2023-05-14T10:51:22-05:00 2022-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2022-01-01 364071611 DIXON FAMILY FOUNDATION DIXO 4025021122 10340 NORTH 84TH STREET OMAHA NE 68122 CHRISTI ANNIN DIR OF FINANCE 4025021122 2023-05-11 1 CHRISTI ANNIN 999009999 0 JAMES J TICHOTA P00573913 4024968800 2023-05-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTI ANNIN 10340 NORTH 84TH STREET OMAHA NE 68122 8375462 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 0 0 0 1975081 1020895 27180 48277 2002261 1069172 1317661 688755 0 0 0 0 0 0 0 264837 264808 1582498 953563 419763 115609 50734621 46984138 872737 636275 49861884 46347863 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 763202 688755 THE FOUNDATION WAS ORGANIZED AND IS OPERATED GENERALLY FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES 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. IN ADDITION, THE FOUNDATION DISTRIBUTES FUNDS TO OTHER CHARITABLE ORGANIZATIONS. 763202 1 0 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 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 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 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 CALVIN SISSON PRESIDENT & CEO 1.00 39.00 X 0 791842 37352 RICH EAKIN VICE PRESIDENT 1.00 39.00 X 0 238743 16700 CHRISTI ANNIN DIRECTOR OF FINANCE 1.00 39.00 X 0 229109 34800 SARAH LOPEZ SECRETARY/DIR OF GRANTMAKING 1.00 39.00 X 0 165675 32000 0 1425369 120852 0 0 1 0 0 1174008 1174008 7153177 7306290 -153113 -153113 -153113 OTHER INCOME 900099 48277 48277 48277 1069172 0 0 1069172 688755 688755 100000 50000 50000 11795 5898 5897 124464 124464 CONSULTING FEE 20000 10000 10000 PV ADJUSTMENT 8538 8538 POSTAGE 11 11 953563 763202 190361 0 374175 111761 49988792 46459221 371654 413156 50734621 46984138 872737 636275 872737 636275 X 49861884 46347863 49861884 46347863 50734621 46984138 115609 -3629630 0 X 0 1 X 1 0 X X 1 OMAHA COMMUNITY FOUNDATION 470645958 8 1 688755 0 1 688755 0 1 0 0 0 0 0 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. 0 X -2684922 -3629630 -3629630 944708 124464 124464 1069172 829099 0 829099 124464 124464 953563 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, 2022 AND 2021, THE FOUNDATION HAD NO UNCERTAIN INCOME TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 124,464. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED AGAINST INVESTMENT INCOME 124,464. 1 AMERICAN HEART ASSOCIATION INC 9900 NICHOLAS STREET SUITE 200 OMAHA NE 68114 135613797 501(C)(3) 15000 0 EVENT BAGS OF FUN 7200 S ALTON WAY A180 CENTENNIAL CO 80112 470946567 501(C)(3) 15000 0 PROGRAM SUPPORT BAND OF ANGELS CORP 11890 W 135TH ST OVERLAND PARK KS 662219399 461617742 501(C)(3) 30000 0 PROGRAM SUPPORT BOYS & GIRLS CLUB OF GREATER KANSAS CITY 4001 BLUE PARKWAY SUITE 102 KANSAS CITY MO 64130 436072065 501(C)(3) 25000 0 CAPITAL CAMPAIGN CENTRAL HIGH SCHOOL FOUNDATION 1111 N 13TH ST SUITE 318 OMAHA NE 68102 911771983 501(C)(3) 10000 0 PROGRAM SUPPORT COMPLETELY KIDS 2566 SAINT MARYS AVE OMAHA NE 68105 275111197 501(C)(3) 60000 0 CAPITAL CAMPAIGN EASTERN NEBRASKA OFFICE ON AGING 4780 SOUTH 131ST STREET OMAHA NE 68137 470668392 501(C)(3) 35000 0 CAPITAL CAMPAIGN GIRL SCOUTS-SPIRIT OF NEBRASKA 2121 S 44TH STREET OMAHA NE 68105 470432299 501(C)(3) 75000 0 CAPITAL CAMPAIGN HEART MINISTRY CENTER 2222 BINNEY STREET OMAHA NE 68110 810614816 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT HEARTLAND EQUINE THERAPEUTIC RIDING ACADEMY INC 10130 S 222ND ST GRETNA NE 68028 363713040 501(C)(3) 50000 0 PROGRAM SUPPORT KANSAS CITY ZOO 6800 ZOO DRIVE KANSAS CITY MO 64132 436048888 501(C)(3) 55000 0 PROGRAM SUPPORT & EVENT LAURITZEN GARDENS 100 BANCROFT STREET OMAHA NE 68108 470659701 501(C)(3) 12500 0 EVENT LUTHERAN FAMILY SERVICES OF NEBRASKA INC 124 SOUTH 24TH STREET SUITE 203 OMAHA NE 681021226 237267972 501(C)(3) 15000 0 PROGRAM SUPPORT OMAHA COMMUNITY FOUNDATION 1120 S 101 ST STE 320 OMAHA NE 68124 470645958 501(C)(3) 101255 0 PROGRAM SUPPORT PROJECT HARMONY 11949 Q STREET OMAHA NE 68137 470789054 501(C)(3) 10000 0 PROGRAM SUPPORT RADIO TALKING BOOK SERVICE INC 7101 NEWPORT AVE STE 205 OMAHA NE 68152 237437638 501(C)(3) 25000 0 PROGRAM SUPPORT SHELTERING TREE INC PO BOX 4990 OMAHA NE 68104 030605993 501(C)(3) 50000 0 CAPITAL CAMPAIGN STRATEGIC AIR COMMAND & AEROSPACE MUSEUM 28210 W PARK HWY ASHLAND NE 680033525 470619646 501(C)(3) 25000 0 PROGRAM SUPPORT THE DURHAM MUSEUM 801 S 10TH STREET OMAHA NE 68108 470556061 501(C)(3) 40000 0 GENERAL OPERATING & PROGRAM SUPPORT 24 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 389881 0 401961 0 0 0 12200 0 25152 0 829194 0 0 CHRISTI ANNIN DIRECTOR OF FINANCE 0 179109 0 50000 0 0 0 9600 0 25200 0 263909 0 0 RICH EAKIN VICE PRESIDENT 0 178743 0 60000 0 0 0 7400 0 9300 0 255443 0 0 SARAH LOPEZ SECRETARY/DIR OF GRANTMAKING 0 135675 0 30000 0 0 0 6800 0 25200 0 197675 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. 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 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0