MUTUAL OF OMAHA FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MUTUAL OF OMAHA FOUNDATION (EIN 20-2176636)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349102377
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T10:23:11-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIR STE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202176636 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUTUAL OF OMAHA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CORPORATE TAX | InCareOfNm |
| Business Name Control | MUTU | BusinessNameControlTxt |
| Phone | 8666638665 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MUTUAL OF OMAHA PLAZA | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68175 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAIL GRAEVE | PersonNm |
| Person Title | PRES/SEC/DIR | PersonTitleTxt |
| Phone | 8666638665 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer Rhoderick | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $106,691,699 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $86,536 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $86,536 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $625,213 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $625,213 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,101,602 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $65,915,350 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,698,868 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $383,588 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,813,351 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,794,205 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $300,575 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $300,575 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $34,820 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $728 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $728 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $336,123 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $301,303 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,571,757 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,571,757 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,907,880 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $301,303 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,571,757 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,094,529 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,492,902 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,229,613 | CashBOYAmt |
| Cash EOY | $5,945,126 | CashEOYAmt |
| Cash EOYFMV | $5,945,126 | CashEOYFMVAmt |
| US Government Obligations BOY | $9,889,377 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,306,440 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,306,440 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,801,969 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,401,216 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,401,216 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $82,199,295 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $86,990,451 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $86,990,451 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $83,288 | OtherAssetsBOYAmt |
| Other Assets EOY | $48,466 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $48,466 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $101,203,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,691,699 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $106,691,699 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $101,203,542 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $106,691,699 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $101,203,542 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $106,691,699 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $101,203,542 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $106,691,699 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $101,203,542 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,094,529 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,582,686 | OtherIncreasesAmt |
| Subtotal | $106,691,699 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $106,691,699 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (57 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MARKETABLE INVESTMENTS | P | $65,915,350 | $64,054,166 | $1,861,184 | $1,861,184 |
| PASS-THRU: DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, LP | P | $51,927 | -$51,927 | -$51,927 | |
| PASS-THRU: ENR PARTNERS II, LP | P | $16,035 | $16,035 | $16,035 | |
| PASS-THRU: GENERATION IM GLOBAL EQUITY FUND, LLC | P | $3,533 | -$3,533 | -$3,533 | |
| PASS-THRU: INDEPENDENT FRANCHISE PARTNERS GLOBAL EQUITY, LP | P | $26,243 | $26,243 | $26,243 | |
| PASS-THRU: KHP STRATEGIC 9, LP | P | $278 | $278 | $278 | |
| PASS-THRU: KLINE HILL PARTNERS FUND | P | $25 | $25 | $25 | |
| PASS-THRU: LEVEL EQUITY OPPORTUNITIES FUND 2018, LP | P | $75 | $75 | $75 | |
| PASS-THRU: MANULIFE PRIVATE EQUITY PARTNERS LP | P | $227 | $227 | $227 | |
| PASS-THRU: MIC CAPITAL PARTNERS III PARALLEL (CAYMAN) | P | $525 | $525 | $525 | |
| PASS-THRU: ORBIS INSTITUTIONAL GLOBAL EQUITY, LP | P | $19,232 | -$19,232 | -$19,232 | |
| PASS-THRU: PARAMETRIC GLOBAL DEFENSIVE EQUITY FUND | P | $16,970 | $16,970 | $16,970 | |
| PASS-THRU: RUBICON TECHNOLOGY PARTNERS IV LP | P | $9 | -$9 | -$9 | |
| PASS-THRU: STEPSTONE VC GLOBAL PARTNERS IV-B | P | $175 | $175 | $175 | |
| PASS-THRU: TRUEBRIDGE CAPITAL PARTNERS FUND V, LP | P | $479 | $479 | $479 | |
| PASS-THRU: TRUEBRIDGE CAPITAL PARTNERS FUND VI, LP | P | $30 | -$30 | -$30 | |
| PASS-THRU: TRUEBRIDGE CAPITAL PARTNERS FUND VII, LP | P | $21 | -$21 | -$21 | |
| PASS-THRU: US RESEARCH EQUITY EXTENDED FUND, LP | P | $164,749 | $164,749 | $164,749 | |
| PASS-THRU: VVP ALL CAP FUND, LLC | P | $39,608 | $39,608 | $39,608 | |
| PASS-THRU: C-BRIDGE HEALTHCARE FUND IV, LP | P | $1,174 | $1,174 | $1,174 | |
| PASS-THRU: DAVIDSON KEMPNER INSITUTIONAL PARTNERS, LP | P | $14,944 | $14,944 | $14,944 | |
| PASS-THRU: ENR PARTNERS II, LP | P | $8,904 | $8,904 | $8,904 | |
| PASS-THRU: GENERATION IM GLOBAL EQUITY FUND, LLC | P | $46,167 | -$46,167 | -$46,167 | |
| PASS-THRU: HEARD HIGH CONVICTION LONG ONLY FUND LLC | P | $13,900 | $13,900 | $13,900 | |
| PASS-THRU: INDEPENDENT FRANCHISE PARTNERS GLOBAL EQUITY, LP | P | $118,354 | $118,354 | $118,354 | |
| PASS-THRU: KHP STRATEGIC 9, LP | P | $20,462 | -$20,462 | -$20,462 | |
| PASS-THRU: KLINE HILL PARTNERS FUND | P | $48,144 | $48,144 | $48,144 | |
| PASS-THRU: LEVEL EQUITY OPPORTUNITIES FUND 2018, LP | P | $1,564 | $1,564 | $1,564 | |
| PASS-THRU: MANULIFE PRIVATE EQUITY PARTNERS LP | P | $59,932 | $59,932 | $59,932 | |
| PASS-THRU: MIC CAPITAL PARTNERS III PARALLEL (CAYMAN) | P | $13,503 | $13,503 | $13,503 | |
| PASS-THRU: ORBIS INSTITUTIONAL GLOBAL EQUITY, LP | P | $34,976 | $34,976 | $34,976 | |
| PASS-THRU: PARAMETRIC GLOBAL DEFENSIVE EQUITY FUND | P | $7,885 | $7,885 | $7,885 | |
| PASS-THRU: PEAK ROCK CAPITAL FUND II LP | P | $767 | $767 | $767 | |
| PASS-THRU: RUBICON TECHNOLOGY PARTNERS II, LP | P | $12,769 | $12,769 | $12,769 | |
| PASS-THRU: SIRIS PARTNERS IV, LP | P | $208 | -$208 | -$208 | |
| PASS-THRU: STEPSTONE VC GLOBAL PARTNERS IV-B | P | $26,299 | $26,299 | $26,299 | |
| PASS-THRU: TRUEBRIDGE CAPITAL PARTNERS FUND V, LP | P | $9,009 | $9,009 | $9,009 | |
| PASS-THRU: TRUEBRIDGE CAPITAL PARTNERS FUND VI, LP | P | $670 | $670 | $670 | |
| PASS-THRU: TRUEBRIDGE CAPITAL PARTNERS FUND VII, LP | P | $1,112 | -$1,112 | -$1,112 | |
| PASS-THRU: US RESEARCH EQUITY EXTENDED FUND, LP | P | $443,152 | $443,152 | $443,152 | |
| PASS-THRU: VVP ALL CAP FUND, LLC | P | $171,917 | -$171,917 | -$171,917 | |
| PASS-THRU: ARROWSTREET ACWI EX US ALPHA EXTENSION TRUSTY U - 1256 ST | P | $31,130 | $31,130 | $31,130 | |
| PASS-THRU: ARROWSTREET ACWI EX US ALPHA EXTENSION TRUSTY U - 1256 LT | P | $46,696 | $46,696 | $46,696 | |
| PASS-THRU: ARROWSTREET EMERGING MARKET TRUST FUND - 1256 ST | P | $6,263 | -$6,263 | -$6,263 | |
| PASS-THRU: ARROWSTREET EMERGING MARKET TRUST FUND - 1256 LT | P | $9,395 | -$9,395 | -$9,395 | |
| PASS-THRU: DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, LP - 1256 ST | P | $95 | $95 | $95 | |
| PASS-THRU: DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, LP - 1256 LT | P | $142 | $142 | $142 | |
| PASS-THRU: KLINE HILL PARTNERS FUND - 1256 ST | P | $28 | -$28 | -$28 | |
| PASS-THRU: KLINE HILL PARTNERS FUND - 1256 LT | P | $42 | -$42 | -$42 | |
| PASS-THRU: MANULIFE PRIVATE EQUITY PARTNERS LP - 1256 ST | P | $4 | -$4 | -$4 | |
| PASS-THRU: MANULIFE PRIVATE EQUITY PARTNERS LP - 1256 LT | P | $5 | -$5 | -$5 | |
| PASS-THRU: ORBIS INSTITUTIONAL GLOBAL EQUITY, LP - 1256 ST | P | $5,594 | -$5,594 | -$5,594 | |
| PASS-THRU: ORBIS INSTITUTIONAL GLOBAL EQUITY, LP - 1256 LT | P | $8,390 | -$8,390 | -$8,390 | |
| PASS-THRU: PARAMETRIC GLOBAL DEFENSIVE EQUITY FUND - 1256 ST | P | $4,641 | -$4,641 | -$4,641 | |
| PASS-THRU: PARAMETRIC GLOBAL DEFENSIVE EQUITY FUND - 1256 LT | P | $6,961 | -$6,961 | -$6,961 | |
| PASS-THRU: US RESEARCH EQUITY EXTENDED FUND, LP - 1256 ST | P | $12,019 | $12,019 | $12,019 | |
| PASS-THRU: US RESEARCH EQUITY EXTENDED FUND, LP - 1256 LT | P | $18,028 | $18,028 | $18,028 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,698,868 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,551 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $48,551 | SubtotalAmt |
| Tax Based On Investment Income | $48,551 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,180 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $52,180 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,629 | OverpaymentAmt |
| Applied To ES Tax | $3,629 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MUTUALOFOMAHAFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATE TAX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4023518944 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MUTUAL OF OMAHA PLAZA | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68175 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GAIL A GRAEVE | ||||||||
| MUTUAL OF OMAHA PLAZA | OMAHA | NE | 68175 | PRESIDENT/SECRETARY/DIRECTOR | 20.0 | $0 | $0 | $0 |
| MICHAEL A LECHTENBERGER | ||||||||
| MUTUAL OF OMAHA PLAZA | OMAHA | NE | 68175 | VICE-PRESIDENT/DIRECTOR | 0.5 | $0 | $0 | $0 |
| ELIZABETH A MAZZOTTA TERM 1223 | ||||||||
| MUTUAL OF OMAHA PLAZA | OMAHA | NE | 68175 | TREASURER/DIRECTOR | 0.5 | $0 | $0 | $0 |
| RICHARD R HRABCHAK | ||||||||
| MUTUAL OF OMAHA PLAZA | OMAHA | NE | 68175 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| NANCY CRAWFORD EFF 123 | ||||||||
| MUTUAL OF OMAHA PLAZA | OMAHA | NE | 68175 | VICE PRESIDENT/DIRECTOR | 0.5 | $0 | $0 | $0 |
| JUAN PRIETO MUNOZ EFF 123 | ||||||||
| MUTUAL OF OMAHA PLAZA | OMAHA | NE | 68175 | DIRECTOR | 0.5 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021102112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $231,582 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $100,823,887 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,505,218 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,329,105 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,329,105 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,564,937 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,764,168 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,138,208 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,138,208 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,551 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,551 | TotalTaxAmt |
| Distributable Before Adj | $5,089,657 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,089,657 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,089,657 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,571,757 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,571,757 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,089,657 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $31,960 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $332,361 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $646,525 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,010,846 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,571,757 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $5,089,657 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $482,100 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,492,946 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,492,946 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,960 | ExcessFromYear4Amt |
| Excess From Year2 | $332,361 | ExcessFromYear2Amt |
| Excess From Year1 | $646,525 | ExcessFromYear1Amt |
| Excess From Current Year | $482,100 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (122 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 Black Men of Omaha | |||||||
| 2221 North 24th Street | Omaha | NE | 68110 | N/A | PC | General Operating Support | $15,000 |
| AIM Institute | |||||||
| 1905 Harney St Ste 700 | Omaha | NE | 68102 | N/A | PC | Program Support | $2,500 |
| Angels Among Us | |||||||
| 3858 Jones Street Suite A | Omaha | NE | 68105 | N/A | PC | Program Support | $6,000 |
| At Ease USA | |||||||
| 10605 Burt Circle | Omaha | NE | 68114 | N/A | PC | General Operating Support | $10,000 |
| Autism Action Partnership | |||||||
| 10909 Mill Valley Rd 205 | Omaha | NE | 68154 | N/A | PC | General Operating Support | $10,000 |
| Banisters Leadership Academy | |||||||
| PO BOX 4002 | Omaha | NE | 68104 | N/A | PC | General Operating Support | $7,500 |
| Big Brothers Big Sisters Of The Midlands | |||||||
| 1209 Harney Street Suite 110 | Omaha | NE | 68102 | N/A | PC | General Operating Support | $35,000 |
| Black Men United | |||||||
| PO Box 6627 | Omaha | NE | 68106 | N/A | PC | Program Support | $10,000 |
| Board of Regents of the University of Nebraska | |||||||
| 3835 Holdrege St | Lincoln | NE | 68503 | N/A | GOV | Program Support | $25,000 |
| Boy Scouts Of America Mid-America Council | |||||||
| 12401 W Maple Rd | OMAHA | NE | 68164 | N/A | PC | Program Support | $20,000 |
| Boys & Girls Clubs of the Midlands | |||||||
| 2610 Hamilton St | Omaha | NE | 68131 | N/A | PC | General Operating Support | $51,000 |
| Carole's House of Hope | |||||||
| 7815 Harney St | Omaha | NE | 68114 | N/A | PC | Program Support | $20,000 |
| CASA for Douglas County | |||||||
| 2412 St Marys Avenue | Omaha | NE | 68105 | N/A | PC | General Operating Support | $50,000 |
| Catholic Charities | |||||||
| 9223 Bedford Ave | OMAHA | NE | 68134 | N/A | PC | Program Support | $15,000 |
| Catholic Council for Social Concern Inc | |||||||
| 601 Grand Ave | DES MOINES | IA | 50309 | N/A | PC | Program Support | $10,000 |
| Charles Drew Health Center Inc | |||||||
| 2915 Grant St | Omaha | NE | 68111 | N/A | PC | Program Support | $65,000 |
| CHI Health FoundationAlegent Health Foundation | |||||||
| 12809 West Dodge Road | OMAHA | NE | 68154 | N/A | PC | Program Support | $50,000 |
| Child Saving Institute Inc | |||||||
| 4545 Dodge Street | Omaha | NE | 68132 | N/A | PC | General Operating Support | $40,000 |
| Children's Hospital & Medical Center Foundation | |||||||
| 8404 Indian Hills Drive Ste 650 | Omaha | NE | 68114 | N/A | PC | General Operating Support | $25,000 |
| Christian Home Association Childrens Square U S A | |||||||
| 520 North 7th Street | Council Bluffs | IA | 51503 | N/A | PC | Program Support | $15,000 |
| Christian Outreach Program-Elkhorn (COPE) | |||||||
| PO Box 177 | Elkhorn | NE | 68022 | N/A | PC | General Operating Support | $15,000 |
| City Sprouts Inc | |||||||
| PO Box 31593 | Omaha | NE | 68131 | N/A | PC | General Operating Support | $10,000 |
| College Possible | |||||||
| 755 Prior Ave N Suite 210 | Saint Paul | MN | 55104 | N/A | PC | Program Support | $25,000 |
| Community Alliance Inc | |||||||
| 4001 Leavenworth St | Omaha | NE | 68105 | N/A | SO III FI | Program Support | $25,000 |
| Completely KIDS | |||||||
| 2566 St Marys Ave | Omaha | NE | 68105 | N/A | PC | General Operating Support | $40,000 |
| Conference for Inclusive Communities | |||||||
| 6400 University Dr N Cec 122 | Omaha | NE | 68182 | N/A | PC | General Operating Support | $10,000 |
| Council Bluffs Schools Foundation | |||||||
| 300 W Broadway Suite 212 | Council Blfs | IA | 51503 | N/A | PC | Program Support | $35,000 |
| Creighton University | |||||||
| 2500 California Plz | Omaha | NE | 68154 | N/A | PC | Capital Campaign Support/ General Operating Support | $290,000 |
| Economic Empowerment Center | |||||||
| 4706 S 24th St | Omaha | NE | 68107 | N/A | PC | Program Support | $25,000 |
| Employee Financial Assistance Fund | |||||||
| Mutual of Omaha Plaza | Omaha | NE | 68175 | N/A | PC | Matching Gift/ General Operating Support | $129,093 |
| Equal Play - Inspiring Confidence for Girls | |||||||
| 117 N 32nd Ave Ste 202 | Omaha | NE | 68131 | N/A | PC | General Operating Support | $5,000 |
| Family Housing Advisory Services | |||||||
| 2401 Lake St | Omaha | NE | 68111 | N/A | PC | General Operating Support | $35,000 |
| Father Flanagan's Boys' Home aka Boys Town | |||||||
| 14100 Crawford St - Mod 1 | Boys Town | NE | 68010 | N/A | PC | Program Support | $25,000 |
| Food Bank for the Heartland | |||||||
| 10525 J Street | Omaha | NE | 68127 | N/A | PC | General Operating Support | $150,000 |
| Girl Scouts Spirit of Nebraska | |||||||
| 2121 S 44TH St | Omaha | NE | 68105 | N/A | PC | Program Support | $20,000 |
| Girls Inc of Omaha | |||||||
| 2811 N 45th St | Omaha | NE | 68104 | N/A | PC | General Operating Support | $50,000 |
| Goodwill of Omaha | |||||||
| 4805 North 72nd Street | Omaha | NE | 68134 | N/A | PC | Program Support | $25,000 |
| Habitat for Humanity of Council Bluffs | |||||||
| 1228 South Main St | COUNCIL BLFS | IA | 51503 | N/A | PC | General Operating Support | $15,000 |
| Habitat for Humanity of Omaha | |||||||
| 1701 N 24th St | OMAHA | NE | 68110 | N/A | PC | General Operating Support/ Capital Campaign Support | $200,000 |
| Harbor House dba Hospice House | |||||||
| 12809 W Dodge Rd | Omaha | NE | 68154 | N/A | PC | General Operating Support | $10,000 |
| Heart Ministry Center | |||||||
| 2222 BINNEY ST | Omaha | NE | 68110 | N/A | PC | General Operating Support | $62,500 |
| Heartland Equine Therapeutic Riding Academy Inc | |||||||
| 10130 S 222nd Street | Gretna | NE | 68028 | N/A | PC | General Operating Support | $5,000 |
| Heartland Family Service (HFS) | |||||||
| 2101 S 42 St | Omaha | NE | 68105 | N/A | PC | General Operating Support | $75,000 |
| Heartland Hope Mission | |||||||
| 2021 U Street | Omaha | NE | 681073666 | N/A | PC | General Operating Support | $35,000 |
| Heartland Workers Center | |||||||
| 4923 S 24TH ST STE 3A | Omaha | NE | 68107 | N/A | PC | Program Support | $15,000 |
| Ho-Chunk Development Corporation | |||||||
| 509 Hochunk Plaza N | Winnebago | NE | 51104 | N/A | PC | General Operating Support | $25,000 |
| Holy Name Housing Corporation | |||||||
| 4324 Fort St | Omaha | NE | 68111 | N/A | PC | General Operating Support | $20,000 |
| Hope Center for Kids Inc | |||||||
| 2200 N 20th St | Omaha | NE | 68110 | N/A | PC | Program Support | $30,000 |
| Immigrant Legal Center | |||||||
| 4223 Center St | Omaha | NE | 68105 | N/A | PC | General Operating Support/ Capital Campaign Support | $150,000 |
| inCOMMON Community Development | |||||||
| 1340 Park Ave | Omaha | NE | 68105 | N/A | PC | General Operating Support | $10,000 |
| Intercultural Senior Center | |||||||
| 5545 Center Street | Omaha | NE | 68106 | N/A | PC | General Operating Support | $40,000 |
| International Council for Refugees and Immigrants | |||||||
| 6901 Dodge St Ste 104 | Omaha | NE | 68132 | N/A | PC | General Operating Support | $25,000 |
| Iowa Jag Inc | |||||||
| 1111 9th St | Des Moines | IA | 50314 | N/A | PC | Program Support | $10,000 |
| Iowa Legal Aid | |||||||
| 666 Walnut St Floor 25 | Des Moines | IA | 50309 | N/A | PC | Program Support | $20,000 |
| Jennie Edmundson Hospital Foundation | |||||||
| 933 EAST PIERCE STREET | Council Bluffs | IA | 51503 | N/A | PC | Program Support | $15,000 |
| Keep America Beautiful Inc | |||||||
| 1010 Washington Blvd 3rd Floor | Stamford | CT | 06901 | N/A | PC | General Operating Support | $25,000 |
| Kids Can Community Center | |||||||
| 4768 Q St | Omaha | NE | 68117 | N/A | PC | General Operating Support | $40,000 |
| Knights of AK-SAR-BEN Foundation | |||||||
| 7101 MERCY RD STE 320 | Omaha | NE | 68106 | N/A | PC | Program Support | $25,000 |
| Latino Center of the Midlands | |||||||
| 4821 S 24th Street | Omaha | NE | 68107 | N/A | PC | General Operating Support | $30,000 |
| Legal Aid of Nebraska | |||||||
| 209 South 19th St Ste 200 | Omaha | NE | 68102 | N/A | PC | General Operating Support | $40,000 |
| Lutheran Family Services of Nebraska Inc | |||||||
| 7929 West Center Rd | Omaha | NE | 68124 | N/A | PC | General Operating Support | $75,000 |
| Magdalene Omaha Inc | |||||||
| 930 S 48th Street | Omaha | NE | 68106 | N/A | PC | General Operating Support | $20,000 |
| Mercy Housing Midwest | |||||||
| 1600 Broadway Suite 2000 | Denver | CO | 80202 | N/A | PC | Program Support | $25,000 |
| Methodist Hospital Foundation | |||||||
| 8701 West Dodge Road Suite 450 | Omaha | NE | 68114 | N/A | PC | Program Support | $50,000 |
| Metro Area Continuum of Care for the Homeless | |||||||
| 6001 Dodge Street Suite 117D CEC | Omaha | NE | 68182 | N/A | PC | Program Support | $25,000 |
| Metropolitan Community College Foundation | |||||||
| PO Box 3777 | Omaha | NE | 68103 | N/A | PC | Program Support | $25,000 |
| MICAH House | |||||||
| 1415 Avenue J | Council Blfs | IA | 51501 | N/A | PC | General Operating Support | $40,000 |
| Midlands Latino Community Development Corporation | |||||||
| Development Corp 4923 S 24th St Sui | Omaha | NE | 68107 | N/A | PC | Program Support | $10,000 |
| National Park Foundation | |||||||
| 1500 K Street Suite 700 Nw | Washington | DC | 20005 | N/A | GOV | Program Support | $100,000 |
| Nebraska 4-H Foundation | |||||||
| PO Box 4500 | Lincoln | NE | 68504 | N/A | PC | Program Support | $7,500 |
| Nebraska AIDS Project | |||||||
| 6220 MAPLE STREET | Omaha | NE | 68104 | N/A | PC | General Operating Support | $10,000 |
| Nebraska Appleseed | |||||||
| PO Box 83613 | Lincoln | NE | 685013613 | N/A | PC | General Operating Support | $25,000 |
| NEBRASKA CENTER FOR WORKFORCE DEVELOPMENT AND EDUC | |||||||
| 6001 Grover St Ste 2 | Omaha | NE | 68106 | N/A | PC | Program Support | $10,000 |
| Nebraska Children and Families Foundation | |||||||
| 215 Centennial Mall S Ste 200 | Lincoln | NE | 68508 | N/A | PC | Program Support | $30,000 |
| Nebraska Children's Home Society (NCHS) | |||||||
| 4939 S 118TH St | Omaha | NE | 68137 | N/A | PC | Program Support | $25,000 |
| Nebraska Coalition to End Sexual and Domestic Viol | |||||||
| 245 S 84th St Ste 200 | Lincoln | NE | 68510 | N/A | PC | General Operating Support | $10,000 |
| Nebraska Diaper Bank | |||||||
| 9100 F St Suite 100 | Omaha | NE | 68127 | N/A | PC | General Operating Support | $5,000 |
| Neola Betterment Corporation | |||||||
| PO Box 143 | Neola | IA | 51559 | N/A | PC | Program Support | $5,000 |
| New Visions Homeless Services | |||||||
| 1435 N 15th St | Council Bluffs | IA | 51501 | N/A | PC | General Operating Support | $30,000 |
| No More Empty Pots | |||||||
| 8511 North 30th Street | Omaha | NE | 68112 | N/A | PC | Program Support | $30,000 |
| NorthStar Foundation | |||||||
| 4242 N 49th Ave | Omaha | NE | 68104 | N/A | PC | General Operating Support | $25,000 |
| Omaha Home For Boys | |||||||
| 4343 N 52nd St | Omaha | NE | 68104 | N/A | PC | Program Support | $25,000 |
| Omaha Municipal Land Bank | |||||||
| 1905 Harney St 224 | Omaha | NE | 68102 | N/A | PC | General Operating Support | $25,000 |
| Omaha Performing Arts | |||||||
| 1200 Douglas | Omaha | NE | 68102 | N/A | PC | Capital Campaign Support | $250,000 |
| OneWorld Community Health Center | |||||||
| 4920 South 30th Street Suite 103 | Omaha | NE | 68107 | N/A | PC | General Operating Support | $65,000 |
| Outlinc Inc DBA OutNebraska | |||||||
| 211 N 14th St | Lincoln | NE | 68508 | N/A | PC | Program Support | $5,000 |
| Outlook Enrichment | |||||||
| 4125 S 72nd St | Omaha | NE | 68127 | N/A | PC | Program Support | $10,000 |
| Partnership 4 Kids | |||||||
| 1004 Farnam Street Suite 200 | Omaha | NE | 68102 | N/A | SO I | General Operating Support | $35,000 |
| Project Harmony Child Advocacy Center | |||||||
| 11949 Q St | Omaha | NE | 68137 | N/A | PC | General Operating Support | $60,000 |
| Project Houseworks | |||||||
| 2316 South 24th Street | Omaha | NE | 68108 | N/A | PC | General Operating Support | $20,000 |
| Rabble Mill | |||||||
| 2005 Y St | Lincoln | NE | 68503 | N/A | PC | General Operating Support | $2,500 |
| Refugee Women Rising | |||||||
| 3902 Gavenport Street | Omaha | NE | 68131 | N/A | PC | General Operating Support | $10,000 |
| Restoring Dignity | |||||||
| 10818 J Street | Omaha | NE | 68137 | N/A | PC | General Operating Support | $10,000 |
| Rise (formerly Defy Nebraska) | |||||||
| 3555 Farnam St Suite 222 | Omaha | NE | 68131 | N/A | PC | General Operating Support | $25,000 |
| Ronald McDonald House Charities in Omaha Inc | |||||||
| 620 S 38th Ave | Omaha | NE | 68105 | N/A | PC | General Operating Support | $25,000 |
| Santa Monica Inc | |||||||
| 401 S 39th St | Omaha | NE | 68131 | N/A | PC | General Operating Support | $20,000 |
| Saving Grace Perishable Food Rescue Inc | |||||||
| 4611 S 96th St Ste 154 | Omaha | NE | 68127 | N/A | PC | General Operating Support | $30,000 |
| Seventy Five North | |||||||
| 2112 NORTH 30TH STREET 200 | Omaha | NE | 68111 | N/A | PC | General Operating Support | $25,000 |
| SHARE Omaha | |||||||
| 6825 Pine Street M/S B3 | Omaha | NE | 68106 | N/A | PC | General Operating Support | $25,000 |
| Siena Francis House | |||||||
| PO Box 217 DTS | Omaha | NE | 68101 | N/A | PC | General Operating Support | $75,000 |
| Southside Redevelopment Corporation | |||||||
| 2411 O St | Omaha | NE | 68107 | N/A | PC | General Operating Support | $25,000 |
| Special Olympics Nebraska | |||||||
| 9427 F St | Omaha | NE | 68127 | N/A | PC | Program Support | $5,000 |
| St Augustine Indian Mission School | |||||||
| 705 South Mission Drive PO Box 766 | WINNEBAGO | NE | 68071 | N/A | PC | General Operating Support | $30,000 |
| Stephen Center Inc | |||||||
| 2723 Q Street | Omaha | NE | 68107 | N/A | PC | General Operating Support | $50,000 |
| TeamMates Mentoring Program | |||||||
| 121 South 13th Street Suite 300 | Lincoln | NE | 68508 | N/A | PC | General Operating Support | $25,000 |
| The American Red Cross | |||||||
| 431 18th St Nw | Washington | DC | 20006 | N/A | PC | Program Support/ General Operating Support | $125,000 |
| The Big Garden | |||||||
| 5602 READ ST | Omaha | NE | 68152 | N/A | PC | Program Support | $15,000 |
| The Blackbaud Giving Fund | |||||||
| 65 Fairchild Street | Daniel Island | SC | 29492 | N/A | PC | Matching Gift | $108,164 |
| The Collective for Hope | |||||||
| 7811 Farnam Drive | Omaha | NE | 68114 | N/A | PC | General Operating Support | $25,000 |
| The Furniture Project Omaha (TFP) | |||||||
| 10808 J Street | Omaha | NE | 68137 | N/A | PC | General Operating Support | $10,000 |
| The Salvation Army - Omaha | |||||||
| 5550 Prairie Stone Parkway | Hoffman Estates | IL | 60192 | N/A | PC | Program Support/ Capital Campaign Support | $550,000 |
| The Simple Foundation | |||||||
| 3157 Farnam Street Suite 7104 | Omaha | NE | 68131 | N/A | PC | General Operating Support | $10,000 |
| The Wellbeing Partners | |||||||
| 6001 Dodge Street | Omaha | NE | 68182 | N/A | PC | General Operating Support | $10,000 |
| Together Inc of Metropolitan Omaha | |||||||
| 812 S 24th Street | Omaha | NE | 68108 | N/A | PC | General Operating Support | $65,000 |
| University of Nebraska Foundation | |||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68508 | N/A | PC | Capital Campaign Support | $375,000 |
| Urban League of Nebraska | |||||||
| 3040 Lake Street | Omaha | NE | 68111 | N/A | PC | General Operating Support/ Board Directed Giving | $40,000 |
| Visiting Nurse Health Services | |||||||
| 12565 W CENTER RD | Omaha | NE | 68144 | N/A | PC | General Operating Support | $50,000 |
| Women's Center for Advancement | |||||||
| 3801 Harney St | Omaha | NE | 68131 | N/A | PC | General Operating Support | $75,000 |
| YMCA Of Greater Omaha | |||||||
| 430 South 20th | Omaha | NE | 68102 | N/A | PC | General Operating Support | $20,000 |
| Youth Care & Beyond Inc | |||||||
| 15418 Weir Street Suite 317 | Omaha | NE | 68137 | N/A | PC | General Operating Support | $10,000 |
| Youth Emergency Services | |||||||
| 2566 Farnam St Suite 301 | Omaha | NE | 68131 | N/A | PC | General Operating Support/ Capital Campaign Support | $295,000 |
| YouTurn | |||||||
| 4344 N 34th Ave | Omaha | NE | 68111 | N/A | PC | General Operating Support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,571,757 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,536 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $625,213 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $254,261 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,847,341 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PARTNERSHIPS | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$15,925 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $15,925 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $238,336 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,575,015 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,813,351 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part XIV Line 2d | IdentifierTxt |
| Form And Line Reference | Part XIV Line 2d | FormAndLineReferenceDesc |
| Medium Explanation | The Foundation requires a grant agreement which i.) specifies the respective responsibilities of the Foundation and the recipient; ii.) obligates the recipient to use the grant funds only for the purposes for which the grant was made; III.) indicates how and when any grant reports regarding the use of the grant funds should be provided; and iv.) acknowledges the authority of Mutual of Omaha Foundation to withhold and/or recover grant funds in case such funds are, or appear to be, misused. The Foundation provides grants to organizations which are exempt from taxation under Section 501(c)(3) and may also use its funds to engage directly in Section 501(c)(3) exempt activities. The Foundation's mission is to break the cycle of poverty for families in the Omaha metropolitan area and invest in civic projects that strengthen the community. The Foundation's focus is in the following areas: . Basic Needs: Homeless prevention, affordable housing, community health, food, and emergency shelter . Adult Self-Sufficiency: workforce development, financial education, literacy and language, domestic violence, parenting classes . Youth Development: mentoring, out-of-school programs, teen parenting, college and career prep, abuse and neglect . Disaster Relief . Civic Initiatives | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC. | $162,774 | $162,774 |
| BEST BUY CO INC. | $152,646 | $152,646 |
| BOOKING HOLDINGS INC. | $0 | $0 |
| COCA COLA COMPANY | $194,469 | $194,469 |
| DICKS SPORTING GOODS INC. | $213,078 | $213,078 |
| HOME DEPOT INC | $0 | $0 |
| INTEL CORP | $0 | $0 |
| META PLATFORMS INC. | $0 | $0 |
| LAUDER ESTEE | $0 | $0 |
| LOCKHEED MARTIN CORP COM | $0 | $0 |
| MARRIOTT INTL INC | $71,036 | $71,036 |
| MCDONALDS CORP | $91,918 | $91,918 |
| MICROSOFT CORP | $133,494 | $133,494 |
| MONDELEZ INTERNATIONAL W I | $177,454 | $177,454 |
| NIKE | $119,427 | $119,427 |
| PEPSICO INC | $199,562 | $199,562 |
| PROCTER & GAMBLE CO. | $139,213 | $139,213 |
| RALPH LAUREN CORP. | $97,335 | $97,335 |
| STARBUCKS CORP | $136,814 | $136,814 |
| UNITED PARCEL SERVICE INC | $0 | $0 |
| VISA INC COM. CL A | $66,389 | $66,389 |
| WILLIAMS SONOMA, INC. | $90,801 | $90,801 |
| YUM BRANDS INC COM | $179,658 | $179,658 |
| DIAGEO PLC SPONSORED ADR | $155,128 | $155,128 |
| HEINEKEN NV SPON A D R | $91,764 | $91,764 |
| NESTLE SA SPONSORED ADR | $112,739 | $112,739 |
| SCHLUMBERGER LTD COM STK | $0 | $0 |
| BLACKROCK INC. | $170,478 | $170,478 |
| MATTEL INC | $126,024 | $126,024 |
| PAYPAL | $196,512 | $196,512 |
| SCHWAB | $249,400 | $249,400 |
| LVMH MOET | $73,103 | $73,103 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,306,440 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,306,440 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (82 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ITE RAIL FEED FUND LP | AT COST | $561,651 | $561,651 |
| LINDEN CAPITAL PARTNERS V-A LP | AT COST | $341,521 | $341,521 |
| LINDEN CO-INVESTMENT V-A LP | AT COST | $113,874 | $113,874 |
| KLINE HILL PTR OFF FUND IV | AT COST | $854,906 | $854,906 |
| KLINE HILL PTR SOL OFF FUND | AT COST | $744,788 | $744,788 |
| FULL IN PARTNERS II, LP | AT COST | $287,138 | $287,138 |
| RUBICON TECH PARTNERS IV L.P. | AT COST | $71,149 | $71,149 |
| CENTER ROCK CAP PTR FUND II | AT COST | $161,586 | $161,586 |
| SURGOCAP OFFSHORE FUND LP | AT COST | $616,263 | $616,263 |
| THE A PLUS FUND LTD | AT COST | $2,310,799 | $2,310,799 |
| ARROWST ACWI EX US ALPHA EXT U | AT COST | $2,902,376 | $2,902,376 |
| DOVER STREET X, LP | AT COST | $617,664 | $617,664 |
| MANULIFE PVT EQT PARTNERS LP | AT COST | $698,979 | $698,979 |
| TRUEBRIDGE CAP PTR FUND VI LP | AT COST | $1,098,890 | $1,098,890 |
| LFP GLOBAL EQUITY LP | AT COST | $3,497,090 | $3,497,090 |
| JUNIPERUS INSURANCE OPP FD | AT COST | $950,534 | $950,534 |
| FULL IN PARTNRS FUND I | AT COST | $510,319 | $510,319 |
| RUBICON TECH PARTNERS III L.P | AT COST | $510,214 | $510,214 |
| ASPEX GLOBAL FUND | AT COST | $1,393,633 | $1,393,633 |
| KLINE HILL PRTNRS OPP. OFF III | AT COST | $248,079 | $248,079 |
| KLINE HILL PRTNRS OFF FUND III | AT COST | $690,483 | $690,483 |
| KPS SPECIAL FND V (A), LP | AT COST | $354,301 | $354,301 |
| PARAMETRIC GLBL DEF EQ FND LLC | AT COST | $607,613 | $607,613 |
| ATALAN OFFSHORE FUND, LTD. | AT COST | $1,658,180 | $1,658,180 |
| JUNIPERUS INSURANCE OPP FUND | AT COST | $295,044 | $295,044 |
| SAMLYN OFFSHORE, LTD. | AT COST | $1,702,092 | $1,702,092 |
| MC PRIVATE EQUITY PARTNERS I-A | AT COST | $226,892 | $226,892 |
| MIC CAP PTRIII PA CAY LP | AT COST | $186,814 | $186,814 |
| C-BRIDGE HLTHCARE FUND V, L.P | AT COST | $625,028 | $625,028 |
| PEAK ROCK CAPITAL FUND III LP | AT COST | $238,896 | $238,896 |
| DAVIDSON KEMPNER INDST PTRS LP | AT COST | $2,543,842 | $2,543,842 |
| PRESERVER LP | AT COST | $1,828,585 | $1,828,585 |
| JUNIPERUS INSURANCE OPP L P | AT COST | $539,850 | $539,850 |
| CORE INDST PTRS FD II LP | AT COST | $650,992 | $650,992 |
| RECOGNIZE PARTNERS I-A, L.P. | AT COST | $329,679 | $329,679 |
| TRUEBRIDGE CAPL PARTNER FD VII | AT COST | $483,897 | $483,897 |
| VVP ALL CAP FUND, LLC | AT COST | $1,609,992 | $1,609,992 |
| LEVEL EQTY GROWTH PTRS V LP | AT COST | $189,930 | $189,930 |
| LEVEL EQUITY OPP FD 2021 LP | AT COST | $212,220 | $212,220 |
| HEARD HIGH CONV LNG ONLY FD | AT COST | $1,862,932 | $1,862,932 |
| SENTINEL CONT. FUND I, LP | AT COST | $42,166 | $42,166 |
| LEVEL EQUITY OPP FD 2018 LP | AT COST | $325,975 | $325,975 |
| CORE INDUSTRIAL PARTNERS FD I | AT COST | $504,368 | $504,368 |
| STEPSTONE VC GLB PTRS IV-B LP | AT COST | $472,268 | $472,268 |
| KHP STRATEGIC 9 LP | AT COST | $427,499 | $427,499 |
| SIRIS PARTNERS IV, L.P | AT COST | $222,031 | $222,031 |
| RIVERSIDE FUND VI-B L.P | AT COST | $769,815 | $769,815 |
| ORBIS INST GLOBAL EQUITY LP | AT COST | $3,207,001 | $3,207,001 |
| WHALE ROCK FLAGSHIP FUND | AT COST | $769,685 | $769,685 |
| RWC HORIZON EQUITY FD LTD | AT COST | $0 | $0 |
| KLINE HILL PARTNERS | AT COST | $668,713 | $668,713 |
| BAXTER STREET OFFSHORE FUND | AT COST | $3,089,589 | $3,089,589 |
| STONE CASTLE | AT COST | $4,447 | $4,447 |
| HBK MULTI-STRATEGY OFFSHORE | AT COST | $2,282,034 | $2,282,034 |
| TWO SIGMA ACTIVE EXTENSION | AT COST | $5,860,098 | $5,860,098 |
| ENR PARTNERS II | AT COST | $445,756 | $445,756 |
| CITY OF LONDON INTL EQUITY | AT COST | $3,767,671 | $3,767,671 |
| PEAK ROCK CAPITAL FUND II | AT COST | $227,084 | $227,084 |
| CASTLELAKE AVN III STBL YIELD | AT COST | $380,236 | $380,236 |
| RUBICON TECH PARTNERS II LP | AT COST | $440,707 | $440,707 |
| RWC HORIZON EQUITY FUND | AT COST | $0 | $0 |
| TRUEBRIDGE CAPITAL PTRS FUND V | AT COST | $1,451,362 | $1,451,362 |
| FVP OVERSEAS LTD | AT COST | $25,593 | $25,593 |
| PEAK ROCK CPTL CREDIT FD II LP | AT COST | $25,556 | $25,556 |
| CENTER ROCK CAPITAL PARTNERS I | AT COST | $1,038,275 | $1,038,275 |
| US RESEARCH EQTY EXT. FUND LP | AT COST | $6,341,059 | $6,341,059 |
| KLINE HILL PTRS OFFSHORE FD II | AT COST | $648,630 | $648,630 |
| C-BRIDGE HEALTHCARE FUND IV | AT COST | $741,345 | $741,345 |
| BNYM MELL CF NSL DYN US EQ FD | AT COST | $3,561,937 | $3,561,937 |
| ARROWST EMERGING MRKT TRUST FD | AT COST | $4,297,888 | $4,297,888 |
| VANGUARD DEVELOPED ETF | AT COST | $980,992 | $980,992 |
| VANGUARD TTL WORLD STK IN ETF | AT COST | $381,891 | $381,891 |
| VANGUARD EMERGING MARKETS ETF | AT COST | $540,753 | $540,753 |
| VANGUARD S&P 500 | AT COST | $877,531 | $877,531 |
| VANGUARD SHORT-TERM INFLATION | AT COST | $2,602,873 | $2,602,873 |
| GENERATION IM GLOBAL EQ FD LLC | AT COST | $3,523,938 | $3,523,938 |
| SENTINEL CPTL PARTNERS VII LP | AT COST | $32,260 | $32,260 |
| SENTINEL JR CPTL II LP | AT COST | $40,098 | $40,098 |
| TRUEBRIDGE CPTL PTRS FD VIII | AT COST | $17,570 | $17,570 |
| LINDEN CPTL PTRS V-A AIV LP | AT COST | $341,520 | $341,520 |
| TCP FUND VII LP | AT COST | $90,000 | $90,000 |
| KLINE HILL PTRS OFFSHORE FF IV | AT COST | $193,522 | $193,522 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX RECOVERABLE | Desc |
| BOY Book Value | $83,288 | BOYBookValueAmt |
| EOY Book Value | $48,466 | EOYBookValueAmt |
| EOYFMV | $48,466 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $728 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $728 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income from Partnerships | Desc |
| Net Investment Income | $383,588 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENT | Desc |
| Amt | $8,582,686 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CAMBRIDGE | $231,583 | $231,583 |
| US BANK | $32,560 | $32,560 |
| CITIBANK - HS MANAGEMENT | $14,399 | $14,399 |
| CITIZENS BANK - BRECKINRIDGE | $6,921 | $6,921 |
| NEWTON INVESTMENT MANAGEMENT | $15,018 | $15,018 |
| AGENT FEE (HS MANAGEMENT) | $94 | $94 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $34,820 | Amt |