LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LELAND J AND DOROTHY H OLSON CHARITABLE FOUNTATION (EIN 47-0748772)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-05
- IRS object ID
- 202523099349100807
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-05T08:57:54-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LELA | BusinessNameControlTxt |
| Phone | 4023999118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 542021 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTIAN OLSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4023911065 | PhoneNum |
| Signature | 2025-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANET OSBORN | PreparerPersonNm |
| PTIN | P00283478 | PTIN |
| Phone | 4023911065 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $142,324,536 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $127,987 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $127,987 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $543,642 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $543,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,806,863 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,198,442 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,806,863 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,478,492 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,478,492 | 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 | $50,288 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $50,288 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,230 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,230 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $164,191 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,191 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,006,641 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $923,370 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $83,271 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,231,350 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $938,561 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $143,789 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,455,922 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,455,922 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,687,272 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $938,561 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,599,711 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,208,780 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,539,931 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $487,597 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $384,432 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $384,432 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $39,185,423 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,616,066 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $120,651,875 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,803,219 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,094,281 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,288,229 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $49,476,239 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,094,779 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $142,324,536 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $46,892,353 | CapitalStockBOYAmt |
| Capital Stock EOY | $45,683,573 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,583,886 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,411,206 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,476,239 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,094,779 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,476,239 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,094,779 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,476,239 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,208,780 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,827,320 | OtherIncreasesAmt |
| Subtotal | $51,094,779 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,094,779 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (71 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| AAON INC COM | 2024-05-01 | $77,655 | $48,911 | $28,744 | $28,744 | |
| AZZ INC COM | 2024-05-02 | $116,303 | $56,452 | $59,851 | $59,851 | 2023-05-16 |
| APTARGROUP INC COM | 2024-05-02 | $48,983 | $39,872 | $9,111 | $9,111 | |
| BWX TECHNOLOGIES INC COM | 2024-05-01 | $36,157 | $23,325 | $12,832 | $12,832 | |
| CABLE ONE INC COM | 2024-05-01 | $133,100 | $197,525 | -$64,425 | -$64,425 | |
| CASEYS GEN STORES INC COM | 2024-05-01 | $33,236 | $23,618 | $9,618 | $9,618 | |
| CHEMED CORP NEW COM | 2024-05-01 | $55,377 | $52,820 | $2,557 | $2,557 | |
| COGNEX CORP COM | 2024-05-01 | $33,907 | $36,967 | -$3,060 | -$3,060 | |
| COMPASS MINERALS INTL INC COM | 2024-05-02 | $27,027 | $65,258 | -$38,231 | -$38,231 | 2023-05-16 |
| DONEGAL GROUP INC CL A | 2024-05-09 | $19,820 | $22,143 | -$2,323 | -$2,323 | 2023-05-16 |
| DOUGLAS DYNAMICS INC COM | 2024-05-02 | $28,721 | $31,395 | -$2,674 | -$2,674 | 2024-02-28 |
| ERIE INDTY CO CL A | 2024-05-01 | $56,212 | $31,987 | $24,225 | $24,225 | 2023-07-28 |
| FTI CONSULTING INC COM | 2024-05-01 | $49,147 | $40,131 | $9,016 | $9,016 | |
| FRANKLIN COVEY CO COM | 2024-04-04 | $9,858 | $12,101 | -$2,243 | -$2,243 | 2023-08-09 |
| GENERAC HLDGS INC COM | 2024-09-26 | $134,611 | $106,847 | $27,764 | $27,764 | 2024-02-21 |
| HAWKINS INC COM | 2024-05-02 | $16,717 | $9,342 | $7,375 | $7,375 | 2023-05-16 |
| HILLENBRAND INC COM | 2024-05-01 | $27,531 | $28,454 | -$923 | -$923 | |
| JOHNSON OUTDOORS INC CL A | 2024-01-30 | $14,494 | $15,109 | -$615 | -$615 | 2023-12-08 |
| KNIFE RIV HLDG CO COMMON STOCK | 2024-05-01 | $24,913 | $11,717 | $13,196 | $13,196 | 2023-05-19 |
| MDU RES GROUP INC COM | 2024-05-01 | $137,856 | $111,489 | $26,367 | $26,367 | |
| NVE CORP COM NEW | 2024-05-10 | $9,984 | $11,431 | -$1,447 | -$1,447 | 2023-08-09 |
| NATIONAL RESH CORP COM NEW | 2024-05-09 | $30,685 | $40,984 | -$10,299 | -$10,299 | 2023-08-09 |
| NEXSTAR MEDIA GROUP INC COMMON STOCK | 2024-05-01 | $31,123 | $30,642 | $481 | $481 | 2023-09-14 |
| PAYPAL HLDGS INC COM | 2024-03-11 | $120,000 | $124,722 | -$4,722 | -$4,722 | 2023-05-23 |
| REX AMERICAN RES CORP COM | 2024-05-01 | $13,795 | $7,532 | $6,263 | $6,263 | 2023-05-19 |
| ROLLINS INC COM | 2024-05-01 | $62,085 | $48,936 | $13,149 | $13,149 | |
| SCHOLASTIC CORP COM | 2024-05-10 | $43,694 | $52,370 | -$8,676 | -$8,676 | 2023-08-09 |
| STEWART INFORMATION SVCS CORP COM | 2024-05-02 | $62,074 | $45,263 | $16,811 | $16,811 | 2023-08-09 |
| VALMONT INDS INC COM | 2024-05-01 | $30,189 | $29,713 | $476 | $476 | 2023-11-03 |
| WILEY JOHN & SONS INC CL A | 2024-05-07 | $58,997 | $50,646 | $8,351 | $8,351 | 2023-05-31 |
| JAMES RIV GROUP LTD COM | 2024-05-02 | $28,869 | $57,466 | -$28,597 | -$28,597 | 2023-05-16 |
| AAON INC COM | 2024-05-01 | $18,454 | $9,980 | $8,474 | $8,474 | |
| ALPHABET INC CAP STK CL C | 2024-07-31 | $627,865 | $178,733 | $449,132 | $449,132 | 2017-03-31 |
| APPLE INC COM | 2024-09-26 | $1,157,651 | $113,536 | $1,044,115 | $1,044,115 | 2013-11-06 |
| APTARGROUP INC COM | 2024-05-01 | $24,045 | $18,510 | $5,535 | $5,535 | |
| BWX TECHNOLOGIES INC COM | 2024-12-06 | $66,291 | $33,656 | $32,635 | $32,635 | 2021-08-19 |
| BLACKROCK INC COM | 2024-08-27 | $88,556 | $50,203 | $38,353 | $38,353 | 2018-07-11 |
| CABLE ONE INC COM | 2024-02-21 | $107,317 | $386,352 | -$279,035 | -$279,035 | |
| CASEYS GEN STORES INC COM | 2024-08-27 | $400,782 | $235,966 | $164,816 | $164,816 | 2021-05-27 |
| CHEMED CORP NEW COM | 2024-05-01 | $26,832 | $23,408 | $3,424 | $3,424 | |
| COGNEX CORP COM | 2024-05-01 | $8,876 | $10,236 | -$1,360 | -$1,360 | 2023-02-17 |
| COMPASS MINERALS INTL INC COM | 2024-05-01 | $2,644 | $7,054 | -$4,410 | -$4,410 | 2023-04-12 |
| DONEGAL GROUP INC CL A | 2024-05-21 | $23,870 | $27,031 | -$3,161 | -$3,161 | 2023-05-16 |
| EDWARDS LIFESCIENCES CORP COM | 2024-05-06 | $340,084 | $333,330 | $6,754 | $6,754 | |
| FTI CONSULTING INC COM | 2024-05-01 | $10,851 | $10,090 | $761 | $761 | 2023-03-13 |
| FRANKLIN COVEY CO COM | 2024-04-04 | $4,892 | $4,879 | $13 | $13 | 2023-03-30 |
| GENERAC HLDGS INC COM | 2024-09-26 | $149,048 | $211,903 | -$62,855 | -$62,855 | |
| HAWKINS INC COM | 2024-05-02 | $51,343 | $26,954 | $24,389 | $24,389 | 2023-01-30 |
| HILLENBRAND INC COM | 2024-04-04 | $13,610 | $12,948 | $662 | $662 | |
| HOME DEPOT INC COM | 2024-03-11 | $370,961 | $159,133 | $211,828 | $211,828 | |
| MICROSOFT CORP COM | 2024-12-06 | $88,581 | $50,060 | $38,521 | $38,521 | 2021-05-27 |
| NVE CORP COM NEW | 2024-05-07 | $10,752 | $9,953 | $799 | $799 | 2023-01-27 |
| NATIONAL RESH CORP COM NEW | 2024-05-02 | $4,427 | $5,748 | -$1,321 | -$1,321 | 2023-04-12 |
| NVIDIA CORP COM | 2024-09-26 | $753,376 | $150,077 | $603,299 | $603,299 | 2022-08-01 |
| PALO ALTO NETWORKS INC COM | 2024-08-27 | $350,218 | $119,004 | $231,214 | $231,214 | |
| PAYPAL HLDGS INC COM | 2024-03-11 | $180,001 | $134,161 | $45,840 | $45,840 | |
| REX AMERICAN RES CORP COM | 2024-04-04 | $12,990 | $7,210 | $5,780 | $5,780 | |
| SCHOLASTIC CORP COM | 2024-05-03 | $21,772 | $21,833 | -$61 | -$61 | 2023-03-24 |
| SERVICENOW INC COM | 2024-09-26 | $262,346 | $136,848 | $125,498 | $125,498 | |
| STEWART INFORMATION SVCS CORP COM | 2024-04-02 | $14,600 | $10,058 | $4,542 | $4,542 | 2023-02-09 |
| THERMO FISHER CORP COM | 2024-08-27 | $244,231 | $124,949 | $119,282 | $119,282 | 2016-10-06 |
| UNION PAC CORP COM | 2024-08-27 | $125,026 | $62,175 | $62,851 | $62,851 | |
| UNITEDHEALTH GROUP INC COM | 2024-08-27 | $146,692 | $102,795 | $43,897 | $43,897 | 2021-05-27 |
| VISA INC COM CL A | 2024-04-22 | $108,290 | $90,697 | $17,593 | $17,593 | 2021-05-27 |
| WILEY JOHN & SONS INC CL A | 2024-05-03 | $14,892 | $15,205 | -$313 | -$313 | |
| JAMES RIV GROUP LTD COM | 2024-05-01 | $2,601 | $5,912 | -$3,311 | -$3,311 | 2023-04-12 |
| ALPHABET INC CAP STK CL C | 2024-09-26 | $251,601 | $20,986 | $230,615 | $230,615 | 2010-03-26 |
| BERKSHIRE HATHAWAY INC CL A | 2024-10-29 | $6,351,934 | $1,931,735 | $4,420,199 | $4,420,199 | 2010-06-30 |
| BERKSHIRE HATHAWAY INC DEL CL B | 2024-08-27 | $115,158 | $29,269 | $85,889 | $85,889 | |
| MASTERCARD INC CL A | 2024-06-25 | $1,044,790 | $42,176 | $1,002,614 | $1,002,614 | 2007-10-31 |
| VISA INC COM CL A | 2024-04-22 | $27,072 | $1,658 | $25,414 | $25,414 | 2008-04-17 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,806,863 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $118,705 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $118,705 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $118,705 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $124,490 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $80,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $204,490 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $85,785 | OverpaymentAmt |
| Applied To ES Tax | $85,785 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.OLSONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BRIDGES TRUST | IndividualWithBooksNm |
| Phone | 4023938300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 542021 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTIAN OLSON | ||||||||
| PO BOX 542021 | OMAHA | NE | 68154 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| KAREN OLSON | ||||||||
| PO BOX 542021 | OMAHA | NE | 68154 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAVID OLSON | ||||||||
| PO BOX 542021 | OMAHA | NE | 68154 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| NANCY OLSON | ||||||||
| PO BOX 542021 | OMAHA | NE | 68154 | TREASURER | 2.00 | $0 | $0 | $0 |
| KENDRA SWANSON | ||||||||
| PO BOX 542021 | OMAHA | NE | 68154 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MITCH SWANSON | ||||||||
| PO BOX 542021 | OMAHA | NE | 68154 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LYNN SCOTT | ||||||||
| PO BOX 542021 | OMAHA | NE | 68154 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CATHERINE OLSON | ||||||||
| PO BOX 542021 | OMAHA | NE | 68154 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $139,700,028 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,347,948 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $142,047,976 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $142,047,976 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,130,720 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $139,917,256 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,995,863 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,995,863 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $118,705 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $118,705 | TotalTaxAmt |
| Distributable Before Adj | $6,877,158 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,877,158 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,877,158 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,599,711 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,599,711 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,877,158 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $852,032 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $853,740 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,648,436 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,683,583 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,283,544 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,321,335 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,599,711 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,877,158 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,722,553 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,043,888 | 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 | $852,032 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,191,856 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $853,740 | ExcessFromYear4Amt |
| Excess From Year3 | $1,648,436 | ExcessFromYear3Amt |
| Excess From Year2 | $3,683,583 | ExcessFromYear2Amt |
| Excess From Year1 | $4,283,544 | ExcessFromYear1Amt |
| Excess From Current Year | $2,722,553 | 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 | |||||||
| 13333 CALIFORNIA STREET SUITE 500 | OMAHA | NE | 68154 | 4023938300 | LARGE GRANTS OF $50,000 OR HIGHER - SEE THE ORGANIZATION'S WEBSITE FOR THE LARGE GRANTS PROCESS. | SEE ORGANIZATION'S WEBSITE FOR APPLICATION REQUIREMENTS. | SEE ORGANIZATION'S WEBSITE. |
| THE LELAND DOROTHY OLSON FOUNDATION | |||||||
| 1125 SOUTH 103RD STREET SUITE 580 | OMAHA | NE | 68124 | 4023938300 | SMALL GRANTS BELOW $35,000 - SEE THE ORGANIZATION'S WEBSITE FOR THE SMALL GRANTS PROCESS. | SEE ORGANIZATION'S WEBSITE FOR APPLICATION REQUIREMENTS. | SEE ORGANIZATION'S WEBSITE. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABIDE OMAHA | |||||||
| 3223 N 45TH STREET | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $68,000 |
| ANGELS AMONG US | |||||||
| 220 N 89TH ST | OMAHA | NE | 68114 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $25,000 |
| ARLINGTON EDUCATION FOUNDATION | |||||||
| 135 S FRENCH AVE | ARLINGTON | WA | 98223 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| ARLINGTON KIDS' KLOSET | |||||||
| 135 S FRENCH AVE | ARLINGTON | WA | 98223 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $20,000 |
| ARROWHEAD RANCH FOUNDATION | |||||||
| 615 ARROWHEAD RD | CAMANO | WA | 98282 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $36,000 |
| ASSITANCE LEAGUE OF OMAHA | |||||||
| 3569 LEAVENWORTH STREET | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $43,000 |
| AVENUE SCHOLARS | |||||||
| 7101 MERCY ROAD STE 240 | OMAHA | NE | 68106 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $150,000 |
| BANISTER'S LEADERSHIP ACADEMY | |||||||
| 6677 SORENSEN PKWY | OMAHA | NE | 68152 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $53,000 |
| BIKE WORKS | |||||||
| 3715 S HUDSON ST 111 | SEATTLE | WA | 98118 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $150,000 |
| BLACK HEALING FUND | |||||||
| 1323 AVE D 1918 | SNOHOMISH | WA | 29291 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $35,000 |
| BOYS & GIRLS CLUBS OF KING COUNTY | |||||||
| 220 W MERCER ST | SEATTLE | WA | 98119 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $70,000 |
| BRANCHED OAK OBSERVATORY | |||||||
| 14300 NW 98TH ST | RAYMOND | NE | 68428 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 |
| CAMANO SENIOR SERVICES ASSOCIATION | |||||||
| 606 ARROWHEAD RD | CAMANO ISLAND | WA | 98282 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $38,000 |
| CAMP QUALITY USA INC | |||||||
| 5455 GULL RD STE D 246 | KALAMAZOO | MI | 49048 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $23,000 |
| CAROLE'S HOUSE OF HOPE | |||||||
| 7815 HARNEY STREET | OMAHA | NE | 68114 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $45,000 |
| CASA FOR DOUGLAS COUNTY | |||||||
| 2412 ST MARYS AVENUE | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $150,000 |
| CHICANO AWARENESS CENTER | |||||||
| 4821 S 24TH STREET | OMAHA | NE | 68107 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $35,000 |
| CHILD ADVOCACY CENTER OF SNOHOMISH | |||||||
| 1509 CALIFORNIA STREET | EVERETT | WA | 98201 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $28,000 |
| CHILD SAVING INSTITUTE | |||||||
| 4545 DODGE STREET | OMAHA | NE | 68132 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $150,000 |
| COMMUNITY FOUNDATION OF SNOHOMISH COUNTY | |||||||
| 2823 ROCKEFELLER AVE | EVERETT | WA | 98201 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $420,000 |
| COMMUNITY RESOURCES FOUNDATION | |||||||
| 9612 271ST ST NW | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $150,000 |
| COMPANIS MISSION WORKERS ASSOCIATION | |||||||
| 1111 HARVARD AVE | SEATTLE | WA | 98122 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $24,000 |
| COMPLETELY KIDS | |||||||
| 2566 ST MARYS AVE | OMAHA | NE | 68105 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $400,000 |
| CRCC NORTHWEST | |||||||
| 2010 N 88TH STREET | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $364,435 |
| DREAM | |||||||
| 6052 WENNINGHOFF RD | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $55,000 |
| EDUCARE OF OMAHA | |||||||
| 2123 PAUL ST | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $47,000 |
| FOOD BANK FOR THE HEARTLAND | |||||||
| 10525 J STREET | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $826,926 |
| FOSTER CARE CLOSET | |||||||
| 643 S 25TH ST | LINCOLN | NE | 68510 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $27,000 |
| FREEDOM PARK ASSOCIATION | |||||||
| HWY 532 E NORTH CAMANO DR | CAMANO ISLAND | WA | 98282 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $32,000 |
| GIRLS INCORPORATED OF OMAHA | |||||||
| 2811 N 45TH STREET | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $70,000 |
| HEART MINISTRY CENTER | |||||||
| 2222 BINNEY STREET | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $85,000 |
| HEARTLAND FAMILY SERVICE | |||||||
| 2101 SO 42ND STREET | OMAHA | NE | 681052909 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $25,000 |
| HEARTLAND HOPE MISSION | |||||||
| 2021 U ST | OMAHA | NE | 68107 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $64,000 |
| HOPE CENTER FOR KIDS | |||||||
| 2200 N 20TH STREET | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $70,000 |
| HOUSING HOPE | |||||||
| 5830 EVERGREEN WY | EVERETT | WA | 98203 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $27,000 |
| KIDS CAN COMMUNITY CENTER | |||||||
| 4860 Q STREET | OMAHA | NE | 68117 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $35,000 |
| LEGAL AID OF NEBRASKA | |||||||
| 209 S 19TH STREET STE 200 | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $80,000 |
| LINCOLN HILL RETIREMENT COMMUNITY | |||||||
| 7430 276TH ST NW | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| LITTLE RED SCHOOL HOUSE | |||||||
| 21730 LAURA ST | GRETNA | NE | 68028 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $46,000 |
| LUTHERAN FAMILY SERVICES | |||||||
| 11807 Q ST | OMAHA | NE | 68137 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $57,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 1005 S 107TH AVE | OMAHA | NE | 68114 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $75,000 |
| MICAH HOUSE | |||||||
| 1415 AVENUE J | COUNCIL BLUFFS | IA | 51501 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $68,000 |
| NEBRASKA HUMANE SOCIETY | |||||||
| 8929 FORT STREET | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $105,000 |
| NEBRASKA YOUTH JUSTICE INITIATIVE | |||||||
| 5020 GRAND AVE | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $35,000 |
| NORTHSTAR FOUNDATION | |||||||
| 4242 N 49TH STREET | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $58,000 |
| OMAHA BRIDGES OUT OF POVERTY | |||||||
| 4343 N 52ND ST | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| OMAHA PARKS FOUNDATION INC | |||||||
| PO BOX 31369 | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $20,000 |
| OPEN DOOR MISSION | |||||||
| 2828 N 23RD STREET E | OMAHA | NE | 68110 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $75,000 |
| OUTLOOK NEBRASKA INC | |||||||
| 4125 S 72ND STREET | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| PLANNED PARENTHOOD OF THE HEARTLAND | |||||||
| 3105 N 93RD ST | OMAHA | NE | 68134 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $35,000 |
| PROJECT HOUSEWORKS | |||||||
| 2316 S 24TH STREET | OMAHA | NE | 68108 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $150,000 |
| QUALITY LIVING INC | |||||||
| 6404 N 70TH PLAZA | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $59,000 |
| SAFE HARBOR FREE CLINIC | |||||||
| 7209 265TH SUITE 203 | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $33,000 |
| SALVATION ARMY | |||||||
| 3612 CUMING STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $1,150,000 |
| SANIBEL-CAPTIVA CONSERVATION | |||||||
| 3333 SANIBEL CAPTIVA RD | SANIBEL | FL | 339573100 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| SANTA MONICA HOUSE | |||||||
| 130 N 39TH STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $33,000 |
| SAVING GRACE PERISHABLE FOOD RESCUE | |||||||
| 4611 S 96TH STREET | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $100,000 |
| SECOND CHANCE OUTREACH | |||||||
| 1405 HARNEY ST | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $47,000 |
| SIENA FRANCIS HOUSE | |||||||
| 1702 NICHOLAS STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $150,000 |
| SKAGIT ADULT DAY PROGRAM | |||||||
| 116 N SKAGIT ST | BURLINGTON | WA | 98233 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $9,000 |
| SPECIAL OLYMPICS NEBRASKA INC | |||||||
| 9427 F ST | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $24,000 |
| STANWOOD CAMANO AREA FOUNDATION | |||||||
| 26911 98TH DR NW SUITE A | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $1,011,409 |
| STANWOOD CAMANO ARTS | |||||||
| PO BOX 2528 | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $536,000 |
| STANWOOD CAMANO YMCA | |||||||
| 7213 267TH ST | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| STANWOOD COMMUNITY PRESCHOOL | |||||||
| 27027 102ND DR NW | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $12,000 |
| STANWOOD HIGH SCHOOL AAAA BOOSTER CLUB | |||||||
| PO BOX 1366 | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $15,000 |
| STANWOOD LACROSSE | |||||||
| 7400 272ND ST NW | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| STEPHEN CENTER INC | |||||||
| 2723 Q STREET | OMAHA | NE | 68107 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $50,000 |
| TEAMMATES MENTORING PROGRAM | |||||||
| 6801 O STREET | LINCOLN | NE | 68510 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $150,000 |
| THE CARING PLACE | |||||||
| 9928 272ND PI NW | STANWOOD | WA | 98292 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $25,000 |
| THE ROSE THEATRE | |||||||
| 2001 FARNAM STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| TOGETHER INC OF METROPOLITAN OMAHA | |||||||
| 812 S 24TH STREET | OMAHA | WA | 68108 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $75,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $225,425 |
| UTSALADY BOOSTER CLUB | |||||||
| 608 ARROWHEAD RD | CAMANO ISLAND | WA | 98282 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $20,000 |
| WESTSIDE FOUNDATION | |||||||
| 1101 S 90 STREET | OMAHA | NE | 68124 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $454,351 |
| WHISPERING ROOTS | |||||||
| 4104 S 90TH STREET | OMAHA | NE | 68127 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $50,000 |
| YMCA OF GREATER OMAHA | |||||||
| 430 S 20TH STREET | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $35,000 |
| YOUNG MEN'S CHRISTIAN ASSOCIATION | |||||||
| 430 S 20TH ST | OMAHA | NE | 68102 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $33,000 |
| YOUTH CARE & BEYOND | |||||||
| 5525 HARTMANN AVE | OMAHA | NE | 68104 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $20,000 |
| YOUTH EMERGENCY SERVICES | |||||||
| 2679 FARNAM STREET | OMAHA | NE | 68131 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $412,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,455,922 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127,987 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $543,642 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,806,863 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,478,492 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,478,492 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,230 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,230 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORP STOCK | StockNm |
| EOY Book Value | $34,616,066 | EOYBookValueAmt |
| EOYFMV | $120,651,875 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS - EXCHANGE TRADED FUNDS | AT COST | $11,843,222 | $17,037,170 |
| BRIDGES PRIVATE EQUITY FUND I - K-1 | AT COST | $4,251,059 | $4,251,059 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $50,288 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50,288 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $345,911 | $345,911 | $0 |
| WEBSITE DESIGN AND DEVELOPMENT | $10,000 | $0 | $10,000 |
| MEETING EXPENSES | $5,171 | $0 | $5,171 |
| PHILANTHROPY SERVICES | $67,960 | $0 | $67,960 |
| BRIDGES PRIVATE EQUITY FUND I - K-1 - ORDINARY BUSINESS LOSS | $34,167 | $34,167 | $0 |
| BRIDGES PRIVATE EQUITY FUND I - K-1 - CHARITABLE CONTRIBUTIONS | $140 | $0 | $140 |
| BRIDGES PRIVATE EQUITY FUND I - K-1 - INVESTMENT INTEREST EXPENSE | $48,036 | $48,036 | $0 |
| BRIDGES PRIVATE EQUITY FUND I - K-1 - PORTFOLIO DEDUCTIONS | $495,256 | $495,256 | $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 | $2,827,320 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $15,191 | $15,191 | $0 |
| EXCISE TAX | $149,000 | $0 | $0 |
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