LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION (EIN 47-0748772)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-27
IRS object ID
202001489349100700
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-27T07:28:33-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470710889PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HANCOCK & DANA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112829 WEST DODGE ROAD 100AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68154ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN470748772EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LELAND J & DOROTHY H OLSON CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION C/O BRIDGES TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLELABusinessNameControlTxt
Phone4023938300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 542021AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68154ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID OLSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4023911065PhoneNum
Signature2020-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANET OSBORNPreparerPersonNm
PTINP00283478PTIN
Phone4023911065PhoneNum
Preparation2020-05-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.39.121.17IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-07IPDt
IP Tm10:26:48IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBE7E1F4A19253C02290C831713869C6362F1FCE4AtSubmissionCreationDeviceId
At Submission Filing Device IdAF496B4F9D2E85F154AB68EF3565B8BF644F03F8AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$108,639,191FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,750InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,750InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$667,074DividendsRevAndExpnssAmt
Dividends Net Invst Incm$667,074DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,000,868NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,244,909GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,000,868CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,671,692TotalRevAndExpnssAmt
Total Net Invst Incm$2,671,692TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$72,437LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$72,437LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,082AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,082AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$23,381TaxesRevAndExpnssAmt
Taxes Net Invst Incm$14,995TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$246,460OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$246,460OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$348,360TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,995TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$324,979TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,561,230ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,561,230ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,909,590TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,995TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,886,209TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,237,898ExcessRevenueOverExpensesAmt
Net Investment Income$2,656,697NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$672,064SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,782,848SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,782,848SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$50,779,831CorporateStockBOYAmt
Corporate Stock EOY$48,396,510CorporateStockEOYAmt
Corporate Stock EOYFMV$92,007,034CorporateStockEOYFMVAmt
Corporate Bonds BOY$107,260CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Other Investments BOY$13,564,271OtherInvestmentsBOYAmt
Other Investments EOY$13,421,082OtherInvestmentsEOYAmt
Other Investments EOYFMV$14,849,309OtherInvestmentsEOYFMVAmt
Total Assets BOY$65,123,426TotalAssetsBOYAmt
Total Assets EOY$63,600,440TotalAssetsEOYAmt
Total Assets EOYFMV$108,639,191TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$70,897,397CapitalStockBOYAmt
Capital Stock EOY$67,659,499CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$5,773,971RetainedEarningBOYAmt
Retained Earning EOY-$4,059,059RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$65,123,426TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$63,600,440TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$65,123,426TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$63,600,440TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$65,123,426TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,237,898ExcessRevenueOverExpensesAmt
Other Increases$1,714,912OtherIncreasesAmt
Subtotal$63,600,440SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$63,600,440TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CELEGENE CORP COMP2018-11-012019-07-31$18,497$15,093$3,404$3,404
XPO LOGISTICSP2018-11-012019-07-31$34,139$42,288-$8,149-$8,149
ALTRIA GROUP INC COMP2019-10-10$68,940$57,070$11,870$11,870
AMERIPRISE FINANCIAL INC COMP2016-03-042019-12-11$164,599$89,410$75,189$75,189
BIOGEN INC COMP2019-07-31$167,548$177,851-$10,303-$10,303
CELEGENE CORP COMP2019-07-31$64,740$25,760$38,980$38,980
CONTINENTAL RESOURCESP2019-10-10$196,893$282,350-$85,457-$85,457
FEDEX CORP COMP2019-11-26$80,957$74,841$6,116$6,116
GARRETT MOTION INCP2019-07-31$859$649$210$210
RESIDEO TECHNOLOGIES INC COMP2019-07-31$1,912$1,835$77$77
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETFP2016-07-072019-10-10$493,299$419,590$73,709$73,709
ALTRIA GROUP INC COMP2019-10-10$344,701$82,404$262,297$262,297
APPLE INC COMP2010-03-262019-12-11$54,060$6,582$47,478$47,478
BERKSHIRE HATHAWAY INC CLASS A COMP2010-06-302019-10-10$934,072$526,836$407,236$407,236
BOOKING HOLDINGS INC COMP2009-09-242019-12-11$47,737$3,996$43,741$43,741
CAPITAL ONE FINANCIAL CROP COMP2000-07-132019-12-11$51,169$26,129$25,040$25,040
CELEGENE CORP COMP2010-03-262019-03-29$65,851$21,689$44,162$44,162
CELEGENE CORP COMP2019-07-31$101,735$30,970$70,765$70,765
FEDEX CORP COMP2019-11-26$80,957$45,685$35,272$35,272
GOLDMAN SACHS GROUP INC SENIOR NOTESP2009-07-012019-02-15$100,000$107,260-$7,260-$7,260
JOHNSON & JOHNSON COMP2019-12-11$141,416$31,041$110,375$110,375
MASTERCARD INC CL AP2007-09-212019-12-11$57,763$2,951$54,812$54,812
PEPSICO INC COMP2002-07-162019-12-11$54,846$16,488$38,358$38,358
PHILIP MORRIS INTERNATIONAL INC COMP2003-04-022019-12-11$50,695$9,284$41,411$41,411
SEQUOIA FUND INCP2013-07-062019-12-09$507,708$643,618-$135,910-$135,910
SEQUOIA FUND INCP2013-07-062019-12-09$492,292$492,292$0$0
EATON CORPP$10,079-$10,079-$10,079
CAPITAL GAINS DIVIDENDSP$867,524$867,524$867,524
FieldValueIRS element (for citing)
Capital Gain Net Income$2,000,868CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,972,705AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$104,483,330NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.057164DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,383,736AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$94,760,648NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.056814DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,584,064AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$74,130,909NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048348DistributionYr3Rt
Adjusted Qlfy Distri Yr4$725,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$14,044,413NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051622DistributionYr4Rt
Adjusted Qlfy Distri Yr5$382,844AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,581,498NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.068592DistributionYr5Rt
Total Distribution0.282540TotalDistributionRt
Average Distribution0.056508AverageDistributionRt
Net Vl Noncharitable Assets$101,214,887NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,719,451AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$26,567NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,746,018AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,886,209QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$26,567InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$26,567SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$26,567TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$21,240EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$21,240TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$5,327TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.OLSONFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksBRIDGES TRUSTIndividualWithBooksNm
Phone4023938300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 542021AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68154ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID OLSON
1125 SOUTH 103RD STREET SUITE 580OMAHANE68124CHAIRMAN OF THE BOARD/PRES3.00$0$0$0
KAREN OLSON
1125 SOUTH 103RD STREET SUITE 580OMAHANE68124DIRECTOR1.00$0$0$0
NANCY OLSON
1125 SOUTH 103RD STREET SUITE 580OMAHANE68124TREASURER3.00$0$0$0
CHRISTIAN OLSON
1125 SOUTH 103RD STREET SUITE 580OMAHANE68124VICE PRESIDENT2.00$0$0$0
KENDRA SWANSON
1125 SOUTH 103RD STREET SUITE 580OMAHANE68124SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$102,127,252AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$628,978AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$102,756,230TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$102,756,230AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,541,343CashDeemedCharitableAmt
Net Vl Noncharitable Assets$101,214,887NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,060,744MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,060,744MinimumInvestmentReturnAmt
Tax Based On Investment Income$26,567TaxBasedOnInvestmentIncomeAmt
Total Tax$26,567TotalTaxAmt
Distributable Before Adj$5,034,177DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,034,177DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,034,177DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,886,209ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,886,209QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$26,567PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,859,642AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,034,177DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$108,081ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$30,826ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$713,832ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$790,990ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,643,729TotalExcessDistributionCyovAmt
Qualifying Distributions$5,886,209QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,034,177AppliedToCurrentYearAmt
Remaining Distri From Corpus$852,032RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,495,761TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$108,081ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,387,680ExcessDistriCyovToNextYrAmt
Excess From Year4$30,826ExcessFromYear4Amt
Excess From Year2$713,832ExcessFromYear2Amt
Excess From Year1$790,990ExcessFromYear1Amt
Excess From Current Year$852,032ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
THE LELAND DOROTHY OLSON FOUNDATION
1125 SOUTH 103RD STREET SUITE 580OMAHANE681244023938300LARGE 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 580OMAHANE681244023938300SMALL 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 (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
100 BLACK MEN
2221 N 24TH STREETOMAHANE68110N/APUBLIC CHARITY100 SATURDAY ACADEMY$15,000
ASSITANCE LEAGUE OF OMAHA
3569 LEAVENWORTH STREETOMAHANE68105N/APUBLIC CHARITYOPERATION SCHOOL BELL$35,000
BANISTER'S LEADERSHIP ACADEMY
6677 SORENSEN PKWYOMAHANE68152N/APUBLIC CHARITYNIGHT LIFE PROGRAM$35,000
BIKE WORKS
3715 S HUDSON ST 111SEATTLEWA98118N/APUBLIC CHARITYTWO WHEELS ENDLESS POSSIBILITIES YOUTH PROGRAM$100,000
BURNED CHILDREN RECOVERY FOUNDATION
409 WOOD PLEVERETTWA98203N/APUBLIC CHARITYCAMP PHOENIX$35,000
CAMP FIRE CENTRAL PUGET SOUND
2414 SW ANDOVER ST D-105SEATTLEWA98106N/APUBLIC CHARITYTHE OUTDOOR EDUCATION AND STEWARDSHIP PROGRAM$25,000
CHILD SAVING INSTITUTE
4545 DODGE STREETOMAHANE68132N/APUBLIC CHARITYKIDSQUAD PROGRAM$150,000
CHRISTIAN OUTREACH PROGRAM ELKHORN
1620 N 203RD STREETELKHORNNE68022N/APUBLIC CHARITYFLOOD RELIEF FUND$10,000
COMPLETELY KIDS
2566 ST MARYS AVEOMAHANE68105N/APUBLIC CHARITYOPERATION OF CK26$150,000
ELIZABETH GREGORY HOME
1604 NE 50TH STSEATTLEWA98105N/APUBLIC CHARITYWRAP-AROUND SERVICES FOR HOMELESS WOMEN$35,000
FOOD BANK FOR THE HEARTLAND
10525 J STREETOMAHANE68127N/APUBLIC CHARITYGENERAL FUNDS$10,000
FREEDOM EDUCATION PROJECT
918 S HORTON ST 912SEATTLEWA98134N/APUBLIC CHARITYGRADUATION SUCCESS AND PROGRAM EVALUATION$40,000
FRIENDS OF YOUTH
13116 NE 132ND STKIRKLANDWA98034N/APUBLIC CHARITYYOUTH HAVEN PROJECT$35,000
GIRLS INCORPORATED OF OMAHA
2811 N 45TH STREETOMAHANE68104N/APUBLIC CHARITYGIRLSTART LITERACY PROGRAM$11,500
HEARTLAND HOPE MISSION
2021 U STOMAHANE68107N/APUBLIC CHARITYHUNGER & HOMELESSNESS PREVENTION PROGRAM$35,000
HOPE CENTER FOR KIDS
2200 N 20TH STREETOMAHANE68110N/APUBLIC CHARITYKIDS PROGRAMMING IN NORTH OMAHA$75,000
MICAH HOUSE
1415 AVENUE JCOUNCIL BLUFFSIA51501N/APUBLIC CHARITYEMERGENCY SHELTER SUPPORT SERVICES FOR METRO AREA FAMILIES$35,000
NEBRASKA CHILDREN'S HOME SOCIETY
4939 S 118TH STREETOMAHANE68137N/APUBLIC CHARITYGENERAL FUNDS$35,000
NEBRASKA HUMANE SOCIETY
8929 FORT STREETOMAHANE68134N/APUBLIC CHARITYPET FOOD PANTRY AND BEHAVIOR HELPLINE$35,000
NEW VISIONS HOMELESS SERVICES
1435 N 15TH STREETCOUNCIL BLUFFSIA51501N/APUBLIC CHARITYSUPPORT SERVICES FOR HOMELESS VETERANS$15,000
NORTHSTAR FOUNDATION
4242 N 49TH STREETOMAHANE68104N/APUBLIC CHARITYACADEMIC ACHIEVEMENT INITIATIVE PROGRAM$100,000
OPEN DOOR MISSION
2828 N 23RD STREET EASTOMAHANE68110N/APUBLIC CHARITYFREE HEALTH AND HEALING CENTER$20,000
OTOE COUNTY SCHOOL AND VILLAGE OF PALMYRA
425 F STPALMYRANE68418N/APUBLIC CHARITYGENERAL FUNDS$631,802
OTOE COUNTY SCHOOL DISTRICT
425 F STPALMYRANE68418N/APUBLIC CHARITYGENERAL FUNDS$3,143,208
OUTDOORS FOR ALL FOUNDATION
6344 NE 74TH STREET 102SEATTLEWA98115N/APUBLIC CHARITYDAY CAMP COORDINATOR$23,500
QUALITY LIVING INC
6404 N 70TH PLAZAOMAHANE68104N/APUBLIC CHARITYPRE-EMPLOYMENT TRAINING AND MENTORING PROGRAM FOR CERTIFIED NURSING ASSISTANTS$75,000
SAFE HARBOR FREE CLINIC
7209 265TH SUITE 203STANWOODWA98292N/APUBLIC CHARITYCHRONIC CARE CLINIC$10,000
SALVATION ARMY
3612 CUMING STREETOMAHANE68131N/APUBLIC CHARITYFLOOD RELIEF EFFORTS$90,000
SALVATION ARMY
3612 CUMING STREETOMAHANE68131N/APUBLIC CHARITYBEST PRACTICES PROGRAM$150,000
SANTA MONICA HOUSE
130 N 39TH STREETOMAHANE68131N/APUBLIC CHARITYTRANSITIONAL LIVING FACILITY$10,000
SAVING GRACE PERISHABLE FOOD RESCUE
4611 S 96TH STREETOMAHANE68127N/APUBLIC CHARITYFOOD RESCUE AND DELIVERY SERVICES$100,000
SIENNA FRANCIS HOUSE
1702 NICHOLAS STREETOMAHANE68102N/APUBLIC CHARITYGENERAL FUNDS$35,000
STANWOOD CAMANO FOOD BANK
271 ST NW STANWOODSTANWOODWA98292N/APUBLIC CHARITYHOPE MEALS FOR KIDS BACKPACK PROGRAM$25,000
TEAMMATES MENTORING PROGRAM
6801 O STREETLINCOLNNE68510N/APUBLIC CHARITYGENERAL FUNDS$10,000
THE ROSE THEATRE
2001 FARNAM STREETOMAHANE68102N/APUBLIC CHARITYROCKIN' ROSIE 2020$10,000
UNIVERSITY OF NEBRASKA FOUNDATION
1010 LINCOLN MALL STE 300LINCOLNNE68508N/APUBLIC CHARITYGENERAL FUNDS$40,220
UNIVERSITY OF NEBRASKA FOUNDATION
1010 LINCOLN MALL STE 300LINCOLNNE68508N/APUBLIC CHARITYWOMEN'S ATHLETICS$50,000
WESTSIDE FOUNDATION
1101 S 90 STREETOMAHANE68124N/APUBLIC CHARITYWESTSIDE WARRIOR BAND$1,000
WHISPERING ROOTS
4104 S 90TH STREETOMAHANE68127N/APUBLIC CHARITYSTEM AQUAPONICS/HORTICULTURE PROGRAM$10,000
WOMEN'S CENTER FOR ADVANCEMENT
222 S 29TH STREETOMAHANE68131N/APUBLIC CHARITYGENERAL FUNDS$75,000
YOUTH EMERGENCY SERVICES
2679 FARNAM STREETOMAHANE68131N/APUBLIC CHARITYGENERAL FUNDS$35,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,561,230TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,750ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$667,074ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,000,868ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,671,692ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,671,692TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,082Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,082DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS - CORP STOCKStockNm
EOY Book Value$48,396,510EOYBookValueAmt
EOYFMV$92,007,034EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS - EQUITY FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$13,421,082BookValueAmt
EOYFMV$14,849,309EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$72,437LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$72,437DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$245,096$0$245,096
MEETING EXPENSES$1,364$0$1,364

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDIFFERENCE BETWEEN COST AND MARKET VALUE OF DISTRIBUTED ASSETSDesc
Amt$1,714,912Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$14,995$14,995$0
EXCISE TAX$8,386$0$0

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