LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION (EIN 47-0748772)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202211369349104031
- Schema version
- 2021v4.2
- 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 | 2022-05-16T13:45:57-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | DAVID OLSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4023911065 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | OLSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANET OSBORN | PreparerPersonNm |
| PTIN | P00283478 | PTIN |
| Phone | 4023911065 | PhoneNum |
| Preparation | 2022-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $134,773,293 | 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 | $126 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $126 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $652,630 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $652,630 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,383,511 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,223,195 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,383,511 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,036,267 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,036,267 | 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 | $53,842 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $53,842 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,709 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,709 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $350,810 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $300,549 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50,261 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $424,611 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $315,258 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $109,353 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,730,974 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,730,974 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,155,585 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $315,258 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,840,327 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$119,318 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,721,009 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,819,160 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $692,339 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $692,339 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $47,189,389 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,908,652 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $106,631,423 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,645,134 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,943,207 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,449,531 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $58,653,683 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,544,198 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $134,773,293 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $61,779,359 | CapitalStockBOYAmt |
| Capital Stock EOY | $61,660,041 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$3,125,676 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,115,843 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $58,653,683 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,544,198 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $58,653,683 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,544,198 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $58,653,683 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$119,318 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,009,833 | OtherIncreasesAmt |
| Subtotal | $59,544,198 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $59,544,198 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MCDONALDS CORP COM | P | 2020-08-28 | 2021-05-27 | $69,834 | $63,621 | $6,213 | $6,213 |
| AMGEN INC COM | P | 2021-05-27 | $235,532 | $149,861 | $85,671 | $85,671 | |
| BOOKING HLDGS INC COM | P | 2021-05-27 | $174,914 | $87,836 | $87,078 | $87,078 | |
| CHEVRON CORP NEW COM | P | 2021-05-27 | $123,175 | $136,268 | -$13,093 | -$13,093 | |
| DISNEY WALT CO COM | P | 2021-05-27 | $177,591 | $51,182 | $126,409 | $126,409 | |
| ECOLAB INC COM | P | 2021-05-27 | $215,648 | $110,023 | $105,625 | $105,625 | |
| FISERV INC COM | P | 2016-10-06 | 2021-11-03 | $201,174 | $100,678 | $100,496 | $100,496 |
| HONEYWELL INTERNATIONAL INC COM | P | 2021-05-27 | $138,132 | $59,073 | $79,059 | $79,059 | |
| JOHNSON & JOHNSON COM | P | 2013-07-08 | 2021-05-27 | $244,511 | $127,513 | $116,998 | $116,998 |
| MCDONALDS CORP COM | P | 2021-05-27 | $139,669 | $55,441 | $84,228 | $84,228 | |
| PHILIP MORRIS INTL INC COM | P | 2021-05-27 | $154,895 | $140,692 | $14,203 | $14,203 | |
| SALESFORCE COM INC COM | P | 2019-10-10 | 2021-10-18 | $58,248 | $29,418 | $28,830 | $28,830 |
| SCHWAB CHARLES CORP NEW COM | P | 2021-05-27 | $145,230 | $79,584 | $65,646 | $65,646 | |
| SEQUOIA FUND #51 | P | 2013-07-06 | 2021-03-23 | $1,000,000 | $1,063,893 | -$63,893 | -$63,893 |
| SEQUOIA FUND #51 | P | 2021-06-11 | $817,062 | $878,064 | -$61,002 | -$61,002 | |
| SEQUOIA FUND #51 | P | 2021-06-11 | $182,938 | $182,938 | $0 | $0 | |
| SEQUOIA FUND #51 | P | 2021-08-26 | $1,000,000 | $812,835 | $187,165 | $187,165 | |
| SEQUOIA FUND #51 | P | 2021-10-15 | $1,003,436 | $807,395 | $196,041 | $196,041 | |
| SEQUOIA FUND #51 | P | 2021-12-07 | $1,000,000 | $887,762 | $112,238 | $112,238 | |
| TARGET CORP COM | P | 2021-05-27 | $455,337 | $121,574 | $333,763 | $333,763 | |
| THERMO FISHER CORP COM | P | 2016-10-06 | 2021-03-19 | $89,430 | $31,594 | $57,836 | $57,836 |
| APPLE INC COM | P | 2010-03-26 | 2021-10-18 | $86,620 | $4,936 | $81,684 | $81,684 |
| BERKSHIRE HATHAWAY INC CL A | P | 2010-06-30 | 2021-03-19 | $764,788 | $351,224 | $413,564 | $413,564 |
| BERKSHIRE HATHAWAY INC CL A | P | 2010-06-30 | 2021-11-03 | $2,160,758 | $878,060 | $1,282,698 | $1,282,698 |
| BOOKING HLDGS INC COM | P | 2021-05-27 | $233,218 | $15,982 | $217,236 | $217,236 | |
| CHEVRON CORP NEW COM | P | 2005-03-21 | 2021-03-19 | $52,071 | $30,125 | $21,946 | $21,946 |
| DISNEY WALT CO COM | P | 2010-09-23 | 2021-05-27 | $88,795 | $16,750 | $72,045 | $72,045 |
| JOHNSON & JOHNSON COM | P | 2021-03-19 | $160,775 | $84,140 | $76,635 | $76,635 | |
| JOHNSON & JOHNSON COM | P | 2010-06-30 | 2021-05-27 | $92,746 | $48,367 | $44,379 | $44,379 |
| MASTERCARD INC CL A | P | 2007-09-21 | 2021-03-19 | $109,074 | $4,426 | $104,648 | $104,648 |
| MASTERCARD INC CL A | P | 2007-09-21 | 2021-10-18 | $105,799 | $4,426 | $101,373 | $101,373 |
| MCDONALDS CORP COM | P | 2021-05-27 | $139,669 | $39,355 | $100,314 | $100,314 | |
| PEPSICO INC COM | P | 2021-05-27 | $443,614 | $145,505 | $298,109 | $298,109 | |
| PHILIP MORRIS INTL INC COM | P | 2021-03-19 | $177,602 | $33,326 | $144,276 | $144,276 | |
| PHILIP MORRIS INTL INC COM | P | 2021-05-27 | $232,342 | $45,882 | $186,460 | $186,460 | |
| ROPER TECHNOLOGIES, INC. | P | 2007-09-21 | 2021-10-18 | $139,585 | $19,059 | $120,526 | $120,526 |
| ROPER TECHNOLOGIES, INC. | P | 2021-12-22 | $471,293 | $51,381 | $419,912 | $419,912 | |
| CHEVRON CORP NEW COM | P | 2021-05-27 | $133,440 | $89,495 | $43,945 | $43,945 | |
| CAPITAL GAINS DIVIDENDS | P | $2,004,250 | $2,004,250 | $2,004,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,383,511 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $107,322 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $107,322 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $107,322 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,275 | 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 | $24,275 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,055 | EsPenaltyAmt |
| Tax Due | $84,102 | 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 | $126,281,876 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,620,927 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $127,902,803 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $127,902,803 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,918,542 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $125,984,261 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,299,213 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,299,213 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $107,322 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $107,322 | TotalTaxAmt |
| Distributable Before Adj | $6,191,891 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,191,891 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,191,891 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,840,327 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,840,327 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,191,891 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $713,832 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $790,990 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $852,032 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $853,740 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,210,594 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,840,327 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,191,891 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,648,436 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,859,030 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,859,030 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $713,832 | ExcessFromYear4Amt |
| Excess From Year3 | $790,990 | ExcessFromYear3Amt |
| Excess From Year2 | $852,032 | ExcessFromYear2Amt |
| Excess From Year1 | $853,740 | ExcessFromYear1Amt |
| Excess From Current Year | $1,648,436 | 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 (111 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 | |
| ABIDE OMAHA | ||||||||
| 3223 N 45TH STREET | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | BUILDING SAFER NEIGHBORHOODS, STRONGER FAMILIES, & EMERGING LEADERS | $260,000 | |
| AMARA | ||||||||
| 5907 MARTIN LUTHER KING JR WAY S | SEATTLE | WA | 98118 | N/A | PUBLIC CHARITY | KEEPING KIDS CONNECTED PROGRAM | $25,000 | |
| APPLIED INFORMATION MANAGEMENT | ||||||||
| 1905 HARNEY STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | ACCREDITED ACCELERATED TECH TRAINING (AATT) | $14,739 | |
| 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 | $100,000 | |
| BANISTER'S LEADERSHIP ACADEMY | ||||||||
| 6677 SORENSEN PKWY | OMAHA | NE | 68152 | N/A | PUBLIC CHARITY | NIGHT LIFE PROGRAM & FAMILY UNIVERSITY | $35,000 | |
| 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 | |
| BOYS & GIRLS CLUBS OF KING COUNTY | ||||||||
| 603 STEWART STREET | SEATTLE | WA | 98101 | N/A | PUBLIC CHARITY | MENTAL HEALTH INNIATIVE AT THREE PRIORITY CLUBS | $25,000 | |
| BOYS AND GIRLS CLUBS OF THE MIDLANDS | ||||||||
| 2610 HAMILTON STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | COLLEGE & CAREER READINESS FOR TEENS | $50,000 | |
| BURNED CHILDREN RECOVERY FOUNDATION | ||||||||
| 409 WOOD PL | EVERETT | WA | 98203 | N/A | PUBLIC CHARITY | BURN SUPPORT SERVICES | $35,000 | |
| CAMP QUALITY USA INC | ||||||||
| 5455 GULL RD STE D 246 | KALAMAZOO | MI | 49048 | N/A | PUBLIC CHARITY | 2021-2022 CAMP AND FAMILY PROGRAMS | $20,000 | |
| CAROLE'S HOUSE OF HOPE | ||||||||
| 7815 HARNEY STREET | OMAHA | NE | 68114 | N/A | PUBLIC CHARITY | HOUSING/SERVICES FOR HOMELESS YOUNG MOTHERS AND CHILDREN DURING COVID-19 | $35,000 | |
| CASA FOR DOUGLAS COUNTY | ||||||||
| 2412 STREET MARYS AVENUE | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | TRAINING & SUPERVISION | $30,000 | |
| CHICANO AWARENESS CENTER | ||||||||
| 4821 S 24TH STREET | OMAHA | NE | 68107 | N/A | PUBLIC CHARITY | WORKFORCE, EDUCATION AND INNOVATION PROGRAM | $75,000 | |
| CHILD ADVOCACY CENTER OF SNOHOMISH | ||||||||
| 1509 CALIFORNIA STREET | EVERETT | WA | 98201 | N/A | PUBLIC CHARITY | PARENTING EDUCATION PROGRAM EXPANSION | $35,000 | |
| CHILD SAVING INSTITUTE | ||||||||
| 4545 DODGE STREET | OMAHA | NE | 68132 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $150,000 | |
| CITY OF OMAHA PUBLIC LIBRARY | ||||||||
| 215 S 15TH STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | OMAHA PUBLIC LIBRARY COLLECTIONS | $15,000 | |
| COCOON HOUSE | ||||||||
| 3530 COLBY AVENUE | EVERETT | WA | 98201 | N/A | PUBLIC CHARITY | HOMELESS YOUTH HOUSING PROGRAM | $75,000 | |
| COLLEGE OF SAINT MARY | ||||||||
| 7000 MERCY RD | OMAHA | NE | 68106 | N/A | PUBLIC CHARITY | SINGLE MOTHOR SCHOLARSHIPS | $50,000 | |
| 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 | $30,000 | |
| COMPASS HOUSING ALLIANCE | ||||||||
| 77 S WASHINGTON STREET | SEATTLE | WA | 98104 | N/A | PUBLIC CHARITY | SUPPORTIVE HOUSING FOR FAMILIES | $10,000 | |
| 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 | $50,000 | |
| CRISIS CONNECTIONS | ||||||||
| 2901 3RD AVENUE STE 100 | SEATTLE | WA | 98121 | N/A | PUBLIC CHARITY | LIFESAVING RESOURCES | $20,000 | |
| DIBS FOR KIDS | ||||||||
| 1111 N 13TH STREET STE 426 | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | COVID-19 SUPPORT AND SCHOOL EXPANSION | $20,000 | |
| DRESS FOR SUCCESS SEATTLE | ||||||||
| PACIFIC PLACE 3RD FLOOR 600 PINE | SEATTLE | WA | 98101 | N/A | PUBLIC CHARITY | IMPROVING FAMILY FINANCIAL STABILITY THROUGH DIGITAL LITERACY EDUCATION | $35,000 | STREET STE 310 |
| EASTER SEAL SOCIETY OF NEBRASKA | ||||||||
| 12565 WEST CENTER ROAD STE 100 | OMAHA | NE | 68144 | N/A | PUBLIC CHARITY | NEBRASKA CAMP & RESPITE | $35,000 | |
| EILEEN & CALLIE'S PLACE | ||||||||
| 216 W GOWE ST 401 | KENT | WA | 98032 | N/A | PUBLIC CHARITY | SUPPORTING YOUNG WOMEN AGING OUT OF FOSTER CARE | $20,000 | |
| ELIZABETH GREGORY HOME | ||||||||
| 1604 NE 50TH ST | SEATTLE | WA | 98105 | N/A | PUBLIC CHARITY | ESSENTIAL NEEDS FOR LOW INCOME WOMEN EXPERIENCING HOMELESSNESS | $35,000 | |
| FAMILY LAW CASA OF KING COUNTY | ||||||||
| 16300 CHRISTENSEN RD SUITE 306 | TUKWILA | WA | 98188 | N/A | PUBLIC CHARITY | CHILD ADVOCACY PROGRAM | $15,000 | |
| FOOD BANK FOR THE HEARTLAND | ||||||||
| 10525 J STREET | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | FIGHT AGAINST HUNGER AND COVID-19 PROGRAM | $150,000 | |
| FRIENDS OF THE CHILDREN SEATTLE | ||||||||
| PO BOX 18886 | SEATTLE | WA | 98118 | N/A | PUBLIC CHARITY | EXPANDING POST-SECONDARY PREPAREDNESS SERVICES | $75,000 | |
| 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 | COVID-19 SUPPORT | $15,000 | |
| HABITAT FOR HUMANITY OF OMAHA | ||||||||
| 1701 N 24TH STREET | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | HOME IMPROVEMENT PROGRAMS | $35,000 | |
| HAND IN HAND | ||||||||
| 9502 19TH AVENUE SE STE F | EVERETT | WA | 98208 | N/A | PUBLIC CHARITY | EMERGENCY BASIC NEEDS RESPONSE | $30,000 | |
| HEART MINISTRY CENTER | ||||||||
| 2222 BINNEY STREET | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | COMPLETE CAPITAL CAMPAIGN AND QUALIFY FOR MATCHING FUNDS | $275,000 | |
| HEARTLAND EQUINE THERAPEUTIC RIDING ACADEMY | ||||||||
| 10130 S 222ND STREET | GRETNA | NE | 68028 | N/A | PUBLIC CHARITY | THERAPY SERVICES FOR CHILDREN | $35,000 | |
| HEARTLAND HOPE MISSION | ||||||||
| 2021 U ST | OMAHA | NE | 68107 | N/A | PUBLIC CHARITY | COVID-19 SUPPORT | $135,000 | |
| HIGHLINE COLLEGE FOUNDATION | ||||||||
| PO BOX 98000 M/S CV-3 | DES MOINES | WA | 981989800 | N/A | PUBLIC CHARITY | SUPPORT FOR THE BLACK AND BROWN YOUNG EDUCATED LADIES LEADING AND LA CONFERENCE SUMMITS | $10,000 | |
| HOPE CENTER FOR KIDS | ||||||||
| 2200 N 20TH STREET | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | HOPE EMPLOYMENT AND LEARNING ACADEMICS | $100,000 | |
| HOUSING HOPE | ||||||||
| 5830 EVERGREEN WAY | EVERETT | WA | 98203 | N/A | PUBLIC CHARITY | HOMELESS FAMILY SERVICES | $20,000 | |
| IMAGINE CHILDREN'S MUSEUM | ||||||||
| 1502 WALL STREET | EVERETT | WA | 98201 | N/A | PUBLIC CHARITY | PANDEMIC-IMPACTED FAMILIES | $35,000 | |
| INTERCULTURAL SENIOR CENTER | ||||||||
| 5545 CENTER STREET | OMAHA | NE | 68106 | N/A | PUBLIC CHARITY | FOOD PANTRY DELIVERY FOR OLDER ADULTS | $35,000 | |
| JUBILEE WOMEN'S CENTER | ||||||||
| 620 18TH AVE E | SEATTLE | WA | 98112 | N/A | PUBLIC CHARITY | NEXT STEP HOUSING FOR WOMEN EXPERIENCING HOMELESSNESS | $35,000 | |
| KIDS CAN COMMUNITY CENTER | ||||||||
| 4860 Q STREET | OMAHA | NE | 68117 | N/A | PUBLIC CHARITY | COVID-19 SUPPORT | $35,000 | |
| KIDSQUEST CHILDREN'S MUSEUM | ||||||||
| 1116 108TH AVE NE | BELLEVUE | WA | 98004 | N/A | PUBLIC CHARITY | CLOSING THE COVID GAP TO KINDERGARTEN READINESS | $35,000 | |
| KING COUNTY SEXUAL ASSAULT RESOURCE CENTER | ||||||||
| PO BOX 300 | RENTON | WA | 98057 | N/A | PUBLIC CHARITY | TRAUMA FOCUSED THERAPY FOR SURVIVORS OF SEXUAL ASSAULT AND ABUSE | $20,000 | |
| LEGAL AID OF NEBRASKA | ||||||||
| 209 S 19TH STREET STE 200 | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | LEGAL AID OF NEBRASKA HELP VA PROGRAM | $30,000 | |
| LITTLE BIT THERAPEUTIC RIDING | ||||||||
| 18675 NE 106TH STREET | REDMOND | WA | 98052 | N/A | PUBLIC CHARITY | ASSISTED SERVICES FOR THE DISABLED | $25,000 | |
| MAKE-A-WISH NEBRASKA | ||||||||
| 1005 S 107TH AVENUE | OMAHA | NE | 68114 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $30,000 | |
| MICAH HOUSE | ||||||||
| 1415 AVENUE J | COUNCIL BLUFFS | IA | 51501 | N/A | PUBLIC CHARITY | EMERGENCY SHELTER & SUPPORT SERVICES | $75,000 | |
| 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 | $100,000 | |
| NEBRASKA HUMANE SOCIETY | ||||||||
| 8929 FORT STREET | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | NAVIGATING THE ONGOING PANDEMIC | $150,000 | |
| NEBRASKA YOUTH JUSTICE INITIATIVE | ||||||||
| 5020 GRAND AVE | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | AGREEMENT TO NEBRASKA YOUTH JUSTICE INITIATIVE FOR 2021 | $1,000,000 | |
| NEW VISIONS HOMELESS SERVICES | ||||||||
| 1435 N 15TH STREET | COUNCIL BLUFFS | IA | 51501 | N/A | PUBLIC CHARITY | HOUSING & SUPPORTIVE SERVICES | $15,000 | |
| NORTHSTAR FOUNDATION | ||||||||
| 4242 N 49TH STREET | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | ACADEMIC ACHIEVEMENT INITIATIVE PROGRAM | $100,000 | |
| OLIVE CREST UNITED METHODIST CHURCH | ||||||||
| 7180 N 60TH STREET | OMAHA | NE | 68152 | N/A | PUBLIC CHARITY | COVID-19 SUPPORT | $35,000 | |
| OMAHA CONSERVATORY OF MUSIC | ||||||||
| 7023 CASS STREET | OMAHA | NE | 68132 | N/A | PUBLIC CHARITY | STRING SPROUTS AND SENIOR SPROUTS | $20,000 | |
| OMAHA PUBLIC SCHOOLS FOUNDATION | ||||||||
| 3861 FARNAM STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GRANT AGREEMENT TO OMAHA PUBLIC SCHOOLS FOUNDATION FOR 2021 | $700,000 | |
| ONEWORLD COMMUNITY HEALTH CENTERS | ||||||||
| 4910 4920 4930 S 30TH STREET | OMAHA | NE | 68107 | N/A | PUBLIC CHARITY | ONEWORLD FAMILY SOCIAL WORK | $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 | |
| OUTDOORS FOR ALL FOUNDATION | ||||||||
| 6344 NE 74TH STREET 102 | SEATTLE | WA | 98115 | N/A | PUBLIC CHARITY | PURCHASE OF VEHICLE FOR ADAPTIVE RECREATION PROGRAMS | $70,000 | |
| OUTLOOK NEBRASKA INC | ||||||||
| 4125 S 72ND STREET | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | OUTLOOK ENRICHMENT | $20,000 | |
| PARTNERSHIP 4 KIDS | ||||||||
| 1004 FARNAM STREET STE 200 | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | POSTSECONDARY PROGRAM | $35,000 | |
| PEER WASHINGTON | ||||||||
| 1520 BELLEVUE AVENUE | SEATTLE | WA | 98122 | N/A | PUBLIC CHARITY | PEER COACHING | $15,000 | |
| POC COLLABORATIVE COMMUNITY RESOURCE CENTER | ||||||||
| 3105 N 24TH ST | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | POC COLLABORATIVE | $5,000 | |
| PROJECT HOUSEWORKS | ||||||||
| 2316 S 24TH STREET | OMAHA | NE | 68108 | N/A | PUBLIC CHARITY | HOME REPAIR PROGRAM | $35,000 | |
| 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 STREET NW STE 203/204 | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | PATIENTS VISITS AT FREE CLINIC | $15,000 | |
| 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 | |
| SALVATION ARMY | ||||||||
| 3612 CUMING STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | KENTUCKY RELIEF | $150,000 | |
| SANTA MONICA HOUSE | ||||||||
| 130 N 39TH STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | TRANSITIONAL LIVING FACILITY | $15,000 | |
| SAVING GRACE PERISHABLE FOOD RESCUE | ||||||||
| 4611 S 96TH STREET | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | FOOD RESCUE AND DELIVERY SERVICES | $100,000 | |
| SAWHORSE REVOLUTION | ||||||||
| 801 2ND AVENUE STE 501 | SEATTLE | WA | 98104 | N/A | PUBLIC CHARITY | DESIGN-BUILD COLLABORATION | $30,000 | |
| SEATTLE CARES MENTORING MOVEMENT | ||||||||
| 1404 E YESLER WAY | SEATTLE | WA | 98122 | N/A | PUBLIC CHARITY | EDUCATION SUPPORT FOR LOW INCOME BLACK YOUTH | $35,000 | |
| SIENNA FRANCIS HOUSE | ||||||||
| 1702 NICHOLAS STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | COVID-19 SUPPORT | $150,000 | |
| SIENNA FRANCIS HOUSE | ||||||||
| 1702 NICHOLAS STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $75,000 | |
| SMART GEN SOCIETY | ||||||||
| 8710 F ST SUITE 112 | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | DIGITAL SELF-DEFENSE | $30,000 | |
| SOLID GROUND | ||||||||
| 1501 N 45TH STREET | SEATTLE | WA | 98103 | N/A | PUBLIC CHARITY | HOUSING & SUPPORTIVE SERVICES | $25,000 | |
| STANWOOD AREA HISTORICAL SOCIETY | ||||||||
| 27112 102ND AVE NW | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $14,000 | |
| STANWOOD CAMANO FOOD BANK | ||||||||
| 271 ST NW STANWOOD | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $50,000 | |
| STEPHEN CENTER INC | ||||||||
| 2723 Q STREET | OMAHA | NE | 68107 | N/A | PUBLIC CHARITY | COVID-19 SUPPORT | $35,000 | |
| STRATEGIC AIR COMMAND & AEROSPACE MUSEUM | ||||||||
| 28210 W PARK HWY | ASHLAND | NE | 68003 | N/A | PUBLIC CHARITY | EQUIPMENT NEEDS | $9,000 | |
| TEAMMATES MENTORING PROGRAM | ||||||||
| 6801 O STREET | LINCOLN | NE | 68510 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $75,000 | |
| TEAMMATES MENTORING PROGRAM | ||||||||
| 6801 O STREET | LINCOLN | NE | 68510 | N/A | PUBLIC CHARITY | TAILGATE GALA | $25,000 | |
| TEEN FEED | ||||||||
| 4740 UNIVERSITY WAY NE SUITE B | SEATTLE | WA | 98105 | N/A | PUBLIC CHARITY | TEEN FEED OUTREACH PROGRAM | $150,000 | |
| THE BIG GARDEN CAMPUS | ||||||||
| 5602 READ STREET | OMAHA | NE | 68152 | N/A | PUBLIC CHARITY | FARM TO SCHOOL / GROW YOUR OWN | $20,000 | |
| THE DAVIS PLACE TEEN CENTER | ||||||||
| 9612 271ST STREET NW | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| THE ROSE THEATRE | ||||||||
| 2001 FARNAM STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 | |
| TOGETHER INC OF METROPOLITAN OMAHA | ||||||||
| 812 S 24TH STREET | OMAHA | NE | 68108 | N/A | PUBLIC CHARITY | NOURISH & CRISIS ENGAGEMENT | $100,000 | |
| TRANSITIONAL RESOURCES | ||||||||
| 2970 SW AVALON WAY | SEATTLE | WA | 98126 | N/A | PUBLIC CHARITY | RISE AT YANCY STREET OPENING | $30,000 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | UNIVERSITY OF NEBRASKA OMAHA - ATHLETICS | $50,000 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | DOROTHY OLSON HERITAGE CENTER FUND | $77,540 | |
| 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 | $20,950 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | SPECIAL ENDOWMENT FUND - 1995 GIFT | $9,745 | |
| WASHINGTON KIDS IN TRANSITION | ||||||||
| 19721 SCRIBNER LAKE RD STE B | LYNNWOOD | WA | 98036 | N/A | PUBLIC CHARITY | HOMELESS AND LOW-INCOME STUDENT AND FAMILY SUPPORTS | $35,000 | |
| 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 | $100,000 | |
| YEAR UP PUGET SOUND - SEATTLE CENTRAL COLLEGE CAMPUS | ||||||||
| 1701 BROADWAY 2BE ROOM 1128 | SEATTLE | WA | 98122 | N/A | PUBLIC CHARITY | STUDENT SUPPORT | $25,000 | |
| 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 | $65,000 | |
| YOUTHCARE | ||||||||
| 2500 NE 54TH STREET | SEATTLE | WA | 981053142 | N/A | PUBLIC CHARITY | EDUCATION & EMPLOYMENT | $35,000 | |
| YOUTHNET | ||||||||
| 227 N 4TH STREET | MOUNT VERNON | WA | 98273 | N/A | PUBLIC CHARITY | SUPPORTING MIGRANT FAMILIES | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,730,974 | 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 | $126 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $652,630 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,383,511 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,036,267 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,036,267 | 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 | $5,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORP STOCK | StockNm |
| EOY Book Value | $41,908,652 | EOYBookValueAmt |
| EOYFMV | $106,631,423 | 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 | $7,155,796 | $12,519,871 |
| INVESTMENTS - EXCHANGE TRADED FUNDS | AT COST | $9,787,411 | $14,929,660 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $53,842 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $53,842 | 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 | $300,549 | $300,549 | $0 |
| WEBSITE DESIGN AND DEVELOPMENT | $16,901 | $0 | $16,901 |
| MEETING EXPENSES | $4,768 | $0 | $4,768 |
| PHILANTHROPY SERVICES | $28,592 | $0 | $28,592 |
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 | $1,009,833 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $14,709 | Amt |
| Net Investment Income | $14,709 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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