2023-05-14T10:50:57-05:00 2022-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2022-01-01 364071892 LORI & DAVID SCOTT FOUNDATION LORI 4025021122 10340 NORTH 84TH STREET OMAHA NE 68122 CHRISTI ANNIN DIRECTOR OF FINANCE 4025021122 2023-05-11 1 CHRISTI ANNIN 999009999 0 JAMES J TICHOTA P00573913 4024968800 2023-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z W DAVID SCOTT 10340 NORTH 84TH STREET OMAHA NE 68122 4863004 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 6 6 0 6 0 0 0 0 0 0 1242578 588955 20790 35479 1263368 624434 205000 341315 0 0 0 0 0 0 0 245047 238367 450047 579682 813321 44752 40121871 37805055 612763 376704 39509108 37428351 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 418186 341315 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 COMMUNITY NEEDS AND RAISING, MANAGING, AND DISTRIBUTING FUNDS. IN ADDITION, THE FOUNDATION DISTRIBUTES FUNDS TO OTHER CHARITABLE ORGANIZATIONS. 418186 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 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 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 STREET OMAHA NE 681222216 W DAVID SCOTT DIRECTOR (CHARIMAN) 1.00 X X 0 0 0 JOHN K BOYER DIRECTOR (SECRETARY THROUGH 05.02.2022) 1.00 X X 0 0 0 JAMES E LANDEN DIRECTOR 1.00 X 0 0 0 LORI SCOTT DIRECTOR 1.00 X 0 0 0 JACK R MCDONNELL DIRECTOR 1.00 X 0 0 0 ELLEN WRIGHT DIRECTOR 1.00 X 0 0 0 CALVIN SISSON PRESIDENT & CEO 1.00 39.00 X 0 791842 37352 RICH EAKIN VICE PRESIDENT 1.00 39.00 X 0 238743 16700 CHRISTI ANNIN DIRECTOR OF FINANCE 1.00 39.00 X 0 229109 34800 LAURA MILLER DIRECTOR (SECRETARY AS OF 05.02.2022) 1.00 39.00 X 0 185769 7200 0 1445463 96052 0 0 1 0 0 738931 738931 4088594 4238570 -149976 -149976 -149976 OTHER INCOME 900099 35479 35479 35479 624434 0 0 624434 341315 341315 100000 50000 50000 15700 7850 7850 93646 93646 81 81 CONSULTING FEE 20000 10000 10000 PV ADJUSTMENT 8940 8940 579682 418186 161496 0 298739 244841 39554287 37277111 268845 283103 40121871 37805055 612763 376704 612763 376704 X 39509108 37428351 39509108 37428351 40121871 37805055 44752 -2125509 0 X X 0 1 X 1 0 X X 1 OMAHA COMMUNITY FOUNDATION 470645958 8 1 341315 0 1 341315 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), LORI & DAVID SCOTT FOUNDATION'S SUPPORTED ORGANIZATION, CONTROLS THE BOARD OF THE LORI & DAVID SCOTT FOUNDATION THROUGH ITS APPOINTMENT OF A MAJORITY OF THE MEMBERS OF LORI & DAVID 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 LORI & DAVID 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, OR TO ORGANIZATIONS CHOSEN BY LORI & DAVID SCOTT FOUNDATION'S OCF CONTROLLED BOARD, CONSTITUTE SUPPORT TO OCF, ITS SUPPORTED ORGANIZATION. 0 X -1594721 -2125509 -2125509 530788 93646 93646 624434 486036 0 486036 93646 93646 579682 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 93,646. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 93,646. 1 BOY SCOUTS OF AMERICA MID-AMERICA COUNCIL 12401 W MAPLE RD OMAHA NE 68164 470376545 501(C)(3) 19725 0 EVENT BROWNELL TALBOT SCHOOL 400 N HAPPY HOLLOW BLVD OMAHA NE 68132 470376595 501(C)(3) 72090 0 SCHOLARSHIPS, GENERAL OPERATING & PROGRAM SUPPORT JET AWARD FOUNDATION & TRUST INC 11711 ARBOR ST STE 240 OMAHA NE 68144 812280198 501(C)(3) 15000 0 EVENT NORTHWESTERN COLLEGE 101 7TH ST SW ORANGE CITY IA 51041 420698196 501(C)(3) 12000 0 EVENT PLATTE INSTITUTE FOR ECONOMIC RESEARCH 6910 PACIFIC ST STE 216 OMAHA NE 68106 208809060 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT QUALITY LIVING INC 6404 NORTH 70TH PLAZA OMAHA NE 681041079 470665946 501(C)(3) 35000 0 EVENT SHARE GOOD 6825 PINE ST M/S B3 OMAHA NE 68106 874158097 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT SHARE OMAHA 6825 PINE ST M/S B3 OMAHA NE 68106 831281491 501(C)(3) 25000 0 CAPITAL CAMPAIGN STRATEGIC AIR COMMAND & AEROSPACE MUSEUM 28210 W PARK HWY ASHLAND NE 680033525 470619646 501(C)(3) 25000 0 PROGRAM SUPPORT YMCA OF GREATER OMAHA 430 S 20TH ST OMAHA NE 68102 470376586 501(C)(3) 60000 0 GENERAL OPERATING SUPPORT 10 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 RICH EAKIN VICE PRESIDENT 0 178743 0 60000 0 0 0 7400 0 9300 0 255443 0 0 LAURA MILLER DIRECTOR (SECRETARY AS OF 05.02.2022 0 150000 0 35769 0 0 0 7200 0 0 0 192969 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING DIRECTORS HAVE FAMILY AND BUSINESS RELATIONSHIPS: DAVID SCOTT AND LORI SCOTT - FAMILY DAVID SCOTT AND JOHN BOYER - BUSINESS 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 STREET OMAHA NE 681222216 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