Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$780,103,315J 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 right arrow.............
3 Interest on savings and temporary cash investments 465,819 465,819  
4 Dividends and interest from securities... 11,742,761 11,734,351 8,410
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 17,557,836
b Gross sales price for all assets on line 6a 17,557,836
7 Capital gain net income (from Part IV, line 2)... 17,557,836
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
List of Attached Documents:
// Content
11,470,015 11,470,015  
12 Total. Add lines 1 through 11........ 41,236,431 41,228,021 8,410
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 903,538 180,708   722,830
14 Other employee salaries and wages...... 495,943 99,189   396,754
15 Pension plans, employee benefits....... 286,361 57,272   229,089
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
20,766 18,689 0 2,077
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
58,820 52,938 0 5,882
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
6,271,984 6,205,072   66,912
17 Interest............... 565,185 565,185    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
824,751 301,390   53,361
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
256,903 256,903  
20 Occupancy.............. 234,577 46,915   187,662
21 Travel, conferences, and meetings....... 24,787 4,957   19,830
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,964,934 10,611,505   310,513
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,908,549 18,400,723 0 1,994,910
25 Contributions, gifts, grants paid....... 45,642,500 45,642,500
26 Total expenses and disbursements. Add lines 24 and 25 66,551,049 18,400,723 0 47,637,410
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -25,314,618
b Net investment income (if negative, enter -0-) 22,827,298
c Adjusted net income (if negative, enter -0-)... 8,410
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 29,688,575 28,757,882 28,757,882
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 861,487,550 Click to see attachment
List of Attached Documents:
// Content
730,939,826 		730,939,826
14 Land, buildings, and equipment: basis right arrow2,625,973
Less: accumulated depreciation (attach schedule) right arrow639,718 2,216,604 1,986,255 1,986,255
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,206,480 		Click to see attachment
List of Attached Documents:
// Content
18,419,352 		Click to see attachment
List of Attached Documents:
// Content
18,419,352
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 895,599,209 780,103,315 780,103,315
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 895,599,209 780,103,315
25 Net assets with donor restrictions............ 0 0
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 895,599,209 780,103,315
30 Total liabilities and net assets/fund balances (see instructions). 895,599,209 780,103,315
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
895,599,209
2
Enter amount from Part I, line 27a .....................
2
-25,314,618
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
-90,181,276
4
Add lines 1, 2, and 3 ..........................
4
780,103,315
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
780,103,315
Form 990-PF (2022)
Form 990-PF (2022)
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 2020-12-31
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       17,557,836
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 17,557,836
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 317,299
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........................... 3 317,299
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- ..... 5 317,299
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 440,230
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 110,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 550,230
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 232,931
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow232,931 Refundedright arrow 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? Click to see attachment
List of Attached Documents:
// Content
....................
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 changesClick to see attachment
List of Attached Documents:
// Content
....
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.Click to see attachment
List of Attached Documents:
// Content
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNE
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrow  
14
The books are in care ofright arrowJOHN WILSON Telephone no.right arrow (402) 933-4663

Located atright arrow15000 VALMONT PLAZA SUITE 202OMAHANE ZIP+4right arrow68154
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrowEI
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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 4,251
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 		459,307 61,181 0
15000 VALMONT PLAZA
OMAHA,NE68154
KIMBERLY YUNGTUM DEPUTY EXECUTIVE DIRECTOR &
40.0 		269,231 57,962 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 		149,673 46,785 0
15000 VALMONT PLAZA SUITE 202
OMAHA,NE68154
JULIE DAVIS TECHNOLOGY OFFICER
40.0 		134,423 47,986 0
15000 VALMONT PLAZA SUITE 202
OMAHA,NE68154
SARA SEMIN GRANTS RESEARCHER
40.0 		134,615 29,863 0
15000 VALMONT PLAZA SUITE 20
OMAHA,NE68154
Total number of other employees paid over $50,000...................right arrow 1
Form 990-PF (2022)
Form 990-PF (2022)
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 1,183,045
14100 CRAWFORD STREET
BOYS TOWN,NE68010
EDGEWOOD MANAGEMENT LLC INVESTMENT SERVICES 215,352
535 MADISON AVE 15TH FLOOR
NEW YORK,NY10022
BNY MELON NA INVESTMENT SERVICES 236,767
PO BOX 223230
PITTSBURGH,PA152512230
EAGLE CAPITAL MANAGEMENT LLC INVESTMENT SERVICES 204,884
499 PARK AVENUE 17TH FLOOR
NEW YORK,NY10022
J FALTER & ASSOCIATES LLC CONSULTING 241,470
1216 LAKE POINT CIR
MCKINNEY,TX75070
Total number of others receiving over $50,000 for professional services.............right arrow5
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.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
762,613,967
b
Average of monthly cash balances.......................
1b
39,069,892
c
Fair market value of all other assets (see instructions)................
1c
2,814,610
d
Total (add lines 1a, b, and c).........................
1d
804,498,469
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
804,498,469
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
12,067,477
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
792,430,992
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
39,621,550
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
39,621,550
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
317,299
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
317,299
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
39,304,251
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
39,304,251
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
39,304,251
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
47,637,410
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
47,637,410
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 39,304,251
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 15,126,231
b Total for prior years:2020, 2019, 2018  
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 47,637,410
a Applied to 2021, but not more than line 2a 15,126,231
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 2022 distributable amount..... 32,511,179
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		6,793,072
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022.... 0
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 97
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 (2022)
Form 990-PF (2022)
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

Aqua-Africa Inc

1111 N 13th St Suite 136A
Omaha,NE68102 		none PC General Operating Support 50,000

Assistance League Of Omaha Nebraska Inc

8502 W Center Road
Omaha,NE68124 		none PC Capital 50,000

Autism Action Partnership

10110 Nicholas St Suite 202
Omaha,NE68114 		none PC Program Support 50,000

Ballet Nebraska

1001 S 6th Street
Council Bluffs,IA51501 		none PC General Operating Support 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

1209 Harney Street Ste 110
Omaha,NE68102 		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 479,000

Boys & Girls Clubs Of The Midlands

2610 Hamilton Street
Omaha,NE68131 		none PC General Operating Support 200,000

Carleton College

One North College Street
Northfield,MN55057 		none PC Capital 1,000,000

Cedars Home For Children Foundation Inc

6601 Pioneers Blvd
Lincoln,NE68506 		none PC Capital 100,000

Celebrating Nebraska Statehood Inc

211 N 14th St Ste 226
Lincoln,NE68508 		none PC Capital 50,000

Central Community College Foundation Inc

201 Foundation Place Suite 200
Hastings,NE68901 		none PC Capital 200,000

Chadron State Foundation

1000 Main Street
Chadron,NE69337 		none PC Capital 250,000

Child Saving Institute Inc

4545 Dodge St
Omaha,NE68132 		none PC General Operating Support 50,000

Childrens Scholarship Fund Of Omaha

7101 Mercy Road Ste 150
Omaha,NE68106 		none PC General Operating Support 20,000

City of Blue Hill NE

517 W Gage St
Blue Hill,NE68930 		none GOV Capital 150,000

City Of Omaha Police Foundation Inc

PO Box 31134
Omaha,NE68131 		none PC Capital 337,250

City of West Point NE

444 S Main St
West Point,NE68788 		none GOV Capital 75,000

Collective For Youth

105 N 31st Ave Suite 103
Omaha,NE68131 		none PC General Operating Support 75,000

College Possible

900 S 74th Plaza Ste 200
Omaha,NE68114 		none PC General Operating Support 100,000

Completely Kids

2566 St Marys Ave
Omaha,NE68105 		none PC Capital 400,000

Completely Kids

2566 St Marys Ave
Omaha,NE68105 		none PC General Operating Support 150,000

Council Bluffs Soccer Club Inc

3260 Mid America Drive
Council Bluffs,IA51501 		none PC Capital 250,000

Creativity Unlimited Arts Council

416 North Jeffers
North Platte,NE69101 		none PC Capital 25,000

Downtown Omaha Inc Foundation

PO Box 8252
Omaha,NE68108 		none PC Program Support 25,000

Downtown Riverfront Trust

10050 Regency Circle
SUITE 101
Omaha,NE68114 		none PC Capital 20,000,000

Elwood Area Foundation Inc

314 Smith Avenue
Elwood,NE68937 		none PC Program Support 10,000

Family Housing Advisory Services Inc

2401 Lake Street
OMAHA,NE68111 		none PC General Operating Support 50,000

Film Streams Inc

1340 Mike Fahey St
Omaha,NE68102 		none PC General Operating Support 50,000

First Responders Foundation

10605 Burt Circle
Omaha,NE68114 		none PC Program Support 50,000

Girls Incorporated Of Omaha

2811 N 45th St
Omaha,NE68104 		none PC General Operating Support 100,000

Habitat For Humanity International Inc

1701 N 24th Street
Omaha,NE68110 		none PC General Operating Support 50,000

Heart Ministry Center Inc

2222 Binney St
Omaha,NE68110 		none PC Capital 50,000

Heartland Bike Share

1144 N 11th Street Suite B
Omaha,NE68102 		none PC General Operating Support 40,000

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 100,000

Kaneko

1111 Jones Street
Omaha,NE68102 		none PC General Operating Support 100,000

Kids Can Community Center

4860 Q St
Omaha,NE68117 		none PC General Operating Support 50,000

Lake Cunningham Development Trust

10340 North 84th Street
Omaha,NE68122 		none PC Capital 1,000,000

Lincoln Literacy Council

745 South 9th Street
Lincoln,NE68508 		none PC General Operating Support 20,000

Mary Young Mens Christian Assn Of Beatrice Ne

1801 Scott St
Beatrice,NE68310 		none PC Capital 250,000

Mental Health Innovation Foundation

1550 Mike Fahey Street
Omaha,NE68102 		none PC Program Support 50,000

Merrymakers Association

12020 Shamrock Plaza Ste 200
Omaha,NE68154 		none PC General Operating Support 25,000

Metropolitan Area Continuum Of Care For Homeless

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 Capital 2,500,000

Metropolitan Community College Foundation

Fort Omaha Campus Building 12S
Omaha,NE68103 		none PC Program Support 100,000

National Arbor Day Foundation

211 N 12th Suite 105
Lincoln,NE68508 		none PC Capital 250,000

National Audubon Society Inc

44450 Elm Island Rd
Gibbon,NE68840 		none PC General Operating Support 25,000

National Audubon Society Inc

44450 Elm Island Rd
Gibbon,NE68840 		none PC Capital 150,000

Nebraska Alliance Of Child Advocacy Centers

11949 Q Street
Omaha,NE68137 		none PC General Operating Support 25,000

Nebraska Children And Families Foundation

215 Centennial Mall South Ste 200
Lincoln,NE68508 		none PC Program Support 100,000

Nebraska Community Foundation

PO Box 83107
Lincoln,NE68501 		none PC Capital 250,000

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 100,000

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 250,000

Northstar Foundation

4242 N 49th Avenue
Omaha,NE68104 		none PC Capital 250,000

Northstar Foundation

4242 N 49th Avenue
Omaha,NE68104 		none PC General Operating Support 150,000

Omaha Botanical Center Inc

100 Bancroft Street
Omaha,NE68108 		none PC Program Support 25,000

Omaha Childrens Museum Inc

500 S 20th Street
Omaha,NE68102 		none PC General Operating Support 50,000

Omaha Community Foundation

1120 S 101st St Ste 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 Home For Boys

4343 N 52nd Street
Omaha,NE68104 		none PC General Operating Support 25,000

Omaha Performing Arts Society

1200 Douglas Street
Omaha,NE68102 		none PC General Operating Support 93,750

Omaha Shelter For Homeless Trust

10050 Regency Circle Suite 101
Omaha,NE68114 		none PC Capital 1,000,000

Omaha Summer Arts Festival Inc

PO Box 31036
Omaha,NE68131 		none PC Program Support 40,000

Oneworld Community Health Centers Inc

4920 South 30th Street Suite 103
Omaha,NE68107 		none PC Program Support 50,000

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 Program Support 10,000

Platte River Basin Environments Inc

1212 Circle Drive
Scottsbluff,NE69361 		none PC Capital 500,000

Police Athletics For Community Engagement

5105 South 37th Street
Omaha,NE68107 		none PC General Operating Support 100,000

Pottawattamie Arts Culture & Entertainment

1001 South 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 560,000

Project Houseworks

2316 S 24th St
Omaha,NE68108 		none PC Program Support 80,000

Rise Academy

3555 Farnam St Suite 222
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

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

Siena Francis House

1401 N 18th Street
Omaha,NE68102 		none PC General Operating Support 100,000

Simple Foundation

3157 Farnam St Ste 7104
Omaha,NE68131 		none PC General Operating Support 50,000

Spark

1111 N 13th Street 311
Omaha,NE68102 		none PC General Operating Support 25,000

Special Olympics Nebraska Inc

9427 F St
Omaha,NE68127 		none PC General Operating Support 50,000

Stephen Center Inc

2723 Q Street
Omaha,NE68107 		none PC General Operating Support 50,000

Superior Historic Re-Development Inc

PO Box 96
Superior,NE68978 		none PC Capital 30,000

The Durham Museum

801 South 10th Street
Omaha,NE68108 		none PC Capital 100,000

The Salvation Army

10755 Burt Street
Omaha,NE68114 		none PC Program Support 25,000

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

United Way Of The Midlands

2201 Farnam Street
Omaha,NE68102 		none PC Program Support 380,000

University Of Nebraska Foundation

1010 Lincoln Mall Suite 300
Lincoln,NE68508 		none PC Program Support 3,687,500

University Of Nebraska Foundation

1010 Lincoln Mall Suite 300
Lincoln,NE68508 		none PC Capital 6,500,000

Willa Cather Foundation

413 N Webster Street
Red Cloud,NE68970 		none PC General Operating Support 50,000

Womens Center For Advancement

3801 Harney St
Omaha,NE68131 		none PC General Operating Support 100,000

Ymca Of Greater Omaha

430 South 20th St
Omaha,NE68102 		none PC Capital 500,000

Youth Emergency Services Inc

2566 Farnam Street Ste 301
Omaha,NE68131 		none PC General Operating Support 40,000
Total .................................right arrow 3a 45,642,500
bApproved for future payment

Aqua-Africa Inc
1111 N 13TH ST SUITE 136A
OMAHA,NE68102 		NONE PC GENERAL OPERATING SUPPORT 0

Mental Health Innovation Foundation
1550 MIKE FAHEY STREET
OMAHA,NE68102 		NONE PC Program Support 0

Northstar Foundation
4242 N 49th Avenue
OMAHA,NE68104 		NONE PC GENERAL OPERATING SUPPORT 0

Share Omaha
6825 Pine Street M/S B3
OMAHA,NE68106 		NONE PC Capital Project 0

UNIVERSITY OF NEBRASKA FOUNDATION
1010 LINCOLN MALL SUITE 300
LINCOLN,NE68508 		NONE PC GENERAL OPERATING SUPPORT 0

AT EASE USA
10605 BURT CIRCLE
OMAHA,NE68114 		NONE PC GENERAL OPERATING SUPPORT 0

BOYS & GIRLS CLUBS OF LINCOLN LANCASTER COUNTY
700 R STREET STE 321
LINCOLN,NE68501 		NONE PC CAPITAL PROJECT 0

BOYS & GIRLS CLUBS OF THE MIDLANDS
2610 HAMILTON STREET
OMAHA,NE68131 		NONE PC CAPITAL PROJECT 0

CENTRAL COMMUNITY COLLEGE FOUNDATION INC
201 FOUNDATION PLACE SUITE 200
HASTINGS,NE68901 		NONE PC CAPITAL PROJECT 0

CHILD SAVING INSTITUTE INC
4545 DODGE ST
OMAHA,NE68132 		NONE PC CAPITAL PROJECT 0

CITY OF LEXINGTON
406 E 7TH ST
LEXINGTON,NE68850 		NONE GOV PROGRAM SUPPORT 0

CITY OF MILFORD NEBRASKA
402 1ST STREET
MILFORD,NE68405 		NONE GOV CAPITAL PROJECT 0

CITY OF RAVENNA NE
416 GRAND AVE
RAVENNA,NE68869 		NONE GOV PROGRAM SUPPORT 0

COLLEGE OF SAINT MARY
7000 MERCY RD
OMAHA,NE68106 		NONE PC CAPITAL PROJECT 0

COMMUNITY ALLIANCE INC
4001 LEAVENWORTH STREET
OMAHA,NE68105 		NONE SO II PROGRAM SUPPORT 0

COMPLETELY KIDS
2566 ST MARYS AVE
OMAHA,NE68105 		NONE PC CAPITAL PROJECT 0

EMERSON VETERANS MEMORIAL PARK COMMITTEE
511 STATE ST
EMERSON,NE68733 		NONE PC GENERAL OPERATING SUPPORT 0

FAMILY HOUSING ADVISORY SERVICES INC
2401 LAKE STREET
OMAHA,NE68111 		NONE PC CAPITAL PROJECT 0

FATHER FLANAGANS BOYS HOME
14100 CRAWFORD STREET
BOYS TOWN,NE68010 		NONE PC GENERAL OPERATING SUPPORT 0

FILM STREAMS INC
1340 MIKE FAHEY ST
OMAHA,NE68102 		NONE PC CAPIAL PROJECT 0

GOTHENBURG EARLY CHILDHOOD LEARNING COALITION
416 10TH ST
GOTHENBURG,NE69138 		NONE PC GENERAL OPERATING SUPPORT 0

HEARTLAND FAMILY SERVICE
2101 S 42ND ST
OMAHA,NE68105 		NONE PC PROGRAM SUPPORT 0

HOPE HARBOR INC
615 W 1ST STREET
GRAND ISLAND,NE68801 		NONE PC CAPITAL PROJECT 0

JUSTICE FOR OUR NEIGHBORS NEBRASKA
4223 CENTER STREET
OMAHA,NE68105 		NONE PC CAPITAL PROJECT 0

KEARNEY FAMILY YOUNG MEN'S CHRISTIAN ASSOCIATION
4500 6TH AVENUE
KEARNEY,NE68845 		NONE PC GENERAL OPERATING SUPPORT 0

LEGAL AID OF NEBRASKA
209 S 19TH STREET SUITE 200
OMAHA,NE68102 		NONE PC PROGRAM SUPPORT 0

MERRYMAKERS ASSOCIATION
12020 SHAMROCK PLAZA STE 200
OMAHA,NE68154 		NONE PC PROGAM SUPPORT 0

MUSEUM OF NEBRASKA ART
2401 CENTRAL AVE
KEARNEY,NE68847 		NONE PC CAPITAL PROJECT 0

NATURE CONSERVANCY
1007 LEAVENWORTH STREET
OMAHA,NE68102 		NONE PC CAPITAL PROJECT 0

NEBRASKA CITY VETERANS MEMORIAL BUILDING PROJECT
810 1ST CORSO
NEBRASKA CITY,NE68410 		NONE PC GENERAL OPERATING SUPPORT 0

NEBRASKA HUMANE SOCIETY
8929 FORT STREET
OMAHA,NE68134 		NONE PC CAPITAL PROJECT 0

OLLIE WEBB CENTER INC
1941 S 42ND STREET SUITE 122
OMAHA,NE68105 		NONE PC CAPITAL PROJECT 0

OMAHA EQUESTRIAN FOUNDATION
1004 FARNAM STREET SUITE 100
OMAHA,NE68102 		NONE PC GENERAL OPERATING SUPPORT 0

OMAHA ZOO FOUNDATION
3701 S 10TH STREET
OMAHA,NE68107 		NONE SO I CAPITAL PROJECT 0

ONEWORLD COMMUNITY HEALTH CENTERS INC
4920 SOUTH 30TH STREET SUITE 103
OMAHA,NE68107 		NONE PC CAPITAL PROJECT 0

ONEWORLD COMMUNITY HEALTH CENTERS INC
4920 SOUTH 30TH STREET SUITE 103
OMAHA,NE68107 		NONE PC GENERAL OPERATING SUPPORT 0

OPERA OMAHA INC
1850 FARNAM STREET
OMAHA,NE68102 		NONE PC PROGRAM SUPPORT 0

PLATTE RIVER WHOOPING CRANE MAINTENANCE TRUST INC
6611 WEST WHOOPING CRANE DRIVE
WOOD RIVER,NE68883 		NONE SO I PROGRAM SUPPORT 0

POLICE ATHLETICS FOR COMMUNITY ENGAGEMENT
5105 SOUTH 37TH STREET
OMAHA,NE68107 		NONE PC GENERAL OPERATING SUPPORT 0

PROJECT HOUSEWORKS
2316 S 24TH ST
OMAHA,NE68108 		NONE PC GENERAL OPERATING SUPPORT 0

SANTA MONICA INC
401 SOUTH 39TH STREET
OMAHA,NE68131 		NONE PC PROGRAM SUPPORT 0

SIENA FRANCIS HOUSE
1401 N 18TH STREET
OMAHA,NE68102 		NONE PC CAPITAL PROJECT 0

SIMPLE FOUNDATION
3157 FARNAM ST STE 7104
OMAHA,NE68131 		NONE PC GENERAL OPERATING SUPPORT 0

STRATEGIC AIR COMMAND AND AEROSPACE MUSEUM
28210 WEST PARK HIGHWAY
ASHLAND,NE68003 		NONE PC CAPITAL PROJECT 0

SUSAN LAFLESCHE PICOTTE CENTER
503 MATTHEWSON ST
WALTHILL,NE68067 		NONE PC CAPITAL PROJECT 0

TEAMMATES MENTORING PROGRAM
11615 CENTENNIAL ROAD
LA VISTA,NE68128 		NONE PC GENERAL OPERATING SUPPORT 0

UNITED WAY OF THE MIDLANDS
2201 FARNAM STREET
OMAHA,NE68102 		NONE PC PROGRAM SUPPORT 0

WEST POINT COMMUNITY THEATER
237 N MAIN ST
WEST POINT,NE68788 		NONE PC CAPITAL PROJECT 0

YANNEY HERITAGE PARK FOUNDATION
412 W 48TH ST STE 12
KEARNEY,NE68845 		NONE PC CAPITAL PROJECT 0

BOYS & GIRLS CLUBS OF THE MIDLANDS
2610 HAMILTON STREET
OMAHA,NE68131 		NONE PC CAPITAL PROJECT 0
Total ................................. right arrow 3b 27,580,000
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		    14 465,819  
4 Dividends and interest from securities ....     14 11,742,761  
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 17,557,836  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP INCOME 		    24 11,714,152  
bNET RENTAL REAL ESTATE LOSS       -244,137  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   41,236,431  
13Total. Add line 12, columns (b), (d), and (e)..................
13
41,236,431
(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 (2022)
Form 990-PF (2022)
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
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 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
ROBERT B DAUGHERTY FOUNDATION
EIN:
36-3766006
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 58,820 52,938   5,882

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TY 2022 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 2022 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 341,923,791 341,923,791
ABSOLUTE RETURN FUNDS FMV 106,497,118 106,497,118
LONG/SHORT FUNDS FMV 9,402,156 9,402,156
REAL ASSET FUNDS FMV 0 0
PRIVATE EQUITY FUNDS FMV 103,734,579 103,734,579
PRIVATE EQUITY ENERGY FUNDS FMV 61,904,377 61,904,377
PRIVATE EQUITY RE FUNDS FMV 19,061,470 19,061,470
FIXED INCOME FMV 88,416,335 88,416,335

TY 2022 LegalFeesSchedule
Name:
ROBERT B DAUGHERTY FOUNDATION
EIN:
36-3766006
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 20,766 18,689   2,077


TY 2022 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 2,206,480 18,419,352 18,419,352


TY 2022 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 59,208 11,842   47,366
SUPPLIES 13,245 2,649   10,596
MISCELLANEOUS EXPENSE 6,462 1,292   5,170
PROFESSIONAL DEVELOPMENT 5,764 1,153   4,611
OTHER PROGRAM FEES 242,370     242,370
OTHER INVESTMENT EXPENSES 10,637,385 10,594,469    
MARKETING 500 100   400


TY 2022 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 -244,137 -244,137  
PARTNERSHIP INCOME 11,714,152 11,714,152  


TY 2022 OtherIncreasesSchedule
Name:
ROBERT B DAUGHERTY FOUNDATION
EIN:
36-3766006
Description Amount
TAX > BOOK PASS-THROUGH INCOME/LOSS -2,544,086
UNREALIZED GAIN/LOSS -87,637,190


TY 2022 OtherProfessionalFeesSchedule
Name:
ROBERT B DAUGHERTY FOUNDATION
EIN:
36-3766006
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKKEEPING FEES 6,372 1,274   5,098
INVESTMENT SERVICE FEES 6,188,345 6,188,345    
INFORMATION TECHNOLOGY FEES 77,267 15,453   61,814


TY 2022 TaxesSchedule
Name:
ROBERT B DAUGHERTY FOUNDATION
EIN:
36-3766006
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 66,701 13,340   53,361
EXCISE TAXES 470,000      
FOREIGN TAXES 267,217 267,217    
STATE INCOME TAXES 20,833 20,833