advocacy Centers
    11949 Q Street
    OMAHA,NE68137     		NONE PC General Operating Support 50,000
    Nebraska Community Foundation
    PO Box 83107
    Lincoln,NE68501     		NONE PC CAPITAL PROJECT 250,000
    Nebraska Cultural Endowment
    1004 Farnam Street Plaza Level
    OMAHA,NE68102     		NONE PC General Operating Support 150,000
    Nebraska Youth Justice Initiative
    Po Box 4374
    OMAHA,NE68104     		NONE PC CAPITAL PROJECT 2,000,000
    North Platte Community College Foundation
    1101 Halligan Drive
    North Platte,NE69101     		NONE PC CAPITAL PROJECT 250,000
    Northstar Foundation
    4242 N 49th Avenue
    OMAHA,NE68104     		NONE PC GENERAL OPERATING SUPPORT 300,000
    Omaha Community Foundation
    1120 S 101st Street Suite 320
    Omaha,NE68124     		NONE PC Program Support 50,000
    Omaha Conservatory Of Music
    7023 Cass Street
    OMAHA,NE68132     		NONE PC Program Support 130,000
    Omaha Home For Boys
    4343 N 52nd Street
    OMAHA,NE68104     		NONE PC GENERAL OPERATING SUPPORT 50,000
    Police Athletics For Community Engagement
    5105 South 37th Street
    OMAHA,NE68107     		NONE PC General Operating Support 200,000
    Project Harmony-Haven For Abuse Response Members
    11949 Q Street
    OMAHA,NE68137     		NONE PC PROGRAM SUPPORT 900,000
    Rock County Nebraska
    400 State Street
    Bassett,NE68714     		NONE GOV CAPITAL PROJECT 40,000
    Share Omaha
    6825 Pine Street M/S B3
    OMAHA,NE68106     		NONE PC Capital Project 50,000
    Special Olympics Nebraska Inc
    9427 F St
    OMAHA,NE68127     		NONE PC GENERAL OPERATING SUPPORT 150,000
    The Durham Museum
    801 South 10th Street
    OMAHA,NE68108     		NONE PC CAPITAL PROJECT 250,000
    The Tri-Faith Initiative Of Omaha Nebraska
    13136 Faith Plaza
    Omaha,NE68144     		NONE PC General Operating Support 30,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL SUITE 300
    LINCOLN,NE68508     		NONE PC PROGRAM SUPPORT 200,000
    Youth Emergency Services Inc
    2679 Farnam St Ste 205
    Omaha,NE68131     		NONE PC General Operating Support 80,000
    University Of Nebraska Foundation
    1010 Lincoln Mall Suite 300
    Lincoln,NE68508     		NONE PC CAPITAL PROJECT 1,250,000
    Superior Historic Re-Development Inc
    PO Box 96
    Superior,NE68978     		none PC Capital Project 30,000
    Total .................................bullet 3b 31,946,000
    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 4,231  
    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 63,372,616  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP INCOME     		    24 7,089,629  
    bNET RENTAL REAL ESTATE LOSS       -231,176  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   80,372,150  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    80,372,150
    (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:
    ROBERT B DAUGHERTY FOUNDATION
    EIN:
    36-3766006
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 53,234 47,911   5,323

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

    TY 2021 DepreciationSchedule
    Name:
    ROBERT B DAUGHERTY FOUNDATION
    EIN:
    36-3766006
    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

    TY 2021 InvestmentsOtherSchedule2
    Name:
    ROBERT B DAUGHERTY FOUNDATION
    EIN:
    36-3766006
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GLOBAL EQUITIES FMV 422,566,374 422,566,374
    ABSOLUTE RETURN FUNDS FMV 122,556,574 122,556,574
    LONG/SHORT FUNDS FMV 31,988,851 31,988,851
    REAL ASSET FUNDS FMV 4,669,842 4,669,842
    PRIVATE EQUITY FUNDS FMV 93,137,786 93,137,786
    PRIVATE EQUITY ENERGY FUNDS FMV 53,386,751 53,386,751
    PRIVATE EQUITY RE FUNDS FMV 14,924,540 14,924,540
    FIXED INCOME FMV 118,256,832 118,256,832

    TY 2021 LegalFeesSchedule
    Name:
    ROBERT B DAUGHERTY FOUNDATION
    EIN:
    36-3766006
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 19,569 17,612   1,957


    TY 2021 OtherAssetsSchedule
    Name:
    ROBERT B DAUGHERTY FOUNDATION
    EIN:
    36-3766006
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OTHER RECEIVABLE 18,055,289 2,206,480 2,206,480


    TY 2021 OtherExpensesSchedule
    Name:
    ROBERT B DAUGHERTY FOUNDATION
    EIN:
    36-3766006
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 49,340 9,868   39,472
    SUPPLIES 20,949 4,190   16,759
    MISCELLANEOUS EXPENSE 33,697 6,739   26,958
    PROFESSIONAL DEVELOPMENT 3,775 755   3,020
    OTHER PROGRAM FEES 86,944     86,944
    OTHER INVESTMENT EXPENSES 8,460,533 8,426,583    


    TY 2021 OtherIncomeSchedule2
    Name:
    ROBERT B DAUGHERTY FOUNDATION
    EIN:
    36-3766006
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NET RENTAL REAL ESTATE LOSS -231,176 -231,176  
    PARTNERSHIP INCOME 7,089,629 7,089,629  


    TY 2021 OtherIncreasesSchedule
    Name:
    ROBERT B DAUGHERTY FOUNDATION
    EIN:
    36-3766006
    Description Amount
    TAX > BOOK PASS-THROUGH INCOME/LOSS -1,422,034
    UNREALIZED GAIN/LOSS 67,401,998


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    ROBERT B DAUGHERTY FOUNDATION
    EIN:
    36-3766006
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKKEEPING FEES 6,006 1,201   4,805
    INVESTMENT SERVICE FEES 5,091,062 5,091,062    
    INFORMATION TECHNOLOGY FEES 67,393 13,479   53,914


    TY 2021 TaxesSchedule
    Name:
    ROBERT B DAUGHERTY FOUNDATION
    EIN:
    36-3766006
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 59,649 11,930   47,719
    EXCISE TAXES 840,000      
    FOREIGN TAXES 210,551 210,551    
    STATE INCOME TAXES 22,840 22,840