2024-11-15T11:31:50-06:00 2023-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2023-01-01 363727897 SUZANNE & WALTER SCOTT FOUNDATION SUZA 4025021122 10340 NORTH 84TH STREET OMAHA NE 681222216 CHRISTI ANNIN CFO 4025021122 2024-11-15 1 0 JAMES J TICHOTA P00573913 4024968800 2024-11-12 2023 2024-10-15 13:58:12Z CHRISTI ANNIN 10340 NORTH 84TH STREET OMAHA NE 681222216 404461003 0 X WWW.SWSCOTTFOUNDATION.ORG X 1990 NE THE MISSION OF THE FOUNDATION IS TO DISTRIBUTE FUNDS FOR CHARITABLE PURPOSES IN THE AREAS OF CIVIC, CULTURAL, HEALTH, EDUCATION, AND SOCIAL SERVICES. 7 6 53 7 0 0 41257664 297816512 1479000 1494000 3101950 10991344 15718601 17573763 61557215 327875619 15816625 56117915 0 0 5920443 7229874 0 0 0 13996019 13977712 35733087 77325501 25824128 250550118 456659077 624027717 15215963 14607015 441443114 609420702 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 69781073 56117915 1494000 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. CONSISTENT WITH THE OMAHA COMMUNITY FOUNDATION, THE FOUNDATION SUPPORTS THE UNIVERSITY OF NEBRASKA, OMAHA CAMPUS IN VARIOUS PROJECTS. 69781073 1 1 0 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 1 X 32 0 1 53 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 7 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 (TREASURER) 1.00 X X 0 0 0 MICKEY ANDERSON DIRECTOR (CHAIRMAN) 1.00 X X 0 0 0 RANDY SCHMAILZL DIRECTOR 1.00 X 0 0 0 MIKE FAUST DIRECTOR 1.00 X 0 0 0 DR WILLIAM SINGER DIRECTOR 1.00 X 0 0 0 CINDY SMITH DIRECTOR 1.00 X 0 0 0 SUSAN MORRIS DIRECTOR 1.00 X 0 0 0 CALVIN SISSON PRESIDENT & CEO 40.00 X 840841 0 35016 RICHARD EAKIN VICE PRESIDENT 40.00 X 254511 0 19456 CHRISTI ANNIN CFO 40.00 X 237745 0 38023 ANNE FOLKERS DEPUTY DIRECTOR 40.00 X 198370 0 35042 LAURA MILLER DIRECTOR OF EDUCATION 40.00 X 210000 0 10500 SARAH LOPEZ DIRECTOR OF GRANTMAKING 40.00 X 190000 0 9500 KEN MOREANO EXECUTIVE DIRECTOR - NOAK 0.00 40.00 X 520928 0 42792 DOMINIC ROMEO SERVICE MANAGER - NOAK 0.00 40.00 X 220450 0 10972 RYAN OSBORN DIRECTOR OF OPERATIONS - NOAK 0.00 40.00 X 189347 0 27650 GARY FREEMAN BUSINESS OPERATIONS OFFICER 40.00 X 208360 0 37160 TRACI WILLIAMS HANCOCK BUSINESS OPERATIONS DIRECTOR - NOAK 0.00 40.00 X 149090 0 16079 3219642 0 282190 11 0 1 0 MCL CONSTRUCTION 14558 PORTAL CIRCLE LAVISTA NE 68138 CONSTRUCTION 1650579 PEGLER SYSCO FOOD SERVICE 900 KINGBIRD ROAD LINCOLN NE 68521 FOOD 1499685 MILLER ELECTRIC 2501 ST MARYS AVE OMAHA NE 68105 CONSTRUCTION 1245045 PREDICTIVE TECHNOLOGY INC 11011 Q ST 103C OMAHA NE 68137 CONSTRUCTION 794165 TETRAD CORPORATION 10340 N 84TH STREET OMAHA NE 68122 RENT 659438 22 297816512 297816512 MANAGEMENT FEE 531390 1494000 1494000 1494000 7446025 7446025 17462523 0 17462523 17462523 17462523 80130703 76585384 3545319 3545319 3545319 OTHER REVENUE 900099 111240 111240 111240 327875619 1494000 0 28565107 56117915 56117915 2079004 1366208 712796 3646926 2563905 1083021 294017 208799 85218 838142 595215 242927 371785 264027 107758 78308 39154 39154 69800 34900 34900 677416 677416 381424 381424 995033 733299 261734 559917 559917 2791245 1982231 809014 720376 720376 878699 624017 254682 742300 742300 356141 356141 FOOD SERVICES 1642228 1642228 REPAIRS AND MAINTENANCE 1627560 1627560 SCOTT TECH CRT - OPERAT 1224658 1224658 SECURITY 447184 447184 785423 14657 770766 77325501 69781073 7544428 0 43880937 41274331 828080 743563 1582528 16587054 21609406 3854677 16937820 17754729 273334820 411184175 106237659 111654244 13857233 24829621 456659077 624027717 2615848 4132112 6945291 5323536 5654824 5151367 15215963 14607015 X 441443114 609420702 441443114 609420702 456659077 624027717 X 250550118 -78952150 -3620380 X 0 1 X 0 0 X X 1 OMAHA COMMUNITY FOUNDATION 470645958 8 1 56117915 0 1 56117915 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 SUZANNE AND WALTER SCOTT FOUNDATION'S SUPPORTED ORGANIZATION, CONTROLS THE BOARD OF THE SUZANNE AND WALTER SCOTT FOUNDATION THROUGH ITS APPOINTMENT OF A MAJORITY OF THE MEMBERS OF THE SUZANNE AND WALTER 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 SUZANNE AND WALTER 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 SUZANNE AND WALTER SCOTT FOUNDATION'S OCF CONTROLLED BOARD, CONSTITUTE SUPPORT TO OCF, ITS SUPPORTED ORGANIZATION. SCHEDULE A, PART IV, SECTION A, LINE 6: 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 X 0 1718400 1718400 16854888 2626613 14228275 3036118 1228064 1808054 17754729 111654244 F 111654244 LEASE LIABILITY 5151367 5151367 X 249629019 -78952152 1383038 -77569114 327198133 677486 677486 327875619 81651431 5003416 5003416 76648015 677486 677486 77325501 PART III, LINE 1A: THE ART COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. DONOR-RESTRICTED CONTRIBUTIONS WHOSE RESTRICTIONS ARE MET WITHIN THE SAME YEAR AS RECEIVED ARE REPORTED AS WITHOUT DONOR RESTRICTIONS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE CONSOLIDATED FINANCIAL STATEMENTS. PROCEEDS FROM THE SALE OF ART OR INSURANCE SETTLEMENTS ARE RECORDED AS NET ASSETS WITH DONOR RESTRICTIONS FOR THE ACQUISITION OF ART. THE COLLECTION IS MAINTAINED FOR EDUCATION AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE, RATHER THAN FOR FINANCIAL GAIN. PART III, LINE 4: THE FOUNDATION'S RESEARCH COLLECTION CONTAINS UNIQUE REGIONAL HISTORY SOURCES AND OBJECTS DOCUMENTING THE LOUISIANA PURCHASE TERRITORY. THE COLLECTION AND RESEARCH OF THESE ITEMS IN THE COLLECTION PROVIDE A REVIEW OF THE PAST AS A BASIS OF DISCUSSING CURRENT ACTIVITIES. PART X, LINE 2: THE FOUNDATION, EXCEPT FOR SRM AND SMS, 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. SRM AND SMS ARE STRUCTURED AS FOR-PROFIT CORPORATIONS AND SUBJECT TO INCOME TAX. THE RESULTING SRM AND SMS INCOME TAX EXPENSE OR BENEFIT AND DEFERRED TAX ASSETS AND LIABILITIES ARE NOT SIGNIFICANT TO THE CONSOLIDATED FINANCIAL STATEMENTS. THERE ARE NO UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES THAT ARE REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS AT DECEMBER 31, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME REPORTED ON SRM TR 907,728. INCOME REPORTED ON SMS TR 475,310. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES, NETTED AGAINST INCOME 677,486. PART XII, LINE 2D - OTHER ADJUSTMENTS: SMS ADJUSTMENTS 1,082,490. SRHC ADJUSTMENTS 3,042,071. SRM REMOVAL 878,855. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES, NETTED AGAINST INCOME 677,486. 0 AKSARBEN FOUNDATION 7101 MERCY ROAD OMAHA NE 681062617 470447496 501(C)(3) 12000 0 SCHOLARSHIPS AMY L SCOTT FAMILY FOUNDATION 10340 N 84TH ST OMAHA NE 68122 364071890 501(C)3 5000080 0 GENERAL OPERATING SUPPORT ANGELS AMONG US 220 N 89TH ST SUITE 101 OMAHA NE 68114 204728470 501(C)(3) 25000 0 OMAHA AWARD ASSISTANCE LEAGUE OF OMAHA NEBRASKA INC 8502 WEST CENTER ROAD OMAHA NE 68124 476088120 501(C)3 15000 0 OMAHA AWARD AVENUE SCHOLARS FOUNDATION 2121 N 117TH AVE SUITE 220 OMAHA NE 68164 261545078 501(C)3 1417100 0 GENERAL OPERATING SUPPORT & PROGRAM SUPPORT CAROLE'S HOUSE OF HOPE 7815 HARNEY ST OMAHA NE 68114 800741577 501(C)(3) 40000 0 OMAHA AWARD CENTRAL COMMUNITY COLLEGE FOUNDATION 201 FOUNDATION PLACE SUITE 200 HASTINGS NE 689014014 470728813 501(C)3 11850 0 PROGRAM SUPPORT CHILD SAVING INSTITUTE 4545 DODGE STREET OMAHA NE 68132 450489204 501(C)(3) 50000 0 OMAHA AWARD CHILDREN'S HOSPITAL & MEDICAL CENTER FOUNDATION 8404 INDIAN HILLS DRIVE SUITE 650 OMAHA NE 681144113 476105603 501(C)3 15000 0 EVENT CHILDREN'S SQUARE USA 520 NORTH 7TH STREET COUNCIL BLUFFS IA 51503 420680314 501(C)3 20000 0 OMAHA AWARD COLORADO STATE UNIVERSITY FOUNDATION 410 UNIVERSITY SERVICES CENTER FORT COLLINS CO 805239100 237098397 501(C)3 2893050 0 SCHOLARSHIPS COMPLETELY KIDS 2566 ST MARYS AVE OMAHA NE 68105 275111197 501(C)(3) 40000 0 EVENT & OMAHA AWARD CRCC 5321 S 138TH ST OMAHA NE 68137 470718409 501(C)(3) 35000 0 OMAHA AWARD DIXON FAMILY FOUNDATION 10340 N 84TH ST OMAHA NE 68122 364071611 501(C)3 5000080 0 GENERAL OPERATING SUPPORT FOOD BANK FOR THE HEARTLAND 10525 J STREET OMAHA NE 68127 470637701 501(C)3 50000 0 OMAHA AWARD FOUNDATION FOR LINCOLN PUBLIC SCHOOL 5905 O STREET LINCOLN NE 68510 363490560 501(C)3 250000 0 CAPITAL CAMPAIGN GENERATION DIAMOND CORPORATION 4829 S 25TH ST 100 OMAHA NE 68107 812162843 501(C)3 10000 0 OMAHA AWARD HABITAT FOR HUMANITY OF COUNCIL BLUFFS 1228 S MAIN ST COUNCIL BLUFFS IA 51503 421394987 501(C)(3) 20000 0 OMAHA AWARD HABITAT FOR HUMANITY OF OMAHA 1701 N 24TH STREET OMAHA NE 68110 363283625 501(C)(3) 50000 0 OMAHA AWARD HEART MINISTRY CENTER 2222 BINNEY STREET OMAHA NE 68110 810614816 501(C)(3) 105000 0 EVENT & OMAHA AWARD HEARTLAND FAMILY SERVICE 2101 S 42ND STREET OMAHA NE 68105 470390618 501(C)3 90000 0 OMAHA AWARD HEARTLAND HOPE MISSION 2021 U STREET OMAHA NE 68107 141869352 501(C)(3) 40000 0 OMAHA AWARD INTERCULTURAL SENIOR CENTER 5545 CENTER STREET OMAHA NE 68106 272460810 501(C)(3) 45000 0 OMAHA AWARD IRVINGTON VOLUNTEER FIRE DEPARTMENT INC 9111 FREMONT STREET OMAHA NE 68122 510209524 501(C)3 25000 0 PROGRAM SUPPORT LAKE CUNNINGHAM DEVELOPMENT TRUST 8305 RAINWOOD RD OMAHA NE 68122 825231670 501(C)(3) 10000 0 PROGRAM SUPPORT LEGAL AID OF NEBRASKA 209 S 19TH STREET SUITE 200 OMAHA NE 68102 470483506 501(C)(3) 30000 0 OMAHA AWARD LORI & DAVID SCOTT FOUNDATION 10340 N 84TH ST OMAHA NE 68122 364071892 501(C)3 5000080 0 GENERAL OPERATING SUPPORT MERCY HOUSING MIDWEST 7241 EDNA COURT LA VISTA NE 68128 470772351 501(C)(3) 25000 0 OMAHA AWARD METROPOLITAN COMMUNITY COLLEGE FOUNDATION PO BOX 3777 OMAHA NE 68103 470596504 501(C)(3) 1335691 0 OMAHA AWARD, PROGRAM SUPPORT, & SCHOLARSHIPS MICAH HOUSE 1415 AVENUE J COUNCIL BLUFFS IA 51501 421292393 501(C)(3) 40000 0 OMAHA AWARD NEBRASKA DIAPER BANK 9100 F ST SUITE 100 OMAHA NE 68127 474953614 501(C)3 30000 0 OMAHA AWARD NEW VISIONS HOMELESS SERVICES 1435 N 15TH STREET COUNCIL BLUFFS IA 51501 812668778 501(C)3 25000 0 OMAHA AWARD NO MORE EMPTY POTS 8511 NORTH 30TH STREET OMAHA NE 68112 272427728 501(C)(3) 15000 0 OMAHA AWARD NORTHSTAR FOUNDATION 4242 NORTH 49TH AVENUE OMAHA NE 68104 260494022 501(C)3 15000 0 PROGRAM SUPPORT OMAHA COMMUNITY FOUNDATION 1120 S 101ST STREET SUITE 320 OMAHA NE 68124 470645958 501(C)(3) 285500 0 EVENT & PROGRAM SUPPORT OMAHA ZOO FOUNDATION 3701 SOUTH 10TH ST OMAHA NE 68107 363297716 501(C)(3) 205200 0 PROGRAM SUPPORT ONEWORLD COMMUNITY HEALTH CENTERS INC 4910 SOUTH 30TH STREET SUITE 103 OMAHA NE 68107 470548990 501(C)(3) 50000 0 OMAHA AWARD OPEN DOOR MISSION 2828 N 23RD STREET EAST OMAHA NE 68110 470411375 501(C)(3) 40000 0 OMAHA AWARD PARKER FAMILY FOUNDATION 10340 N 84TH STREET OMAHA NE 68122 364071893 501(C)3 5000080 0 GENERAL OPERATING SUPPORT PARTNERSHIP 4 HOPE INC 2312 S 125TH AVE OMAHA NE 68144 821236436 501(C)3 10000 0 OMAHA AWARD PLATTE INSTITUTE FOR ECONOMIC RESEARCH 6910 PACIFIC STREET SUITE 216 OMAHA NE 68106 208809060 501(C)(3) 30000 0 PROGRAM SUPPORT PROJECT HARMONY 11949 Q STREET OMAHA NE 68137 470789054 501(C)(3) 55000 0 EVENT & OMAHA AWARD PROJECT HOPE INC 6201 N 60TH ST OMAHA NE 68104 470682835 501(C)(3) 25000 0 OMAHA AWARD PROJECT HOUSEWORKS 2316 S 24TH STREET OMAHA NE 68108 470793980 501(C)(3) 45000 0 OMAHA AWARD PROJECT PINKD INC 4089 S 84TH ST 108 OMAHA NE 68127 455212995 501(C)3 15000 0 OMAHA AWARD RONALD MCDONALD HOUSE CHARITIES 620 S 38TH AVENUE OMAHA NE 68105 470755104 501(C)(3) 45000 0 OMAHA AWARD SANTA MONICA INC 401 SOUTH 39TH ST OMAHA NE 68131 470547017 501(C)3 40000 0 OMAHA AWARD SAVING GRACE PERISHABLE FOOD RESCUE INC 4611 SO 96TH ST STE 154 OMAHA NE 68127 461852863 501(C)(3) 50000 0 OMAHA AWARD SIENA FRANCIS HOUSE 1401 N 18TH STREET OMAHA NE 68102 470601005 501(C)3 65000 0 OMAHA AWARD & PROGRAM SUPPORT STEPHEN CENTER 2723 Q STREET OMAHA NE 68107 363363994 501(C)(3) 50000 0 OMAHA AWARD STRATEGIC AIR COMMAND & AEROSPACE MUSEUM 28210 W PARK HWY ASHLAND NE 68003 470619646 501(C)3 20300 0 GENERAL OPERATING SUPPORT TEAMMATES MENTORING PROGRAM 121 S 13TH ST SUITE 300 LINCOLN NE 68508 470840990 501(C)3 3025000 0 EVENT & PROGRAM SUPPORT THE FURNITURE PROJECT 10808 J STREET OMAHA NE 68137 833909969 501(C)3 35000 0 OMAHA AWARD THE SALVATION ARMY 10755 BURT STREET OMAHA NE 68114 362167910 501(C)(3) 25000 0 EMERGENCY ASSISTANCE THE TEEN CENTER 12200 BURKE BLVD OMAHA NE 68154 850718199 501(C)3 10000 0 OMAHA AWARD TOGETHER INC 812 S 24TH STREET OMAHA NE 68108 470589290 501(C)(3) 50000 0 OMAHA AWARD UNIVERSITY OF NEBRASKA - OMAHA 6001 DODGE STREET OMAHA NE 68182 470049123 GOVT 2483358 0 PROGRAM SUPPORT UNIVERSITY OF NEBRASKA FOUNDATION 1010 LINCOLN MALL SUITE 300 LINCOLN NE 68508 470379839 501(C)(3) 22378452 0 CAPITAL CAMPAIGN, PROGRAM SUPPORT, & SCHOLARSHIPS VISITING NURSE ASSOCIATION 12565 WEST CENTER ROAD SUITE 100 OMAHA NE 68144 470690286 501(C)(3) 40000 0 OMAHA AWARD WESTERN NEBRASKA COMMUNITY COLLEGE FOUNDATION 1601 E 27TH STREET SCOTTSBLUFF NE 69361 237137706 501(C)3 8400 0 PROGRAM SUPPORT WHISPERING ROOTS 4104 S 90TH STREET OMAHA NE 68127 461579222 501(C)(3) 50000 0 OMAHA AWARD WINGS OVER THE ROCKIES AIR & SPACE MUSEUM 7711 E ACADEMY BLVD DENVER CO 80230 840931491 501(C)3 10000 0 GENERAL OPERATING SUPPORT YOUTH EMERGENCY SERVICES INC 2566 FARNAM STREET SUITE 301 OMAHA NE 68131 470586898 501(C)3 30000 0 OMAHA AWARD 67 0 PART I, LINE 2: BEFORE A GRANT IS GIVEN, EVERY GRANTEE SIGNS A WRITTEN CONTRACT. THE CONTRACT OUTLINES A REPORTING WHEREBY THE FOUNDATION MAY REQUEST A WRITTEN REPORT OR MANDATES A WRITTEN REPORT DURING THE GRANT YEAR 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 428930 0 411911 0 0 0 16500 0 18516 0 875857 0 0 0 KEN MOREANO EXECUTIVE DIRECTOR - NOAK 490070 0 30858 0 0 0 16500 0 26292 0 563720 0 0 0 CHRISTI ANNIN CFO 187745 0 50000 0 0 0 11731 0 26292 0 275768 0 0 0 RICHARD EAKIN VICE PRESIDENT 194511 0 60000 0 0 0 10000 0 9456 0 273967 0 0 0 GARY FREEMAN BUSINESS OPERATIONS OFFICER 188360 0 20000 0 0 0 11000 0 26160 0 245520 0 0 0 ANNE FOLKERS DEPUTY DIRECTOR 168370 0 30000 0 0 0 8750 0 26292 0 233412 0 0 0 DOMINIC ROMEO SERVICE MANAGER - NOAK 199500 0 20950 0 0 0 10972 0 0 0 231422 0 0 0 LAURA MILLER DIRECTOR OF EDUCATION 180000 0 30000 0 0 0 10500 0 0 0 220500 0 0 0 RYAN OSBORN DIRECTOR OF OPERATIONS - NOAK 170547 0 18800 0 0 0 9146 0 18504 0 216997 0 0 0 SARAH LOPEZ DIRECTOR OF GRANTMAKING 160000 0 30000 0 0 0 9500 0 0 0 199500 0 0 0 TRACI WILLIAMS HANCOCK BUSINESS OPERATIONS DIRECTOR - NOAK 135090 0 14000 0 0 0 6623 0 9456 0 165169 0 0 0 DAVID SCOTT - TETRAD CORP BOD 659438 RENT 0 CINDY SMITH - CINDY SMITH & ASSOCIATES BOD 145147 SERVICES 0 DAVE & SANDY PARKER - SHEPPARDS BUSINESS INTERIORS SUBSTANTIAL CONTRIBUTOR - FAMILY 146260 SERVICES 0 FORM 990, PART V, LINE 2A: THIS NUMBER INCLUDES EMPLOYEES REPORTED UNDER THE EIN'S OF TWO OF THE FOUNDATION'S 100% OWNED DISREGARDED ENTITIES: NOAK MANAGEMENT LLC (45-2062904) SWF LLC (90-0867884) FORM 990, PART VI, SECTION A, LINE 2 DAVID SCOTT AND WILLIAM SINGER - FAMILY RELATIONSHIP DAVID SCOTT AND RICH EAKIN - BUSINESS RELATIONSHIP CINDY SMITH, OWNER OF CINDY SMITH & ASSOCIATES W DAVID SCOTT, DIRECTOR OF TETRAD CORPORATION SHEPPARDS BUSINESS INTERIORS, OWNED BY SANDY AND DAVE PARKER (FAMILY OF WALTER SCOTT) KEN MOREANO, EMPLOYEE OF NOAK MANAGEMENT; GENERAL MANAGER OF NOAK INNOVATION (AND 30% OWNER) AND AKSARBEN DISCOVERY CAPITAL 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 C, LINE 19 THE FOUNDATION DOES NOT MAKE THESE RECORDS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: REVERSAL OF INTERCOMPANY RECEIVABLE -3,620,380. NOAK MANAGEMENT 10340 NORTH 84TH ST OMAHA NE 68122 452062904 REAL ESTATE NE 3061171 S&W SCOTT FDN SWF LLC 10340 NORTH 84TH ST OMAHA NE 68122 900867884 MGMT CO NE 4335953 S&W SCOTT FDN CENTENNIAL FARMS 10340 NORTH 84TH ST OMAHA NE 68122 470810101 MGMT CO NE S&W SCOTT FDN WIND RIVER 10340 NORTH 84TH ST OMAHA NE 68122 470810156 MGMT CO NE S&W SCOTT FDN OMAHA COMMUNITY FOUNDATION 3555 FARNAM ST STE 222 OMAHA NE 68131 470645958 COMMUNITY FDN NE 501(C)(3) LINE 8 N/A 0 AMY L SCOTT FAMILY FOUNDATION 10340 NORTH 84TH STREET OMAHA NE 68122 364071890 SUPPORT NE 501(C)(3) LINE 12A, I OCF 0 LORI & DAVID SCOTT FOUNDATION 10340 NORTH 84TH STREET OMAHA NE 68122 364071892 SUPPORT NE 501(C)(3) LINE 12A, I OCF 0 DIXON FAMILY FOUNDATION 10340 NORTH 84TH STREET OMAHA NE 68122 364071611 SUPPORT NE 501(C)(3) LINE 12A, I OCF 0 PARKER FAMILY FOUNDATION 10340 NORTH 84TH STREET OMAHA NE 68122 364071893 SUPPORT NE 501(C)(3) LINE 12A, I OCF 0 SINGER FOUNDATION 10340 NORTH 84TH STREET OMAHA NE 68122 821061824 SUPPORT NE 501(C)(3) LINE 12A, I OCF 0 NOAK INNOVATION LLC 10340 NORTH 84TH STREET OMAHA NE 68122 452063103 INVESTMENT NE S&W SCOTT FDN EXCLUDED -1772 1934196 0 1 0.70000 SCOTT RESIDENTIAL MANAGEMENT LLC 6510 PINE STREET OMAHA NE 68106 264763045 PROPERTY MGMT NE S&W SCOTT FDN C -8959 537720 0.51000 1 SCOTT MANAGED SERVICES LLC 6825 PINE ST STE 123 OMAHA NE 68106 901673756 MGMT CO NE S&W SCOTT FDN C -895979 528192 1.00000 1 0 1 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 SCOTT RESIDENTIAL MANAGEMENT M 5330848 BOOK OMAHA COMMUNITY FOUNDATION B 285500 CASH PAID AMY L SCOTT FAMILY FOUNDATION L 100000 CASH PAID AMY L SCOTT FAMILY FOUNDATION B 5000080 FMV DIXON FAMILY FOUNDATION L 100000 CASH PAID DIXON FAMILY FOUNDATION B 5000080 FMV LORI & DAVID SCOTT FOUNDATION L 100000 CASH PAID LORI & DAVID SCOTT FOUNDATION B 5000080 FMV PARKER FAMILY FOUNDATION L 100000 CASH PAID PARKER FAMILY FOUNDATION B 5000080 FMV