OMAHA, NE
Robert B Daugherty Foundation
Quick Facts
- EIN
- 363766006
- Location
- OMAHA, NE
- Category
- General
- Total Assets
- $839.7M
- Annual Income
- $73.4M
- IRS Ruling Year
- 1991
- Organization Type
- Trust
- Principal Officer
- % John Wilson
- Tax Deductibility
- Contributions are deductible
About This Foundation
Robert B Daugherty Foundation is a private trust based in OMAHA, NE. The foundation received its IRS ruling in 1991. The principal officer is % John Wilson. It holds total assets of $839.7M. Annual income is reported at $73.4M. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$53.2M
2023-20%
Total Assets
$793.4M
2023+2%
Fair Market Value
$793.4M
2023
Net Worth
$793.4M
2023
Grants Paid
$36.6M
2023
Contributions
$0
2023
Net Investment Income
$21.8M
2023
Distribution Amount
$38.8M
2023
Total Giving by Year
$17.2M
11$30.8M
12$37M
13$41.3M
14$42.2M
15$52.5M
19$56.8M
20$58M
21$66.6M
22$53.2M
23Asset Growth
$593.5M
11$716.2M
12$773.1M
13$734.5M
14$693.1M
15$766M
19$807.2M
20$895.6M
21$780.1M
22$793.4M
23Expense Breakdown (2023)
Grants Paid$36.6M
Officer Compensation$978K
Interest$544K
Pension & Benefits$311K
Depreciation$254K
Occupancy$236K
Accounting Fees$68K
Travel & Conferences$27K
Legal Fees$22K
Revenue Sources (2023)
- Other Income
- $14M
- Dividends
- $11.2M
- Capital Gains (Net)
- $10M
- Interest
- $1.5M
Financial Details (2023)
- Total Revenue
- $36.7M
- Total Expenses
- $53.2M
- Exempt Purpose Expenses
- $38.5M
- Required Distribution
- $38.8M
- Undistributed Income
- $7M
- Grants Approved (Future)
- $60.4M
- Total Liabilities
- $1
- Excise Tax
- $303K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$33.6M
Average Grant
$673K
Median Grant
$250K
Grant Range
Min$100K
Max$10M
Median: $250K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IL
IN
OH
PA
NJ
CA
UT
CO
NE
NE: $33.6M (50)
MO
KY
WV
VA
MD
DE
DC
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
HI
TX
NE$33.6M (50)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Downtown Riverfront TrustCapital Project Support | Omaha, NE | $10M | 2023 |
| University Of Nebraska FoundationProgram Support | Lincoln, NE | $3.9M | 2023 |
| University Of Nebraska FoundationCapital Project Support | Lincoln, NE | $2.5M | 2023 |
| Opas FoundationCapital Project Support | Omaha, NE | $2M | 2023 |
| College Of St MaryCapital Project Support | Omaha, NE | $1M | 2023 |
| Metropolitan Community College FoundationCapital Project Support | Omaha, NE | $1M | 2023 |
| Omaha Shelter For Homeless TrustCapital Project Support | Omaha, NE | $1M | 2023 |
| Heritage ServicesCapital Project Support | Omaha, NE | $1M | 2023 |
| Northstar FoundationCapital Project Support | Omaha, NE | $750K | 2023 |
| Nebraska Youth Justice InitiativeCapital Project Support | Omaha, NE | $750K | 2023 |
| Creighton UniversityProgram Support | Omaha, NE | $720K | 2023 |
| Ymca Of Greater OmahaCapital Project Support | Omaha, NE | $500K | 2023 |
| Strategic Air Command & Aerospace MuseumCapital Project Support | Ashland, NE | $500K | 2023 |
| Sheltering Tree IncCapital Project Support | Omaha, NE | $500K | 2023 |
| Father Flanagans Boys HomeCapital Project Support | Boys Town, NE | $500K | 2023 |
| Completely KidsCapital Project Support | Omaha, NE | $400K | 2023 |
| United Way Of The MidlandsProgram Support | Omaha, NE | $380K | 2023 |
| Project Harmony-Haven For Abuse Response Members Serving OurProgram Support | Omaha, NE | $300K | 2023 |
| Creighton UniversityCapital Project Support | Omaha, NE | $300K | 2023 |
| Lincoln-Lancaster County Child Advocacy CenterCapital Project Support | Lincoln, NE | $300K | 2023 |
| Project Harmony-Haven For Abuse Response Members Serving OurCapital Project Support | Omaha, NE | $250K | 2023 |
| Opera Omaha IncGeneral Operating Support | Omaha, NE | $250K | 2023 |
| Heritage ServicesProgram Support | Omaha, NE | $250K | 2023 |
| Boys & Girls Clubs Of The MidlandsProgram Support | Omaha, NE | $250K | 2023 |
| Ymca Of Hastings NebraskaCapital Project Support | Hastings, NE | $250K | 2023 |
| The Madonna FoundationProgram Support | Lincoln, NE | $250K | 2023 |
| Nebraska State Historical Society FoundationCAPITAL PROJECT SUPPORT | Lincoln, NE | $250K | 2023 |
| Omaha Equestrian FoundationProgram Support | Omaha, NE | $250K | 2023 |
| Girls Incorporated Of OmahaCapital Project Support | Omaha, NE | $230K | 2023 |
| Platte River Whooping Crane Maintenance Trust IncCapital Project Support | Wood River, NE | $200K | 2023 |
| Rise AcademyGeneral Operating Support | Omaha, NE | $200K | 2023 |
| Metropolitan Community College FoundationProgram Support | Omaha, NE | $200K | 2023 |
| Boys & Girls Clubs Of The MidlandsGeneral Operating Support | Omaha, NE | $200K | 2023 |
| Habitat For Humanity Of Omaha IncProgram Support | Omaha, NE | $200K | 2023 |
| Nebraska Game And Parks FoundationCapital Project Support | Waverly, NE | $200K | 2023 |
| City Of Humphrey NeCapital Project Support | Humphrey, NE | $150K | 2023 |
| The Durham MuseumCapital Project Support | Omaha, NE | $150K | 2023 |
| Childrens Scholarship Fund Of OmahaProgram Support | Omaha, NE | $150K | 2023 |
| Completely KidsGeneral Operating Support | Omaha, NE | $150K | 2023 |
| Central Community College Foundation IncCapital Project Support | Hastings, NE | $150K | 2023 |
| Northstar FoundationGeneral Operating Support | Omaha, NE | $150K | 2023 |
| Together Inc Of Metropolitian OmahaGeneral Operating Support | Omaha, NE | $150K | 2023 |
| City Of Omaha Police Foundation IncProgram Support | Omaha, NE | $144K | 2023 |
| Share OmahaGeneral Operating Support | Omaha, NE | $125K | 2023 |
| Oneworld Community Health Centers IncProgram Support | Omaha, NE | $125K | 2023 |
| Police Athletics For Community EngagementGeneral Operating Support | Omaha, NE | $105K | 2023 |
| Lake Cunningham Development TrustGeneral Operating Support | Omaha, NE | $100K | 2023 |
| Teammates Mentoring ProgramGeneral Operating Support | Lavista, NE | $100K | 2023 |
| Girls Incorporated Of OmahaGeneral Operating Support | Omaha, NE | $100K | 2023 |
| Siena Francis HouseGeneral Operating Support | Omaha, NE | $100K | 2023 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2018-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
| 2016-12 | 990PF | View Filing |
| 2015-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica