Nonprofit · EIN 01-0658759
BURLINGTON CAPITAL FOUNDATION
Tax-exempt · OMAHA, NE 68102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $174,796 | $406,134 | -$231,338 | $1,062,407 | $536,449 | $525,958 |
| December 31, 2023 | 990-PF | $83,099 | $776,961 | -$693,862 | $1,288,691 | $531,395 | $757,296 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $3,161
- Interest
- $38,726
- Net gain from sales of assets
- $131,401
- Other income
- $1,508
Expenses
- Grants and similar amounts paid
- $303,724
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $303,724
- Excise tax on investment income
- $1,326
Balance sheet and other
- Total assets, start of year
- $1,288,691
- Total assets, end of year
- $1,062,407
- Total liabilities, end of year
- $536,449
- Net assets, end of year
- $525,958
- Fair market value of assets
- $1,566,989
- Qualifying distributions
- $303,724
- Net investment income
- $165,119
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA Y ROSKENS 1004 FARNAM STREET SUITE 400, OMAHA, NE 68102 | PRESIDENT | 0.1 | $0 |
| MICHAEL J DRAPER 1004 FARNAM STREET SUITE 400, OMAHA, NE 68102 | SECRETARY/TREASURER | 0.1 | $0 |
| MICHAEL B YANNEY WOODMAN TOWER 2850, OMAHA, NE 68102 | DIRECTOR | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA Y ROSKENS 1004 FARNAM STREET SUITE 400, OMAHA, NE 68102 | PRESIDENT | 0.1 | $0 |
| MICHAEL J DRAPER 1004 FARNAM STREET SUITE 400, OMAHA, NE 68102 | SECRETARY/TREASURER | 0.1 | $0 |
| MICHAEL B YANNEY WOODMAN TOWER 2850, OMAHA, NE 68102 | DIRECTOR | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 1004 FARNAM ST STE 400, OMAHA, NE 68102-1885
- In care of
- % M L SULLIVAN
- Signed the 990-PF
- LISA Y ROSKENS, PRESIDENT
- Phone
- (402) 444-1630
- Return prepared by
- LUTZ AND COMPANY PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 01-0658759
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $1,062,407
- Income (IRS master file)
- $174,796
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $174,796 | $406,134 | $1,062,407 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $83,099 | $776,961 | $1,288,691 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0658759).
Questions about BURLINGTON CAPITAL FOUNDATION
- What is the EIN of BURLINGTON CAPITAL FOUNDATION?
- The employer identification number (EIN) of BURLINGTON CAPITAL FOUNDATION is 01-0658759.
- Is BURLINGTON CAPITAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to BURLINGTON CAPITAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BURLINGTON CAPITAL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BURLINGTON CAPITAL FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BURLINGTON CAPITAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BURLINGTON CAPITAL FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does BURLINGTON CAPITAL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $174,796, expenses of $406,134 and total assets of $1,062,407 at year end.
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- SUZANNE AND WALTER SCOTT FOUNDATION EIN 36-3727897 · last filed 990 for 2024
- OMAHA COMMUNITY FOUNDATION EIN 47-0645958 · last filed 990 for 2024
- BRIDGES PHILANTHROPIC FUND EIN 99-1674027 · last filed 990 for 2025
- PETER KIEWIT FOUNDATION EIN 47-6098282 · last filed 990-PF for 2025
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All nonprofits in OMAHA · Nebraska · Philanthropy, voluntarism and grantmaking foundations