LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION (EIN 47-0748772)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-24
- IRS object ID
- 202412069349100501
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-24T07:31:08-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470710889 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK & DANA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12829 WEST DODGE ROAD 100 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470748772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LELAND J & DOROTHY H OLSON CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION C/O BRIDGES TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LELA | BusinessNameControlTxt |
| Phone | 4023999118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 542021 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTIAN OLSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4023911065 | PhoneNum |
| Signature | 2024-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTIAN | PersonFirstNm |
| Person Last | OLSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANET OSBORN | PreparerPersonNm |
| PTIN | P00283478 | PTIN |
| Phone | 4023911065 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $125,210,738 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $193,232 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $193,232 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $461,163 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $460,285 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,260,132 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,787,224 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,260,132 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,914,527 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,913,649 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $56,284 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $56,284 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,724 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,724 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $57,404 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,239 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $380,437 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $305,360 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75,077 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $500,849 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $315,599 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $138,085 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,163,879 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,163,879 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,664,728 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $315,599 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,301,964 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,750,201 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,598,050 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $968,746 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $487,597 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $487,597 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $39,781,335 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,185,423 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $110,834,916 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $13,047,699 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,803,219 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,888,225 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $53,797,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,476,239 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $125,210,738 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $53,642,554 | CapitalStockBOYAmt |
| Capital Stock EOY | $46,892,353 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $155,226 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,583,886 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,797,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,476,239 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,797,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,476,239 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,797,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,750,201 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,428,660 | OtherIncreasesAmt |
| Subtotal | $49,476,239 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,476,239 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| AZZ INC COM | 2023-09-14 | $46,194 | $39,926 | $6,268 | $6,268 | |
| ADVACE AUTO PTS INC COM | 2023-10-04 | $23,128 | $30,821 | -$7,693 | -$7,693 | 2023-06-13 |
| BWX TECHNOLOGIES INC COM | 2023-08-14 | $15,617 | $14,677 | $940 | $940 | |
| CABLE ONE INC COM | 2023-10-27 | $28,393 | $36,972 | -$8,579 | -$8,579 | |
| CASEYS GEN STORES INC COM | 2023-09-14 | $15,058 | $13,307 | $1,751 | $1,751 | |
| COMPASS MINERALS INTL INC COM | 2023-10-27 | $25,882 | $37,649 | -$11,767 | -$11,767 | 2023-05-16 |
| DONNELLEY FINL SOLUTIONS INC COM | 2023-03-13 | $7,218 | $7,592 | -$374 | -$374 | 2023-02-21 |
| HAWAIIAN ELEC INDUSTRIES COM | 2023-08-17 | $8,071 | $15,305 | -$7,234 | -$7,234 | 2023-08-14 |
| HAWKINS INC COM | 2023-07-20 | $23,394 | $21,142 | $2,252 | $2,252 | 2023-05-16 |
| HAWKINS INC COM | 2023-08-15 | $15,551 | $11,507 | $4,044 | $4,044 | 2023-05-16 |
| HAWKINS INC COM | 2023-09-14 | $15,219 | $10,955 | $4,264 | $4,264 | 2023-05-16 |
| KNIFE RIV HLDG CO COMMON STOCK | 2023-07-11 | $21 | $18 | $3 | $3 | 2023-05-19 |
| NATIONAL RESH CORP COM NEW | 2023-09-15 | $14,862 | $14,921 | -$59 | -$59 | |
| PROTO LABS INC COM | 2023-10-25 | $36,398 | $47,384 | -$10,986 | -$10,986 | |
| REX AMERICAN RES CORP COM | 2023-06-08 | $7,326 | $7,191 | $141 | $141 | 2023-01-30 |
| ROGERS CORP COM | 2023-06-08 | $5,738 | $5,041 | $697 | $697 | 2023-01-27 |
| SVB FINL GROUP COM | 2023-03-28 | $306 | $422,072 | -$421,766 | -$421,766 | |
| SCHOLASTIC CORP COM | 2023-05-02 | $8,979 | $11,642 | -$2,663 | -$2,663 | 2023-01-30 |
| SERITAGE GROWTH PPTYS CL A | 2023-03-20 | $12,062 | $17,404 | -$4,067 | -$4,067 | |
| TEGNA INC COM | 2023-10-04 | $14,649 | $16,888 | -$2,239 | -$2,239 | 2022-11-30 |
| TRANSUNION COM | 2023-10-30 | $65,041 | $90,109 | -$25,068 | -$25,068 | |
| WILEY JOHN & SONS INC CL A | 2023-05-02 | $9,130 | $11,708 | $0 | $0 | |
| ARGO GROUP INTL HLDGS LTD COM | 2023-05-02 | $12,717 | $11,797 | $920 | $920 | |
| JAMES RIV GROUP LTD COM | 2023-11-09 | $42,861 | $79,585 | -$36,724 | -$36,724 | 2023-05-16 |
| APPLE INC COM | 2023-02-17 | $1,560,957 | $1,590,426 | -$29,469 | -$29,469 | 1990-01-01 |
| APPLE INC COM | 2023-05-23 | $344,412 | $24,154 | $320,258 | $320,258 | 2011-04-07 |
| APPLE INC COM | 2023-12-13 | $294,490 | $45,322 | $249,168 | $249,168 | 2011-04-07 |
| BWX TECHNOLOGIES INC COM | 2023-11-14 | $171,139 | $138,559 | $32,580 | $32,580 | |
| IAA INC COM | 2023-01-12 | $294,213 | $374,972 | -$80,759 | -$80,759 | 2021-05-27 |
| IQVIA HLDGS INC COM | 2023-03-02 | $300,724 | $306,961 | -$6,237 | -$6,237 | 2021-03-19 |
| ISHARES CORE S&P SMALL-CAP ETF | 2023-03-17 | $518,660 | $205,011 | $313,649 | $313,649 | |
| JPMORGAN CHASE & CO | 2023-03-17 | $63,957 | $26,775 | $37,182 | $37,182 | 2013-07-01 |
| MASTERCARD INC CLA A | 2023-02-17 | $4,190,563 | $4,232,378 | -$41,815 | -$41,815 | 1990-01-01 |
| NVIDIA CORP COM | 2023-03-17 | $45,827 | $22,408 | $23,419 | $23,419 | 2021-03-19 |
| BRIDGES INVESTMENT FUND #1470 | 2023-02-15 | $6,082,114 | $3,478,196 | $2,603,918 | $2,603,918 | |
| SVB FINL GROUP COM | 2023-03-28 | $250 | $231,509 | $0 | $0 | |
| SALESFORCE INC | 2023-01-11 | $215,850 | $269,275 | -$53,425 | -$53,425 | |
| SHERWIN WILLIAMS CO COM | 2023-06-21 | $247,602 | $150,430 | $97,172 | $97,172 | |
| TEXAS PAC LD CORP | 2023-03-17 | $340,719 | $235,220 | $105,499 | $105,499 | 2022-02-10 |
| TRANSUNION COM | 2023-10-30 | $143,090 | $282,512 | -$139,422 | -$139,422 | |
| ULTA BEAUTY, INC | 2023-03-02 | $104,279 | $64,281 | $39,998 | $39,998 | 2021-03-19 |
| UNION PAC CORP COM | 2023-02-08 | $414,563 | $108,208 | $306,355 | $306,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,260,132 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50,013 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50,013 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50,013 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $90,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $116,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $996 | EsPenaltyAmt |
| Overpayment | $65,491 | OverpaymentAmt |
| Applied To ES Tax | $65,491 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.OLSONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BRIDGES TRUST | IndividualWithBooksNm |
| Phone | 4023938300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 542021 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID OLSON | ||||||||
| 1125 SOUTH 103RD STREET SUITE 580 | OMAHA | NE | 68124 | CHAIRMAN OF THE BOARD/PRES | 3.00 | $0 | $0 | $0 |
| KAREN OLSON | ||||||||
| 1125 SOUTH 103RD STREET SUITE 580 | OMAHA | NE | 68124 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| NANCY OLSON | ||||||||
| 1125 SOUTH 103RD STREET SUITE 580 | OMAHA | NE | 68124 | TREASURER | 3.00 | $0 | $0 | $0 |
| CHRISTIAN OLSON | ||||||||
| 1125 SOUTH 103RD STREET SUITE 580 | OMAHA | NE | 68124 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| KENDRA SWANSON | ||||||||
| 1125 SOUTH 103RD STREET SUITE 580 | OMAHA | NE | 68124 | SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $119,271,147 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,945,768 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $123,216,915 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $123,216,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,848,254 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $121,368,661 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,068,433 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,068,433 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,013 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50,013 | TotalTaxAmt |
| Distributable Before Adj | $6,018,420 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,018,420 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,018,420 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,301,964 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,301,964 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,018,420 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $790,990 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $852,032 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $853,740 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,648,436 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,683,583 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,828,781 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,301,964 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,018,420 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,283,544 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,112,325 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $790,990 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,321,335 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $852,032 | ExcessFromYear4Amt |
| Excess From Year3 | $853,740 | ExcessFromYear3Amt |
| Excess From Year2 | $1,648,436 | ExcessFromYear2Amt |
| Excess From Year1 | $3,683,583 | ExcessFromYear1Amt |
| Excess From Current Year | $4,283,544 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| THE LELAND DOROTHY OLSON FOUNDATION | |||||||
| 1125 SOUTH 103RD STREET SUITE 580 | OMAHA | NE | 68124 | 4023938300 | LARGE GRANTS OF $50,000 OR HIGHER - SEE THE ORGANIZATION'S WEBSITE FOR THE LARGE GRANTS PROCESS. | SEE ORGANIZATION'S WEBSITE FOR APPLICATION REQUIREMENTS. | SEE ORGANIZATION'S WEBSITE. |
| THE LELAND DOROTHY OLSON FOUNDATION | |||||||
| 1125 SOUTH 103RD STREET SUITE 580 | OMAHA | NE | 68124 | 4023938300 | SMALL GRANTS BELOW $35,000 - SEE THE ORGANIZATION'S WEBSITE FOR THE SMALL GRANTS PROCESS. | SEE ORGANIZATION'S WEBSITE FOR APPLICATION REQUIREMENTS. | SEE ORGANIZATION'S WEBSITE. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 BLACK MEN | |||||||
| 2221 N 24TH STREET | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | LEADERSHIP MENTORING PROGRAM | $20,000 |
| ABIDE OMAHA | |||||||
| 3223 N 45TH STREET | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | BUILDING SAFER NEIGHBORHOODS, STRONGER FAMILIES, & EMERGING LEADERS | $35,000 |
| APPLIED INFORMATION MANAGEMENT | |||||||
| 1905 HARNEY STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | ACCREDITED ACCELERATED TECH TRAINING (AATT) | $16,000 |
| ARROWHEAD RANCH FOUNDATION | |||||||
| 615 ARROWHEAD RD | CAMANO | WA | 98282 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 |
| ASSITANCE LEAGUE OF OMAHA | |||||||
| 3569 LEAVENWORTH STREET | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | OPERATION SCHOOL BELL | $35,000 |
| AVENUE SCHOLARS | |||||||
| 7101 MERCY ROAD STE 240 | OMAHA | NE | 68106 | N/A | PUBLIC CHARITY | HIGH SCHOOL PROGRAM | $150,000 |
| BANISTER'S LEADERSHIP ACADEMY | |||||||
| 6677 SORENSEN PKWY | OMAHA | NE | 68152 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $150,000 |
| BIG BROTHERS BIG SISTER OF MIDLANDS | |||||||
| 1209 HARNEY STREET STE 110 | OMAHA | DC | 68102 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 |
| BIKE WORKS | |||||||
| 3715 S HUDSON ST 111 | SEATTLE | WA | 98118 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $150,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 12401 W MAPLE RD | OMAHA | NE | 68164 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 |
| BOYS & GIRLS CLUBS OF KING COUNTY | |||||||
| 603 STEWART STREET | SEATTLE | WA | 98101 | N/A | PUBLIC CHARITY | MENTAL HEALTH INITIATIVE AT THREE PRIORITY CLUBS | $70,000 |
| CAMANO SCHOOLHOUSE FOUNDATION | |||||||
| 993 ORCHID RD | CAMANO ISLAND | WA | 98282 | N/A | PUBLIC CHARITY | ARCHIVING AND DIGITIZING HISTORICAL DOCUMENTS AND PHOTOS FOR EXHIBITS AND EDUCATIONAL PROGRAMS | $16,500 |
| CAMP QUALITY USA INC | |||||||
| 5455 GULL RD STE D 246 | KALAMAZOO | MI | 49048 | N/A | PUBLIC CHARITY | 2021-2022 CAMP AND FAMILY PROGRAMS | $30,000 |
| CAROLE'S HOUSE OF HOPE | |||||||
| 7815 HARNEY STREET | OMAHA | NE | 68114 | N/A | PUBLIC CHARITY | HOUSING/SERVICES FOR HOMELESS YOUNG MOTHERS AND CHILDREN | $35,000 |
| CASA FOR DOUGLAS COUNTY | |||||||
| 2412 ST MARYS AVENUE | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | TRAINING & SUPERVISION | $150,000 |
| CHICANO AWARENESS CENTER | |||||||
| 4821 S 24TH STREET | OMAHA | NE | 68107 | N/A | PUBLIC CHARITY | WORKFORCE, EDUCATION AND INNOVATION PROGRAM | $125,000 |
| CHILD SAVING INSTITUTE | |||||||
| 4545 DODGE STREET | OMAHA | NE | 68132 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $150,000 |
| COLLEGE OF SAINT MARY | |||||||
| 7000 MERCY RD | OMAHA | NE | 68106 | N/A | PUBLIC CHARITY | SINGLE MOTHER SCHOLARSHIPS | $125,000 |
| COMMUNITY ALLIANCE | |||||||
| 4001 LEAVENWORTH STREET | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | REHABILITATION PROGRAM | $1,003,639 |
| COMMUNITY FOUNDATION OF SNOHOMISH COUNTY | |||||||
| 2823 ROCKEFELLER AVE | EVERETT | WA | 98201 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $290,000 |
| COMMUNITY RESOURCES FOUNDATION | |||||||
| 9612 271ST ST NW | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | DAVIS PLACE TEEN CENTER | $150,000 |
| COMPANIS MISSION WORKERS ASSOCIATION | |||||||
| 1111 HARVARD AVE | SEATTLE | WA | 98122 | N/A | PUBLIC CHARITY | COMPANIS SNOHOMISH COUNTY EXPANSION | $20,000 |
| COMPLETELY KIDS | |||||||
| 2566 ST MARYS AVE | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | OPERATION OF CK26 | $150,000 |
| CRCC NORTHWEST | |||||||
| 2010 N 88TH STREET | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | DAY HEALTH SERVICES PROGRAMMING | $125,000 |
| D2 CENTER INC | |||||||
| 1941 S 42ND ST | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $30,000 |
| DIBS FOR KIDS | |||||||
| 1111 N 13TH STREET STE 426 | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | COVID-19 SUPPORT AND SCHOOL EXPANSION | $35,000 |
| DOUGLAS RESCUE SQUAD OF DOUGLAS | |||||||
| 110 MAIN ST | DOUGLAS | NE | 68344 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $100,000 |
| EASTER SEAL SOCIETY OF NEBRASKA | |||||||
| 12565 WEST CENTER ROAD STE 100 | OMAHA | NE | 68144 | N/A | PUBLIC CHARITY | NEBRASKA CAMP & RESPITE | $30,000 |
| FONTENELLE FOREST | |||||||
| 1111 BELLEVUE BLVD NORTH | BELLEVUE | NE | 68005 | N/A | PUBLIC CHARITY | ENVIRONMENTAL EDUCATION | $35,000 |
| FOOD BANK FOR THE HEARTLAND | |||||||
| 10525 J STREET | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $175,000 |
| FOUNDATION FOR SUSTAINABLE COMMUNITY | |||||||
| 12129 TREOSTI RD | SNOHOMISH | WA | 98290 | N/A | PUBLIC CHARITY | FRESH FOOD FOR GOOD | $35,000 |
| GIRLS INCORPORATED OF OMAHA | |||||||
| 2811 N 45TH STREET | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | HEALTH AND WELLNESS PROGRAMS | $100,000 |
| GREATER OMAHA ATTENDANCE | |||||||
| 3215 CUMING ST | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 |
| HABITAT FOR HUMANITY OF OMAHA | |||||||
| 1701 N 24TH STREET | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | HOME IMPROVEMENT PROGRAMS | $998,935 |
| HEART MINISTRY CENTER | |||||||
| 2222 BINNEY STREET | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | FRESH START LAUNDROMAT | $150,000 |
| HEARTLAND FAMILY SERVICE | |||||||
| 2101 SO 42ND STREET | OMAHA | NE | 681052909 | N/A | PUBLIC CHARITY | HELPING THE LEGACY CROSSING RESIDENTS | $20,000 |
| HEARTLAND HOPE MISSION | |||||||
| 2021 U ST | OMAHA | NE | 68107 | N/A | PUBLIC CHARITY | COVID-19 SUPPORT | $135,000 |
| HOPE CENTER FOR KIDS | |||||||
| 2200 N 20TH STREET | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | HOPE EMPLOYMENT AND LEARNING ACADEMICS | $100,000 |
| INTERCULTURAL SENIOR CENTER | |||||||
| 5545 CENTER STREET | OMAHA | NE | 68106 | N/A | PUBLIC CHARITY | FOOD PANTRY DELIVERY FOR OLDER ADULTS | $35,000 |
| JOSEPHINE CARING COUMMUNITY | |||||||
| 9901 272ND PL NW | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $15,000 |
| KIDS CAN COMMUNITY CENTER | |||||||
| 4860 Q STREET | OMAHA | NE | 68117 | N/A | PUBLIC CHARITY | EARLY CHILDHOOD EDUCATION | $50,000 |
| KINDERING CENTER | |||||||
| 16120 NE 8TH STREET | BELLEVUE | WA | 98008 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 |
| LEGAL AID OF NEBRASKA | |||||||
| 209 S 19TH STREET STE 200 | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | LEGAL AID OF NEBRASKA HELP VA PROGRAM | $80,000 |
| LITTLE BIT THERAPEUTIC RIDING | |||||||
| 18675 NE 106TH STREET | REDMOND | WA | 98052 | N/A | PUBLIC CHARITY | ASSISTED SERVICES FOR THE DISABLED | $30,000 |
| MADONNA REHABILITATION HOSPITALS | |||||||
| 17500 BURKE ST | OMAHA | NE | 68118 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 1005 S 107TH AVE | OMAHA | NE | 68114 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $75,000 |
| METRO CONTINUUM OF CARE | |||||||
| 6001 DODGE ST | OMAHA | NE | 68182 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 |
| METROPOLITAN COMMUNITY COLLEGE | |||||||
| 5300 N 30TH ST | OMAHA | NE | 68111 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 |
| MICAH HOUSE | |||||||
| 1415 AVENUE J | COUNCIL BLUFFS | IA | 51501 | N/A | PUBLIC CHARITY | EMERGENCY SHELTER & SUPPORT SERVICES | $75,000 |
| NEBRASKA APPLESEED CENTER FOR LAW | |||||||
| 947 O ST SUITE 401 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $20,000 |
| NEBRASKA CHILDREN AND FAMILIES FOUNDATION | |||||||
| 215 CENTENNIAL MALL S STE 200 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | LEARN AND EARN TO ACHIEVE POTENTIAL PROGRAM | $150,000 |
| NEBRASKA EARLY CHILDHOOD COLLABORATIVE | |||||||
| 3200 N 30TH ST STE 200 | OMAHA | NE | 68111 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $20,000 |
| NEBRASKA HUMANE SOCIETY | |||||||
| 8929 FORT STREET | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | LIFESAVING SECOND CHANCES FOR COMPANION ANIMALS & FAMILIES | $150,000 |
| NEW VISIONS HOMELESS SERVICES | |||||||
| 1435 N 15TH STREET | COUNCIL BLUFFS | IA | 51501 | N/A | PUBLIC CHARITY | HOUSING & SUPPORTIVE SERVICES | $35,000 |
| NORTHSTAR FOUNDATION | |||||||
| 4242 N 49TH STREET | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | ACADEMIC ACHIEVEMENT INITIATIVE PROGRAM | $100,000 |
| OMAHA HOME FOR BOYS | |||||||
| 4343 N 52ND ST | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 |
| OMAHA PARKS FOUNDATION INC | |||||||
| PO BOX 31369 | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | CAMP HUMMEL LOW ROPES COURSE | $35,000 |
| OMAHA PUBLIC SCHOOLS FOUNDATION | |||||||
| 3861 FARNAM STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GRANT AGREEMENT TO OMAHA PUBLIC SCHOOLS FOUNDATION FOR 2021 | $702,175 |
| ONEWORLD COMMUNITY HEALTH CENTERS | |||||||
| 4910 4920 4930 S 30TH STREET | OMAHA | NE | 68107 | N/A | PUBLIC CHARITY | SUPPORT FOR VULNERABLE FAMILIES FOR COVID-19 RECOVERY | $20,000 |
| OPEN DOOR MISSION | |||||||
| 2828 N 23RD STREET E | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | EXPANSION OF HOLIDAY MEALS AND FEEDING THE MULTITUDES PROJECT | $35,000 |
| PARTNERSHIP 4 KIDS | |||||||
| 1004 FARNAM STREET STE 200 | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | POSTSECONDARY PROGRAM | $35,000 |
| PLANNED PARENTHOOD OF THE HEARTLAND | |||||||
| 3105 N 93RD ST | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 |
| PROJECT HOUSEWORKS | |||||||
| 2316 S 24TH STREET | OMAHA | NE | 68108 | N/A | PUBLIC CHARITY | SENIOR REPAIR PROGRAM | $150,000 |
| QUALITY LIVING INC | |||||||
| 6404 N 70TH PLAZA | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | WORKFORCE DEVELOPMENT PROGRAM | $100,000 |
| RISE ACADEMY | |||||||
| 3555 FARNAMN ST SUITE 501 | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $20,000 |
| SAFE HARBOR FREE CLINIC | |||||||
| 7209 265TH SUITE 203 | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | PATIENT VISITS AT FREE CLINIC | $30,000 |
| SALVATION ARMY | |||||||
| 3612 CUMING STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $175,000 |
| SANTA MONICA HOUSE | |||||||
| 130 N 39TH STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | TREATMENT AND SUPPORTIVE HOUSING FOR WOMEN | $35,000 |
| SAVING GRACE PERISHABLE FOOD RESCUE | |||||||
| 4611 S 96TH STREET | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | NOURISHING PEOPLE, NURTURING THE PLANET | $100,000 |
| SIENA FRANCIS HOUSE | |||||||
| 1702 NICHOLAS STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | COVID-19 SUPPORT | $150,000 |
| SPECIAL OLYMPICS NEBRASKA INC | |||||||
| 9427 F ST | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $30,000 |
| STANWOOD CAMANO AREA FOUNDATION | |||||||
| 26911 98TH DR NW SUITE A | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $1,026,276 |
| STANWOOD CAMANO ARTS | |||||||
| PO BOX 2528 | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 |
| STANWOOD COMMUNITY & SENIOR CENTER | |||||||
| 7430 276TH ST NW | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 |
| STANWOOD COMMUNITY PRESCHOOL | |||||||
| 27027 102ND DR NW | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 |
| STANWOOD HIGH SCHOOL AAAA BOOSTER CLUB | |||||||
| PO BOX 1366 | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | MARCHING BAND MODERNIZATION EFFORT | $17,500 |
| STEPHEN CENTER INC | |||||||
| 2723 Q STREET | OMAHA | NE | 68107 | N/A | PUBLIC CHARITY | PETTIGREW EMERGENCY SHELTER | $130,000 |
| TAKE THE NEXT STEP | |||||||
| 202 S SAMS ST | MONROE | WA | 98272 | N/A | PUBLIC CHARITY | PROMOTORAS | $35,000 |
| TEAMMATES MENTORING PROGRAM | |||||||
| 6801 O STREET | LINCOLN | NE | 68510 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $150,000 |
| THE CARING PLACE | |||||||
| 9928 272ND PI NW | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 |
| THE ROSE THEATRE | |||||||
| 2001 FARNAM STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $20,000 |
| TOGETHER INC OF METROPOLITAN OMAHA | |||||||
| 812 S 24TH STREET | OMAHA | WA | 68108 | N/A | PUBLIC CHARITY | FOOD INSECURITY AND HOMELESS SUPPORT | $150,000 |
| TULALIP FOUNDATION | |||||||
| 8825 34TH AVE NE L-242 | MARYSVILLE | WA | 98271 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $20,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $432,854 |
| VISITING NURSE ASSOCIATION OF THE MIDLANDS | |||||||
| 12565 WEST CENTER ROAD | OMAHA | NE | 68144 | N/A | PUBLIC CHARITY | HEALTH CARE SAFETY NET | $30,000 |
| WESTSIDE FOUNDATION | |||||||
| 1101 S 90 STREET | OMAHA | NE | 68124 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $5,000 |
| WHISPERING ROOTS | |||||||
| 4104 S 90TH STREET | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | FOOD SECURITY INITIATIVE | $50,000 |
| WOMEN'S CENTER FOR ADVANCEMENT | |||||||
| 222 S 29TH STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | SAFETY AND SELF-SUFFICIENCY SERVICES | $150,000 |
| YMCA OF GREATER OMAHA | |||||||
| 430 S 20TH STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | CHILD CARE SCHOLARSHIPS FOR LOW-INCOME YOUTH | $35,000 |
| YMCA OF SNOHOMISH COUNTY | |||||||
| 3120 MCDOUGALL AVE | EVERETT | WA | 98201 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $30,000 |
| YOUTH CARE & BEYOND | |||||||
| 5525 HARTMANN AVE | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $20,000 |
| YOUTH EMERGENCY SERVICES | |||||||
| 2679 FARNAM STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | STREET OUTREACH CENTER PROGRAM | $85,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,163,879 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193,232 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $461,163 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,260,132 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,914,527 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,914,527 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,724 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,724 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORP STOCK | StockNm |
| EOY Book Value | $39,185,423 | EOYBookValueAmt |
| EOYFMV | $110,834,916 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - EXCHANGE TRADED FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,803,219 | BookValueAmt |
| EOYFMV | $13,888,225 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $56,284 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $56,284 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $305,360 | $305,360 | $0 |
| WEBSITE DESIGN AND DEVELOPMENT | $37 | $0 | $37 |
| MEETING EXPENSES | $7,944 | $0 | $7,944 |
| PHILANTHROPY SERVICES | $60,796 | $0 | $60,796 |
| PLANNING ASSISTANCE | $6,300 | $0 | $6,300 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN COST AND MARKET VALUE OF DISTRIBUTED ASSETS | Desc |
| Amt | $2,428,660 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $10,239 | $10,239 | $0 |
| EXCISE TAX | $47,165 | $0 | $0 |
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