2012-06-08T13:32:44-05:00 2011-12-31 470677245 HBE BECKER MEYER LOVE LLP 7140 STEPHANIE LANE PO BOX 23110 LINCOLN NE 685423110 990 2011-01-01 363766015 LINCOLN FOUNDATION DONOR DIRECTED DEPOSITORY INC LINC 4024742345 215 CENTENNIAL MALL SOUTH STE 100 LINCOLN NE 68508 SCOTT LAWSON 4024742345 2012-05-15 1 KRYSTAL L SIEBRANDT CPA CFE P00543870 4024234343 2011 2016-02-24 21:20:13Z SCOTT LAWSON 215 CENTENNIAL MALL SOUTH STE 100 LINCOLN NE 68508 1360107 0 X WWW.LCF.ORG X 1991 NE TO RAISE MONEY AND GIFTS FROM DONOR MEMBERS OF THE GENERAL PUBLIC AND DISTRIBUTE SUCH FUNDS TO CHARITABLE ORGANIZATIONS WHICH ARE EXEMPT FROM INCOME TAX UNDER SEC 501(C)(3) OF THE CODE AND CLASSIFIED AS NON-PRIVATE FOUNDATIONS. THE DONORS MAY DIRECT THE DEPOSITORY TO DISTRIBUTE ITS, HIS OR HER DONATIONS TO ONE OR MORE SUCH QUALIFIED CHARITIES. 19 19 0 3 0 0 250549 718034 0 0 -559 -12561 0 0 249990 705473 759480 834253 0 0 0 0 0 0 0 1650 3065 761130 837318 -511140 -131845 2708812 2563922 0 0 2708812 2563922 X TO RAISE MONEY AND GIFTS FROM DONOR MEMBERS OF THE GENERAL PUBLIC AND DISTRIBUTE SUCH FUNDS TO CHARITABLE ORGANIZATIONS WHICH ARE EXEMPT FROM INCOME TAX UNDER SEC 501(C)(3) OF THE CODE AND CLASSIFIED AS NON-PRIVATE FOUNDATIONS. THE DONORS MAY DIRECT THE DEPOSITORY TO DISTRIBUTE ITS, HIS OR HER DONATIONS TO ONE OR MORE SUCH QUALIFIED CHARITIES. 0 0 834253 834253 GRANTS AND ALLOCATIONS TO NON-PROFIT CHARITABLE ORGANIZATIONS 834253 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X SCOTT LAWSON CFO 4024742345 215 CENTENNIAL MALL SOUTH SUITE 100 LINCOLN NE 68508 PATRICK BEANS 2.00 X X 0 0 0 CANDY HENNING 1.00 X X 0 0 0 CARL SJULIN 2.00 X X 0 0 0 ANGIE MUHLEISEN 1.00 X X 0 0 0 SUE QUAMBUSCH 3.00 X 0 0 0 DAVE LIVINGSTON JAN-FEB 1.00 X 0 0 0 WILL SCOTT JAN-FEB 1.00 X 0 0 0 LARRY SMALL JAN-FEB 1.00 X 0 0 0 CORI VOKOUN JAN-FEB 1.00 X 0 0 0 RICH BAILEY 1.00 X 0 0 0 HANK WOODS 1.00 X 0 0 0 JOHN BERGMEYER 1.00 X 0 0 0 JUAN FRANCO 1.00 X 0 0 0 JEFF JOHNSON 1.00 X 0 0 0 BILL OLSON 1.00 X 0 0 0 RICH VIERK 1.00 X 0 0 0 NANCY WIEDERSPAN 1.00 X 0 0 0 CHRISTINA BALL FEB-DEC 1.00 X 0 0 0 GENE CRUMP FEB-DEC 1.00 X 0 0 0 TODD DUNCAN FEB-DEC 1.00 X 0 0 0 CATHERINE LANG FEB-DEC 1.00 X 0 0 0 BILL MUELLER FEB-DEC 1.00 X 0 0 0 MARK WHITEHEAD FEB-DEC 1.00 X 0 0 0 MIKE YOUNG FEB-DEC 1.00 X 0 0 0 BARBARA BARTLE 40.00 X 0 137731 17536 PAULA METCALF 40.00 X 0 120273 12006 SCOTT LAWSON 40.00 X 0 88850 9956 SARAH PEETZ 40.00 X 0 71606 10872 0 418460 50370 0 0 1 0 0 718034 654634 718034 87 87 641986 654634 -12648 -12648 -12648 705473 -12648 0 87 834253 834253 3065 3065 837318 834253 3065 0 2708812 2563922 2708812 2563922 0 0 X 2708812 2563922 2708812 2563922 2708812 2563922 X -131845 -13045 X X 0 1 1 X 0 X 2565925 590267 291174 250549 718034 4415949 2565925 590267 291174 250549 718034 4415949 2007588 2408361 265384 153079 1671 87 420221 4836170 0.49800 0.59840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 705473 837318 -131845 -13045 -13045 -144890 692428 -13045 -13045 705473 0 705473 837318 0 837318 0 837318 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: LINCOLN FOUNDATION DONOR DIRECTED DEPOSITORY INC IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2011. THE ORGANIZATION BELEIVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 8 - OTHER ADJUSTMENTS: DEPOSITORY AND LINCOLN COMMUNITY FOUNDATION THERE WAS AN ADJUSTMENT TO NET ASSETS OF $(13,045) DUE TO AN -13,045. INTER-FUND TRANSFER BETWEEN LINCOLN FOUNDATATION DONOR DIRECTED PART XII, LINE 2D - OTHER ADJUSTMENTS: THERE WAS AN ADJUSTMENT TO NET ASSETS OF $(13,045) DUE TO AN INTER-FUND TRANSFER BETWEEN LINCOLN FOUNDATION DONOR DIRECTED DEPOSITS AND LINCOLN COMMUNITY FOUNDATION 1 BLESSED SACRAMENT CATHOLIC CHURCH 1720 LAKE ST LINCOLN NE 68502 470415802 501(C)(3) 35000 GENERAL PURPOSES CAMPUS CRUSADE FOR CHRIST C/O MILITARY MINISTRIES PO BOX 120124 NEWPORT NEWS VA 236120124 956006173 501(C)(3) 5000 GENERAL PURPOSES EPISCOPAL DIOCESE OF NEBRASKA 109 N 18TH ST OMAHA NE 68102 501(C)(3) 6854 GENERAL PURPOSES FIRST PLYMOUTH CONGREGATIONAL CHURCH 2000 D ST LINCOLN NE 68502 470376589 501(C)(3) 8212 KITCHEN RENOVATION PROJECT FOUNDATION TO DEFEND THE FIRST AMENDMENT 645 PENNSYLVANIA AVE SE STE 100 WASHINGTON DC 20003 222442295 501(C)(3) 10500 COMPUTER REPLACEMENT HAITI LUTHERAN MISSION SOCIETY PO BOX 22544 LINCOLN NE 68542 470727191 501(C)(3) 17700 GENERAL PURPOSES HOLY TRINITY EPISCOPAL CHURCH 6001 A ST LINCOLN NE 68510 501(C)(3) 7813 GENERAL PURPOSES IN TOUCH MINISTRIES INC 3836 DEKALB TECHNOLOGY PARKWAY ATLANTA GA 30357 581495310 501(C)(3) 17700 TO SUPORT UNITED STATES MINISTRIES KANEKO 1111 JONES ST OMAHA NE 68102 364261067 501(C)(3) 5000 GENERAL PURPOSES KINGDOM'S HARVEST INTERNATIONAL 9115 PIONEER CT LINCOLN NE 68520 743240568 501(C)(3) 30000 GENERAL PURPOSES MCKINNEY ASSOCIATION FOR THE GIFTED & TALENTED PO BOX 2175 MCKINNEY TX 750708166 752838508 501(C)(3) 5000 GENERAL PURPOSES NATURE CONSERVANCY - NEBRASKA CHAPTER 1025 LEAVENWORTH ST STE 100 OMAHA NE 68102 530242652 501(C)(3) 5000 GENERAL PURPOSES PEOPLE'S CITY MISSION 110 Q ST PO BOX 80666 LINCOLN NE 68501 470376896 501(C)(3) 6350 FOR FOOD PURCHASE RANDOLPH COUNTY YMCA 1521 E WASHINGTON ST WINCHESTER IN 47394 311120460 501(C)(3) 500000 GENERAL PURPOSES SHELDON ART ASSOCIATION SHELDON ART GALLERY BLDG 12TH R ST LINCOLN NE 68588 476026671 501(C)(3) 5000 COLLECTORS FORUM AND MEMORIAL SPIRIT OF HOPE LUTHERAN CHURCH 5801 NW 1ST ST LINCOLN NE 68521 501(C)(3) 18000 GENERAL PURPOSES AND ASSET PURCHASES THE MADONNA FOUNDATION 5401 SOUTH ST LINCOLN NE 68506 237159940 501(C)(3) 10500 CAPTIAL CAMPAIGN THE SALVATION ARMY 2625 POTTER ST PO BOX 30232 LINCOLN NE 68503 135562351 501(C)(3) 8900 GENERAL PURPOSES YMCA OF LINCOLN 570 FALLBROOK BLVD STE 210 LINCOLN NE 68521 470376578 501(C)(3) 45300 FALLBROOK YMCA PROJECT YOUTH FOR CHRIST USA INC PO BOX 4478 ENGLEWOOD CO 80155 362193619 501(C)(3) 5000 GENERAL PURPOSES 20 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE LINCOLN COMMUNITY FOUNDATION STAFF RESEARCH ALL CHARITIES THAT DONORS RECOMMEND FOR GRANTS. TO QUALIFY FOR A GRANT DISTRIBUTION, A PROSPECTIVE GRANTEE MUST BE ABLE TO SATISFY THE FOUNDATION'S DUE DILIGENCE REQUIREMENTS BEFORE A GRANT IS MADE. A PROSPECTIVE GRANTEE COMPLETES A FORMAL GRANT APPLICATION, WHICH INCLUDES SUPPLYING AUDITED FINANCIAL STATEMENTS, CURRENT 990S, BOARD OF DIRECTORS AND OFFICER LISTINGS. LINCOLN COMMUNITY FOUNDATION ALSO USES GUIDESTAR TO DETERMINE THAT THE POTENTIAL GRANTEE IS A QUALIFIED CHARITY IN GOOD STANDING. ONCE THE ORGANIZATION MEETS THE DUE DILIGENCE REQUIREMENTS, THE FOUNDATION ISSUES A CHECK TO THE ORGANIZATION. X 0 0 0 0 0 0 0 0 0 0 0 BARBARA BARTLE 0 137731 0 0 0 0 0 4578 0 12958 0 155267 0 0 PART I, LINE 1A SOCIAL CLUB DUES WERE PAID FOR THE PRESIDENT. SUPPLEMENTAL INFORMATION PART III THE ORGANIZATION RELIED ON LINCOLN COMMUNITY FOUNDATION INC TO ESTABLISH THE PRESIDENT'S COMPENSATION THROUGH THE FOLLOWING METHODS: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. X 10 654634 MARKET VALUE OF SECURITY 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION USES A LOCAL BROKERAGE FIRM TO SELL PUBLICLY TRADED SECURITIES THAT ARE RECEIVED. THE GIFT ACCEPTANCE POLICY STATES THAT GIFTED SECURITIES ARE NOT HELD, BUT RATHER ARE SOLD IMMEDIATELY. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD ASSIGNS THIS DUTY TO THE AUDIT COMMITTEE IN THE AUDIT COMMITTEE CHARTER. THE COMMITTEE REVIEWS A DRAFT OF THE FORM 990 ALONG WITH THE AUDIT REPORT. A COPY OF THE FORM 990 IS SENT TO ALL BOARD MEMBERS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND DIRECTORS ARE ASKED AT THE BEGINNING OF EACH QUARTERLY BOARD MEETING IF THERE ARE ANY CHANGES SINCE THEIR LAST DISCLOSURE. GRANT COMMITEE MEMBERS ARE ASKED TO ABSTAIN FROM VOTING ON ANY GRANT RECOMMENDATIONS WHERE THEY MAY HAVE A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE COMMITTEE (A BOARD COMMITTEE) MEETS ANNUALLY TO SET PAY INCREASES AS WELL AS PAY RAISES FOR ALL EMPLOYEES. THESE ARE BASED ON COMPARABILITY DATA. THE DECISIONS MADE BY THIS COMMITTEE ARE DOCUMENTED IN MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 LINCOLN FOUNDATION DONOR DIRECTED DEPOSITORY INC PLACES ITS AUDIT REPORT AND FORM 990 ON ITS WEBSITE FOR PUBLIC VIEWING. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE TO ANYONE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: DEPOSITORY AND LINCOLN COMMUNITY FOUNDATION THERE WAS AN ADJUSTMENT TO NET ASSETS OF $(13,045) DUE TO AN -13,045. INTER-FUND TRANSFER BETWEEN LINCOLN FOUNDATATION DONOR DIRECTED TOTAL TO FORM 990, PART XI, LINE 5: -13,045. FORM 990, PART XII, LINE 2C, AUDIT OVERSIGHT: THIS POLICY HAS NOT CHANGED FROM THE PRIOR YEAR. LINCOLN COMMUNITY FOUNDATION INC 215 CENTENNIAL MALL SOUTH SUITE 100 LINCOLN NE 68508 470458128 GRANTS AND ALLOCATIONS TO LOCAL NON-PROFIT ORGANIZATIONS NE 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0