2022-11-15T17:06:18-06:00 2021-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2021-01-01 363727897 SUZANNE & WALTER SCOTT FOUNDATION SUZA 4025021122 10340 NORTH 84TH STREET OMAHA NE 681222216 CHRISTI ANNIN DIRECTOR OF FINANCE 4025021122 2022-11-15 1 CHRISTI ANNIN 999009999 JAMES J TICHOTA P00573913 4024968800 2022-11-15 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z CHRISTI ANNIN 10340 NORTH 84TH STREET OMAHA NE 681222216 101164520 0 X WWW.SWSCOTTFOUNDATION.ORG X 1990 NE THE MISSION OF THE FOUNDATION IS TO DISTRIBUTE FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION, AND SOCIAL SERVICES. 7 6 33 7 2673637 2516574 34441223 2453863 991000 1519943 17388258 8569037 16843666 30690880 69664147 43233723 9066272 10456130 0 0 3320546 4675664 0 0 0 12606149 10632446 24992967 25764240 44671180 17469483 379612870 445596234 30783793 13124024 348829077 432472210 THE MISSION OF THE FOUNDATION IS TO DISTRIBUTE FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION, AND SOCIAL SERVICES. 0 0 20365955 10456130 1519943 THE FOUNDATION WAS ORGANIZED AND IS OPERATED GENERALLY FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF, THE OMAHA COMMUNITY FOUNDATION. THE OMAHA COMMUNITY FOUNDATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE OF THE CITIZENS OF THE GREATER OMAHA AREA BY IDENTIFYING AND ADDRESSING CURRENT ANTICIPATED NEEDS AND RAISING, MANAGING, AND DISTRIBUTING FUNDS. IN ADDITION, THE FOUNDATION DISTRIBUTES FUNDS TO OTHER CHARITABLE ORGANIZATIONS. CONSISTENT WITH THE OMAHA COMMUNITY FOUNDATION, THE FOUNDATION SUPPORTS THE UNIVERSITY OF NEBRASKA, OMAHA CAMPUS IN VARIOUS PROJECTS. 20365955 1 1 0 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 1 X 24 0 1 33 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 7 6 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X CHRISTI ANNIN 4025021122 10340 NORTH 84TH STREET OMAHA NE 681222216 WALTER SCOTT JR DIRECTOR (CHAIRMAN THROUGH 09.25.2021) 1.00 0.00 X X 0 0 0 W DAVID SCOTT DIRECTOR (TREASURER) 1.00 0.00 X X 0 0 0 MICKEY ANDERSON DIRECTOR (CHAIRMAN AS OF 11.11.2021) 1.00 0.00 X 0 0 0 RANDY SCHMAILZL DIRECTOR 1.00 0.00 X 0 0 0 MIKE FAUST DIRECTOR 1.00 0.00 X 0 0 0 DR WILLIAM SINGER DIRECTOR 1.00 0.00 X 0 0 0 CINDY SMITH DIRECTOR 1.00 0.00 X 0 0 0 SUSAN MORRIS DIRECTOR (AS OF 11.11.2021) 1.00 0.00 X 0 0 0 CALVIN SISSON PRESIDENT & CEO 40.00 0.00 X 679619 0 32852 RICHARD EAKIN VICE PRESIDENT 40.00 0.00 X 228289 0 14856 CHRISTI ANNIN DIRECTOR OF FINANCE 40.00 0.00 X 195966 0 29500 KEN MOREANO EXECUTIVE DIRECTOR - NOAK 0.00 40.00 X 465759 0 32900 CHAD GRACE DIR - INFORMATION TECHNOLOGY 0.00 40.00 X 143632 0 16670 RYAN OSBORN DIRECTOR OF OPERATIONS 0.00 40.00 X 170796 0 21672 ANNE FOLKERS PROGRAM OFFICER 40.00 0.00 X 125625 0 25662 LAURA MILLER PROGRAM OFFICER 40.00 0.00 X 135155 0 16478 SARAH LOPEZ PROGRAM OFFICER 40.00 0.00 X 120000 0 0 2264841 0 190590 9 0 1 0 TETRAD CORPORATION 10340 N 84TH STREET OMAHA NE 68122 RENT 589248 DOLAN MCENIRY CAPITAL MANAGEMENT LLC 120 NORTH LASALLE STREET SUITE 151 CHICAGO IL 60602 INVESTMENT SERVICES 340284 LANOHA LANDSCAPE NURSERY INC 19111 W CENTER ROAD OMAHA NE 68130 LANDSCAPING SERVICES 319610 SILICON VALLEY 2765 N 1000 E NORTH LOGAN UT 84341 CONSULTANT 307549 G4S SECURE SOLUTIONS (USA) INC PO BOX 277469 ATLANTA GA 30384 SECURITY SERVICES 271566 10 2453863 2453863 MANAGEMENT FEE 531390 1519943 1519943 1519943 4810174 4810174 15512583 0 15512583 15512583 15512583 61689660 57930797 3758863 3758863 3758863 GRANTS - REFUNDED 900099 12693400 12693400 WALTER SCOTT JR ADMIN TRUST 525990 2673637 2673637 OTHER REVENUE 900099 -188740 -188740 15178297 43233723 1519943 2673637 36586280 10456130 10456130 1679742 1089201 590541 2263978 1665258 598720 77400 56931 20469 498970 367015 131955 155574 114432 41142 41216 20608 20608 65550 32775 32775 612652 612652 77512 77512 759977 501144 258833 2156240 1586012 570228 193591 193591 356537 262249 94288 600871 600871 303138 303138 SCOTT TECH CRT - OPERAT 1329895 1329895 REPAIRS AND MAINTENANCE 1189045 1189045 FOOD SERVICES 884299 884299 CONSULTING 746379 746379 1315544 210090 1105454 25764240 20365955 5398285 0 35443604 24271055 321034 502799 1358490 19721333 2577022 17640895 17144311 128298047 276474820 191356900 118744695 6552390 7100064 379612870 445596234 2316627 2045977 28467166 11078047 30783793 13124024 X 348829077 432472210 348829077 432472210 379612870 445596234 X 17469483 68115586 -1941936 X 0 1 X 0 0 X X 1 OMAHA COMMUNITY FOUNDATION 470645958 8 1 10456130 0 1 10456130 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART I, LINE 12G OMAHA COMMUNITY FOUNDATION (OCF), THE SUZANNE AND WALTER SCOTT FOUNDATION'S SUPPORTED ORGANIZATION, CONTROLS THE BOARD OF THE SUZANNE AND WALTER SCOTT FOUNDATION THROUGH ITS APPOINTMENT OF A MAJORITY OF THE MEMBERS OF THE SUZANNE AND WALTER SCOTT FOUNDATION'S BOARD. OCF'S PRIMARY PURPOSE IS TO FUND CHARITABLE PROGRAMS AND ORGANIZATIONS PRIMARILY SERVING THE OMAHA/METRO AREA, SOUTHEAST NEBRASKA AND SOUTHWEST IOWA. THEREFORE, THE DISTRIBUTIONS MADE BY THE SUZANNE AND WALTER SCOTT FOUNDATION TO VARIOUS NONPROFITS AS DETERMINED BY ITS BOARD, WHICH IS CONTROLLED BY OCF APPOINTEES, CONSTITUTES DISTRIBUTIONS TO MEMBERS OF THE CHARITABLE CLASS BENEFITTED BY OCF. CONSEQUENTLY, ALL OF THE DISTRIBUTIONS MADE, WHETHER DIRECTLY TO OCF, OR TO ORGANIZATIONS CHOSEN BY THE SUZANNE AND WALTER SCOTT FOUNDATION'S OCF CONTROLLED BOARD, CONSTITUTE SUPPORT TO OCF, ITS SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 1642000 1642000 16854888 1787444 15067444 1224445 789578 434867 17144311 118744695 F 118744695 X 98573105 68115586 529848 68645434 29927671 13306052 13306052 43233723 15243529 2785341 2785341 12458188 13306052 13306052 25764240 PART III, LINE 1A: THE ART COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. DONOR-RESTRICTED CONTRIBUTIONS WHOSE RESTRICTIONS ARE MET WITHIN THE SAME YEAR AS RECEIVED ARE REPORTED AS WITHOUT DONOR RESTRICTIONS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE CONSOLIDATED FINANCIAL STATEMENTS. PROCEEDS FROM THE SALE OF ART OR INSURANCE SETTLEMENTS ARE RECORDED AS NET ASSETS WITH DONOR RESTRICTIONS FOR THE ACQUISITION OF ART. THE COLLECTION IS MAINTAINED FOR EDUCATION AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE, RATHER THAN FOR FINANCIAL GAIN. PART III, LINE 4: THE FOUNDATION'S RESEARCH COLLECTION CONTAINS UNIQUE REGIONAL HISTORY SOURCES AND OBJECTS DOCUMENTING THE LOUISIANA PURCHASE TERRITORY. THE COLLECTION AND RESEARCH OF THESE ITEMS IN THE COLLECTION PROVIDE A REVIEW OF THE PAST AS A BASIS OF DISCUSSING CURRENT ACTIVITIES. PART X, LINE 2: THE FOUNDATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING THE GUIDANCE INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES. THERE ARE NO UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES THAT ARE REFLECTED IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2021 AND 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME REPORTED ON SRM TR 529,848. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS REFUNDED 12,693,400. INVESTMENT FEES, NETTED AGAINST INCOME 612,652. PART XII, LINE 2D - OTHER ADJUSTMENTS: SMS ADJUSTMENTS 4,580. SRHC ADJUSTMENTS 2,274,602. SRM REMOVAL 506,159. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS REFUNDED 12,693,400. INVESTMENT FEES, NETTED AGAINST INCOME 612,652. 0 AKSARBEN FOUNDATION 7101 MERCY ROAD OMAHA NE 681062617 470447496 501(C)(3) 11000 0 EVENT - FAMILY FUND AMERICAN ACADEMY OF DIPLOMACY 1200 18TH ST NW WASHINGTON DC 200362506 521341314 501(C)(3) 11000 0 PROGRAM SUPPORT AMERICAN HEART ASSOCIATION INC 9900 NICHOLAS STREET SUITE 200 OMAHA NE 68114 135613797 501(C)(3) 10000 0 EVENT - FAMILY FUND ANGELS AMONG US 3858 JONES STREET SUITE A OMAHA NE 68105 204728470 501(C)(3) 20000 0 OMAHA AWARD CAROLE'S HOUSE OF HOPE 7815 HARNEY ST OMAHA NE 68114 800741577 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT CENTRAL COMMUNITY COLLEGE 201 FOUNDATION PLACE STE 200 HASTINGS NE 68901 470728813 501(C)(3) 44250 0 GENERAL OPERATING SUPPORT CHILD SAVING INSTITUTE 4545 DODGE STREET OMAHA NE 68132 450489204 501(C)(3) 20000 0 OMAHA AWARD CLEAR BLUE SEA 4450 PAVLOV AVE SAN DIEGO CA 921223712 813066017 501(C)(3) 15000 0 PROGRAM SUPPORT COMPLETELY KIDS 2566 ST MARYS AVE OMAHA NE 68105 275111197 501(C)(3) 20000 0 OMAHA AWARD COVENANT HOUSE TEXAS 1111 LOVETT BLVD HOUSTON TX 770063823 760050882 501(C)(3) 30000 0 PROGRAM SUPPORT CRCC 5321 S 138TH ST OMAHA NE 68137 470718409 501(C)(3) 50000 0 OMAHA AWARD DAVID FOSTER FOUNDATION PO BOX 1760 SANTA MONICA CA 90406 810581479 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT FRIENDS OF HAAC INC 99 CANAL CENTER PLAZA SUITE 320 ALEXANDRIA VA 22314 853582196 501(C)(3) 100000 0 PROGRAM SUPPORT HABITAT FOR HUMANITY OF COUNCIL BLUFFS 1228 S MAIN ST COUNCIL BLUFFS IA 51503 421394987 501(C)(3) 15000 0 OMAHA AWARD HABITAT FOR HUMANITY OF OMAHA 1701 N 24TH STREET OMAHA NE 68110 363283625 501(C)(3) 25000 0 OMAHA AWARD HASTINGS COLLEGE FOUNDATION 710 N TURNER AVENUE HASTINGS NE 68901 470376525 501(C)(3) 135000 0 PROGRAM SUPPORT HEART MINISTRY CENTER 2222 BINNEY STREET OMAHA NE 68110 810614816 501(C)(3) 40000 0 OMAHA AWARD HEARTLAND HOPE MISSION 2021 U STREET OMAHA NE 68107 141869352 501(C)(3) 30000 0 OMAHA AWARD HELP ADULT SERVICES 8522 PARK DRIVE OMAHA NE 68127 363412688 501(C)(3) 12500 0 OMAHA AWARD HIGH POINT UNIVERSITY 1 UNIVERSITY PKWY HIGH POINT NC 27268 560529999 501(C)(3) 25000 0 SCHOLARSHIPS INTERCULTURAL SENIOR CENTER 5545 CENTER STREET OMAHA NE 68106 272460810 501(C)(3) 30000 0 OMAHA AWARD IRVINGTON VOLUNTEER FIRE DEPARTMENT INC 9111 FREMONT STREET OMAHA NE 68122 510209524 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT KANEKO 1111 JONES STREET OMAHA NE 68132 364261067 501(C)(3) 10000 0 EVENT - FAMILY FUND KANSAS CITY PUBLIC LIBRARY 14 W 10TH STREET KANSAS CITY MO 64105 431497955 501(C)(3) 25000 0 PROGRAM SUPPORT LAKE CUNNINGHAM DEVELOPMENT TRUST 10340 N 84TH STREET OMAHA NE 68122 825231670 501(C)(3) 110000 0 GENERAL OPERATING SUPPORT LEGAL AID OF NEBRASKA 209 S 19TH STREET SUITE 200 OMAHA NE 68102 470483506 501(C)(3) 20000 0 OMAHA AWARD LPIF FOUNDATION PO BOX 31028 OMAHA NE 68131 273617445 501(C)(3) 25000 0 PROGRAM SUPPORT MERCY HOUSING MIDWEST 7241 EDNA COURT LA VISTA NE 68128 470772351 501(C)(3) 25000 0 OMAHA AWARD METROPOLITAN COMMUNITY COLLEGE FOUNDATION PO BOX 3777 OMAHA NE 68103 470596504 501(C)(3) 3065000 0 CAPITAL CAMPAIGN MICAH HOUSE 1415 AVENUE J COUNCIL BLUFFS IA 51501 421292393 501(C)(3) 35000 0 OMAHA AWARD NEBRASKA DEFENSE RESEARCH CORPORATION 3835 HOLDREGE STREET LINCOLN NE 68583 251903092 501(C)(3) 150000 0 PROGRAM SUPPORT NO MORE EMPTY POTS 8511 NORTH 30TH STREET OMAHA NE 68112 272427728 501(C)(3) 15000 0 OMAHA AWARD OMAHA CHILDREN'S MUSEUM 500 SOUTH 20TH STREET OMAHA NE 68102 470594056 501(C)(3) 70000 0 CAPITAL CAMPAIGN OMAHA COMMUNITY FOUNDATION 1120 S 101ST STREET SUITE 320 OMAHA NE 68124 470645958 501(C)(3) 85000 0 CAPITAL CAMPAIGN OMAHA CRIME STOPPERS PO BOX 126 OMAHA NE 68101 471112688 501(C)(3) 25000 0 PROGRAM SUPPORT OMAHA EQUESTRIAN FOUNDATION 1004 FARNAM STREET SUITE 100 OMAHA NE 68102 273520778 501(C)(3) 200000 0 GENERAL OPERATING SUPPORT OMAHA ZOO FOUNDATION 3701 SOUTH 10TH ST OMAHA NE 68107 363297716 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT ONEWORLD COMMUNITY HEALTH CENTERS INC 4910 SOUTH 30TH STREET SUITE 103 OMAHA NE 68107 470548990 501(C)(3) 50000 0 OMAHA AWARD OPEN DOOR MISSION 2828 N 23RD STREET EAST OMAHA NE 68110 470411375 501(C)(3) 25000 0 OMAHA AWARD PLATTE INSTITUTE FOR ECONOMIC RESEARCH 6910 PACIFIC STREET SUITE 216 OMAHA NE 68106 208809060 501(C)(3) 30000 0 GENERAL OPERATING SUPPORT PROJECT HARMONY 11949 Q STREET OMAHA NE 68137 470789054 501(C)(3) 50000 0 OMAHA AWARD PROJECT HOPE INC 6201 N 60TH ST OMAHA NE 68104 470682835 501(C)(3) 15000 0 OMAHA AWARD PROJECT HOUSEWORKS 2316 S 24TH STREET OMAHA NE 68108 470793980 501(C)(3) 50000 0 OMAHA AWARD PROJECT SELF-SUFFICIENCY OF LOVELAND-FORT COLLINS 375 W 37TH STREET SUITE 150 LOVELAND CO 80538 841206341 501(C)(3) 35000 0 PROGRAM SUPPORT RISE 3555 FARNAM STREET SUITE 209 OMAHA NE 68131 830583165 501(C)(3) 30000 0 PROGRAM SUPPORT RONALD MCDONALD HOUSE CHARITIES 620 S 38TH AVENUE OMAHA NE 68105 470755104 501(C)(3) 30000 0 OMAHA AWARD SAVING GRACE PERISHABLE FOOD RESCUE INC 4611 SO 96TH ST STE 112 OMAHA NE 68127 461852863 501(C)(3) 50000 0 OMAHA AWARD SEAL FAMILY FOUNDATION 300 CARLSBAD VILLAGE DR SUITE 108A-361 CARLSBAD CA 92008 271963880 501(C)(3) 84000 0 GENERAL OPERATING SUPPORT SHARE OMAHA 6825 PINE ST M/S B3 OMAHA NE 68106 831281491 501(C)(3) 375000 0 GENERAL OPERATING SUPPORT STEPHEN CENTER 2723 Q STREET OMAHA NE 68107 363363994 501(C)(3) 20000 0 OMAHA AWARD TEXOMA HEALTH FOUNDATION 5036 REBA DR DENISON TX 75020 751842956 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT THE LIFE HOUSE 9100 F ST SUITE 100 OMAHA NE 68127 474953614 501(C)(3) 10000 0 OMAHA AWARD THE METRO AREA CONTINUUM OF CARE FOR THE HOMELESS 6001 DODGE STREET SUITE 117 OMAHA NE 68182 113788955 501(C)(3) 50000 0 OMAHA AWARD THE SALVATION ARMY 10755 BURT STREET OMAHA NE 68114 362167910 501(C)(3) 35000 0 OMAHA AWARD TOGETHER INC 812 S 24TH STREET OMAHA NE 68108 470589290 501(C)(3) 25000 0 OMAHA AWARD UC SAN DIEGO FOUNDATION 9500 GILMAN DRIVE 0937 LA JOLLA CA 92093 952872494 501(C)(3) 50000 0 PROGRAM SUPPORT UNIVERSITY OF NEBRASKA - OMAHA 6001 DODGE STREET OMAHA NE 68182 470049123 GOVT 110673 0 PROGRAM SUPPORT UNIVERSITY OF NEBRASKA FOUNDATION 1010 LINCOLN MALL SUITE 300 LINCOLN NE 68508 470379839 501(C)(3) 2227700 0 SCHOLARSHIPS VISITING NURSE ASSOCIATION 12565 WEST CENTER ROAD SUITE 100 OMAHA NE 68144 470690286 501(C)(3) 30000 0 OMAHA AWARD WHISPERING ROOTS 4104 S 90TH STREET OMAHA NE 68127 461579222 501(C)(3) 35000 0 OMAHA AWARD YMCA - OMAHA PUBLIC SCHOOLS FOUNDATION 3861 FARNAM ST OMAHA NE 68131 363301526 501(C)(3) 500000 0 PROGRAM SUPPORT 61 0 PART I, LINE 2: BEFORE A GRANT IS GIVEN, EVERY GRANTEE SIGNS A WRITTEN CONTRACT. THE CONTRACT OUTLINES A REPORTING WHEREBY THE FOUNDATION MAY REQUEST A WRITTEN REPORT OR MANDATES A WRITTEN REPORT DURING THE GRANT YEAR DETAILING HOW THE GRANT WAS UTILIZED. IF A REPORT IS NOT RECEIVED, THE FOUNDATION WILL FOLLOW UP WITH THE GRANTEE. IF A GRANTEE IS DELINQUENT, FUTURE GRANTS MAY BE IN JEOPARDY. THIS PROCESS IS MONITORED CLOSELY BY THE BOARD. 0 0 0 0 0 0 0 0 0 CALVIN SISSON PRESIDENT & CEO 352708 0 326911 0 0 0 11600 0 21252 0 712471 0 0 0 KEN MOREANO EXECUTIVE DIRECTOR - NOAK 445759 0 20000 0 0 0 11600 0 21300 0 498659 0 0 0 RICHARD EAKIN VICE PRESIDENT 168239 0 60050 0 0 0 6960 0 7896 0 243145 0 0 0 CHRISTI ANNIN DIRECTOR OF FINANCE 155909 0 40057 0 0 0 8200 0 21300 0 225466 0 0 0 RYAN OSBORN DIRECTOR OF OPERATIONS 153797 0 16999 0 0 0 6636 0 15036 0 192468 0 0 0 CHAD GRACE DIR - INFORMATION TECHNOLOGY 120457 0 23175 0 0 0 4298 0 12372 0 160302 0 0 0 LAURA MILLER PROGRAM OFFICER 115155 0 20000 0 0 0 4790 0 11688 0 151633 0 0 0 ANNE FOLKERS PROGRAM OFFICER 105625 0 20000 0 0 0 4410 0 21252 0 151287 0 0 0 DAVID SCOTT - TETRAD CORP BOD 589248 RENT 0 FORM 990, PART V, LINE 2A: THIS NUMBER INCLUDES EMPLOYEES REPORTED UNDER THE EIN'S OF TWO OF THE FOUNDATION'S 100% OWNED DISREGARDED ENTITIES: NOAK MANAGEMENT LLC (45-2062904) SWF LLC (90-0867884) FORM 990, PART VI, SECTION A, LINE 2 WALTER SCOTT, DAVID SCOTT, AND WILLIAM SINGER - FAMILY RELATIONSHIP WALTER SCOTT AND RICH EAKIN - BUSINESS RELATIONSHIP WALTER SCOTT AND CINDY SMITH - BUSINESS RELATIONSHIP DAVID SCOTT AND RICH EAKIN - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 8B THE FOUNDATION DOES NOT HAVE ANY COMMITTEES THAT CURRENTLY ACT ON BEHALF OF THE GOVERNING BOARD FORM 990, PART VI, SECTION B, LINE 11B EACH DIRECTOR WILL RECEIVE THE FORM 990 FOR REVIEW PRIOR TO BEING FILED WITH THE IRS FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY (OR MORE FREQUENTLY IF NECESSARY), AS REQUIRED UNDER THE CONFLICT OF INTEREST POLICY, THE DIRECTORS DISCLOSE ANY CONFLICTS OF INTEREST WITH FAMILY MEMBERS AND/OR BUSINESS TRANSACTIONS. THE ORGANIZATION MONITORS ALL CONFLICTS, AND IF A TRANSACTION WITH A CONFLICT EXISTS, IT IS DISCUSSED DURING THE ANNUAL BOARD MEETING AND THE CONFLICTED DIRECTOR IS PROHIBITED FROM VOTING ON SUCH DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION DOES NOT MAKE THESE RECORDS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: REVERSAL OF INTERCOMPANY RECEIVABLE -2,082,848. SRM INTERCOMPANY ADJUSTMENT 140,912. NOAK MANAGEMENT 10340 NORTH 84TH ST OMAHA NE 68122 452062904 REAL ESTATE NE 1852108 S&W SCOTT FDN SWF LLC 10340 NORTH 84TH ST OMAHA NE 68122 900867884 MGMT CO NE 2419294 S&W SCOTT FDN CENTENNIAL FARMS 10340 NORTH 84TH ST OMAHA NE 68122 470810101 MGMT CO NE S&W SCOTT FDN WIND RIVER 10340 NORTH 84TH ST OMAHA NE 68122 470810156 MGMT CO NE S&W SCOTT FDN OMAHA COMMUNITY FOUNDATION 3555 FARNAM ST STE 222 OMAHA NE 68131 470645958 COMMUNITY FDN NE 501(C)(3) LINE 8 N/A 0 AMY L SCOTT FAMILY FOUNDATION 10340 NORTH 84TH STREET OMAHA NE 68122 364071890 SUPPORT NE 501(C)(3) LINE 12A, I OCF 0 LORI & DAVID SCOTT FOUNDATION 10340 NORTH 84TH STREET OMAHA NE 68122 364071892 SUPPORT NE 501(C)(3) LINE 12A, I OCF 0 DIXON FAMILY FOUNDATION 10340 NORTH 84TH STREET OMAHA NE 68122 364071611 SUPPORT NE 501(C)(3) LINE 12A, I OCF 0 PARKER FAMILY FOUNDATION 10340 NORTH 84TH STREET OMAHA NE 68122 364071893 SUPPORT NE 501(C)(3) LINE 12A, I OCF 0 SINGER FOUNDATION 10340 NORTH 84TH STREET OMAHA NE 68122 821061824 SUPPORT NE 501(C)(3) LINE 12A, I OCF 0 NOAK INNOVATION LLC 10340 NORTH 84TH STREET OMAHA NE 68122 452063103 INVESTMENT NE S&W SCOTT FDN EXCLUDED 2852 1860260 0 1 0.70000 SCOTT RESIDENTIAL MANAGEMENT LLC 6510 PINE STREET OMAHA NE 68106 264763045 PROPERTY MGMT NE S&W SCOTT FDN C -1370 553423 0.51000 1 SCOTT MANAGED SERVICES LLC 6825 PINE ST STE 123 OMAHA NE 68106 901673756 MGMT CO NE S&W SCOTT FDN C -4579 20421 1.00000 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 SCOTT RESIDENTIAL MANAGEMENT M 4086971 BOOK