LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION (EIN 47-0748772)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201821349349102927
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T13:59:59-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470710889 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK & DANA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12829 WEST DODGE ROAD 100 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470748772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LELAND J & DOROTHY H OLSON CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION C/O BRIDGES TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LELA | BusinessNameControlTxt |
| Phone | 4023938300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 W DODGE ROAD 256 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID OLSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4023911065 | PhoneNum |
| Signature | 2018-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANET OSBORN | PreparerPersonNm |
| PTIN | P00283478 | PTIN |
| Phone | 4023911065 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.39.121.17 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-09 | IPDt |
| IP Tm | 13:32:04 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E57CC6FA0B814CF371190F61B380343AE202C556 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E42D35AFFC4B8486EBF33C21A9442638C981DE2C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $104,705,834 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,969,894 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27,804 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,972 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $433,116 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $433,116 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,194,627 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,959,485 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,194,627 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,625,441 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,648,715 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $72,700 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,208 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $135,811 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,663 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $258,820 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $232,679 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $479,539 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $242,342 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,417,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,417,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,897,339 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $242,342 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,417,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$271,898 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,406,373 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,063,134 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,981,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,981,630 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $51,155,705 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,054,675 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $88,154,085 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $303,862 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $132,560 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $129,107 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $13,203,497 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,517,599 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,441,012 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $67,726,198 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,686,464 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $104,705,834 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $75,139,489 | CapitalStockBOYAmt |
| Capital Stock EOY | $74,867,591 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$7,413,291 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$7,181,127 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $67,726,198 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,686,464 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $67,726,198 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,686,464 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $67,726,198 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$271,898 | ExcessRevenueOverExpensesAmt |
| Other Increases | $598,876 | OtherIncreasesAmt |
| Subtotal | $68,053,176 | SubtotalAmt |
| Other Decreases | $366,712 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $67,686,464 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| OPPD NEB SER B ELEC REVENUE BONDS | P | 2017-02-01 | $5,000 | $5,018 | -$18 | -$18 |
| DUKE CAPITAL CORP | P | 2017-09-11 | $169,610 | $166,284 | $3,326 | $3,326 |
| BERKSHIRE HATHAWAY INC CLASS A | P | 2017-04-05 | $250,620 | $175,612 | $75,008 | $75,008 |
| BIOVERATIV INC | P | 2017-04-05 | $19,160 | $15,656 | $3,504 | $3,504 |
| JOHNSON & JOHNSON | P | 2017-04-05 | $37,393 | $661 | $36,732 | $36,732 |
| PROCTER & GAMBLE CO | P | 2017-04-05 | $44,917 | $27,282 | $17,635 | $17,635 |
| ADVANSIX INC | P | 2017-10-17 | $1,059 | $330 | $729 | $729 |
| EXPRESS SCRIPTS HOLDING CO | P | 2017-10-17 | $114,392 | $53,570 | $60,822 | $60,822 |
| GENERAL ELECTRIC CO | P | 2017-10-17 | $46,036 | $46,495 | -$459 | -$459 |
| LEVEL 3 COMMUNICATIONS | P | 2017-10-17 | $276,390 | $247,219 | $29,171 | $29,171 |
| MCDONALDS CORP | P | 2017-10-17 | $49,464 | $18,649 | $30,815 | $30,815 |
| QUALCOMM INC | P | 2017-10-17 | $105,895 | $78,146 | $27,749 | $27,749 |
| BERKSHIRE HATHAWAY INC CLASS A | P | 2017-10-18 | $1,123,342 | $702,448 | $420,894 | $420,894 |
| SEQUOIA FUND INC | P | 2017-10-30 | $1,000,000 | $296,845 | $703,155 | $703,155 |
| SEQUOIA FUND INC | P | 2017-11-03 | $1,000,000 | $939,978 | $60,022 | $60,022 |
| SEQUOIA FUND INC | P | 2017-11-10 | $1,000,000 | $1,050,165 | -$50,165 | -$50,165 |
| BERKSHIRE HATHAWAY INC CLASS B | P | 2017-11-15 | $879,516 | $885,552 | -$6,036 | -$6,036 |
| EATON CORP PLC | P | 2017-12-12 | $38,545 | $21,094 | $17,451 | $17,451 |
| GILEAD SCIENCES INC | P | 2017-12-12 | $73,981 | $68,096 | $5,885 | $5,885 |
| BERKSHIRE HATHAWAY INC CLASS A | P | 2017-12-13 | $1,475,046 | $878,060 | $596,986 | $596,986 |
| PROVIDENT TRUST COMPANY | P | 2017-08-03 | $110,176 | $85,175 | $25,001 | $25,001 |
| LELAND J. OLSON TRUST | P | 2017-12-31 | $2,523 | -$2,523 | -$2,523 | |
| CAPITAL GAINS DIVIDENDS | P | $1,138,943 | $1,138,943 | $1,138,943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,194,627 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,584,064 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $74,130,909 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048348 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $725,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,044,413 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051622 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $382,844 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,581,498 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068592 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $225,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,397,486 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051166 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $240,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,905,974 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061444 | DistributionYr5Rt |
| Total Distribution | 0.281172 | TotalDistributionRt |
| Average Distribution | 0.056234 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $94,760,648 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,328,770 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $34,064 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,362,834 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,417,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $34,064 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34,064 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34,064 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,120 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $67,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $33,056 | OverpaymentAmt |
| Applied To ES Tax | $33,056 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.OLSONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BRIDGES TRUST | IndividualWithBooksNm |
| Phone | 4023938300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 W DODGE ROAD 256 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID OLSON | ||||||||
| 8401 W DODGE ROAD 256 | OMAHA | NE | 68114 | CHAIRMAN OF THE BOARD/PRES | 3.00 | $0 | $0 | $0 |
| KAREN OLSON | ||||||||
| 8401 W DODGE ROAD 256 | OMAHA | NE | 68114 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY OLSON | ||||||||
| 8401 W DODGE ROAD 256 | OMAHA | NE | 68114 | TREASURER | 3.00 | $0 | $0 | $0 |
| CHRISTIAN OLSON | ||||||||
| 8401 W DODGE ROAD 256 | OMAHA | NE | 68114 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| KENDRA SWANSON | ||||||||
| 8401 W DODGE ROAD 256 | OMAHA | NE | 68114 | SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHRISTIAN OLSON | |||||
| 8401 W DODGE ROAD 256 | OMAHA | NE | 68114 | WEBSITE DEVELOPMENT & MAINTENANCE | $19,750 |
| CATHERINE OLSON | |||||
| 8401 W DODGE ROAD 256 | OMAHA | NE | 68114 | DEVELOPMENT RESEARCH & EDUCATION | $4,325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $94,108,499 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,095,205 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $96,203,704 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $96,203,704 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,443,056 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $94,760,648 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,738,032 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,738,032 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,064 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,064 | TotalTaxAmt |
| Distributable Before Adj | $4,703,968 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,703,968 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,703,968 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,417,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,417,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $34,064 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,383,736 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,703,968 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $38,324 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,952 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $108,081 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,826 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $188,183 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,417,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,703,968 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $713,832 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $902,015 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $38,324 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $863,691 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,952 | ExcessFromYear4Amt |
| Excess From Year3 | $108,081 | ExcessFromYear3Amt |
| Excess From Year2 | $30,826 | ExcessFromYear2Amt |
| Excess From Current Year | $713,832 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| THE LELAND DOROTHY OLSON FOUNDATION | |||||||
| 8401 WEST DODGE ROAD 256 | OMAHA | NE | 68114 | 4023938300 | LARGE GRANTS OF $50,000 OR HIGHER - SEE THE ORGANIZATION'S WEBSITE FOR THE LARGE GRANTS PROCESS. | SEE ORGANIZATION'S WEBSITE FOR APPLICATION REQUIREMENTS. | SEE ORGANIZATION'S WEBSITE. |
| THE LELAND DOROTHY OLSON FOUNDATION | |||||||
| 8401 WEST DODGE ROAD 256 | OMAHA | NE | 68114 | 4023938300 | SMALL GRANTS BELOW $35,000 - SEE THE ORGANIZATION'S WEBSITE FOR THE SMALL GRANTS PROCESS. | SEE ORGANIZATION'S WEBSITE FOR APPLICATION REQUIREMENTS. | SEE ORGANIZATION'S WEBSITE. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABIDE NETWORK | ||||||||
| 3335 FOWLER AVE | OMAHA | NE | 68111 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 | |
| ABILITY BUILDING SERVICES | ||||||||
| 909 W 23RD ST | YANKTON | SD | 57078 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $5,000 | |
| AMARA | ||||||||
| 5907 MARTIN LUTHER KING JR WAY | SEATTLE | WA | 98118 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $125,000 | SOUTH |
| AMERICAN RED CROSS GREATER NY REGION HURRICANE SANDY | ||||||||
| 520 WEST 49TH STREET | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 | |
| ASSITANCE LEAGUE OF OMAHA | ||||||||
| 3569 LEAVENWORTH STREET | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 2202 N WESTSHORE BLVD STE 455 | TAMPA | FL | 33607 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| BIKE WORKS | ||||||||
| 3715 S HUDSON ST 111 | SEATTLE | WA | 98118 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,500 | |
| BLAIR FAMILY YOUNG MEN'S CHRISTIAN | ||||||||
| 1278 WILBUR ST | BLAIR | NE | 68008 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $30,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 1325 WEST WALNUT HILL LANE | IRVING | TX | 75015 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 | |
| BOYS AND GIRLS CLUBS OF SNOHOMISH CO | ||||||||
| 9502 19TH AVE SE | EVERETT | WA | 98208 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 | |
| BOYS TOWN NATIONAL RESEARCH HOSPITAL | ||||||||
| 555 NORTH 30TH STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 | |
| BURNED CHILDREN RECOVERY FOUNDATION | ||||||||
| 409 WOOD PL | EVERETT | WA | 98203 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| CAMP QUALITY HEARTLAND | ||||||||
| 540 HAMPTON RIDGE DR | AKRON | OH | 44313 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $20,000 | |
| CANCER LIFELINE | ||||||||
| 6522 FREMONT AVE N | SEATTLE | WA | 98103 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 | |
| CAROLE'S HOUSE OF HOPE | ||||||||
| 7815 HARNEY ST | OMAHA | NE | 68114 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| CHICANO AWARENESS CENTER | ||||||||
| 4821 S 24TH ST | OMAHA | NE | 68107 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $12,500 | |
| CHILD ADVOCATE CENTER OF SNOHOMISH CO | ||||||||
| 1509 CALIFORNIA ST | EVERETT | WA | 98201 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| CHILDHAVEN | ||||||||
| 316 BROADWAY | SEATTLE | WA | 98122 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $150,000 | |
| CHILDREN'S RESPITE CARE CENTER | ||||||||
| 5321 S 138TH STREET | OMAHA | NE | 68137 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $30,000 | |
| CHILD SAVING INSTITUTE | ||||||||
| 4545 DODGE STREET | OMAHA | NE | 68132 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $115,000 | |
| COCOON HOUSE | ||||||||
| 2929 PINE STREET | EVERETT | WA | 98201 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $50,250 | |
| COLLEGE ACCESS NOW (CAN) | ||||||||
| 3211 MARTIN LUTHER KING JR WAY S A | SEATTLE | WA | 98144 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $32,000 | |
| COLLECTIVE FOR YOUTH | ||||||||
| 105 N 31ST AVE 103 | OMAHA | NE | 68131 | N/A | GENERAL FUNDS | $25,000 | ||
| COMMUNITY ALLIANCE | ||||||||
| 4001 LEAVENWORTH ST | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $15,000 | |
| COMPLETELY KIDS | ||||||||
| 2566 ST MARYS AVE | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $75,000 | |
| EASTER SEALS NEBRASKA | ||||||||
| 2727 W 2ND STREET 470 | HASTINGS | NE | 68901 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $75,000 | |
| ELIZABETH GREGORY HOME | ||||||||
| 1604 NE 50TH ST | SEATTLE | WA | 98105 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| FEPPS | ||||||||
| 2311 N 45TH ST 178 | SEATTLE | WA | 98103 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $50,250 | |
| FINANCIAL BEGINNINGS | ||||||||
| 2505 SW SPRING GARDEN STREET | PORTLAND | OR | 97219 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 | |
| FLORENCE HOME FOR THE AGED | ||||||||
| 7915 N 30TH ST | OMAHA | NE | 68112 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| FOOD BANK FOR THE HEARTLAND | ||||||||
| 10525 J STREET | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $150,000 | |
| FRIENDS OF THE CHILDREN | ||||||||
| 44 NE MORRIS ST | PORTLAND | OR | 97212 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $75,000 | |
| FRIENDS OF YOUTH | ||||||||
| 13116 NE 132ND ST | KIRKLAND | WA | 98034 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| GIRLS INCORPORATED OF OMAHA | ||||||||
| 2811 N 45TH STREET | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $17,500 | |
| GIRL SCOUTS OF WESTERN WASHINGTON | ||||||||
| 5601 6TH AVENUE SOUTH | SEATTLE | WA | 98108 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $60,250 | |
| GREATER SEATTLE TECHBRIDGE | ||||||||
| 7700 EDGEWATER DRIVE SUITE 519 | OAKLAND | CA | 94621 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| GRIEF'S JOURNEY | ||||||||
| 7811 FARNAM DRIVE | OMAHA | NE | 68114 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| HAND IN HAND | ||||||||
| 14E CASINO ROAD SUITE E | EVERETT | WA | 98208 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $50,000 | |
| HAZEL WOLF K-8 STEM SCHOOL | ||||||||
| 11530 12TH AVE NE | SEATTLE | WA | 98125 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $500 | |
| HEARTLAND EQUINE THERAPEUTIC RIDING | ||||||||
| 10130 S 222ND ST | GRETNA | NE | 68028 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $32,200 | |
| HEARTLAND HOPE MISSION | ||||||||
| 2021 U ST | OMAHA | NE | 68107 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $30,000 | |
| HELP ADULT SERVICES | ||||||||
| 1941 S 42ND STREET ST200 | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $15,000 | |
| HOPE CENTER FOR KIDS | ||||||||
| 2200 N 20TH STREET | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $75,000 | |
| INTERCULTURAL SENIOR CENTER | ||||||||
| 3010 R ST | OMAHA | NE | 68107 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| JOSLYN ART MUSEUM | ||||||||
| 2200 DODGE STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 | |
| JUNIOR LEAGUE OF OMAHA | ||||||||
| 608 N 108TH CT | OMAHA | NE | 68154 | N/A | PUBLIC CHARITY | GENERAL FUNDSGENERAL FUNDSGENERAL FUNDS;LISTTOTAL 20000 | $10,000 | |
| KIDS CAN COMMUNITY CENTER | ||||||||
| 4860 Q STREET | OMAHA | NE | 68117 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| KING COUNTY SEXUAL ASSULT TRAUMA-SPECIFIC THERAPY PROGRAM | ||||||||
| PO BOX 300 | RENTON | WA | 98057 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $20,000 | |
| LANE THOMAS FOUNDATION | ||||||||
| PO BOX 540365 | OMAHA | NE | 68154 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 | |
| LAURITZEN GARDENS | ||||||||
| 100 BANCROFT ST | OMAHA | NE | 68108 | N/A | GENERAL FUNDS | $25,000 | ||
| MAKE-A-WISH FOUNDATION OF NEBRASKA | ||||||||
| 11836 ARBOR STREET | OMAHA | NE | 68144 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $22,500 | |
| MERCY HOUSING MIDWEST | ||||||||
| 7262 MERCY ROAD | OMAHA | NE | 68124 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 | |
| METROPOLITAN COMMUNITY COLLEGE FOUNDATION | ||||||||
| 5300 N 30TH ST | OMAHA | NE | 68111 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $130,950 | |
| MICAH HOUSE | ||||||||
| 1415 AVENUE J | COUNCIL BLUFFS | IA | 51501 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $15,000 | |
| MOSIAC COMMUNITY DEVELOPMENT | ||||||||
| 1340 PARK AVENUE | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $20,000 | |
| NEBRASKA CHILDREN AND FAMILIES FOUNDATION | ||||||||
| 215 CENTENNIAL MALL SOUTH SUITE 200 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $100,000 | |
| NEBRASKA HUMANE SOCIETY | ||||||||
| 8929 FORT STREET | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $160,000 | |
| NORTHSTAR FOUNDATION | ||||||||
| 4242 N 49TH STREET | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $75,000 | |
| OMAHA ACADEMY OF BALLET | ||||||||
| 319 N 72ND ST | OMAHA | NE | 68114 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 | |
| OMAHA AREA YOUTH ORCHESTRAS INC | ||||||||
| 1905 HARNEY ST 630 | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| OMAHA CONSERVATORY OF MUSIC | ||||||||
| 7023 CASS ST | OMAHA | NE | 68132 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $20,000 | |
| OMAHA HOME FOR BOYS | ||||||||
| 4343 NORTH 52ND STREET | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| OMAHA PUBLIC LIBRARY FOUNDATION | ||||||||
| 215 S 15TH ST | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $20,000 | |
| OMAHA SALVATION ARMY | ||||||||
| 3612 CUMING STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $150,000 | |
| OMAHA THEATER COMPANY | ||||||||
| 2001 FARNAM STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $15,000 | |
| OUTLOOK NEBRASKA | ||||||||
| 4125 S 72ND ST | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 | |
| PARTNERSHIP 4 KIDS | ||||||||
| 1004 FARNAM ST 200 | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 | |
| QLI | ||||||||
| 6404 N 70TH PLAZA | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $26,250 | |
| RADIO TALKING BOOK SERVICE INC | ||||||||
| 7101 NEWPORT AVE 205 | OMAHA | NE | 68154 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| RESTORED HOPE | ||||||||
| 1954 JONES STREET B3 | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 620 S 38TH AVE | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 | |
| SALVATION ARMY | ||||||||
| 3612 CUMING STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $75,000 | |
| SAVING GRACE PERISHABLE FOOD RESCUE | ||||||||
| 4611 S 96TH STREET | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $75,000 | |
| SCHOOL'S OUT WASHINGTON | ||||||||
| 801 23RD AVE S STE A | SEATTLE | WA | 98144 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| SIENAFRANCIS HOUSE | ||||||||
| 1702 NICHOLAS STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $85,000 | |
| SNOHOMISH COUNTY VOLUNTEER SEARCH & RESCUE | ||||||||
| 5506 OLD MACHIAS ROAD | SNOHOMISH | WA | 98290 | N/A | PUBLIC CHARITY | PROJECT CARE TRACK | $20,000 | |
| SPECIAL OLYMPICS NEBRASKA | ||||||||
| 9427 F ST | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 | |
| SUMMERSEARCH HOME | ||||||||
| 101 HOWARD | SAN FRANSICO | CA | 94105 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,300 | |
| SUSAN G KOMEN GREAT PLAINS | ||||||||
| 8707 W CENTER ROAD 101 | OMAHA | NE | 68124 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 | |
| TEAM READ | ||||||||
| PO BOX 94042 | SEATTLE | WA | 98124 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $50,000 | |
| TEAMMATES MENTORING PROGRAM | ||||||||
| 6801 O STREET | LINCOLN | NE | 68510 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $25,000 | |
| THE DURHAM MUSEUM | ||||||||
| 801 S 10TH STREET | OMAHA | NE | 68108 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $20,000 | |
| THE ROSE THEATRE | ||||||||
| 2001 FARNAM STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $10,000 | |
| UNIVERSITY BEYOND BARS | ||||||||
| PO BOX 31525 | SEATTLE | WA | 98103 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $1,678,170 | |
| VLSN FUND - MIDLANDS COMMUNITY FOUNDATION | ||||||||
| PO BOX 34247 | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| VOCATIONAL DEVELOPMENT CENTER INC | ||||||||
| 612 S MAIN ST | COUNCIL BLUFFS | IA | 51503 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $27,680 | |
| WOMEN'S CENTER FOR ADVANCEMENT | ||||||||
| 222 S 29TH STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $75,000 | |
| YEAR UP PUGET SOUND | ||||||||
| 2607 2ND AVE | SEATTLE | WA | 98121 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| YMCA OF GREATER OMAHA | ||||||||
| 430 S 20TH STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $19,500 | |
| YOUTH EMERGENCY SERVICES | ||||||||
| 2679 FARNAM STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $35,000 | |
| YOUTHCARE | ||||||||
| 2500 NE 54TH STREET | SEATTLE | WA | 98105 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $50,000 | |
| WESTSIDE FOUNDATION | ||||||||
| 1101 S 90 STREET | OAKLAND | NE | 68124 | N/A | PUBLIC CHARITY | GENERAL FUNDS | $16,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,417,800 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOMEN'S CENTER FOR ADVANCEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 S 29TH STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL FUNDS | GrantOrContributionPurposeTxt |
| Amt | $150,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $150,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,804 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $433,116 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,194,627 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,655,547 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,655,547 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LELAND J OLSON TRUST | |||||||
| 1 | 8401 WEST DODGE ROAD SUITE 256 | OMAHA | NE | 68114 | $909,731 | Yes (X) | |
| LELAND J OLSON TRUST | |||||||
| 2 | 8401 WEST DODGE ROAD SUITE 256 | OMAHA | NE | 68114 | $882,870 | Yes (X) | |
| LELAND J OLSON ESTATE | |||||||
| 3 | 8401 WEST DODGE ROAD SUITE 256 | OMAHA | NE | 68114 | $172,475 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | SHARES OF VARIOUS STOCKS, BONDS AND EQUITIES. | NoncashPropertyDesc |
| Fair Market Value | $882,870 | FairMarketValueAmt |
| Received | 2017-12-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,208 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - BONDS | BondNm |
| EOY Book Value | $132,560 | EOYBookValueAmt |
| EOYFMV | $129,107 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORP STOCK | StockNm |
| EOY Book Value | $52,054,675 | EOYBookValueAmt |
| EOYFMV | $88,154,085 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS - EQUITY FUNDS | FMV | $11,772,822 | $12,686,112 |
| INVESTMENTS - FIXED INCOME FUNDS | FMV | $744,777 | $754,900 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $72,700 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN COST AND MARKET VALUE OF CONTRIBUTED ASSETS | Desc |
| Amt | $366,712 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $230,270 | $230,270 | $0 |
| MEETING EXPENSES | $1,070 | $0 | $0 |
| OFFICE EXPENSES | $5,321 | $0 | $0 |
| WEBSITE DESIGN, DEVELOPMENT AND MAINTENANCE | $19,750 | $0 | $0 |
| OTHER EXPENSES - OLSON TRUST | $2,409 | $2,409 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN COST AND MARKET VALUE OF DISTRIBUTED ASSETS | Desc |
| Amt | $598,876 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $9,663 | $9,663 | $0 |
| EXCISE TAX | $126,148 | $0 | $0 |
Comments