2024-05-14T15:07:28-05:00 2023-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2023-01-01 364071893 PARKER FAMILY FOUNDATION PARK 4025021122 10340 NORTH 84TH STREET OMAHA NE 681222216 CHRISTI ANNIN CFO 4025021122 2024-05-14 1 CHRISTI ANNIN 999009999 0 HANNAH GOSCHA P02133534 4024968800 2024-05-13 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z SANDRA PARKER 10340 NORTH 84TH STREET OMAHA NE 68122 17097689 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 982140 976763 47053 0 1029193 5976843 1290800 1249500 0 0 0 0 0 0 0 254589 258778 1545389 1508278 -516196 4468565 49182933 49649304 725301 759271 48457632 48890033 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 1316116 1249500 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. 1316116 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 SANDRA PARKER DIRECTOR (CHARIMAN) 1.00 X X 0 0 0 DAVID R PARKER DIRECTOR (TREASURER) 1.00 X X 0 0 0 TRENT DEMULLING DIRECTOR 1.00 X 0 0 0 ADRIENNE PERRY DIRECTOR 1.00 X 0 0 0 AMIE SCHELLPEPER 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 ANNE FOLKERS SECRETARY 1.00 39.00 X 0 198370 35042 0 1531467 127537 0 0 1 0 0 5000080 5000080 5000080 1321513 1321513 10776096 11120846 -344750 -344750 -344750 5976843 0 0 976763 1249500 1249500 100000 50000 50000 28 14 14 13050 6525 6525 116653 116653 CONSULTING FEE 20000 10000 10000 PV ADJUSTEMENT 8970 8970 OTHER EXPENSE 77 77 1508278 1316116 192162 0 798938 1020050 47959037 48223906 424958 405348 49182933 49649304 725301 759271 725301 759271 X 48457632 48890033 48457632 48890033 49182933 49649304 4468565 -4036164 0 X X 0 1 X 1 0 X X 1 OMAHA COMMUNITY FOUNDATION 470645958 8 1 1249500 0 1 1249500 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), THE PARKER FAMILY FOUNDATION'S SUPPORTED ORGANIZATION, CONTROLS THE BOARD OF THE PARKER FAMILY FOUNDATION THROUGH ITS APPOINTMENT OF A MAJORITY OF THE MEMBERS OF THE PARKER FAMILY 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 PARKER FAMILY 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 PARKER FAMILY 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 1824026 -4036165 -4036165 5860191 116652 116652 5976843 1391625 0 1391625 116653 116653 1508278 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 116,652. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 116,653. 1 ANGELS AMONG US 220 NORTH 89TH ST SUITE 101 OMAHA NE 68114 204728470 501(C)(3) 25000 0 PROGRAM SUPPORT BOYS & GIRLS CLUB OF THE MIDLANDS 2610 HAMILTON ST OMAHA NE 68131 470467350 501(C)(3) 50000 0 PROGRAM SUPPORT CASA FOR DOUGLAS COUNTY 2412 ST MARYS AVE OMAHA NE 68105 352171298 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT CHILDREN'S HOSPITAL & MEDICAL CENTER FOUNDATION 8404 INDIAN HILLS DR STE 650 OMAHA NE 68114 476105603 501(C)(3) 25000 0 EVENT COMPLETELY KIDS 2566 ST MARYS AVE OMAHA NE 68105 275111197 501(C)(3) 37000 0 EVENT & PROGRAM SUPPORT DREAMWEAVER FOUNDATION 14600 BRANCH ST STE 113 OMAHA NE 68154 461021073 501(C)(3) 75000 0 EVENT & PROGRAM SUPPORT FREE BIKES 4 KIDZ OMAHA 609 NORTH 66TH STREET OMAHA NE 68132 883937170 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT LAURITZEN GARDENS 100 BANCROFT ST OMAHA NE 68108 470659701 501(C)(3) 25000 0 EVENT MERRYMAKERS ASSOCIATION 12020 SHAMROCK PLZ STE 200 OMAHA NE 68154 470692363 501(C)(3) 12500 0 EVENT NEBRASKA CHILDREN AND FAMILIES FOUNDATION 215 CENTENNIAL MALL SOUTH STE 200 LINCOLN NE 68508 911829974 501(C)(3) 25000 0 PROGRAM SUPPORT NEBRASKA METHODIST HOSPITAL FOUNDATION 8701 WEST DODGE ROAD SUITE 450 OMAHA NE 68114 470595345 501(C)(3) 100000 0 CAPITAL CAMPAIGN NORTHSTAR FOUNDATION 4242 NORTH 49TH AVE OMAHA NE 68104 260494022 501(C)(3) 35000 0 PROGRAM SUPPORT OMAHA CHILDREN'S MUSEUM 500 SOUTH 20TH ST OMAHA NE 68102 470594056 501(C)(3) 65000 0 EVENT & PROGRAM SUPPORT SMART GEN SOCIETY INC 8710 F ST SUITE 112 OMAHA NE 68127 812942318 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT THE DURHAM MUSEUM 801 S 10TH ST OMAHA NE 68108 470556061 501(C)(3) 35000 0 PROGRAM SUPPORT UNIVERSITY OF NEBRASKA FOUNDATION 1010 LINCOLN MALL SUITE 300 LINCOLN NE 68508 470379839 501(C)(3) 75000 0 SCHOLARSHIPS WESTSIDE COMMUNITY SCHOOLS FOUNDATION INC 1101 S 90TH ST OMAHA NE 68124 470560469 501(C)(3) 85000 0 EVENT, PROGRAM SUPPORT & SCHOLARSHIPS WOMEN'S CENTER FOR ADVANCEMENT 3801 HARNEY ST OMAHA NE 68131 273205476 501(C)(3) 32500 0 EVENT & PROGRAM SUPPORT AMERICAN CANCER SOCIETY INC 8030 FARNAM DR OMAHA NE 68114 131788491 501(C)(3) 50000 0 CAPITAL CAMPAIGN BOYS & GIRLS CLUBS OF SIOUXLAND INC 823 PEARL ST SIOUX CITY IA 51101 420940032 501(C)(3) 25000 0 PROGRAM SUPPORT COMMUNITY INFORMATION TRUST 10050 REGENCY CIRCLE SUITE 101 OMAHA NE 68114 463502113 501(C)(3) 10000 0 CAPITAL CAMPAIGN CRCC 5321 S 138TH ST OMAHA NE 68137 470718409 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT CREIGHTON UNIVERSITY 2500 CALIFORNIA PLAZA OMAHA NE 68178 470376583 501(C)(3) 200000 0 PROGRAM SUPPORT & SCHOLARSHIPS FOSTER LOVE INCORPORATION 7595 MAIN ST OMAHA NE 68127 851321331 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT HEARTLAND EQUINE THERAPEUTIC RIDING ACADEMY INC 10130 S 222ND ST GRETNA NE 68028 363713040 501(C)(3) 35000 0 PROGRAM SUPPORT OMAHA EQUESTRIAN FOUNDATION 1004 FARNAM STREET SUITE 100 OMAHA NE 68102 273520778 501(C)(3) 25000 0 PROGRAM SUPPORT OMAHA PERFORMING ARTS SOCIETY 1200 DOUGLAS STREET OMAHA NE 68102 470832480 501(C)(3) 100000 0 CAPITAL CAMPAIGN STUDENTS ATHLETES VALUES EDUCATION INC 3535 HARNEY ST OMAHA NE 68131 271506313 501(C)(3) 15000 0 PROGRAM SUPPORT 28 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 ANNE FOLKERS SECRETARY 0 168370 0 30000 0 0 0 8750 0 26292 0 233412 0 0 X 579 5000080 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 SANDRA PARKER AND DAVID R. PARKER - 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 STREET OMAHA NE 681222216 363727897 SUPPORT NE 501(C)(3) LINE 12A, I N/A 0 0 0 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