2025-05-15T16:03:03-05:00 2024-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2024-01-01 364071611 DIXON FAMILY FOUNDATION DIXO 4025021122 10340 NORTH 84TH STREET OMAHA NE 68122 CHRISTI ANNIN CFO 4025021122 2025-05-15 1 0 HANNAH GOSCHA P02133534 4024968800 2025-05-14 2024 2025-03-06 01:10:19Z CHRISTI ANNIN 10340 NORTH 84TH STREET OMAHA NE 68122 17207554 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. 7 7 0 7 0 0 5000080 0 0 0 696378 1171429 0 0 5696458 1171429 735500 705500 0 0 0 0 0 0 0 258072 264435 993572 969935 4702886 201494 48231380 48122607 287936 24624 47943444 48097983 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 775345 705500 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 IN COMMUNITIES IN NEBRASKA AND SOUTHWEST IOWA BY IDENTIFYING AND ADDRESSING CURRENT ANTICIPATED COMMUNITY NEEDS AND RAISING, MANAGING, AND DISTRIBUTING FUNDS. 775345 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 X 7 7 1 0 1 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 68122 KAREN A DIXON CHAIRMAN 1.00 X X 0 0 0 KATHRYN DIXON LAMBERT DIRECTOR 1.00 X 0 0 0 ELIZABETH DIXON TREASURER 1.00 X X 0 0 0 LINDSEY TONNIGES DIRECTOR 1.00 X 0 0 0 ROBYN ROBERTS FREEMAN DIRECTOR 1.00 X 0 0 0 SARAH YALE DIRECTOR 1.00 X 0 0 0 CJ GUENZEL DIRECTOR 1.00 X 0 0 0 CALVIN SISSON PRESIDENT & CEO 1.00 39.00 X 0 937258 36642 RICH EAKIN VICE PRESIDENT 1.00 39.00 X 0 289154 20515 CHRISTI ANNIN CFO 1.00 39.00 X 0 286978 39415 SARAH LOPEZ SECRETARY 1.00 39.00 X 0 210001 10500 0 1723391 107072 0 0 1 0 0 1479079 1479079 15728475 16036125 -307650 -307650 -307650 1171429 0 0 1171429 705500 705500 100000 50000 50000 1964 982 982 12500 6250 6250 127358 127358 925 925 CONSULTING FEE 20000 10000 10000 PV ADJUSTMENT 1688 1688 969935 775345 194590 0 2187510 943030 45653938 46619623 389932 559954 48231380 48122607 287936 24624 287936 24624 X 47943444 48097983 47943444 48097983 48231380 48122607 201494 -46955 0 X X 0 1 X 1 0 X X 1 OMAHA COMMUNITY FOUNDATION 470645958 8 1 705500 0 1 705500 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 SECTION B, QUESTION 1: OMAHA COMMUNITY FOUNDATION (OCF), THE DIXON FAMILY FOUNDATION'S SUPPORTED ORGANIZATION, CONTROLS THE BOARD OF THE DIXON FAMILY FOUNDATION THROUGH ITS APPOINTMENT OF A MAJORITY OF THE MEMBERS OF THE DIXON FAMILY FOUNDATION'S BOARD. OCF'S PRIMARY PURPOSE IS TO FUND CHARITABLE PROGRAMS AND ORGANIZATIONS PRIMARILY SERVING NEBRASKA AND SOUTHWEST IOWA. THEREFORE, THE DISTRIBUTIONS MADE BY THE DIXON FAMILY FOUNDATION TO VARIOUS NONPROFITS AS DETERMINED BY ITS BOARD, WHICH IS CONTROLLED BY OCF APPOINTEES, CONSTITUTES DISTRIBUTIONS TO MEMBERS OF THE CHARITABLE CLASS BENEFITED BY OCF. CONSEQUENTLY, ALL OF THE DISTRIBUTIONS MADE, WHETHER DIRECTLY TO OCF, OR TO ORGANIZATIONS CHOSEN BY THE DIXON 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. 0 X 997116 -46955 -46955 1044071 127358 127358 1171429 842577 0 842577 127358 127358 969935 PART X, LINE 2: THE FOUNDATION APPLIES THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) INTERPRETATION NO. 48 (FIN 48) ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) SUBTOPIC 740-10 INCOME TAXES OVERALL). AT DECEMBER 31, 2024 AND 2023, THE FOUNDATION HAD NO UNCERTAIN INCOME TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 127,358. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 127,358. 1 ADULT EDUCATION CENTER 4805 N 72ND ST OMAHA NE 68134 862424088 501(C)(3) 40000 0 PROGRAM SUPPORT BAND OF ANGELS CORP 11890 W 135TH ST OVERLAND PARK KS 662219399 461617742 501(C)(3) 10000 0 PROGRAM SUPPORT BOYS AND GIRLS CLUB OF THE MIDLANDS 2610 HAMILTON ST OMAHA NE 68131 470467350 501(C)(3) 90000 0 CAPITAL CAMPAIGN & PROGRAM SUPPORT HEARTLAND EQUINE THERAPEUTIC RIDING ACADEMY INC 10130 S 222ND ST GRETNA NE 68028 363713040 501(C)(3) 25000 0 CAPITAL CAMPAIGN JOSLYN CASTLE TRUST 3902 DAVENPORT STREET OMAHA NE 68131 470768416 501(C)(3) 15000 0 GENERAL SUPPORT LAURITZEN GARDENS 100 BANCROFT STREET OMAHA NE 68108 470659701 501(C)(3) 20000 0 EVENT NEBRASKA COMMUNITY FOUNDATION PO BOX 83107 LINCOLN NE 68501 470769903 501(C)(3) 7500 0 GENERAL SUPPORT OMAHA COMMUNITY FOUNDATION 1120 S 101 ST STE 320 OMAHA NE 68124 470645958 501(C)(3) 187000 0 CAPITAL CAMPAIGN & PROGRAM SUPPORT OMAHA DISCOVERY TRUST 345 RIVERFRONT DRIVE OMAHA NE 68102 320596113 501(C)(3) 10000 0 GENERAL SUPPORT OMAHA PERFORMING ARTS SOCIETY 1200 DOUGLAS STREET OMAHA NE 68102 470832480 501(C)(3) 30000 0 PROGRAM SUPPORT OMAHA PUBLIC LIBRARY FOUNDATION 8790 F STREET SUITE 108 OMAHA NE 68127 363411575 501(C)(3) 10000 0 CAPITAL CAMPAIGN OMAHA THEATER COMPANY 2001 FARNAM STREET OMAHA NE 68102 470494912 501(C)(3) 13500 0 PROGRAM SUPPORT ON CUE 5719 PACIFIC STREET OMAHA NE 68106 813271737 501(C)(3) 15000 0 PROGRAM SUPPORT SHELTERING TREE INC PO BOX 4990 OMAHA NE 68104 030605993 501(C)(3) 150000 0 CAPITAL CAMPAIGN STRATEGIC AIR COMMAND & AEROSPACE MUSEUM 28210 W PARK HWY ASHLAND NE 680033525 470619646 501(C)(3) 20000 0 PROGRAM SUPPORT THE DURHAM MUSEUM 801 S 10TH STREET OMAHA NE 68108 470556061 501(C)(3) 25000 0 PROGRAM SUPPORT THE TEEN CENTER 12200 BURKE BLVD OMAHA NE 68154 850718199 501(C)(3) 10000 0 CAPITAL CAMPAIGN VOLUNTEERS ASSISTING SENIORS 1941 SOUTH 42ND STREET OMAHA NE 68105 470617717 501(C)(3) 7500 0 GENERAL SUPPORT 18 PART I, LINE 2: BEFORE A GRANT IS GIVEN, EVERY GRANTEE SIGNS 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 660155 0 265366 0 11737 0 17250 0 19392 0 973900 0 0 CHRISTI ANNIN CFO 0 269670 0 17308 0 0 0 11827 0 27588 0 326393 0 0 RICH EAKIN VICE PRESIDENT 0 243385 0 45769 0 0 0 10615 0 9900 0 309669 0 0 SARAH LOPEZ SECRETARY 0 199616 0 10385 0 0 0 10500 0 0 0 220501 0 0 FORM 990, PART VI, SECTION A, LINE 2 LINE 2 EXPLANATION - KAREN AND ELIZABETH DIXON AND KATHRYN LAMBERT ARE ALL RELATED FAMILY MEMBERS. FORM 990, PART VI, SECTION A, LINE 4 PURSUANT TO RECOMMENDATIONS BY OUR SUPPORTED ORGANIZATION, CHANGES WERE MADE TO OUR GOVERNING DOCUMENTS TO CLARIFY THAT PAYMENTS CAN BE MADE TO OR FOR THE USE OF INDIVIDUAL MEMBERS OF THE CHARITABLE CLASS BENEFITED BY OUR PUBLICLY SUPPORTED ORGANIZATION AND CAN BE MADE INDIRECTLY TO UNRELATED ORGANIZATIONS TO A MEMBER OF A CHARITABLE CLASS BENEFITED BY OUR PUBLICLY SUPPORTED ORGANIZATION WHO WOULD OTHERWISE RECEIVE DIRECT PAYMENTS FROM OUR PUBLICLY SUPPORTED ORGANIZATION CONSISTENT WITH REG. 1.509(A)-4(E)(1). ADDITIONALLY, OUR SUPPORTING ORGANIZATION EXPANDED THEIR GEOGRAPHIC LOCATION OF COMMUNITY IMPACT TO COVER NEBRASKA AND SOUTHWEST IOWA. FORM 990, PART VI, SECTION A, LINE 8B LINE 8 EXPLANATION - THE FOUNDATION DOES NOT HAVE ANY COMMITTEES THAT CURRENTLY ACT ON BEHALF OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - EACH DIRECTOR WILL RECEIVE THE FORM 990 PRIOR TO THE RETURN 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 VERBALLY 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: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OMAHA COMMUNITY FOUNDATION 302 S 36TH STREET OMAHA NE 68131 470645958 COMM TRUST NE 501(C)(3) LINE 8 N/A 0 SUZANNE & WALTER SCOTT FOUNDATION 10340 N 84TH STREET OMAHA NE 68122 363727897 SUPPORT NE 501(C)(3) LINE 12A, I N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 SUZANNE & WALTER SCOTT FOUNDATION M 100000 CASH PAID OMAHA COMMUNITY FOUNDATION B 187000 CASH PAID