LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION (EIN 47-0748772)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202141309349101269
- Schema version
- 2020v4.1
- 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 | 2021-05-10T13:32:56-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-04-21 | 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 | 2021-04-23 | 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 | 2020 | 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 | $111,751,797 | 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 |
| Dividends Rev And Expnss | $416,140 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $416,140 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$250,334 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,144,005 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $165,806 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $416,140 | 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 | $43,520 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $43,520 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,383 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,383 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $44,221 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,131 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $244,906 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $236,746 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $338,030 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $248,877 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,063 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,707,916 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,707,916 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,045,946 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $248,877 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,764,979 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,880,140 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $167,263 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,782,848 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,819,160 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,819,160 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $48,396,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $47,189,389 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $96,592,832 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $13,421,082 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,645,134 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,339,805 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $63,600,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,653,683 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $111,751,797 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $67,659,499 | CapitalStockBOYAmt |
| Capital Stock EOY | $61,779,359 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$4,059,059 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,125,676 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $63,600,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $58,653,683 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $63,600,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $58,653,683 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $63,600,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,880,140 | ExcessRevenueOverExpensesAmt |
| Other Increases | $933,383 | OtherIncreasesAmt |
| Subtotal | $58,653,683 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $58,653,683 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DELTA AIRLINES INC COM | P | 2019-10-10 | 2020-08-28 | $46,906 | $77,089 | -$30,183 | -$30,183 |
| ILLIMINA INC COM | P | 2020-08-28 | 2020-10-05 | $94,910 | $105,435 | -$10,525 | -$10,525 |
| STERLING CAPITAL BEHAVIORAL LARGE CAP | P | 2020-03-13 | $18,027 | $22,282 | -$4,255 | -$4,255 | |
| STERLING CAPITAL BEHAVIORAL SMALL CAP | P | 2020-03-13 | $3,027 | $4,302 | -$1,275 | -$1,275 | |
| 3M CO COM | P | 2020-03-23 | $183,713 | $154,121 | $29,592 | $29,592 | |
| AMERIPRISE FINANCIAL INC COM | P | 2016-04-07 | 2020-03-23 | $87,036 | $91,550 | -$4,514 | -$4,514 |
| BOEING CO COM | P | 2020-08-28 | $52,782 | $88,887 | -$36,105 | -$36,105 | |
| CARRIER GLOBAL CORP COM | P | 2020-08-28 | $22,774 | $17,102 | $5,672 | $5,672 | |
| DELTA AIRLINES INC COM | P | 2019-07-31 | 2020-08-28 | $31,271 | $61,943 | -$30,672 | -$30,672 |
| MARTIN MARIETTA MATERIALS COM | P | 2020-03-23 | $89,577 | $118,654 | -$29,077 | -$29,077 | |
| OTIS WORLDWIDE CORP COM | P | 2020-06-04 | $28,149 | $25,641 | $2,508 | $2,508 | |
| RAYTHEON TECHNOLOGIES CORP COM | P | 2020-06-04 | $66,638 | $57,053 | $9,585 | $9,585 | |
| SEQUOIA FUND INC COM | P | 2013-07-06 | 2020-06-09 | $797,962 | $987,447 | -$189,485 | -$189,485 |
| SEQUOIA FUND INC COM | P | 2013-07-06 | 2020-06-09 | $202,038 | $202,038 | $0 | $0 |
| SEQUOIA FUND INC COM | P | 2020-09-02 | $1,000,000 | $1,103,403 | -$103,403 | -$103,403 | |
| SEQUOIA FUND INC COM | P | 2013-07-06 | 2020-09-16 | $1,000,000 | $1,153,824 | -$153,824 | -$153,824 |
| STERLING CAPITAL BEHAVIORAL LARGE CAP | P | 2020-03-13 | $326,298 | $356,504 | -$30,206 | -$30,206 | |
| STERLING CAPITAL BEHAVIORAL SMALL CAP | P | 2020-03-13 | $181,878 | $245,932 | -$64,054 | -$64,054 | |
| VANGUARD FTSE ALL-WORLD ETF | P | 2016-07-07 | 2020-03-23 | $364,389 | $419,590 | -$55,201 | -$55,201 |
| 3M CO COM | P | 2020-03-23 | $73,682 | $43,604 | $30,078 | $30,078 | |
| CAPITAL ONE FINANCIAL CORP COM | P | 2000-07-13 | 2020-03-23 | $44,399 | $52,258 | -$7,859 | -$7,859 |
| EATON CORP | P | $5,680 | -$5,680 | -$5,680 | |||
| CAPITAL GAINS DIVIDENDS | P | $428,549 | $428,549 | $428,549 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$250,334 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,325 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,325 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,600 | 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 | $26,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,275 | OverpaymentAmt |
| Applied To ES Tax | $24,275 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.OLSONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BRIDGES TRUST | IndividualWithBooksNm |
| Phone | 4023938300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 542021 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID OLSON | ||||||||
| 1125 SOUTH 103RD STREET SUITE 580 | OMAHA | NE | 68124 | CHAIRMAN OF THE BOARD/PRES | 3.00 | $0 | $0 | $0 |
| KAREN OLSON | ||||||||
| 1125 SOUTH 103RD STREET SUITE 580 | OMAHA | NE | 68124 | DIRECTOR | 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 | $97,600,490 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,167,297 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $99,767,787 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $99,767,787 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,496,517 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $98,271,270 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,913,564 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,913,564 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,325 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,325 | TotalTaxAmt |
| Distributable Before Adj | $4,911,239 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,911,239 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,911,239 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,764,979 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,764,979 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,764,979 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,911,239 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,826 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $713,832 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $790,990 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $852,032 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,387,680 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,764,979 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,911,239 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $853,740 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,241,420 | 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 | $30,826 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,210,594 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $713,832 | ExcessFromYear3Amt |
| Excess From Year2 | $790,990 | ExcessFromYear2Amt |
| Excess From Year1 | $852,032 | ExcessFromYear1Amt |
| Excess From Current Year | $853,740 | 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 (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 BLACK MEN | |||||||
| 2221 N 24TH STREET | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | MENTORING PROGRAMS | $15,000 |
| AMARA | |||||||
| 5907 MARTIN LUTHER KING JR WAY S | SEATTLE | WA | 98118 | N/A | PUBLIC CHARITY | KEEPING KIDS CONNECTED PROGRAM | $20,000 |
| 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 | $35,000 |
| BANISTER'S LEADERSHIP ACADEMY | |||||||
| 6677 SORENSEN PKWY | OMAHA | NE | 68152 | N/A | PUBLIC CHARITY | NIGHT LIFE PROGRAM | $35,000 |
| BIKE WORKS | |||||||
| 3715 S HUDSON ST 111 | SEATTLE | WA | 98118 | N/A | PUBLIC CHARITY | TWO WHEELS ENDLESS POSSIBILITIES YOUTH PROGRAM | $100,000 |
| BOYS AND GIRLS CLUBS OF THE MIDLANDS | |||||||
| 2610 HAMILTON STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | COVID-19 SUPPORT | $70,000 |
| CAROLE'S HOUSE OF HOPE | |||||||
| 7815 HARNEY STREET | OMAHA | NE | 68114 | N/A | PUBLIC CHARITY | RELIEF FOR LOST INCOME FOR HOMELESS YOUNG MOTHERS | $35,000 |
| CHICANO AWARENESS CENTER | |||||||
| 4821 S 24TH STREET | OMAHA | NE | 68107 | N/A | PUBLIC CHARITY | WORKFORCE, EDUCATION AND INNOVATION PROGRAM | $50,000 |
| CHILD SAVING INSTITUTE | |||||||
| 4545 DODGE STREET | OMAHA | NE | 68132 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $150,000 |
| COCOON HOUSE | |||||||
| 3530 COLBY AVENUE | EVERETT | WA | 98201 | N/A | PUBLIC CHARITY | HOMELESS YOUTH HOUSING PROGRAM | $75,000 |
| CODE GREEN CAMPAIGN | |||||||
| PO BOX 732 | LIBERTY HILL | TX | 78642 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 |
| COMMUNITY ALLIANCE | |||||||
| 4001 LEAVENWORTH STREET | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | DAY REHABILITATION PROGRAM | $20,000 |
| COMPLETELY KIDS | |||||||
| 2566 ST MARYS AVE | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | OPERATION OF CK26 | $150,000 |
| EASTER SEAL SOCIETY OF NEBRASKA | |||||||
| 12565 WEST CENTER ROAD STE 100 | OMAHA | NE | 68144 | N/A | PUBLIC CHARITY | NEBRASKA BRIDGE PROGRAM | $42,327 |
| ELIZABETH GREGORY HOME | |||||||
| 1604 NE 50TH ST | SEATTLE | WA | 98105 | N/A | PUBLIC CHARITY | COVID-19 SUPPORT | $35,000 |
| FOOD BANK FOR THE HEARTLAND | |||||||
| 10525 J STREET | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | CELEBRITY CHEF EVENT | $25,000 |
| FOOD BANK FOR THE HEARTLAND | |||||||
| 10525 J STREET | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | FIGHT AGAINST HUNGER AND COVID-19 PROGRAM | $125,000 |
| FOOD BANK FOR THE HEARTLAND | |||||||
| 10525 J STREET | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $150,000 |
| FREEDOM EDUCATION PROJECT | |||||||
| 918 S HORTON ST 912 | SEATTLE | WA | 98134 | N/A | PUBLIC CHARITY | GRADUATION SUCCESS AND PROGRAM EVALUATION | $35,000 |
| FRIENDS OF THE CHILDREN SEATTLE | |||||||
| PO BOX 18886 | SEATTLE | WA | 98118 | N/A | PUBLIC CHARITY | COVID-19 SUPPORT | $75,000 |
| FRIENDS OF YOUTH | |||||||
| 13116 NE 132ND ST | KIRKLAND | WA | 98034 | N/A | PUBLIC CHARITY | YOUTH HAVEN PROGRAM | $35,000 |
| 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 | GIRLSTART LITERACY PROGRAM | $15,000 |
| GREEN PLATE SPECIAL | |||||||
| 2115 25TH AVENUE S | SEATTLE | WA | 98144 | N/A | PUBLIC CHARITY | EMERGENCY FOOD FOR VULNERABLE FAMILIES | $35,000 |
| HAND IN HAND | |||||||
| 9502 19TH AVENUE SE STE F | EVERETT | WA | 98208 | N/A | PUBLIC CHARITY | OUTREACH PROGRAM | $20,000 |
| HEARTLAND HOPE MISSION | |||||||
| 2021 U ST | OMAHA | NE | 68107 | N/A | PUBLIC CHARITY | HUNGER & HOMELESSNESS PREVENTION PROGRAM | $35,000 |
| HOPE CENTER FOR KIDS | |||||||
| 2200 N 20TH STREET | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | HOPE EMPLOYMENT AND LEARNING ACADEMICS | $75,000 |
| KIDS CAN COMMUNITY CENTER | |||||||
| 4860 Q STREET | OMAHA | NE | 68117 | N/A | PUBLIC CHARITY | COVID-19 SUPPORT | $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 | $20,000 |
| MICAH HOUSE | |||||||
| 1415 AVENUE J | COUNCIL BLUFFS | IA | 51501 | N/A | PUBLIC CHARITY | EMERGENCY SHELTER SUPPORT SERVICES FOR METRO AREA FAMILIES | $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 | BLACK TIE AND TAILS EVENT | $20,000 |
| NEBRASKA HUMANE SOCIETY | |||||||
| 8929 FORT STREET | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | KEEPING FAMILIES TOGETHER PROGRAM | $150,000 |
| NEW VISIONS HOMELESS SERVICES | |||||||
| 1435 N 15TH STREET | COUNCIL BLUFFS | IA | 51501 | N/A | PUBLIC CHARITY | COVID-19 SUPPORT | $15,000 |
| NORTHSTAR FOUNDATION | |||||||
| 4242 N 49TH STREET | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | ACADEMIC ACHIEVEMENT INITIATIVE PROGRAM | $100,000 |
| OPEN DOOR MISSION | |||||||
| 2828 N 23RD STREET EAST | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | CORONAVIRUS SUPPORT | $150,000 |
| OTOE COUNTY SCHOOL DISTRICT | |||||||
| 425 F ST | PALMYRA | NE | 68418 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $1,024,402 |
| QUALITY LIVING INC | |||||||
| 6404 N 70TH PLAZA | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | PRE-EMPLOYMENT TRAINING AND MENTORING PROGRAM FOR CERTIFIED NURSING ASSISTANTS | $75,000 |
| SALVATION ARMY | |||||||
| 3612 CUMING STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $250,000 |
| SANTA MONICA HOUSE | |||||||
| 130 N 39TH STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | TRANSITIONAL LIVING FACILITY | $12,500 |
| 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 | INTERAGENCY ACADEMY JOB READINESS TRAINING PROGRAM | $20,000 |
| SIENNA FRANCIS HOUSE | |||||||
| 1702 NICHOLAS STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | COVID-19 SUPPORT | $150,000 |
| STANWOOD CAMANO FOOD BANK | |||||||
| 271 ST NW STANWOOD | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | HOPE MEALS FOR KIDS BACKPACK PROGRAM | $50,000 |
| STANWOOD CAMANO FOOD BANK | |||||||
| 271 ST NW STANWOOD | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $15,000 |
| STEPHEN CENTER INC | |||||||
| 2723 Q STREET | OMAHA | NE | 68107 | N/A | PUBLIC CHARITY | EMERGENCY SHELTER PROGRAM | $35,000 |
| 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 |
| THE ROSE THEATRE | |||||||
| 2001 FARNAM STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | ROCKIN' ROSIE 2021 | $10,000 |
| TOGETHER INC OF METROPOLITAN OMAHA | |||||||
| 812 S 24TH STREET | OMAHA | NE | 68108 | N/A | PUBLIC CHARITY | COVID-19 SUPPORT | $35,000 |
| UNIVERSITY BEYOND BARS | |||||||
| 929 N 130TH STREET STE 15 | SEATTLE | WA | 98133 | N/A | PUBLIC CHARITY | EDUCATION JUSTICE FOR PRISONERS | $35,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $1,313,687 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | WOMEN'S ATHLETICS | $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 |
| YOUTH EMERGENCY SERVICES | |||||||
| 2679 FARNAM STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | STREET OUTREACH CENTER PROGRAM | $65,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,707,916 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $416,140 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$250,334 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $165,806 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $165,806 | 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 | $5,383 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,383 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORP STOCK | StockNm |
| EOY Book Value | $47,189,389 | EOYBookValueAmt |
| EOYFMV | $96,592,832 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - EQUITY FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $9,645,134 | BookValueAmt |
| EOYFMV | $13,339,805 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $43,520 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $43,520 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $236,746 | $236,746 | $0 |
| WEBSITE DESIGN AND DEVELOPMENT | $8,160 | $0 | $8,160 |
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 | $933,383 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $12,131 | $12,131 | $0 |
| EXCISE TAX | $32,090 | $0 | $0 |
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