2023-05-14T10:51:50-05:00 2022-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2022-01-01 364071890 AMY L SCOTT FAMILY FOUNDATION AMYL 4025021122 10340 NORTH 84TH STREET OMAHA NE 681222216 CHRISTI ANNIN DIRECTOR OF FINANCE 4025021122 2023-05-12 1 CHRISTI ANNIN 999009999 0 JAMES J TICHOTA P00573913 4024968800 2023-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMY L SCOTT 10340 NORTH 84TH STREET OMAHA NE 68122 8742771 0 X N/A X 1995 NE THE MISSION OF THE FOUNDATION IS TO DISTRIBUTE FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION AND SOCIAL SERVICES 5 5 0 5 0 0 0 0 0 0 1812509 854514 27300 50490 1839809 905004 512750 991500 0 0 0 0 0 0 0 272053 269416 784803 1260916 1055006 -355912 51586926 47894227 312723 423027 51274203 47471200 THE MISSION OF THE FOUNDATION IS TO DISTRIBUTE FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION AND SOCIAL SERVICES 0 0 1064554 991500 THE FOUNDATION WAS ORGANIZED AND IS OPERATED GENERALLY FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF, THE OMAHA COMMUNITY FOUNDATION. THE OMAHA COMMUNITY FOUNDATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE OF THE CITIZENS OF THE GREATER OMAHA AREA BY IDENTIFYING AND ADDRESSING CURRENT ANTICIPATED NEEDS AND RAISING, MANAGING, AND DISTRIBUTING FUNDS. IN ADDITION, THE FOUNDATION DISTRIBUTES FUNDS TO OTHER CHARITABLE ORGANIZATIONS. 1064554 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X CHRISTI ANNIN 4025021122 10340 NORTH 84TH ST OMAHA NE 681222216 AMY SCOTT DIRECTOR (CHAIRMAN) 1.00 X X 0 0 0 CYNDY PEACOCK TREASURER 1.00 X 0 0 0 DAVID KARIMI DIRECTOR 1.00 X 0 0 0 JEANIE JONES DIRECTOR 1.00 X 0 0 0 TRACI HARRISON DIRECTOR 1.00 X 0 0 0 CALVIN SISSON PRESIDENT & CEO 1.00 39.00 X 0 791842 37352 RICHARD EAKIN VICE PRESIDENT 1.00 39.00 X 0 238743 16700 CHRISTI ANNIN DIRECTOR OF FINANCE 1.00 39.00 X 0 229109 34800 ANNE FOLKERS SECRETARY 1.00 39.00 X 0 182427 31200 0 1442121 120052 0 0 1 0 0 1109303 1109303 7582978 7837767 -254789 -254789 -254789 OTHER INCOME 900099 50490 50490 50490 905004 0 0 905004 991500 991500 100000 50000 50000 948 474 474 15700 7850 7850 128038 128038 CONSULTING FEES 20000 10000 10000 PV ADJUSTMENT 3805 3805 OTHER 925 925 1260916 1064554 196362 0 559612 174557 50663910 47298130 363404 421540 51586926 47894227 312723 423027 312723 423027 X 51274203 47471200 51274203 47471200 51586926 47894227 -355912 -3447091 0 X X 0 1 X 1 0 X X 1 OMAHA COMMUNITY FOUNDATION 470645958 8 1 991500 0 1 991500 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART I, LINE 12G OMAHA COMMUNITY FOUNDATION (OCF), THE AMY L. SCOTT FOUNDATION'S SUPPORTED ORGANIZATION, CONTROLS THE BOARD OF THE AMY L. SCOTT FOUNDATION THROUGH ITS APPOINTMENT OF A MAJORITY OF THE MEMBERS OF THE AMY L. SCOTT FOUNDATION'S BOARD. OCF'S PRIMARY PURPOSE IS TO FUND CHARITABLE PROGRAMS AND ORGANIZATIONS PRIMARILY SERVING THE OMAHA/METRO AREA, SOUTHEAST NEBRASKA AND SOUTHWEST IOWA. THEREFORE, THE DISTRIBUTIONS MADE BY THE AMY L. SCOTT FOUNDATION TO VARIOUS NONPROFITS AS DETERMINED BY ITS BOARD, WHICH IS CONTROLLED BY OCF APPOINTEES, CONSTITUTES DISTRIBUTIONS TO MEMBERS OF THE CHARITABLE CLASS BENEFITTED BY OCF. CONSEQUENTLY, ALL OF THE DISTRIBUTIONS MADE, WHETHER DIRECTLY TO OCF, OR TO ORGANIZATIONS CHOSEN BY THE AMY L. SCOTT FOUNDATION'S OCF CONTROLLED BOARD, CONSTITUTE SUPPORT TO OCF, ITS SUPPORTED ORGANIZATION. 0 X -2670125 -3447092 -3447092 776967 128038 128038 905005 1132878 0 1132878 128038 128038 1260916 PART X, LINE 2: THE FOUNDATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. AT DECEMBER 31, 2022 AND 2021, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 128,038. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 128,038. 1 A TIME TO HEAL 8707 WEST CENTER RD STE 101 OMAHA NE 68124 270297726 501(C)(3) 20000 0 PROGRAM SUPPORT CATHOLIC CHARITIES 9223 BEDFORD AVE OMAHA NE 68134 530196617 501(C)(3) 15000 0 CAPITAL CAMPAIGN CHILDREN'S HOSPITAL & MEDICAL CENTER FOUNDATION 8404 INDIAN HILLS DR STE 650 OMAHA NE 68114 476105603 501(C)(3) 205000 0 EVENT & CAPITAL CAMPAIGNS COLLEGE OF SAINT MARY 7000 MERCY ROAD OMAHA NE 68106 470424785 501(C)(3) 25000 0 PROGRAM SUPPORT COLORADO STATE UNIVERSITY FOUNDATION 410 UNIVERSITY SERVICES CENTER FORT COLLINS CO 805239100 237098397 501(C)(3) 6500 0 PROGRAM SUPPORT COMPLETELY KIDS 2566 ST MARYS AVE OMAHA NE 68105 275111197 501(C)(3) 10000 0 PROGRAM SUPPORT CROHN'S & COLITIS FOUNDATION OF AMERICA 3606 N 156TH ST 176 OMAHA NE 68116 136193105 501(C)(3) 10000 0 OTHER DIBS FOR KIDS 1111 N 13TH ST STE 426 OMAHA NE 68102 464220509 501(C)(3) 15000 0 PROGRAM SUPPORT DONORSCHOOSEORG 134 W 37TH STREET 11TH FLOOR NEW YORK NY 100186938 134129457 501(C)(3) 175000 0 PROGRAM SUPPORT FONTENELLE FOREST 1111 BELLEVUE BLVD N BELLEVUE NE 68005 476026109 501(C)(3) 100000 0 OTHER LAURITZEN GARDENS 100 BANCROFT ST OMAHA NE 68108 470659701 501(C)(3) 12500 0 EVENT NEBRASKA CHILDREN AND FAMILIES FOUNDATION 215 CENTENNIAL MALL SOUTH STE 200 LINCOLN NE 68508 911829974 501(C)(3) 10000 0 PROGRAM SUPPORT NEBRASKA METHODIST HOSPITAL FOUNDATION 8701 WEST DODGE RD STE 450 OMAHA NE 68114 470595345 501(C)(3) 15000 0 CAPITAL CAMPAIGN NEBRASKA SHAKESPEARE 1111 N 13TH STREET SUITE 141 OMAHA NE 681780133 470699092 501(C)(3) 10000 0 PROGRAM SUPPORT OMAHA CHILDREN'S MUSEUM 500 SOUTH 20 STREET OMAHA NE 68102 470594056 501(C)(3) 10000 0 PROGRAM SUPPORT OMAHA HOME FOR BOYS 4343 N 52ND ST OMAHA NE 68104 470376529 501(C)(3) 40000 0 PROGRAM SUPPORT OMAHA PUBLIC LIBRARY FOUNDATION 215 S 15TH ST OMAHA NE 68102 363411575 501(C)(3) 15000 0 OTHER PONCA HILLS VOLUNTEER FIRE DEPARTMENT PO BOX 12085 OMAHA NE 68112 470645842 501(C)(4) 14000 0 PROGRAM SUPPORT SHELTERING TREE INC PO BOX 4990 OMAHA NE 68104 030605993 501(C)(3) 40000 0 CAPITAL CAMPAIGN THE DURHAM MUSEUM 801 S 10TH ST OMAHA NE 68108 470556061 501(C)(3) 30000 0 PROGRAM SUPPORT THE GREENWAY FOUNDATION INC 1800 PLATTE STREET DENVER CO 802021183 510193575 501(C)(3) 6500 0 EVENT THE SALVATION ARMY 10755 BURT STREET OMAHA NE 68114 362167910 501(C)(3) 12000 0 PROGRAM SUPPORT UNIVERSITY OF DENVER 2199 S UNIVERSITY BLVD DENVER CO 80210 840404231 501(C)(3) 85000 0 CAPITAL CAMPAIGN UNIVERSITY OF NEBRASKA FOUNDATION 1010 LINCOLN MALL SUITE 300 LINCOLN NE 68508 470379839 501(C)(3) 93000 0 PROGRAM SUPPORT 32 PART I, LINE 2: BEFORE A GRANT IS GIVEN, GRANTEES OVER A CERTAIN AMOUNT SIGN A WRITTEN CONTRACT THAT STIPULATES AN ANNUAL REPORTING REQUIREMENT DETAILING HOW THE GRANT WAS UTILIZED. IF A REPORT IS NOT RECEIVED, THE FOUNDATION WILL FOLLOW UP WITH THE GRANTEE. IF A GRANTEE IS DELINQUENT, FUTURE GRANTS MAY BE IN JEOPARDY. THIS PROCESS IS MONITORED CLOSELY BY THE BOARD. 0 0 0 0 0 0 0 0 0 CALVIN SISSON PRESIDENT & CEO 0 389881 0 401961 0 0 0 12200 0 25152 0 829194 0 0 CHRISTI ANNIN DIRECTOR OF FINANCE 0 179109 0 50000 0 0 0 9600 0 25200 0 263909 0 0 RICHARD EAKIN VICE PRESIDENT 0 178743 0 60000 0 0 0 7400 0 9300 0 255443 0 0 ANNE FOLKERS SECRETARY 0 144369 0 38058 0 0 0 6000 0 25200 0 213627 0 0 FORM 990, PART VI, SECTION A, LINE 2 AMY SCOTT AND DAVID KARIMI - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 8B THE FOUNDATION DOES NOT HAVE ANY COMMITTEES THAT CURRENTLY ACT ON BEHALF OF THE GOVERNING BOARD FORM 990, PART VI, SECTION B, LINE 11B EACH DIRECTOR WILL RECEIVE THE FORM 990 FOR REVIEW PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY (OR MORE FREQUENTLY IF NECESSARY), AS REQUIRED UNDER THE CONFLICT OF INTEREST POLICY, THE DIRECTORS DISCLOSE ANY CONFLICTS OF INTEREST WITH FAMILY MEMBERS AND/OR BUSINESS TRANSACTIONS. THE ORGANIZATION MONITORS ALL CONFLICTS, AND IF A TRANSACTION WITH A CONFLICT EXISTS, IT IS DISCUSSED DURING THE ANNUAL BOARD MEETING AND THE CONFLICTED DIRECTOR IS PROHIBITED FROM VOTING ON SUCH DECISION. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION DOES NOT HAVE ANY PAID EMPLOYEES OR DIRECTORS. THEREFORE, NO PROCESSES ARE IN PLACE RELATING TO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION DOES NOT MAKE THESE RECORDS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OMAHA COMMUNITY FOUNDATION 3555 FARNAM ST STE 222 OMAHA NE 68131 470645958 COMM TRUST NE 501(C)(3) LINE 8 N/A 0 SUZANNE & WALTER SCOTT FOUNDATION 10340 NORTH 84TH ST OMAHA NE 68122 363727897 SUPPORT NE 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0