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
THE LOZIER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1299 FARNAM STREET SUITE 1450
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OMAHA, NE68102
A Employer identification number

94-3027928
B Telephone number (see instructions)

(402) 457-8133
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$516,974,036J 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) 7,500
2 Check right arrow.............
3 Interest on savings and temporary cash investments 552,547 552,547  
4 Dividends and interest from securities... 17,620,045 17,613,921  
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
13,212,524
b Gross sales price for all assets on line 6a 111,485,978
7 Capital gain net income (from Part IV, line 2)... 13,202,221
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
-69,858 185,021  
12 Total. Add lines 1 through 11........ 31,322,758 31,553,710  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 27,069 0   27,069
14 Other employee salaries and wages...... 618,018 0   618,018
15 Pension plans, employee benefits....... 67,678 0   67,678
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,759 5,380   5,379
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
911,321 796,422   10,003
17 Interest............... 301,786 295,628   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
761,232 426,215   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 15,982 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,043,737 826,717   131,012
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,757,582 2,350,362   859,159
25 Contributions, gifts, grants paid....... 49,221,417 49,221,417
26 Total expenses and disbursements. Add lines 24 and 25 52,978,999 2,350,362   50,080,576
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -21,656,241
b Net investment income (if negative, enter -0-) 29,203,348
c Adjusted net income (if negative, enter -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.............      
2 Savings and temporary cash investments......... 93,773,970 87,162,049 87,162,049
3 Accounts receivable right arrow54,506
Less: allowance for doubtful accounts right arrow   98,801 54,506 54,506
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 arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 18,470,617 Click to see attachment
List of Attached Documents:
// Content
83,556 		78,397
b Investments—corporate stock (attach schedule)....... 248,341,665 Click to see attachment
List of Attached Documents:
// Content
240,251,232 		319,586,931
c Investments—corporate bonds (attach schedule)....... 42,071,221 Click to see attachment
List of Attached Documents:
// Content
35,817,479 		35,691,489
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).......... 55,846,925 Click to see attachment
List of Attached Documents:
// Content
72,503,451 		73,181,779
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
214,082 		Click to see attachment
List of Attached Documents:
// Content
1,218,885 		Click to see attachment
List of Attached Documents:
// Content
1,218,885
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 458,817,281 437,091,158 516,974,036
Liabilities 17 Accounts payable and accrued expenses.......... 9 110
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) Click to see attachment
List of Attached Documents:
// Content
69,983 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 69,992 110
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 458,747,289 437,091,048
29 Total net assets or fund balances (see instructions)..... 458,747,289 437,091,048
30 Total liabilities and net assets/fund balances (see instructions). 458,817,281 437,091,158
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
458,747,289
2
Enter amount from Part I, line 27a .....................
2
-21,656,241
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
437,091,048
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
437,091,048
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 PUBLICLY TRADED SECURITIES SHORT-TERM      
b PUBLICLY TRADED SECURITIES LONG-TERM      
c K-1 VENTURE CAP PORT TE 2022 P    
d K-1 VENTURE CAP PORT TE 2022 P    
e K-1 VENTURE CAP PORT TE 2023 P    
K-1 PRIVATE EQUITY PORT TE 2023 P    
K-1 PACIFIC STREET V P    
K-1 PACIFIC STREET V P    
K-1 REAL ASSETS PORT 2022 P    
K-1 REAL ASSETS PORT 2022 P    
K-1 REAL ASSETS PORT 2023 P    
K-1 REAL ASSETS PORT 2023 P    
K-1 TWIN BRIDGE TITAN FUND P    
K-1 TWIN BRIDGE TITAN FUND P    
K-1 PERTERRA INTL EQUITY P    
K-1 PERTERRA INTL EQUITY P    
CAPITAL GAINS DIVIDENDS 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 45,825,122   45,584,972 240,150
b 64,154,940   52,641,150 11,513,790
c     8,409 -8,409
d     1,083 -1,083
e     30 -30
96     96
2,942     2,942
334,388     334,388
    2,412 -2,412
    23,339 -23,339
    1,281 -1,281
    10,722 -10,722
5,044     5,044
4,443     4,443
90,185     90,185
591,919     591,919
466,540     466,540
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       240,150
b       11,513,790
c       -8,409
d       -1,083
e       -30
      96
      2,942
      334,388
      -2,412
      -23,339
      -1,281
      -10,722
      5,044
      4,443
      90,185
      591,919
      466,540
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 13,202,221
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) 1 405,927
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........................... 3 405,927
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- ..... 5 405,927
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 335,003
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 175,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 510,003
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 0
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 10 104,076
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow104,076 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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.LOZIERFOUNDATION.ORG
14
The books are in care ofright arrowJAIME WHITE Telephone no.right arrow (402) 457-8133

Located atright arrow1299 FARNAM STREET SUITE 1450OMAHANE ZIP+4right arrow68102
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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
 
No
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
Yes
 
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
 
No
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)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
DIANNE S LOZIER EXEC DIRECTOR/TRUSTEE
10.00 		0 0 0
1299 FARNAM STREET SUITE 1450
OMAHA,NE68102
COLLETTE LOZIER TRUSTEE
20.00 		27,069 0 0
1299 FARNAM STREET SUITE 1450
OMAHA,NE68102
A GEORGE LOZIER TRUSTEE
2.00 		0 0 0
1299 FARNAM STREET SUITE 1450
OMAHA,NE68102
ASHLEY KUHN TRUSTEE (ENDING 2024)/ADVISOR
2.00 		0 0 0
1299 FARNAM STREET SUITE 1450
OMAHA,NE68102
JOHN HEASTON DECEASED 5312024 TRUSTEE
2.00 		0 0 0
1299 FARNAM STREET SUITE 1450
OMAHA,NE68102
JANICE GARNETT TRUSTEE (ENDING 2024)/ADVISOR
2.00 		0 0 0
1299 FARNAM STREET SUITE 1450
OMAHA,NE68102
EMILIANO LERDA TRUSTEE (ENDING 2024)/ADVISOR
2.00 		0 0 0
1299 FARNAM STREET SUITE 1450
OMAHA,NE68102
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
SUSAN TOOHEY DIRECTOR OF EDUCATIO
40.00 		241,479 38,402 0
1299 FARNAM STREET SUITE 1450
OMAHA,NE68102
RENEE FRY DIRECTOR OF POLICY
40.00 		184,864 36,321 360
1299 FARNAM STREET SUITE 1450
OMAHA,NE68102
TAHNEE MARKUSSEN PROGRAM OFFICER
40.00 		114,200 22,497 360
1299 FARNAM STREET SUITE 1450
OMAHA,NE68102
KWIN KUNKLE GRANTS ADMINISTRATOR
40.00 		81,772 15,060 360
1299 FARNAM STREET SUITE 1450
OMAHA,NE68102
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
THE LONDON COMPANY INVESTMENT ADVISOR 258,138
1800 BAYBERRY COURT SUITE 301
RICHMOND,VA23226
CITI PRIVATE BANK INVESTMENT ADVISOR 236,778
480 WASHINGTON BLVD 15TH FLOOR
JERSEY CITY,NJ07310
PRIVATE INCOME CAPITAL MGMT LLC INVESTMENT ADVISOR 127,880
1420 5TH AVE SUITE 3350
SEATTLE,WA98101
BNY MELLON CUSTODIAN 118,071
BOX 223230
PITTSBURGH,PA15251
ALL OF US TOGETHER CO CONSULTANT 57,942
PO BOX 12362
OMAHA,NE68112
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 THE PURCHASE OF NO INTEREST LOANS FROM HABITAT FOR HUMANITY OF OMAHA, INC. FOR HOME REPAIR LOANS TO CONTINUE TO BE SERVICED BY HABITAT FOR HUMANITY OF OMAHA, INC. 1,005,195
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow1,005,195
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
444,769,021
b
Average of monthly cash balances.......................
1b
83,366,874
c
Fair market value of all other assets (see instructions)................
1c
76,654
d
Total (add lines 1a, b, and c).........................
1d
528,212,549
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
528,212,549
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
7,923,188
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
520,289,361
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
26,014,468
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
26,014,468
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
405,927
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
405,927
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
25,608,541
4
Recoveries of amounts treated as qualifying distributions................
4
14,000
5
Add lines 3 and 4............................
5
25,622,541
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
25,622,541
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
50,080,576
b
Program-related investments—total from Part VIII-B..................
1b
1,005,195
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
51,085,771
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 25,622,541
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, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 805,118
d From 2022......  
e From 2023...... 12,604,926
f Total of lines 3a through e ........ 13,410,044
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 51,085,771
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..... 25,622,541
e Remaining amount distributed out of corpus 25,463,230
5 Excess distributions carryover applied to 2024. 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 38,873,274
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 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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		38,873,274
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 805,118
c Excess from 2022....  
d Excess from 2023.... 12,604,926
e Excess from 2024.... 25,463,230
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).)
DIANNE S LOZIER
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

THE LINKS FOUNDATION INC

1200 MASSACHUSETTS AVE NW
WASHINGTON,DC20005 		  NC GENERAL OPERATING SUPPORT 10,000

CITY OF OMAHA

1819 FARNAM ST LC 1
OMAHA,NE68183 		  GOV GENERAL OPERATING SUPPORT 33,000

3 SISTERS

1941 SOUTH 42ND ST SUITE 402F
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 15,000

ACLU NEBRASKA FOUNDATION INC

134 S 13TH STREET 1010
LINCOLN,NE68508 		  PC GENERAL OPERATING SUPPORT 275,000

ADULT EDUCATION CENTER INC

4805 N 72ND STREET
OMAHA,NE68134 		  PC GENERAL OPERATING SUPPORT 38,400

AFRICAN CULTURE CONNECTION

8031 WEST CENTER ROAD SUITE 207
OMAHA,NE68124 		  PC GENERAL OPERATING SUPPORT 40,000

AMALGAMATED CHARITABLE FOUNDATION INC

1825 K STREET NW
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 250,000

AMALGAMATED CHARITABLE FOUNDATION INC

1825 K STREET NW
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 250,000

AMERICAN CONSTITUTION SOCIETY FOR LAW AND POLICY

601 13TH ST NW STE 610
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 25,000

AMERICAN NATIONAL RED CROSS

2912 S 80TH AVE
OMAHA,NE68124 		  PC GENERAL OPERATING SUPPORT 150,000

ANGELS AMONG US

3858 JONES STREET SUITE A
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 30,000

ASHLAND GREENWOOD PUBLIC SCHOOLS FOUNDATION

1842 FURNAS ST
ASHLAND,NE68003 		  PC GENERAL OPERATING SUPPORT 8,000

AT EASE USA

10605 BURT STREET
OMAHA,NE68114 		  PC GENERAL OPERATING SUPPORT 10,000

AUTISM ACTION PARTNERSHIP

10909 MILL VALLEY ROAD 205
OMAHA,NE68154 		  PC GENERAL OPERATING SUPPORT 50,000

AVENUE SCHOLARS FOUNDATION

2121 N 117TH AVENUE SUITE 220
OMAHA,NE68164 		  PC GENERAL OPERATING SUPPORT 200,000

BALLET NEBRASKA DBA AMERICAN MIDWEST BALLET

1001 SOUTH 6TH STREET
COUNCIL BLUFFS,IA51501 		  PC GENERAL OPERATING SUPPORT 10,000

BANISTERS LEADERSHIP ACADEMY

PO BOX 4002
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 75,000

BELLEVUE PUBLIC SCHOOLS FOUNDATION

2820 ARBORETUM DRIVE 603
BELLEVUE,NE68005 		  PC GENERAL OPERATING SUPPORT 500

BEMIS CENTER FOR CONTEMPORARY ARTS

724 SOUTH 12TH STREET
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 27,500

BEMIS CENTER FOR CONTEMPORARY ARTS

724 SOUTH 12TH STREET
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 10,000

BEMIS CENTER FOR CONTEMPORARY ARTS

724 SOUTH 12TH STREET
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 25,000

BIG BROTHERS BIG SISTERS OF THE MIDLANDS

1209 HARNEY ST SUITE 110
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 70,000

BIG BROTHERS BIG SISTERS OF THE MIDLANDS

1209 HARNEY ST SUITE 110
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 75,000

BIKE UNION MENTORING PROJECT DBA ASTUTE COFFEE

1818 DODGE STREET
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 50,000

BLACK AND PINK INC

2406 FOWLER AVE SUITE 316
OMAHA,NE68111 		  PC GENERAL OPERATING SUPPORT 75,000

BLACK MEN UNITED

4200 N 30TH ST
OMAHA,NE68111 		  PC GENERAL OPERATING SUPPORT 30,000

BLACK POLICE OFFICERS ASSOCIATION OF OMAHA

6012 N 102ND STREET
OMAHA,NE68134 		  PC GENERAL OPERATING SUPPORT 13,700

BLACK POLICE OFFICERS ASSOCIATION OF OMAHA

6012 N 102ND STREET
OMAHA,NE68134 		  PC GENERAL OPERATING SUPPORT 1,500,000

BLACK POLICE OFFICERS ASSOCIATION OF OMAHA

6012 N 102ND STREET
OMAHA,NE68134 		  PC GENERAL OPERATING SUPPORT 50,000

BLACK STUDENT LEADERSHIP COUNCIL

6311 AMES AVE N 1194
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 24,000

BLACK STUDENT LEADERSHIP COUNCIL

6311 AMES AVE N 1194
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 24,000

BOYS & GIRLS CLUBS OF THE MIDLANDS

2610 HAMILTON STREET
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 135,000

BOYS & GIRLS CLUBS OF THE MIDLANDS

2610 HAMILTON STREET
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 325,000

BRIGHTEN OUR FUTURE EARLY LEARNING CENTER INC

4847 SAHLER STREET
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 47,500

BROWNELL TALBOT SCHOOL

400 N HAPPY HOLLOW BLVD
OMAHA,NE68132 		  PC GENERAL OPERATING SUPPORT 15,000

BROWNELL TALBOT SCHOOL

400 N HAPPY HOLLOW BLVD
OMAHA,NE68132 		  PC GENERAL OPERATING SUPPORT 270,000

CAROLES HOUSE OF HOPE INC

7815 HARNEY STREET
OMAHA,NE68114 		  PC GENERAL OPERATING SUPPORT 52,000

CASA FOR DOUGLAS COUNTY

2412 SAINT MARYS AVENUE
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 3,200

CASA FOR DOUGLAS COUNTY

2412 SAINT MARYS AVENUE
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 3,500

CASA FOR DOUGLAS COUNTY

2412 SAINT MARYS AVENUE
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 75,000

CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OMAHA INC

9223 BEDFORD AVENUE
OMAHA,NE68134 		  PC GENERAL OPERATING SUPPORT 2,200

CENTER FOR HOLISTIC DEVELOPMENT

5425 NORTH 103RD STREET SUITE 2
OMAHA,NE68134 		  PC GENERAL OPERATING SUPPORT 50,000

CENTER FOR LEGAL IMMIGRATION ASSISTANCE

3047 N 70TH STREET
LINCOLN,NE68507 		  PC GENERAL OPERATING SUPPORT 125,000

CENTERPOINTE INC

2202 S 11TH ST
LINCOLN,NE68502 		  PC GENERAL OPERATING SUPPORT 40,000

CENTRO LATINO OF IOWA

300 W BROADWAY SUITE 40
COUNCIL BLUFFS,IA51503 		  PC GENERAL OPERATING SUPPORT 35,000

CHARLES E LAKIN HUMAN SERVICES CAMPUS FOUNDATION

1515 AVENUE J
COUNCIL BLUFFS,IA51501 		  SO I GENERAL OPERATING SUPPORT 500,000

CHARLES E LAKIN HUMAN SERVICES CAMPUS FOUNDATION

1515 AVENUE J
COUNCIL BLUFFS,IA51501 		  SO I GENERAL OPERATING SUPPORT 500,000

CHICANO AWARENESS CENTER INC DBA LATINO CENTER OF THE MIDLANDS

4821 SOUTH 24TH STREET
OMAHA,NE68107 		  PC GENERAL OPERATING SUPPORT 60,000

CHICANO AWARENESS CENTER INC

4821 SOUTH 24TH STREET
OMAHA,NE68107 		  PC GENERAL OPERATING SUPPORT 2,400

CHILD SAVING INSTITUTE INC

4545 DODGE STREET
OMAHA,NE68132 		  PC GENERAL OPERATING SUPPORT 500,000

CHILD SAVING INSTITUTE INC

4545 DODGE STREET
OMAHA,NE68132 		  PC GENERAL OPERATING SUPPORT 110,000

CHILDRENS HOSPITAL & MEDICAL CENTER FOUNDATION

8404 INDIAN HILLS DRIVE SUITE 650
OMAHA,NE68114 		  PC GENERAL OPERATING SUPPORT 30,000

CHILDRENS HOSPITAL & MEDICAL CENTER FOUNDATION

8404 INDIAN HILLS DRIVE SUITE 650
OMAHA,NE68114 		  PC GENERAL OPERATING SUPPORT 162,000

CHILDRENS RESPITE CARE CENTER INC

521 S 138TH STREET
OMAHA,NE68137 		  PC GENERAL OPERATING SUPPORT 200,000

CHRISTIAN HOME ASSOCIATION CHILDRENS SQUARE US A

520 NORTH 7TH ST
COUNCIL BLUFFS,IA51503 		  PC GENERAL OPERATING SUPPORT 75,000

CITY OF OMAHA

1819 FARNAM ST LC 1
OMAHA,NE68183 		  GOV GENERAL OPERATING SUPPORT 100,000

CITY OF OMAHA PUBLIC LIBRARY FOUNDATION

8790 F ST STE 108
OMAHA,NE68127 		  PC GENERAL OPERATING SUPPORT 15,000

CIVIC NEBRASKA

530 SOUTH 13TH STREET SUITE 100
LINCOLN,NE68508 		  PC GENERAL OPERATING SUPPORT 125,000

CIVIC NEBRASKA

530 SOUTH 13TH STREET SUITE 100
LINCOLN,NE68508 		  PC GENERAL OPERATING SUPPORT 115,000

COLLECTIVE FOR HOPE

8000 CHICAGO STREET
OMAHA,NE68114 		  PC GENERAL OPERATING SUPPORT 1,000,000

COLLECTIVE FOR YOUTH

105 N 31ST AVE SUITE 103
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 375,000

COLLECTIVE FOR YOUTH

105 N 31ST AVE SUITE 103
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 10,000

COLLEGE OF ST MARY

7000 MERCY ROAD
OMAHA,NE68106 		  PC GENERAL OPERATING SUPPORT 1,000,000

COLLEGE OF ST MARY

7000 MERCY ROAD
OMAHA,NE68106 		  PC GENERAL OPERATING SUPPORT 399,690

COLLEGE POSSIBLE

900 SOUTH 74TH PLAZA SUITE 200
OMAHA,NE68114 		  PC GENERAL OPERATING SUPPORT 206,000

COLLEGE POSSIBLE

900 SOUTH 74TH PLAZA SUITE 200
OMAHA,NE68114 		  PC GENERAL OPERATING SUPPORT 5,000

COMMON CAUSE EDUCATION FUND

805 15TH STREET NW SUITE 800
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 75,000

COMMUNITY ACTION OF NEBRASKA INC

211 N 14TH ST
LINCOLN,NE68508 		  PC GENERAL OPERATING SUPPORT 85,000

COMMUNITY ALLIANCE INC

4001 LEAVENWORTH STREET
OMAHA,NE68105 		  SO III FI GENERAL OPERATING SUPPORT 13,750

COMPLETELY KIDS

2566 ST MARYS AVE
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 105,000

CONCORD MEDIATION CENTER

2910 SOUTH 84TH ST
OMAHA,NE68124 		  PC GENERAL OPERATING SUPPORT 50,000

COUNCIL BLUFFS SCHOOLS FOUNDATION INC

300 WEST BROADWAY SUITE 212
COUNCIL BLUFFS,IA51503 		  PC GENERAL OPERATING SUPPORT 10,000

COUNCIL BLUFFS SCHOOLS FOUNDATION INC

300 WEST BROADWAY SUITE 212
COUNCIL BLUFFS,IA51503 		  PC GENERAL OPERATING SUPPORT 330,000

COUNCIL BLUFFS SCHOOLS FOUNDATION INC

300 WEST BROADWAY SUITE 212
COUNCIL BLUFFS,IA51503 		  PC GENERAL OPERATING SUPPORT 1,000

COUNCIL BLUFFS SCHOOLS FOUNDATION INC

300 WEST BROADWAY SUITE 212
COUNCIL BLUFFS,IA51503 		  PC GENERAL OPERATING SUPPORT 15,000

COUNCIL BLUFFS SCHOOLS FOUNDATION INC

300 WEST BROADWAY SUITE 212
COUNCIL BLUFFS,IA51503 		  PC GENERAL OPERATING SUPPORT 35,000

CREIGHTON PREPARATORY SCHOOL

7400 WESTERN AVENUE
OMAHA,NE68114 		  PC GENERAL OPERATING SUPPORT 225,000

CREIGHTON UNIVERSITY

2500 CALIFORNIA PLAZA 207
OMAHA,NE68178 		  PC GENERAL OPERATING SUPPORT 500,000

CREIGHTON UNIVERSITY

2500 CALIFORNIA PLAZA 207
OMAHA,NE68178 		  PC GENERAL OPERATING SUPPORT 250,000

D2 CENTER INC

1941 S 42ND ST STE 503
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 70,000

DANIEL J GROSS HIGH SCHOOL

7700 S 43RD ST
BELLEVUE,NE68147 		  PC GENERAL OPERATING SUPPORT 83,500

DEAR DIABETES INC

PO BOX 540572
OMAHA,NE68154 		  PC GENERAL OPERATING SUPPORT 15,000

DEVELOPING RELATIONSHIPS THROUGH EDUCATION AND MENTORING INC

6052 WENNINGHOFF RD
OMAHA,NE68134 		  PC GENERAL OPERATING SUPPORT 50,000

DIBS FOR KIDS

1111 N 13TH STREET SUITE 426
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 5,000

DIBS FOR KIDS

1111 N 13TH STREET SUITE 426
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 25,000

DOLLAR ENERGY FUND INC

444 SOUTH 16TH STREET 3E/EP1
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 20,000

DOUGLAS COUNTY ATTORNEY'S OFFICE

1717 HARNEY ST 7TH FLOOR
OMAHA,NE68183 		  GOV GENERAL OPERATING SUPPORT 50,000

DOUGLAS COUNTY HEALTH CENTER FOUNDATION INC

4102 WOOLWORTH AVENUE
OMAHA,NE68105 		  SO III FI GENERAL OPERATING SUPPORT 53,000

DREAMS V REALITY

5219 N 49TH AVE
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 25,000

DUCHESNE ACADEMY OF THE SACRED HEART

3601 BURT STREET
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 64,000

EASTERN NEBRASKA COMMUNITY ACTION PARTNERSHIP

2406 FOWLER AVENUE
OMAHA,NE68111 		  PC GENERAL OPERATING SUPPORT 125,000

ECHO COLLECTIVE

2124 Y ST SUITE 131
LINCOLN,NE68503 		  PC GENERAL OPERATING SUPPORT 30,000

ECONOMIC EMPOWERMENT CENTER

4706 S 24TH STREET
OMAHA,NE68107 		  PC GENERAL OPERATING SUPPORT 75,000

EDUCATION RIGHTS COUNSEL

6001 DODGE STREET CEC 228 F
OMAHA,NE68182 		  PC GENERAL OPERATING SUPPORT 50,000

ELKHORN PUBLIC SCHOOLS FOUNDATION INC

20214 VETERANS DRIVE
ELKHORN,NE68022 		  PC GENERAL OPERATING SUPPORT 12,000

ENGAGED INSIGHT FOUNDATION

PO BOX 3054
OMAHA,NE68103 		  PC GENERAL OPERATING SUPPORT 25,000

ENGAGED INSIGHT FOUNDATION

PO BOX 3054
OMAHA,NE68103 		  PC GENERAL OPERATING SUPPORT 25,000

EQUAL PLAY - INSPIRING CONFIDENCE FOR GIRLS

117 N 32ND AVENUE SUITE 202
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 322,500

EVERY YOUTH CAN EXCEL INC

13508 SOUTH 22ND STREET
BELLEVUE,NE68123 		  PC GENERAL OPERATING SUPPORT 33,500

FAMILY HOUSING ADVISORY SERVICES INC

2401 LAKE STREET
OMAHA,NE68111 		  PC GENERAL OPERATING SUPPORT 125,000

FATHER FLANAGANS BOYS HOME

14100 CRAWFORD ST
BOYS TOWN,NE68010 		  PC GENERAL OPERATING SUPPORT 50,000

FILM STREAMS INC

1340 MIKE FAHEY STREET
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 5,000

FILM STREAMS INC

1340 MIKE FAHEY STREET
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 10,000

FINANCIAL BEGINNINGS

PO BOX 4243
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 15,000

FINANCIAL HOPE COLLABORATIVE

122 S 39TH ST
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 250,000

FONTENELLE FOREST

1111 BELLEVUE BLVD N
BELLEVUE,NE68005 		  PC GENERAL OPERATING SUPPORT 26,000

FOODBANK FOR THE HEARTLAND

10525 J STREET
OMAHA,NE68127 		  PC GENERAL OPERATING SUPPORT 500,000

FOOTBALL FOR THE WORLD FOUNDATION USA

117 N 32ND AVE SUITE 203
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 50,000

FOSTER CARE CLOSET

643 SOUTH 25TH STREET SUITE 8
LINCOLN,NE68510 		  PC GENERAL OPERATING SUPPORT 18,000

FOSTER LOVE INCORPORATION

7595 MAIN STREET
RALSTON,NE68127 		  PC GENERAL OPERATING SUPPORT 50,000

FOSTER LOVE INCORPORATION

7595 MAIN STREET
RALSTON,NE68127 		  PC GENERAL OPERATING SUPPORT 50,000

FOSTER LOVE INCORPORATION

7595 MAIN STREET
RALSTON,NE68127 		  PC GENERAL OPERATING SUPPORT 100,000

FREEDOMTAINMENT

6720 N 30TH ST SUITE 3
OMAHA,NE68112 		  PC GENERAL OPERATING SUPPORT 30,000

FREMONT AREA VETERANS COALITION

819 ABERDEEN STREET
FREMONT,NE68025 		  PC GENERAL OPERATING SUPPORT 15,000

FREMONT PUBLIC SCHOOLS FOUNDATION

130 E 9TH STREET
FREMONT,NE68025 		  PC GENERAL OPERATING SUPPORT 25,000

FRONT PORCH INVESTMENTS

1120 S 101ST STREET SUITE 320
OMAHA,NE68124 		  SO I GENERAL OPERATING SUPPORT 2,000,000

FRONT PORCH INVESTMENTS

148 S 39TH STREET SUITE B
OMAHA,NE68131 		  SO I GENERAL OPERATING SUPPORT 60,000

FURNITURE PROJECT OMAHA

10808 J STREET
OMAHA,NE68137 		  PC GENERAL OPERATING SUPPORT 50,000

FUTURE SOCCER INC

1305 GALVIN ROAD 108
BELLEVUE,NE68005 		  PC GENERAL OPERATING SUPPORT 40,000

GABBY KRAUSE FOUNDATION

3406 N 190TH PLAZA
ELKHORN,NE68022 		  PC GENERAL OPERATING SUPPORT 10,000

GENERATION DIAMOND CORPORATION

4829 S 25TH ST STE 100
OMAHA,NE68107 		  PC GENERAL OPERATING SUPPORT 100,000

GIRL SCOUTS-SPIRIT OF NEBRASKA

1010 NORTH 96TH STREET SUITE 102
OMAHA,NE68114 		  PC GENERAL OPERATING SUPPORT 100,000

GIRLS INCORPORATED OF OMAHA

2811 N 45TH STREET
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 86,000

GIRLS INCORPORATED OF OMAHA

2811 N 45TH STREET
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 125,000

GIRLS INCORPORATED OF OMAHA

2811 N 45TH STREET
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 5,000

GIRLS INCORPORATED OF OMAHA

2811 N 45TH STREET
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 10,000

GREAT PLAINS THEATRE COMMONS

3260 DAVENPORT STREET
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 5,000

GREAT PLAINS THEATRE COMMONS

3260 DAVENPORT STREET
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 30,000

GROW NEBRASKA INC

5752 AMES AVE
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 20,000

HABITAT FOR HUMANITY OF OMAHA INC

1229 MILLWORK AVE SUITE 301
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 300,000

HABITAT FOR HUMANITY OF OMAHA INC

1229 MILLWORK AVE SUITE 301
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 75,000

HABITAT FOR HUMANITY OF OMAHA INC

1229 MILLWORK AVE SUITE 301
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 200,000

HABITAT FOR HUMANITY OF OMAHA INC

1229 MILLWORK AVE SUITE 301
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 25,000

HABITAT FOR HUMANITY OF OMAHA INC

1229 MILLWORK AVE SUITE 301
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 406,000

HARBOR HOUSE

7415 CEDAR ST
OMAHA,NE68124 		  PC GENERAL OPERATING SUPPORT 250,000

HEAL OMAHA AKA HEALTH EQUITY IN ACTION LEAGUE

11501 PEBBLEBROOKE BLVD
GRETNA,NE68028 		  PC GENERAL OPERATING SUPPORT 25,000

HEART MINISTRY CENTER INC

2222 BINNEY ST
OMAHA,NE68110 		  PC GENERAL OPERATING SUPPORT 250,000

HEART OF A CHAMPION

PO BOX 92790
SOUTHLAKE,TX75751 		  PC GENERAL OPERATING SUPPORT 72,000

HEARTLAND BIKE SHARE DBA ROAM SHARE

1144 N 11TH ST SUITE B
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 20,000

HEARTLAND FAMILY SERVICE

2101 S 42ND STREET
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 250,000

HEARTLAND WORKFORCE SOLUTIONS INC

5752 AMES AVE
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 75,000

HERITAGE SERVICES DBA HERITAGE OMAHA

10050 REGENCY CIR STE 101
OMAHA,NE68114 		  PC GENERAL OPERATING SUPPORT 25,000

HOLLAND CHILDRENS INSTITUTE

1111 13TH ST SUITE 414
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 100,000

HOLY NAME HOUSING CORPORATION

4324 FORT STREET
OMAHA,NE68111 		  PC GENERAL OPERATING SUPPORT 500,000

HOLY NAME HOUSING CORPORATION

4324 FORT STREET
OMAHA,NE68111 		  PC GENERAL OPERATING SUPPORT 50,000

HOPEWELL FUND

1828 L STREET NW SUITE 300D
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 600,000

HOT SHOPS ART FOUNDATION

1301 NICHOLAS STREET
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 30,000

HOUSE OF AFROS CAPES & CURLS

6001 DODGE STREET CEC 21913
OMAHA,NE68182 		  PC GENERAL OPERATING SUPPORT 25,000

HOUSE OF BAH FOUNDATION

6966 N 89TH AVE SUITE A
OMAHA,NE68122 		  PC GENERAL OPERATING SUPPORT 30,000

HOUSE OF BAH FOUNDATION

6966 N 89TH AVE SUITE A
OMAHA,NE68122 		  PC GENERAL OPERATING SUPPORT 15,000

I BE BLACK GIRL

2306 N 24TH ST
OMAHA,NE68110 		  PC GENERAL OPERATING SUPPORT 100,000

I BE BLACK GIRL

2306 N 24TH ST
OMAHA,NE68110 		  PC GENERAL OPERATING SUPPORT 10,000

IMMIGRANT LAW AND JUSTICE NETWORK

7630 LITTLE RIVER TURNPIKE STE 900
ANNANDALE,VA22003 		  PC GENERAL OPERATING SUPPORT 5,000

INCLUSIVE COMMUNITIES

1941 S 42ND ST STE 380
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 30,000

INCLUSIVE COMMUNITIES

1941 S 42ND ST STE 380
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 100,000

INCLUSIVE COMMUNITIES

1941 S 42ND ST STE 380
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 30,000

INCLUSIVE HEALERS OF THE HEARTLAND INCORPORATED

1941 S 42ND ST STE 542
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 50,000

INCOMMON HOUSING DEVELOPMENT CORPORATION

1340 PARK AVE
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 40,000

INTERCULTURAL SENIOR CENTER

5545 CENTER STREET
OMAHA,NE68106 		  PC GENERAL OPERATING SUPPORT 100,000

INTERFAITH HEALTH SERVICE

1326 SOUTH 26TH STREET
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 37,856

INTERFAITH RESPONSE INC

25 SOUTH 15TH STREET 6C
COUNCIL BLUFFS,IA51501 		  PC GENERAL OPERATING SUPPORT 50,000

INTERNATIONAL COUNCIL FOR REFUGEES AND IMMIGRANTS INC

6901 DODGE STREET SUITE 104
OMAHA,NE68132 		  PC GENERAL OPERATING SUPPORT 75,000

INTERNATIONAL COUNCIL FOR REFUGEES AND IMMIGRANTS INC

6901 DODGE STREET SUITE 104
OMAHA,NE68132 		  PC GENERAL OPERATING SUPPORT 100,000

IOWA JAG INC

1111 9TH ST SUITE 268
DES MOINES,IA50314 		  PC GENERAL OPERATING SUPPORT 10,000

IOWA LEGAL AID

532 1ST AVENUE SUITE 300
COUNCIL BLUFFS,IA51503 		  PC GENERAL OPERATING SUPPORT 20,000

IVYS LEAGUE YOUTH SPORTS ACADEMY

7507 N 55TH PLZ
OMAHA,NE68152 		  PC GENERAL OPERATING SUPPORT 25,000

JESUIT ACADEMY

2311 N 22ND STREET
OMAHA,NE68110 		  PC GENERAL OPERATING SUPPORT 44,000

JOSLYN CASTLE AND GARDEN

3902 DAVENPORT ST
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 75,000

JUSTICE FOR OUR NEIGHBORS NEBRASKA

4223 CENTER STREET
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 125,000

JUSTICE FOR OUR NEIGHBORS NEBRASKA

4223 CENTER STREET
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 10,000

JUSTICE FOR OUR NEIGHBORS NEBRASKA DBA CENTER FOR IMMIGRANT & REFUGEE ADVAN

4223 CENTER STREET
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 400,000

KHAN ACADEMY INC

PO BOX 1630
MOUNTAIN VIEW,CA94042 		  PC GENERAL OPERATING SUPPORT 250,000

KHAN ACADEMY INC

PO BOX 1630
MOUNTAIN VIEW,CA94042 		  PC GENERAL OPERATING SUPPORT 250,000

KINDAIR AT THE BENSON THEATRE

6054 MAPLE ST
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 50,000

LEARNING FOR ALL

6001 DODGE STREET CEC 117B
OMAHA,NE68182 		  POF GENERAL OPERATING SUPPORT 35,000

LEDC

5225 S 21ST STREET
OMAHA,NE68107 		  PC GENERAL OPERATING SUPPORT 25,000

LEGAL AID OF NEBRASKA

209 S 19TH STREET SUITE 200
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 300,000

LIFT UP SARPY COUNTY

119 W MISSION AVENUE
BELLEVUE,NE68005 		  PC GENERAL OPERATING SUPPORT 37,500

LUTHERAN FAMILY SERVICES OF NE INC

7929 W CENTER RD SUITE 230
OMAHA,NE68124 		  PC GENERAL OPERATING SUPPORT 10,000

LUTHERAN FAMILY SERVICES OF NE INC

7929 W CENTER RD SUITE 230
OMAHA,NE68124 		  PC GENERAL OPERATING SUPPORT 100,000

MADONNA SCHOOL

6402 N 71ST PLAZA
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 250,000

MALCOLM X MEMORIAL FOUNDATION

3448 EVANS ST
OMAHA,NE68111 		  PC GENERAL OPERATING SUPPORT 45,000

MALONE COMMUNITY CENTER

PO BOX 80723
LINCOLN,NE68501 		  PC GENERAL OPERATING SUPPORT 50,000

MARIAN HIGH SCHOOL

7400 MILITARY AVENUE
OMAHA,NE68134 		  PC GENERAL OPERATING SUPPORT 148,500

MAYS FOUNDATION

5020 GRAND AVE
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 100,000

MENTAL HEALTH INNOVATION FOUNDATION

1550 MIKE FAHEY
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 2,000,000

MENTOR NEBRASKA

1111 N 13TH ST SUITE 126
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 60,000

MENTOR NEBRASKA

1111 N 13TH ST SUITE 126
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 50,000

MENTOR NEBRASKA

1111 N 13TH ST SUITE 126
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 25,000

MERCY HIGH SCHOOL

1501 S 48TH STREET
OMAHA,NE68106 		  PC GENERAL OPERATING SUPPORT 225,000

MERCY HOUSING MIDWEST

7241 EDNA COURT
LA VISTA,NE68128 		  PC GENERAL OPERATING SUPPORT 50,000

METRO REVAMP COLLECTIVE

1124 PACIFIC ST
OMAHA,NE68108 		  PC GENERAL OPERATING SUPPORT 50,000

METRO REVAMP COLLECTIVE

1124 PACIFIC ST
OMAHA,NE68108 		  PC GENERAL OPERATING SUPPORT 100,000

METROPOLITAN AREA CONTINUUM OF CARE FOR THE HOMELESS

6001 DODGE STREET CEC BUILDING 1170
OMAHA,NE68182 		  PC GENERAL OPERATING SUPPORT 50,000

METROPOLITAN AREA CONTINUUM OF CARE FOR THE HOMELESS

6001 DODGE STREET CEC BUILDING 1170
OMAHA,NE68182 		  PC GENERAL OPERATING SUPPORT 50,000

METROPOLITAN COMMUNITY COLLEGE FOUNDATION

PO BOX 3777 FORT OMAHA CAMPUS
BUILDING 12S
OMAHA,NE68103 		  PC GENERAL OPERATING SUPPORT 5,000

METROPOLITAN COMMUNITY COLLEGE FOUNDATION

PO BOX 3777 FORT OMAHA CAMPUS
BUILDING 12S
OMAHA,NE68103 		  PC GENERAL OPERATING SUPPORT 35,000

METROPOLITAN SCIENCE & ENGINEERING FAIR INC

5028 HAMILTON ST
OMAHA,NE68103 		  PC GENERAL OPERATING SUPPORT 3,000

MICAH HOUSE CORPORATION

1415 AVENUE J
COUNCIL BLUFFS,IA51501 		  PC GENERAL OPERATING SUPPORT 250,000

MICAH HOUSE CORPORATION

1415 AVENUE J
COUNCIL BLUFFS,IA51501 		  PC GENERAL OPERATING SUPPORT 90,000

MICAH HOUSE CORPORATION

1415 AVENUE J
COUNCIL BLUFFS,IA51501 		  PC GENERAL OPERATING SUPPORT 500,000

MAC FOUNDATION

7930 BLONDO STREET SUITE 100
OMAHA,NE68134 		  PC GENERAL OPERATING SUPPORT 26,000

MIDLANDS COMMUNITY FOUNDATION

217 NORTH JEFFERSON ST
PAPILLION,NE68046 		  PC GENERAL OPERATING SUPPORT 2,500

MILKWORKS A NEBRASKA NONPROFIT CORPORATION

10818 ELM STREET
OMAHA,NE68144 		  PC GENERAL OPERATING SUPPORT 25,000

MILLARD PUBLIC SCHOOLS FOUNDATION INC

14755 GROVER STREET
OMAHA,NE68144 		  PC GENERAL OPERATING SUPPORT 1,000

MOMENTUM

1225 N 53RD ST
OMAHA,NE68132 		  PC GENERAL OPERATING SUPPORT 15,000

MOSAIC COMMUNITY DEVELOPMENT

1340 PARK AVE
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 10,000

MOSAIC COMMUNITY DEVELOPMENT

1340 PARK AVE
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 20,000

NEBRASKA ADAPTIVE SPORTS

8420 W DODGE ROAD SUITE 113
OMAHA,NE68114 		  PC GENERAL OPERATING SUPPORT 2,500

NEBRASKA AFGHAN COMMUNITY CENTER

1121 N 48TH SUITE 17
OMAHA,NE68132 		  PC GENERAL OPERATING SUPPORT 15,000

NEBRASKA APPLESEED CENTER FOR LAW IN THE PUBLIC INTEREST INC

PO BOX 83613
LINCOLN,NE68501 		  PC GENERAL OPERATING SUPPORT 150,000

NEBRASKA CENTER FOR WORKFORCE DEVELOPMENT AND EDUCATION

6001 GROVER STREET SUITE 2
OMAHA,NE68106 		  PC GENERAL OPERATING SUPPORT 125,000

NEBRASKA CHILDREN AND FAMILIES FOUNDATION

215 CENTENNIAL MALL SOUTH SUITE 200
LINCOLN,NE68508 		  PC GENERAL OPERATING SUPPORT 125,000

NEBRASKA CIVIC ENGAGEMENT TABLE

PO BOX 83358
LINCOLN,NE68501 		  PC GENERAL OPERATING SUPPORT 100,000

NEBRASKA COALITION FOR LIFE SAVING CURES

PO BOX 335
BOYS TOWN,NE68010 		  PC GENERAL OPERATING SUPPORT 30,000

NEBRASKA DIAPER BANK

9100 F ST STE 100
OMAHA,NE68127 		  PC GENERAL OPERATING SUPPORT 40,000

NEBRASKA DIAPER BANK

9100 F ST STE 100
OMAHA,NE68127 		  PC GENERAL OPERATING SUPPORT 30,000

NEBRASKA DOMESTIC VIOLENCE SEXUAL ASSAULT COALITION

245 S 84TH ST STE 200
LINCOLN,NE68510 		  PC GENERAL OPERATING SUPPORT 100,000

NEBRASKA EARLY CHILDHOOD COLLABORATIVE

3200 N 30TH ST SUITE 200
OMAHA,NE68111 		  PC GENERAL OPERATING SUPPORT 150,000

NEBRASKA ENTERPRISE FUND

330 N OAKLAND AVE
OAKLAND,NE68045 		  PC GENERAL OPERATING SUPPORT 65,000

NEBRASKA EXPRESSIVE ARTS THERAPY FOUNDATION

1111 N 13TH ST SUITE 114
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 50,000

NEBRASKA HOUSING DEVELOPERS ASSOCIATION

3883 NORMAL BLVD STE 102
LINCOLN,NE68506 		  PC GENERAL OPERATING SUPPORT 15,000

NEBRASKA INDIAN CHILD WELFARE COALITION INC

53578 HIGHWAY 12
BLOOMFIELD,NE68718 		  PC GENERAL OPERATING SUPPORT 50,000

NEBRASKA JOURNALISM TRUST

PO BOX 31436
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 70,000

NEBRASKA MAINTENANCE ACADEMY

12143 WEST CENTER ROAD
OMAHA,NE68144 		  PC GENERAL OPERATING SUPPORT 20,000

NEBRASKA METHODIST HOSPITAL FOUNDATION

8701 WEST DODGE ROAD SUITE 450
OMAHA,NE68114 		  PC GENERAL OPERATING SUPPORT 500,000

NEBRASKA METHODIST HOSPITAL FOUNDATION

8701 WEST DODGE ROAD SUITE 450
OMAHA,NE68114 		  PC GENERAL OPERATING SUPPORT 1,000,000

NEBRASKA METHODIST HOSPITAL FOUNDATION

8701 WEST DODGE ROAD SUITE 450
OMAHA,NE68114 		  PC GENERAL OPERATING SUPPORT 10,000

NEBRASKA STATE CHAMBER FOUNDATION

1128 LINCOLN MALL SUITE 302
LINCOLN,NE68508 		  PC GENERAL OPERATING SUPPORT 5,000

NEBRASKA YOUTH JUSTICE INITIATIVE

5040 GRAND AVE
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 125,000

NELSON MANDELA ELEMENTARY SCHOOL

6316 NORTH 30TH ST
OMAHA,NE68111 		  PC GENERAL OPERATING SUPPORT 450

NEW LIFE FAMILY ALLIANCE

3610 DODGE ST SUITE 204
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 37,856

NEW VENTURE FUND

1828 L STREET NW SUITE 300-A
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 110,000

NEW VISIONS HOMELESS SERVICES

1435 NORTH 15TH STREET
COUNCIL BLUFFS,IA51501 		  PC GENERAL OPERATING SUPPORT 55,000

NONPROFIT ASSOCIATION OF THE MIDLANDS

1111 N 13TH STREET SUITE 213
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 55,000

NORTH 24TH STREET BUSINESS IMPROVEMENT DISTRICT ASSOCIATION

PO BOX 11943
OMAHA,NE68111 		  PC GENERAL OPERATING SUPPORT 15,000

NORTHSTAR FOUNDATION

4242 N 49TH AVENUE
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 75,000

OEA AWARDS INC

PO BOX 7360
OMAHA,NE68107 		  PC GENERAL OPERATING SUPPORT 50,000

OLLIE WEBB CENTER INC

1941 SOUTH 42ND STREET SUITE 122
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 50,000

OMAHA BRIDGES OUT OF POVERTY

PO BOX 540338
OMAHA,NE68154 		  PC GENERAL OPERATING SUPPORT 50,000

OMAHA BRIDGES OUT OF POVERTY INC

PO BOX 540338
OMAHA,NE68154 		  PC GENERAL OPERATING SUPPORT 5,000

OMAHA CHILDRENS MUSEUM INC

500 SOUTH 20TH STREET
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 35,000

OMAHA COMMUNITY FOUNDATION

1120 S 101ST ST SUITE 320
OMAHA,NE68124 		  PC GENERAL OPERATING SUPPORT 165,000

OMAHA COMMUNITY FOUNDATION

1120 S 101ST ST SUITE 320
OMAHA,NE68124 		  PC GENERAL OPERATING SUPPORT 125,000

OMAHA COMMUNITY FOUNDATION

1120 S 101ST ST SUITE 320
OMAHA,NE68124 		  PC GENERAL OPERATING SUPPORT 40,000

OMAHA COMMUNITY FOUNDATION

1120 S 101ST ST SUITE 320
OMAHA,NE68124 		  PC GENERAL OPERATING SUPPORT 500,000

OMAHA COMMUNITY FOUNDATION

1120 S 101ST ST SUITE 320
OMAHA,NE68124 		  PC GENERAL OPERATING SUPPORT 50,000

OMAHA COMMUNITY PLAYHOUSE

6915 CASS STREET
OMAHA,NE68132 		  PC GENERAL OPERATING SUPPORT 26,873

OMAHA CONSERVATORY OF MUSIC

7023 CASS STREET
OMAHA,NE68132 		  PC GENERAL OPERATING SUPPORT 55,000

OMAHA DISCOVERY TRUST DBA KIEWIT LUMINARIUM

345 RIVERFRONT DRIVE
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 200,000

OMAHA HOME FOR BOYS

4343 N 52ND ST
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 50,000

OMAHA MUNICIPAL LAND BANK

1905 HARNEY ST SUITE 224
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 50,000

OMAHA NORTH HIGH SCHOOL FOUNDATION

9745 NOTTINGHAM DRIVE
OMAHA,NE68114 		  PC GENERAL OPERATING SUPPORT 100,000

OMAHA PARKS FOUNDATION INC

PO BOX 31369
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 500,387

OMAHA PARKS FOUNDATION INC

PO BOX 31369
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 25,000

OMAHA PERFORMING ARTS SOCIETY

1200 DOUGLAS STREET
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 64,199

OMAHA PERFORMING ARTS SOCIETY

1200 DOUGLAS STREET
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 20,000

OMAHA SCHOOLS FOUNDATION

3861 FARNAM STREET
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 102,990

OMAHA SCHOOLS FOUNDATION

3861 FARNAM STREET
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 5,000

OMAHA SCHOOLS FOUNDATION

3861 FARNAM STREET
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 90,300

OMAHA SCHOOLS FOUNDATION

3861 FARNAM STREET
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 12,500

OMAHA SCHOOLS FOUNDATION

3861 FARNAM STREET
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 40,000

OMAHA SCHOOLS FOUNDATION

3861 FARNAM STREET
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 2,500

OMAHA SCHOOLS FOUNDATION

3861 FARNAM STREET
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 35,000

OMAHA SCHOOLS FOUNDATION

3861 FARNAM STREET
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 35,000

OMAHA SCHOOLS FOUNDATION

3861 FARNAM STREET
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 9,000

OMAHA SCHOOLS FOUNDATION

3861 FARNAM STREET
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 110,000

OMAHA SKILLS CONNECTIONS

11527 POTTER STREET
OMAHA,NE68142 		  PC GENERAL OPERATING SUPPORT 5,000

OMAHA SPORTS COMMISSION

PO BOX 744
BOYS TOWN,NE68010 		  PC GENERAL OPERATING SUPPORT 10,000

OMAHA SPORTS COMMISSION

PO BOX 744
BOYS TOWN,NE68010 		  PC GENERAL OPERATING SUPPORT 50,000

OMAHA STREET SCHOOL INC

3223 N 45TH ST
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 40,000

OMAHA THEATER COMPANY

2001 FARNAM ST
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 10,000

OMAHA UNITY STARS INC

2938 SCOTT ST
OMAHA,NE68112 		  PC GENERAL OPERATING SUPPORT 15,000

OMAHA WELCOMES THE STRANGER INC

2320 N 56TH STREET
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 25,000

ONE OMAHA

3902 DAVENPORT ST
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 30,000

ONEWORLD COMMUNITY HEALTH CENTERS INC

4930 SOUTH 30TH ST
OMAHA,NE68107 		  PC GENERAL OPERATING SUPPORT 25,000

ONEWORLD COMMUNITY HEALTH CENTERS INC

4930 SOUTH 30TH ST
OMAHA,NE68107 		  PC GENERAL OPERATING SUPPORT 210,000

ONEWORLD COMMUNITY HEALTH CENTERS INC

4930 SOUTH 30TH ST
OMAHA,NE68107 		  PC GENERAL OPERATING SUPPORT 500,000

OOH DE LALLY

4916 UNDERWOOD AVE
OMAHA,NE68132 		  PC GENERAL OPERATING SUPPORT 50,000

OPERA OMAHA INC

1850 FARNAM ST
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 25,000

OUTLINC INC

211 N 14TH ST
LINCOLN,NE68508 		  PC GENERAL OPERATING SUPPORT 60,000

PAPILLION COMMUNITY FOUNDATION INC

109 N WASHINGTON STREET
PAPILLION,NE68046 		  PC GENERAL OPERATING SUPPORT 14,500

PAPILLION LAVISTA SCHOOLS FOUNDATION

242 W GRANT STREET
PAPILLION,NE68046 		  PC GENERAL OPERATING SUPPORT 9,000

PAPILLION LAVISTA SCHOOLS FOUNDATION

242 W GRANT STREET
PAPILLION,NE68046 		  PC GENERAL OPERATING SUPPORT 1,000

PARTNERS FOR LIVABLE OMAHA

5636 MIAMI ST
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 6,790

PARTNERS FOR LIVABLE OMAHA

5636 MIAMI ST
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 3,675

PARTNERS FOR LIVABLE OMAHA

5636 MIAMI ST
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 40,000

PARTNERSHIP 4 HOPE INC

2312 S 125TH AVENUE
OMAHA,NE68144 		  PC GENERAL OPERATING SUPPORT 50,000

PEAR TREE PERFORMING ARTS

4801 NORTHWEST RADIAL HIGHWAY
OMAHA,NE68104 		  PC GENERAL OPERATING SUPPORT 5,000

PHENOMENAL WOMAN ACADEMY

16866 CARY STREET
OMAHA,NE68136 		  PC GENERAL OPERATING SUPPORT 5,000

PHOENIX ACADEMY DAY SCHOOL

1110 NORTH 66TH STREET
OMAHA,NE68132 		  PC GENERAL OPERATING SUPPORT 5,000

PHOENIX ACADEMY DAY SCHOOL

1110 NORTH 66TH STREET
OMAHA,NE68132 		  PC GENERAL OPERATING SUPPORT 150,000

PHOENIX ACADEMY DAY SCHOOL

1110 NORTH 66TH STREET
OMAHA,NE68132 		  PC GENERAL OPERATING SUPPORT 135,000

PHOENIX ACADEMY DAY SCHOOL

1110 NORTH 66TH STREET
OMAHA,NE68132 		  PC GENERAL OPERATING SUPPORT 135,000

PHOENIX ACADEMY DAY SCHOOL

1110 NORTH 66TH STREET
OMAHA,NE68132 		  PC GENERAL OPERATING SUPPORT 50,000

POC COLLABORATIVE COMMUNITY RESOURCE CENTER

3105 N 24TH STREET
OMAHA,NE68111 		  PC GENERAL OPERATING SUPPORT 100,000

PRAIRIE STEM

6825 PINE ST M/S B1
OMAHA,NE68106 		  PC GENERAL OPERATING SUPPORT 17,000

PRAIRIE STEM

6825 PINE ST M/S B1
OMAHA,NE68106 		  PC GENERAL OPERATING SUPPORT 15,000

PRAIRIE STEM

6825 PINE ST M/S B1
OMAHA,NE68106 		  PC GENERAL OPERATING SUPPORT 155,000

PRAIRIE STEM

6825 PINE ST M/S B1
OMAHA,NE68106 		  PC GENERAL OPERATING SUPPORT 15,000

PROJECT HARMONY-HAVEN FOR ABUSE RESPONSE MEMBERS SERVING OUR

11949 Q ST
OMAHA,NE68137 		  PC GENERAL OPERATING SUPPORT 250,000

PROJECT HOUSEWORKS

2316 S 24TH STREET
OMAHA,NE68108 		  PC GENERAL OPERATING SUPPORT 175,000

PROJECT HOUSEWORKS

2316 S 24TH STREET
OMAHA,NE68108 		  PC GENERAL OPERATING SUPPORT 300,000

R E S P E C T 2

820 SOUTH 75TH STREET
OMAHA,NE68114 		  PC GENERAL OPERATING SUPPORT 60,000

RABBLE MILL

111 N 13TH ST SUITE 407
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 75,000

RABBLE MILL

111 N 13TH ST SUITE 407
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 75,000

RADIO TALKING BOOK SERVICE INC

7101 NEWPORT AVENUE SUITE 205
OMAHA,NE68152 		  PC GENERAL OPERATING SUPPORT 50,000

RALSTON COMMUNITY SCHOOLS FOUNDATION

8545 PARK DRIVE
RALSTON,NE68127 		  PC GENERAL OPERATING SUPPORT 500

REACH OUT AND READ INC

89 SOUTH ST SUITE 201
BOSTON,MA02111 		  PC GENERAL OPERATING SUPPORT 50,000

RED CLOUD INDIAN SCHOOL

100 MISSION DRIVE
PINE RIDGE,SD57770 		  PC GENERAL OPERATING SUPPORT 100,000

RED CLOUD INDIAN SCHOOL

100 MISSION DRIVE
PINE RIDGE,SD57770 		  PC GENERAL OPERATING SUPPORT 2,000

RELATIONSHIP GOALS INC DBA THE RELATIONSHIP CORNER

5858 WENNINGHOFF ROAD SUITE 3
OMAHA,NE68134 		  PC GENERAL OPERATING SUPPORT 39,000

REPUBLIC OF SOUTH SUDAN LEADERS

3336 MANDERSON ST
OMAHA,NE68111 		  PC GENERAL OPERATING SUPPORT 50,000

RESTORING DIGNITY

3260 DAVENPORT ST
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 50,000

RISE ACADEMY

3555 FARNAM STREET SUITE 501
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 75,000

RISE ACADEMY

3555 FARNAM STREET SUITE 501
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 200,000

RONALD MCDONALD HOUSE CHARITIES IN OMAHA INC

620 SOUTH 38TH AVENUE
OMAHA,NE68105 		  PC GENERAL OPERATING SUPPORT 30,000

SANTA MONICA INC

401 S 39TH ST
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 90,000

SAVING GRACE PERISHABLE FOOD RESCUE INC

4611 SOUTH 96TH ST STE 154
OMAHA,NE68127 		  PC GENERAL OPERATING SUPPORT 40,000

SEVENTY-FIVE NORTH REVITALIZATION CORPORATION

2112 NORTH 30TH STREET SUITE 200
OMAHA,NE68127 		  PC GENERAL OPERATING SUPPORT 100,000

SHELTERING TREE INC

1323 WILLIAM STREET
OMAHA,NE68108 		  PC GENERAL OPERATING SUPPORT 75,000

SISTERS OF MERCY OF THE AMERICAS

7307 PONDEROSA DRIVE
PAPILLION,NE68046 		  PC GENERAL OPERATING SUPPORT 22,000

SKILLS USA INC

PO BOX 95087
LINCOLN,NE68509 		  PC GENERAL OPERATING SUPPORT 5,000

SMART GEN SOCIETY INC

11919 P STREET SUITE A
OMAHA,NE68137 		  PC GENERAL OPERATING SUPPORT 100,000

SOUTHSIDE REDEVELOPMENT CORPORATION DBA CANOPY SOUTH

2411 O STREET SUITE 1
OMAHA,NE68107 		  PC GENERAL OPERATING SUPPORT 500,000

SPARK

1111 N 13TH STREET SUITE 311
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 25,000

SPARK

1111 N 13TH STREET SUITE 311
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 100,000

ST PHILIP NERI-BLESSED SACRAMENT OF THE SOCIETY OF ST VINCENT DE PAUL

13517 N 72ND ST
OMAHA,NE68122 		  PC GENERAL OPERATING SUPPORT 20,000

STAND FOR SCHOOLS

PO BOX 95166
LINCOLN,NE68509 		  PC GENERAL OPERATING SUPPORT 180,000

STEPHEN CENTER INC

2723 Q STREET
OMAHA,NE68107 		  PC GENERAL OPERATING SUPPORT 100,000

STUDENTS ATHLETES VALUES EDUCATION INC

3535 HARNEY ST
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 60,000

TABLE GRACE MINISTRIES

1611 1/2 FARNAM STREET
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 10,000

TETON SCIENCE SCHOOLS

700 COYOTE ROAD
JACKSON,WY83001 		  PC GENERAL OPERATING SUPPORT 13,000

THE CONNECTION HOMELESS SHELTER INC

414 E 6TH STREET
NORTH PLATTE,NE69103 		  PC GENERAL OPERATING SUPPORT 15,000

THE DURHAM MUSEUM

801 S 10TH ST
OMAHA,NE68108 		  PC GENERAL OPERATING SUPPORT 75,000

THE DURHAM MUSEUM

801 S 10TH ST
OMAHA,NE68108 		  PC GENERAL OPERATING SUPPORT 10,000

THE JOY AMBITION

2539 BURDETTE ST
OMAHA,NE68111 		  PC GENERAL OPERATING SUPPORT 15,000

THE KEYS FOUNDATION

PO BOX 31594
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 20,000

THE KEYS FOUNDATION

PO BOX 31594
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 10,000

THE KIM FOUNDATION

11949 Q ST
OMAHA,NE68137 		  POF GENERAL OPERATING SUPPORT 25,000

THE SALVATION ARMY

10755 BURT STREET
OMAHA,NE68114 		  PC GENERAL OPERATING SUPPORT 340,000

THE SIMPLE FOUNDATION

1111 N 13TH STREET SUITE 400
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 125,000

THE TEEN CENTER

11810 BURKE STREET
OMAHA,NE68154 		  PC GENERAL OPERATING SUPPORT 30,000

THE WELLBEING PARTNERS

6001 DODGE STREET BARBARA WEITZ
COMMUNITY ENGAGEMENT CENTER 228
OMAHA,NE68182 		  PC GENERAL OPERATING SUPPORT 25,000

TOGETHER INC OF METROPOLITIAN OMAHA

812 S 24TH STREET
OMAHA,NE68108 		  PC GENERAL OPERATING SUPPORT 20,000

TOGETHER INC OF METROPOLITIAN OMAHA

824 S 24TH STREET
OMAHA,NE68108 		  PC GENERAL OPERATING SUPPORT 3,000

TOGETHER INC OF METROPOLITIAN OMAHA

824 S 24TH STREET
OMAHA,NE68108 		  PC GENERAL OPERATING SUPPORT 150,000

UNITED WAY OF THE MIDLANDS

1229 MILLWORK AVE SUITE 402
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 50,000

UNITED WAY OF THE MIDLANDS

1229 MILLWORK AVE SUITE 402
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 25,000

UNIVERSITY OF NEBRASKA FOUNDATION

1010 LINCOLN MALL SUITE 300
LINCOLN,NE68508 		  PC GENERAL OPERATING SUPPORT 1,048,000

UNIVERSITY OF NEBRASKA FOUNDATION

1010 LINCOLN MALL SUITE 300
OMAHA,NE68198 		  PC GENERAL OPERATING SUPPORT 1,000,000

UNIVERSITY OF NEBRASKA FOUNDATION

1010 LINCOLN MALL SUITE 300
LINCOLN,NE68508 		  PC GENERAL OPERATING SUPPORT 1,250,000

UNIVERSITY OF NEBRASKA FOUNDATION

1010 LINCOLN MALL SUITE 300
LINCOLN,NE68508 		  PC GENERAL OPERATING SUPPORT 113,594

UNIVERSITY OF NEBRASKA FOUNDATION

1010 LINCOLN MALL SUITE 300
LINCOLN,NE68508 		  PC GENERAL OPERATING SUPPORT 170,000

UNIVERSITY OF NEBRASKA FOUNDATION

1010 LINCOLN MALL SUITE 300
LINCOLN,NE68508 		  PC GENERAL OPERATING SUPPORT 1,100,000

UNIVERSITY OF NEBRASKA FOUNDATION

1010 LINCOLN MALL SUITE 300
LINCOLN,NE68508 		  PC GENERAL OPERATING SUPPORT 500,000

UNIVERSITY OF NEBRASKA FOUNDATION

1010 LINCOLN MALL SUITE 300
LINCOLN,NE68508 		  PC GENERAL OPERATING SUPPORT 10,000

UNIVERSITY OF NEBRASKA FOUNDATION

1010 LINCOLN MALL SUITE 300
LINCOLN,NE68508 		  PC GENERAL OPERATING SUPPORT 108,160

UNIVERSITY OF NEBRASKA FOUNDATION

1010 LINCOLN MALL SUITE 300
LINCOLN,NE68508 		  PC GENERAL OPERATING SUPPORT 500,000

URBAN LEAGUE OF NEBRASKA

3040 LAKE STREET
OMAHA,NE68111 		  PC GENERAL OPERATING SUPPORT 5,000

VOICE ADVOCACY CENTER

6655 SORENSON PKWY
OMAHA,NE68152 		  PC GENERAL OPERATING SUPPORT 5,000

VOICE ADVOCACY CENTER

6655 SORENSON PKWY
OMAHA,NE68152 		  PC GENERAL OPERATING SUPPORT 2,500

VOICES FOR CHILDREN IN NEBRASKA

319 SOUTH 17TH STREET SUITE 212
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 62,500

WESTSIDE COMMUNITY SCHOOLS FOUNDATION INC

1101 SOUTH 90TH ST
OMAHA,NE68124 		  PC GENERAL OPERATING SUPPORT 77,000

WHY ARTS INC

6001 DODGE STREET CEC 126-E
OMAHA,NE68182 		  PC GENERAL OPERATING SUPPORT 30,000

WHY ARTS INC

6001 DODGE STREET CEC 126-E
OMAHA,NE68182 		  PC GENERAL OPERATING SUPPORT 30,000

WOMENS CENTER FOR ADVANCEMENT

3801 HARNEY STREET
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 450,000

WOMENS FUND OF GREATER OMAHA INC

1111 N 13TH STREET SUITE 106
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 400,000

WOMENS FUND OF GREATER OMAHA INC

1111 N 13TH STREET SUITE 106
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 800,000

WOMENS FUND OF GREATER OMAHA INC

1111 N 13TH STREET SUITE 106
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 540,000

WOMENS FUND OF GREATER OMAHA INC

1111 N 13TH STREET SUITE 106
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 660

WORLD SPEAKS

7914 W DODGE RD 475
OMAHA,NE68114 		  PC GENERAL OPERATING SUPPORT 50,000

WORLD SPEAKS

7914 W DODGE RD 475
OMAHA,NE68114 		  PC GENERAL OPERATING SUPPORT 25,787

WRIGHT TRACK

12657 DEER CREEK DRIVE
OMAHA,NE68142 		  PC GENERAL OPERATING SUPPORT 30,000

YATES FUND

1125 S 103RD STREET SUITE 200
OMAHA,NE68124 		  PC GENERAL OPERATING SUPPORT 250,000

YMCA OF GREATER OMAHA

430 SOUTH 20TH STREET
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 200,000

YMCA OF GREATER OMAHA

430 SOUTH 20TH STREET
OMAHA,NE68102 		  PC GENERAL OPERATING SUPPORT 75,000

YOUNG ENTREPRENEURS OF THE FUTURE

8790 F ST SUITE 314
OMAHA,NE68127 		  PC GENERAL OPERATING SUPPORT 45,000

YOUTH CARE & BEYOND INC

15418 WEIR STREET 317
OMAHA,NE68137 		  PC GENERAL OPERATING SUPPORT 70,000

YOUTH EMERGENCY SERVICES INC

2566 FARNAM ST STE 301
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 1,000,000

YOUTH EMERGENCY SERVICES INC

2566 FARNAM ST STE 301
OMAHA,NE68131 		  PC GENERAL OPERATING SUPPORT 250,000

YOUTH FOR GREATER GOOD

4140 N 42ND ST
OMAHA,NE68111 		  PC GENERAL OPERATING SUPPORT 20,000

YOUTURN

4344 NORTH 34TH AVENUE
OMAHA,NE68111 		  PC GENERAL OPERATING SUPPORT 100,000
ADRIAN MUNOZUNIVERSITY OF NEBRASKA


6001 DODGE STREET
OMAHA,NE68182 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
ARLETH GUZMAN-BOTELLOMETROPOLITAN C


5300 N 30TH STREET
OMAHA,NE68111 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
BRIANNE MCGOVERNUNIVERSITY OF MISSO


5000 HOMES STREET
KANSAS CITY,MO64110 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
COLLIN SCHABENMETROCOMMUNITY COLLEG


5300 N 30TH STREET
OMAHA,NE68111 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
DARBY SKILESMISSIOURI SOUTHERN STAT


3950 NEWMAN RD
JOPLIN,MO64801 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
ELLA RITTERUNIVERSITY OF SOUTH ALAB


307 N UNIVERSITY BLVD
MOBILE,AL36688 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
ERIC ROMAN-SALGADOUNIVERSITY OF NEB


6001 DODGE STREET
OMAHA,NE68182 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
HAILLI VERCOEGRAND CANYON UNIVERSIT


3300 W CAMELBACK ROAD
PHOENIX,AZ85017 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
HANNAH CHANTHAVONGNORTHEAST ALABAMA


138 AL-35
RAINSVILLE,AL35986 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
HTOO POOUNIVERSITY OF NEBRASKA OMAH


6001 DODGE STREET
OMAHA,NE68182 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
JAMES RITTERATHENS STATE UNIVERSITY


138 AL-35
RAINSVILLE,AL35986 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
JASON BURCHUNIVERSITY OF NEBRASKA L


1400 R STREET
LINCOLN,NE68588 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
JAVARIS BRANFORDAUBURN UNIVERSITY


1161 W SAMFORD AVE
AUBURN,AL36849 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
JESSICA BRESSMANPRINCETON UNIVERSIT


1 NASSAU HALL
PRINCETON,NJ08544 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
JULIAN KINGUNIVERSITY OF NEBRASKA O


6001 DODGE STREET
OMAHA,NE68182 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
KAMRYN WESTPHALINDIANA STATE UNIVER


200 N 7TH STREET
TERRE HAUTE,IN47809 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
KENIDY DUNLAPUNIVERSITY OF NEBRASKA


6001 DODGE STREET
OMAHA,NE68182 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
KENLEIGH OWENSATHENS STATE UNIVERSI


138 AL-35
RAINSVILLE,AL35986 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
LOGAN TOMANWAYNE STATE COLLEGE


1111 MAIN ST
WAYNE,NE68787 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
LYSSA HERNANDEZMETROPOLITAN COMMUNI


5300 N 30TH STREET
OMAHA,NE68111 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
MASON MATHENIAMETROPOLITAN COMMUNIT


5300 N 30TH STREET
OMAHA,NE68111 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
RODERICK BALLARDTRINE UNIVERSITY


1 UNIVERSITY AVE
ANGOLA,IN46703 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
SAMANTHA KLAGESPURDUE FT WAYNE


50 W FALL CREEK PARKWAY DR N
INDIANAPOLIS,IN46208 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
SIERRA WEILAGENORTHWEST MISSOURI ST


800 UNIVERSITY DRIVE
MARYVILLE,MO64468 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
TAYLOR HUGHESCREIGHTON UNIVERSITY


2500 CALIFORNIA PLAZA
OMAHA,NE68178 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
TERRA HAYSUNIVERSITY OF NEBRASKA OM


6001 DODGE STREET
OMAHA,NE68182 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
KENLEIGH OWENSNORTHEAST ALABAMA COM


138 AL-35
RAINSVILLE,AL35986 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
JONATHON HANSENWASHINGTON UNIVERSIT


1 BROOKINGS DR
ST LOUIS,MO63130 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
JESSICA BRESSMANPRINCETON UNIVERSIT


1 NASSAU HALL
PRINCETON,NJ08544 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
HTOO POOUNIVERSITY OF NEBRASKA OMAH


6001 DODGE STREET
OMAHA,NE68182 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
COLLIN SCHABENMETRO COMMUNITY COLLE


5300 N 30TH STREET
OMAHA,NE68111 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
ADRIAN MUNOZUNIVERSITY OF NEBRASKA


6001 DODGE STREET
OMAHA,NE68182 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
DARBY SKILESUNIVERSITY OF KANSAS


3950 NEWMAN RD
JOPLIN,MO64801 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
HANNAH CHANTHAVONGNORTHEAST ALABAMA


138 AL-35
RAINSVILLE,AL35986 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
HTOO POOUNIVERSITY OF NEBRASKA OMAH


6001 DODGE STREET
OMAHA,NE68182 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
JAMES RITTERNORTHEAST ALABAMA COMMU


138 AL-35
RAINSVILLE,AL35986 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
JAVARIS BRANFORDAUBURN UNIVERSITY


1161 W SAMFORD AVE
AUBURN,AL36849 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
JASON BURCHUNIVERSITY OF NEBRASKA L


1400 R STREET
LINCOLN,NE68588 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
LYSSA HERNANDEZMETROPOLITAN COMMUNI


5300 N 30TH STREET
OMAHA,NE68111 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
RODERICK BALLARDTRINE UNIVERSITY


1 UNIVERSITY AVE
ANGOLA,IN46703 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
TAYLOR HUGHESCREIGHTON UNIVERSITY


2500 CALIFORNIA PLAZA
OMAHA,NE68178 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
SAMANTHA KLAGESPURDUE FT WAYNE


50 W FALL CREEK PARKWAY DR N
INDIANAPOLIS,IN46208 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
ELLA RITTERUNIVERSITY OF SOUTH ALAB


307 N UNIVERSITY BLVD
MOBILE,AL36688 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
ERIC ROMAN-SALGADOUNIVERSITY OF NEB


6001 DODGE STREET
OMAHA,NE68182 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
SIERRA WEILAGENORTHWEST MISSOURI ST


800 UNIVERSITY DRIVE
MARYVILLE,MO64468 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
JULIAN KINGUNIVERSITY OF NEBRASKA O


6001 DODGE STREET
OMAHA,NE68182 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
TERRA HAYSUNIVERSITY OF NEBRASKA OM


6001 DODGE STREET
OMAHA,NE68182 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
MASON MATHENIAMETROPOLITAN COMMUNIT


5300 N 30TH STREET
OMAHA,NE68111 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
ARLETH GUZMAN-BOTELLOMETROPOLITAN C


5300 N 30TH STREET
OMAHA,NE68111 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
LOGAN TOMANWAYNE STATE COLLEGE


1111 MAIN ST
WAYNE,NE68787 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
HAILLI VERCOEGRAND CANYON UNIVERSIT


3300 W CAMELBACK ROAD
PHOENIX,AZ85017 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
BRIANNE MCGOVERNUNIVERSITY OF MISSO


5000 HOMES STREET
KANSAS CITY,MO64110 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
ELIANA BEACOMUNIVERSITY OF NEBRASKA


1400 R STREET
LINCOLN,NE68588 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
MAYA LAGUNASUNIVERSITY OF NEBRASKA


6001 DODGE STREET
OMAHA,NE68182 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
SAMANTHA BURCHYORK UNIVERSITY AT NE


6001 DODGE STREET
OMAHA,NE68182 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
TAYLOR HORTONUNIVERSITY OF NEBRASKA


6001 DODGE STREET
OMAHA,NE68182 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
COLTON JOHNSONUNIVERSITY OF NEBRASK


6001 DODGE STREET
OMAHA,NE68182 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
KARALINA MANNUNIVERSITY OF ALABAMA


200 BRYCE LAWN DR
TUSCALOOSA,AL35401 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
BRAELYN HEIMMILLERSVILLE UNIVERSITY


40 DILWORTH RD
MILLERSVILLE,PA17551 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
JACQUELIN FIGUEROAPURDUE UNIVERSITY


610 PURDUE MALL
WEST LAFAYETTE,IN47907 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
JESSICA ANCORNELL UNIVERSITY


616 THURSTON AVE
ITHACA,NY14853 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
MACKENZIE CARROLLUNIVERSITY OF ALAB


200 BRYCE LAWN DR
TUSCALOOSA,AL35401 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
NATALIA REYNOSOIOWA WESTERN COMMUNI


2700 COLLEGE ROAD
COUNCIL BLUFFS,IA51503 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
JAIRO ANGUIANO-ADAMEUNIVERSITY OF N


6001 DODGE STREET
OMAHA,NE68182 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
ADDISON CLARKGRACE COLLEGE


825 DORCAS ST
OMAHA,NE68108 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
TALIA MARKHUSSENUNIVERSITY OF NEBRA


1400 R STREET
LINCOLN,NE68588 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
ELIJAH MATHENIA MANRIQUEWAYNE STATE


1111 MAIN ST
WAYNE,NE68787 		NA INDIVIDUAL SONS AND DAUGHTERS SCHOLARSHIP PROGRAM 4,000
Total .................................right arrow 3a 49,221,417
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 552,547  
4 Dividends and interest from securities .... 901101 1,760 14 17,613,921 4,364
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 .....     14 274,024  
8 Gain or (loss) from sales of assets other than
inventory ............ 		901101 10,303 18 13,202,221  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP K-1 ACTIVITY FUTURE FORWARD 		        -3,048
bPARTNERSHIP K-1 UBTI 901101 -340,803      
cPARTNERSHIP K-1 PORTFOLIO INC UBTI 901101 -31      
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -328,771 31,642,713 1,316
13Total. Add line 12, columns (b), (d), and (e)..................
13
31,315,258
(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.)
4 INTEREST ON STATE AND LOCAL BONDS EXCLUDED FROM TAX BY IRC SECTION 103
4 IN THE AMOUNT OF $1,708
4 INTEREST INCOME OF $2,656 REPORTED ON THE K-1 FROM FUTURE FORWARD LLC
4 WHICH WAS THE DONEE OF A GRANT TO FUND AN OMAHA, NEBRASKA COMMUNITY
4 DEVELOPMENT PROGRAM.
11 PARTNERSHIP K-1 ACTIVITY OF ($3,048) REPORTED ON THE K-1 FROM FUTURE
11 FORWARD LLC WHICH WAS THE DONEE OF A GRANT TO FUND AN OMAHA, NEBRASKA
11 COMMUNITY DEVELOPMENT PROGRAM.
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.
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE LOZIER FOUNDATION
 
Employer identification number

94-3027928
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE LOZIER FOUNDATION
  		Employer identification number
94-3027928
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
WEITZ FAMILY FOUNDATION
 
3555 FARNAM STREET
 
OMAHA, NE68131

$ 7,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE LOZIER FOUNDATION
  		Employer identification number

94-3027928
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE LOZIER FOUNDATION
  		Employer identification number

94-3027928
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE LOZIER FOUNDATION
EIN:
94-3027928
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 10,759 5,380   5,379

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TY 2024 ExpenditureResponsibilityStmt
Name:
THE LOZIER FOUNDATION
EIN:
94-3027928
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
FUTURE FORWARD LLC
  		11301 DAVENPORT STREET
OMAHA,NE681542629 		2015-04-01 217,200 PAYMENT MADE TO FUND THE OMAHA COMMUNITY DEVELOPMENT PROGRAM RELATED INVESTMENT. INVESTED $150,000 ON 4/1/15 AND $67,200 ON 7/25/18. DATES OF REPORTS BY GRANTEE: 01/15/16, 01/09/17, 01/15/18, 01/10/19, 01/16/20 217,200 NO 01/18/21,01/20/22,01/17/23,10/23/24, REPORT DUE 11/15/2025    
LEARNING FOR ALL
  		6001 DODGE STREET
OMAHA,NE68182 		2023-11-30 70,000 GRANT MADE TO ASSIST WITH EXPANDING AND IMPROVING PROGRAMS FOR ADULT LEARNERS SEEKING LITERACY AND LANGUAGE SKILLS. THIS IS A MULTI-YEAR GRANT PAYABLE OVER 2 YEARS. THE FIRST PAYMENT WAS MADE NOVEMBER 2023 AND THE SECOND PAYMENT WAS MADE ON DECEMBER 5, 2024. 70,000 NO 11/14/2024, 11/10/2025    
THE KIM FOUNDATION
  		11949 Q STREET
OMAHA,NE68137 		2024-08-01 25,000 GRANT MADE TO EXPAND PROGRAMMING EFFORTS IN TARGETED AREAS FOR INCREASED RISK OF SUICIDE AND MENTAL HEALTH ISSUES 25,000 NO 12/17/2024    
THE LINKS FOUNDATION INC
  		1200 MASSACHUSETTS AVE NW
WASHINGTON,DC20055 		2024-11-27 10,000 GRANT MADE TO ENRICH THE LIVES OF THOSE IN COMMUNITIES BEING SERVED THROUGH EDUCATIONAL, CIVIC AND INTER-CULTURAL ACTIVITIES. 10,000 NO REPORT IS DUE 11/15/2025    

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TY 2024 GainLossSaleOtherAssetsSch
Name:
THE LOZIER FOUNDATION
EIN:
94-3027928
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
K-1 MCCARTHY VIII   PURCHASED       56 COST 0 -56  
K-1 PACIFIC STREET V   PURCHASED     75   COST 0 75  
K-1 PACIFIC STREET V   PURCHASED     9,249   COST 0 9,249  
K-1 REAL ASSETS PORT 2022   PURCHASED     80   COST 0 80  
K-1 TWIN BRIDGE TITAN FUND   PURCHASED     548   COST 0 548  
K-1 TWIN BRIDGE TITAN FUND   PURCHASED     407   COST 0 407  

TY 2024 GeneralExplanationAttachment
Name:
THE LOZIER FOUNDATION
EIN:
94-3027928
Identifier Return Reference Explanation
FORM 8082 8082 THE LOZIER FOUNDATION IS REPORTING AMOUNTS ASSOCIATED WITH THE K-1 FROM MCCARTHY CAPITAL FUND VIII, LP THAT DIFFER FROM THE K-1 PROVIDED. FOR ALL ITEMS, THE LOZIER FOUNDATION HAD NO LEGAL OWNERSHIP OF THE LP IN 2023 AND DID NOT INVEST ANY MONEY DURING THE 2023 CALENDAR YEAR. IN ADDITION, NO K-1 WAS PROVIDED TO THE TAXPAYER FOR THE TAX YEAR 2023. IN 2025 THE PARTNERSHIP, MCCARTHY CAPITAL FUND VIII, LP, PROVIDED A K-1 FOR BOTH 2023 AND 2024. THE LOZIER FOUNDATION IS THEREFORE REPORTING ON FORM 990-PF AND 990-T ALL OF THE VARIOUS ITEMS INCLUDED ON THE K-1'S IN THE AGGREGATE OF BOTH K-1'S ON THE 2024 RETURN. THIS INCLUDES ($167,217) OF NET INVESTMENT INCOME RATHER THAN ($142,867) OF NET INVESTMENT INCOME REPORTED ON THE 2024 FORM K-1. FORM 8082 HAS BEEN PREPARED AND INCLUDED WITH THE FORM 990-T.

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE LOZIER FOUNDATION
EIN:
94-3027928
Name of Bond End of Year Book Value End of Year Fair Market Value
AERCAP IRELAND CAPITAL DAC 1,083,852 1,110,888
AIR LEASE CORP 1,524,336 1,546,640
ANHEUSER-BUSCH WORLDWIDE 527,494 515,763
AT&T INC 1,477,584 1,509,888
BELLATRIX EXPLORATION 27,971 73,000
COMMONSPIRIT HEALTH 2,027,228 2,004,041
COMMONWEALTH EDISON CO 864,600 876,770
COSTCO WHOLESALE CORP 1,023,396 1,026,876
CVS HEALTH CORP 1,446,480 1,455,615
DUKE ENERGY CORP 999,258 1,008,010
EXELON CORP 1,234,584 1,239,147
FIDELITY FEDERAL BANCORP 2,500,000 2,450,275
GOLDMAN SACHS GROUP INC 2,409,175 2,432,325
HOME DEPOT INC 906,800 900,390
ING GROEP NV 1,275,404 1,275,716
JPMORGAN CHASE & COVAR RT 1,150,276 1,149,710
KEYCORP 1,262,872 1,292,005
MORGAN STANLEY BANK 2,499,667 2,542,475
NETFLIX INC5.875% 11/15/2028 D 2,677,781 2,642,795
REGENERON PHARMACEUTICALS INC1 1,267,094 1,290,654
RIO TINTO FINANCE USA PLC 1,238,760 1,199,328
ROYAL BANK OF CANADA 1,210,956 1,179,816
SANCHEZ ENERGY CORP 38,450 550
SANCHEZ ENERGY CORP 180,744 2,819
SEMPRA 1,099,043 1,102,530
T-MOBILE USA 113,674 113,463
TS CONTRARIAN BANCSHARES 3,750,000 3,750,000

TY 2024 InvestmentsCorpStockSchedule
Name:
THE LOZIER FOUNDATION
EIN:
94-3027928
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 421,354 1,391,366
ABBVIE INC. COM 3,558,279 4,129,748
ABM INDUSTRIES INC 39,047 40,586
ACCENTURE PLC 615,497 1,307,252
AERCAP HOLDINGS NV 1,346,435 2,332,018
AFLAC INC COM 82,930 301,941
AGILENT TEHCNOLOGIES 76,433 84,769
AIR LEASE 86,860 106,689
AIR PRODS & CHEMS INC COM 176,071 546,145
ALBEMARLE CORP 92,582 83,670
ALLEGION 73,096 72,266
ALLIANTE ENERGY CORP 119,992 154,296
ALLSTATE CORP COM 216,874 374,013
AMEREN 238,216 268,490
AMERICAN ELECTRIC POWER CO 710,280 759,606
AMERICAN EXPRESS 358,939 643,144
AMERICAN FINANCIAL GROUP INC 68,449 74,216
AMERICAN WATER WORKS CO INC 171,058 199,060
AMERIPRISE FINANCIAL INC 35,427 209,777
AMERISOURCEBERGAN 63,546 111,891
AMETEK INC 63,299 73,186
AMGEN INC 1,556,781 1,701,197
AMPHENOL CORP 143,350 259,465
ANALOG DEVICES INC COM 212,288 641,204
ANTHEM INC 701,269 600,200
AON PLC 191,352 218,010
APPLE INC 2,744,874 4,628,763
APPLIED MATERIALS 402,850 469,513
ARCHER DANIELS MIDLAND CO COM 289,313 364,653
ARES MANAGEMENT CORP 229,933 323,788
ARMSTRONG WORLD INDUSTRIES 609,241 1,936,221
ARTHUR J GALLAGHER & CO 64,216 148,737
ASHLAND GLOBAL HOLDINGS INC 73,695 66,029
ASSURANT INC 34,199 87,633
ASSURED GUARANTY 67,057 97,571
ATMOST ENERGY CORP 158,612 223,668
AUTOMATIC DATA PROCESSING INC CMN 151,840 810,277
AVERY DENNISON CORP 119,508 124,254
AVIENT CORP 75,565 64,191
AVNET INC 97,944 113,691
AXALTA COATING SYSTEMS 1,205,616 1,341,664
AXIS CAPITAL HOLDINGS LTD 39,191 69,035
BANK OF AMERICA CORP 1,735,918 2,546,595
BANK OF NEW YORK MELLON CORP 330,584 566,083
BANK OF OZK 85,865 100,727
BECTON DICKINSON & CO COM 212,795 448,295
BLACKROCK INC 745,223 1,092,767
BOK FINANCIAL CORP 64,897 79,305
BOOZ ALLEN HAMILTON HOLDING CO 64,189 76,062
BROADCOM INC 920,695 4,599,706
BROADRIDGE FNL SOLUT 745,509 1,741,571
BROWN FORMAN CORP CL B 82,956 64,110
BRUKER CORP 1,055,997 796,704
CABLE ONE INC 1,447,335 458,806
CADENCE BANK 74,457 117,475
CANNAE HOLDINGS 936,782 458,766
CARDINAL HEALTH INC COM 86,981 160,374
CARLISLE COS INC COM 10,130 74,875
CARRIER GLOBAL 197,662 196,998
CASELLA WASTE SYSTEMS INC 913,105 1,171,952
CATERPILLAR INC 266,212 1,008,836
CATHAY GENERAL BANCORP 61,814 86,507
CCC INTELLIGENT SOLUTIONS 1,141,835 1,133,212
CDW CORP/DE 101,452 97,462
CH ROBINSON WORLDWIDE INC 94,062 136,692
CHUBB LTDCOM 193,827 518,615
CHURCH & DWIGHT INC 21,794 79,475
CHURCHILL DOWNS INC 952,306 2,063,460
CINCINNATI FINL CORP COM 58,601 182,786
CINTAS CORP 24,290 160,228
CISCO SYSTEMS INC. 2,136,959 2,465,266
CITIGROUP CAITAL XIII 1,669,717 1,928,420
CLOROX CO COM 209,166 206,748
CME GROUP INC 472,935 589,168
CMS ENERGY CORP 155,660 192,019
COCA-COLA CO/THE 1,932,715 2,852,255
COGNIZANT TECHNOLOGY SOLUTIONS 195,698 189,943
COLGATE-PALMOLIVE CO 359,572 620,824
COMCAST CORPORATION 1,696,633 1,714,258
COMMERCE BANCSHARES 57,595 87,795
CONOCOPHILLIPS 1,553,471 1,433,602
CONSOLIDATED EDISON INC COM 345,337 436,781
CONSTELLATION BRANDS INC 202,284 204,204
CORTEVA INC 156,716 183,582
COSTCO WHOLESALE CORP 131,614 747,676
CREDIT ACCEPTANCE CORP 1,298,421 1,370,823
CRH PLC 307,888 304,206
CSX CORP 106,385 307,662
CULLEN FROST BANKERS INC COM 51,422 105,789
CUMMINS INC 118,125 372,653
DANAHER CORP 217,633 230,468
DECKERS OUTDOOR CORP COM 100,533 1,978,300
DENTSPLY SIRONA INC 111,504 80,931
DFA INTL SMALL CAP VALUE PT 10,900,000 12,911,122
DIAMOND BACK ENERGY 225,748 238,700
DICK'S SPORTING GOODS INC 46,339 78,492
DISCOVER FINANCIAL SERVICES 155,998 293,798
DOLLAR GENERAL CORP 340,837 208,050
DOMINO'S PIZZA INC 74,989 95,705
DONALDSON INC 36,950 68,697
DOVER CORP COM 25,201 123,441
DR HORTON INC 69,540 103,327
DTE ENERGY CO 315,065 338,825
DUKE ENERGY 968,690 1,258,511
EASTMAN CHEMICAL 162,963 142,094
EAST WEST BANCORP 107,360 163,941
EATON CORP PLC 252,122 578,118
EBAY INC 139,344 205,612
ECOLAB INC COM 53,033 205,264
EDISON INTL COM 355,465 462,753
ELEMENT SOLUTIONS 1,062,883 973,766
ELI LILLY & CO 740,722 1,512,348
EMERSON ELEC CO COM 191,270 475,891
ENTEGRIS INC 646,157 1,703,238
ENTERGY CORP 289,990 438,240
EOG RESOURCES INC 653,798 711,087
EQUITABLE HOLDINGS INC 53,996 96,368
ESSENT GROUP LTD 61,894 66,199
ESSENTIAL UTILITIES INC 108,182 138,997
EVERCORE INC 53,757 76,504
EVEREST GROUP LTD 102,638 104,026
EXPEDITORS INTL WASH INC COM 86,286 85,736
EXXON MOBIL CORP 3,077,125 4,331,306
FACTSET RESH SYS INC 13,222 71,562
FASTENAL CO 96,273 304,107
FERGUSON ENTERPRISE 207,992 189,191
FIDELITY NATIONAL FINANCIAL 129,178 148,603
FIFTH THIRD BANCORP 336,657 331,560
FIRST AMERICAN FINANCIAL CORP 95,126 111,455
FIRST INDUSTRIAL REALTY TRUST 216,878 934,724
FORTUNE BRANDS INNOVATIONS INC 53,313 63,820
GARMIN LTD 72,230 156,758
GATX CORP 48,465 73,141
GENERAL DYNAMICS CORP COM 174,462 497,996
GENERAL MILLS 419,063 420,117
GENPACT LTD 62,348 72,414
GENUINE PARTS CO COM 165,504 223,595
GILEAD SCIENCES INC 1,271,474 1,510,619
GOLDMAN SACHS GROUP INC/THE 838,686 1,437,276
GQG PART EMERG MKTS EQ-INST 4,700,000 4,855,590
GRACO INC 34,839 66,673
GRAINGER W W INC COM 19,402 101,189
H&R BLOCK INC 52,570 72,814
HANOVER INSURANCE GROUP 1,048,708 1,336,881
HARTFORD FINANCIAL SERVICES GR 128,604 193,091
HCA HEALTHCARE INC 171,589 196,598
HEICO CORP 14,882 29,004
HOME BANCSHARES INC 64,815 76,212
HONEYWELL INTERNATIONAL INC 978,496 1,059,650
HORMEL FOODS CORP COM 148,790 139,063
HP, INC. 300,837 339,483
HUBBELL INC 19,558 74,981
HUMANA INC 223,112 170,747
HUNTINGTON INGALLS INDUSTRIES 120,893 102,611
IDEX CORP 64,908 68,647
ILLINOIS TOOL WORKS INC 168,833 569,242
INGREDION INC 57,222 88,589
INSPERITY INC 71,848 73,169
INTERCONTINENTAL EXCHANGE INC 276,501 403,519
INTERNATIONAL BUSINESS MACHINE 1,647,574 2,228,637
INTUIT INC 309,285 371,444
ITT INC 43,228 73,155
JACK HENRY & ASSOCIATES 1,178,375 1,341,396
JEFFERIES FINANCIAL GROUP INC 66,998 159,074
JM SMUCKER COMPANYCOM NEW 172,742 190,838
JOHNSON & JOHNSON 2,648,208 4,475,121
JPMORGAN CHASE & CO 2,593,102 4,483,056
KELLOGG CO COM 146,673 206,635
KIMBERLY CLARK CORP COM 447,166 620,868
KKR 151,122 151,460
KLA CORP 225,476 341,525
KNIGHT-SWIFT TRANSPORTATION 72,574 74,097
L3HARRIS TECHNOLOGIES INC 87,788 325,303
LAM RESEARCH CORP 360,052 431,719
LAMB WESTON HOLDINGS INC 934,769 1,331,788
LANCASTER COLONY CORP 1,024,673 1,447,277
LENNOX INTERNATIONAL INC 69,317 95,660
LINCOLN ELECTRIC HOLDINGS INC 36,231 56,241
LINDE PLC 752,982 900,559
LITHIA MOTORS INC CL-A CMN CLA 65,011 62,550
LITMAN GREGORY MASTERS INTERNATIONAL FUND 4,568,568 6,715,947
LOCKHEED MARTIN CORP COM 350,027 937,378
LOOMIS SAY INST HI INC-INST 21,291,321 22,232,918
LOWES CO 100,723 905,262
M&T BANK CORP 266,276 385,609
MARSH & MCLENNAN COS INC 329,797 543,982
MARTIN MARIETTA MATERIALS INC 73,116 70,761
MASCO CORP 63,827 92,454
MASTERCARD INC 587,017 866,208
MATTHEWS ASIA DIVIDEND FUND 4,216,633 4,270,304
MATTHEWS PACIFIC TIGER FUND 5,236,721 4,890,066
MCCORMICK & CO NON VOTING 48,684 124,347
MCDONALDS CORP COM 784,738 1,828,916
MCKESSON CORP 27,653 117,971
MDU RESOURCES GROUP INC 16,193 38,545
MEDTRONIC INC 1,289,493 1,366,268
MERCK & CO INC 2,369,041 2,861,343
METLIFE INC 404,456 558,749
MGIC INVESTMENT CORP 58,416 73,051
MICROCHIP TECHNOLOGY INC COM 254,980 357,807
MICROSOFT CORP 685,510 4,335,549
MONDELEZ INTERNATIONAL INC 968,526 907,418
MONOLITHIC POWER SYSTEMS INC 79,837 75,146
MOODY'S CORP 127,945 208,283
MORGAN STANLEY 1,211,159 1,695,083
MOSAIC CO/THE 209,346 169,455
MOTOROLA SOLUTIONS INC 86,957 168,714
MSCI INC 173,030 211,204
MURPHY USA INC 1,061,530 2,044,631
NASDAQ INC 110,023 162,660
NATIONAL HEALTH INVESTORS 82,867 96,481
NETAPP INC 76,459 128,268
NEW JERSEY RES CORP 93,020 93,300
NEWMARKET CORP 407,861 1,266,983
NEXTERA ENERGY INC 556,578 1,495,668
NIKE INC CL B COM 470,125 684,889
NISOURCE INC 120,951 156,892
NORDSON CORP 29,813 58,169
NORTHERN TRUST CORP 236,267 291,100
NORTHROP GRUMMAN CORP COM 194,507 467,882
NRG ENERGY INC 83,485 83,273
NVENT ELECTRIC PLC 74,547 72,113
NUCOR CORP 104,142 175,765
NXP SEMICONDUCTORS NV 310,983 347,525
OGE ENERGY 131,478 132,248
OLD DOMINION FREIGHT LINE 83,947 84,672
OLD REP INTL CORP COM 56,576 126,701
OMNICOM GROUP INC 219,587 215,100
ONE GAS 73,353 83,931
ORACLE CORP 372,003 921,519
OSHKOSH 73,779 65,218
OTIS WORLDWIDE CORP 134,105 150,769
OVINTIV INC 196,349 188,204
OWENS CORNING 90,715 98,445
PACCAR INC 177,056 229,988
PARKER-HANNIFIN CORP 195,281 362,537
PEPSICO INC/NC 1,796,952 2,774,031
PERRIGO CO PLC 100,422 84,483
PHILLIPS 66 632,082 668,883
PIMCO RAE EMERGING MARKETS INS 6,008,000 7,003,139
PNC FINL SVCS GROUP COM 683,671 975,628
POOL CORP COM 81,504 81,144
POPULAR INC 52,364 80,703
POST HOLDINGS INC 726,685 1,548,529
PPG INDS INC COM 172,859 269,240
PRINCIPAL FINANCIAL GROUP, INC 205,704 252,124
PROCTER & GAMBLE CO/THE 1,476,169 3,448,393
PROSPERITY BANCSHARES INC 116,141 146,330
PUBLIC SERVICE ENTERPRISE GROU 321,676 450,670
PULTEGROUP INC 58,522 62,182
QUALCOMM INC 927,667 1,370,444
QUALYS 1,230,094 1,175,604
QUEST DIAGNOSTICS INC 130,419 136,981
RAYMOND JAMES FINANCIAL INC CM 72,842 143,836
RAYTHEON TECHNOLOGIES CORP 540,565 1,261,695
REGAL REXNOD CORP 51,346 55,537
REGIONS FINANCIAL 263,752 260,978
REINSURANCE GROUP OF AMERICA I 87,960 154,454
RELIANCE STEEL & ALUMINUM CO 57,203 88,317
RENAISSANCE RE HOLDINGS LTD 17,585 33,838
REPUBLIC SERVICES INC 32,868 173,417
RESMED INC 80,219 84,158
REYNOLDS CONSUMER PRODUCTS 895,488 798,904
ROBERT HALF INTERNATIONAL INC 74,622 101,674
ROCKWELL AUTOMATION INC 178,592 196,909
ROPER INDS INC NEW COM 17,132 95,133
ROSS STORES INC 103,158 149,152
ROYALTY PHARMA 132,824 135,968
ROYCE INTL PREM-INST 5,247,251 4,847,169
RPM INTERNATIONAL INC 34,746 84,542
RYDER SYS INC COM 46,584 102,273
S&P GLOBAL INC 38,075 411,871
SEMPRA ENERGY 488,844 640,707
SERVICE CORP INTERNATIONAL/US 47,734 77,026
SHERWIN WILLIAMS CO COM 29,849 235,571
SILGAN HLDGS INC COM 22,840 47,053
SKYWORKS SOLUTIONS INC 202,001 169,822
SMITH A O CORP 37,362 58,251
SMURFIT WESTROCK 240,335 242,855
SNAP-ON INC 116,494 183,659
SOUTHERN CO COM 760,229 1,135,028
SOUTHSTATE CORP 97,877 127,931
SPDR PORTFOLIO WORLD 23,365 34,130
SS&C TECHNOLOGIES HOLDINGS INC 69,052 86,995
STANLEY BLACK & DECKER COM 197,315 204,418
STATE STR CORP COM 327,550 404,672
STEEL DYNAMICS INC 74,027 82,359
STERIS PLC 59,266 65,574
STIFEL FINANCIAL CORP 68,721 109,475
STRYKER CORP 73,006 387,414
SYNCHRONY FINANCIAL 88,711 179,465
SYNOVUS FINANCIAL CORP 73,209 74,488
SYSCO CORP 148,071 355,539
TARGET 427,200 719,022
TE CONNECTIVITY LTD 199,733 230,754
TD SYNNEX 102,002 101,213
THE HERSHEY COMPANY 266,714 265,033
THE HOME DEPOT 2,383,418 3,154,320
THE KROGER CO 141,321 330,638
THE TORO CO 1,244,323 1,081,270
THE TRAVELERS COS INC 177,299 384,701
THERMO FISHER SCIENTIFIC INC 239,287 229,421
THOR INDS INC COM 67,857 51,109
TIMKEN 75,487 65,232
TRACTOR SUPPLY CO 88,890 135,940
TRANE TECHNOLOGIES PLC 132,433 305,083
TREX CO INC 537,422 832,916
TXNM ENERGY INC 95,180 97,160
TYSON FOODS INC 179,282 177,490
U S BANCORP DE NEW 1,158,610 1,156,434
UMB FINL CORP 46,208 84,194
UNIFIRST CORP 716,494 685,729
UNION PACIFIC CORP 674,560 1,194,474
UNITED COMMUNITY BANKS INC/GA 84,642 102,164
UNITEDHEALTH GROUP INC 2,087,961 2,684,093
UNUM GROUP 65,376 178,997
VAIL RESORTS INC 1,080,155 828,529
VANGUARD EUROPEAN ETF 9,172,480 10,142,506
VANGUARD INT DIV APP INDX FD 24,461,647 26,556,680
VERISK ANALYTICS 71,905 73,264
VISA INC 830,535 1,486,652
VISTRA CORP 36,851 134,837
VOYA FINANCIAL INC 68,441 63,599
VULCAN MATERIALS CO 96,837 114,467
WAL MART STORES INC COM 299,050 1,350,733
WALKER & DUNLOP INC 49,968 55,896
WASTE MANAGEMENT INC 87,797 395,105
WATERS CORP 1,099,435 1,539,196
WATSCO INC 89,475 112,312
WEC ENERGY GROUP 225,859 362,336
WESTERN ALLIANCE BANCORP 65,337 86,046
WHITE MOUNTAINS INS GRP INC 704,284 2,217,368
WILLIAMS SONOMA INC 85,208 146,663
WILLIS TOWERS WATSON PLC 137,709 166,957
WINTRUST FINANCIAL CORP 68,305 113,860
WISDOMTREE DY CUR HDG INTL 3,007,445 2,956,680
WISDOMTREE EM SM CAP DIV 6,196,891 6,839,016
WISDOMTREE EUROPE HEDGED EQU 4,764,028 6,085,824
WISDOMTREE JAPAN HEDGED EQ 4,989,594 8,062,199
XCEL ENERGY INC 254,055 439,555
XYLEM INC/NY 97,689 97,689
YUM! BRANDS INC 281,075 296,762
ZEBRA TECHNOLOGIES CORP 1,101,672 1,432,104
ZIONS BANCORP NA 94,950 135,083
ZOETIS INC 246,298 244,232
ALPACA INC. 150,000 150,000
HCAN INC. PREFERRED STOCK 581,395 SHS 250,000 250,000

TY 2024 InvestmentsGovtObligationsSch
Name:
THE LOZIER FOUNDATION
EIN:
94-3027928
US Government Securities - End of Year Book Value:

20,927
US Government Securities - End of Year Fair Market Value:

20,230
State & Local Government Securities - End of Year Book Value:


62,629
State & Local Government Securities - End of Year Fair Market Value:


58,167


TY 2024 InvestmentsOtherSchedule2
Name:
THE LOZIER FOUNDATION
EIN:
94-3027928
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AUDAX SENIOR LOAN FUND OFFSHOR AT COST 11,000,000 10,757,189
RREEF PROPERTY TRUST INC, CLAS AT COST 13,000,000 11,675,246
PERTERRA INTERNATIONAL EQUITY PORT LP AT COST 17,306,720 17,306,720
PACIFIC STREET FUND V LP AT COST 4,553,614 5,052,954
PROVEN VENTURE FUND ONE LP AT COST 520,651 581,906
TWIN BRIDGE TITAN FUND LP AT COST 2,522,863 2,699,978
PRIVATE EQUITY PORTFOLIO TE 2022 LP AT COST 4,638,165 4,799,400
PRIVATE EQUITY PORTFOLIO TE 2023 LP AT COST 529,878 551,058
REAL ASSETS PORTFOLIO TE 2022 LP AT COST 4,042,208 4,630,323
REAL ASSETS PORTFOLIO TE 2023 LP AT COST 3,281,842 3,647,422
REAL ASSETS PORTFOLIO TE 2024 LP AT COST 3,576,276 3,430,654
VENTURE CAPITAL PORTFOLIO TE 2022 LP AT COST 2,723,848 3,208,334
VENTURE CAPITAL PORTFOLIO TE 2023 LP AT COST 1,256,395 1,539,419
MCCARTHY CAPITAL FUND VIII LP AT COST 3,550,991 3,301,176

TY 2024 OtherAssetsSchedule
Name:
THE LOZIER FOUNDATION
EIN:
94-3027928
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
FUTURE FORWARD LLC 214,082 213,690 213,690
LOAN RECEIVABLE - HABITAT FOR HUMANITY 0 1,005,195 1,005,195


TY 2024 OtherExpensesSchedule
Name:
THE LOZIER FOUNDATION
EIN:
94-3027928
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSE 848,830 826,717   0
PARTNERSHIP NON-DEDUCTIBLE EXPENSES 42,219 0   0
BANK FEES 3,739 0   0
SOFTWARE 31,258 0   31,258
DUES 12,152 0   0
EDUCATION 3,230 0   0
INSURANCE 1,462 0   0
OFFICE EXPENSE 996 0   0
MISCELLANEOUS EXPENSE 12 0   0
CHARITABLE DISBURSEMENTS 99,754 0   99,754
POSTAGE 85 0   0


TY 2024 OtherIncomeSchedule2
Name:
THE LOZIER FOUNDATION
EIN:
94-3027928
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 75,003 0 75,003
MELLON PARA SEC LIT 626 626 626
MELLON CASH SEC LIT 94 94 94
MELLON STOCK SEC LIT 6 6 6
MELLON LONDON SEC LIT 70 70 70
OTHER INCOME MELLON CASH 208,425 208,425 208,425
OTHER INCOME MELLON LOOMIS MS CONSENT FEE 3,600 3,600 3,600
ICONIQ LATE ADMISSION INCOME 25,847 25,847 25,847
PARTNERSHIP K-1 PORTFOLIO INCOME -13,866 -13,866 -13,866
SCHOLARSHIPS REPAID 14,000 0 14,000
PARTNERSHIP K-1 NET INVESTMENT INCOME -40,215 -40,215 -40,215
MELLON PARA2 OTHER INCOME 434 434 434
PARTNERSHIP K-1 ACTIVITY FUTURE FORWARD -3,048   -3,048
PARTNERSHIP K-1 UBTI -340,803   -340,803
PARTNERSHIP K-1 PORTFOLIO INC UBTI -31   -31


TY 2024 OtherLiabilitiesSchedule
Name:
THE LOZIER FOUNDATION
EIN:
94-3027928
Description Beginning of Year - Book Value End of Year - Book Value
REAL ASSETS PORTFOLIO TE 2024 LP - NEGATIVE TAX CAPITAL 69,983 0


TY 2024 OtherProfessionalFeesSchedule
Name:
THE LOZIER FOUNDATION
EIN:
94-3027928
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 114,831 0   10,003
CUSTODY FEES 118,071 118,062   0
MANAGEMENT FEES 678,419 678,360   0


TY 2024 TaxesSchedule
Name:
THE LOZIER FOUNDATION
EIN:
94-3027928
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 335,003 0   0
FOREIGN TAXES PAID 426,229 426,215   0