SUZANNE AND WALTER SCOTT FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SUZANNE AND WALTER SCOTT FOUNDATION (EIN 36-3727897)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-26
- IRS object ID
- 202042399349301354
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-26T15:23:10-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 North 96th Street Suite 300 | AddressLine1Txt |
| City | Omaha | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363727897 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Suzanne & Walter Scott Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRISTI ANNIN | InCareOfNm |
| Business Name Control | SUZA | BusinessNameControlTxt |
| Phone | 4025021122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10340 North 84th Street | AddressLine1Txt |
| City | Omaha | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681222216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTI ANNIN | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 4025021122 | PhoneNum |
| Signature | 2020-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD NEAL JR | PreparerPersonNm |
| PTIN | P00798244 | PTIN |
| Phone | 4023481450 | PhoneNum |
| Preparation | 2020-08-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.206.0.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 47006120202395000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-08-26 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 65CF9D49F64C2267637B54237ED8CC7527705457 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6A70816EC186E69FF81F3C628F69E785AE12BAEC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Walter Scott | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10340 North 84th Street | AddressLine1Txt |
| City | Omaha | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681222216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $93,194,688 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.swscottfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE FOUNDATION IS TO DISTRIBUTE FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION AND SOCIAL SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 29 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$16,677 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $26,655,467 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,010,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $371,944 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $540,141 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24,055,356 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,432,209 | CYInvestmentIncomeAmt |
| PY Other Revenue | $53,561,931 | PYOtherRevenueAmt |
| CY Other Revenue | $20,615,679 | CYOtherRevenueAmt |
| PY Total Revenue | $104,644,698 | PYTotalRevenueAmt |
| CY Total Revenue | $46,598,029 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $26,342,824 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $23,966,695 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,129,601 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,336,105 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,659,072 | PYOtherExpensesAmt |
| CY Other Expenses | $11,697,753 | CYOtherExpensesAmt |
| PY Total Expenses | $41,131,497 | PYTotalExpensesAmt |
| CY Total Expenses | $40,000,553 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $63,513,201 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,597,476 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $363,538,107 | TotalAssetsBOYAmt |
| Total Assets EOY | $365,162,529 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $51,388,775 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,555,670 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $312,149,332 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $322,606,859 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE FOUNDATION IS TO DISTRIBUTE FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION AND SOCIAL SERVICES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $36,341,395 | ExpenseAmt |
| Grant | $23,966,695 | GrantAmt |
| Revenue | $540,141 | RevenueAmt |
| Desc | 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 COMMUNITY 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. | Desc |
| Total Program Service Expenses | $36,341,395 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 29 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTI ANNIN | PersonNm |
| Phone | 4025021122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10340 NORTH 84TH STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681222216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| CALVIN SISSON | |||||||||
| PRESIDENT & CEO | 40.0 | 0.0 | Yes (X) | $566,200 | $0 | $27,436 | |||
| KEN MOREANO | |||||||||
| EXECUTIVE DIRECTOR-NOAK MGMT | 40.0 | 0.0 | $480,246 | $0 | $27,436 | Yes (X) | |||
| RICHARD EAKIN | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | Yes (X) | $213,112 | $0 | $12,920 | |||
| CHAD GRACE | |||||||||
| DIR - INFORMATION TECHNOLOGY | 40.0 | 0.0 | $189,509 | $0 | $23,899 | Yes (X) | |||
| CHRISTI ANNIN | |||||||||
| DIRECTOR OF FINANCE | 40.0 | 0.0 | Yes (X) | $181,292 | $0 | $23,829 | |||
| RYAN OSBORN | |||||||||
| DIRECTOR OF OPERATIONS | 40.0 | 0.0 | $171,827 | $0 | $19,425 | Yes (X) | |||
| ANNE FOLKERS | |||||||||
| PROGRAM OFFICER | 40.0 | 0.0 | $103,980 | $0 | $20,123 | Yes (X) | |||
| Laura Miller | |||||||||
| Program Officer | 40.0 | 0.0 | $101,041 | $0 | $20,475 | Yes (X) | |||
| Walter Scott Jr | |||||||||
| DIRECTOR (Chairman) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DAVID SCOTT | |||||||||
| DIRECTOR (TREASURER) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MICKEY ANDERSON | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| RANDY SCHMAILZL | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MIKE FAUST | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| KEN BIRD | |||||||||
| DIRECTOR (THRU 11/05/2019) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DR WILLIAM SINGER | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| CINDY SMITH | |||||||||
| DIRECTOR (AS OF 11/05/2019) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JOHN BOYER | |||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,007,207 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $175,543 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Holland Basham Architects Inc | |||||
| 119 S 49th Ave | OMAHA | NE | 68132 | Architect | $669,775 |
| G4S Secure Solutions USA Inc | |||||
| PO BOX 277469 | ATLANTA | GA | 30384 | Security Solutions | $304,558 |
| Lanoha Landscape Nursery Inc | |||||
| 19111 W Center Rd | OMAHA | NE | 68130 | Landscaping Services | $260,233 |
| Whiteway Building Service Inc | |||||
| 3003 S 87th St | OMAHA | NE | 68124 | Cleaning Services | $163,351 |
| J Falter Associates LLC | |||||
| 9227 Pioneer Court | LINCOLN | NE | 68520 | Training Consultant | $144,952 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,010,000 | AllOtherContributionsAmt |
| Total Contributions | $3,010,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEE | Desc |
| Business | 531390 | BusinessCd |
| Total Revenue Column | $540,141 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $540,141 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $540,141 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,318,372 | TotalRevenueColumnAmt |
| Exclusion | $5,318,372 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,664,465 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,664,465 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,664,465 | TotalRevenueColumnAmt |
| Exclusion | $18,664,465 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $63,710,496 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,596,659 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,113,837 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,113,837 | TotalRevenueColumnAmt |
| Exclusion | $17,113,837 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER REVENUE | 900099 | $403,268 | $403,268 |
| GRANTS - REFUNDED | 900099 | $1,547,946 | $1,547,946 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,951,214 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,598,029 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $540,141 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $43,047,888 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,966,695 | TotalAmt |
| Program Services | $23,966,695 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,528,026 | TotalAmt |
| Program Services | $1,015,632 | ProgramServicesAmt |
| Management And General | $512,394 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,228,921 | TotalAmt |
| Program Services | $1,424,084 | ProgramServicesAmt |
| Management And General | $804,837 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,136 | TotalAmt |
| Program Services | $58,178 | ProgramServicesAmt |
| Management And General | $23,958 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,788 | TotalAmt |
| Program Services | $260,296 | ProgramServicesAmt |
| Management And General | $133,492 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,234 | TotalAmt |
| Program Services | $58,656 | ProgramServicesAmt |
| Management And General | $44,578 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,554 | TotalAmt |
| Program Services | $29,277 | ProgramServicesAmt |
| Management And General | $29,277 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,330 | TotalAmt |
| Program Services | $32,165 | ProgramServicesAmt |
| Management And General | $32,165 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $557,741 | TotalAmt |
| Management And General | $557,741 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,580,276 | TotalAmt |
| Program Services | $3,417,714 | ProgramServicesAmt |
| Management And General | $162,562 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,873 | TotalAmt |
| Management And General | $59,873 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,248 | TotalAmt |
| Management And General | $589,248 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,438 | TotalAmt |
| Management And General | $129,438 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,364 | TotalAmt |
| Management And General | $210,364 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $603,023 | TotalAmt |
| Program Services | $603,023 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,405 | TotalAmt |
| Management And General | $124,405 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SCOTT TECH CENTER-OPERATIONS | $4,134,000 | $4,134,000 | $0 | $0 |
| PV DISCOUNT | $1,045,132 | $1,045,132 | $0 | $0 |
| IT EXPENSES | $144,826 | $0 | $144,826 | $0 |
| CONSULTING | $100,000 | $0 | $100,000 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,543 | TotalAmt |
| Program Services | $296,543 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,000,553 | TotalAmt |
| Program Services | $36,341,395 | ProgramServicesAmt |
| Management And General | $3,659,158 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,152,850 | BOYAmt |
| EOY | $18,788,875 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,139 | BOYAmt |
| EOY | $623,372 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,479,854 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,348,385 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,394,170 | BOYAmt |
| EOY | $18,131,469 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,511,437 | BOYAmt |
| EOY | $118,649,053 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,220,000 | BOYAmt |
| EOY | $200,082,400 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,615,511 | BOYAmt |
| EOY | $8,887,360 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,538,107 | BOYAmt |
| EOY | $365,162,529 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,605,253 | BOYAmt |
| EOY | $1,705,641 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,783,522 | BOYAmt |
| EOY | $40,850,029 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,388,775 | BOYAmt |
| EOY | $42,555,670 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,199,134 | BOYAmt |
| EOY | $322,606,859 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,950,198 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,149,332 | BOYAmt |
| EOY | $322,606,859 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,538,107 | BOYAmt |
| EOY | $365,162,529 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,597,476 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,427,900 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,567,849 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OMAHA COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470645958 | EIN |
| Organization Type | 8 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $23,966,695 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $23,966,695 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part I, Line 12g | FormAndLineReferenceDesc |
| Explanation | 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 BENEFITED 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. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,642,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,642,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,854,888 | OtherCostOrOtherBasisAmt |
| Depreciation | $825,572 | DepreciationAmt |
| Book Value | $16,029,316 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $982,966 | OtherCostOrOtherBasisAmt |
| Depreciation | $522,813 | DepreciationAmt |
| Book Value | $460,153 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $18,131,469 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $200,082,400 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $200,082,400 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $59,544,217 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,427,900 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $8,623,975 | OtherRevenueAmt |
| Revenue Not Reported | $15,051,875 | RevenueNotReportedAmt |
| Revenue Subtotal | $44,492,342 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,105,687 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,105,687 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $46,598,029 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $41,108,899 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,214,031 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,214,031 | ExpensesNotReportedAmt |
| Expenses Subtotal | $37,894,868 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,105,685 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,105,685 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $40,000,553 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 | THE FOUNDATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS 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, 2019 AND 2018. |
| SCHEDULE D, PART XI, LINE 2D | NET ASSETS RELEASED FROM RESTRICTIONS $ 7,950,198 INCOME REPORTED ON SRM TR $ 673,777 ---------- TOTAL, PART XI, LINE 2D $ 8,623,975 |
| SCHEDULE D, PART XII, LINE 2D | EXPENSES REPORTED ON SRM TR $ 3,214,031 ---------- PART XII, LINE 2D $ 3,214,031 |
| SCHEDULE D, PART XII, LINE 4B | GRANTS REFUNDED $ 1,547,946 INVESTMENT FEES, NETTED AGAINST INCOME 557,741 ----------- PART XII, LINE 4B $ 2,005,687 |
| SCHEDULE D, PART XI, LINE 4B | GRANTS REFUNDED $ 1,547,946 INVESTMENT FEES, NETTED AGAINST INCOME 557,741 VARIANCES DUE TO ROUNDING (2) ----------- TOTAL LINE 4B $ 2,105,685 |
| SCHEDULE D, 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. |
| SCHEDULE D, PART III, LINE 4 | The Foundations 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (60 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION INC | ||||||||||
| 9900 NICHOLAS ST STE 200 | OMAHA | NE | 68114 | 135613797 | 501(C)(3) | $20,000 | EVENT | |||
| AVENUE SCHOLARS FOUNDATION | ||||||||||
| 7101 MERCY RD STE 240 | OMAHA | NE | 68106 | 261545078 | 501(C)(3) | $36,041 | PROGRAM SUPPORT & EVENT | |||
| BOY SCOUTS OF AMERICA MID-AMERICA COUNCIL | ||||||||||
| 12401 W MAPLE RD | OMAHA | NE | 68164 | 470376545 | 501(C)(3) | $50,000 | CAPITAL CAMPAIGN & EVENT | |||
| CHARITIES AID FOUNDATION AMERICA | ||||||||||
| 225 REINEKERS LN | ALEXANDRIA | VA | 22314 | 431634280 | 501(C)(3) | $25,450 | Program Support | |||
| COMPLETELY KIDS | ||||||||||
| 2566 ST MARYS AVE | OMAHA | NE | 68105 | 275111197 | 501(C)(3) | $25,000 | OMAHA AWARD | |||
| HEARTLAND FAMILY SERVICE | ||||||||||
| 2101 S 42ND ST | OMAHA | NE | 68105 | 470390618 | 501(C)(3) | $45,000 | OMAHA AWARD | |||
| HEARTLAND HOPE MISSION | ||||||||||
| 2021 U ST | OMAHA | NE | 68107 | 141869352 | 501(C)(3) | $25,000 | OMAHA AWARD | |||
| HERITAGE SERVICES | ||||||||||
| 10050 REGENCY CIR STE 101 | OMAHA | NE | 68114 | 470731254 | 501(C)(3) | $265,000 | CAPITAL CAMPAIGN & GENERAL OPERATING | |||
| HORATIO ALGER ASSOCIATION | ||||||||||
| 99 CANAL CTR PLZ | ALEXANDRIA | VA | 22314 | 131669975 | 501(C)(3) | $360,000 | Program Support | |||
| LAURITZEN GARDENS | ||||||||||
| 100 BANCROFT ST | OMAHA | NE | 68108 | 470659701 | 501(C)(3) | $10,000 | EVENT | |||
| MAGDALENE OMAHA | ||||||||||
| 4383 NICHOLAS ST STE 305 | OMAHA | NE | 68131 | 812599077 | 501(C)(3) | $20,000 | OMAHA AWARD | |||
| METROPOLITAN COMMUNITY COLLEGE FDN | ||||||||||
| PO BOX 3777 | OMAHA | NE | 68103 | 470596504 | 501(c)(3) | $1,555,000 | PROGRAM SUPPORT & EVENT | |||
| OMAHA RODEO INC | ||||||||||
| 3827 N 95th ST | OMAHA | NE | 68134 | 824767103 | 501(C)(3) | $15,000 | PROGRAM SUPPORT | |||
| OMAHA ZOO FOUNDATION | ||||||||||
| 3701 S 10TH ST | OMAHA | NE | 68107 | 363297716 | 501(C)(3) | $235,000 | PROGRAM SUPPORT & EVENT | |||
| ONE NEBRASKA COALITION | ||||||||||
| 134 S 13TH ST STE 1200 | LINCOLN | NE | 68508 | 821472823 | 501(C)(4) | $235,000 | PROGRAM SUPPORT | |||
| PARTNERSHIP 4 KIDS | ||||||||||
| 1004 FARNAM ST STE 200 | OMAHA | NE | 68102 | 470762798 | 501(C)(3) | $30,000 | PROGRAM SUPPORT | |||
| PLATTE INSTITUTE FOR ECONOMIC RESEARCH | ||||||||||
| 6910 PACIFIC ST STE 216 | OMAHA | NE | 68106 | 208809060 | 501(C)(3) | $30,000 | PROGRAM SUPPORT | |||
| PROJECT HARMONY | ||||||||||
| 11949 Q ST | OMAHA | NE | 68137 | 470789054 | 501(C)(3) | $54,225 | PROGRAM SUPPORT & OMAHA AWARD | |||
| PROJECT HOPE INC | ||||||||||
| 6201 N 60TH ST | OMAHA | NE | 68104 | 470682835 | 501(C)(3) | $10,000 | OMAHA AWARD | |||
| SEAL FAMILY FOUNDATION | ||||||||||
| 12915 W DODGE RD | OMAHA | NE | 68154 | 271963880 | 501(C)(3) | $20,000 | EVENT | |||
| THE DURHAM MUSEUM | ||||||||||
| 801 S 10TH ST | OMAHA | NE | 68108 | 470556061 | 501(C)(3) | $15,000 | EVENT | |||
| THE HOPE CENTER FOR KIDS | ||||||||||
| 2200 N 20TH ST | OMAHA | NE | 68110 | 470826512 | 501(C)(3) | $20,000 | OMAHA AWARD | |||
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||||
| 1010 LINC MALL STE 300 | LINCOLN | NE | 68508 | 470379839 | 501(C)(3) | $2,619,469 | SCHOLARSHIPS/PROGRAM SUPPORT | |||
| VISITING NURSE ASSOCIATION | ||||||||||
| 12565 W CTR RD STE 100 | OMAHA | NE | 68144 | 470690286 | 501(C)(3) | $25,000 | OMAHA AWARD | |||
| WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS | ||||||||||
| 1300 PENNSYLVANIA AVE | WASHINGTON | DC | 20004 | 521067541 | 501(C)(3) | $250,000 | ||||
| UNIVERSITY OF NEBRASKA - OMAHA | ||||||||||
| 6001 DODGE STREET | OMAHA | NE | 681820002 | 470049123 | GOVT | FACILITIES & IMPROVEMENTS | $10,245,560 | FMV | SRHC BLDG STC IMPRV | |
| AMERICAN EAGLE FOUNDATION | ||||||||||
| PO BOX 333 | Pigeon Forge | TN | 37868 | 581652023 | 501(C)(3) | $30,000 | Program Support | |||
| AMERICAN RED CROSS HEARTLAND CHAPTER | ||||||||||
| 2912 S 80th Ave | Omaha | NE | 68124 | 530196605 | 501(C)(3) | $55,000 | EVENT | |||
| AT EASE USA | ||||||||||
| PO BOX 24465 | Omaha | NE | 68124 | 461555291 | 501(C)(3) | $10,000 | EVENT | |||
| CENTRAL COMMUNITY COLLEGE FOUNDATION | ||||||||||
| 201 Foundation Pl | Hastings | NE | 68901 | 470728813 | 501(C)(3) | $6,300 | Program Support | |||
| CHILD SAVING INSTITUTE | ||||||||||
| 4545 Dodge ST | Omaha | NE | 68132 | 450489204 | 501(C)(3) | $10,000 | Omaha Award | |||
| CHILDREN'S HOSPITAL & MEDICAL CENTER FDN | ||||||||||
| 8401 West Dodge Rd STE 120 | Omaha | NE | 68114 | 476105603 | 501(C)(3) | $20,000 | Event | |||
| COMMEMORATIVE AIR FORCE | ||||||||||
| PO BOX 764769 | DALLAS | TX | 75376 | 741484491 | 501(C)(3) | $50,000 | Program Support | |||
| COMMUNITY INFORMATION TRUST | ||||||||||
| 10050 REGENCY CIRCLE | OMAHA | NE | 68114 | 463502113 | 501(C)(3) | $1,500,000 | GENERAL OPERATING SUPPORT | |||
| COUNCIL BLUFFS SOCCER CLUB INC | ||||||||||
| PO BOX 1993 | COUNCIL BLUFFS | IA | 51502 | 421137883 | 501(C)(3) | $250,000 | CAPITAL CAMPAIGN | |||
| CREIGHTON UNIVERSITY | ||||||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68178 | 470376583 | 501(C)(3) | $51,000 | Program Support | |||
| EASTERN NEBRASKA OFFICE ON AGING | ||||||||||
| 4780 S 131 St | Omaha | NE | 68137 | 470668392 | 501(C)(3) | $50,000 | OMAHA AWARD | |||
| HABITAT FOR HUMANITY OF OMAHA | ||||||||||
| 1701 N 24th St | Omaha | NE | 68110 | 363283625 | 501(C)(3) | $25,000 | OMAHA AWARD | |||
| HOLY NAME HOUSING CORPORATION | ||||||||||
| 4324 Fort St | Omaha | NE | 68111 | 470653390 | 501(C)(3) | $20,000 | OMAHA AWARD | |||
| KANEKO | ||||||||||
| 1111 Jones St | Omaha | NE | 68132 | 364261067 | 501(C)(3) | $10,000 | EVENT | |||
| MERCY HOUSING MIDWEST | ||||||||||
| 7241 EDNA COURT | LA VISTA | NE | 80202 | 470772351 | 501(C)(3) | $15,000 | OMAHA AWARD | |||
| MICAH HOUSE | ||||||||||
| 1415 AVENUE J | COUNCIL BLUFFS | IA | 51501 | 421292393 | 501(C)(3) | $35,000 | OMAHA AWARD | |||
| NEBRASKA FARM BUREAU FOUNDATION FOR AG INC | ||||||||||
| PO BOX 80299 | LINCOLN | NE | 68501 | 461740947 | 501(C)(3) | $50,000 | PROGRAM SUPPORT | |||
| NEBRASKA HUMANE SOCIETY | ||||||||||
| 8929 Fort St | Omaha | NE | 68134 | 470378997 | 501(C)(3) | $1,000,000 | CAPITAL CAMPAIGN | |||
| NEBRASKA METHODIST HOSPITAL FOUNDATION | ||||||||||
| 8701 West Dodge Rd Ste 450 | Omaha | NE | 68114 | 470595345 | 501(C)(3) | $50,000 | SCHOLARSHIPS | |||
| NEBRASKA PHILANTHROPIC TRUST | ||||||||||
| 10050 REGENCY CIR STE 101 | OMAHA | NE | 68114 | 832558124 | 501(C)(3) | $1,000,000 | CAPITAL CAMPAIGN | |||
| NEBRASKA WESLEYAN UNIVERSITY | ||||||||||
| 5000 SAINT PAUL AVE | LINCOLN | NE | 68504 | 470376524 | 501(C)(3) | $100,000 | PROGRAM SUPPORT | |||
| OMAHA COMMUNITY FOUNDATION | ||||||||||
| 3555 FARNAM ST STE 222 | OMAHA | NE | 68131 | 470645958 | 501(C)(3) | $190,150 | PROGRAM SUPPORT | |||
| ONEWORLD COMMUNITY HEALTH CENTERS INC | ||||||||||
| 4910 S 30TH ST STE 103 | OMAHA | NE | 68107 | 470548990 | 501(C)(3) | $125,000 | OMAHA AWARD | |||
| OPERA OMAHA | ||||||||||
| 1850 FARNAM ST | OMAHA | NE | 68102 | 476032795 | 501(C)(3) | $100,000 | PROGRAM SUPPORT | |||
| PROJECT HOUSEWORKS | ||||||||||
| 2316 S 24th ST | OMAHA | NE | 68108 | 470793980 | 501(C)(3) | $50,000 | OMAHA AWARD | |||
| RONALD MCDONALD HOUSE CHARITIES | ||||||||||
| 620 S 38th Ave | Omaha | NE | 68105 | 470755104 | 501(C)(3) | $30,000 | OMAHA AWARD | |||
| SANTA MONICA INC | ||||||||||
| 401 S 39th ST | OMAHA | NE | 68131 | 470547017 | 501(C)(3) | $25,000 | OMAHA AWARD | |||
| SIENAFRANCIS HOUSE HOMELESS SHELTER | ||||||||||
| 1702 NICHOLAS ST | OMAHA | NE | 68102 | 470601005 | 501(C)(3) | $40,000 | OMAHA AWARD | |||
| TEAMMATES MENTORING PROGRAM | ||||||||||
| 11615 Centennial RD | LA VISTA | NE | 68128 | 470840990 | 501(C)(3) | $2,000,000 | PROGRAM SUPPORT | |||
| THE NATURE CONSERVANCY | ||||||||||
| 1007 LEAVENWORTH STREET | OMAHA | NE | 68102 | 530242652 | 501(C)(3) | $250,000 | CAPITAL CAMPAIGN | |||
| THE PUBLIC MEDIA LAB | ||||||||||
| 1747 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | 260312802 | 501(C)(3) | $200,000 | PROGRAM SUPPORT | |||
| THE SALVATION ARMY | ||||||||||
| 5550 PRAIRIE STONE PKWY | OMAHA | NE | 60192 | 362167910 | 501(C)(3) | $55,000 | EVENT | |||
| THISTLE FARMS INC | ||||||||||
| 5122 CHARLOTTE AVE | NASHVILLE | TN | 37209 | 582050089 | 501(C)(3) | $15,000 | PROGRAM SUPPORT | |||
| WAYNE STATE FOUNDATION | ||||||||||
| 1111 MAIN ST | WAYNE | NE | 68787 | 476032870 | 501(C)(3) | $270,000 | OMAHA AWARD | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 58 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CALVIN SISSON | ||||||||||||||
| PRESIDENT & CEO | $314,289 | $0 | $251,911 | $0 | $0 | $0 | $11,200 | $0 | $17,180 | $0 | $594,580 | $0 | $0 | $0 |
| CHRISTI ANNIN | ||||||||||||||
| DIRECTOR OF FINANCE | $151,292 | $0 | $30,000 | $0 | $0 | $0 | $7,593 | $0 | $17,180 | $0 | $206,065 | $0 | $0 | $0 |
| RICHARD EAKIN | ||||||||||||||
| VICE PRESIDENT | $163,112 | $0 | $50,000 | $0 | $0 | $0 | $6,752 | $0 | $7,078 | $0 | $226,942 | $0 | $0 | $0 |
| KEN MOREANO | ||||||||||||||
| EXECUTIVE DIRECTOR-NOAK MGMT | $435,246 | $0 | $45,000 | $0 | $0 | $0 | $11,200 | $0 | $17,180 | $0 | $508,626 | $0 | $0 | $0 |
| CHAD GRACE | ||||||||||||||
| DIR - INFORMATION TECHNOLOGY | $164,776 | $0 | $24,733 | $0 | $0 | $0 | $7,663 | $0 | $17,180 | $0 | $214,352 | $0 | $0 | $0 |
| RYAN OSBORN | ||||||||||||||
| DIRECTOR OF OPERATIONS | $148,346 | $0 | $23,481 | $0 | $0 | $0 | $7,233 | $0 | $13,136 | $0 | $192,196 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SCOTT - TETRAD CORP | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOD | RelationshipDescriptionTxt |
| Transaction | $589,248 | TransactionAmt |
| Transaction | RENT | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Line 2a | THIS NUMBER INCLUDES EMPLOYEES REPORTED UNDER THE EIN'S OF TWO OF THE FOUNDATIONS 100% OWNED DISREGARDED ENTITIES: NOAK MANAGEMENT LLC (45-2062904) SWF LLC (90-0867884) |
| Form 990, Part VI, Line 2 | WALTER SCOTT, DAVID SCOTT AND WILLIAM SINGER - FAMILY RELATIONSHIP WALTER SCOTT AND JOHN BOYER - BUSINESS RELATIONSHIP WALTER SCOTT AND RICH EAKIN - BUSINESS RELATIONSHIP DAVID SCOTT AND RICH EAKIN - BUSINESS RELATIONSHIP DAVID SCOTT AND JOHN BOYER - BUSINESS RELATIONSHIP WALTER SCOTT AND CINDY SMITH - BUSINESS RELATIONSHIP |
| Form 990, Part VI, Line 4 | THE FOLLOWING CHANGE WAS ADOPTED TO THE BYLAWS DURING 2019: CHANGES THE NUMBER OF DIRECTORS FROM 7 TO 7-11 (A RANGE) SUBSEQUENT TO WALTER SCOTT'S PASSING. |
| Form 990, Part VI, Line 8b | THE FOUNDATION DOES NOT HAVE ANY COMMITTEES THAT CURRENTLY ACT ON BEHALF OF THE GOVERNING BOARD. |
| Form 990, Part VI, Line 11b | EACH DIRECTOR WILL RECEIVE THE FORM 990 PRIOR TO THE RETURN BEING FILED WITH THE IRS. |
| Form 990, Part VI, Line 12c | ANNUALLY (OR MORE FREQUENTLY IF NECESSARY), AS REQUIRED UNDER THE CONFLICT OF INTEREST POLICY, THE DIRECTORS VERBALLY 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, Line 19 | THE FOUNDATION DOES NOT MAKE THESE RECORDS AVAILABLE TO THE PUBLIC. |
| Form 990, Part IX, Line 9 | Reversal of Beginning Intercompany Receivable ($2,463,849) Deferred Comp Plan - Reported on Sub Return ($104,000) ----------- Total ($2,567,849) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| NOAK MANAGEMENT LLC | |||||||||
| 10340 NORTH 84TH ST | OMAHA | NE | 68122 | 452062904 | REAL ESTATE | NE | $1,757,320 | $0 | S&W SCOTT FD |
| SWF LLC | |||||||||
| 10340 NORTH 84TH ST | OMAHA | NE | 68122 | 900867884 | MGMT CO | NE | $2,013,730 | $0 | S&W SCOTT FD |
| CENTENNIAL FARMS | |||||||||
| 10340 NORTH 84TH ST | OMAHA | NE | 68122 | 470810101 | MGMT CO | NE | $0 | $0 | S&W SCOTT FD |
| WIND RIVER | |||||||||
| 10340 NORTH 84TH ST | OMAHA | NE | 68122 | 470810156 | MGMT CO | NE | $0 | $0 | S&W SCOTT FD |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| OMAHA COMMUNITY FOUNDATION | ||||||||||
| 3555 FARNAM ST STE 222 | OMAHA | NE | 68131 | 470645958 | COMMUNITY FDN | NE | 501(C)(3) | 8 | NA | false |
| AMY L SCOTT FAMILY FOUNDATION | ||||||||||
| 10340 NORTH 84TH STREET | OMAHA | NE | 68122 | 364071890 | SUPPORT | NE | 501(C)(3) | 12, TYPE I | OCF | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOAK INNOVATION LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10340 NORTH 84TH STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681222216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452063103 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | NE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S&W SCOTT FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED | PredominantIncomeTypeTxt |
| Share Of Total Income | -$626 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,298,005 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $0 | UBICodeVAmt |
| General Or Managing Partner | Yes (true) | GeneralOrManagingPartnerInd |
| Ownership | 0.70000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT RESIDENTIAL MANAGEMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6510 PINE STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264763045 | EIN |
| Primary Activities | PROPERTY MGMT | PrimaryActivitiesTxt |
| Legal Domicile State | NE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S&W SCOTT FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corp | EntityTypeTxt |
| Share Of Total Income | $2,205,447 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $354,455 | ShareOfEOYAssetsAmt |
| Ownership | 0.51000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT RESIDENTIAL MANAGEMENT LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | m | TransactionTypeTxt |
| Involved | $4,293,814 | InvolvedAmt |
| Method Of Amount Determination | BOOK | MethodOfAmountDeterminationTxt |
Comments