Robert B Daugherty Foundation
- Assets
- $895.6m
- Revenue
- $80.4m
- Investments
- $861.5m
- Employees
- 0
- Location
- Omaha, NE
- Founding
- 06/1991
- Data as of
- 12/2021
- EIN
- 36-3766006
Organization Overview
Robert B Daugherty Foundation is located in Omaha, NE. The organization was established in 1991. According to its NTEE Classification (B12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Robert B Daugherty Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Robert B Daugherty Foundation generated $80.4m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.3% each year. All expenses for the organization totaled $58.0m during the year ending 12/2021. While expenses have increased by 4.6% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Robert B Daugherty Foundation has awarded 1,276 individual grants totaling $596,155,686. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John K Wilson Executive Director | 40 | $441,412 | |
Kimberly Yungtum Deputy Executive Director & | 40 | $249,169 | |
Rebecca Nadgwick Controller/manager | 40 | $141,292 | |
Sara Semin Grants Researcher | 40 | $124,654 | |
Julie Davis Technology Officer | 40 | $119,688 | |
F Joe Daugherty Trustee | 0 | $35,000 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Prodigy Asset Management Llc | 12/30/21 | $1,250,891 |
Edgewood Management Llc | 12/30/21 | $259,032 |
Bny Melon Na | 12/30/21 | $238,683 |
Eagle Capital Management Llc | 12/30/21 | $218,797 |
Blue Cross Blue Shield | 12/30/21 | $142,030 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $4,231 |
| Dividends & Interest | $10,136,850 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $63,372,616 |
| Capital Gain Net Income | $63,372,616 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $6,858,453 |
| Total Revenue | $80,372,150 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $865,581 |
| Other employee salaries and wages | $415,052 |
| Pension plans, employee benefits | $236,460 |
| Interest | $345,345 |
| Taxes | $1,133,040 |
| Depreciation | $177,524 |
| Occupancy | $234,316 |
| Travel, conferences, and meetings | $14,366 |
| Printing and publications | $0 |
| Other expenses | $8,655,238 |
| Total operating and administrative expenses | $17,314,186 |
| Contributions, gifts, grants paid | $40,648,658 |
| Total expenses and disbursements | $57,962,844 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $29,688,575 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $861,487,550 |
| Net Land, buildings, and equipment | $2,216,604 |
| Other assets | $2,206,480 |
| Total assets | $895,599,209 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Robert B Daugherty Foundation has awarded $72,594,658 in support to 170 organizations.
| Grant Recipient | Amount |
|---|---|
Omaha, NE PURPOSE: CAPITAL PROJECT | $10,000,000 |
Omaha, NE PURPOSE: CAPITAL PROJECT | $10,000,000 |
Omaha, NE PURPOSE: CAPITAL PROJECT | $9,000,000 |
UNIVERSITY OF NEBRASKA FOUNDATION PURPOSE: PROGRAM SUPPORT | $4,132,500 |
UNIVERSITY OF NEBRASKA FOUNDATION PURPOSE: CAPITAL PROJECT | $4,110,000 |
Omaha, NE PURPOSE: CAPITAL PROJECT | $2,000,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Robert B Daugherty Foundation Omaha, NE | $895,599,209 | $80,372,150 |
Voluntary Interdistrict Choice Corporation Saint Louis, MO | $12,736,595 | $40,180,054 |
Foundation For Educational Services Inc Lincoln, NE | $9,496,243 | $19,971,650 |
Plumbers & Steamfitters H & W Trust Iowa State Bank Ttee Des Moines, IA | $75,894,378 | $21,812,028 |
Envision Xpress Inc Wichita, KS | $21,582,294 | $13,602,741 |
Kansas State Newman Foundation Manhattan, KS | $3,619,556 | $4,925,097 |
P E O Foundation Des Moines, IA | $140,487,423 | $16,863,604 |
Kidsmart Saint Louis, MO | $4,061,844 | $8,307,759 |
Northwest Foundation Inc Maryville, MO | $55,922,802 | $14,720,589 |
Rockley Family Foundation Inc Golden, CO | $1,094,070 | $6,767,758 |
Castle Rock Lifelong Learning Center Castle Rock, CO | $14,698,293 | $9,801,652 |
Steamboat Springs Education Fund Steamboat Springs, CO | $4,415,852 | $5,543,622 |