OMAHA, NE
Sherwood Foundation
Quick Facts
- EIN
- 470824755
- Location
- OMAHA, NE
- Category
- Philanthropy & Grantmaking
- Total Assets
- $716.3M
- Annual Income
- $655.1M
- IRS Ruling Year
- 1999
- Organization Type
- Corporation
- Tax Deductibility
- Contributions are deductible
About This Foundation
Sherwood Foundation is a private corporation based in OMAHA, NE. The foundation received its IRS ruling in 1999. It holds total assets of $716.3M. Annual income is reported at $655.1M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$209.4M
2023-12%
Total Assets
$459.9M
2023+61%
Fair Market Value
$459.9M
2023
Net Worth
$458.5M
2023
Grants Paid
$196.9M
2023
Contributions
$357.2M
2023
Net Investment Income
$145.6M
2023
Distribution Amount
$14M
2023
Total Giving by Year
$60M
11$70.6M
12$130.1M
13$102.5M
14$162M
15$223.6M
19$230M
20$304.6M
21$238.9M
22$209.4M
23Asset Growth
$139M
11$139.6M
12$184.9M
13$264.4M
14$256.2M
15$340.8M
19$270.3M
20$199.5M
21$284.8M
22$459.9M
23Investment Portfolio (2023)
Total: $395.1M
Corporate Stock: $260.8M
Corporate Bonds: $1.4M
Government Obligations: $132.9M
Other Investments: $25.3M
Cash: $345K
Corporate Stock (62%)
Corporate Bonds (0%)
Government Obligations (32%)
Other Investments (6%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$196.9M
Depreciation$869K
Pension & Benefits$838K
Officer Compensation$750K
Occupancy$387K
Legal Fees$71K
Travel & Conferences$50K
Accounting Fees$38K
Printing & Publications$9K
Revenue Sources (2023)
- Contributions
- $357.2M
- Capital Gains (Net)
- $139.9M
- Interest
- $4.6M
- Dividends
- $1.2M
- Other Income
- $390K
Financial Details (2023)
- Total Revenue
- $503.4M
- Total Expenses
- $209.4M
- Exempt Purpose Expenses
- $204.2M
- Required Distribution
- $14M
- Undistributed Income
- $0
- Grants Approved (Future)
- $72.2M
- Total Liabilities
- $1.4M
- Excise Tax
- $2M
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$168.6M
Average Grant
$3.4M
Median Grant
$1.4M
Grant Range
Min$722K
Max$31M
Median: $1.4M
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
NY: $2M (2)
MA
MA: $1.5M (1)
CT
RI
OR
NV
WY
SD
IA
IA: $5.9M (3)
IL
IN
OH
PA
NJ
CA
UT
CO
NE
NE: $153.6M (42)
MO
KY
WV
VA
MD
DE
DC
DC: $5.5M (2)
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
HI
TX
NE$153.6M (42)
IA$5.9M (3)
DC$5.5M (2)
NY$2M (2)
MA$1.5M (1)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Omaha Community FoundationFRONT PORCH INVESTMENTS | Omaha, NE | $31M | 2022 |
| University Of Nebraska FoundationNEXT PROJECT - CAPITAL/CONSTRUCTION FUND | Lincoln, NE | $25.2M | 2022 |
| Buffett Early Childhood Fund2022 OPERATING GRANT | Omaha, NE | $15.2M | 2022 |
| Buffett Early Childhood Fund2022 OPERATING GRANT | Omaha, NE | $15M | 2022 |
| Seventy-Five North Revitalizaton CorpHIGHLANDER PROJECT PHASE IV & V | Omaha, NE | $5M | 2022 |
| Joslyn Art MuseumBIPOC ART ACQUISITION | Omaha, NE | $5M | 2022 |
| Campaign Legal CenterOPERATING GRANT 2021/2022 CHALLENGE | Washington, DC | $4.5M | 2022 |
| Collective For YouthELEMENTARY CLC PROGRAM GRANT | Omaha, NE | $3.5M | 2022 |
| Iowa Great Lakes Beautification ProjectPHASE III FUNDING | Okoboji, IA | $3.5M | 2022 |
| Heartland Family ServiceNAVIGATING TO HOME | Omaha, NE | $3.4M | 2022 |
| Metro Area Continuum Of Care For The HomelessHOUSING PROBLEM SOLVING | Omaha, NE | $3M | 2022 |
| Nebraska Children & Families FoundationBRING UP NEBRASKA - COMMUNITY WELLBEING - CONNECTED YOUTH INITIATIVE | Lincoln, NE | $2.8M | 2022 |
| Heartland Family ServiceREPAYMENT ON LOAN TO PURCHASE PROPERTY | Omaha, NE | $2.7M | 2022 |
| Collective For YouthCFY MIDDLE SCHOOL INITIATIVE | Omaha, NE | $2.7M | 2022 |
| Women'S Fund Of OmahaAHP - CONTRACEPTIVE ACCESS PROJECT | Omaha, NE | $2.6M | 2022 |
| Douglas County School District # 001PARA-TO-TEACHER: CAREER LADDER PROGRAM | Omaha, NE | $2.2M | 2022 |
| Douglas County School District # 001SOCIAL WORKER PROGRAM | Omaha, NE | $2.2M | 2022 |
| Omaha Theater CompanyOPERATING SUPPORT | Omaha, NE | $2.2M | 2022 |
| Community Information TrustPUBLIC LIBRARY SEEDING FUND | Omaha, NE | $2M | 2022 |
| Nebraska Children & Families Foundation2021/2022 CONNECTED YOUTH INITIATAIVE | Lincoln, NE | $2M | 2022 |
| The Simple FoundationALL BUILDING STARTS WITH A FOUNDATION | Omaha, NE | $2M | 2022 |
| Omaha Community FoundationCANOPY SOUTH 2022 LAND ACQUISITION | Omaha, NE | $1.9M | 2022 |
| Douglas County School District # 001KENNEDY ELEMENTARY SCHOOL - 75 NORTH PROJECT 2019/2021 | Omaha, NE | $1.6M | 2022 |
| Brazelton Touchpoints Project IncBUILD INFRASTRUCTURE AND CAPACITY 2021 - 2022 - 2023 | Boston, MA | $1.5M | 2022 |
| Justice For Our Neighbors NebraskaNE IMMIGRATION LEGAL SERVICES PROJECT | Omaha, NE | $1.4M | 2022 |
| Iowa Great Lakes Beautification ProjectBIKE TRAIL | Okoboji, IA | $1.4M | 2022 |
| Project HarmonyCONNECTIONS | Omaha, NE | $1.3M | 2022 |
| Heartland Family ServiceHEARTLAND HOUSING SANCTUARY | Omaha, NE | $1.1M | 2022 |
| University Of Nebraska FoundationNE RESOURCE PROJECT FOR VULNERABLE YOUTH CHILDREN | Lincoln, NE | $1M | 2022 |
| Clinton Foundation2022/2023/2024 OPERATING/TOO SMALL TO FAIL PROGRAM | New York, NY | $1M | 2022 |
| Collective For Youth2023/2024 ELEMENTARY SCHOOL PROGRAMS | Omaha, NE | $1M | 2022 |
| The One Campaign2022 OPERATING GRANT | Washington, DC | $1M | 2022 |
| Douglas County NeJUVENILE JUSTICE REFORM | Omaha, NE | $1M | 2022 |
| Rock And Roll Forever FoundationOPERATING GRANT | New York, NY | $1M | 2022 |
| Council Bluffs Schools FoundationEARLY CHILDHOOD CENTER | Council Bluffs, IA | $1M | 2022 |
| One World Community Health Center2022 OPERATING GRANT | Omaha, NE | $1M | 2022 |
| Justice For Our Neighbors NebraskaUNACCOMPANIED CHILDREN | Omaha, NE | $999K | 2022 |
| Omaha Symphony AssociationPERMANENTLY RESTRICTED ENDOWMENT FUND | Omaha, NE | $991K | 2022 |
| Nebraska Children & Families FoundationCOMMUNITY WELL BEING - SYSTEM OF CARE 2021 - 2022 | Lincoln, NE | $976K | 2022 |
| University Of Nebraska FoundationMONROE-MEYER INSTITUTE | Lincoln, NE | $967K | 2022 |
| University Of Nebraska FoundationNEBRASKA COLLEGE PREPARATORY ACADEMY | Lincoln, NE | $963K | 2022 |
| Douglas County School District # 001OPS EDUCATIONAL PRIORITES | Omaha, NE | $948K | 2022 |
| Collective For Youth2023/2024 MIDDLE SCHOOL PROGRAMS | Omaha, NE | $905K | 2022 |
| Douglas County School District # 001SPECIAL EDUCATION CAREER LADDER | Omaha, NE | $882K | 2022 |
| Douglas County NeREENTRY SERVICES INITIATIVE | Omaha, NE | $852K | 2022 |
| Avenue ScholarsOPERATING FUNDS FOR 2021/2022 | Omaha, NE | $850K | 2022 |
| Nebraska Youth Justice InitiativeOPERATING FUNDS | Omaha, NE | $825K | 2022 |
| Omaha Parks FoundationMEMORIAL PARK CONCERT 2022 | Omaha, NE | $800K | 2022 |
| Health Center Association Of NebraskaCONNECTING NEBRASKANS TO COVERAGE AND CARE | Omaha, NE | $750K | 2022 |
| Women'S Fund Of OmahaFREEDOM FROM VIOLENCE | Omaha, NE | $722K | 2022 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2018-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
| 2016-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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