LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION (EIN 47-0748772)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202321329349101117
- Schema version
- 2022v5.0
- 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 | 2023-05-12T07:30:12-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 4023938300 | 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 | 2023-05-11 | 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 |
| Preparation | 2023-05-13 | PreparationDt |
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 | 2022 | 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 | $115,051,127 | 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 | $18,252 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,252 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $481,370 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $481,370 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,722,759 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,410,572 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,722,759 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,222,381 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,222,381 | 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 | $56,641 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $56,641 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,320 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,320 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $104,442 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,340 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $388,851 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $304,999 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $83,852 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $556,254 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $319,339 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $146,813 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,683,614 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,683,614 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,239,868 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $319,339 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,830,427 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,017,487 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,903,042 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $692,339 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $968,746 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $968,746 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $41,908,652 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,781,335 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $96,309,219 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $16,943,207 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,047,699 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,773,162 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $59,544,198 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,797,780 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,051,127 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $61,660,041 | CapitalStockBOYAmt |
| Capital Stock EOY | $53,642,554 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,115,843 | RetainedEarningBOYAmt |
| Retained Earning EOY | $155,226 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,544,198 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,797,780 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,544,198 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,797,780 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,544,198 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,017,487 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,271,069 | OtherIncreasesAmt |
| Subtotal | $53,797,780 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $53,797,780 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| SEQUOIA FUND | P | 2022-10-04 | $480,068 | $706,879 | -$226,811 | -$226,811 | |
| TERMINIX GLOBAL HOLDINGS INC | P | 2022-08-01 | $111,800 | $97,459 | $14,341 | $14,341 | |
| ACCENTURE PLC CLASS A | P | 2022-11-03 | $285,272 | $70,481 | $214,791 | $214,791 | |
| APPLE INC COM | P | 2022-11-03 | $84,033 | $7,246 | $76,787 | $76,787 | 2011-04-07 |
| AUTODESK INC COM | P | 2022-10-04 | $199,823 | $221,250 | -$21,427 | -$21,427 | |
| BLACKROCK INC COM | P | 2022-11-30 | $140,383 | $37,135 | $103,248 | $103,248 | |
| CASEYS GEN STORES INC COM | P | 2022-11-03 | $113,557 | $88,671 | $24,886 | $24,886 | 2020-08-28 |
| CHEMED CORP NEW COM | P | 2022-11-03 | $96,621 | $92,198 | $4,423 | $4,423 | 2021-08-19 |
| CHEMED CORP NEW COM | P | 2022-11-30 | $89,604 | $78,247 | $11,357 | $11,357 | |
| EATON CORP PLC SHS | P | 2022-12-03 | $73,033 | $18,354 | $54,679 | $54,679 | 2022-04-26 |
| EATON CORP PLC SHS | P | 2022-11-03 | $233,646 | $61,429 | $172,217 | $172,217 | |
| EOG RES INC COM | P | 2022-11-03 | $138,140 | $45,376 | $92,764 | $92,764 | 2020-08-28 |
| ISHARES MSCI EMERGING MARKETS ETF | P | 2022-11-03 | $695,384 | $870,464 | -$175,080 | -$175,080 | |
| LINDE PLC COM | P | 2022-11-03 | $148,454 | $74,880 | $73,574 | $73,574 | 2020-03-23 |
| META PLATFORM, INC. | P | 2022-11-03 | $223,815 | $508,596 | -$284,781 | -$284,781 | |
| NIKE INC CL B | P | 2022-11-03 | $273,382 | $165,599 | $107,783 | $107,783 | |
| PALO ALTO NETWORKS INC COM | P | 2022-04-26 | $177,927 | $66,527 | $111,400 | $111,400 | |
| SEQUOIA FUND #51 | P | 2022-02-11 | $1,000,000 | $822,330 | $177,670 | $177,670 | 2018-11-19 |
| SEQUOIA FUND #51 | P | 2022-04-26 | $1,000,000 | $967,328 | $32,672 | $32,672 | |
| SEQUOIA FUND #51 | P | 2022-08-01 | $900,000 | $1,034,206 | -$134,206 | -$134,206 | |
| SEQUOIA FUND #51 | P | 2022-10-04 | $404,068 | $565,401 | -$161,333 | -$161,333 | |
| STARBUCKS CORP COM | P | 2022-04-26 | $38,632 | $9,123 | $29,509 | $29,509 | 2011-08-11 |
| STARBUCKS CORP COM | P | 2022-08-01 | $127,646 | $78,735 | $48,911 | $48,911 | |
| TERMINIX GLOBAL HOLDINGS INC | P | 2022-08-01 | $223,599 | $188,763 | $34,836 | $34,836 | |
| TEXAS PAC LD CORP | P | 2022-11-03 | $245,992 | $124,268 | $121,724 | $121,724 | 2021-10-18 |
| ULTA BEAUTY, INC | P | 2022-04-26 | $41,192 | $32,140 | $9,052 | $9,052 | 2021-03-19 |
| UNITEDHEALTH GROUP INC COM | P | 2022-11-03 | $136,336 | $63,792 | $72,544 | $72,544 | 2018-07-11 |
| VANGUARD INTL EQUITY INDEX FDS FTSE ALL WORLD EX US INDEX | P | 2022-10-04 | $232,989 | $209,795 | $23,194 | $23,194 | 2016-07-07 |
| VANGUARD INTL EQUITY INDEX FDS FTSE ALL WORLD EX US INDEX | P | 2022-11-03 | $2,969,229 | $3,095,475 | -$126,246 | -$126,246 | |
| WELLS FARGO & CO NEW COM | P | 2022-10-04 | $215,897 | $211,310 | $4,587 | $4,587 | |
| APPLE INC COM | P | 2022-11-03 | $196,076 | $11,518 | $184,558 | $184,558 | 2010-03-26 |
| MASTERCARD INC CL A | P | 2022-11-30 | $240,804 | $10,328 | $230,476 | $230,476 | 2007-09-21 |
| UNION PAC CORP COM | P | 2022-10-04 | $244,521 | $31,214 | $213,307 | $213,307 | 2007-03-23 |
| UNION PAC CORP COM | P | 2022-11-30 | $105,460 | $13,006 | $92,454 | $92,454 | |
| VISA INC COM CL A | P | 2022-11-30 | $104,971 | $8,290 | $96,681 | $96,681 | 2008-04-17 |
| CAPITAL GAINS DIVIDENDS | P | $418,218 | $418,218 | $418,218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,722,759 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,452 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,452 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,452 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $213 | EsPenaltyAmt |
| Tax Due | $20,665 | TaxDueAmt |
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 | $124,235,257 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,110,846 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,346,103 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125,346,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,880,192 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123,465,911 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,173,296 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,173,296 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,452 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,452 | TotalTaxAmt |
| Distributable Before Adj | $6,146,844 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,146,844 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,146,844 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,830,427 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,830,427 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,146,844 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $713,832 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $790,990 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $852,032 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $853,740 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,648,436 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,859,030 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,830,427 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,146,844 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,683,583 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,542,613 | 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 | $713,832 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,828,781 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $790,990 | ExcessFromYear4Amt |
| Excess From Year3 | $852,032 | ExcessFromYear3Amt |
| Excess From Year2 | $853,740 | ExcessFromYear2Amt |
| Excess From Year1 | $1,648,436 | ExcessFromYear1Amt |
| Excess From Current Year | $3,683,583 | 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 (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 100 BLACK MEN | ||||||||
| 2221 N 24TH STREET | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | LEADERSHIP MENTORING PROGRAM | $15,000 | |
| ARROWHEAD RANCH FOUNDATION | ||||||||
| 583 TILLICUM WAY | CAMANO ISLAND | WA | 98282 | N/A | PUBLIC CHARITY | STANWOOD-CAMANO ISLAND ALL AMERICAN SOAP BOX DERBY | $25,000 | |
| 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 | $75,000 | |
| BIG BROTHERS BIG SISTER OF MIDLANDS | ||||||||
| 1209 HARNEY STREET STE 110 | OMAHA | NE | 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 | |
| BLACK HEALING FUND | ||||||||
| 811 77TH DR SE | LAKE STEVENS | WA | 98258 | N/A | PUBLIC CHARITY | YOUTH ACADEMIC AND MENTORSHIP | $20,000 | |
| 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 | |
| BOYS AND GIRLS CLUBS OF THE MIDLANDS | ||||||||
| 2610 HAMILTON STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | READERS TO LEADERS PROGRAM | $35,000 | |
| 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 | $15,195 | |
| CAMANO SENIOR SERVICES ASSOCIATION | ||||||||
| 606 ARROWHEAD RD | CAMANO ISLAND | WA | 98282 | N/A | PUBLIC CHARITY | AGING MASTERY PROGRAM | $10,000 | |
| 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 AVE | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | TRAINING & SUPERVISION | $150,000 | |
| CASINO ROAD MINISTRIES | ||||||||
| PO BOX 4459 | EVERETT | WA | 98204 | N/A | PUBLIC CHARITY | LEADERS MENTORING GROUP | $15,000 | |
| CHICANO AWARENESS CENTER | ||||||||
| 4821 S 24TH STREET | OMAHA | NE | 68107 | N/A | PUBLIC CHARITY | WORKFORCE, EDUCATION AND INNOVATION PROGRAM | $100,000 | |
| 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 | |
| COLLEGE POSSIBLE | ||||||||
| 900 S 74TH PLAZA 200 | OMAHA | NE | 68114 | N/A | PUBLIC CHARITY | HIGH SCHOOL PROGRAMMING | $35,000 | |
| COMMUNITY ALLIANCE | ||||||||
| 4001 LEAVENWORTH STREET | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | REHABILITATION PROGRAM | $999,235 | |
| COMMUNITY FOUNDATION OF SNOHOMISH COUNTY | ||||||||
| 2823 ROCKEFELLER AVE | EVERETT | WA | 98201 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $15,000 | |
| COMMUNITY HEALTH WORKER COALITION FOR MIGRANTS AND REFUGEES | ||||||||
| 24315 89TH PL Z | EDMONDS | WA | 98026 | N/A | PUBLIC CHARITY | RECYCLING AND COMPOSTING EDUCATION FOR LATINX COMMUNITY | $35,000 | |
| COMMUNITY RESOURCES FOUNDATION | ||||||||
| 9612 271ST ST NW | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | DAVIS PLACE TEEN CENTER | $35,000 | |
| COMPANIS MISSION WORKERS ASSOCIATION | ||||||||
| 1111 HARVARD AVE | SEATTLE | WA | 98122 | N/A | PUBLIC CHARITY | COMPANIS SNOHOMISH COUNTY EXPANSION | $15,000 | |
| 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 | $75,000 | |
| DARRINGTON FOOD BANK FOUNDATION | ||||||||
| PO BOX 696 1080 N SAUK AVE | DARRINGTON | WA | 98241 | N/A | PUBLIC CHARITY | HEALTHY FAMILIES INITIATIVE | $30,000 | |
| EVERETT RECOVERY CAFE | ||||||||
| PO BOX 2373 | EVERETT | WA | 98213 | N/A | PUBLIC CHARITY | PEER SUPPORT RECOVERY PROGRAM | $35,000 | |
| FONTENELLE FOREST | ||||||||
| 1111 BELLEVUE BLVD NORTH | BELLEVUE | NE | 68005 | N/A | PUBLIC CHARITY | ENVIRONMENTAL EDUCATION | $10,000 | |
| FOOD BANK FOR THE HEARTLAND | ||||||||
| 10525 J STREET | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $300,000 | |
| FOUNDATION FOR SUSTAINABLE COMMUNITY | ||||||||
| 12129 TREOSTI RD | SNOHOMISH | WA | 98290 | N/A | PUBLIC CHARITY | FRESH FOOD FOR GOOD | $35,000 | |
| FRIENDS OF THE CHILDREN SEATTLE | ||||||||
| PO BOX 18886 | SEATTLE | WA | 98118 | N/A | PUBLIC CHARITY | EXPANDING POST-SECONDARY PREPAREDNESS SERVICES | $75,000 | |
| FRIENDS OF YOUTH | ||||||||
| 13116 NE 132ND ST | KIRKLAND | WA | 98034 | N/A | PUBLIC CHARITY | TRANSITIONAL LIVING PROGRAMS | $100,000 | |
| GIRL SCOUTS OF WESTERN WASHINGTON | ||||||||
| 5601 6TH AVENUE S STE 150 | SEATTLE | WA | 98108 | N/A | PUBLIC CHARITY | COMMUNITY ENGAGEMENT PROGRAM | $100,000 | |
| GIRLS INCORPORATED OF OMAHA | ||||||||
| 2811 N 45TH STREET | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | HEALTH AND WELLNESS PROGRAMS | $20,000 | |
| GIRLS ON THE RUN OF SNOHOMISH COUNTY | ||||||||
| 6505 218TH ST SW SUITE 14 | MOUNTLAKE TERRACE | WA | 98043 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| GLACIER PEAK INSTITUTE | ||||||||
| PO BOX 225 | DARRINGTON | WA | 98241 | N/A | PUBLIC CHARITY | STREAMS PROGRAMMING DARRINGTON AND CONCRETE | $15,000 | |
| HABITAT FOR HUMANITY OF OMAHA | ||||||||
| 1701 N 24TH STREET | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | HOME IMPROVEMENT PROGRAMS | $15,000 | |
| HEART MINISTRY CENTER | ||||||||
| 2222 BINNEY STREET | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | FRESH START LAUNDROMAT | $150,000 | |
| HEARTLAND EQUINE THERAPEUTIC RIDING ACADEMY | ||||||||
| 10130 S 222ND STREET | GRETNA | NE | 68028 | N/A | PUBLIC CHARITY | THERAPY SERVICES FOR CHILDREN | $35,000 | |
| HEARTLAND FAMILY SERVICE | ||||||||
| 2101 SO 42ND STREET | OMAHA | NE | 681052909 | N/A | PUBLIC CHARITY | HELPING THE LEGACY CROSSING RESIDENTS | $25,000 | |
| 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 | |
| HOPE UNLIMITED | ||||||||
| PO BOX 416 | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | MENTAL HEALTH SUPPORT | $24,800 | |
| KIDS CAN COMMUNITY CENTER | ||||||||
| 4860 Q STREET | OMAHA | NE | 68117 | N/A | PUBLIC CHARITY | EARLY CHILDHOOD EDUCATION | $65,000 | |
| KOREAN COMMUNITY SERVICE CENTER OF GREATER WASHINGTON INC | ||||||||
| 7700 LITTLE RIVER TURNPIKE SUITE | ANNANDALE | VA | 22003 | N/A | PUBLIC CHARITY | FOOD FOR ALL | $35,000 | 406 |
| LATINO EDUCATIONAL TRAINING INSTITUTE | ||||||||
| 6605 202ND ST SW 300 | LYNNWOOD | WA | 98036 | N/A | PUBLIC CHARITY | LETI CAFE | $35,000 | |
| LATINX RUN | ||||||||
| 6104 KNOBLE RD E | SPANAWAY | WA | 98387 | N/A | PUBLIC CHARITY | MENTAL HEALTH & WELLBEING RESILIENCE | $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 | |
| LIFE CHANGING COMMUNITY OUTREACH INC | ||||||||
| 1409 N AUSTIN BLVD | CHICAGO | IL | 60651 | N/A | PUBLIC CHARITY | ESTHER'S PLACE | $35,000 | |
| LINCOLN HILL RETIREMENT COMMUNITY | ||||||||
| 7430 276TH ST NW | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | AGE IN PLACE | $10,000 | |
| MARYS PLACE SEATTLE | ||||||||
| PO BOX 1711 | SEATTLE | WA | 98111 | N/A | PUBLIC CHARITY | EMOTIONAL AND MENTAL WELLBEING OF BIPOC CHILDREN, YOUTH, AND FAMILIES THROUGH ARTS AND COMMUNITY | $35,000 | |
| MICAH HOUSE | ||||||||
| 1415 AVENUE J | COUNCIL BLUFFS | IA | 51501 | N/A | PUBLIC CHARITY | EMERGENCY SHELTER & SUPPORT SERVICES | $75,000 | |
| MILLENNIA MINISTRIES | ||||||||
| PO BOX 14352 | MILL CREEK | WA | 980822532 | N/A | PUBLIC CHARITY | MOVING FROM SURVIVING TO THRIVING | $35,000 | |
| 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 CHILDREN'S HOME SOCIETY | ||||||||
| 4939 S 118TH STREET | OMAHA | NE | 68137 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 | |
| NEBRASKA DIAPER BANK | ||||||||
| 9100 F ST SUITE 100 | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | DIAPER DISTRIBUTION | $35,000 | |
| NEBRASKA HUMANE SOCIETY | ||||||||
| 8929 FORT STREET | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | BLACK TIE AND TAILS EVENT | $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 | $25,000 | |
| NORTHSTAR FOUNDATION | ||||||||
| 4242 N 49TH STREET | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | ACADEMIC ACHIEVEMENT INITIATIVE PROGRAM | $100,000 | |
| NORTHWEST TRIBAL EMERGENCY MANAGEMENT COUNCIL | ||||||||
| PO BOX 1162 | SNOHOMISH | WA | 98291 | N/A | PUBLIC CHARITY | NORTHWEST TRIBAL EMERGENCY MANAGEMENT COUNCIL | $30,000 | |
| 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 2022 | $701,972 | |
| 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 | |
| OPPORTUNITY COUNCIL | ||||||||
| 1419 CORNWALL AVE | BELLINGHAM | WA | 98225 | N/A | PUBLIC CHARITY | CLEVER SPROUTS ECEAP PRESCHOOL | $35,000 | |
| OPPORTUNITY COUNCIL | ||||||||
| 1419 CORNWALL AVE | BELLINGHAM | WA | 98225 | N/A | PUBLIC CHARITY | MADRES DE CASINO RD. SPANISH CLASSES FOR CHILDREN | $35,000 | |
| PACKS FOR KIDS - WASHINGTON | ||||||||
| 2204 28TH AVE SE | PUYALLUP | WA | 98374 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $15,000 | |
| PARTNERSHIP 4 KIDS | ||||||||
| 1004 FARNAM STREET STE 200 | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | POSTSECONDARY PROGRAM | $35,000 | |
| PROJECT GIRL MENTORING PROGRAM | ||||||||
| 4114 198TH STREET SW STE 1 | LYNNWOOD | WA | 98036 | N/A | PUBLIC CHARITY | IMMERSION LAB | $35,000 | |
| PROJECT HOUSEWORKS | ||||||||
| 2316 S 24TH STREET | OMAHA | NE | 68108 | N/A | PUBLIC CHARITY | SENIOR REPAIR PROGRAM | $85,000 | |
| QUALITY LIVING INC | ||||||||
| 6404 N 70TH PLAZA | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | WORKFORCE DEVELOPMENT PROGRAM | $100,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 620 S 38TH AVE | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | HOUSE PROGRAM SANITATION EFFORTS | $25,000 | |
| SAFE HARBOR FREE CLINIC | ||||||||
| 7209 265TH SUITE 203 | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | PATIENT VISITS AT FREE CLINIC | $35,000 | |
| SALVATION ARMY | ||||||||
| 3612 CUMING STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $150,000 | |
| SALVATION ARMY | ||||||||
| 3612 CUMING STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | TREE OF LIGHTS CAMPAIGN | $150,000 | |
| SANTA MONICA HOUSE | ||||||||
| 130 N 39TH STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | TREATMENT AND SUPPORTIVE HOUSING FOR WOMEN | $20,000 | |
| 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 | |
| SNOHOMISH COUNTY LEGAL SERVICES | ||||||||
| 2920 COLBY AVE SUITE 102 | EVERETT | WA | 98201 | N/A | PUBLIC CHARITY | FOUNDATION FOR FAMILY LAW - INDIVIDUAL AND FAMILY SAFETY | $35,000 | |
| SOUND WATER STEWARDS OF ISLAND COUNTY | ||||||||
| PO BOX 1620 | FREELAND | WA | 98249 | N/A | PUBLIC CHARITY | MARINE EDUCATION LEADING TO MARINE STEWARDSHIP | $32,780 | |
| STANWOOD AREA HISTORICAL SOCIETY | ||||||||
| 27112 102ND AVE NW | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | LUNCHEON SPONSORSHIP | $400 | |
| STANWOOD CAMANO FOOD BANK | ||||||||
| 27030 102ND AVE NW | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $34,140 | |
| STANWOOD HIGH SCHOOL AAA BOOSTER CLUB | ||||||||
| PO BOX 1366 | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | MARCHING BAND MODERNIZATION EFFORT | $31,442 | |
| STANWOOD-CAMANO AREA FOUNDATION | ||||||||
| PO BOX 1209 | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | NORTH COUNTY REGIONAL FIRE AUTHORITY - MOBILE INTEGRATED HEALTHCARE | $999,647 | |
| STEPHEN CENTER INC | ||||||||
| 2723 Q STREET | OMAHA | NE | 68107 | N/A | PUBLIC CHARITY | PETTIGREW EMERGENCY SHELTER | $35,000 | |
| TAKE THE NEXT STEP | ||||||||
| 202 S SAMS ST | MONROE | WA | 98272 | N/A | PUBLIC CHARITY | PROMOTORAS | $25,000 | |
| TEAMMATES MENTORING PROGRAM | ||||||||
| 6801 O STREET | LINCOLN | NE | 68510 | N/A | PUBLIC CHARITY | SPONSORSHIP FOR GALA | $25,000 | |
| TEAMMATES MENTORING PROGRAM | ||||||||
| 6801 O STREET | LINCOLN | NE | 68510 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $75,000 | |
| THE FIRST TEE OF OMAHA | ||||||||
| PO BOX 11202 | OMAHA | NE | 68111 | N/A | PUBLIC CHARITY | OMAHA SUMMER PROGRAMMING | $10,000 | |
| TOGETHER INC OF METROPOLITAN OMAHA | ||||||||
| 812 S 24TH STREET | OMAHA | NE | 68108 | N/A | PUBLIC CHARITY | FOOD INSECURITY AND HOMELESS SUPPORT | $150,000 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | 2022 LEGACY GRANT | $50,000 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $1,000,001 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | WOMEN'S HEALTH RESEARCH | $25,000 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | UNMC UBEATS PROGRAM SUPPORT | $150,000 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | SPECIAL ENDOWMENT FUND - 1994 GIFT | $6,611 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | SPECIAL ENDOWMENT FUND - 1995 GIFT | $8,891 | |
| VISITING NURSE ASSOCIATION OF THE MIDLANDS | ||||||||
| 12565 WEST CENTER ROAD | OMAHA | NE | 68144 | N/A | PUBLIC CHARITY | HEALTH CARE SAFETY NET | $30,000 | |
| VOLUNTEERS OF AMERICA INC | ||||||||
| 1660 DUKE ST | ALEXANDRIA | VA | 22314 | N/A | PUBLIC CHARITY | COMMUNITY RESOURCE CENTERS | $30,000 | |
| WASHINGTON KIDS IN TRANSITION | ||||||||
| 19721 SCRIBER LAKE RD B | LYNNWOOD | WA | 98036 | N/A | PUBLIC CHARITY | HOMELESS AND LOW-INCOME STUDENT AND FAMILY SUPPORTS | $35,000 | |
| WASHINGTON STATE FAMILY AND COMMUNITY ENGAGEMENT TRUST | ||||||||
| 7800 175TH ST SW | EDMONDS | WA | 98026 | N/A | PUBLIC CHARITY | EXPANDING PARENT AND CHILDREN'S LEADERSHIP TRAINING INSTITUTES FOR LOW-INCOME FAMILIES OF COLOR IN SNOHOMISH COUNTY | $35,000 | |
| WASHINGTON WEST AFRICAN CENTER | ||||||||
| 3909 164TH ST SW SUITE 201 | LYNNWOOD | WA | 98087 | N/A | PUBLIC CHARITY | BIDEWW AFTER SCHOOL PROGRAM | $35,000 | |
| WASHINGTON'S NATIONAL PARK FUND | ||||||||
| 1904 THIRD AVENUE SUITE 400 | SEATTLE | WA | 98101 | N/A | PUBLIC CHARITY | COMMUNITY RESILIENCE THROUGH FOOD SUSTAINABILITY AND NATIVE PLANT EDUCATION | $35,000 | |
| WESTSIDE FOUNDATION | ||||||||
| 1101 S 90 STREET | OMAHA | NE | 68124 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $3,500 | |
| 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 | $100,000 | |
| WORLD CENTRAL KITCHEN INC | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | RELIEF FOR UKRAINE | $30,000 | |
| YMCA OF GREATER OMAHA | ||||||||
| 430 S 20TH STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | CHILD CARE SCHOLARSHIPS FOR LOW-INCOME YOUTH | $25,000 | |
| YOUTH EMERGENCY SERVICES | ||||||||
| 2679 FARNAM STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | STREET OUTREACH CENTER PROGRAM | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,683,614 | 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 | $18,252 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $481,370 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,722,759 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,222,381 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,222,381 | 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 | $6,320 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,320 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORP STOCK | StockNm |
| EOY Book Value | $39,781,335 | EOYBookValueAmt |
| EOYFMV | $96,309,219 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS - EQUITY FUNDS | FMV | $3,478,196 | $5,440,000 |
| INVESTMENTS - EXCHANGE TRADED FUNDS | AT COST | $9,569,503 | $12,333,162 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $56,641 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $56,641 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $304,999 | $304,999 | $0 |
| WEBSITE DESIGN AND DEVELOPMENT | $22,096 | $0 | $22,096 |
| MEETING EXPENSES | $7,124 | $0 | $7,124 |
| PHILANTHROPY SERVICES | $54,632 | $0 | $54,632 |
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 | $2,271,069 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $14,340 | $14,340 | $0 |
| EXCISE TAX | $90,102 | $0 | $0 |
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