OMAHA, NE

Walter Scott Family Foundation

Quick Facts

EIN: 471116371
Location: OMAHA, NE
Category: Philanthropy & Grantmaking
Total Assets: $2.8B
Annual Income: $7.1B
IRS Ruling Year: 2014
Organization Type: Trust
Principal Officer: % Christi Annin
Tax Deductibility: Contributions are deductible

About This Foundation

Walter Scott Family Foundation is a private trust based in OMAHA, NE. The foundation received its IRS ruling in 2014. The principal officer is % Christi Annin. It holds total assets of $2.8B. Annual income is reported at $7.1B. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.

View 990 Filings

Financial Overview

Total Giving

$157M

2023+51%

Total Assets

$1.6B

2023+115%

Fair Market Value

$2.2B

2023

Net Worth

$1.6B

2023

Grants Paid

$145.6M

2023

Contributions

$736.4M

2023

Net Investment Income

$28.9M

2023

Distribution Amount

$84.3M

2023

Total Giving by Year

$309K

$2.6M

$69.1M

$73.1M

$19.3M

$104M

$157M

Asset Growth

$7.1M

$31.6M

$525M

$596.6M

$799M

$733.3M

$1.6B

Investment Portfolio (2023)

Total: $1.3B

Corporate Stock: $885.7M

Corporate Bonds: $371.3M

Other Investments: $151.3M

Cash: $176K

Corporate Stock (63%)

Corporate Bonds (26%)

Other Investments (11%)

Cash (0%)

Expense Breakdown (2023)

Grants Paid$145.6M

Legal Fees$21K

Accounting Fees$18K

Revenue Sources (2023)

Contributions: $736.4M
Dividends: $21.4M
Other Income: $10M
Capital Gains (Net): $-5,278,322

Financial Details (2023)

Total Revenue: $762.5M
Total Expenses: $157M
Exempt Purpose Expenses: $148.9M
Required Distribution: $84.3M
Undistributed Income: $0
Grants Approved (Future): $6.2M
Total Liabilities: $1
Excise Tax: $402K

Foundation Classification (2023)

Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings

Grantmaking Insights

Total Grants

Total Giving

$145.6M

Average Grant

$2.9M

Median Grant

$500K

Grant Range

Min$5K

Max$51.6M

Median: $500K

Smallest grantLargest grant

Geographic Distribution of Grants

AK: $500K (1)

MN: $20K (1)

NY: $5K (1)

MA: $87K (1)

IA: $500K (1)

OH: $5K (1)

CA: $138K (1)

CO: $52K (1)

NE: $141.5M (36)

DC: $2.5M (3)

KS: $20K (1)

HI: $250K (1)

TX: $10K (1)

NE$141.5M (36)

DC$2.5M (3)

AK$500K (1)

IA$500K (1)

HI$250K (1)

CA$138K (1)

Past Grantees

Recipient	Location	Amount	Year
Suzanne & Walter Scott FoundationGENERAL OPERATING SUPPORT	Omaha, NE	$51.6M	2023
Downtown Riverfront TrustCAPITAL CAMPAIGN	Omaha, NE	$25.1M	2023
Opas FoundationCAPITAL CAMPAIGN	Omaha, NE	$15.1M	2023
University Of Nebraska FoundationCAPITAL CAMPAIGN	Lincoln, NE	$10M	2023
Joslyn Art MuseumCAPITAL CAMPAIGN	Omaha, NE	$8M	2023
Mental Health Innovation FoundationCAPITAL CAMPAIGN	Omaha, NE	$6M	2023
Omaha Discovery TrustCAPITAL CAMPAIGN	Omaha, NE	$3M	2023
Community AllianceCAPITAL CAMPAIGN	Omaha, NE	$3M	2023
Child Saving InstituteCAPITAL CAMPAIGN	Omaha, NE	$3M	2023
Omaha Symphony AssociationGENERAL OPERATING SUPPORT	Omaha, NE	$2M	2023
Us Chamber Of Commerce FoundationCAPITAL CAMPAIGN	Washington, DC	$2M	2023
Central Community College FoundationCAPITAL CAMPAIGN & SCHOLARSHIPS	Hastings, NE	$1.1M	2023
Duchesne Academy Of The Sacred HeartCAPITAL CAMPAIGN	Omaha, NE	$1M	2023
Lake Cunningham Development TrustCAPITAL CAMPAIGN	Omaha, NE	$1M	2023
Singer FoundationGENERAL OPERATING SUPPORT	Omaha, NE	$1M	2023
Brownell Talbot SchoolCAPITAL CAMPAIGN	Omaha, NE	$1M	2023
Strategic Air Command & Aerospace MuseumGENERAL OPERATING SUPPORT	Ashland, NE	$998K	2023
Metropolitan Entertainment & Convention Authority (Dba Meca)CAPITAL CAMPAIGN	Omaha, NE	$997K	2023
Habitat For Humanity Of OmahaCAPITAL CAMPAIGN	Omaha, NE	$997K	2023
Children'S Hospital & Medical Center FoundationCAPITAL CAMPAIGN	Omaha, NE	$820K	2023
Northstar FoundationNEXT GENERATION & CAPITAL CAMPAIGN	Omaha, NE	$750K	2023
Southeast Community College Educational FoundationSCHOLARSHIPS	Lincoln, NE	$688K	2023
Share GoodGENERAL OPERATING SUPPORT	Omaha, NE	$575K	2023
Metropolitan Community College FoundationCAPITAL CAMPAIGN AND SCHOLARSHIPS	Omaha, NE	$530K	2023
11th Street EnterprisesCAPITAL CAMPAIGN	Omaha, NE	$500K	2023
Museum Of Nebraska ArtCAPITAL CAMPAIGN	Kearney, NE	$500K	2023
Alaska Raptor CenterCAPITAL CAMPAIGN	Sitka, AK	$500K	2023
Strategic Air Command & Aerospace MuseumGENERAL OPERATING SUPPORT	Ashland, NE	$500K	2023
Us Chamber Of Commerce FoundationCAPITAL CAMPAIGN	Washington, DC	$500K	2023
Ignite PathwaysCAPITAL CAMPAIGN	Woodbine, IA	$500K	2023
Omaha Symphony AssociationGENERAL OPERATING SUPPORT	Omaha, NE	$500K	2023
Project HarmonyCAPITAL CAMPAIGN	Omaha, NE	$320K	2023
Wm Keck ObservatoryPROGRAM SUPPORT	Kamuela, HI	$250K	2023
The Durham MuseumCAPITAL CAMPAIGN	Omaha, NE	$250K	2023
Nebraska Methodist Hospital FoundationNEXT GENERATION	Omaha, NE	$200K	2023
University Of Nebraska FoundationNEXT GENERATION & SCHOLARSHIPS	Lincoln, NE	$158K	2023
Seal Family FoundationEVENT & NEXT GENERATION	Carlsbad, CA	$138K	2023
Omaha Parks Foundation IncNEXT GENERATION	Omaha, NE	$100K	2023
Northeast Community College FoundationSCHOLARSHIPS	Norfolk, NE	$91K	2023
Massachusetts Institute Of TechNEXT GENERATION	Cambridge, MA	$87K	2023
Csu StrataCAPITAL CAMPAIGN	Fort Collins, CO	$52K	2023
Omaha Crime StoppersPROGRAM SUPPORT	Omaha, NE	$50K	2023
Westside Community Schools Foundation IncNEXT GENERATION	Omaha, NE	$20K	2023
Blue Valley Educational FoundationNEXT GENERATION	Overland Park, KS	$20K	2023
Footprint ProjectNEXT GENERATION	Eagan, MN	$20K	2023
American Academy Of DiplomacyPROGRAM SUPPORT	Washington, DC	$11K	2023
The Hub Houston IncNEXT GENERATION	Houston, TX	$10K	2023
Westwood Community Church Reformed Church In AmericanNEXT GENERATION	Omaha, NE	$10K	2023
DonorschooseorgNEXT GENERATION	New York, NY	$5K	2023
Miami Valley Child Development Centers IncNEXT GENERATION	Dayton, OH	$5K	2023