Nonprofit · EIN 36-3766006
ROBERT B DAUGHERTY FOUNDATION
Also known as DAUGHTERTY ROBERT B TTEE
Tax-exempt · OMAHA, NE 68154
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $73,411,301 | $52,864,636 | $20,546,665 | $839,670,579 | $0 | $839,670,579 |
| December 31, 2023 | 990-PF | $36,652,955 | $53,238,329 | -$16,585,374 | $793,447,363 | $0 | $793,447,363 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $10,894,283
- Interest
- $1,395,910
- Net gain from sales of assets
- $48,660,410
- Other income
- $12,460,698
Expenses
- Grants and similar amounts paid
- $37,893,000
- Compensation of officers, directors and key employees
- $1,032,885
- Salaries, compensation and benefits (total)
- $581,711
- Disbursements for charitable purposes
- $40,071,971
- Excise tax on investment income
- $774,139
Balance sheet and other
- Total assets, start of year
- $793,447,363
- Total assets, end of year
- $839,670,579
- Total liabilities, end of year
- $0
- Net assets, end of year
- $839,670,579
- Fair market value of assets
- $839,670,579
- Qualifying distributions
- $40,071,971
- Net investment income
- $67,564,406
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN K WILSON 15000 VALMONT PLAZA, OMAHA, NE 68154 | EXECUTIVE DIRECTOR | 40 | $504,039 | $70,129 |
| KIMBERLY YUNGTUM 15000 VALMONT PLAZA, OMAHA, NE 68154 | DEPUTY EXECUTIVE DIRECTOR | 40 | $318,846 | $70,458 |
| REBECCA NADGWICK 15000 VALMONT PLAZA, OMAHA, NE 68154 | CONTROLLER & GRANTS Highest-paid employee | 40 | $181,231 | $57,298 |
| JULIE DAVIS 15000 VALMONT PLAZA, OMAHA, NE 68154 | TECH & PROGRAM Highest-paid employee | 40 | $164,231 | $59,277 |
| SARA SEMIN 15000 VALMONT PLAZA, OMAHA, NE 68154 | COMM INV OFFICER Highest-paid employee | 40 | $164,231 | $36,714 |
| MEGAN FRABER 15000 VALMONT PLAZA, OMAHA, NE 68154 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $40,923 | $13,995 |
| CLARK LAURITZEN 15000 VALMONT PLAZA, OMAHA, NE 68154 | TRUSTEE | 1 | $35,000 | $0 |
| F JOSEPH DAUGHERTY 15000 VALMONT PLAZA, OMAHA, NE 68154 | TRUSTEE | 1 | $35,000 | $0 |
| JAMES LINDER 15000 VALMONT PLAZA, OMAHA, NE 68154 | TRUSTEE | 1 | $35,000 | $0 |
| KEN STINSON 15000 VALMONT PLAZA, OMAHA, NE 68154 | TRUSTEE | 1 | $35,000 | $0 |
| MOGENS BAY 15000 VALMONT PLAZA, OMAHA, NE 68154 | TRUSTEE | 1 | $35,000 | $0 |
| ROBERT DAUGHERTY III 15000 VALMONT PLAZA, OMAHA, NE 68154 | TRUSTEE | 1 | $35,000 | $0 |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN K WILSON 15000 VALMONT PLAZA, OMAHA, NE 68154 | EXECUTIVE DIRECTOR | 40 | $479,231 | $65,503 |
| Kimberly Yungtum 15000 VALMONT PLAZA, OMAHA, NE 68154 | Deputy Executive Director & Chief Grants Officer | 40 | $289,231 | $63,140 |
| Rebecca Nadgwick 15000 VALMONT PLAZA, OMAHA, NE 68154 | Controller & Grants Highest-paid employee | 40 | $161,538 | $50,906 |
| JULIE DAVIS 15000 VALMONT PLAZA, OMAHA, NE 68154 | Tech & Program Highest-paid employee | 40 | $144,615 | $52,472 |
| SARA SEMIN 15000 VALMONT PLAZA, OMAHA, NE 68154 | Comm Inv Officer Highest-paid employee | 40 | $144,615 | $32,472 |
| MEGAN FRABER 15000 VALMONT PLAZA, OMAHA, NE 68154 | Executive Assistant Highest-paid employee | 40 | $83,365 | $38,959 |
| ROBERT DAUGHERTY III 15000 VALMONT PLAZA, OMAHA, NE 68154 | TRUSTEE | 1 | $35,000 | $0 |
| F JOSEPH DAUGHERTY 15000 VALMONT PLAZA, OMAHA, NE 68154 | TRUSTEE | 1 | $35,000 | $0 |
| MOGENS BAY 15000 VALMONT PLAZA, OMAHA, NE 68154 | TRUSTEE | 1 | $35,000 | $0 |
| KEN STINSON 15000 VALMONT PLAZA, OMAHA, NE 68154 | TRUSTEE | 1 | $35,000 | $0 |
| JAMES LINDER 15000 VALMONT PLAZA, OMAHA, NE 68154 | TRUSTEE | 1 | $35,000 | $0 |
| CLARK Lauritzen 15000 VALMONT PLAZA, OMAHA, NE 68154 | TRUSTEE | 1 | $35,000 | $0 |
Address and contacts
- Address (IRS master file)
- 15000 VALMONT PLAZA SUITE 202, OMAHA, NE 68154-5404
- In care of
- % JOHN WILSON
- Signed the 990-PF
- JOHN WILSON, EXECUTIVE DIRECTOR
- Phone
- (402) 933-4663
- Return prepared by
- Forvis Mazars LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-3766006
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $839,670,579
- Income (IRS master file)
- $73,411,301
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $73,411,301 | $52,864,636 | $839,670,579 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $36,652,955 | $53,238,329 | $793,447,363 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3766006).
Questions about ROBERT B DAUGHERTY FOUNDATION
- What is the EIN of ROBERT B DAUGHERTY FOUNDATION?
- The employer identification number (EIN) of ROBERT B DAUGHERTY FOUNDATION is 36-3766006.
- Is ROBERT B DAUGHERTY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to ROBERT B DAUGHERTY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT B DAUGHERTY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT B DAUGHERTY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT B DAUGHERTY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ROBERT B DAUGHERTY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 12 people; 12 received compensation from the organization, the highest $504,039 (JOHN K WILSON, EXECUTIVE DIRECTOR).
- How much revenue does ROBERT B DAUGHERTY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $73,411,301, expenses of $52,864,636 and total assets of $839,670,579 at year end.
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