2020-05-13T09:54:24-05:00 2019-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990 2019-01-01 364071611 DIXON FAMILY FOUNDATION DIXO 4025021122 10340 NORTH 84TH STREET OMAHA NE 68122 CALVIN SISSON PRESIDENT & CEO 4025021122 2020-05-05 1 JAMES J TICHOTA P00573913 4024968800 2020-05-05 74.51.217.130 2020-05-05 15:13:03 CD P 1F8E95A20AD6F9B226681F8D2CFC3C032B33FF38 4E7B5C594BFE66308ABBB9FDC4E5169FE9E7F654 2019 2021-01-29 14:40:06Z CALVIN SISSON 15896555 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. 8 8 0 8 0 0 3025000 3930000 0 0 1362775 1497231 0 27870 4387775 5455101 1106517 553026 0 0 0 0 0 0 0 197345 227970 1303862 780996 3083913 4674105 34472844 41719213 956987 281812 33515857 41437401 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 610286 553026 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. 610286 1 1 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 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 X 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 AMY J DEARDORFF DIRECTOR 1.00 X 0 0 0 WES DIXON DIRECTOR THROUGH 9/19 1.00 X 0 0 0 ELIZABETH DIXON SECRETARY 1.00 X X 0 0 0 SARAH YALE DIRECTOR 1.00 X 0 0 0 KATHRYN LAMBERT TREASURER AS OF 9/19 1.00 X X 0 0 0 JOHN BOYER SECRETARY THROUGH 9/19 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 3930000 3930000 1400447 1400447 10538238 10441454 96784 96784 96784 CONSENT FEE 900009 27870 27870 27870 5455101 0 0 1525101 553026 553026 75000 37500 37500 1622 811 811 10390 5195 5195 117204 117204 CONSULTING FEES 20000 10000 10000 MISCELLANEOUS 3060 3060 SUPPLIES 410 410 MEALS & ENTERTAINMENT 235 235 49 49 780996 610286 170710 0 318570 343385 33779319 41010082 374955 365746 34472844 41719213 956987 281812 956987 281812 X 33515857 41437401 33515857 41437401 34472844 41719213 4674105 3247439 0 X 0 1 X 1 0 X X 1 OMAHA COMMUNITY FOUNDATION 470645958 8 1 553026 0 1 553026 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 5455101 3247439 -3247439 0 5455101 0 5455101 780996 0 780996 0 780996 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, 2019 AND 2018, THE FOUNDATION HAD NO UNCERTAIN INCOME TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED LOSSES SHOWN AS CHANGE IN NET ASSETS ON F/S 1 KANSAS CITY ZOO 6800 ZOO DRIVE KANSAS CITY MO 64132 436048888 501(C)(3) 15000 PROGRAM SUPPORT & AQUARIUM JOSLYN CASTLE TRUST 3902 DAVENPORT STREET OMAHA NE 68131 470768416 501(C)(3) 10000 PROGRAM SUPPORT LAURITZEN GARDENS 100 BANCROFT STREET OMAHA NE 68108 470659701 501(C)(3) 197500 PROGRAM SUPPORT YOUTH FRONTIERS INC 7101 MERCY ROAD SUITE 150 OMAHA NE 68106 411598977 501(C)(3) 15000 PROGRAM SUPPORT BAND OF ANGELS CORP 11890 W 135TH ST OVERLAND PARK KS 662219399 461617742 501(C)(3) 25000 PROGRAM SUPPORT BLUE VALLEY EDUCATIONAL FOUNDATION 15020 METCALF OVERLAND PARK KS 66223 481159744 501(C)(3) 20000 PROGRAM SUPPORT CHILDREN'S RESPITE CARE CENTER 5321 S 138TH STREET OMAHA NE 68137 470718409 501(C)(3) 10000 PROGRAM SUPPORT FILM STREAMS 1340 MIKE FAHEY STREET OMAHA NE 68102 202549448 501(C)(3) 30000 PROGRAM SUPPORT OMAHA COMMUNITY FOUNDATION 3555 FARNAM ST 222 OMAHA NE 68131 470645958 501(C)(3) 50000 PROGRAM SUPPORT HEART MINISTRY CENTER 2222 BINNEY STREET OMAHA NE 68110 810614816 501(C)(3) 10000 PROGRAM SUPPORT OMAHA ZOO FOUNDATION 3701 S 10TH STREET OMAHA NE 68107 363297716 501(C)(3) 25000 PROGRAM SUPPORT BOYS SCOUTS OF AMERICA 12401 W MAPLE ROAD OMAHA NE 68164 470376545 501(C)(3) 90000 PROGRAM SUPPORT COMPLETELY KIDS 2566 SAINT MARYS AVE OMAHA NE 68105 275111197 501(C)(3) 15000 PROGRAM SUPPORT 13 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. X 1 3930000 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 LINE 2 EXPLANATION - KAREN, WESLEY, 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0