2025-11-17T11:24:45-06:00 2024-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2024-01-01 363727897 SUZANNE & WALTER SCOTT FOUNDATION SUZA 4025021122 10340 NORTH 84TH STREET OMAHA NE 681222216 CHRISTI ANNIN CFO 4025021122 2025-11-17 1 0 JAMES J TICHOTA P00573913 4024968800 2025-11-14 2024 2025-03-06 01:10:19Z CHRISTI ANNIN 10340 NORTH 84TH STREET OMAHA NE 681222216 1200455694 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 57 7 0 9830 297816512 373402500 1494000 1519000 10991344 85788624 17573763 19495683 327875619 480205807 56117915 25748185 0 0 7229874 8565470 0 0 0 13977712 15633732 77325501 49947387 250550118 430258420 624027717 965051014 14607015 17632832 609420702 947418182 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 40855442 25748185 1519000 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 IN NEBRASKA AND SOUTHWEST IOWA 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. 40855442 1 1 0 0 0 0 0 1 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 1 X 45 0 1 57 1 1 1 0 0 0 0 0 0 0 0 0 X 7 6 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 (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 937258 0 36642 RICHARD EAKIN VICE PRESIDENT 40.00 X 289154 0 20515 CHRISTI ANNIN CFO 40.00 X 286978 0 39415 ANNE FOLKERS DEPUTY DIRECTOR 40.00 X 232717 0 39588 LAURA MILLER DIRECTOR OF EDUCATION 40.00 X 250000 0 11977 SARAH LOPEZ DIRECTOR OF GRANTMAKING 40.00 X 210001 0 10500 KEN MOREANO EXECUTIVE DIRECTOR - NOAK 0.00 40.00 X 567020 0 44838 DOMINIC ROMEO SERVICE MANAGER - NOAK 0.00 40.00 X 233355 0 11668 RYAN OSBORN DIRECTOR OF OPERATIONS - NOAK 0.00 40.00 X 200786 0 29359 GARY FREEMAN BUSINESS OPERATIONS OFFICER 40.00 X 223620 0 31058 WILLIAM TORSON CHIEF TECHNOLOGY OFFICER - NOAK 0.00 40.00 X 228709 0 11436 3659598 0 286996 11 0 1 0 KIEWIT BUILDING GROUP INC 15002 COLLECTION CENTER DR CHICAGO IL 606930156 CONSTRUCTION 1380593 TETRAD CORPORATION 10340 N 84TH STREET OMAHA NE 68122 RENT 668749 STORYFIND FILMS 2124 Y STREET STE 129 LINCOLN NE 68503 MARKETING SERVICES 436532 DOLAN MCENIRY CAPITAL MANAGEMENT LLC 120 NORTH LASALLE STREET SUITE 151 CHICAGO IL 60602 INVESTMENT SERVICES 344638 METHOD DEVELOPMENT LLC 663 N 132ND ST 146 OMAHA NE 68154 CONSULTING SERVICES 225019 7 373402500 370402500 373402500 MANAGEMENT FEE 531390 1519000 1519000 1519000 12546363 12546363 19428726 0 19428726 19428726 19428726 793492148 720249887 73242261 73242261 73242261 OTHER REVENUE 900099 66957 66957 66957 480205807 1519000 0 105284307 25748185 25748185 2353008 1176504 1176504 4311572 3008544 1303028 335029 233778 101251 1118773 780661 338112 447088 311971 135117 80498 40249 40249 80700 40350 40350 758878 758878 975835 169508 806327 742851 547312 195539 818613 818613 3150597 2198435 952162 338799 338799 981121 684610 296511 842707 842707 422677 422677 FOOD SERVICES 1776956 1776956 REPAIRS AND MAINTENANCE 1357212 1357212 SCOTT TECH CRT - OPERAT 1189271 1189271 SECURITY 839531 590604 248927 1277486 158585 1118901 49947387 40855442 9091945 0 41274331 158119517 743563 688100 16587054 4301340 26613564 5626068 17754729 20987496 411184175 9896625 111654244 682759325 13796564 24829621 74502047 624027717 965051014 4132112 3927389 5323536 5147618 0 3926883 5151367 4630942 14607015 17632832 X 609420702 947418182 609420702 947418182 624027717 965051014 X 430258420 -87030428 -5230512 X 0 1 X 0 0 X X 1 OMAHA COMMUNITY FOUNDATION 470645958 8 1 25748185 0 1 25748185 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 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 501(C)(3) 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 3089827 13765061 8040276 2536241 5504035 20987496 EQUITY INVESTMENTS 305076025 F US TREASURY 377683300 F 682759325 OTHER ASSETS 10944164 RIGHT-OF-USE ASSET 4630052 CONSTRUCTION IN PROGRESS 48927831 REAL ESTATE 10000000 74502047 LEASE LIABILITY 4630942 4630942 X 394472476 -87030428 2061687 -84968741 479441217 764590 764590 480205807 56474996 7292199 7292199 49182797 764590 764590 49947387 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, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME REPORTED ON SRM TR 1,157,240. INCOME REPORTED ON SMS TR 904,447. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES, NETTED AGAINST INCOME 764,590. PART XII, LINE 2D - OTHER ADJUSTMENTS: SMS ADJUSTMENTS 3,032,289. SRHC ADJUSTMENTS 3,628,337. SRM REMOVAL 631,573. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES, NETTED AGAINST INCOME 764,590. 0 ANGELS AMONG US 220 NORTH 89TH STREET 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 NORTH 117TH AVENUE SUITE 220 OMAHA NE 68164 261545078 501(C)3 2230000 0 GENERAL OPERATING SUPPORT BOY SCOUTS OF AMERICA MID-AMERICA COUNCIL 12401 W MAPLE RD OMAHA NE 68164 470376545 501(C)3 18000 0 EVENT CAROLE'S HOUSE OF HOPE 7815 HARNEY STREET OMAHA NE 68114 800741577 501(C)3 45000 0 OMAHA AWARD CENTRAL COMMUNITY COLLEGE FOUNDATION 201 FOUNDATION PLACE SUITE 200 HASTINGS NE 689014014 470728813 501(C)3 41250 0 PROGRAM SUPPORT CHILD SAVING INSTITUTE 4545 DODGE STREET OMAHA NE 68132 450489204 501(C)3 45000 0 OMAHA AWARD CHILDREN'S HOSPITAL & MEDICAL CENTER FOUNDATION 8404 INDIAN HILLS DRIVE SUITE 650 OMAHA NE 681144113 476105603 501(C)3 7000 0 EVENT COLORADO STATE UNIVERSITY FOUNDATION 410 UNIVERSITY SERVICES CENTER FORT COLLINS CO 805239100 237098397 501(C)3 3914500 0 SCHOLARSHIPS COMPLETELY KIDS 2566 ST MARYS AVE OMAHA NE 68105 275111197 501(C)3 45000 0 OMAHA AWARD & EVENT CREIGHTON UNIVERSITY 2500 CALIFORNIA PLAZA OMAHA NE 68178 470376583 501(C)3 1075556 0 SCHOLARSHIPS FOOD BANK FOR THE HEARTLAND 10525 J STREET OMAHA NE 68127 470637701 501(C)3 50000 0 OMAHA AWARD FOSTER LOVE INCORPORATION 7595 MAIN ST OMAHA NE 68127 851321331 501(C)3 15000 0 OMAHA AWARD GIRLS INCORPORATED OF OMAHA 2811 N 45TH ST OMAHA NE 68104 470562184 501(C)3 20000 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 1229 MILLWORK AVE STE 301 OMAHA NE 68102 363283625 501(C)3 50000 0 OMAHA AWARD HASTINGS COLLEGE FOUNDATION 710 N TURNER AVENUE HASTINGS NE 68901 470376525 501(C)3 5903944 0 SCHOLARSHIPS AND CAPITAL CAMPAIGN HEART MINISTRY CENTER 2222 BINNEY STREET OMAHA NE 68110 810614816 501(C)3 50000 0 OMAHA AWARD HEARTLAND FAMILY SERVICE 2101 S 42ND STREET OMAHA NE 68105 470390618 501(C)3 40000 0 OMAHA AWARD HEARTLAND HOPE MISSION 2021 U STREET OMAHA NE 681073666 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 LEGAL AID OF NEBRASKA 209 S 19TH STREET SUITE 200 OMAHA NE 681021709 470483506 501(C)3 30000 0 OMAHA AWARD MADONNA SCHOOL 6402 N 71ST PLAZA OMAHA NE 681044674 470491332 501(C)3 153000 0 CAPITAL CAMPAIGN MERCY HOUSING MIDWEST 7241 EDNA COURT LA VISTA NE 68128 470772351 501(C)3 25000 0 OMAHA AWARD METRO REVAMP COLLECTIVE DBA REIMAGINE 1124 PACIFIC ST PO BOX 3723 OMAHA NE 68108 923458507 501(C)3 20000 0 OMAHA AWARD METROPOLITAN COMMUNITY COLLEGE FOUNDATION PO BOX 3777 OMAHA NE 68103 470596504 501(C)3 1308626 0 PROGRAM SUPPORT, SCHOLARSHIPS, AND OMAHA AWARD MICAH HOUSE 1415 AVENUE J COUNCIL BLUFFS IA 51501 421292393 501(C)3 46000 0 OMAHA AWARD AND PROGRAM SUPPORT NEBRASKA DIAPER BANK 9100 F ST SUITE 100 OMAHA NE 68127 474953614 501(C)3 30000 0 OMAHA AWARD NEBRASKA GAME & PARKS FOUNDATION PO BOX 36 WAVERLY NE 68462 363237503 501(C)3 11500 0 EVENT NEW VISIONS HOMELESS SERVICES 1435 N 15TH STREET COUNCIL BLUFFS IA 51501 812668778 501(C)3 35000 0 OMAHA AWARD NO MORE EMPTY POTS 8511 NORTH 30TH STREET OMAHA NE 68112 272427728 501(C)3 15000 0 OMAHA AWARD NORTHEAST COMMUNITY COLLEGE FOUNDATION 801 E BENJAMIN AVE NORFOLK NE 68701 510145185 501(C)3 17100 0 PROGRAM SUPPORT OMAHA COMMUNITY FOUNDATION 1120 S 101 STREET SUITE 320 OMAHA NE 68124 470645958 501(C)3 75000 0 PROGRAM SUPPORT, OMAHA AWARD AND EVENT OMAHA ZOO FOUNDATION 3701 SOUTH 10TH STREET OMAHA NE 68107 363297716 501(C)3 26000 0 EVENT 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 67000 0 OMAHA AWARD AND PROGRAM SUPPORT PARTNERSHIP 4 HOPE INC 2312 S 125TH AVE OMAHA NE 68144 821236436 501(C)3 20000 0 OMAHA AWARD PLATTE INSTITUTE FOR ECONOMIC RESEARCH 6910 PACIFIC STREET SUITE 216 OMAHA NE 68106 208809060 501(C)3 60000 0 PROGRAM SUPPORT PROJECT HARMONY 11949 Q STREET OMAHA NE 68137 470789054 501(C)3 50000 0 OMAHA AWARD PROJECT HOPE INC 6201 N 60TH ST OMAHA NE 68104 470682835 501(C)3 15000 0 OMAHA AWARD PROJECT HOUSEWORKS 2316 S 24TH STREET OMAHA NE 68108 470793980 501(C)3 50000 0 OMAHA AWARD RISE 3555 FARNAM STREET SUITE 501 OMAHA NE 68131 830583165 501(C)3 10000 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 681271242 461852863 501(C)3 50000 0 OMAHA AWARD SIENA FRANCIS HOUSE 1401 N 18TH STREET OMAHA NE 68102 470601005 501(C)3 70000 0 OMAHA AWARD AND PROGRAM SUPPORT STEPHEN CENTER 2723 Q STREET OMAHA NE 68107 363363994 501(C)3 58000 0 OMAHA AWARD AND PROGRAM SUPPORT TEAMMATES MENTORING PROGRAM 121 S 13TH STREET SUITE 300 LINCOLN NE 68508 470840990 501(C)3 10000 0 EVENT THE DURHAM MUSEUM 801 S 10TH STREET OMAHA NE 68108 470556061 501(C)3 20000 0 EVENT 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 OMAHA AWARD THE TEEN CENTER 12200 BURKE BLVD OMAHA NE 68154 850718199 501(C)3 10000 0 OMAHA AWARD TOGETHER INC 812 S 24 STREET OMAHA NE 68108 470589290 501(C)3 50000 0 OMAHA AWARD UNIVERSITY OF NEBRASKA - OMAHA 6001 DODGE STREET OMAHA NE 68182 470049123 GOVT 1500303 0 CAPITAL PROJECTS UNIVERSITY OF NEBRASKA FOUNDATION 1010 LINCOLN MALL SUITE 300 LINCOLN NE 68508 470379839 501(C)3 7516624 0 CAPITAL CAMPAIGN, PROGRAM SUPPORT AND SCHOLARSHIPS VISITING NURSE ASSOCIATION 12565 W CENTER ROAD SUITE 100 OMAHA NE 68144 470690286 501(C)3 40000 0 OMAHA AWARD WAYNE STATE FOUNDATION 1111 MAIN STREET WAYNE NE 687871172 476032870 501(C)3 300000 0 PROGRAM SUPPORT WESTERN NEBRASKA COMMUNITY COLLEGE FOUNDATION 1601 E 27TH STREET SCOTTSBLUFF NE 69361 237137706 501(C)3 10200 0 PROGRAM SUPPORT WHISPERING ROOTS 4104 S 90TH STREET OMAHA NE 68127 461579222 501(C)3 50000 0 OMAHA AWARD YOUTH EMERGENCY SERVICES INC 2566 FARNAM STREET SUITE 301 OMAHA NE 68131 470586898 501(C)3 50000 0 OMAHA AWARD 60 1 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. X X X 1 1 X X 0 0 0 0 0 0 0 0 0 CALVIN SISSON PRESIDENT & CEO 660155 0 265366 0 11737 0 17250 0 20358 0 974866 0 0 0 KEN MOREANO EXECUTIVE DIRECTOR - NOAK 489552 0 75386 0 2082 0 17250 0 28554 0 612824 0 0 0 CHRISTI ANNIN CFO 269670 0 17308 0 0 0 11827 0 28554 0 327359 0 0 0 RICHARD EAKIN VICE PRESIDENT 243385 0 45769 0 0 0 10615 0 10818 0 310587 0 0 0 ANNE FOLKERS DEPUTY DIRECTOR 222332 0 10385 0 0 0 12000 0 28554 0 273271 0 0 0 LAURA MILLER DIRECTOR OF EDUCATION 229615 0 20385 0 0 0 11977 0 966 0 262943 0 0 0 GARY FREEMAN BUSINESS OPERATIONS OFFICER 198620 0 25000 0 0 0 11750 0 20274 0 255644 0 0 0 DOMINIC ROMEO SERVICE MANAGER - NOAK 207480 0 25875 0 0 0 11668 0 966 0 245989 0 0 0 WILLIAM TORSON CHIEF TECHNOLOGY OFFICER - NOAK 203334 0 25375 0 0 0 11436 0 966 0 241111 0 0 0 RYAN OSBORN DIRECTOR OF OPERATIONS - NOAK 177036 0 23750 0 0 0 9967 0 20358 0 231111 0 0 0 SARAH LOPEZ DIRECTOR OF GRANTMAKING 199616 0 10385 0 0 0 10500 0 966 0 221467 0 0 0 W DAVID SCOTT - TETRAD CORP BOD 668749 RENT 0 X 569850 370402500 FMV 0 0 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 W. DAVID SCOTT AND RICH EAKIN - BUSINESS RELATIONSHIP W. DAVID SCOTT AND CALVIN SISSON - BUSINESS RELATIONSHIP W. DAVID SCOTT, DIRECTOR OF TETRAD CORPORATION 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 C, LINE 19 THE FOUNDATION DOES NOT MAKE THESE RECORDS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: REVERSAL OF INTERCOMPANY RECEIVABLE -5,230,512. 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