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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
MUTUAL OF OMAHA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)MUTUAL OF OMAHA PLAZA
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OMAHA, NE68175
A Employer identification number

20-2176636
B Telephone number (see instructions)

(866) 663-8665
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$113,063,412J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 105,189 105,189  
4 Dividends and interest from securities... 752,972 752,972  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
2,464,223
b Gross sales price for all assets on line 6a 54,512,431
7 Capital gain net income (from Part IV, line 2)... 4,407,061
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
134,060 450,219 0
12 Total. Add lines 1 through 11........ 3,456,444 5,715,441 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
389,890 389,890 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
42,525 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
242 242 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 432,657 390,132 0 0
25 Contributions, gifts, grants paid....... 5,613,717 5,613,717
26 Total expenses and disbursements. Add lines 24 and 25 6,046,374 390,132 0 5,613,717
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,589,930
b Net investment income (if negative, enter -0-) 5,325,309
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 5,945,126 5,610,290 5,610,290
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 10,306,440 Click to see attachment
List of Attached Documents:
// Content
10,444,805 		10,444,805
b Investments—corporate stock (attach schedule)....... 3,401,216 Click to see attachment
List of Attached Documents:
// Content
2,268,658 		2,268,658
c Investments—corporate bonds (attach schedule)....... 0   0
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 86,990,451 Click to see attachment
List of Attached Documents:
// Content
94,639,347 		94,639,347
14 Land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
48,466 		Click to see attachment
List of Attached Documents:
// Content
100,312 		Click to see attachment
List of Attached Documents:
// Content
100,312
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 106,691,699 113,063,412 113,063,412
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
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........... 106,691,699 113,063,412
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 106,691,699 113,063,412
30 Total liabilities and net assets/fund balances (see instructions). 106,691,699 113,063,412
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
106,691,699
2
Enter amount from Part I, line 27a .....................
2
-2,589,930
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,961,643
4
Add lines 1, 2, and 3 ..........................
4
113,063,412
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
113,063,412
Form 990-PF (2024)
Form 990-PF (2024)
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 Consolidated-23 funds P    
b Broad Run - HS Mgmt P    
c First Principles/Breck. Treas P    
d Arrowstreet ACWI Ex US Alpha Extension Trusty U P    
e ARROWSTREET EMERGING MARKET TRUST FUND P    
Center Rock Capital Partners Fund I P    
Davidson Kempner Institutional Partners, LP P    
Dover Street X P    
ENR Partners II,LP P    
Independent Franchise Partners Global Equity, LP P    
Level Equity Opportunities Fund 2018, LP P    
Linden Capital Partners V-A, LP P    
PEAK ROCK CAPITAL FUND II LP P    
SIRIS Partners IV, LP P    
Stepstone VC Global Partners IV-B P    
TRUEBRIDGE Capital Partners Fund V, LP P    
TRUEBRIDGE Capital Partners Fund VI, LP P    
TRUEBRIDGE CAPITAL PARTNERS FUND VII, L.P. P    
TRUEBRIDGE CAPITAL PARTNERS FUND VIII, L.P. P    
US Research Equity Extended Fund, L.P. P    
SENTINEL JUNIOR CAPITAL II, LP P    
CA Resources Fund L.P. P    
RUBICON FUND II SELLER LP P    
RUBICON FUND II SELLER DISTRIB IN EXCESS OF BASIS P    
(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 2,274,888     2,274,888
b 421,809     421,809
c     232,474 -232,474
d 91,395     91,395
e 41,268     41,268
160,417     160,417
30,006     30,006
15,241     15,241
    300 -300
239,796     239,796
280     280
59     59
146,045     146,045
78,436     78,436
12,756     12,756
81,501     81,501
7,150     7,150
5,254     5,254
249     249
756,306     756,306
1,170     1,170
    16 -16
182,665     182,665
93,160     93,160
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     0 2,274,888
b     0 421,809
c     0 -232,474
d     0 91,395
e     0 41,268
    0 160,417
    0 30,006
    0 15,241
    0 -300
    0 239,796
    0 280
    0 59
    0 146,045
    0 78,436
    0 12,756
    0 81,501
    0 7,150
    0 5,254
    0 249
    0 756,306
    0 1,170
    0 -16
    0 182,665
    0 93,160
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 4,407,061
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  
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 74,022
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-) Click to see attachment
List of Attached Documents:
// Content
2 0
3 Add lines 1 and 2........................... 3 74,022
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 74,022
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 67,786
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 67,786
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 634
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 6,870
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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 2024 or the taxable year beginning in 2024? 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
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
 
No
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 arrowWWW.MUTUALOFOMAHAFOUNDATION.ORG
14
The books are in care ofright arrowCORPORATE TAX Telephone no.right arrow (402) 351-8944

Located atright arrowMUTUAL OF OMAHA PLAZAOMAHANE ZIP+4right arrow68175
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 2024, 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
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
GAIL GRAEVE PRESIDENT/SECRETARY/DIRECTOR
20.00 		0 0 0
MUTUAL OF OMAHA PLAZA
OMAHA,NE68175
Nancy Crawford Vice President/DIRECTOR
0.50 		0 0 0
MUTUAL OF OMAHA PLAZA
OMAHA,NE68175
Richard R Hrabchak Director
0.50 		0 0 0
MUTUAL OF OMAHA PLAZA
OMAHA,NE68175
Michael Lechtenberger Director
0.50 		0 0 0
MUTUAL OF OMAHA PLAZA
OMAHA,NE68175
Juan Prieto Munoz Director
0.50 		0 0 0
MUTUAL OF OMAHA PLAZA
OMAHA,NE68175
Kathleen Tibke (EFF 124) Treasurer/DIRECTOR
0.50 		0 0 0
MUTUAL OF OMAHA PLAZA
OMAHA,NE68175
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
 
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
CAMBRIDGE ASSOCIATES INVESTMENT MGMT 315,765
125 HIGH STREET
BOSTON,MA021102112
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 (2024)
Form 990-PF (2024)
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
108,646,782
b
Average of monthly cash balances.......................
1b
3,470,533
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
112,117,315
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
 
3
Subtract line 2 from line 1d.........................
3
112,117,315
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,681,760
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
110,435,555
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,521,778
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
5,521,778
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
74,022
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
74,022
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,447,756
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
5,447,756
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
5,447,756
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
5,613,717
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
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
5,613,717
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 5,447,756
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 31,960
b From 2020...... 0
c From 2021...... 332,361
d From 2022...... 646,525
e From 2023...... 482,100
f Total of lines 3a through e ........ 1,492,946
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,613,717
a Applied to 2023, but not more than line 2a 0
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 2024 distributable amount..... 5,447,756
e Remaining amount distributed out of corpus 165,961
5 Excess distributions carryover applied to 2024.   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 1,658,907
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		31,960
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,626,947
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 332,361
c Excess from 2022.... 646,525
d Excess from 2023.... 482,100
e Excess from 2024.... 165,961
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

100 Black Men of Omaha

2221 North 24th Street
Omaha,NE68110 		N/A PC General Operating Support 15,000

AIM Institute

1905 Harney St Ste 700
Omaha,NE68102 		N/A PC Project Support 2,500

Angels Among Us

220 North 89th Street Suite 101
Omaha,NE68114 		N/A PC General Operating Support 10,000

At Ease USA

10605 Burt Circle
Omaha,NE68114 		N/A PC General Operating Support 10,000

Autism Action Partnership

10909 Mill Valley Rd Suite 205
Omaha,NE68154 		N/A PC General Operating Support 10,000

Banisters Leadership Academy

PO BOX 4002
Omaha,NE68104 		N/A PC General Operating Support 7,500

Big Brothers Big Sisters Of The Midlands

1209 Harney Street Suite 110
Omaha,NE68102 		N/A PC General Operating Support 35,000

Black Men United

4200 N 30th St
Omaha,NE68111 		N/A PC Project Support 10,000

Board of Regents of the University of Nebraska

3835 Holdrege St
Lincoln,NE68503 		N/A PC Project Support 25,000

Boy Scouts Of America Mid-America Council

12401 W Maple Rd
Omaha,NE68164 		N/A PC General Operating Support 20,000

Boys & Girls Clubs of the Midlands

2610 Hamilton St
Omaha,NE68131 		N/A PC General Operating Support 60,000

Carole's House of Hope

7815 Harney St
Omaha,NE68114 		N/A PC General Operating Support 20,000

CASA for Douglas County

2412 St Marys Avenue
Omaha,NE68105 		N/A PC General Operating Support 50,000

Catholic Charities of Omaha

9223 Bedford Ave
Omaha,NE68134 		N/A PC Project Support 15,000

Catholic Council for Social Concern Inc

601 Grand Ave
Des Moines,IA50309 		N/A PC Project Support 10,000

Charles Drew Health Center Inc

2915 Grant St
Omaha,NE68111 		N/A PC Project Support 65,000

CHI Health FoundationAlegent Health Foundation

12809 West Dodge Road
Omaha,NE68154 		N/A PC Project Support 50,000

Child Saving Institute Inc

4545 Dodge Street
Omaha,NE68132 		N/A PC General Operating Support 40,000

Children's Hospital & Medical Center Foundation

8404 Indian Hills Drive Ste 650
Omaha,NE68114 		N/A PC Project Support 35,000

Christian Home Association Childrens Square U S A

520 North 7th Street
Council Bluffs,IA51503 		N/A PC Project Support 15,000

City of Omaha Public Library Foundation

8790 F Street Ste 108
Omaha,NE68127 		N/A PC Project Support 10,000

City Sprouts Inc

PO Box 31593
Omaha,NE68131 		N/A PC General Operating Support 10,000

Collective For Youth

105 N 31st Ave
Omaha,NE68131 		N/A PC General Operating Support 10,000

College Possible

755 Prior Ave N Suite 210
Saint Paul,MN55104 		N/A PC General Operating Support 25,000

Community Alliance Rehabilitation Services

7150 Arbor Street
Omaha,NE68106 		N/A PC Project Support 25,000

Community Foundation for Western Iowa

536 E Broadway
Council Bluffs,IA51503 		N/A PC Project Support 25,000

Completely KIDS

2566 St Marys Ave
Omaha,NE68105 		N/A PC General Operating Support 40,000

COPE Elkhorn

PO Box 177
Elkhorn,NE68022 		N/A PC Project Support 25,000

COPE Elkhorn

PO Box 177
Elkhorn,NE68022 		N/A PC General Operating Support 15,000

Council Bluffs Schools Foundation

300 W Broadway Suite 212
Council Bluffs,IA51503 		N/A PC Project Support 35,000

Creighton University

2500 California Plz
Omaha,NE68154 		N/A PC Capital Campaign Support 250,000

Economic Empowerment Center

4706 S 24th St
Omaha,NE68107 		N/A PC General Operating Support 25,000

Employee Financial Assistance Fund

3300 Mutual of Omaha Plaza
Omaha,NE68175 		N/A PC Matching Gifts 127,476

Equal Play - Inspiring Confidence for Girls

117 N 32nd Ave Ste 202
Omaha,NE68131 		N/A PC Matching Gifts 5,000

Family Housing Advisory Services

2401 Lake St
Omaha,NE68111 		N/A PC General Operating Support 35,000

Father Flanagan's Boys' Home aka Boys Town

14100 Crawford St - Mod 1
BoysTown,NE68010 		N/A PC Project Support 25,000

Financial Hope Collaborative

122 S 39th St
Omaha,NE68131 		N/A PC General Operating Support 40,000

Food Bank for the Heartland

10525 J Street
Omaha,NE68127 		N/A PC General Operating Support 150,000

Food Bank for the Heartland

10525 J Street
Omaha,NE68127 		N/A PC Capital Campaign Support 250,000

Girl Scouts Spirit of Nebraska

8601 W Dodge Rd
Omaha,NE68114 		N/A PC Project Support 20,000

Girls Inc of Omaha

2811 N 45th St
Omaha,NE68104 		N/A PC General Operating Support 50,000

Goodwill Omaha

4805 North 72nd Street
Omaha,NE68134 		N/A PC Project Support 25,000

Habitat for Humanity of Council Bluffs

1228 South Main St
Council Bluffs,IA51503 		N/A PC General Operating Support 20,000

Habitat for Humanity of Omaha

1229 Millwork Ave Suite 301
Omaha,NE68102 		N/A PC General Operating Support 50,000

Harbor House dba Hospice House

12809 W Dodge Rd
Omaha,NE68154 		N/A PC General Operating Support 10,000

Heart Ministry Center

2222 Binney St
Omaha,NE68110 		N/A PC General Operating Support 60,000

Heartland Equine Therapeutic Riding Academy Inc

10130 S 222nd Street
Gretna,NE68028 		N/A PC General Operating Support 10,000

Heartland Family Service (HFS)

2101 S 42 St
Omaha,NE68105 		N/A PC General Operating Support 75,000

Heartland Hope Mission

2021 U Street
Omaha,NE681073666 		N/A PC General Operating Support 35,000

Heartland Workers Center

4923 S 24th St
Omaha,NE68107 		N/A PC Project Support 15,000

Ho-Chunk Development Corporation

509 Hochunk Plaza N
Winnebago,NE51104 		N/A PC General Operating Support 25,000

Holy Name Housing Corporation

4324 Fort St
Omaha,NE68111 		N/A PC General Operating Support 20,000

Hope Center for Kids Inc

2200 N 20th St
Omaha,NE68110 		N/A PC Project Support 30,000

Inclusive Communities

1941 S 42nd Street Suite 380
Omaha,NE68105 		N/A PC General Operating Support 15,000

inCOMMON Community Development

1340 Park Ave
Omaha,NE68105 		N/A PC General Operating Support 15,000

Intercultural Senior Center

5545 Center Street
Omaha,NE68106 		N/A PC General Operating Support 40,000

International Council for Refugees and Immigrants Inc

6901 Dodge St Ste 104
Omaha,NE68132 		N/A PC General Operating Support 25,000

Iowa Jag Inc

1111 9th St
Des Moines,IA50314 		N/A PC Project Support 10,000

Iowa Legal Aid

666 Walnut St Floor 25
Des Moines,IA50309 		N/A PC Project Support 20,000

Justice For Our Neighbors - Nebraska dba CIRA

4223 Center St
Omaha,NE68105 		N/A PC General Operating Support 60,000

Keep America Beautiful Inc

1010 Washington Blvd 3rd floor
stamford,CT06901 		N/A PC Project Support 25,000

Kids Can Community Center

4768 Q St
Omaha,NE68117 		N/A PC General Operating Support 40,000

Latino Center of the Midlands

4821 S 24th Street
Omaha,NE68107 		N/A PC General Operating Support 40,000

Latino Center of the Midlands

4821 S 24th Street
Omaha,NE68107 		N/A PC Capital Campaign Support 250,000

Lauritzen Gardens Omaha's Botanical Center

100 Bancroft Street
Omaha,NE68108 		N/A PC General Operating Support 15,000

Lauritzen Gardens Omaha's Botanical Center

100 Bancroft Street
Omaha,NE68108 		N/A PC Capital Campaign Support 250,000

Legal Aid of Nebraska

209 South 19th St Ste 200
Omaha,NE68102 		N/A PC General Operating Support 40,000

Lutheran Family Services of Nebraska Inc

7929 West Center Rd
Omaha,NE68124 		N/A PC General Operating Support 75,000

Magdalene Omaha Inc

930 S 48th Street
Omaha,NE68106 		N/A PC General Operating Support 20,000

Mentor Nebraska

1111 N 13th street Suite 126
Omaha,NE68102 		N/A PC General Operating Support 10,000

Mercy Housing Midwest

1600 Broadway Suite 2000
denver,CO80202 		N/A PC Project Support 25,000

Methodist Hospital Foundation

8701 West Dodge Road Suite 450
Omaha,NE68114 		N/A PC Project Support 50,000

Methodist Jennie Edmundson Hospital Foundation

933 E Pierce St
Council Bluffs,IA515034626 		N/A PC Project Support 15,000

Metro Area Continuum of Care for the Homeless

6001 Dodge St Ste 117
Omaha,NE68182 		N/A PC Project Support 35,000

Metropolitan Community College Foundation

PO Box 3777
Omaha,NE68103 		N/A PC Project Support 25,000

MICAH House

1415 Avenue J
Council Bluffs,IA51501 		N/A PC General Operating Support 50,000

Midlands Latino Community Development Corporation

923 S 24th St
Omaha,NE68107 		N/A PC Project Support 10,000

National Park Foundation

1500 K Street Suite 700 Nw
Washington,DC20005 		N/A PC Project Support 100,000

Nebraska 4-H Foundation

PO Box 4500
Lincoln,NE68504 		N/A PC Project Support 7,500

Nebraska AIDS Project

6220 Maple Street
Omaha,NE68104 		N/A PC General Operating Support 10,000

Nebraska Appleseed

PO Box 83613
Lincoln,NE68500 		N/A PC General Operating Support 25,000

Nebraska Center for Workforce Development and Education

6001 Grover St Ste 2
Omaha,NE68106 		N/A PC Project Support 10,000

Nebraska Children and Families Foundation

215 Centennial Mall S Ste 200
Lincoln,NE68508 		N/A PC Project Support 30,000

Nebraska Children's Home Society (NCHS)

4939 S 118th St
Omaha,NE68137 		N/A PC General Operating Support 25,000

Nebraska Coalition to End Sexual and Domestic Violence

245 S 84th St Ste 200
Lincoln,NE68510 		N/A PC General Operating Support 10,000

Nebraska Diaper Bank

9100 F St Suite 100
Omaha,NE68127 		N/A PC General Operating Support 5,000

Nebraska Youth Justice Initiative dba RADIUS

5040 Grand Ave
Omaha,NE68104 		N/A PC General Operating Support 10,000

Neola Betterment Corporation

PO Box 143
neola,IA51559 		N/A PC General Operating Support 5,000

New Visions Homeless Services

1435 N 15th St
Council Bluffs,IA51501 		N/A PC General Operating Support 30,000

No More Empty Pots

8511 North 30th Street
Omaha,NE68112 		N/A PC General Operating Support 30,000

NorthStar Foundation

4242 N 49th Ave
Omaha,NE68104 		N/A PC General Operating Support 25,000

Offutt Advisory Council

PO Box 13229
Offutt AFB,NE68113 		N/A PC Project Support 10,000

Omaha Community Foundation

1120 S 101st Street Suite 320
Omaha,NE68124 		N/A PC Project Support 75,000

Omaha Home For Boys

4343 N 52nd St
Omaha,NE68104 		N/A PC Project Support 25,000

Omaha Municipal Land Bank

1905 Harney St 224
Omaha,NE68102 		N/A PC General Operating Support 25,000

Omaha Performing Arts

1200 Douglas
Omaha,NE68102 		N/A PC Capital Campaign Support 250,000

One Tree Planted

145 Pine Haven Shores Road 1000D
Shelburne,VT05482 		N/A PC Project Support 100,000

OneWorld

4920 South 30th Street 103
Omaha,NE68107 		N/A PC General Operating Support 65,000

Outlook Enrichment

4125 S 72nd St
Omaha,NE68127 		N/A PC Project Support 10,000

Partnership 4 Kids

1004 Farnam Street Suite 200
Omaha,NE68102 		N/A PC General Operating Support 35,000

Project Harmony Child Advocacy Center

11949 Q St
Omaha,NE68137 		N/A PC General Operating Support 60,000

Project Houseworks

2316 South 24th Street
Omaha,NE68108 		N/A PC General Operating Support 20,000

Project Houseworks

2316 South 24th Street
Omaha,NE68108 		N/A PC Capital Campaign Support 100,000

Rabble Mill

1111 N 13th St Suite 407
Omaha,NE68102 		N/A PC General Operating Support 2,500

Refugee Women Rising

3902 Davenport Street
Omaha,NE68131 		N/A PC General Operating Support 10,000

Restoring Dignity

3260 Davenport St
Omaha,NE68131 		N/A PC General Operating Support 10,000

RISE Academy (formerly Defy Nebraska)

3555 Farnam St Suite 222
Omaha,NE68131 		N/A PC General Operating Support 25,000

Ronald McDonald House Charities in Omaha Inc

620 S 38th Ave
Omaha,NE68105 		N/A PC General Operating Support 25,000

Santa Monica Inc

401 S 39th St
Omaha,NE68131 		N/A PC General Operating Support 20,000

Saving Grace Perishable Food Rescue Inc

4611 S 96th St Ste 154
Omaha,NE68127 		N/A PC General Operating Support 30,000

Seventy-Five North Revitalization Corporation

2112 N 30th St Ste 200
Omaha,NE68111 		N/A PC General Operating Support 25,000

SHARE Omaha

PO Box 3752
Omaha,NE681030752 		N/A PC General Operating Support 25,000

Siena Francis House

1401 N 18th St
Omaha,NE68102 		N/A PC General Operating Support 75,000

Southside Redevelopment Corporation

2411 O St Ste 1
Omaha,NE68107 		N/A PC General Operating Support 25,000

Special Olympics Nebraska

9427 F St
Omaha,NE68127 		N/A PC Project Support 10,000

St Augustine Indian Mission School

705 South Mission Drive PO Box 766
Winnebago,NE68071 		N/A PC General Operating Support 30,000

Stephen Center Inc

2723 Q Street
Omaha,NE68137 		N/A PC General Operating Support 50,000

TeamMates Mentoring Program

121 South 13th Street Suite 300
lincoln,NE68508 		N/A PC General Operating Support 25,000

The American Red Cross

431 18th St NW
Washington,DC20006 		N/A PC Project Support 150,000

The American Red Cross

431 18th St NW
Washington,DC20006 		N/A PC General Operating Support 25,000

The Big Garden

5602 Read St
Omaha,NE68152 		N/A PC Project Support 15,000

The Blackbaud Giving Fund

65 Fairchild Street
Daniel Island,SC29492 		N/A PC Matching Gifts 121,241

The Collective for Hope (formerly Grief's Journey)

8000 Chicago Street
Omaha,NE68114 		N/A PC General Operating Support 25,000

The Collective for Hope (formerly Grief's Journey)

8000 Chicago Street
Omaha,NE68114 		N/A PC Capital Campaign Support 100,000

The Furniture Project Omaha (TFP)

10808 J Street
Omaha,NE68137 		N/A PC General Operating Support 15,000

The Salvation Army - Omaha

5550 Prairie Stone Parkway
Hoffman Estates,IL60192 		N/A PC Project Support 100,000

The Simple Foundation

3157 Farnam Street Suite 7104
Omaha,NE68131 		N/A PC General Operating Support 10,000

The Wellbeing Partners

6001 Dodge Street
Omaha,NE68182 		N/A PC General Operating Support 10,000

Together Inc of Metropolitan Omaha

812 S 24th Street
Omaha,NE68108 		N/A PC General Operating Support 70,000

University of Nebraska Foundation

1010 Lincoln Mall Suite 300
Lincoln,NE68508 		N/A PC Project Support 10,000

Urban League of Nebraska

3040 Lake Street
Omaha,NE68111 		N/A PC General Operating Support 30,000

Visiting Nurse Association

12565 W Center Rd
Omaha,NE68144 		N/A PC General Operating Support 50,000

Women's Center for Advancement

3801 Harney St
Omaha,NE68131 		N/A PC General Operating Support 75,000

YMCA of Greater Omaha

430 South 20th
Omaha,NE68102 		N/A PC General Operating Support 20,000

Youth Care & Beyond Inc

15418 Weir Street Suite 317
Omaha,NE68137 		N/A PC General Operating Support 10,000

Youth Emergency Services

2566 Farnam Street
Omaha,NE68131 		N/A PC General Operating Support 45,000

YouTurn

4344 N 34th Ave
Omaha,NE68111 		N/A PC General Operating Support 10,000
Total .................................right arrow 3a 5,613,717
bApproved for future payment

Lauritzen Gardens Omaha's Botanical Center
100 Bancroft Street
omaha,NE68108 		N/A PC Capital Campaign Support 250,000
Total ................................. right arrow 3b 250,000
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 105,189  
4 Dividends and interest from securities ....     14 752,972  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,464,223  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINCOME FROM PARTNERSHIPS 		    1 134,060  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,456,444 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,456,444
(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 (2024)
Form 990-PF (2024)
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.
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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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1


Form 990PF - Special Condition Description:
Special Condition Description

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 GainLossSaleOtherAssetsSch
Name:
MUTUAL OF OMAHA FOUNDATION
EIN:
20-2176636
Software ID:
24020961
Software Version:
2024v5.1
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
MARKETABLE SECURITIES   P     54,512,431 52,048,208     2,464,223  

TY 2024 GeneralExplanationAttachment
Name:
MUTUAL OF OMAHA FOUNDATION
EIN:
20-2176636
Software ID:
24020961
Software Version:
2024v5.1
Identifier Return Reference Explanation
GENERAL EXPLANATION ATTACHMENT Form 990-PF, Part XIV, Line 2d THE FOUNDATION REQUIRES A GRANT AGREEMENT WHICH I.) SPECIFIES THE RESPECTIVE RESPONSIBILITIES OF THE FOUNDATION AND THE RECIPIENT; II.) OBLIGATES THE RECIPIENT TO USE THE GRANT FUNDS ONLY FOR THE PURPOSES FOR WHICH THE GRANT WAS MADE; III.) INDICATES HOW AND WHEN ANY GRANT REPORTS REGARDING THE USE OF THE GRANT FUNDS SHOULD BE PROVIDED; AND IV.) ACKNOWLEDGES THE AUTHORITY OF MUTUAL OF OMAHA FOUNDATION TO WITHHOLD AND/OR RECOVER GRANT FUNDS IN CASE SUCH FUNDS ARE, OR APPEAR TO BE, MISUSED. THE FOUNDATION PROVIDES GRANTS TO ORGANIZATIONS WHICH ARE EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) AND MAY ALSO USE ITS FUNDS TO ENGAGE DIRECTLY IN SECTION 501(C)(3) EXEMPT ACTIVITIES. THE FOUNDATION'S MISSION IS TO BREAK THE CYCLE OF POVERTY FOR FAMILIES IN THE OMAHA METROPOLITAN AREA AND INVEST IN CIVIC PROJECTS THAT STRENGTHEN THE COMMUNITY. THE FOUNDATION'S FOCUS IS IN THE FOLLOWING AREAS: . BASIC NEEDS: HOMELESS PREVENTION, AFFORDABLE HOUSING, COMMUNITY HEALTH, FOOD, AND EMERGENCY SHELTER . ADULT SELF-SUFFICIENCY: WORKFORCE DEVELOPMENT, FINANCIAL EDUCATION, LITERACY AND LANGUAGE, DOMESTIC VIOLENCE, PARENTING CLASSES . YOUTH DEVELOPMENT: MENTORING, OUT-OF-SCHOOL PROGRAMS, TEEN PARENTING, COLLEGE AND CAREER PREP, ABUSE AND NEGLECT . DISASTER RELIEF . CIVIC INITIATIVES

TY 2024 InvestmentsCorpStockSchedule
Name:
MUTUAL OF OMAHA FOUNDATION
EIN:
20-2176636
Software ID:
24020961
Software Version:
2024v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
Airbnb Inc 65,705 65,705
Alphabet Inc. 119,025 119,025
Amazon.com Inc. 71,302 71,302
Best Buy Co Inc. 66,495 66,495
Blackock Inc. 0 0
Booking Holdings Inc. 84,463 84,463
Coca Cola Company 108,955 108,955
Dicks Sporting Goods Inc. 106,411 106,411
Walt Disney Co. 133,620 133,620
Dominos Pizza 60,865 60,865
Meta Platforms Inc. 117,102 117,102
Lululemon Athletica Inc. 133,843 133,843
Marriott Intl Inc 0 0
Mattel Inc 65,158 65,158
McDonalds Corp 94,214 94,214
Microsoft Corp 77,978 77,978
Mondelez international W I 0 0
Nike 100,263 100,263
Paypal 136,560 136,560
Pepsico Inc 95,038 95,038
Procter & Gamble Co. 62,030 62,030
Ralph Lauren Corp. 87,772 87,772
Schwab 0 0
Starbucks Corp 73,000 73,000
Uber Technologies 99,528 99,528
Visa Inc Com. Cl A 61,628 61,628
Williams Sonoma, Inc. 99,071 99,071
Yum Brands Inc Com 0 0
Diageo PLC Sponsored ADR 0 0
Heineken Nv Spon A D R 63,684 63,684
Lvmh Moet 84,948 84,948
Nestle SA Sponsored ADR 0 0

TY 2024 InvestmentsGovtObligationsSch
Name:
MUTUAL OF OMAHA FOUNDATION
EIN:
20-2176636
Software ID:
24020961
Software Version:
2024v5.1
US Government Securities - End of Year Book Value:

10,444,805
US Government Securities - End of Year Fair Market Value:

10,444,805
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
MUTUAL OF OMAHA FOUNDATION
EIN:
20-2176636
Software ID:
24020961
Software Version:
2024v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Arrowstreet Acwi Ex US Alpha Ext U FMV 2,719,618 2,719,618
Arrowstreet Emerging Market Trust Fd *** 9SPMTK950 FMV 3,326,191 3,326,191
Aspex Global Fund 96MSCFJF4 FMV 1,022,718 1,022,718
Aspex Global Fund ***96MSCGHZ0 FMV 6,958 6,958
Aspex Global Fund ***96MSCGJ05 FMV 26,186 26,186
Aspex Global Fund ***96MSCGSR6 FMV 16,349 16,349
Aspex Global Fund ***96MSCHDG4 FMV 5,458 5,458
Aspex Global Fund ***96MSCJ0E9 FMV 31,758 31,758
Aspex Global Fund ***96MSCKB79 FMV 18,036 18,036
Aspex Global Fund ***96MSCKKQ7 FMV 38,413 38,413
Aspex Global Fund ***96MSCQ5P3 FMV 13,832 13,832
Aspex Global Fund ***96MSCQH13 FMV 13,282 13,282
Aspex Global Fund ***96MSCSZH4 FMV 12,221 12,221
Atalan Offshore Fund, Ltd***95MSD5ZA0 FMV 761,172 761,172
Atalan Offshore Fund, Ltd. *** 96MSCHDM1 FMV 0 0
Atalan Offshore Fund, Ltd. ***95MSD5ZB8 FMV 311,073 311,073
Baxter Street Offshore Fund ***97MSCJ3U8 FMV 3,294,437 3,294,437
Bnym Mellon Cf Nsl Dyn US Eq Fd *** 9SPMTK6J3 FMV 4,729,526 4,729,526
Ca Res Fd US Te Srs Kps Spec Sit Va***95MSE1BX4 FMV 47,069 47,069
Castlelake Aviation III Stbl Yield *** 97MSCS585 FMV 299,138 299,138
C-Bridge Healthcare Fund IV *** 97MSD0AP1 FMV 779,366 779,366
C-Bridge Healthcare Fund V, L.P *** 96MSCMV32 FMV 846,125 846,125
Center Rock Capital Partners Fund II *** 95MSC8A04 FMV 222,498 222,498
Center Rock Capital Partners I *** 97MSCX0V8 FMV 754,364 754,364
City Of London International Equity *** 97MSCSNV4 FMV 3,694,459 3,694,459
Core Industrial Partners Fd II LP *** 96MSCQCY6 FMV 620,568 620,568
Core Industrial Partners Fund I *** 96MSC2G82 FMV 485,786 485,786
Core Industrial Partners Fund III *** 95MSE1925 FMV 205,369 205,369
Davidson Kempner Instnl Prtnrs LP ***96MSCPV27 FMV 1,731,677 1,731,677
Dover Street X, LP FMV 672,548 672,548
Enr Partners II *** 97MSCP8U9 FMV 494,473 494,473
Full In Partners II, LP ***95MSC6K80 FMV 440,093 440,093
Full In Partnrs Fund I***96MSCD341 FMV 876,771 876,771
Fvp Overseas Ltd ***97MSCWRF6 FMV 20,717 20,717
Generation Im Global Equity Fund LLC ***95MSCFFB9 FMV 3,865,017 3,865,017
Hbk Multi-Strategy Offshore ***97MSCMLE7 FMV 1,862,692 1,862,692
Heard High Conv Lng Only Fd ***96MSCTWT9 FMV 2,172,589 2,172,589
IFP Global Equity LP *** 96MSCCSR5 FMV 4,156,133 4,156,133
Ite Rail Feed Fund LP ****95MSC0V40 FMV 885,606 885,606
Juniperus Insurance Opportunity Fd ***96MSCDCJ8 FMV 1,004,420 1,004,420
Juniperus Insurance Opportunity Fund ***96MSCG4V3 FMV 18,696 18,696
Juniperus Insurance Opportunity Fund ***96MSCL7D9 FMV 320,930 320,930
Juniperus Insurance Opportunity L P ***96MSCQB92 FMV 624,035 624,035
Khp Strategic 9 LP *** 96MSC36X6 FMV 356,865 356,865
Kline Hill Partner Solution Off Fund ***95MSC34P7 FMV 1,129,121 1,129,121
Kline Hill Partners ***97MSCJX68 FMV 690,845 690,845
Kline Hill Partners Offshore Ff IV *** 95MSC33V5 FMV 193,522 193,522
Kline Hill Partners Offshore Fund II *** 97MSCZ969 FMV 690,845 690,845
Kline Hill Partners Offshore Fund IV ***95MSC3N2 FMV 906,056 906,056
Kline Hill Prtnrs Offshore Fund III ***96MSCFP67 FMV 560,062 560,062
Kline Hill Prtnrs Opp. Offshore III ***96MSCFP59 FMV 213,822 213,822
Kps Special Situations Fund VI A *** 95MSE9QM5 FMV 122,253 122,253
Kps SpecialSituations Fnd V (A), LP *** 96MSCFV86 FMV 481,949 481,949
Level Equity Growth Partners V, L.P. ***96MSCR8D5 FMV 307,945 307,945
Level Equity Opp Fd 2021 LP ***96MSCR852 FMV 336,984 336,984
Level Equity Opportunities Fund 2018 *** 96MSC0Q69 FMV 343,846 343,846
Linden Capital Partners V-A Aiv LP ***95MSCV277 FMV 385,328 385,328
Linden Capital Partners V-A LP *** 95MSC3MA0 FMV 441,711 441,711
Linden Co-Investment V-A LP *** 95MSC3MB8 FMV 174,303 174,303
Manulife Private Equity Partners LP FMV 675,493 675,493
Mc Private Equity Partners I-A ***96MSCLQF3 FMV 139,000 139,000
Mic Cap Partners III Parallel Cay LP ***96MSCMSC6 FMV 182,877 182,877
Newton Inv Mgmnt North America *** 95MSE3MD2 FMV 4,474 4,474
Orbis Inst Global Equity LP *** 97MSCGWK4 FMV 3,593,313 3,593,313
Parametric Glbl Defensive Eq Fnd LLC ***96MSCF783 FMV 681,998 681,998
Peak Rock Capital Credit Fund II LP *** 97MSCXDD4 FMV 13,755 13,755
Peak Rock Capital Fund II *** 97MSCS4H6 FMV 87,955 87,955
Peak Rock Capital Fund III LP ***96MSCPLM4 FMV 400,403 400,403
Preserver LP ***96MSCP5U4 FMV 924,861 924,861
Recognize Partners I-A, L.P. *** 96MSCQ1H5 FMV 494,706 494,706
Riverside Fund VI-B L.P. ***96MSC7336 FMV 875,339 875,339
Rounding between schedules FMV 2 2
Rubicon Technology Partners II LP *** 97MSCUB00 FMV 154,474 154,474
Rubicon Technology Partners III L.P. ***96MSCFGW0 FMV 533,091 533,091
Rubicon Technology Partners IV L.P. ***95MSC6UJ5 FMV 265,695 265,695
Samlyn Offshore, Ltd. ***96MSCJ7L6 FMV 1,309,049 1,309,049
Sentinel Capital Partners VII, LP ***95MSCNK00 FMV 165,509 165,509
Sentinel Continuation Fund I, LP ***96MSCWC23 FMV 40,034 40,034
Sentinel Junior Capital II, LP ***95MSCQ5B6 FMV 64,955 64,955
Siris Partners IV, L.P *** 96MSC5397 FMV 348,956 348,956
Stepstone Vc Global Partners IV-B LP *** 96MSC31H6 FMV 421,835 421,835
Stone Castle ***97MSCJ4Z6 FMV 4,696 4,696
Surgocap Offshore Fund LP ***95MSC9185 FMV 851,396 851,396
Tcp Fund VII, LP ***95MSCYDR5 FMV 150,000 150,000
Tcp Fund VIII, LP***95MSD73B9 FMV 40,000 40,000
The A Plus Fund Ltd ***96MSCAU96 FMV 2,403,386 2,403,386
Truebridge Cap. Partners Fund VI LP *** 96MSCCSD6 FMV 1,253,038 1,253,038
Truebridge Capital Partners Fd VIII ***95MSCUVB8 FMV 131,961 131,961
Truebridge Capital Partners Fund V *** 97MSCWBF3 FMV 1,420,128 1,420,128
Truebridge Capl Partner Fd VII *** 96MSCQ292 FMV 877,625 877,625
Two Sigma Active Extension ***97MSCMLF4 FMV 7,479,251 7,479,251
US Research Equity Ext. Fund LP *** 97MSCZCU2 FMV 8,907,772 8,907,772
Vanguard Developed ETF FMV 1,104,355 1,104,355
Vanguard Emerging Markets ETF FMV 972,095 972,095
Vanguard S&P 500 FMV 493,011 493,011
Vanguard Short-term Inflation FMV 2,726,105 2,726,105
Vanguard Total World Stock Index ETF FMV 1,837,152 1,837,152
Vvp All Cap Fund, LLC ***96MSCR670 FMV 1,825,778 1,825,778
Whale Rock Flagship Fund ***97MSCHX21 FMV 0 0

TY 2024 OtherAssetsSchedule
Name:
MUTUAL OF OMAHA FOUNDATION
EIN:
20-2176636
Software ID:
24020961
Software Version:
2024v5.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
EXCISE TAX RECOVERABLE 48,466 100,312 100,312


TY 2024 OtherExpensesSchedule
Name:
MUTUAL OF OMAHA FOUNDATION
EIN:
20-2176636
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
US Bank Service Fees 242 242    


TY 2024 OtherIncomeSchedule2
Name:
MUTUAL OF OMAHA FOUNDATION
EIN:
20-2176636
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Two Sigma Active distribution 28,109    
CA Res. Fund 105,951    
INCOME FROM PARTNERSHIPS   450,219  


TY 2024 OtherIncreasesSchedule
Name:
MUTUAL OF OMAHA FOUNDATION
EIN:
20-2176636
Software ID:
24020961
Software Version:
2024v5.1
Description Amount
Unrealized Investment Gains (Losses) 8,961,643


TY 2024 OtherProfessionalFeesSchedule
Name:
MUTUAL OF OMAHA FOUNDATION
EIN:
20-2176636
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CAMBRIDGE 315,765 315,765    
US BANK 34,883 34,883    
CITIBANK - HS MANAGEMENT 17,059 17,059    
CITIZENS BANK - BRECKINRIDGE 5,375 5,375    
NEWTON INVESTMENT MANAGEMENT 13,024 13,024    
AGENT FEE (HS MANAGEMENT) 1,818 1,818    
Breckinridge Capital Advisors 1,966 1,966    


TY 2024 TaxesSchedule
Name:
MUTUAL OF OMAHA FOUNDATION
EIN:
20-2176636
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 42,525