MUTUAL OF OMAHA FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MUTUAL OF OMAHA FOUNDATION (EIN 20-2176636)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-13
- IRS object ID
- 202113179349101411
- Schema version
- 2020v4.1
- 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
- Schedule B
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-13T15:01:43-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-12 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GAIL | PersonFirstNm |
| Person Last | GRAEVE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer Rhoderick | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $108,220,047 | 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 | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,239 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,239 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $399,157 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $744,567 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,073,357 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57,779,686 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,948,032 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $302,853 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$214,475 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,777,606 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,480,363 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $322,217 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $322,217 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $47,929 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $370,186 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $322,217 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,208,388 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,208,388 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,578,574 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $322,217 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,208,388 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,199,032 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,158,146 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,958,362 | CashBOYAmt |
| Cash EOY | $2,078,694 | CashEOYAmt |
| Cash EOYFMV | $2,078,694 | CashEOYFMVAmt |
| Other Investments BOY | $87,875,642 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $106,095,006 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $106,095,006 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $46,347 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $46,347 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $90,834,004 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,220,047 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $108,220,047 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $37,970 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $37,970 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $90,796,034 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $108,220,047 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $90,796,034 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $108,220,047 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $90,834,004 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $108,220,047 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $90,796,034 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,199,032 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,224,981 | OtherIncreasesAmt |
| Subtotal | $108,220,047 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $108,220,047 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MARKETABLE INVESTMENTS | P | $56,905,011 | $53,831,654 | $3,073,357 | $3,073,357 |
| SIRIS PARTNERSHIP IV, LP K-1 | P | $2,482 | $2,482 | $2,482 | |
| AVIVA INVESTORS MUTLI-STRATEGY TARGET RETURN, K-1 | P | $10,151 | $10,151 | $10,151 | |
| ARROWSTREET ACWI EX US ALPHA EXTENTION TRUST FUND, K-1 | P | $100,595 | $100,595 | $100,595 | |
| CORE INDUSTRIAL PARTNERS FUND I, LP, K-1 | P | $87,552 | $87,552 | $87,552 | |
| GREENSPRING GLOBAL PARTNERS IV-B, LP, K-1 | P | $415,288 | $415,288 | $415,288 | |
| INDEPENDENT FRANCHISE PARTNERS GLOBAL EQUITY, LP, K-1 | P | $86,574 | $86,574 | $86,574 | |
| KHP STRATEGIC 9,LP, K-1 | P | $279,117 | $279,117 | $279,117 | |
| MANULIFE PRIVATE EQUITY PARTNERS, LP, K-1 | P | $73,436 | $73,436 | $73,436 | |
| ORBIS INSTITUTIONAL GLOBAL EQUITY, LP, K-1 | P | $184,888 | -$184,888 | -$184,888 | |
| PEAK ROCK CAPITAL CREDIT FUND II, LP | P | $506 | $506 | $506 | |
| TRUEBRIDGE CAPITAL PARTNERS FUND V, LP, K-1 | P | $3,570 | $3,570 | $3,570 | |
| TRUEBRIDGE CAPITAL PARTNERS FUND VI , LP, K-1 | P | $292 | $292 | $292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,948,032 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $57,798 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $57,798 | SubtotalAmt |
| Tax Based On Investment Income | $57,798 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $46,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $11,798 | TaxDueAmt |
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 | ||||||||
| MUTUAL OF OMAHA PLAZA | OMAHA | NE | 68175 | TREASURER/DIRECTOR | 0.5 | $0 | $0 | $0 |
| BRAD BUECHLER | ||||||||
| MUTUAL OF OMAHA PLAZA | OMAHA | NE | 68175 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| RICHARD R HRABCHAK | ||||||||
| MUTUAL OF OMAHA PLAZA | OMAHA | NE | 68175 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| Alex Hayes | ||||||||
| 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 | $264,040 | 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 | $86,325,454 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,321,161 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $88,646,615 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $88,646,615 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,329,699 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $87,316,916 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,365,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,365,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57,798 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57,798 | TotalTaxAmt |
| Distributable Before Adj | $4,308,048 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,308,048 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,308,048 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,208,388 | 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 | $4,208,388 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,208,388 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,308,048 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $670,523 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,631 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $31,960 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $762,114 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,208,388 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,208,388 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $99,660 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $99,660 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $662,454 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $570,863 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $91,591 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,631 | ExcessFromYear4Amt |
| Excess From Year1 | $31,960 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Gail Graeve Mutual of Omaha Founda | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Phone | 8666638655 | RecipientPhoneNum |
| Form And Info And Materials | The Foundation provides grants to organizations which are exempt from taxation under Section 501(c)(3). An organization seeking a grant from the Foundation is required to submit an online application and provide the following information: . Name, address, phone number and contact person of the organization . Mission of the organization . Description of the project for which grant funds are being requested . Names of the organization's board of directors . Verification of the organization's tax-exempt status . A current financial statement . Cost of the proposed project and the amount being sought from the Foundation . Budget for the proposed project . Organization's budget . A list of other sources of support and the amounts and types of their donations . An explanation of whether this is an ongoing activity or a one- time project | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Grants are reviewed and approved twice a year. See website for submission deadlines. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Please see general explanation attachment | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attached | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | General Support | GrantOrContributionPurposeTxt |
| Amt | $4,208,388 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,208,388 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attached | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MUTUAL OF OMAHA FOUNDATION | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68175 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | General Support | GrantOrContributionPurposeTxt |
| Amt | $748,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $748,000 | TotalGrantOrContriApprvFutAmt |
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 | $2,239 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $399,157 | 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 Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $302,853 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,073,357 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,777,606 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,777,606 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Mutual of Omaha Insurance Company | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 Mutual of Omaha Plaza | AddressLine1Txt |
| City | Omaha | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68175 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | XXX-XX-XXXX Vanguard Mid Cap Index ETF 30,792 Shares | $6,338,203 | 2020-12-29 |
| 2 | XXX-XX-XXXX Vanguard Large Cap Index ETF 20,933 Shares | $3,661,797 | 2020-12-29 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part XV line 2d | IdentifierTxt |
| Form And Line Reference | Part XV 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.) provides for periodic written reports concerning the use of the grant funds; iv.) requires a final written report and accounting of how grant funds were used; and v.) 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 through the funding of major capital 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 . At-Risk Youth: mentoring, out-of-school programs, teen parenting, college and career prep, abuse and neglect | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAMBRIDGE INVESTMENT FUNDS | AT COST | ||
| DOMESTIC COMMON STOCKS | AT COST | $2,686,694 | $2,686,694 |
| FOREIGN STOCKS | AT COST | $290,134 | $290,134 |
| US GOVERNMENT ISSUES | AT COST | $6,722,975 | $6,722,975 |
| MUTUAL FUNDS-EQUITY | AT COST | $22,451,590 | $22,451,590 |
| MUTUAL FUNDS-FIXED INCOME | AT COST | $4,868,180 | $4,868,180 |
| INVESTMENT PARTNERSHIPS & JV | AT COST | $69,074,736 | $69,074,736 |
| OTHER | AT COST | $697 | $697 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX RECOVERABLE | Desc |
| EOY Book Value | $46,347 | EOYBookValueAmt |
| EOYFMV | $46,347 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FEES AND EXPENSES | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | miscellaneous income | Desc |
| Revenue And Expenses Per Books | $302,853 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$214,475 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $8,224,981 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXCISE TAX | Desc |
| BOY Book Value | $37,970 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMNT FEES | CategoryTxt |
| Amt | $322,217 | Amt |
| Net Investment Income | $322,217 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $47,929 | Amt |