Burlington Capital Foundation
Burlington Capital Foundation is a private foundation based in Omaha, Nebraska. It supports organizations whose work it describes as having direct, clear effects on people and communities, with a stated focus on Military/Veteran, Education, Arts, and Community Improvement.
Burlington Capital Foundation at a glance
In short: Burlington Capital Foundation gave $304K across 27 grants in 2024 (avg $11K), mostly in Nebraska. 48% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $303,724
- -44.3% vs 2023
- Grants made (2024)
- 27
- -22.9% vs 2023
- Average grant
- $11,249
- -27.9% vs 2023
- Median grant
- $5,000
- Total assets
- $1,062,407
- -17.6% vs 2023
- New grantees (estimate)
- 48% first-time grantees (13 of 27, 2024)
- Primary geography
- Nebraska (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Burlington Capital Foundation
- How to Apply
-
The foundation does not restrict giving to preselected organizations. Requests should be submitted in letter form and include general information about the organization and its activities, the amount requested, and confirmation of 501(c)(3) status. Award restrictions are set at the discretion of the board; the foundation says decisions may be affected by available funding and the recipient organization’s mission. It excludes, among others, individuals, organizations not determined by the IRS to be 501(c)(3) tax-exempt, endowment funds, and requests for fundraising event tickets or sponsorships.
- Review Cycle
- The Foundation Committee meets on the third Thursday of March, June, September, and December. Requests should be submitted at least one week before a scheduled meeting; the website notes that the schedule may change slightly.
- Deadline
- The Foundation Committee meets on the third Thursday of March, June, September, and December.
- Contact
Application contact: Lisa Y Roskens
Mailing address: 1004 Farnam Street Suite 400, Omaha, NE 68102
Phone: (402) 444-1630
Website: https://burlingtoncapital.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Burlington Capital Foundation
Who Burlington Capital Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Yanney Heritage Park ($100K). Together the top 10 received $264K.
Grant Size Distribution
127 grants across all recorded years
The most common grant size was under $50K: 110 grants of 127 (87%).
Geographic Focus
Where this funder awards grants
The foundation states that it focuses its gifts in Nebraska and Iowa. It considers national organizations when their programs address needs in those areas and encourages Burlington Capital employees to apply for organizations serving their communities outside the region. All grant dollars reported for 2024 went to recipients in Nebraska.
Grant Distribution by State
Share of 2024 grant dollars across all 27 itemized grants.
Cities
Is Burlington Capital Foundation open to new grantees?
48%
first-time grantees, 2024
In 2024, 13 of 27 grantees (48%) were first-time recipients. First grants averaged $4K; repeat grants $18K. How we count
Medians: $3K first-time, $5K repeat.
- 33% of 2024 grantees were also funded in 2023. Method
- Giving fell 31% from 2021 to 2024. Method
- In 2024 it paid out 391% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $304K (2024) to $546K (2023). In 2024 it made 27 grants totaling $304K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Yanney Heritage Park Kearney, NE | Support for Operations | $100,000 |
| Partnership 4 Kids Omaha, NE | Support for Operations | $51,349 |
| Nebraska Workforce Development Co United Way Omaha, NE | Support for Operations | $45,000 |
| Consortium of Dementia Alternatives Omaha, NE | Support for Operations | $20,000 |
| Lincoln Crossroads Festival Lincoln, NE | Support for Operations | $10,125 |
| Lake Cunningham Development Trust Omaha, NE | Support for Operations | $10,000 |
| Omaha Equestrian Foundation Omaha, NE | Support for Operations | $10,000 |
| Education Rights Counsel Omaha, NE | Support for Operations | $7,500 |
| Restoring Dignity Omaha, NE | Support for Operations | $5,000 |
| Heart Ministry Center Omaha, NE | Support for Operations | $5,000 |
Ready to take the next step with Burlington Capital Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,062,407 | $174,796 | $406,134 | $303,724 | 27 | $303,724 | $95,424 | $77,708 |
| 2023 | $1,288,691 | $83,099 | $776,961 | $545,750 | 35 | $545,750 | $69,886 | $98,104 |
| 2022 | $1,684,519 | $7,076 | $436,234 | $432,000 | 17 | $432,000 | $7,021 | $96,597 |
| 2021 | $2,113,677 | $4,601 | $440,488 | $439,862 | 24 | $439,862 | $5,129 | $115,757 |
| 2020 | $2,549,564 | $2,011 | $439,223 | $435,800 | 24 | — | $1,769 | $139,291 |
Under IRS private-foundation payout rules, Burlington Capital Foundation reported a distributable amount of $78K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation says it seeks to apply its parent company’s investment philosophy to investing in organizations with direct and clear community impact. Its website lists Military/Veteran, Education, Arts, and Community Improvement as its main areas of focus. A separate grant-program description also lists senior communities.
The 2024 grantees illustrate a range of supported work. Partnership 4 Kids describes its mission as supporting students from preschool through graduation with individualized support, career exploration, and scholarships. Restoring Dignity says it advocates for housing equity for Omaha’s refugee communities. Heart Ministry Center describes its work as providing food, healthcare, and support to people severely affected by poverty in the Omaha area. Other 2024 grantees include organizations whose stated missions involve cultural programming, community recreation, and the arts.
Grantmaking
In 2024, the foundation reported 27 grants totaling $303,724. Grant amounts ranged from $1,000 to $100,000, with a median of $5,000. The listed grants were for operational support.
The largest 2024 awards included $100,000 to Yanney Heritage Park, $51,349 to Partnership 4 Kids, $45,000 to Nebraska Workforce Development Co United Way, and $20,000 to Consortium of Dementia Alternatives. Other listed awards included $10,125 to Lincoln Crossroads Festival and $10,000 each to Lake Cunningham Development Trust and Omaha Equestrian Foundation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Lisa Y. Roskens as president, Michael J. Draper as secretary/treasurer, and Michael B. Yanney as director.
Burlington Capital Foundation is led by Lisa Y. Roskens, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Lisa Y. Roskens
President
On filings since 2020
0.1 hrs/week
No compensation reported
Michael B. Yanney
Director
On filings since 2020
0.1 hrs/week
No compensation reported
Michael J. Draper
Secretary & Treasurer
On filings since 2020
0.1 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Burlington Capital Foundation
How much does Burlington Capital Foundation give each year?
Burlington Capital Foundation gave $304K across 27 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $546K across 35 grants.
What is Burlington Capital Foundation's typical grant size?
Burlington Capital Foundation's median grant in 2024 was $5,000, and its average grant was $11,249, across 27 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Burlington Capital Foundation that year got $4K on average.
Where does Burlington Capital Foundation give grants?
Burlington Capital Foundation gives mostly in Nebraska: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Omaha, NE (19 grants), Lincoln, NE (3 grants) and Kearney, NE (2 grants).
Does Burlington Capital Foundation give general operating support?
Not in 2024: none of the 27 grants with a stated purpose on Burlington Capital Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support for Operations" (27 grants).
Who are Burlington Capital Foundation's largest grantees?
Burlington Capital Foundation's largest 2024 grantees include Yanney Heritage Park ($100,000), Partnership 4 Kids ($51,349) and Nebraska Workforce Development Co United Way ($45,000), according to its 2024 IRS Form 990-PF. Together they received 65% of its itemized 2024 grant dollars.
How large is Burlington Capital Foundation?
Burlington Capital Foundation reported $1.1M in total assets on its 2024 IRS Form 990-PF. It paid out $304K in qualifying distributions that year, against a required minimum of $78K (roughly 5% of its investment assets).
What does Burlington Capital Foundation fund?
The foundation says it seeks to apply its parent company’s investment philosophy to investing in organizations with direct and clear community impact. Its website lists Military/Veteran, Education, Arts, and Community Improvement as its main areas of focus. See mission & focus areas ↑
How do I apply for a grant from Burlington Capital Foundation?
The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Burlington Capital Foundation's EIN?
Burlington Capital Foundation's EIN (Employer Identification Number) is 01-0658759. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Burlington Capital Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Burlington Capital Foundation funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/burlington-capital-foundation-morg_d1503a1bf9144fc7bd55bd332674b6e7
BibTeX
@misc{grantable_010658759_2026,
author = {{Grantable}},
title = {{Burlington Capital Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/burlington-capital-foundation-morg_d1503a1bf9144fc7bd55bd332674b6e7},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Burlington Capital Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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