2024-05-15T08:37:56-05:00 2023-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2023-01-01 364071890 AMY L SCOTT FAMILY FOUNDATION AMYL 4025021122 10340 NORTH 84TH STREET OMAHA NE 681222216 CHRISTI ANNIN CFO 4025021122 2024-05-14 1 CHRISTI ANNIN XXX-XX-XXXX 0 HANNAH GOSCHA P02133534 4024968800 2024-05-10 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z AMY L SCOTT 10340 NORTH 84TH STREET OMAHA NE 68122 11855715 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 5 5 0 5 0 0 0 5000080 0 0 854514 984381 50490 26691 905004 6011152 991500 1264200 0 0 0 0 0 0 0 269416 260317 1260916 1524517 -355912 4486635 47894227 49380567 423027 627837 47471200 48752730 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 1331470 1264200 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. 1331470 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 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 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 ST OMAHA NE 681222216 AMY SCOTT DIRECTOR (CHAIRMAN) 1.00 X X 0 0 0 CYNDY PEACOCK TREASURER 1.00 X X 0 0 0 DAVID KARIMI DIRECTOR 1.00 X 0 0 0 JEANIE JONES DIRECTOR 1.00 X 0 0 0 TRACI HARRISON DIRECTOR 1.00 X 0 0 0 CALVIN SISSON PRESIDENT & CEO 1.00 39.00 X 0 840841 35016 RICHARD EAKIN VICE PRESIDENT 1.00 39.00 X 0 254511 19456 CHRISTI ANNIN CFO 1.00 39.00 X 0 237745 38023 ANNE FOLKERS SECRETARY 1.00 39.00 X 0 198370 35042 0 1531467 127537 0 0 1 0 0 5000080 5000080 5000080 1294643 1294643 5534301 5844563 -310262 -310262 -310262 PV ADJUSTMENT 900099 26691 26691 26691 6011152 0 0 1011072 1264200 1264200 100000 50000 50000 28 14 14 13050 6525 6525 126508 126508 731 731 CONSULTING FEES 20000 10000 10000 1524517 1331470 193047 0 174557 1681978 47298130 47279763 421540 418826 47894227 49380567 423027 627837 423027 627837 X 47471200 48752730 47471200 48752730 47894227 49380567 4486635 -3205105 0 X X 0 1 X 1 0 X X 1 OMAHA COMMUNITY FOUNDATION 470645958 8 1 1264200 0 1 1264200 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 AMY L. SCOTT FOUNDATION'S SUPPORTED ORGANIZATION, CONTROLS THE BOARD OF THE AMY L. SCOTT FOUNDATION THROUGH ITS APPOINTMENT OF A MAJORITY OF THE MEMBERS OF THE AMY L. SCOTT 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 AMY L. 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 AMY L. 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 2652849 -3205105 -3205105 5857954 153198 153198 6011152 1371318 0 1371318 153199 153199 1524517 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, 2023 AND 2022, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 126,507. PRESENT VALUE ADJUSTMENT TO GRANTS PAYABLE 26,691. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 126,508. PRESENT VALUE ADJUSTMENT TO GRANTS PAYABLE 26,691. 1 BOYS TOWN 14100 CRAWFORD ST BOYS TOWN NE 68010 470376606 501(C)(3) 25000 0 CAPITAL CAMPAIGN CHILDREN'S HOSPITAL & MEDICAL CENTER FOUNDATION 8404 INDIAN HILLS DR STE 650 OMAHA NE 68114 476105603 501(C)(3) 515000 0 EVENT & CAPITAL CAMPAIGNS COMPLETELY KIDS 2566 ST MARYS AVE OMAHA NE 68105 275111197 501(C)(3) 30000 0 PROGRAM SUPPORT CROHN'S & COLITIS FOUNDATION OF AMERICA 268 N 115TH ST STE 2 OMAHA NE 68154 136193105 501(C)(3) 20000 0 PROGRAM SUPPORT DIBS FOR KIDS 1111 N 13TH ST STE 426 OMAHA NE 68102 464220509 501(C)(3) 25000 0 PROGRAM SUPPORT DONORSCHOOSEORG 134 W 37TH STREET 11TH FLOOR NEW YORK NY 100186938 134129457 501(C)(3) 10000 0 PROGRAM SUPPORT FONTENELLE FOREST 1111 BELLEVUE BLVD N BELLEVUE NE 68005 476026109 501(C)(3) 80000 0 PROGRAM SUPPORT & CAPITAL CAMPAIGN FOSTER CARE CLOSET 643 S 25TH STREET LINCOLN NE 68510 260595115 501(C)(3) 15000 0 PROGRAM SUPPORT HEARTLAND EQUINE THERAPEUTIC RIDING ACADEMY 10130 S 222ND ST GRETNA NE 68028 363713040 501(C)(3) 25000 0 PROGRAM SUPPORT KIDS CAN COMMUNITY CENTER 4768 Q ST OMAHA NE 68117 470376597 501(C)(3) 30000 0 CAPITAL CAMPAIGN LAKE CUNNINGHAM DEVELOPMENT TRUST 8305 RAINWOOD ROAD OMAHA NE 68122 825231670 501(C)(3) 51000 0 CAPITAL CAMPAIGN LAURITZEN GARDENS 100 BANCROFT ST OMAHA NE 68108 470659701 501(C)(3) 15000 0 EVENT NEBRASKA CHILDREN AND FAMILIES FOUNDATION 215 CENTENNIAL MALL SOUTH STE 200 LINCOLN NE 68508 911829974 501(C)(3) 35000 0 PROGRAM SUPPORT NEBRASKA CHILDREN'S HOME SOCIETY 4939 SOUTH 118TH STREET OMAHA NE 68137 470378995 501(C)(3) 15000 0 PROGRAM SUPPORT NEBRASKA METHODIST HOSPITAL FOUNDATION 8701 WEST DODGE RD STE 450 OMAHA NE 68114 470595345 501(C)(3) 18000 0 SCHOLARSHIPS NORTHSTAR FOUNDATION 4242 N 49TH AVE OMAHA NE 68104 260494022 501(C)(3) 50000 0 PROGRAM SUPPORT OMAHA COMMUNITY FOUNDATION 1120 S 101ST ST SUITE 320 OMAHA NE 68124 470645958 501(C)(3) 19500 0 EVENT AND GENERAL OPERATING OMAHA EQUESTRIAN FOUNDATION 1004 FARNAM ST OMAHA NE 68102 273520778 501(C)(3) 25000 0 PROGRAM SUPPORT POLICE ATHLETICS FOR COMMUNITY ENGAGEMENT 5105 S 37TH ST OMAHA NE 68107 465041453 501(C)(3) 15000 0 PROGRAM SUPPORT PONCA HILLS VOLUNTEER FIRE DEPARTMENT PO BOX 12085 OMAHA NE 68112 470645842 501(C)(4) 60200 0 PROGRAM SUPPORT SIENA FRANCIS HOUSE 1401 N 18TH STREET OMAHA NE 68102 470601005 501(C)(3) 80000 0 CAPITAL CAMPAIGN THE DURHAM MUSEUM 801 S 10TH ST OMAHA NE 68108 470556061 501(C)(3) 40000 0 PROGRAM SUPPORT THE SALVATION ARMY 10755 BURT STREET OMAHA NE 68114 362167910 501(C)(3) 10000 0 SCHOLARSHIP UNIVERSITY OF NEBRASKA FOUNDATION 1010 LINCOLN MALL SUITE 300 LINCOLN NE 68508 470379839 501(C)(3) 45000 0 CAPITAL CAMPAIGN 24 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 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 RICHARD EAKIN VICE PRESIDENT 0 194511 0 60000 0 0 0 10000 0 9456 0 273967 0 0 ANNE FOLKERS SECRETARY 0 168370 0 30000 0 0 0 8750 0 26292 0 233412 0 0 X 579 5000080 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 AMY SCOTT AND DAVID KARIMI - FAMILY RELATIONSHIP 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 ST 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 19500 CASH PAID