2017-05-15T14:15:44-05:00 2016-12-31 470710889 HANCOCK & DANA PC 12829 WEST DODGE ROAD 100 OMAHA NE 68154 990PF 2016-01-01 470748772 LELAND J & DOROTHY H OLSON CHARITABLE FOUNDATION C/O PROVIDENT TRUST COMPANY LELA 4023911065 8401 W DODGE ROAD 256 OMAHA NE 68114 DAVID OLSON PRESIDENT 4023911065 2017-05-11 1 JANET OSBORN P00283478 4023911065 71.39.121.17 2017-05-11 09:29:15 CD P 0EA74C7DA5D59C53923BF80EE936B7592D21BFF0 0EA74C7DA5D59C53923BF80EE936B7592D21BFF0 2016 2021-01-29 14:40:06Z X 89724895 X 66907509 35776 24183 310240 310158 3199658 10517580 3199658 70453183 3533999 0 0 0 46962 0 0 7400 0 0 15699 5416 0 195944 173185 0 266005 178601 0 3584064 3584064 3850069 178601 3584064 66603114 3355398 125202 3063134 3063134 4775053 51155705 72859874 334119 303862 361643 2211968 13203497 13440244 7446342 67726198 89724895 0 0 X 8536375 75139489 0 0 -1090033 -7413291 7446342 67726198 7446342 67726198 7446342 66603114 306312 74355768 6629570 67726198 NORTHERN TRUST, SHORT-TERM COVERED SALES P 785057 836192 -51135 -51135 NORTHERN TRUST, LONG-TERM COVERED SALES P 711556 732456 -20900 -20900 NORTHERN TRUST, LONG-TERM NONCOVERED SALES P 7437049 5749274 1687775 1687775 CAPITAL GAINS DIVIDENDS P 1583918 1583918 1583918 3199658 0 725000 14044413 0.051622 382844 5581498 0.068592 225000 4397486 0.051166 240000 3905974 0.061444 236700 3829075 0.061816 0.294640 0.058928 74130909 4368386 33554 4401940 3584064 67108 0 67108 0 67108 8080 8080 59028 0 0 0 0 0 0 0 0 0 0 1 1 NE 1 0 0 0 0 1 WWW.OLSONFOUNDATION.ORG PROVIDENT TRUST COMPANY 4023938300 8401 W DODGE ROAD 256 OMAHA NE 68114 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 EDSON BRIDGES II 8401 W DODGE ROAD 256 OMAHA NE 68114 ASSISTANT TREASURER 1.00 0 0 0 NONE 0 CATHERINE OLSON 8401 W DODGE ROAD 256 OMAHA NE 68114 DEVELOPMENT RESEARCH & EDUCATION 6579 CHRISTIAN OLSON 8401 W DODGE ROAD 256 OMAHA NE 68114 WEBSITE DEVELOPMENT & MAINTENANCE 5025 0 0 73173262 2086544 0 75259806 0 0 75259806 1128897 74130909 3706545 3706545 67108 67108 3639437 0 3639437 0 3639437 3584064 0 3584064 0 3584064 3639437 0 0 46759 46938 10952 108081 30826 243556 3584064 0 0 0 3584064 0 55373 55373 188183 0 0 0 0 0 0 0 188183 38324 10952 108081 30826 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 $50,000 - SEE THE ORGANIZATION'S WEBSITE FOR THE SMALL GRANTS PROCESS. SEE ORGANIZATION'S WEBSITE FOR APPLICATION REQUIREMENTS. SEE ORGANIZATION'S WEBSITE. ASSITANCE LEAGUE OF OMAHA 3569 LEAVENWORTH STREET OMAHA NE 68105 N/A PUBLIC CHARITY GENERAL FUNDS 25000 BIKE WORKS 3715 S HUDSON ST 111 SEATTLE WA 98118 N/A PUBLIC CHARITY GENERAL FUNDS 51250 BRIGADOON SERVICE DOGS 4759 MISSION ROAD BELLINGHAM WA 98226 N/A PUBLIC CHARITY GENERAL FUNDS 25000 BURNED CHILDREN RECOVERY FOUNDATION 409 WOOD PL EVERETT WA 98203 N/A PUBLIC CHARITY GENERAL FUNDS 45000 COCOON HOUSE 2929 PINE STREET EVERETT WA 98201 N/A PUBLIC CHARITY GENERAL FUNDS 40200 COMPLETELY KIDS 2566 ST MARYS AVE OMAHA NE 68105 N/A PUBLIC CHARITY GENERAL FUNDS 341136 FONTENLLE FOREST 1111 BELLEVUE BLVD BELLEVUE NE 68005 N/A PUBLIC CHARITY GENERAL FUNDS 10000 FOOD BANK FOR THE HEARTLAND 10525 J STREET OMAHA NE 68127 N/A PUBLIC CHARITY GENERAL FUNDS 90000 HOPE CENTER FOR KIDS 2200 N 20TH STREET OMAHA NE 68110 N/A PUBLIC CHARITY GENERAL FUNDS 45000 JUNIOR LEAGUE OF OMAHA 608 N 108TH CT OMAHA NE 68154 N/A PUBLIC CHARITY GENERAL FUNDSGENERAL FUNDSGENERAL FUNDS;LISTTOTAL 20000 10000 NEBRASKA CHILDREN AND FAMILIES FOUNDATION 215 CENTENNIAL MALL SOUTH SUITE 200 LINCOLN NE 68508 N/A PUBLIC CHARITY GENERAL FUNDS 15000 NEBRASKA HUMANE SOCIETY 8929 FORT STREET OMAHA NE 68134 N/A PUBLIC CHARITY GENERAL FUNDS 175000 OPEN DOOR MISSION 2828 N 23RD STREET EAST OMAHA NE 68110 N/A PUBLIC CHARITY GENERAL FUNDS 10000 SALVATION ARMY 3612 CUMING STREET OMAHA NE 68131 N/A PUBLIC CHARITY GENERAL FUNDS 50000 SIENAFRANCIS HOUSE 1702 NICHOLAS STREET OMAHA NE 68102 N/A PUBLIC CHARITY GENERAL FUNDS 140000 SPECIAL OLYMPICS SOUTH DAKOTA 800 E I-90 LANE SOUIX FALLS SD 57104 N/A PUBLIC CHARITY GENERAL FUNDS 5000 THE ROSE THEATRE 2001 FARNAM STREET OMAHA NE 68102 N/A PUBLIC CHARITY GENERAL FUNDS 10000 UNIVERSITY OF NEBRASKA FOUNDATION 1010 LINCOLN MALL STE 300 LINCOLN NE 68508 N/A PUBLIC CHARITY GENERAL FUNDS 1052508 YOUTH EMERGENCY SERVICES 2679 FARNAM STREET OMAHA NE 68131 N/A PUBLIC CHARITY GENERAL FUNDS 40000 WASHINGTON WOMEN'S FOUNDATION 2100 24TH AVENUE SOUTH 330 SEATTLE WA 98144 N/A PUBLIC CHARITY GENERAL FUNDS 5000 METHODIST HOSPITAL FOUNDATION 8401 WDODGE ROAD OMAHA NE 68114 N/A PUBLIC CHARITY LEAP FOR A CURE 10000 CITIZENS FOUNDATION FOR THE OMAHA MOUNTED PATROL 505 S 15TH STREET OMAHA NE 68102 N/A PUBLIC CHARITY GENERAL FUNDS 500 MICAH HOUSE 1415 AVENUE J COUNCIL BLUFFS IA 51501 N/A PUBLIC CHARITY GENERAL FUNDS 15000 STANWOOD CAMANO FOOD BANK 271 ST NW STANWOOD STANWOOD WA 98292 N/A PUBLIC CHARITY GENERAL FUNDS 42500 OMAHA THEATER COMPANY 2001 FARNAM STREET OMAHA NE 68102 N/A PUBLIC CHARITY GENERAL FUNDS 15000 OMAHA HOME FOR BOYS 4343 NORTH 52ND STREET OMAHA NE 68104 N/A PUBLIC CHARITY GENERAL FUNDS 20000 MAKE-A-WISH FOUNDATION OF NEBRASKA 11836 ARBOR STREET OMAHA NE 68144 N/A PUBLIC CHARITY GENERAL FUNDS 15000 OMAHA AGAINST HUNGER PO BOX 451031 OMAHA NE 68145 N/A PUBLIC CHARITY GENERAL FUNDS 20000 HEARTLAND FAMILY SERVICE 2101 SOUTH 42 STREET OMAHA NE 68105 N/A PUBLIC CHARITY GENERAL FUNDS 10000 COMMUNITY BICYCLE SHOP OF OMAHA 525 N 33RD ST OMAHA NE 68131 N/A PUBLIC CHARITY GENERAL FUNDS 10000 YMCA OF GREATER OMAHA 430 S 20TH STREET OMAHA NE 68102 N/A PUBLIC CHARITY GENERAL FUNDS 9500 SNOHOMISH COUNTY VOLUNTEER SEARCH & RESCUE 5506 OLD MACHIAS ROAD SNOHOMISH WA 98290 N/A PUBLIC CHARITY PROJECT CARE TRACK 6480 SALISH SEA EXPEDITIONS 1257 PATMOS LN NW BAINBRIDGE ISLAND WA 98110 N/A PUBLIC CHARITY GENERAL FUNDS 30000 YOUTHCARE 2500 NE 54TH STREET SEATTLE WA 98105 N/A PUBLIC CHARITY GENERAL FUNDS 45000 KIDS CAN COMMUNITY CENTER 4860 Q STREET OMAHA NE 68117 N/A PUBLIC CHARITY GENERAL FUNDS 45000 NORTHSTAR FOUNDATION 4242 N 49TH STREET OMAHA NE 68104 N/A PUBLIC CHARITY GENERAL FUNDS 35000 BIG BROTHERS BIG SISTERS 2202 N WESTSHORE BLVD STE 455 TAMPA FL 33607 N/A PUBLIC CHARITY GENERAL FUNDS 25000 WOMEN'S CENTER FOR ADVANCEMENT 222 S 29TH STREET OMAHA NE 68131 N/A PUBLIC CHARITY GENERAL FUNDS 35000 TRANSITIONAL RESOURCES 2970 SW AVALON WAY SEATTLE WA 98126 N/A PUBLIC CHARITY GENERAL FUNDS 30000 TED E BEAR HOLLOW 7811 FARNAM DRIVE OMAHA NE 68114 N/A PUBLIC CHARITY GENERAL FUNDS 25000 GREATER SEATTLE TECHBRIDGE 7700 EDGEWATER DRIVE SUITE 519 OAKLAND CA 94621 N/A PUBLIC CHARITY GENERAL FUNDS 45000 BOYS AND GIRLS CLUBS OF SOUTH PUGET SOUND 3875 SOUTH 66TH ST TACOMA WA 98409 N/A PUBLIC CHARITY SUMMER BOOST PROGRAM 45000 COMMUNITIES IN SCHOOLS 4383 NICHOLAS STREET OMAHA NE 68131 N/A PUBLIC CHARITY GENERAL FUNDS 48000 TEAMMATES MENTORING PROGRAM 6801 O STREET LINCOLN NE 68510 N/A PUBLIC CHARITY GENERAL FUNDS 50000 COMMUNITY RESOURCES FOUNDATION 89612 271ST ST NW STANWOOD WA 98292 N/A PUBLIC CHARITY GENERAL FUNDS 25000 TEAM READ PO BOX 94042 SEATTLE WA 98124 N/A PUBLIC CHARITY GENERAL FUNDS 35000 EASTER SEALS NEBRASKA 2727 W 2ND STREET 470 HASTINGS NE 68901 N/A PUBLIC CHARITY GENERAL FUNDS 40000 VLSN FUND - MIDLANDS COMMUNITY FOUNDATION PO BOX 34247 OMAHA NE 68134 N/A PUBLIC CHARITY GENERAL FUNDS 40000 THE DURHAM MUSEUM 801 S 10TH STREET OMAHA NE 68108 N/A PUBLIC CHARITY GENERAL FUNDS 25000 KIDSQUEST CHILDREN'S MUSEUM 1116 108TH AVE NE BELLEVUE WA 98004 N/A PUBLIC CHARITY GENERAL FUNDS 10000 BOY SCOUT TROOP 366 1325 WEST WALNUT HILL LANE IRVING TX 75015 N/A PUBLIC CHARITY TROOP 366 3000 JUMA VENTURES 1700 7TH AVE SEATTLE WA 98101 N/A PUBLIC CHARITY GENERAL FUNDS 5000 HAND IN HAND 14E CASINO ROAD SUITE E EVERETT WA 98208 N/A PUBLIC CHARITY GENERAL FUNDS 50000 AMARA 5907 MARTIN LUTHER KING JR WAY SOUTH SEATTLE WA 98118 N/A PUBLIC CHARITY GENERAL FUNDSGENERAL FUNDS 125000 SAVING GRACE PERISHABLE FOOD RESCUE 4611 S 96TH STREET OMAHA NE 68127 N/A PUBLIC CHARITY GENERAL FUNDS 75000 STEPHEN CENTER 5217 S 28TH STREET OMAHASTINGS NE 68107 N/A PUBLIC CHARITY GENERAL FUNDS 83990 OMAHA SALVATION ARMY 3612 CUMING STREET OMAHA NE 68131 N/A PUBLIC CHARITY GENERAL FUNDS 150000 CHILD SAVING INSTITUTE 4545 DODGE STREET OMAHA NE 68132 N/A PUBLIC CHARITY GENERAL FUNDS 100000 3584064 0 14 35776 14 310240 18 3199658 0 3545674 0 3545674 0 0 0 0 0 0 0 0 0 0 X X 1 DOROTHY H OLSON MARITAL TRUST 8401 WEST DODGE ROAD SUITE 256 OMAHA NE 68114 2249120 X 2 DOROTHY H OLSON MARITAL TRUST 8401 WEST DODGE ROAD SUITE 256 OMAHA NE 68114 5275215 X 3 LELAND J OLSON TRUST 8401 WEST DODGE ROAD SUITE 256 OMAHA NE 68114 1753238 X 4 LELAND J OLSON TRUST 8401 WEST DODGE ROAD SUITE 256 OMAHA NE 68114 56804672 X 5 LELAND J OLSON ESTATE 8401 WEST DODGE ROAD SUITE 256 OMAHA NE 68114 825264 X 2 SHARES OF VARIOUS STOCKS, BONDS AND EQUITIES. 5275215 2016-02-18 4 SHARES OF VARIOUS STOCKS, BONDS AND EQUITIES. 56804672 2016-02-18 ACCOUNTING FEES 7400 0 0 INVESTMENTS - BONDS 303862 361643 INVESTMENTS - CORP STOCK 51155705 72859874 INVESTMENTS - PREFERRED STOCK 0 0 INVESTMENTS - EQUITY FUNDS FMV 12896980 13123154 INVESTMENTS - FIXED INCOME FUNDS FMV 221342 220440 INVESTMENTS - CLOSELY HELD FMV 85175 96650 LEGAL FEES 46962 0 0 DIFFERENCE BETWEEN COST AND MARKET VALUE OF CONTRIBUTED ASSETS 6629570 INVESTMENT FEES 173185 173185 0 MEETING EXPENSES 5223 0 0 OFFICE EXPENSES 8604 0 0 WEBSITE DESIGN, DEVELOPMENT AND MAINTENANCE 8932 0 0 DIFFERENCE BETWEEN COST AND MARKET VALUE OF DISTRIBUTED ASSETS 306312 FOREIGN TAX 5416 5416 0 EXCISE TAX 10283 0 0