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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE CHARLES AND MARY HEIDER
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)12910 PIERCE ST STE 310
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OMAHA, NE68144
A Employer identification number

47-0810266
B Telephone number (see instructions)

(402) 397-0295
C 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$423,965,643J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 828,688 828,688  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,956,827
b Gross sales price for all assets on line 6a 36,593,175
7 Capital gain net income (from Part IV, line 2)... 14,956,827
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
6,082 0  
12 Total. Add lines 1 through 11........ 15,791,597 15,785,515  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 367,500 0   367,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 26,039 0   6,510
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
12,152 0   3,038
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,131 0   3,283
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
83,700 83,700   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
59,118 911   6,446
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
64,918 0  
20 Occupancy.............. 110,683 0   27,671
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
31,847 0   7,963
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 769,088 84,611   422,411
25 Contributions, gifts, grants paid....... 30,774,900 30,774,900
26 Total expenses and disbursements. Add lines 24 and 25 31,543,988 84,611   31,197,311
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,752,391
b Net investment income (if negative, enter -0-) 15,700,904
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 2,236,283 8,129,721 8,129,721
2 Savings and temporary cash investments.........      
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)....... 284,177,250 Click to see attachment
List of Attached Documents:
// Content
262,540,902 		414,889,149
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).......... 646,230 Click to see attachment
List of Attached Documents:
// Content
701,671 		742,950
14 Land, buildings, and equipment: basis right arrow694,616
Less: accumulated depreciation (attach schedule) right arrow490,793 268,745 Click to see attachment
List of Attached Documents:
// Content
203,823 		203,823
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 287,328,508 271,576,117 423,965,643
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...........    
25 Net assets with donor restrictions............    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 287,328,508 271,576,117
29 Total net assets or fund balances (see instructions)..... 287,328,508 271,576,117
30 Total liabilities and net assets/fund balances (see instructions). 287,328,508 271,576,117
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
287,328,508
2
Enter amount from Part I, line 27a .....................
2
-15,752,391
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
271,576,117
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
271,576,117
Form 990-PF (2024)
Form 990-PF (2024)
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 FNBO - 9015 P   2024-12-31
b RUANE - 3225 P   2024-12-31
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 16,961,248   10,557,399 6,403,849
b 19,631,927   11,078,949 8,552,978
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       6,403,849
b       8,552,978
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 14,956,827
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  
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) 1 218,243
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 218,243
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 218,243
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 25,387
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,387
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 9,493
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 202,349
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 2024 or the taxable year beginning in 2024? 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
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 arrowN/A
14
The books are in care ofright arrowSCOTT HEIDER Telephone no.right arrow (402) 397-0295

Located atright arrow9762 ASCOT DRIVEOMAHANE ZIP+4right arrow68114
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 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
CINDY M HEIDER PRESIDENT/TREASURER
15.00 		158,333 0 0
9762 ASCOT DRIVE
OMAHA,NE68114
SCOTT C HEIDER VICE-PRESIDENT/SECRETARY
5.00 		0 0 0
9762 ASCOT DRIVE
OMAHA,NE68114
ERIN SWANSON RUSSELL OFFICER
15.00 		209,167 26,039 0
4720 S 129TH ST
OMAHA,NE68137
MICHAEL T FINDLEY OFFICER
5.00 		0 0 0
325 S HAPPY HOLLOW BLVD
OMAHA,NE68132
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
404,301,415
b
Average of monthly cash balances.......................
1b
11,192,040
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
415,493,455
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
415,493,455
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,232,402
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
409,261,053
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
20,463,053
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
20,463,053
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
218,243
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
218,243
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
20,244,810
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
20,244,810
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
20,244,810
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
31,197,311
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
 
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
31,197,311
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 20,244,810
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 3,404,291
b From 2020...... 7,733,039
c From 2021...... 6,604,306
d From 2022...... 3,478,396
e From 2023...... 5,860,310
f Total of lines 3a through e ........ 27,080,342
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 31,197,311
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 20,244,810
e Remaining amount distributed out of corpus 10,952,501
5 Excess distributions carryover applied to 2024. 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 38,032,843
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		3,404,291
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		34,628,552
10 Analysis of line 9:
a Excess from 2020.... 7,733,039
b Excess from 2021.... 6,604,306
c Excess from 2022.... 3,478,396
d Excess from 2023.... 5,860,310
e Excess from 2024.... 10,952,501
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
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

100 BLACK MEN OF OMAHA

2221 N 24TH ST
OMAHA,NE68110 		NONE PC CHARITABLE 20,000

A TIME TO HEAL CANCER FOUNDATION

8707 W CENTER RD STE 101
OMAHA,NE68124 		NONE PC CHARITABLE 10,000

ABIDE

3223 N 45TH ST
OMAHA,NE68104 		NONE PC CHARITABLE 10,000

AKSARBEN FOUNDATION

7101 MERCY RD STE 23
OMAHA,NE68106 		NONE PC CHARITABLE 1,000

AMERICAN CANCER SOCIETY

8030 FARNAM DR
OMAHA,NE68114 		NONE PC CHARITABLE 25,000

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

PO BOX 45739
OMAHA,NE68137 		NONE PC CHARITABLE 10,000

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVENUE
DALLAS,TX75231 		NONE PC CHARITABLE 2,500

AMERICAN MIDWEST BALLET

PO BOX 6413
OMAHA,NE68106 		NONE PC CHARITABLE 110,000

AMERICAN RED CROSSOMAHA

2912 S 80TH AVE
OMAHA,NE68164 		NONE PC CHARITABLE 5,000

ANGEL GUARDIANS INC

15677 SPAULDING ST
OMAHA,NE68116 		NONE PC CHARITABLE 5,000

ARCHBISHOP'S DINNER FOR EDUCATION

2222 N 11TH ST
OMAHA,NE68164 		NONE PC CHARITABLE 10,000

ARTHRITIS FOUNDATION

1355 PEACHTREE STREET NE SUITE 600
ATALANTA,GA30309 		NONE PC CHARITABLE 10,000

ARUPE COLLEGE OF LOYOLA UNIVERSITY

1 E PEARSON ST
CHICAGO,IL60611 		NONE PC CHARITABLE 5,000

ASSISTANCE LEAGUE OF OMAHA

8502 W CENTER RD
OMAHA,NE68124 		NONE PC CHARITABLE 1,000

AT EASE USA

PO BOX 24465
OMAHA,NE68124 		NONE PC CHARITABLE 5,000

AUTISM ACTION PARTNERSHIP

10110 NICHOLAS ST 202
OMAHA,NE68114 		NONE PC CHARITABLE 25,000

BATEMAN HORNE CENTER

24 1100 E 205
SAL LAKE CITY,UT84102 		NONE PC CHARITABLE 250,000

BEMIS CENTER FOR CONTEMPORARY ARTS

724 S 12TH ST
OMAHA,NE68102 		NONE PC CHARITABLE 25,000

BIG BROTHERS BIG SISTERS OF MIDLANDS

10831 OLD MILL ROAD
OMAHA,NE68154 		NONE PC CHARITABLE 25,000

BIOCOLLECTIVE RESEARCH

9200 E MINERAL AVE 137
CENTENNAIL,CO80112 		NONE PC CHARITABLE 60,000

BLACK STUDENT CATHOLIC SCHOLARSHIP

2222 N 111TH ST
OMAHA,NE68164 		NONE PC CHARITABLE 2,000

BLUE GRASS FARMS CHARITIES

2339 SANDERSVILLE RD
LEXINGTON,KY40511 		NONE PC CHARITABLE 50,000

BOY SCOUTS OF AMERICA

12401 W MAPLE RD
OMAHA,NE68164 		NONE PC CHARITABLE 3,000

BOY SCOUTS OF AMERICA MID-AMERICA COUNCIL

12401 W MAPLE RD
OMAHA,NE68164 		NONE PC CHARITABLE 20,000

BOYS AND GIRLS CLUBS OF THE MIDLANDS

2610 HAMILTON STREET
OMAHA,NE68131 		NONE PC CHARITABLE 362,500

CANOPY SOUTH

2411 O ST STE 1
OMAHA,NE68107 		NONE PC CHARITABLE 10,000

CASA FOR DOUGLAS COUNTY

2412 ST MARYS AVENUE
OMAHA,NE68105 		NONE PC CHARITABLE 5,000

CATHOLIC CHARITIES

3300 NORTH 60TH STREET
OMAHA,NE68102 		NONE PC CHARITABLE 10,000

CATHOLIC EDUCATION OPPORTUNITIES FOUNDATION

444 LEWIS HARGETT CIRCLE STE 125
LEXINGTON,KY40503 		NONE PC CHARITABLE 15,000

CHI HEALTH FOUNDATION

12809 W DODGE RD
OMAHA,NE68154 		NONE PC CHARITABLE 5,000

CHILD SAVING INSTITUTE

4545 DODGE ST
OMAHA,NE68132 		NONE PC CHARITABLE 9,125,000

CHILDREN'S HOSPITAL COLORADO FOUNDATION

13123 EAST 16TH AVE BOX 045
AURORA,CO80045 		NONE PC CHARITABLE 70,000

CHILDREN'S NEBRASKA HOSPITAL

8200 DODGE ST
OMAHA,NE68114 		NONE PC CHARITABLE 1,106,500

CHILDREN'S SCHOLARSHIP FUND OF OMAHA

1414 HARNEY ST SUITE 400
OMAHA,NE68102 		NONE PC CHARITABLE 50,000

CHRIST CHILD SOCIETY OF OMAHA

2920 S 110TH CT
OMAHA,NE68144 		NONE PC CHARITABLE 20,000

CHRIST THE KING

654 S 86TH STREET
OMAHA,NE68114 		NONE PC CHARITABLE 35,000

CHRONIC CARE INTERNATIONAL

12370 ROSE LN
OMAHA,NE68154 		NONE PC CHARITABLE 10,000

CITY OF OMAHA PUBLIC LIBRARY

9101 W DODGE RD
OMAHA,NE68114 		NONE PC CHARITABLE 11,000

COLLEGE OF SAINT MARY

7000 MERCY RD
OMAHA,NE68106 		NONE PC CHARITABLE 10,000

COMMUNITY ALLIANCE

4001 LEAVENWORTH ST
OMAHA,NE68105 		NONE PC CHARITABLE 1,015,000

COMMUNITY INFORMATION TRUST

7205 DODGE STREET
OMAHA,NE68114 		NONE PC CHARITABLE 1,000,000

COMPLETELY KIDS

2566 ST MARYS AVE
OMAHA,NE68105 		NONE PC CHARITABLE 10,000

CREIGHTON PREPARATORY SCHOOL

7400 WESTERN AVENUE
OMAHA,NE68114 		NONE PC CHARITABLE 423,500

CREIGHTON UNIVERSITY

2500 CALIFORNIA PLAZA
OMAHA,NE68178 		NONE PC CHARITABLE 1,461,175

CROHN'S & COLITIS FOUNDATION

8901 INDIAN HILLS DR STE 200
OMAHA,NE68114 		NONE PC CHARITABLE 10,000

CUES

2207 WIRT STREET
OMAHA,NE68110 		NONE PC CHARITABLE 296,000

DENVER ART MUSEUM

100 W 14TH AVENUE PKWY
DENVER,CO80204 		NONE PC CHARITABLE 20,000

DOWNTOWN RIVERFRONT TRUST

10050 REGENCY CIRCLE SUITE 101
OMAHA,NE68114 		NONE PC CHARITABLE 200,000

DUCHESNE ACADEMY OF THE SACRED HEART

3601 BURT STREET
OMAHA,NE68131 		NONE PC CHARITABLE 3,161,000

EPIC FOR GIRLS

117 N 32ND AVE STE 202
OMAHA,NE68131 		NONE PC CHARITABLE 15,000

ESSENTIAL PREGNANCY SERVICES

6220 MAPLE STREET
OMAHA,NE68104 		NONE PC CHARITABLE 40,000

FAYETTE ALLIANCE FOUNDATION

603 W SHORT ST
LEXINGTON,KY40508 		NONE PC CHARITABLE 12,000

FILM STREAMS

1340 MIKE FAHEY STREET
OMAHA,NE68102 		NONE PC CHARITABLE 162,500

FONTENELLE FOREST

1111 BELLEVUE BLVD
BELLEVUE,NE68005 		NONE PC CHARITABLE 1,000

FREMONT AREA VETERANS COALITION

819 ABERDEEN DR
FREMONT,NE68025 		NONE PC CHARITABLE 2,000

GIRL SCOUTS SPIRIT OF NEBRASKA

2121 S 44TH ST
OMAHA,NE68105 		NONE PC CHARITABLE 3,000

GLOBAL PARTNERS IN HOPE

14441 DUPONT CT STE 101
OMAHA,NE68144 		NONE PC CHARITABLE 20,000

GO BEYOND NEBRASKA

PO BOX 641609
OMAHA,NE68164 		NONE PC CHARITABLE 15,000

GOOD SHEPHERD CATHOLIC CHURCH

2626 E 7TH AVE PKWY
DENVER,CO80206 		NONE PC CHARITABLE 70,000

HABITAT FOR HUMANITY OF OMAHA

1229 MILLWORK AVE STE 301
OMAHA,NE68102 		NONE PC CHARITABLE 13,000

HEART MINISTRY CENTER

2222 BINNEY ST
OMAHA,NE68110 		NONE PC CHARITABLE 37,000

HEARTLAND EQUINE THERAPEUTIC RIDING ACADEMY

10130 S 222ND ST
GRETNA,NE68028 		NONE PC CHARITABLE 10,000

HERITAGE SERVICES

10050 REGENCY CIRCLE SUITE 101
OMAHA,NE68114 		NONE PC CHARITABLE 25,000

IMMIGRANT LEGAL CENTER

1458 HOWARD STREET
SAN FRANCISCO,CA94103 		NONE PC CHARITABLE 10,000

INTERCULTURAL SENIOR CENTER

5545 CENTER STREET
OMAHA,NE68106 		NONE PC CHARITABLE 5,000

JESUIT ACADEMY

2311 N 22ND STREET
OMAHA,NE68110 		NONE PC CHARITABLE 809,750

JOSLYN CASTLE

3902 DAVENPORT ST
OMAHA,NE68131 		NONE PC CHARITABLE 1,500

JUNIOR LEAGUE OF OMAHA FOUNDATION

12135 PACIFIC STREET
OMAHA,NE68154 		NONE PC CHARITABLE 1,000

KAPPA KAPPA GAMMA FOUNDATION

530 EAST TOWN STREET PO BOX 38
COLUMBUS,OH43216 		NONE PC CHARITABLE 2,000

KEVIN O'CONNOR SCHOLARSHIP FUND

2111 S 165TH ST
OMAHA,NE68130 		NONE PC CHARITABLE 2,000

KNIGHTS OF THE HOLY EUCHARIST

7303 N 112TH ST
WAVERLY,NE68462 		NONE PC CHARITABLE 5,000

KUEMPER CATHOLIC SCHOOL

109 S CLARK STREET
CARROLL,IA51401 		NONE PC CHARITABLE 10,000

LATINO CENTER OF THE MIDLANDS

4821 S 24TH ST
OMAHA,NE68107 		NONE PC CHARITABLE 20,000

LAURITZEN GARDENS

100 BANCROFT STREET
OMAHA,NE68108 		NONE PC CHARITABLE 171,000

LINCOLN CHILDREN'S MUSEUM

1420 P ST
LINCOLN,NE68508 		NONE PC CHARITABLE 5,000

MAKE-A-WISH FOUNDATION OF NEBRASKA

11836 ARBOR STREET
OMAHA,NE68144 		NONE PC CHARITABLE 10,000

MARIAN HIGH SCHOOL

7400 MILITARY AVE
OMAHA,NE68134 		NONE PC CHARITABLE 20,000

MENTAL HEALTH INNOVATION FOUNDATION

1550 MIKE FAHEY ST
OMAHA,NE68102 		NONE PC CHARITABLE 1,000,000

MERCY HIGH SCHOOL

1501 S 48TH STREET
OMAHA,NE68106 		NONE PC CHARITABLE 156,000

MICAH HOUSE

1415 AVENUE J
COUNCIL BLUFFS,IA51501 		NONE PC CHARITABLE 15,000

MICHAEL J FOX FOUNDATION

PO BOX 4777
NEW YORK,NY10163 		NONE PC CHARITABLE 331,000

MICHAEL S KUTILEK MEMORIAL FUND

1120 S 101ST ST SUITE 320
OMAHA,NE68124 		NONE PC CHARITABLE 15,000

MOUNT ST VINCENT HOME

14330 EAGLE RUN DR
OMAHA,NE68164 		NONE PC CHARITABLE 40,000

NATIONAL MUSEUM OF RACING

191 UNION AVE
SARATOGA SPRINGS,NY12866 		NONE PC CHARITABLE 6,000

NEBRASKA GOLF FOUNDATION

6618 S 118TH ST
OMAHA,NE68137 		NONE PC CHARITABLE 5,000

NEBRASKA WRITER'S COLLECTIVE

9712 N 34TH STREET
OMAHA,NE68112 		NONE PC CHARITABLE 20,000

NEW VOCATIONS

719 DOLAN LANE
LEXINGTON,KY40511 		NONE PC CHARITABLE 30,000

NORTH OMAHA MUSIC AND ARTS

2510 N 24TH ST
OMAHA,NE68110 		NONE PC CHARITABLE 5,000

NORTHSTAR FOUNDATION

4242 N 49TH AVE
OMAHA,NE68104 		NONE PC CHARITABLE 20,000

OMAHA BRIDGES OUT OF POVERTY INC

4343 N 52ND ST
OMAHA,NE68104 		NONE PC CHARITABLE 10,000

OMAHA CATHOLIC SCHOOLS CONSORTIUM

4501 S 41ST ST
OMAHA,NE68107 		NONE PC CHARITABLE 517,875

OMAHA CHILDREN'S MUSEUM

500 S 20TH ST
OMAHA,NE68102 		NONE PC CHARITABLE 45,000

OMAHA COMMUNITY FOUNDATION

302 S 36TH ST 100
OMAHA,NE68131 		NONE PC CHARITABLE 5,000

OMAHA COMMUNITY PLAYHOUSE

6915 CASS ST
OMAHA,NE68132 		NONE PC CHARITABLE 37,000

OMAHA CONSERVATORY OF MUSIC

3504 S 108TH ST
OMAHA,NE68144 		NONE PC CHARITABLE 35,000

OMAHA EQUESTRIAN FOUNDATION

1004 FARNAM ST
OMAHA,NE68102 		NONE PC CHARITABLE 10,500

OMAHA PERFORMING ARTS - THE PRESENTERS

1200 DOUGLAS STREET
OMAHA,NE68102 		NONE PC CHARITABLE 1,812,000

OMAHA POLICE FOUNDATION

505 S 15TH ST
OMAHA,NE68102 		NONE PC CHARITABLE 5,000

OMAHA RODEO

6910 PACIFIC ST 102
OMAHA,NE68106 		NONE PC CHARITABLE 5,000

OMAHA STREET SCHOOL

3223 N 45TH STREET
OMAHA,NE68104 		NONE PC CHARITABLE 25,000

OMAHA SYMPHONY

1605 HOWARD STREET
OMAHA,NE68102 		NONE PC CHARITABLE 11,000

ONEWORLD COMMUNITY HEALTH CENTERS

4920 S 30TH ST
OMAHA,NE68107 		NONE PC CHARITABLE 10,000

OPEN DOOR MISSION

2726 N 23RD ST E
OMAHA,NE68110 		NONE PC CHARITABLE 13,000

OPEN MEDICINE FOUNDATION

29302 LARO DRIVE
AGOURA HILLS,CA91301 		NONE PC CHARITABLE 75,000

OPERA OMAHA

1850 FARNAM ST
OMAHA,NE68102 		NONE PC CHARITABLE 5,000

PACE OMAHA

5105 A 37TH ST
OMAHA,NE68107 		NONE PC CHARITABLE 15,000

PARKINSON'S NEBRASKA

16811 BURDETTE STREET SUITE ONE
OMAHA,NE68116 		NONE PC CHARITABLE 500,000

PARTNERSHIP 4 KIDS

1004 FARNAM STREET SUITE 200
OMAHA,NE68102 		NONE PC CHARITABLE 12,500

PEAR TREE PERFORMING ARTS

4801 NW RADIAL HWY
OMAHA,NE68104 		NONE PC CHARITABLE 2,500

PERMANENTLY DISABLED JOCKEY'S FUND

2365 HARRODSBURG RD STE B375
LEXINGTON,KY40504 		NONE PC CHARITABLE 25,000

PLATTE INSTITUTE FOR ECONOMIC RESEARCH

6910 PACIFIC ST
OMAHA,NE68106 		NONE PC CHARITABLE 20,000

PROJECT HARMONY

11949 Q ST
OMAHA,NE68137 		NONE PC CHARITABLE 200,000

RESPECT

820 S 75TH ST
OMAHA,NE68114 		NONE PC CHARITABLE 40,000

RACE TRACK CHAPLAINCY OF AMERICA

2365 HARRODSBURG RD STE A120
LEXINGTON,KY40504 		NONE PC CHARITABLE 10,000

RADIUS

5040 GRAND AVE
OMAHA,NE68104 		NONE PC CHARITABLE 30,000

RED CLOUD INDIAN SCHOOL INC

100 MISSION DR
PINE RIDGE,SD57770 		NONE PC CHARITABLE 1,000,000

SALVATION ARMY WESTERN DIVISION

10755 BURT ST
OMAHA,NE68114 		NONE PC CHARITABLE 18,000

SAMARITAN HOUSE

12856 DEAUVILLE DRIVE
OMAHA,NE68137 		NONE PC CHARITABLE 90,000

SARPY COUNTY SHERIFF'S FOUNDATION

217 NORTH JEFFERSON STREET
PAPILLION,NE68046 		NONE PC CHARITABLE 8,500

SEEDS OF HOPE CHARITABLE TRUST

1300 SOUTH STEELE STREET
DENVER,CO80210 		NONE PC CHARITABLE 60,000

SIENA FRANCIS HOUSE

1702 NICHOLAS ST
OMAHA,NE68102 		NONE PC CHARITABLE 10,000

ST ANTHONY FOUNDATION

PO BOX 83246
LINCOLN,NE68501 		NONE PC CHARITABLE 10,000

ST AUGUSTINE INDIAN MISSION

1 MISSION ROAD SOUTH
WINNEBAGO,NE68071 		NONE PC CHARITABLE 270,000

ST PATRICK'S CATHOLIC CHURCH

20500 W MAPLE RD
ELKHORN,NE68022 		NONE PC CHARITABLE 20,000

ST PIUS X

6905 BLONDO ST
OMAHA,NE68104 		NONE PC CHARITABLE 20,000

ST ROBERTS

11802 PACIFIC ST
OMAHA,NE68154 		NONE PC CHARITABLE 16,000

ST ROSE OF LIMA CHURCH

916 2ND AVE S
DENISON,IA51442 		NONE PC CHARITABLE 45,000

STABLE RECOVERY

321 HUMMINGBIRD LANE
LEXINGTON,KY40503 		NONE PC CHARITABLE 60,000

SUSAN LA FLESCHE PICOTTE CENTER

PO BOX 36
WALTHILL,NE68067 		NONE PC CHARITABLE 100,000

TEAMMATES MENTORING PROGRAMS

11615 E CENTENNIAL RD
LA VISTA,NE68128 		NONE PC CHARITABLE 10,000

TEEN CENTER - BURKE HIGH SCHOOL

12200 BURKE BLVD
OMAHA,NE68154 		NONE PC CHARITABLE 10,000

THE DURHAM MUSEUM

801 S 10TH ST
OMAHA,NE68108 		NONE PC CHARITABLE 5,000

THE EXCELLER FUND

PO BOX 1422
BATAVIA,IL60510 		NONE PC CHARITABLE 5,000

THE FOOD BANK OF THE HEARTLAND

10525 J ST
OMAHA,NE68127 		NONE PC CHARITABLE 7,000

THE FURNITURE PROJECT

10808 J ST
OMAHA,NE68137 		NONE PC CHARITABLE 25,000

THE MADONNA SCHOOL

6402 N 71ST PLAZA
OMAHA,NE68104 		NONE PC CHARITABLE 1,100,000

THE RONALD MCDONALD HOUSE

620 S 38TH AVE
OMAHA,NE68105 		NONE PC CHARITABLE 40,000

THE ROSE THEATER

2001 FARNAM ST
OMAHA,NE68102 		NONE PC CHARITABLE 5,000

THE SHELTERING TREE

12323 WILLIAM ST
OMAHA,NE68108 		NONE PC CHARITABLE 260,000

THOROUGHBRED RETIREMENT FOUNDATION

10 LAKE AVE
SARATOGA SPRINGS,NY12866 		NONE PC CHARITABLE 5,000

UNION FOR CONTEMPORARY ART

2423 N 24TH ST
OMAHA,NE68110 		NONE PC CHARITABLE 15,000

UNITED WAY OF THE MIDLANDS

1805 HARNEY STREET
OMAHA,NE68102 		NONE PC CHARITABLE 20,000

UNIVERSITY OF DENVER

2199 S UNIVERSITY BLVD
DENVER,CO80208 		NONE PC CHARITABLE 125,000

VITA NOVA

PO BOX 540370
OMAHA,NE68154 		NONE PC CHARITABLE 50,000

VOICES FOR CHILDREN IN NEBRASKA

7521 MAIN ST
RALSTON,NE68127 		NONE PC CHARITABLE 5,000

WESTERN IOWA JOURNALISM FOUNDATION

15302 140TH ST
BREDA,IA51436 		NONE PC CHARITABLE 75,000

WESTSIDE FOUNDATION

1101 S 90TH STREET
OMAHA,NE68124 		NONE PC CHARITABLE 1,020,000

WOMENS CARE CENTER

5632 A 48TH ST
LINCOLN,NE68516 		NONE PC CHARITABLE 10,000

WOMEN'S CENTER FOR ADVANCEMENT

3801 HARNEY ST
OMAHA,NE68131 		NONE PC CHARITABLE 5,000

WORD ON FIRE CATHOLIC MINISTRIES

PO BOX 170
DES PLAINES,IL60016 		NONE PC CHARITABLE 500,000

YMCA OF GREATER OMAHA

430 S 20TH ST
OMAHA,NE68102 		NONE PC CHARITABLE 2,100
Total .................................right arrow 3a 30,774,900
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		         
4 Dividends and interest from securities ....     14 828,688  
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 14,956,827  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aREVENUE FROM LITIGATION 		    01 16  
bMISCELLANEOUS REVENUE     01 6,066  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 15,791,597 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
15,791,597
(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 (2024)
Form 990-PF (2024)
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.
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with the preparer shown below?
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 Firm's EIN Right Arrow
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 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE CHARLES AND MARY HEIDER
 
FAMILY FOUNDATION
EIN:
47-0810266
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 13,131 0   3,283

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TY 2024 DepreciationSchedule
Name:
THE CHARLES AND MARY HEIDER
 
FAMILY FOUNDATION
EIN:
47-0810266
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
OFFICE LIGHTING 2017-11-01 61,194 53,909 SL 7.000000000000 7,285 0    
OFFICE BUILDOUT 2017-11-01 254,938 104,809 SL 15.000000000000 16,996 0    
ARCHITECT FEES 2017-11-01 45,218 18,592 SL 15.000000000000 3,015 0    
COMPUTERS 2017-11-01 7,027 7,027 SL 5.000000000000 0 0    
PRINTER 2017-11-01 1,238 1,238 SL 5.000000000000 0 0    
OFFICE FURNITURE 2017-11-01 53,989 47,563 SL 7.000000000000 6,426 0    
OFFICE LIGHTING 2018-01-01 76,790 65,820 SL 7.000000000000 10,970 0    
COMPUTERS 2018-01-01 14,023 14,023 SL 5.000000000000 0 0    
PRINTER 2018-01-01 5,008 5,008 SL 5.000000000000 0 0    
OFFICE BUILDOUT 2018-01-01 42,225 16,890 SL 15.000000000000 2,815 0    
OFFICE FURNITURE 2018-01-01 86,103 73,800 SL 7.000000000000 12,300 0    
ARCHITECT FEES 2018-01-01 1,313 528 SL 15.000000000000 88 0    
OFFICE BUILDOUT 2019-01-01 19,473 6,490 SL 15.000000000000 1,298 0    
OFFICE FURNITURE 2020-01-01 15,057 8,604 SL 7.000000000000 2,151 0    
OFFICE FURNITURE 2023-01-01 11,020 1,574 SL 7.000000000000 1,574 0    

TY 2024 InvestmentsCorpStockSchedule
Name:
THE CHARLES AND MARY HEIDER
 
FAMILY FOUNDATION
EIN:
47-0810266
Name of Stock End of Year Book Value End of Year Fair Market Value
BERKSHIRE HATHAWAY INC CL A 261,977,928 413,999,360
BERKSHIRE HATHAWAY INC DEL CL B 562,974 889,789

TY 2024 InvestmentsOtherSchedule2
Name:
THE CHARLES AND MARY HEIDER
 
FAMILY FOUNDATION
EIN:
47-0810266
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FPA QUEENS ROAD SMALL CAP VALUE FUND AT COST 3,907 4,639
LONGLEAF PARTNERS FDS TR AT COST 90,556 107,414
WEITZ - LARGE CAP AT COST 470,167 492,331
FPA NEW INCOME FUND AT COST 137,041 138,566

TY 2024 LandEtcSchedule2
Name:
THE CHARLES AND MARY HEIDER
 
FAMILY FOUNDATION
EIN:
47-0810266
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE LIGHTING 61,194 61,194 0 0
OFFICE BUILDOUT 254,938 121,805 133,133 133,133
ARCHITECT FEES 45,218 21,607 23,611 23,611
COMPUTERS 7,027 7,027 0 0
PRINTER 1,238 1,238 0 0
OFFICE FURNITURE 53,989 53,989 0 0
OFFICE LIGHTING 76,790 76,790 0 0
COMPUTERS 14,023 14,023 0 0
PRINTER 5,008 5,008 0 0
OFFICE BUILDOUT 42,225 19,705 22,520 22,520
OFFICE FURNITURE 86,103 86,100 3 3
ARCHITECT FEES 1,313 616 697 697
OFFICE BUILDOUT 19,473 7,788 11,685 11,685
OFFICE FURNITURE 15,057 10,755 4,302 4,302
OFFICE FURNITURE 11,020 3,148 7,872 7,872


TY 2024 LegalFeesSchedule
Name:
THE CHARLES AND MARY HEIDER
 
FAMILY FOUNDATION
EIN:
47-0810266
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 12,152 0   3,038


TY 2024 OtherExpensesSchedule
Name:
THE CHARLES AND MARY HEIDER
 
FAMILY FOUNDATION
EIN:
47-0810266
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 5,186 0   1,297
MISC EXPENSES 15,942 0   3,986
CONSULTING 80 0   20
OFFICE SUPPLIES 4,902 0   1,226
SYSTEM UPGRADE 5,737 0   1,434


TY 2024 OtherIncomeSchedule2
Name:
THE CHARLES AND MARY HEIDER
 
FAMILY FOUNDATION
EIN:
47-0810266
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
REVENUE FROM LITIGATION 16   16
MISCELLANEOUS REVENUE 6,066   6,066


TY 2024 OtherProfessionalFeesSchedule
Name:
THE CHARLES AND MARY HEIDER
 
FAMILY FOUNDATION
EIN:
47-0810266
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RUANE MANAGEMENT FEES 16,421 16,421   0
FNBO MANAGEMENT FEES 67,279 67,279   0


TY 2024 TaxesSchedule
Name:
THE CHARLES AND MARY HEIDER
 
FAMILY FOUNDATION
EIN:
47-0810266
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 25,785 0   6,446
FEDERAL TAXES 31,367 0   0
FOREIGN TAXES 911 911   0
INCOME TAXES 1,055 0   0