2024-05-23T08:33:23-05:00 2023-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990PF 2023-01-01 363705723 GARDNER FOUNDATION GARD 4022872538 307 MAIN ST WAKEFIELD NE 68784 LESLIE BEBEE EXECUTIVE DIRECTOR 4022872538 2024-05-22 1 LESLIE BEBEE 999009999 0 HANNAH GOSCHA P02133534 4024968800 2024-05-21 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 26830356 X X 74752 74752 506009 506009 337939 1167178 337939 4771 0 923471 918700 69000 0 0 96977 0 0 130 0 0 19170 0 0 145344 145344 0 14122 14122 0 46550 20279 0 2131 0 4544 0 0 36965 0 0 6 0 0 50706 0 0 485645 179745 0 1356056 1356056 1841701 179745 1356056 -918230 738955 1191653 911389 911389 14512526 14673435 18352349 6417839 6076997 7564696 126308 93328 35111 32980 1922 22157129 21694801 26830356 6541 6541 6541 6541 X 0 0 12000500 12000500 10150088 9687760 22150588 21688260 22157129 21694801 22150588 -918230 455902 21688260 0 21688260 EGERTON CAPITAL PARTNERS P -845 -845 EGERTON CAPITAL PARTNERS P 88196 88196 PUBLICLY TRADED SECURITIES P 252561 282310 -29749 -29749 PUBLICLY TRADED SECURITIES P 859095 634280 224815 224815 CAPITAL GAINS DIVIDENDS P 55522 55522 55522 337939 10271 0 10271 0 10271 16950 0 0 0 16950 X 15 6664 6664 0 0 0 0 0 0 0 0 0 0 0 1 1 NE 1 0 0 0 0 1 N/A LESLIE A BEBEE 4022872538 307 MAIN ST WAKEFIELD NE 68784 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LESLIE A BEBEE 1202 MAIN ST WAKEFIELD NE 68784 EXECUTIVE DIRECTOR 30.00 45000 0 0 DAVID J GARDNER 26 GOAT ISLAND PLACE SHELDON SC 29941 TRUSTEE 10.00 12000 0 0 KIRK N GARDNER 19541 BLONDO PARKWAY ELKHORN NE 68022 TRUSTEE 10.00 12000 0 0 NONE 0 NONE 0 NONE - OTHER THAN CONTRIBUTIONS PAID (SEE PART XV) 0 0 26993656 1100835 90250 28184741 0 0 28184741 422771 27761970 1388099 1388099 10271 10271 1377828 0 1377828 0 1377828 1356056 0 1356056 1377828 1356047 0 0 1356056 1356047 0 0 9 0 0 0 0 0 0 0 0 1377819 0 0 0 LESLIE A BEBEE DAVID J GARDNER KIRK N GARDNER BOARD OF TRUSTEES GARDNER FOUNDATIO P O BOX 629 WAKEFIELD NE 68784 4022872538 USE GARDNER FOUNDATION GRANT APPLICATION. NONE. AS OUTLINED IN GARDNER FOUNDATION POLICY STATEMENT; CANNOT RESUBMIT IF REJECTED WITHIN 1 YEAR. DIOCESE OF CHARLESTONCATHOLIC COMM FDTN 901 ORANGE GROVE ROAD CHARLESTON SC 29407 NONE 501 C (3) CAPITAL CAMPAIGN 50000 EMERSON HUBBARD SCHOOL PO BOX 9 EMERSON NE 68733 NONE 501 C (3) ONE BOOK, ONE SCHOOL PROGRAM 545 LITTLE RED HEN THEATRE 316 MAIN STREET WAKEFIELD NE 68784 NONE 501 C (3) OUTREACH 75000 OMAHA PACESETTER 7617 N 153RD CIRCLE BENNINGTON NE 68007 NONE 501 C (3) BASEBALL PROGRAM 9000 PROVIDENCE MEDICAL FOUNDATION 1200 PROVIDENCE ROAD WAYNE NE 68787 NONE 501 C (3) ANNUAL GALA & SURGERY DEPT 35000 QUILTS OF VALOR FOUNDATION PO BOX 191 WINTERSET IA 50273 NONE 501 C (3) QUILTS FOR VETERANS 10000 ST PETER'S CATHOLIC CHURCH 70 LADYS ISLAND DRIVE BEAUFORT SC 29902 NONE 501 C (3) TUITION ASSISTANCE 40000 ST PETER'S CATHOLIC CHURCH 70 LADYS ISLAND DRIVE BEAUFORT SC 29902 NONE 501 C (3) LEARNING CENTER 30000 WAKEFIELD COMMUNITY SCHOOL 802 HIGHLAND ST WAKEFIELD NE 68784 NONE 501 C (3) SCHOOL FUNDRAISING 16989 WAKEFIELD HEALTH CARE 306 ASH STREET WAKEFIELD NE 68784 NONE 501 C (3) NEW SIDEWALK 8000 WAYNE STATE FOUNDATION 1111 MAIN STREET WAYNE NE 68787 NONE 501 C (3) VOLLEYBALL PROGRAM 16000 WAYNE STATE FOUNDATION 1111 MAIN STREET WAYNE NE 68787 NONE 501 C (3) BASEBALL PROGRAM 30000 WAYNE STATE FOUNDATION 1111 MAIN STREET WAYNE NE 68787 NONE 501 C (3) SCHOLARSHIPS 75000 WAYNE STATE FOUNDATION 1111 MAIN STREET WAYNE NE 68787 NONE 501 C (3) NEW COMPLEX & RENOVATION 5003 WAYNE STATE FOUNDATION 1111 MAIN STREET WAYNE NE 68787 NONE 501 C (3) SCHOLARSHIPS 890519 ST PETER'S CATHOLIC CHURCH 70 LADYS ISLAND DRIVE BEAUFORT SC 29902 NONE 501 C (3) OUTDOOR LIGHTING 30000 ALLEN CONSOLIDATED SCHOOLS 126 E 5TH ST ALLEN NE 68710 NONE 501 C (3) OUTDOOR GAMES 20000 MID-AMERICA COUNCIL BSA 12401 W MAPLE RD OMAHA NE 68164 NONE 501 C (3) YEARLY DRIVE 5000 HARRISON'S PLAYMAKERS 921 S 198TH STREET OMAHA NE 68022 NONE 501 C (3) SPORTS CAMPS 10000 1356056 DIOCESE OF CHARLESTONCATHOLIC COMM FDTN 901 ORANGE GROVE ROAD CHARLESTON SC 29407 NONE 501 C (3) GENERAL FUND 50000 WAYNE STATE FOUNDATION 1111 MAIN STREET WAYNE NE 68787 NONE 501 C (3) OUTREACH 788250 838250 14 74752 14 506009 01 4771 18 337939 0 923471 0 923471 0 0 0 0 0 0 0 0 0 0 LUTZ & COMPANY PC 19170 0 0 BUILDING 1992-12-31 20000 15125 SL 40.000000000000 500 0 BUILDING 1993-12-31 44000 32450 SL 40.000000000000 1100 0 EQUIPMENT 1992-12-31 4150 4150 SL 5.000000000000 0 0 EQUIPMENT 1993-12-31 16119 16119 SL 5.000000000000 0 0 LAND 1992-10-01 5000 L 0 0 FILE CABINETS 1994-01-20 261 261 SL 7.000000000000 0 0 OFFICE FURNITURE 1994-02-22 1467 1467 SL 7.000000000000 0 0 PHONES 1994-03-08 423 423 SL 7.000000000000 0 0 CREDENZA 1994-03-08 446 446 SL 7.000000000000 0 0 OFFICE FURNITURE - SIDE RETURN 1994-03-22 1604 1604 SL 7.000000000000 0 0 FILE CABINETS 1994-08-15 1370 1370 SL 7.000000000000 0 0 DESK & TABLE 1994-12-19 394 394 SL 7.000000000000 0 0 PICTURE 1994-12-27 394 394 SL 7.000000000000 0 0 COMPUTER 1994-02-16 2354 2354 SL 5.000000000000 0 0 LASER PRINTER 1994-04-20 1087 1087 SL 5.000000000000 0 0 BACK-UP SYSTEM 1994-11-16 578 578 SL 5.000000000000 0 0 3 TABLES-NE CHAMB COMM & IND 1995-01-24 960 960 SL 7.000000000000 0 0 TELEVISION 1995-05-15 391 388 SL 7.000000000000 0 0 COMPUTER EQUIPMENT 1995-07-25 428 428 SL 5.000000000000 0 0 DRIVEWAY 1997-12-24 2432 2432 SL 20.000000000000 0 0 COMPUTER 2000-12-13 1200 1200 SL 5.000000000000 0 0 ROOF 2008-10-07 21250 7567 SL 40.000000000000 531 0 MITCHELL CAPITAL MANAGED 2533931 4318982 SECURITY NATIONAL BANK AGENCY ACCOUNT 12139504 14033367 EGERTON CAPITAL PARTNERS, LP AT COST 5076977 5332830 VARIABLE ANNUITY AT COST 1000020 2231866 BUILDING 20000 15625 4375 BUILDING 44000 33550 10450 EQUIPMENT 4150 4150 0 EQUIPMENT 16119 16119 0 LAND 5000 0 5000 FILE CABINETS 261 261 0 OFFICE FURNITURE 1467 1467 0 PHONES 423 423 0 CREDENZA 446 446 0 OFFICE FURNITURE - SIDE RETURN 1604 1604 0 FILE CABINETS 1370 1370 0 DESK & TABLE 394 394 0 PICTURE 394 394 0 COMPUTER 2354 2354 0 LASER PRINTER 1087 1087 0 BACK-UP SYSTEM 578 578 0 3 TABLES-NE CHAMB COMM & IND 960 960 0 TELEVISION 391 388 3 COMPUTER EQUIPMENT 428 428 0 DRIVEWAY 2432 2432 0 COMPUTER 1200 1200 0 ROOF 21250 8098 13152 LEGAL EXPENSES 130 0 0 DUES 68 0 0 INSURANCE 2099 0 0 OFFICE EXPENSE 1067 0 0 REPAIRS & MAINTENANCE 451 0 0 OTHER BUSINESS INCOME (LOSS) FROM EGERTON K-1 18177 0 0 LABOR 280 0 0 MISC. EXPENSE 23573 0 0 SECTION 988 LOSS 4991 0 0 SECTION 988 GAIN FROM EGERTON K-1 0 0 0 OTHER INCOME 4771 0 4771 FMV TO BASIS ADJUSTMENT FOR DONATED SECURITIES 455902 PAYROLL TAXES WITHHELD 1806 1806 PAYROLL LIABILITIES 4735 4735 INVESTMENT ADVISORY FEES 145344 145344 0 FOREIGN TAX 20279 20279 0 PAYROLL TAXES 5279 0 0 EXCISE TAX 20992 0 0