2026-05-15T14:26:15-05:00 2025-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2025-01-01 364071611 DIXON FAMILY FOUNDATION DIXO 4025021122 10340 NORTH 84TH STREET OMAHA NE 68122 CHRISTI ANNIN CFO 4025021122 2026-05-15 1 DANIEL SWEENEY JD LLM P02009973 4024968800 2026-05-13 2025 2025-03-06 01:10:19Z CHRISTI ANNIN 10340 NORTH 84TH STREET OMAHA NE 68122 22064414 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 0 750000 0 0 1171429 2116970 0 9454 1171429 2876424 705500 1190000 0 0 0 0 0 0 0 264435 336094 969935 1526094 201494 1350330 48122607 51423797 24624 265170 48097983 51158627 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 1282621 1190000 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. 1282621 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 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 1 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 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 10982 272529 12583 RICH EAKIN VICE PRESIDENT 1.00 39.00 X 3622 89880 6743 CHRISTI ANNIN CFO 1.00 39.00 X 3718 92258 13196 SARAH LOPEZ SECRETARY 1.00 39.00 X 4428 134480 8033 22750 589147 40555 0 0 1 0 DOLAN MCENIRY CAPITAL MANAGEMENT LLC 120 NORTH LASALLE STREET SUITE 151 CHICAGO IL 60602 INVESTMENT SERVICES 139541 1 750000 750000 2115303 2115303 19189657 19187990 1667 1667 1667 PV ADJUSTMENT 900099 9454 9454 9454 2876424 0 0 2126424 1190000 1190000 100000 50000 50000 12500 6250 6250 177223 177223 26044 26044 327 327 CONSULTING FEE 20000 10000 10000 1526094 1282621 243473 0 943030 1163097 46619623 49688385 559954 572315 48122607 51423797 24624 265170 24624 265170 X 48097983 51158627 48097983 51158627 48122607 51423797 1350330 1710314 0 X X 0 1 X 1 0 X X 1 OMAHA COMMUNITY FOUNDATION 470645958 8 1 1190000 0 1 1190000 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 501(C)(3) ORGANIZATIONS AND GOVERNMENTAL ENTITIES WHO FURTHER THE MISSION OF THE OMAHA COMMUNITY FOUNDATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 4400061 1710314 1710314 2689747 186677 186677 2876424 1339417 0 1339417 186677 186677 1526094 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, 2025 AND 2024, THE FOUNDATION HAD NO UNCERTAIN INCOME TAX POSITIONS. THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 177,223. PV ADJUSTMENT 9,454. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 177,223. PV ADJUSTMENT 9,454. 1 BOYS AND GIRLS CLUB OF THE MIDLANDS 2610 HAMILTON ST OMAHA NE 68131 470467350 501(C)(3) 7500 0 GENERAL SUPPORT COLLECTIVE FOR YOUTH 105 N 31ST AVE OMAHA NE 68131 274577729 501(C)(3) 100000 0 PROGRAM SUPPORT COMPLETELY KIDS 2566 SAINT MARYS AVE OMAHA NE 68105 275111197 501(C)(3) 120000 0 PROGRAM SUPPORT CRCC 5321 S 138TH ST OMAHA NE 68137 470718409 501(C)(3) 20000 0 PROGRAM SUPPORT DISABLED AMERICAN VETERANS PO BOX 1827 COLUMBUS NE 68602 470462717 501(C)(4) 45000 0 CAPITAL CAMPAIGN EASTERN NEBRASKA OFFICE ON AGING 4780 SOUTH 131ST STREET OMAHA NE 68137 470668392 501(C)(3) 35000 0 PROGRAM SUPPORT FONTENELLE FOREST 1111 BELLEVUE BLVD N BELLEVUE NE 68005 476026109 501(C)(3) 60000 0 CAPITAL CAMPAIGN JOSLYN ART MUSEUM 2200 DODGE STREET OMAHA NE 68102 470384577 501(C)(3) 7500 0 GENERAL SUPPORT LAURITZEN GARDENS 100 BANCROFT STREET OMAHA NE 68108 470659701 501(C)(3) 15000 0 EVENT MAISY & MARLEYS PURPOSE INC 18595 TAYLOR LANE COUNCIL BLUFFS IA 51503 862812973 501(C)(3) 20000 0 PROGRAM SUPPORT MEMORIES FOR KIDS 10730 PACIFIC STREET SUITE 040 OMAHA NE 68114 453185195 501(C)(3) 15000 0 GENERAL SUPPORT NEBRASKA COMMUNITY FOUNDATION PO BOX 83107 LINCOLN NE 68501 470769903 501(C)(3) 15000 0 GENERAL SUPPORT NEBRASKA HUMANE SOCIETY 8929 FORT STREET OMAHA NE 681342842 470378997 501(C)(3) 20000 0 PROGRAM SUPPORT NORTHSTAR FOUNDATION 4242 NORTH 49TH AVE OMAHA NE 68104 260494022 501(C)(3) 15000 0 EVENT OMAHA COMMUNITY FOUNDATION 1120 S 101 ST STE 320 OMAHA NE 68124 470645958 501(C)(3) 480000 0 PROGRAM SUPPORT & EVENT OMAHA THEATER COMPANY 2001 FARNAM STREET OMAHA NE 68102 470494912 501(C)(3) 25000 0 PROGRAM SUPPORT OMAHA ZOO FOUNDATION 3701 SOUTH 10TH STREET OMAHA NE 68107 363297716 501(C)(3) 30000 0 PROGRAM SUPPORT PROJECT HARMONY 11949 Q STREET OMAHA NE 68137 470789054 501(C)(3) 50000 0 CAPITAL CAMPAIGN SHELTERING TREE INC PO BOX 4990 OMAHA NE 68104 030605993 501(C)(3) 20000 0 PROGRAM SUPPORT THE DURHAM MUSEUM 801 S 10TH STREET OMAHA NE 68108 470556061 501(C)(3) 30000 0 EVENT UNIVERSITY OF NEBRASKA FOUNDATION 1010 LINCOLN MALL SUITE 300 LINCOLN NE 68508 470379839 501(C)(3) 10000 0 GENERAL SUPPORT 20 1 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 9100 225818 1733 43003 149 3708 249 6189 250 6213 11481 284931 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 3 THE ORGANIZATION UTILIZES EMPLOYEES LEASED FROM AN UNRELATED MANAGEMENT COMPANY (SWF, LLC) PURSUANT TO A MANAGEMENT SERVICES AGREEMENT. SWF, LLC IS RESPONSIBLE FOR PAYROLL ADMINISTRATION, EMPLOYEE BENEFITS, HUMAN RESOURCES, AND OTHER EMPLOYMENT-RELATED FUNCTIONS. THE ORGANIZATION PAYS FEES OR REIMBURSES COSTS FOR SERVICES PROVIDED UNDER THE AGREEMENT. THE FOLLOWING INDIVIDUALS WERE COMPENSATED BY SWF, LLC FOR SERVICES TO THE DIXON FAMILY FOUNDATION: CALVIN SISSON PERFORMED EXECUTIVE SERVICES ($10,982), SARAH LOPEZ PERFORMED MANAGEMENT FUNCTIONS ($4,428), CHRISTI ANNIN PERFORMED FINANCIAL DUTIES ($3,718), AND RICH EAKIN PERFORMED MANAGEMENT FUNCTIONS ($3,622). 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 480000 CASH PAID