2024-05-15T09:39:29-05:00 2023-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2023-01-01 364071892 LORI & DAVID SCOTT FOUNDATION LORI 4025021122 10340 NORTH 84TH STREET OMAHA NE 68122 CHRISTI ANNIN CFO 4025021122 2024-05-15 1 CHRISTI ANNIN 999009999 0 HANNAH GOSCHA P02133534 4024968800 2024-05-10 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z W DAVID SCOTT 10340 NORTH 84TH STREET OMAHA NE 68122 11337625 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 5000080 0 0 588955 485373 35479 7829 624434 5493282 341315 751800 0 0 0 0 0 0 0 238367 226125 579682 977925 44752 4515357 37805055 39031694 376704 393874 37428351 38637820 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 818406 751800 THE ORGANIZATION PROVIDES GRANTS TO ELIGIBLE 501C3 ORGANIZATIONS AND GOVERNMENTAL ENTITIES WHO FURTHER THE MISSION 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. 818406 1 1 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 1 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 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 STREET OMAHA NE 681222216 W DAVID SCOTT DIRECTOR (CHARIMAN) 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 840841 35016 RICH EAKIN VICE PRESIDENT 1.00 39.00 X 0 254511 19456 CHRISTI ANNIN CFO 1.00 39.00 X 0 237745 38023 LAURA MILLER SECRETARY 1.00 39.00 X 0 210000 10500 0 1543097 102995 0 0 1 0 0 5000080 5000080 5000080 880950 880950 5448766 5844343 -395577 -395577 -395577 PV ADJUSTMENT 900099 7829 7829 7829 5493282 0 0 493202 751800 751800 100000 50000 50000 28 14 14 13050 6525 6525 92980 92980 CONSULTING FEE 20000 10000 10000 POSTAGE 67 67 977925 818406 159519 0 244841 630621 37277111 38125887 283103 275186 37805055 39031694 376704 393874 376704 393874 X 37428351 38637820 37428351 38637820 37805055 39031694 4515357 -3305888 0 X X 0 1 X 1 0 X X 1 OMAHA COMMUNITY FOUNDATION 470645958 8 1 751800 0 1 751800 0 1 0 0 0 0 1 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. SCHEDULE A, PART IV, LINE 6 SEE EXPLANATION ABOVE FOR SCHEDULE A, PART I, LINE 12G. THE ORGANIZATION PROVIDES GRANTS TO ELIGIBLE 501C3 ORGANIZATIONS AND GOVERNMENTAL ENTITIES WHO FURTHER THE MISSION OF THE OMAHA COMMUNITY FOUNDATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 2086584 -3305888 -3305888 5392472 100810 100810 5493282 877115 0 877115 100810 100810 977925 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, 2023 AND 2022, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 92,981. PV ADJUSTMENT 7,829. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 92,981. PV ADJUSTMENT 7,829. 1 BOY SCOUTS OF AMERICA MID-AMERICA COUNCIL 12401 W MAPLE RD OMAHA NE 68164 470376545 501(C)(3) 15800 0 EVENT PLATTE INSTITUTE FOR ECONOMIC RESEARCH 6910 PACIFIC ST STE 216 OMAHA NE 68106 208809060 501(C)(3) 20000 0 PROGRAM SUPPORT SHARE GOOD 6825 PINE ST M/S B3 OMAHA NE 68106 874158097 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT BOY SCOUTS OF AMERICA NATIONAL COUNCIL 1325 WEST WALNUT HILL LANE PO BOX 152079 IRVING TX 75015 221576300 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT BROWNELL TALBOT SCHOOL 400 N HAPPY HOLLOW BLVD OMAHA NE 68130 470376595 501(C)(3) 46000 0 SCHOLARSHIP CHRIST COMMUNITY CHURCH 404 S 108TH AVE OMAHA NE 68154 470376594 501(C)(3) 150000 0 CAPITAL CAMPAIGN CRCC 5321 S 138TH ST OMAHA NE 68137 470718409 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT METROPOLITAN COMMUNITY COLLEGE FOUNDATION PO BOX 3777 OMAHA NE 68103 470596504 501(C)(3) 20000 0 EVENT NEBRASKA PHILANTHROPIC TRUST 10340 N 84TH STREET OMAHA NE 68122 832558124 501(C)(3) 35000 0 GENERAL OPERATING SUPPORT OMAHA COMMUNITY FOUNDATION 1120 S 101 STREET OMAHA NE 68124 470645958 501(C)(3) 310000 0 CAPITAL CAMPAIGN AND EVENT SUPPORT OMAHA EQUESTRIAN FOUNDATION 1004 FARNAM STREET SUITE 100 OMAHA NE 68102 273520778 501(C)(3) 25000 0 PROGRAM SUPPORT OMAHA POLICE FOUNDATION PO BOX 31134 OMAHA NE 681310134 470843276 501(C)(3) 10000 0 EVENT THE SALVATION ARMY 10755 BURT STREET OMAHA NE 68114 362167910 501(C)(3) 26500 0 EVENT UNIVERSITY OF NEBRASKA FOUNDATION 1010 LINCOLN MALL SUITE 300 OMAHA NE 68508 470379839 501(C)(3) 25000 0 PROGRAM SUPPORT 14 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 428930 0 411911 0 0 0 16500 0 18516 0 875857 0 0 CHRISTI ANNIN CFO 0 187745 0 50000 0 0 0 11731 0 26292 0 275768 0 0 RICH EAKIN VICE PRESIDENT 0 194511 0 60000 0 0 0 10000 0 9456 0 273967 0 0 LAURA MILLER SECRETARY 0 180000 0 30000 0 0 0 10500 0 0 0 220500 0 0 X 579 5000080 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING DIRECTORS HAVE FAMILY AND BUSINESS RELATIONSHIPS: DAVID SCOTT AND LORI SCOTT - FAMILY 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 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 SUZANNE & WALTER SCOTT FOUNDATION M 100000 CASH PAID SUZANNE & WALTER SCOTT FOUNDATION C 5000080 FMV OMAHA COMMUNITY FOUNDATION B 310000 CASH PAID