2024-04-08T08:00:11-05:00 2023-12-31 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990PF 2023-01-01 470837377 KIM FOUNDATION C/O LARRY J COURTNAGE KIMF 4028916911 11949 Q STREET OMAHA NE 68137 LARRY J COURTNAGE PRESIDENT 4028916911 2024-04-02 1 LARRY COURTNAGE 999009999 1 WENDY R COOLEY CPA P01523804 4023302660 2024-04-01 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 13270608 X 615630 24566 18295 24566 374910 374910 374910 492893 11287077 492893 55954 477 477 477 1508476 886575 455907 155385 0 0 155385 257480 0 0 257480 48817 0 0 48817 16900 0 0 16900 40637 25851 25851 14786 334 0 0 0 35379 4211 4211 31168 22580 0 0 22580 19685 0 0 19685 89633 0 0 89633 477778 0 0 477778 1164608 30062 30062 1134212 522450 522450 1687058 30062 30062 1656662 -178582 856513 425845 145095 91436 91436 214092 296902 296902 25000 25000 12157349 11935488 12844384 15998 12886 12886 3517 3517 68 0 0 12532602 12361712 13270608 1544 9236 1544 9236 X 0 0 0 0 12531058 12352476 12531058 12352476 12532602 12361712 12531058 -178582 0 12352476 0 12352476 PUBLICLY TRADED SECURITIES P 2023-01-01 2023-12-31 1692855 1636901 55954 55954 PUBLICLY TRADED SECURITIES P 2022-01-01 2023-12-31 9594222 9157283 436939 436939 492893 55954 11906 0 11906 0 11906 7173 0 0 0 7173 0 4733 0 0 0 0 0 0 0 0 0 0 1 1 NE 1 1 0 0 0 1 WWW.THEKIMFOUNDATION.ORG LARRY J COURTNAGE 4028916997 11949 Q STREET OMAHA NE 68137 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LARRY J COURTNAGE 11949 Q STREET OMAHA NE 68137 PRESIDENT 1.00 0 0 0 KATHLEEN A COURTNAGE 11949 Q STREET OMAHA NE 68137 VICE PRESIDENT/SECRETARY 1.00 0 0 0 VICKI F WITKOVSKI 11949 Q STREET OMAHA NE 68137 TREASURER 1.00 0 0 0 CRAIG WOLF 11949 Q STREET OMAHA NE 68137 BOARD MEMBER 1.00 0 0 0 MARK WOLF 11949 Q STREET OMAHA NE 68137 BOARD MEMBER 1.00 0 0 0 MEGAN MCMURRY 11949 Q STREET OMAHA NE 68137 BOARD MEMBER 1.00 0 0 0 JULIA HEBENSTREIT 11949 Q STREET OMAHA NE 68137 EXECUTIVE DIRECTOR 40.00 155385 16120 2367 SADIE HINKEL 11949 Q STREET OMAHA NE 68137 PROGRAM DIRECTOR 40.00 60954 12559 1261 MOLLY WOODMAN 11949 Q STREET OMAHA NE 68137 OUTREACH COORDINATOR 40.00 53711 1054 1712 0 NONE 0 A TIME FOR HOPE & HEALING - EACH YEAR THE KIM FOUNDATION BRINGS THE COMMUNITY TOGETHER TO CELEBRATE AND LEARN MORE ABOUT MENTAL HEALTH AND SUICIDE PREVENTION. WE BRING IN A NATIONAL KEYNOTE SPEAKER, WHOSE MESSAGE WILL RESONATE WITH OUR COMMUNITY IN A WAY THAT IS EDUCATIONAL, TRANSPARENT, AND HOPEFUL SO THAT COMMUNITY MEMBERS WALK AWAY WITH A BETTER UNDERSTANDING OF THE TOPIC, WHAT THEY CAN DO TO HELP OTHERS, AND HOW TO GET MORE INVOLVED IF IT IS A TOPIC THEY ARE PASSIONATE ABOUT. 129074 MORE TOMORROWS - MORE TOMORROWS IS A PARTNERSHIP PUBLIC AWARENESS CAMPAIGN FOCUSED ON SUICIDE PREVENTION IN THE REGION 6 BEHAVIORAL HEALTHCARE AREA IN NEBRASKA. SUICIDE IS A VERY REAL PUBLIC HEALTH PROBLEM THAT AFFECTS INDIVIDUALS FROM ALL WALKS OF LIFE. IT IS IMPORTANT TO REMEMBER THAT YOUR STORY IS NOT OVER. THERE ARE MORE LAUGHS TO BE HAD. MORE LOVE TO GIVE AND RECEIVE. MORE VICTORIES TO CELEBRATE. AND MORE IMPORTANTLY, MORE TOMORROWS. 118384 NSMHC - THE NEBRASKA SCHOOL MENTAL HEALTH INITIATIVE WAS LAUNCHED TO PROMOTE STRONG MENTAL HEALTH SERVICES IN OUR SCHOOLS; TO PROVIDE RESOURCES AND TRAINING TO INCREASE ACCESS; AND TO PROMOTE EARLY INTERVENTION AND WRAP AROUND SERVICES FOR YOUTH AND FAMILIES. MEMBERS OF THE STEERING COMMITTEE WORK TOGETHER TO IMPROVE OUR SCHOOLS' SOCIAL AND EMOTIONAL CLIMATE BY PROVIDING A NETWORKING PLATFORM FOR COMMUNITY MEMBERS TO COLLABORATE AND CREATE CHANGE. 83585 THE EMPOWER YOUTH SUMMIT BRINGS HIGH SCHOOL STUDENTS TOGETHER FOR A DAY OF HOPE-FILLED CONNECTIONS AND EDUCATION ON MENTAL WELLNESS, SELF-CARE AND OTHER TOPICS - WITH THE GOAL THAT STUDENTS LEAVE FEELING BETTER EQUIPPED TO ADVOCATE FOR THEMSELVES AND OTHERS. 21333 0 12257592 773121 0 13030713 0 0 13030713 195461 12835252 641763 X 1656662 0 1656662 2022-12-19 X 425845 472321 498035 487764 1883965 361968 401473 423330 414599 1601370 1656662 1687946 1495168 1381746 6221522 522450 682113 785500 804850 2794913 1134212 1005833 709668 576896 3426609 0 0 427842 466249 535291 483253 1912635 0 0 0 0 LARRY J COURTNAGE X BRYAN MEDICAL CENTER 1600 SOUTH 48 STREET LINCOLN NE 685061299 PC MENTAL ILLNESS AWARENESS WEEK (MIAW) EXPANSION 40000 CAROLE'S HOUSE OF HOPE 7815 HARNEY STREET OMAHA NE 68114 PC MENTAL HEALTH PROGRAMMING FOR YOUNG MOTHERS 25000 CATHOLIC CHARITIES OF OMAHA 9223 BEDFORD AVENUE OMAHA NE 68134 PC SCHOOL MENTAL HEALTH PROGRAM (SMHP) 40000 CENTER FOR HOLISTIC DEVELOPMENT INC 5425 NORTH 103 STREET SUITE 2 OMAHA NE 68134 PC MENTAL HEALTH PROGRAMMING FOR AFRICAN AMERICANS 20000 CENTERPOINTE 2633 P STREET LINCOLN NE 68503 PC PEER SUPPORT CERTIFICATION PROGRAM 12950 CHILD SAVING INSTITUTE 4545 DODGE STREET OMAHA NE 68132 PC EXPANSION OF MENTAL HEALTH SERVICES TO INCLUDE PEDIATRIC & ADOLESCENT THERAPY AND MEDICATION MANAGEMENT PROGRAMS IN THE OMAHA METRO AREA 25000 CHILDREN'S RESPITE CARE CENTER 5321 SOUTH 138 STREET OMAHA NE 68137 PC OUTPATIENT AND SCHOOL BASED BEHAVIORAL HEALTH SERVICES PROGRAMS 50000 CHRISTIAN HOME ASSN - CHILDREN'S SQUARE USA 520 NORTH 7 STREET COUNCIL BLUFFS IA 51503 PC PSYCHIATRIC MEDICAL INSTITUTION FOR CHILDREN (PMIC) PROGRAMMING 15000 COMMUNITY ALLIANCE FOUNDATION 4001 LEAVENWORTH STREET OMAHA NE 68105 SO I BREAKING THE SILENCE ADVOCATE SPONSORSHIP 2500 COMPLETELY KIDS 2566 ST MARYS AVENUE OMAHA NE 68105 PC YOUTH AND FAMILY MENTAL HEALTH SERVICES WITH EXPANSION TO CULTURALLY RESPECTFUL THERAPIES 20000 CUES 2207 WIRT STREET OMAHA NE 68110 PC DIRECT CLINICAL SCHOOL BASED SERVICES 10000 HEART MINISTRY CENTER 2222 BINNEY STREET OMAHA NE 68110 PC MONEN HEALTHCARE CLINIC 15000 HEARTLAND EQUINE THERAPEUTIC RIDING ACADEMY 10130 SOUTH 222 STREET GRETNA NE 68028 PC EQUINE-FACILITATED MENTAL HEALTH SERVICES 15000 HEARTLAND FAMILY SERVICE 2101 SOUTH 42ND STREET OMAHA NE 68105 PC BEHAVIORAL AND MENTAL HEALTH SERVICES AND MATERIALS 40000 METHODIST HOSPITAL FOUNDATION 8701 WEST DODGE ROAD SUITE 450 OMAHA NE 68114 PC METHODIST COMMUNITY COUNSELING PROGRAM (MCCP) 50000 NE STATE SUICIDE PREVENTION COALITION 215 CENTENNIAL MALL SOUTH SUITE 401 LINCOLN NE 685880228 PC NEBRASKA SUICIDE PREVENTION SUMMIT 10000 NEBRASKA YOUTH JUSTICE INITIATIVE (RADIUS) 5040 GRAND AVENUE OMAHA NE 68104 PC TRAUMA INFORMED RESIDENTIAL SERVICES 50000 ONE WORLD COMMUNITY HEALTH CENTERS 4920 SOUTH 30 STREET SUITE 103 OMAHA NE 68107 PC YOUTH BEHAVIORAL HEALTH PROGRAM 20000 PROJECT HARMONY 11949 Q STREET OMAHA NE 68137 PC FAMILY ACCEPTANCE PROGRAM - CLINICIAN TRAINING 30000 RESPECT 820 SOUTH 75TH STREET OMAHA NE 68114 PC YOUTH SPECIFIC INTERACTIVE EDUCATIONAL THEATER PROGRAMS OF MENTAL HEALTH AND SOCIAL-EMOTIONAL WELL BEING 10000 THE SALVATION ARMY 10755 BURT STREET OMAHA NE 68114 PC 2023 D.J.'S HERO AWARDS SCHOLARSHIP 12000 WELLBEING INITIATIVE 5530 O STREET SUITE 2 LINCOLN NE 68510 PC EXPANSION OF THE YOUTH RECOVERY COMMUNITY NAVIGATION PROGRAM 10000 522450 0 14 24566 14 374910 15 477 18 492893 0 892846 0 892846 0 0 0 0 0 0 0 0 0 0 X X 1 REGION 6 BEHAVIORAL HEALTHCARE 4715 SOUTH 132 STREET OMAHA NE 68137 11500 X 2 UNITED WAY OF THE MIDLANDS 2201 FARNAM STREET OMAHA NE 68102 7591 X 3 PROJECT HARMONY 11949 Q ST OMAHA NE 68137 10000 X 4 STATE OF NEBRASKA 301 CENTENNIAL MALL SOUTH LINCOLN NE 68509 115420 X 5 CITY OF OMAHA 1819 FARNAM STREET OMAHA NE 68183 45000 X 6 BAXTER SHARED SERVICES 17950 BURT STREET OMAHA NE 68118 5000 X 7 AMERICAN NATIONAL BANK 8990 WEST DODGE ROAD OMAHA NE 68114 6530 X 8 FARM CREDIT SERVICES OF AMERICA 5015 S 118TH ST OMAHA NE 68137 6000 X 9 MEDICAL SOLUTIONS 1010 NORTH 102 STREET SUITE 300 OMAHA NE 68114 25000 X 10 RTG MEDICAL 4611 EAST 22 STREET FREMONT NE 68025 50000 X 11 BRIDGES TRUST 13333 CALIFORNIA ST SUITE 500 OMAHA NE 68154 50000 X 12 JP MORGAN CHARITABLE GIVING FUND CO CHRIS AND BELINDA SKOOG 3322 SOUTH 101 STREET OMAHA NE 68124 25000 X 13 FIRST NATIONAL BANK 1600 DODGE STREET OMAHA NE 68102 7500 X 14 MAGELLAN HEALTH SERVICES 14100 MAGELLAN PLAZA MARYLAND HEIGHTS MO 63043 5000 X 15 METHODIST HOSPITAL 8303 DODGE ST OMAHA NE 68114 6000 X 16 OMAHA PUBLIC SCHOOLS 3215 CUMING STREET OMAHA NE 68131 6050 X 17 PLUS ONE 115 W CALIFORNIA BLVD PMB 205 PASADENA CA 91105 7625 X 18 SALDI JAMIE AND SARAH 512 SOUTH 91 AVENUE OMAHA NE 68144 15000 X 19 SCHEELS INC 17202 DAVENPORT ST OMAHA NE 68118 10000 X 20 WOODMEN OF THE WORLD 1700 FARNAM STREET OMAHA NE 68102 5575 X 21 OMAHA COMMUNITY FOUNDATION 1120 SOUTH 101 STREET SUITE 320 OMAHA NE 68124 8500 X 22 DANIEL J WELLENDORF 1221 SKYLINE DRIVE ELKHORN NE 68022 5000 X 23 KATIE WEITZ 1610 SOUTH 91 AVENUE OMAHA NE 68124 5000 X ACCOUNTING FEES 16900 0 0 16900 OWL ROCK CORE INCOME 1000000 1020518 ISHARES TR CORE S&P MID-CAP ETF 280522 371307 ISHARES TR CORE S&P SMALL CAP 258091 371931 VANGUARD FTSE DEVELOPED MARKETS 726456 830320 FIDELITY ADVISOR TOTAL BOND FUN 335667 293427 PIMCO INCOME FUND 329981 312241 VANGUARD ST TREASURY INDEX FUND 364224 368404 PIMCO MUNICIPAL BOND FUND 300255 313798 AMERICAN TAX-EXEMPT BOND FUND OF AMERICA 760382 792807 FIDELITY COVINGTON TR MSCI ENERGY INDEX ETF 349833 320950 FIDELITY COVINGTON TR MSCI INDL INDEX ETF 595442 658035 FIDELITY COVINGTON TR MSCI REAL ESTATE 143786 159503 FIDELITY COVINGTON TR MSCI COMMUNICATION SVCS INDEX ETF 678755 744679 ISHARES TR U S HEALTHCARE ETF 999969 1036438 ISHARES TR US FINANCIALS ETF INDEX FD 956475 1045826 ISHARES TR U S CONSUMER STAPLES ETF 607939 597231 ISHARES TR U S BASIC MATERIALS ETF 150219 159676 VANGUARD WORLD FDS VANGUARD CONSUMER 820812 890325 VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY 2050655 2335370 VANGUARD WORLD FDS VANGUARD UTILS ETF 226025 221598 ACCRUED DIVIDENDS AND CAPITAL GAIN RECEIVABLES AT COST 12886 12886 EMPLOYEE RECEIVABLE 2 0 0 RETIREMENT RECEIVABLE 66 0 0 COMMUNITY RELATIONS 340 0 0 340 ON-LINE PAYMENT TRANSACTION FEES 4297 0 0 4297 TIME FOR HOPE AND HEALING 129074 0 0 129074 INSURANCE 8228 0 0 8228 BANK SERVICE CHARGES 89 0 0 89 TRAINING 7159 0 0 7159 PROGRAM EXPENSES 247161 0 0 247161 OFFICE EXPENSE 30340 0 0 30340 POSTAGE 347 0 0 347 PAYROLL PROCESSING FEES 5068 0 0 5068 TECHNOLOGY 2473 0 0 2473 WEBSITE 34077 0 0 34077 MEMBERSHIPS 5415 0 0 5415 FUNDRAISING 3710 0 0 3710 ROYALTY INCOME 477 477 477 INVESTMENT MANAGEMENT FEES 25851 25851 25851 0 CONTRACT SERVICES 14786 0 0 14786 FOREIGN TAXES 4211 4211 4211 0 PAYROLL TAXES 31168 0 0 31168