2024-05-15T09:16:22-05:00 2023-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2023-01-01 364071611 DIXON FAMILY FOUNDATION DIXO 4025021122 10340 NORTH 84TH STREET OMAHA NE 68122 CHRISTI ANNIN CFO 4025021122 2024-05-15 1 CHRISTI ANNIN 999009999 0 HANNAH GOSCHA P02133534 4024968800 2024-05-10 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z CHRISTI ANNIN 10340 NORTH 84TH STREET OMAHA NE 68122 14911534 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 5000080 0 0 1020895 696378 48277 0 1069172 5696458 688755 735500 0 0 0 0 0 0 0 264808 258072 953563 993572 115609 4702886 46984138 48231380 636275 287936 46347863 47943444 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 801803 735500 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 OF THE GREATER OMAHA AREA BY IDENTIFYING AND ADDRESSING CURRENT ANTICIPATED COMMUNITY NEEDS AND RAISING, MANAGING, AND DISTRIBUTING FUNDS. 801803 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 1 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 0 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 WILLIAM J CARVER DIRECTOR (THRU 9.18.2023) 1.00 X 0 0 0 ROBYN ROBERTS FREEMAN DIRECTOR 1.00 X 0 0 0 LINDSEY TONNIGES DIRECTOR 1.00 X 0 0 0 ELIZABETH DIXON TREASURER 1.00 X X 0 0 0 SARAH YALE DIRECTOR 1.00 X 0 0 0 KATHRYN DIXON LAMBERT DIRECTOR 1.00 X 0 0 0 CJ GUENZEL AS OF 9182023 DIRECTOR 1.00 X 0 0 0 CALVIN SISSON PRESIDENT & CEO 1.00 39.00 X 0 840841 35016 RICH EAKIN VICE PRESIDENT 1.00 39.00 X 0 254511 19456 CHRISTI ANNIN CFO 1.00 39.00 X 0 237745 38023 SARAH LOPEZ SECRETARY 1.00 39.00 X 0 190000 9500 0 1523097 101995 0 0 1 0 0 5000080 5000080 5000080 1241706 1241706 8669748 9215076 -545328 -545328 -545328 5696458 0 0 696378 735500 735500 100000 50000 50000 28 14 14 11800 5900 5900 122194 122194 389 389 CONSULTING FEE 20000 10000 10000 PV ADJUSTMENT 3661 3661 993572 801803 191769 0 111761 2187510 46459221 45653938 413156 389932 46984138 48231380 636275 287936 636275 287936 X 46347863 47943444 46347863 47943444 46984138 48231380 4702886 -3107305 0 X X 0 1 X 1 0 X X 1 OMAHA COMMUNITY FOUNDATION 470645958 8 1 735500 0 1 735500 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 THE OMAHA/METRO AREA, SOUTHEAST 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 2466959 -3107305 -3107305 5574264 122194 122194 5696458 871378 0 871378 122194 122194 993572 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, 2023 AND 2022, THE FOUNDATION HAD NO UNCERTAIN INCOME TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 122,194. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 122,194. 1 AUTISM ACTION PARTNERSHIP 10909 MILL VALLEY ROAD OMAHA NE 68154 206892034 501(C)(3) 45000 0 PROGRAM SUPPORT BAND OF ANGELS CORP 11890 W 135TH ST OVERLAND PARK KS 662219399 461617742 501(C)(3) 20000 0 PROGRAM SUPPORT BOYS AND GIRLS CLUB OF THE MIDLANDS 2610 HAMILTON ST OMAHA NE 68131 470467350 501(C)(3) 30000 0 EVENT & PROGRAM SUPPORT BROOKSIDE CHURCH 11607 M CIR OMAHA NE 68137 470641067 501(C)(3) 20000 0 CAPITAL CAMPAIGN CENTRAL HIGH SCHOOL FOUNDATION 1111 N 13TH ST SUITE 318 OMAHA NE 68102 911771983 501(C)(3) 10000 0 PROGRAM SUPPORT CHILDREN'S HOSPITAL AND MEDICAL CENTER FDN 8404 INDIAN HILLS DR OMAHA NE 68114 476105603 501(C)(3) 10000 0 EVENT COMPLETELY KIDS 2566 SAINT MARYS AVE OMAHA NE 68105 275111197 501(C)(3) 15000 0 PROGRAM SUPPORT FONTENELLE FOREST 1111 NORTH BELLEVUE BLVD BELLEVUE NE 68005 476026109 501(C)(3) 102000 0 PROGRAM SUPPORT & CAPITAL CAMPAIGN GIRL SCOUTS-SPIRIT OF NEBRASKA 2121 S 44TH STREET OMAHA NE 68105 470432299 501(C)(3) 70000 0 CAPITAL CAMPAIGN LAKE CUNNINGHAM DEVELOPMENT TRUST 8305 RAINWOOD ROAD OMAHA NE 68122 825231670 501(C)(3) 25000 0 CAPITAL CAMPAIGN LAURITZEN GARDENS 100 BANCROFT STREET OMAHA NE 68108 470659701 501(C)(3) 15000 0 EVENT OMAHA COMMUNITY FOUNDATION 1120 S 101 ST STE 320 OMAHA NE 68124 470645958 501(C)(3) 152500 0 EVENT & PROGRAM SUPPORT OMAHA EQUESTRIAN FOUNDATION 1004 FARNAM STREET STE 100 OMAHA NE 68102 273520778 501(C)(3) 25000 0 PROGRAM SUPPORT OMAHA SYMPHONY ASSOCIATION 1905 HARNEY STREET SUITE 400 OMAHA NE 68102 476039304 501(C)(3) 10000 0 PROGRAM SUPPORT OMAHA THEATER COMPANY 2001 FARNAM STREET OMAHA NE 68102 470494912 501(C)(3) 13500 0 PROGRAM SUPPORT PARTNERS FOR LIVABLE OMAHA 5636 MIAMI ST OMAHA NE 68104 854187964 501(C)(3) 15000 0 PROGRAM SUPPORT PARTNERSHIP 4 KIDS 1004 FARNAM STREET STE 200 OMAHA NE 68102 470762798 501(C)(3) 15000 0 PROGRAM SUPPORT SHARE MY SMILE 25 S 15TH STREET STE A COUNCIL BLUFFS IA 51501 273071781 501(C)(3) 10000 0 PROGRAM SUPPORT SIENA FRANCIS HOUSE 1401 N 18TH ST OMAHA NE 68102 470601005 501(C)(3) 95000 0 CAPITAL CAMPAIGN THE DURHAM MUSEUM 801 S 10TH STREET OMAHA NE 68108 470556061 501(C)(3) 25000 0 PROGRAM SUPPORT VOLUNTEERS ASSISTING SENIORS 1941 SOUTH 42ND STREET OMAHA NE 68105 470617717 501(C)(3) 7500 0 GENERAL OPERATING 21 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 428930 0 411911 0 0 0 16500 0 18516 0 875857 0 0 CHRISTI ANNIN CFO 0 187745 0 50000 0 0 0 11731 0 26292 0 275768 0 0 RICH EAKIN VICE PRESIDENT 0 194511 0 60000 0 0 0 10000 0 9456 0 273967 0 0 SARAH LOPEZ SECRETARY 0 160000 0 30000 0 0 0 9500 0 0 0 199500 0 0 X 579 5000080 FMV 0 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 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_COMMUNITY_TRU 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 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 SUZANNE & WALTER SCOTT FOUNDATION M 100000 CASH PAID SUZANNE & WALTER SCOTT FOUNDATION C 5000080 FMV OMAHA COMMUNITY FOUNDATION B 152500 CASH PAID