2025-11-17T15:06:24-06:00 2024-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990PF 2024-01-01 010658759 BURLINGTON CAPITAL FOUNDATION BURL 4024441630 1004 FARNAM STREET 400 OMAHA NE 68102 LISA Y ROSKENS PRESIDENT 4024441630 2025-11-14 1 0 JOHN S KAMPFE P01547304 4024968800 2025-11-14 2024 2025-03-06 01:10:19Z X 1566989 X X 38726 30324 3161 3161 131401 131401 131401 1508 233 174796 165119 0 0 0 4038 0 0 1810 249 0 96562 69446 0 102410 69695 0 303724 303724 406134 69695 303724 -231338 95424 147325 130700 130700 955385 692645 692645 27279 27279 71149 158702 211783 672495 1288691 1062407 1566989 5000 531395 531449 531395 536449 X 757296 525958 757296 525958 1288691 1062407 757296 -231338 0 525958 0 525958 1231 GAIN FROM BURLINGTON CAPITAL P 2024-01-01 2024-12-31 129001 129001 129001 1231 GAIN FROM GREYSTONE P 2024-01-01 2024-12-31 5 5 5 NET LT CAPITAL GAIN FROM BURLINGTON CAPITAL P 2024-01-01 2024-12-31 2224 2224 2224 NET LT CAPITAL LOSS FROM GREYSTONE P 2024-01-01 2024-12-31 155 155 155 NET ST CAPITAL LOSS FROM BURLINGTON CAPITAL P 2024-01-01 2024-12-31 16 16 16 131401 1326 0 1326 0 1326 1000 0 0 0 1000 X 23 349 0 0 0 0 0 0 0 0 1 1 0 1 1 NE 1 0 0 0 0 1 WWW.BURLINGTONCAPITAL.COM/WHO-WE-ARE/FOUNDATION LISA Y ROSKENS 4024441630 1004 FARNAM STREET SUITE 400 OMAHA NE 68102 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LISA Y ROSKENS 1004 FARNAM STREET SUITE 400 OMAHA NE 68102 PRESIDENT 0.10 0 0 0 MICHAEL J DRAPER 1004 FARNAM STREET SUITE 400 OMAHA NE 68102 SECRETARY/TREASURER 0.10 0 0 0 MICHAEL B YANNEY WOODMAN TOWER 2850 OMAHA NE 68102 DIRECTOR 0.10 0 0 0 NONE 0 NONE 0 0 124566 854025 626164 1604755 0 0 1604755 24071 1580684 79034 79034 1326 1326 77708 0 77708 0 77708 303724 0 303724 77708 0 0 703541 410321 332043 335403 447646 2228954 303724 0 0 0 77708 226016 0 0 2454970 0 0 0 0 0 0 703541 1751429 410321 332043 335403 447646 226016 MICHAEL B YANNEY LISA Y ROSKENS 1004 FARNAM STREET SUITE 400 OMAHA NE 68102 4024441630 APPLICATIONS SHOULD BE SUBMITTED IN LETTER FORM AND INCLUDE GENERAL INFORMATION ABOUT THE ORGANIZATION, ITS ACTIVITIES AND THE AMOUNT OF FUNDING REQUESTED. THEY SHOULD ALSO CONFIRM THEIR STATUS AS A 501(C)(3). N/A RESTRICTIONS ARE SET UP AT THE DISCRETION OF THE BOARD MEMBERS. FACTORS AFFECTING THEIR DECISION INCLUDE AVAILABLE FUNDINGS AND THE MISSION OF THE ORGANIZATION RECEIVING THE GRANT. THE FURNITURE PROJECT 10808 J STREET OMAHA NE 68137 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 1000 THE KIM FOUNDATION 11949 Q STREET OMAHA NE 68137 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 1000 CULXR HOUSE OMAHA 3014 N 24TH STREET OMAHA NE 68110 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 1000 FONTENELLE FOREST 1111 BELLEVUE BLVD N BELLEVUE NE 68005 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 1000 BLUE BARN THEATER 1106 S 10TH STREET OMAHA NE 68108 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 1000 100 BLACK MEN OF OMAHA 2221 N 24TH STREET OMAHA NE 68114 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 1000 CITY OF OMAHA PUBLIC LIBRARY FOUNDATION 8790 F STREET SUITE 108 OMAHA NE 68127 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 1000 LA VISTA COMMUNITY FOUNDATION 8116 PARK VIEW BLVD LA VISTA NE 68128 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 1250 JOSLYLN CASTLE 3902 DAVENPORT STREET OMAHA NE 68131 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 2000 CRANE RIVER THEATER COMPANY PO BOX 2141 KEARNEY NE 68848 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 2000 OMAHA PARKS FOUNDATION (HOLIDAY LIGHTS FESTIVAL) PO BOX 31369 OMAHA NE 68131 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 2500 YOUTH FRONTIERS 2121 N 117TH AVE SUITE 220 OMAHA NE 68164 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 2500 AMERICAN HEART ASSOCIATION 9900 NICHOLAS STREET SUITE 200 OMAHA NE 68114 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 2500 RESTORING DIGNITY 8000 CHICAGO STREET OMAHA NE 68114 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 5000 HEART MINISTRY CENTER 2222 BINNEY STREET OMAHA NE 68110 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 5000 NATIONAL FFA FOUNDATION PO BOX 94942 LINCOLN NE 685094942 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 5000 NE LAND TRUST 3201 PIONEERS BLVD STE 107 LINCOLN NE 68502 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 5000 HABITAT FOR HUMANITY 1229 MILLWORK AVE OMAHA NE 68105 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 5000 NATIONAL AUDUBON SOCIETY 11700 SW 100 STREET DENTON NE 68339 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 5000 EDUCATION RIGHTS COUNSEL CEC 228F 6001 DODGE STREET OMAHA NE 681820997 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 7500 LAKE CUNNINGHAM DEVELOPMENT TRUST 8305 RAINWOOD ROAD OMAHA NE 68122 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 10000 OMAHA EQUESTRIAN FOUNDATION 1004 FARNAM ST SUITE 100 OMAHA NE 68102 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 10000 LINCOLN CROSSROADS FESTIVAL 4319 ST PAUL AVE LINCOLN NE 68504 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 10125 CONSORTIUM OF DEMENTIA ALTERNATIVES 2403 N 150TH AVE OMAHA NE 68116 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 20000 NEBRASKA WORKFORCE DEVELOPMENT CO UNITED WAY 2201 FARNAM STREET SUITE 200 OMAHA NE 68102 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 45000 PARTNERSHIP 4 KIDS 1004 FARNAM ST SUITE 200 OMAHA NE 68102 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 51349 YANNEY HERITAGE PARK 412 W 48TH STREET SUITE 12 KEARNEY NE 68845 NONE IRC SEC. 501(C)(3) SUPPORT FOR OPERATIONS 100000 303724 0 14 38726 14 3161 531310 1275 18 92 18 131401 GREYSTONE BOX 11A 18 62 BURLINGTON CAPITAL 11A 18 79 1275 173521 0 174796 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEE 4038 0 0 SCHLUMBERGER LTD - 133 SHARES 7211 5099 BERKLEY WR CORPORATION - 420 SHARES 6062 36868 FRANCO NEVADA CORP - 141 SHARES 6805 16580 ENBRIDGE INC - 297 SHARES 7201 12602 GREYSTONE HOUSING IMP LP - 5,550 BUCS AT COST 10611 19649 ISHARES TR BARCLAYS TIPS AT COST 12540 13319 ISHARES TR BARCLAYS BOND AT COST 13765 13363 BURLINGTON CAPITAL, LLC FMV 174867 626164 GREYSTONE BOX 13H 826 213 0 GREYSTONE BOX 13ZZ 1 0 0 DOMAIN FEES 7506 0 0 GREYSTONE BOX 13AE 470 470 0 BURLINGTON CAPITAL ORDINARY LOSS 47595 47595 0 BURLINGTON CAPITAL RENTAL LOSS 12966 12966 0 11TH AND FARNAM RENTAL LOSS 2997 0 0 BURLINGTON CAPITAL CASH CONTRIBUTIONS 8160 0 0 11TH AND FARNAM CASH CONTRIBUTIONS 8 0 0 BURLINGTON CAPITAL INVESTMENT EXPENSE 1049 1049 0 BURLINGTON CAPITAL OTHER DEDUCTIONS 5710 5710 0 BURLINGTON CAPITAL N/D EXPENSES 7811 0 0 11TH AND FARNAM N/D EXPENSES 19 0 0 GREYSTONE ORDINARY LOSS 1 0 0 GREYSTONE RENTAL LOSS 1443 1443 0 11TH AND FARNAM 1275 0 1275 OTHER INCOME 92 92 92 GREYSTONE BOX 11A 62 62 62 BURLINGTON CAPITAL 11A 79 79 79 11TH AND FARNAM LLC NEGATIVE EQUITY 531395 531449 FOREIGN TAXES 249 249 0 EXCISE TAXES 1561 0 0