2025-05-15T16:02:48-05:00 2024-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2024-01-01 364071892 LORI & DAVID SCOTT FOUNDATION LORI 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 W DAVID SCOTT 10340 NORTH 84TH STREET OMAHA NE 68122 16934402 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 485373 843713 7829 0 5493282 843713 751800 482500 0 0 0 0 0 0 0 226125 240621 977925 723121 4515357 120592 39031694 38962608 393874 190000 38637820 38772608 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 561570 482500 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. 561570 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 3 0 1 0 0 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 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 FATIMA BASITH DIRECTOR 1.00 X 0 0 0 MIKE CASSLING 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 LAURA MILLER SECRETARY 1.00 39.00 X 0 250000 11977 0 1763390 108549 0 0 1 0 0 1078406 1078406 15855996 16090689 -234693 -234693 -234693 843713 0 0 843713 482500 482500 100000 50000 50000 1964 982 982 13700 6850 6850 93719 93719 CONSULTING FEE 20000 10000 10000 PV ADJUSTMENT 11126 11126 POSTAGE 112 112 723121 561570 161551 0 630621 11063006 38125887 27588359 275186 311243 39031694 38962608 393874 190000 393874 190000 X 38637820 38772608 38637820 38772608 39031694 38962608 120592 14196 0 X X 0 1 X 1 0 X X 1 OMAHA COMMUNITY FOUNDATION 470645958 8 1 482500 0 1 482500 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 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. 0 X 764190 14196 14196 749994 93719 93719 843713 629402 0 629402 93719 93719 723121 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, 2024 AND 2023, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 93,719. PV ADJUSTMENT PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 93,719. PV ADJUSTMENT 1 CHILDREN'S SCHOLARSHIP FUND 7837 CHICAGO PLAZA OMAHA NE 68114 470822724 501(C)(3) 10000 0 EVENT QUALITY LIVING INC 6404 NORTH 70TH PLAZA OMAHA NE 681041079 470665946 501(C)(3) 10000 0 EVENT NEBRASKA PHILANTHROPIC TRUST 11808 MIRACLE HILLS DRIVE SUITE 115 OMAHA NE 68154 832558124 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT THE DURHAM MUSEUM 801 S 10TH STREET OMAHA NE 68108 470556061 501(C)(3) 10000 0 EVENT PLATTE INSTITUTE FOR ECONOMIC RESEARCH 6910 PACIFIC ST STE 216 OMAHA NE 68106 208809060 501(C)(3) 20000 0 PROGRAM SUPPORT OMAHA COMMUNITY FOUNDATION 1120 S 101 STREET OMAHA NE 68124 470645958 501(C)(3) 25000 0 EVENT & PROGRAM SUPPORT PARTNERSHIP 4 KIDS 1004 FARNAM STREET SUITE 200 OMAHA NE 68102 470762798 501(C)(3) 25000 0 EVENT BOY SCOUTS OF AMERICA MID-AMERICA COUNCIL 12401 W MAPLE RD OMAHA NE 68164 470376545 501(C)(3) 25000 0 EVENT BROWNELL TALBOT SCHOOL 400 N HAPPY HOLLOW BLVD OMAHA NE 68130 470376595 501(C)(3) 67000 0 EVENT TEAMMATES MENTORING PROGRAM 121 S 13TH STREET LINCOLN NE 68508 470840990 501(C)(3) 110000 0 EVENT HASTINGS COLLEGE FOUNDATION 710 N TURNER AVENUE HASTINGS NE 68901 470376525 501(C)(3) 150000 0 CAPITAL CAMPAIGN 11 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 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 LAURA MILLER SECRETARY 0 229615 0 20385 0 0 0 11977 0 0 0 261977 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 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 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 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 25000 CASH PAID