Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
WALTER SCOTT FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)10340 N 84TH STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OMAHA, NE681222216
A Employer identification number

47-1116371
B Telephone number (see instructions)

(402) 341-6000
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,732,237,817J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 15,590,810
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 17,311,271 17,311,271  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -1,634,801
b Gross sales price for all assets on line 6a 83,869,402
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,007,090 3,968,879  
12 Total. Add lines 1 through 11........ 38,274,370 21,280,150  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
38,990 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,150,506 1,650,506   500,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
829,255 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,018,751 1,650,506   500,000
25 Contributions, gifts, grants paid....... 100,990,879 100,990,879
26 Total expenses and disbursements. Add lines 24 and 25 104,009,630 1,650,506   101,490,879
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -65,735,260
b Net investment income (if negative, enter -0-) 19,629,644
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 70,270,599 62,659,417 62,659,417
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow100,000,450
Less: allowance for doubtful accounts right arrow0 100,000,450 100,000,450 100,000,450
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 132,286,298 Click to see attachment
List of Attached Documents:
// Content
129,551,003 		1,085,879,131
c Investments—corporate bonds (attach schedule)....... 385,422,755 Click to see attachment
List of Attached Documents:
// Content
391,538,766 		360,567,282
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 109,172,740 Click to see attachment
List of Attached Documents:
// Content
49,518,602 		123,131,537
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,850,656 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 799,003,498 733,268,238 1,732,237,817
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 799,003,498 733,268,238
29 Total net assets or fund balances (see instructions)..... 799,003,498 733,268,238
30 Total liabilities and net assets/fund balances (see instructions). 799,003,498 733,268,238
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
799,003,498
2
Enter amount from Part I, line 27a .....................
2
-65,735,260
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
733,268,238
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
733,268,238
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 83,869,402   85,504,203 -1,634,801
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,634,801
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -1,634,801
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 272,852
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 272,852
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 272,852
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 197,280
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 135,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 332,280
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 1,330
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 58,098
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow58,098 Refundedright arrow 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
Yes
 
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowCHRISTI ANNIN Telephone no.right arrow (402) 502-1122

Located atright arrow10340 NORTH 84TH STREETOMAHANE ZIP+4right arrow681222216
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MOGENS BAY TRUSTEE
1.00 		0 0 0
10340 NORTH 84TH STREET
OMAHA,NE681222216
GREG ABEL CHAIRMAN
1.00 		0 0 0
10340 NORTH 84TH STREET
OMAHA,NE681222216
MIKE FAUST TRUSTEE
1.00 		0 0 0
10340 NORTH 84TH STREET
OMAHA,NE681222216
CALVIN SISSON PRESIDENT & CEO
1.00 		32,757 0 0
10340 NORTH 84TH STREET
OMAHA,NE681222216
RICH EAKIN VICE PRESIDENT
1.00 		10,091 0 0
10340 NORTH 84TH STREET
OMAHA,NE681222216
CHRISTI ANNIN DIRECTOR OF FINANCE
1.00 		10,426 0 0
10340 NORTH 84TH STREET
OMAHA,NE681222216
KAREN DIXON TRUSTEE
1.00 		0 0 0
10340 NORTH 84TH STREET
OMAHA,NE681222216
SANDRA PARKER TRUSTEE
1.00 		0 0 0
10340 NORTH 84TH STREET
OMAHA,NE681222216
AMY SCOTT TRUSTEE
1.00 		0 0 0
10340 NORTH 84TH STREET
OMAHA,NE681222216
W DAVID SCOTT TREASURER
1.00 		0 0 0
10340 NORTH 84TH STREET
OMAHA,NE681222216
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
DOLAN MCENIRY INVESTMENT 1,024,275
120 N LASALLE ST 1510
CHICAGO,IL60602
SUZANNE & WALTER SCOTT FOUNDATION SHARED SERVICES 1,000,000
10340 N 84TH ST
OMAHA,NE68122
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,707,155,882
b
Average of monthly cash balances.......................
1b
68,647,273
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,775,803,155
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,775,803,155
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
26,637,047
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,749,166,108
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
87,458,305
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
87,458,305
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
272,852
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
364,739
c
Add lines 2a and 2b............................
2c
637,591
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
86,820,714
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
86,820,714
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
86,820,714
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
101,490,879
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
101,490,879
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 86,820,714
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 30,914,395
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 101,490,879
a Applied to 2021, but not more than line 2a 30,914,395
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 70,576,484
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		16,244,230
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
KAREN DIXON
SANDRA PARKER
AMY SCOTT
W DAVID SCOTT
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALASKA RAPTOR CENTER

1000 RAPTOR WAY
SITKA,AK99835 		  501(C)(3) CAPITAL CAMPAIGN 400,000

DOWNTOWN RIVERFRONT TRUST

10050 REGENCY CIRCLE SUITE 101
OMAHA,NE681143721 		  501(C)(3) CAPITAL CAMPAIGN 19,993,683

LAKE CUNNINGHAM DEVELOPMENT TRUST

10340 N 84TH STREET
OMAHA,NE68122 		  501(C)(3) NEXT GENERATION & CAPITAL CAMPAIGN 1,010,000

NEBRASKA METHODIST HOSPITAL FOUNDATION

8701 WEST DODGE ROAD SUITE 450
OMAHA,NE68114 		  501(C)(3) NEXT GENERATION 15,000

OMAHA DISCOVERY TRUST

10050 REGENCY CIRCLE SUITE 101
OMAHA,NE68114 		  501(C)(3) CAPITAL CAMPAIGN 5,004,276

OMAHA SYMPHONY ASSOCIATION

1905 HARNEY STREET SUITE 400
OMAHA,NE68102 		  501(C)(3) GENERAL OPERATING SUPPORT 500,000

OMAHA ZOO FOUNDATION

3701 SOUTH 10TH STREET
OMAHA,NE68107 		  501(C)(3) CAPITAL CAMPAIGN 10,525,545

SINGER FOUNDATION

10340 N 84TH STREET
OMAHA,NE68122 		  501(C)(3) GENERAL OPERATING SUPPORT 1,000,000

SUZANNE & WALTER SCOTT FOUNDATION

10340 N 84TH STREET
OMAHA,NE68122 		  501(C)(3) OMAHA AWARD & GENERAL OPERATING SUPPORT 40,627,379

THE DURHAM MUSEUM

801 S 10TH STREET
OMAHA,NE68108 		  501(C)(3) CAPITAL CAMPAIGN 100,000

US CHAMBER OF COMMERCE FOUNDATION

1615 H STREET NW
WASHINGTON,DC20062 		  501(C)(3) CAPITAL CAMPAIGN 500,000

RADIUS

PO BOX 4374
OMAHA,NE68104 		  501(C)(3) CAPITAL CAMPAIGN 3,012,528

AIRCRAFT ELECTRONICS ASSOCIATION EDUCATIONAL FOUNDATION

3570 NE RALPH POWELL RD
LEES SUMMIT,MO64064 		  501(C)(3) NEXT GENERATION 10,000

AMERICAN ACADEMY OF DIPLOMACY

1200 18TH ST NW
WASHINGTON,DC200362506 		  501(C)(3) PROGRAM SUPPORT 11,000

BAGS OF FUN

7200 S ALTON WAY A180
CENTENNIAL,CO80112 		  501(C)(3) NEXT GENERATION 10,000

BEST FRIENDS PET ASSISTED THERAPY INC

PO BOX 595
SPRINGFIELD,OH45501 		  501(C)(3) NEXT GENERATION 5,000

BLUE VALLEY EDUCATIONAL FOUNDATION

15020 METCALF
OVERLAND PARK,KS66223 		  501(C)(3) CAPITAL CAMPAIGN 150,000

BREAST CANCER RESEARCH FOUNDATION

28 W 44TH STREET SUITE 609
NEW YORK CITY,NY10036 		  501(C)(3) NEXT GENERATION 5,000

CCA TEXAS FUND

6919 PORTWEST DR STE 100
HOUSTON,TX77024 		  501(C)(3) NEXT GENERATION 5,000

COAST GUARD FOUNDATION INC

394 TAUGWONK RD
STONINGTON,CT063781807 		  501(C)(3) PROGRAM SUPPORT 25,000

COMMUNITY ALLIANCE

4001 LEAVENWORTH STREET
OMAHA,NE681051026 		  501(C)(3) CAPITAL CAMPAIGN 3,012,528

DAVID FOSTER FOUNDATION

PO BOX 1760
SANTA MONICA,CA90406 		  501(C)(3) PROGRAM SUPPORT 4,016,704

EASTERSEALS COLORADO

393 S HARLAN ST SUITE 250
LAKEWOOD,CO80226 		  501(C)(3) NEXT GENERATION 5,000

EMBARC INC

PO BOX 221450
CHICAGO,IL60622 		  501(C)(3) NEXT GENERATION 25,000

FRIENDS OF KEENE MEMORIAL LIBRARY

1030 N BROAD ST
FREMONT,NE680254132 		  501(C)(3) CAPITAL CAMPAIGN 250,000

GRIEF'S JOURNEY

8000 CHICAGO STREET
OMAHA,NE68114 		  501(C)(3) NEXT GENERATION 5,000

IMMACULATE CONCEPTION CHURCH

1315 8TH ST NW
WASHINGTON,DC20001 		  501(C)(3) NEXT GENERATION 5,000

KANSAS CITY ZOO

6800 ZOO DRIVE
KANSAS CITY,MO641321711 		  501(C)(3) NEXT GENERATION 5,000

LINCOLN COMMUNITY FOUNDATION INC

215 CENTENNIAL MALL S STE 100
LINCOLN,NE68508 		  501(C)(3) CAPITAL CAMPAIGN 175,000

MECA TRI-PARK LLC

455 N 10TH STREET
OMAHA,NE681021151 		  501(C)(3) CAPITAL CAMPAIGN 1,199,708

MICHIGAN MARITIME MUSEUM INC

260 DYCKMAN AVE
SOUTH HAVEN,MI490901065 		  501(C)(3) CAPITAL CAMPAIGN 150,000

MIRACLE HILL MINISTRIES INC

490 S PLEASANTBURG DRIVE
GREENVILLE,SC29607 		  501(C)(3) NEXT GENERATION 5,000

NASHVILLE COACHING COALITION

2416 21ST AVENUE SOUTH SUITE 203A
NASHVILLE,TN37212 		  501(C)(3) GENERAL OPERATING SUPPORT 5,000

NEBRASKA PHILANTHROPIC TRUST

10340 N 84TH STREET
OMAHA,NE68122 		  501(C)(3) CAPITAL CAMPAIGN 150,000

NORTHSTAR FOUNDATION

4242 NORTH 49TH AVENUE
OMAHA,NE68104 		  501(C)(3) NEXT GENERATION & CAPITAL CAMPAIGN 35,000

OFFUTT COMMUNITY DEVELOPMENT CORPORATION

12910 PIERCE STREET SUITE 200
OMAHA,NE68144 		  501(C)(3) CAPITAL CAMPAIGN 250,000

OMAHA MULTI-SPORT COMPLEX DBA NEBRASKA MULTISPORT COMPLEX

13808 S F STREET
OMAHA,NE68137 		  501(C)(3) CAPITAL CAMPAIGN 2,000,000

OMAHA PERFORMING ARTS SOCIETY

1200 DOUGLAS STREET
OMAHA,NE68102 		  501(C)(3) PROGRAM SUPPORT 950,000

OMAHA ZOOLOGICAL SOCIETY

3701 SOUTH 10TH STREET
OMAHA,NE68107 		  501(C)(3) PROGRAM SUPPORT 200,000

PEACEHEALTH KETCHIKAN MEDICAL CENTER FOUNDATION

3100 TONGASS AVE
KETCHIKAN,AK999015746 		  501(C)(3) PROGRAM SUPPORT 25,000

SEAL FAMILY FOUNDATION

300 CARLSBAD VILLAGE DR SUITE
108A-361
CARLSBAD,CA920082990 		  501(C)(3) EVENT 90,000

SOUTH TONGASS VOLUNTEER FIRE DEPARTMENT INC

5690 ROOSEVELT DR
KETCHIKAN,AK999019714 		  501(C)(3) CAPITAL CAMPAIGN 100,000

ST MARTINS EPISCOPAL CHURCH

717 SAGE RD
HOUSTON,TX77056 		  501(C)(3) NEXT GENERATION 2,500

ST MARTINS EPISCOPAL PRESCHOOL

717 SAGE RD
HOUSTON,TX77056 		  501(C)(3) NEXT GENERATION 2,500

STRATEGIC AIR COMMAND & AEROSPACE MUSEUM

28210 W PARK HWY
ASHLAND,NE680033525 		  501(C)(3) GENERAL OPERATING SUPPORT 1,150,000

SUNSHINE ACRES CHILDRENS HOME INC

3405 N HIGLEY RD
MESA,AZ85215 		  501(C)(3) NEXT GENERATION 150,000

THE RABBIT HOLE KC

919 E 14TH AVE
NORTH KANSAS CITY,MO64116 		  501(C)(3) CAPITAL CAMPAIGN 500,000

UNIVERSITY OF NOTRE DAME

1251 NORTH EDDY ST SUITE 300
SOUTH BEND,IN46617 		  501(C)(3) NEXT GENERATION 5,000

VISITING NURSE ASSOCIATION

12565 W CENTER ROAD SUITE 100
OMAHA,NE68144 		  501(C)(3) PROGRAM SUPPORT 100,000

WM KECK OBSERVATORY

65-1120 MAMALAHOA HWY
KAMUELA,HI96743 		  501(C)(3) PROGRAM SUPPORT 500,000

YANNEY HERITAGE PARK FOUNDATION

412 W 48TH 12
KEARNEY,NE68845 		  501(C)(3) CAPITAL CAMPAIGN 3,012,528
Total .................................right arrow 3a 100,990,879
bApproved for future payment

CENTRAL COMMUNITY COLLEGE FOUNDATION
201 FOUNDATION PLACE SUITE 200
HASTINGS,NE689014014 		  501(C)(3) SCHOLARSHIPS 1,122,250

CHILDREN'S HOSPITAL & MEDICAL CENTER FOUNDATION
8404 INDIAN HILLS DRIVE SUITE 650
OMAHA,NE681144113 		  501(C)(3) CAPITAL CAMPAIGN 800,000

COMMUNITY ALLIANCE
4001 LEAVENWORTH STREET
OMAHA,NE681051026 		  501(C)(3) CAPITAL CAMPAIGN 2,987,472

HABITAT FOR HUMANITY OF OMAHA
1701 N 24TH STREET
OMAHA,NE68110 		  501(C)(3) CAPITAL CAMPAIGN 1,000,000

NORTHSTAR FOUNDATION
4242 NORTH 49TH AVENUE
OMAHA,NE68104 		  501(C)(3) NEXT GENERATION & CAPITAL CAMPAIGN 750,000

SHARE GOOD
6825 PINE STREET
OMAHA,NE68106 		  501(C)(3) GENERAL OPERATING SUPPORT 75,000

SOUTHEAST COMMUNITY COLLEGE EDUCATIONAL FOUNDATION
301 S 68TH ST PL 204
LINCOLN,NE68510 		  501(C)(3) SCHOLARSHIPS 749,750

STRATEGIC AIR COMMAND & AEROSPACE MUSEUM
28210 W PARK HWY
ASHLAND,NE680033525 		  501(C)(3) GENERAL OPERATING SUPPORT 500,000

WM KECK OBSERVATORY
65-1120 MAMALAHOA HWY
KAMUELA,HI96743 		  501(C)(3) PROGRAM SUPPORT 500,000
Total ................................. right arrow 3b 8,484,472
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 17,311,271  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     18 3,968,879  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -1,634,801  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aGOLDENROD CAPITAL PARTNERS 		523000 2,973,665      
bWALTER SCOTT JR ADMIN TRUST 523000 64,546      
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 3,038,211 19,645,349 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
22,683,560
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
WALTER SCOTT FAMILY FOUNDATION
EIN:
47-1116371
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 38,990 0   0

TY 2022 GeneralExplanationAttachment
Name:
WALTER SCOTT FAMILY FOUNDATION
EIN:
47-1116371
Identifier Return Reference Explanation
  FORM 990-PF, PART VI-A, LINE 11 C75 LAND, LP (EIN 84-3887371) 10340 N 84TH STREET OMAHA, NE 68122 NOT AN EXCESS BUSINESS HOLDING.GOLDENROD DEBT SOLUTIONS FUND, LP (EIN 84-4365588) 10340 N 84TH STREET OMAHA, NE 68122 NOT AN EXCESS BUSINESS HOLDING.JIFFY PROJECTS, LP (EIN 85-1747225) 10340 N 84TH STREET OMAHA, NE 68122 NOT AN EXCESS BUSINESS HOLDING.

TY 2022 InvestmentsCorpBondsSchedule
Name:
WALTER SCOTT FAMILY FOUNDATION
EIN:
47-1116371
Name of Bond End of Year Book Value End of Year Fair Market Value
AECOM 5.125 03/15/2027 8,148,092 7,140,788
ALTRIA GROUP INC 4.800 02/14/2029 6,953,661 6,498,897
AMC NETWORKS INC 4.750 08/01/2025 3,129,720 2,441,880
AMERICAN TOWER CORP 3.500 01/31/2023 1,613,891 1,635,036
AMERICAN TOWER CORP 4.000 06/01/2025 3,826,748 3,662,469
AT T INC 4.100 02/15/2028 5,331,186 4,495,018
BALL CORP 4.875 03/15/2026 3,044,865 2,671,482
BALL CORP 5.250 07/01/2025 782,265 715,539
BOYD GAMING CORP 4.750 12/01/2027 8,578,621 7,774,229
BROADCOM INC SR GLBL NT 26 3.459 09/15/2026 2,953,664 2,899,242
CARLISLE COS INC 3.500 12/01/2024 5,620,864 5,557,306
CDW LLC CDW FINANCE 4.125 05/01/2025 1,269,183 1,215,792
CDW LLC CDW FINANCE 4.250 04/01/2028 6,684,317 6,105,469
CROWN AMER CAP CORP V 4.250 09/30/2026 3,145,973 2,834,040
DISCOVERY COMMUNICATIONS 3.950 03/20/2028 5,772,743 4,633,220
DOLLAR TREE INC 4.000 05/15/2025 2,640,401 2,450,438
DOLLAR TREE INC 4.200 05/15/2028 3,239,843 2,824,426
ENCOMPASS HEALTH CORP 4.500 02/01/2028 8,557,377 7,495,208
GLOBAL PAYMENTS INC 2.650 02/15/2025 6,378,361 5,856,729
HCA INC 5.375 09/01/2026 658,889 590,361
HCA INC 5.625 09/01/2028 7,935,034 6,859,883
KRAFT HEINZ FOODS CO 3.875 05/15/2027 7,297,651 6,554,999
LAMAR MEDIA CORP 3.750 02/15/2028 8,105,633 7,188,628
MICROCHIP TECHNOLOGY INC 4.250 09/01/2025 7,509,187 7,009,714
MOLSON COORS BREWING CO 3.000 07/15/2026 6,727,605 5,964,577
MOTOROLA SOLUTIONS INC 4.000 09/01/2024 385,820 374,929
MOTOROLA SOLUTIONS INC 4.600 02/23/2028 977,064 859,104
ORACLE CORP 2.300 03/25/2028 6,767,884 6,052,796
QORVO INC 4.375 10/15/2029 7,512,148 6,213,554
QVC INC 4.450 02/15/2025 2,178,102 1,826,768
QVC INC 4.850 04/01/2024 4,536,955 4,163,425
REYNOLDS AMERICAN INC 4.850 09/15/2023 2,915,172 2,888,660
SBA COMMUNICATIONS CORP SER 144A 3.125 02/01/2029 7,031,822 6,400,810
SERVICE CORP INTL 4.625 12/15/2027 2,908,356 2,672,317
SERVICE CORP INTL 5.125 06/01/2029 5,021,063 4,393,266
SILGAN HOLDINGS INC 4.125 02/01/2028 8,659,049 7,814,827
TEGNA INC 4.625 03/15/2028 8,447,069 7,889,158
TELEFLEX INC SER 144A 4.250 06/01/2028 3,360,573 2,987,791
TRINITY ACQUISITION PLC 4.625 08/15/2023 2,404,519 2,364,331
U S TREASURY NOTE 0.750 03/31/2026 2,231,678 2,022,030
U S TREASURY NOTE 1.750 09/30/2022 333,440 0
UNITED RENTALS NORTH AM 5.500 05/15/2027 4,003,859 3,805,656
WABTEC 4.700 09/15/2028 7,048,217 6,332,490
WESCO DISTR INC SR 144A SER 144A 7.125 06/15/2025 3,547,878 3,501,260
WESTERN DIGITAL CORP 4.750 02/15/2026 6,533,204 6,204,993
ZIMMER BIOMET HOLDINGS INC SR GLBL NT 26 3.050 01/15/2026 5,135,664 4,537,139
ALLEGION US HOLDING CO 3.200 10/01/2024 1,692,926 1,606,884
ALTRIA GROUP INC 4.400 02/14/2026 1,926,547 1,827,718
AMC NETWORKS INC 4.750 08/01/2025 834,829 630,040
AMERICAN TOWER CORP 4.000 06/01/2025 2,449,220 2,270,166
BALL CORP 4.000 11/15/2023 2,836,379 2,730,614
BROADCOM CRP CAYMN FI 3.625 01/15/2024 2,329,149 2,232,075
CARLISLE COS INC 3.500 12/01/2024 750,863 707,346
CARRIER GLOBAL CORPORATION 2.242 02/15/2025 2,491,195 2,289,856
CDW LLC CDW FINANCE 5.500 12/01/2024 2,775,918 2,649,841
CONAGRA BRANDS INC 4.300 05/01/2024 2,359,358 2,225,921
CROWN AMER CAP CORP V 4.250 09/30/2026 905,709 822,940
CROWN AMER CAP CORP VI 4.750 02/01/2026 2,120,243 2,032,751
DISCOVERY COMMUNICATIONS 3.800 03/13/2024 2,528,280 2,399,045
DOLLAR TREE INC 4.000 05/15/2025 1,373,930 1,275,009
FISERV INC 2.750 07/01/2024 2,858,099 2,686,502
FORTUNE BRANDS HOME SE 4.000 09/21/2023 2,531,082 2,460,233
HCA INC 5.375 09/01/2026 2,920,009 2,656,132
HILLENBRAND INC SR NT 5.750 06/15/2025 2,904,636 2,850,675
KLA TENCOR CORP 4.650 11/01/2024 2,731,624 2,565,204
KRAFT HEINZ FOODS CO 3.000 06/01/2026 2,469,086 2,226,316
MICROCHIP TECHNOLOGY INC 4.250 09/01/2025 3,022,135 2,834,561
MOTOROLA SOLUTIONS INC 4.000 09/01/2024 2,524,127 2,372,261
ORACLE CORP 3.400 07/08/2024 2,423,391 2,287,759
PRICELINE GROUP INC THE 2.750 03/15/2023 2,824,343 2,803,845
REYNOLDS AMERICAN INC 4.850 09/15/2023 2,288,998 2,222,123
SBA COMMUNICATIONS CORP 3.875 02/15/2027 2,978,068 2,635,539
SPECTRUM BRANDS INC 5.750 07/15/2025 2,955,272 2,906,719
STEEL DYNAMICS INC SR NT 2.400 06/15/2025 2,403,433 2,188,545
TOTAL SYSTEM SERVICES IN 3.750 06/01/2023 2,830,261 2,780,177
TRIMBLE NAVIGATION LTD 4.750 12/01/2024 2,407,535 2,243,940
TRINITY ACQUISITION PLC 4.625 08/15/2023 971,785 944,937
U S TREASURY NOTE 0.750 03/31/2026 844,793 765,432
UNITED RENTALS NORTH AM 5.500 05/15/2027 1,877,469 1,824,346
WABTEC 4.150 03/15/2024 2,455,081 2,334,320
WILLIS NORTH AMERICA INC 3.600 05/15/2024 1,466,424 1,380,304
AMERICAN TOWER CORP SR GLBL NT 3.375% DUE 10/15/2026 1,302,888 1,127,562
AT&T INC SR GLB 3.80% DUE 02/15/2027 1,770,974 1,517,385
BLOCK FINL LLC 2.500 07/15/2028 1,322,249 1,152,614
BLOOMIN BRANDS INC OSI RESTA SER 144A 5.125 04/15/2029 7,051,601 5,960,876
BROADCOM CAYMAN SR GLBL NT 3.875% DUE 01/15/2027 4,784,717 4,762,556
CDW LLC CDW FIN CORP SR GLBL NT 3.25% DUE 02/15/2029 409,179 345,786
DAVITA INC SR SER 144A 4.625 06/01/2030 6,807,525 6,787,780
DISCOVERY COMMUNICATIONS LLC SR NT 3.80% DUE 03/13/2024 889,961 874,245
L BRANDS INC 7.500 06/15/2029 2,161,099 2,123,467
MOTOROLA SOLUTIONS INC 4.600 05/23/2029 1,413,506 1,404,753
NEWELL BRANDS INC 6.625 09/15/2029 848,020 861,850
NEWELL BRANDS INC NT 6.375 09/15/2027 2,503,194 2,472,318
OLIN CORP 5.625 08/01/2029 5,296,253 5,506,200
REYNOLDS AMERICAN INC SR GLBL NT 4.45% DUE 06/12/2025 3,447,028 3,374,997
SCOTTS MIRACLE GRO CO SR GLBL 4.50% DUE 10/15/2029 8,058,120 6,623,370
SPECTRUM BRANDS INC SR GLBL NT 5.75% DUE 07/15/2025 3,904,475 3,819,271
TELEFLEX INCORPORATED SR GLBL NT 4.625% DUE 11/15/2027 5,146,503 4,690,156
TEMPUR SEALY INTL SER 144A 4.000 04/15/2029 698,368 687,251
TOTAL SYSTEM SERVICES IN 4.800 04/01/2026 740,631 720,013
TRANSDIGM INC 5.500 11/15/2027 5,344,079 5,353,524
TREEHOUSE FOODS INC SR GLBL NT 4.00% DUE 09/01/2028 3,669,856 3,367,700
WILLIS NORTH AMER INC SR GLBL 3.60% DUE 05/15/2024 2,253,307 2,222,688
WILLIS NORTH AMERICA INC 4.500 09/15/2028 2,135,351 1,929,789
BECTON DICKINSON AND CO 3.363 06/06/2024 689,204 678,177
EXPEDIA INC 5.000 02/15/2026 2,375,899 2,336,742
NEWELL BRANDS INC NT 6.375 09/15/2027 1,395,558 1,377,590
OLIN CORP 5.125 09/15/2027 1,690,889 1,735,965
QVC INC 4.450 02/15/2025 3,130,478 2,762,190
SALLY HOLDINGS SALLY CAP 5.625 12/01/2025 2,932,808 2,785,864
SCOTTS MIRACLE GRO CO 5.250 12/15/2026 614,296 633,443
SERVICE CORP INTL 4.625 12/15/2027 2,931,000 2,737,701
TRANSDIGM INC 6.375 06/15/2026 2,910,130 2,949,042
WESCO DISTR INC SR 144A SER 144A 7.125 06/15/2025 2,579,189 2,556,588
WESTERN DIGITAL CORP 4.750 02/15/2026 2,422,924 2,277,079

TY 2022 InvestmentsCorpStockSchedule
Name:
WALTER SCOTT FAMILY FOUNDATION
EIN:
47-1116371
Name of Stock End of Year Book Value End of Year Fair Market Value
BERKSHIRE HATHAWAY ENERGY CO 27,169,646 776,523,840
BERKSHIRE HATHAWAY INC CL B 88,515,547 295,271,641
TETRAD CORPORATION CLASS B 13,865,810 14,083,650

TY 2022 InvestmentsOtherSchedule2
Name:
WALTER SCOTT FAMILY FOUNDATION
EIN:
47-1116371
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PARTNERSHIP INVESTMENT AT COST 49,518,602 123,131,537

TY 2022 OtherAssetsSchedule
Name:
WALTER SCOTT FAMILY FOUNDATION
EIN:
47-1116371
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INTEREST RECEIVABLE 1,850,656    


TY 2022 OtherIncomeSchedule2
Name:
WALTER SCOTT FAMILY FOUNDATION
EIN:
47-1116371
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 3,968,879 3,968,879 3,968,879
GOLDENROD CAPITAL PARTNERS 2,973,665   2,973,665
WALTER SCOTT JR ADMIN TRUST 64,546   64,546


TY 2022 OtherProfessionalFeesSchedule
Name:
WALTER SCOTT FAMILY FOUNDATION
EIN:
47-1116371
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 2,150,506 1,650,506   500,000


TY 2022 TaxesSchedule
Name:
WALTER SCOTT FAMILY FOUNDATION
EIN:
47-1116371
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 829,255 0   0