2024-04-18T08:59:13-05:00 2023-12-31 470677245 HBE LLP 7140 STEPHANIE LANE PO BOX 23110 LINCOLN NE 685423110 990PF 2023-01-01 470401230 COOPER FOUNDATION COOP 4024767571 1248 O STREET 870 LINCOLN NE 68508 VICTORIA GRASSO PRESIDENT 4024767571 2024-04-09 1 VICTORIA GRASSO 999009999 0 KRYSTAL L SIEBRANDT CPA CFE CGMA P00543870 4024234343 2024-04-09 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 25917044 X X 8249 8249 243563 243563 -873769 7513494 0 -621957 251812 157147 7855 149292 88844 0 88844 67572 2421 65151 15508 3877 11631 37893 37893 0 20437 634 17072 2463 88 47460 1700 45760 11796 0 11041 739 0 739 37176 885 36291 487035 55353 425821 515722 658462 1002757 55353 1084283 -1624714 196459 3060 3087 3087 48524 263772 263772 14423 22554 22554 22316961 25180238 25180238 117514 113022 6955 4492 117514 366671 329879 329879 22756594 25804022 25917044 25602 25973 315819 173081 369935 336071 711356 535125 X 22045238 25268897 22045238 25268897 22756594 25804022 22045238 -1624714 4848373 25268897 0 25268897 AB SMALL CAP GROWTH 61703 86837 -25134 -25134 ALGER SPECTRA 2521953 3013708 -491755 -491755 BLACKROCK EQUITY DIVIDEND 149026 158097 -9071 -9071 JOHN HANCOCK DISIPLINED VALUE 217600 103382 114218 114218 JP MORGAN LARGE CAP 466927 426255 40672 40672 MFS INTERNATIONAL NEW DISCOVERY 143817 100248 43569 43569 INVESCO DEV MARKETS 117850 114738 3112 3112 ROYCE OPPORTUNITY INSTL CLASS 214002 146410 67592 67592 EUROPACIFIC GROWTH FUND 215440 170799 44641 44641 CALAMOS GROWTH & INCOME 176537 145535 31002 31002 CLEARBRIDGE SELECT 157787 149704 8083 8083 HSBC OPPORTUNITY FUND 2146613 3204336 -1057723 -1057723 OAKMARK 492067 567214 -75147 -75147 CAPITAL GAINS DIVIDENDS P 432172 432172 432172 -873769 2731 0 2731 0 2731 8903 0 0 0 8903 0 6172 6172 0 0 0 0 0 0 0 0 0 0 0 1 1 NE 1 0 0 0 0 1 WWW.COOPERFOUNDATION.ORG THE FOUNDATION 4024767571 1248 O STREET 870 LINCOLN NE 68508 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 E ARTHUR THOMPSON 1248 O ST SUITE 870 LINCOLN NE 68508 CHAIR 2.00 18024 3857 0 KIM ROBAK 1248 O ST SUITE 870 LINCOLN NE 68508 TRUSTEE 2.00 1550 0 0 BRAD KORELL 1248 O ST SUITE 870 LINCOLN NE 68508 TREASURER 2.00 1700 0 0 JACK D CAMPBELL 1248 O ST SUITE 870 LINCOLN NE 68508 TRUSTEE 2.00 1650 0 0 CONNIE DUNCAN 1248 O ST SUITE 870 LINCOLN NE 68508 VICE CHAIR 2.00 1700 0 0 TYRE J MCDOWELL 1248 O ST SUITE 870 LINCOLN NE 68508 TRUSTEE 2.00 1650 0 0 ROBERT NEFSKY 1248 O ST SUITE 870 LINCOLN NE 68508 TRUSTEE 2.00 1400 0 0 RICHARD J VIERK 1248 O ST SUITE 870 LINCOLN NE 68508 TRUSTEE 2.00 1750 0 0 VICTORIA GRASSO 1248 O ST SUITE 870 LINCOLN NE 68508 PRESIDENT 40.00 126123 31788 420 JASMINE KINGSLEY 1248 O ST SUITE 870 LINCOLN NE 68508 TRUSTEE 2.00 1600 0 0 NONE 0 NONE 0 0 24028105 50065 372159 24450329 0 0 24450329 366755 24083574 1204179 1204179 2731 2731 1201448 0 1201448 0 1201448 1084283 0 1084283 1201448 0 0 74383 74383 1084283 0 0 0 1084283 0 74383 74383 0 0 0 0 0 42782 0 0 0 COOPER FOUNDATION 870 WELLS FARGO CENTER 1248 O STREET LINCOLN NE 68508 4024767571 APPLICATIONS MUST BE SUBMITTED ONLINE. EACH APPLICATION SHOULD INCLUDE A REQUEST NARRATIVE THAT INCLUDES THE FOLLOWING INFORMATION: AMOUNT REQUESTED AND ITS PURPOSE, WHO WILL BENEFIT, FUNDING GOAL AND PLAN TO ACHIEVE THAT FUNDING, AND THE SPECIFIC OUTCOMES THE GRANTEE HOPES TO ACHIEVE AND THE BENCHMARKS THAT WILL BE USED TO MEASURE THEIR SUCCESS. EACH APPLICATION SHOULD ALSO INCLUDE THE FOLLOWING SUPPORTING DOCUMENTATION: PROJECT BUDGET, OPERATING BUDGET FOR THE CURRENT YEAR AND NEXT FISCAL YEAR, IF APPLICABLE, BALANCE SHEET, INCOME/EXPENSE STATEMENT, THE MOST RECENT BUDGET VS ACTUAL COMPARISION, YEAR-END FINANCIAL REPORT, AND A LISTING OF THE BOARD OF DIRECTORS AND STAFF. APPLICATIONS ARE REVIEWED AT BOARD OF TRUSTEE MEETINGS GRANTS ARE MADE PRIMARILY TO NEBRASKA NON-PROFIT ORGANIZATIONS ANGELS THEATRE COMPANY PO BOX 6703 LINCOLN NE 68506 PC PROGRAM 5000 LINCOLN ARTS COUNCIL 211 N 14TH ST LINCOLN NE 68508 PC OPERATING 10000 LINCOLN CHORAL ARTISTS PO BOX 57122 LINCOLN NE 68505 PC PROGRAM 2500 LINCOLN CROSSROADS FESTIVAL 4319 SAINT PAUL AVE LINCOLN NE 68504 PC PROGRAM 5000 LINCOLN MUSIC TEACHERS ASSOCIATION 6710 WILDRYE RD LINCOLN NE 68521 PC PROGRAM 7500 LINCOLN ORCHESTRA ASSOCIATION 233 S 13TH ST SUITE 1702 LINCOLN NE 68508 PC PROGRAM 10000 METROPOLITAN OPERANEBRASKA AUDITIONS 3116 ALDEN AVENUE LINCOLN NE 68502 PC PROGRAM 1000 COALITION FOR A STRONG NEBRASKA 215 CENTENNIAL MALL SOUTH SUITE 200 LINCOLN NE 68508 PC OPERATING 7500 LINCOLN COMMUNITY FOUNDATION 215 CENTENNIAL MALL S STE 100 LINCOLN NE 68508 PC PROGRAM 5000 GIVE NEBRASKA 3800 VERMAAS PLACE STE 200 LINCOLN NE 68502 PC PROGRAM 6500 BELLEVUE UNIVERSITY 1000 GALVIN ROAD SOUTH BELLEVUE NE 68005 PC SCHOLARSHIP 4000 COLLEGE OF SAINT MARY 7000 MERCY RD OMAHA NE 68106 PC SCHOLARSHIP 4000 DOANE UNIVERSITY 1014 BOSWELL AVENUE CRETE NE 68533 PC SCHOLARSHIP 4000 HASTINGS COLLEGE 710 N TURNER AVENUE HASTINGS NE 68901 PC SCHOLARSHIP 4000 JEWISH FEDERATION OF OMAHA - INSTITUTE FOR HOLOCAUST EDUCATION 333 SOUTH 132ND STREET OMAHA NE 68154 PC OPERATING 7500 LINCOLN LITERACY 745 S 9TH ST LINCOLN NE 68508 PC OPERATING 10000 MIDLAND UNIVERSITY 900 N CLARKSON ST FREMONT NE 68025 PC SCHOLARSHIP 4000 NEBRASKA TRANSITION COLLEGE 6901 N 13 CIR LINCOLN NE 68521 PC PROGRAM 7500 NEBRASKA WESLEYAN UNIVERSITY 5000 ST PAUL AVENUE LINCOLN NE 68504 PC SCHOLARSHIP 4000 PLANNED PARENTHOOD OF THE HEARTLAND INC 5631 S 48TH ST SUITE SUITE 100 LINCOLN NE 68516 PC PROGRAM 7500 RABBLE MILL 2005 Y STREET LINCOLN NE 68503 PC PROGRAM 50000 RABBLE MILL 2005 Y STREET LINCOLN NE 68503 PC OPERATING 30000 STORMONT VAIL FOUNDATION 1500 SW 10TH AVE TOPEKA KS 66604 PC MEMORIAL 100 UNIVERSITY OF NEBRASKA STATE MUSEUM 307 MORRILL HALL LINCOLN NE 68588 PC PROGRAM 8000 UNIVERSITY OF NEBRASKA-LINCOLN EN THOMPSON FORUM ON WORLD ISSUES UNIVERSITY HONORS 213 KNOLL 440 N 17 STREET LINCOLN NE 68588 PC PROGRAM 50000 UNIVERSITY OF NEBRASKA-LINCOLN EN THOMPSON FORUM ON WORLD ISSUES UNIVERSITY HONORS 213 KNOLL 440 N 17 STREET LINCOLN NE 68588 PC PROGRAM 21862 NEBRASKA STATEWIDE ARBORETUM INC PO BOX 830964 LINCOLN NE 68583 PC PROGRAM 7500 SOLIDAGO CONSERVANCY 3131 O STREET SUITE 301 LINCOLN NE 68510 PC OPERATING 12500 WACHISKA AUDUBON SOCIETY 4547 CALVERT STREET SUITE 10 LINCOLN NE 68506 PC PROGRAM 15000 ASIAN COMMUNITY & CULTURAL CENTER 144 N 44TH ST SUITE A LINCOLN NE 68503 PC OPERATING 20000 BRAVEBE CHILD ADVOCACY CENTER 5025 GARLAND ST LINCOLN NE 68504 PC PROGRAM 12500 BRIDGES TO HOPE 3107 S 6TH STREET SUITE 107 LINCOLN NE 68502 PC OPERATING 15000 CENTER FOR LEGAL IMMIGRATION ASSISTANCE 3047 N 70TH STREET LINCOLN NE 68507 PC OPERATING 15000 CLYDE MALONE COMMUNITY CENTER 2032 U STREET LINCOLN NE 68503 PC PROGRAM 20000 EL CENTRO DE LAS AMERICAS 210 O STREET LINCOLN NE 68508 PC PROGRAM 20000 FOOD BANK OF LINCOLN 1221 KINGBIRD ROAD LINCOLN NE 68521 PC OPERATING 7500 FOSTER CARE CLOSET 643 S 25TH STREET SUITE 8 LINCOLN NE 68510 PC OPERATING 20000 FRIENDSHIP HOME OF LINCOLN INC PO BOX 85358 LINCOLN NE 68501 PC PROGRAM 20000 HOPESPOKE 2444 O STREET LINCOLN NE 68510 PC OPERATING 15000 INDIAN CENTER INC 1100 MILITARY ROAD LINCOLN NE 68508 PC OPERATING 15000 LEGAL AID OF NEBRASKA 209 S 19TH STREET STE 200 OMAHA NE 68102 PC PROGRAM 10000 LINCOLNLANCASTER COUNTY HABITAT FOR HUMANITY 4615 ORCHARD ST LINCOLN NE 68503 PC PROGRAM 15000 MATT TALBOT KITCHEN & OUTREACH 2121 NORTH 27TH STREET PO BOX 80935 LINCOLN NE 68501 PC OPERATING 15000 MIDLAND UNIVERSITY 900 N CLARKSON ST FREMONT NE 68025 PC PROGRAM 10000 MILKWORKS 5930 S 58TH ST STE W LINCOLN NE 68516 PC PROGRAM 7500 NEBRASKA INDIAN CHILD WELFARE COALITION 53578 HWY 12 BLOOMFIELD NE 68718 PC PROGRAM 15000 RISE ACADEMY 3555 FARNAM STREET SUITE 222 OMAHA NE 68131 PC PROGRAM 10000 THE BRIDGE BEHAVIORAL HEALTH 721 K ST LINCOLN NE 68508 PC OPERATING 10000 UNITED WAY OF LINCOLNLANCASTER COUNTY 238 S 13TH STREET PO BOX 82653 LINCOLN NE 68508 PC PROGRAM 22000 VISIONARY YOUTH 4230 SOUTH 33RD STREET SUITE 105 LINCOLN NE 68506 PC OPERATING 10000 WELLBEING INITIATIVE 5530 O ST STE 2 LINCOLN NE 68510 PC OPERATING 10000 WILLARD COMMUNITY CENTER 1245 FOLSOM STREET LINCOLN NE 68522 PC OPERATING 15000 YWCA LINCOLN 5631 S 48TH STREET SUITE 410 LINCOLN NE 68516 PC OPERATING 10000 NEBRASKA WRITERS COLLECTIVE 9712 NORTH 34TH STREET OMAHA NE 68112 PC PROGRAM 7500 658462 THE BRIDGE BEHAVIORAL HEALTH 721 K ST LINCOLN NE 68508 PC OPERATING 10000 10000 14 8249 14 243563 18 -873769 0 -621957 0 -621957 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND AUDIT 15508 3877 11631 BLACKROCK EQUITY DIVIDEND FMV 2497332 2497332 JOHN HANCOCK DISCIPLINED VALUE FMV 2265232 2265232 JP MORGAN LARGE CAP FMV 2586248 2586248 MFS INTERNATIONAL NEW DISCOVERY FMV 1894063 1894063 INVESTCO DEV MARKETS FMV 2289120 2289120 ROYCE OPPORTUNITY FUND FMV 2337922 2337922 EUROPACIFIC GROWTH FUND FMV 2497470 2497470 CALAMOS GROWTH & INCOME FMV 1554270 1554270 CLEARBRIDGE SELECT FMV 2295975 2295975 OAKMARK FMV 2590649 2590649 AB SMALL CAP GROWTH FMV 2371957 2371957 LAND 60 0 60 60 FURNITURE AND FIXTURES 81995 81995 0 81995 COMPUTER EQUIPMENT AND SOFTWARE 35459 31027 4432 35459 OPERATING LEASE RIGHT OF USE ASSET 366671 329879 329879 DUES 2903 0 2903 POSTAGE 468 17 451 TECHNOLOGY 15911 570 15341 SUPPLIES 864 31 833 MISCELLANEOUS 276 11 265 INSURANCE 4306 154 4152 COMMUNICATIONS 8604 0 8604 SPECIAL SERVICES 1000 0 1000 COPIER 2844 102 2742 UNREALIZED GAINS 4848373 OPERATING LEASE LIABILITY 369935 336071 INVESTMENT FEES 37893 37893 0 PAYROLL TAXES 17706 634 17072 FEDERAL EXCISE TAX 2731 0 0