2024-06-07T11:31:39-05:00 2023-12-31 990PF 2023-01-01 204896971 THE CHIEF FOUNDATION INC CHIE 3083897200 PO BOX 2078 GRAND ISLAND NE 688022078 CHERYL VAJGRT SECRETARY/ TREASURER 3083897200 2024-06-07 CHERYL VAJGRT XXX-XX-XXXX 1 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2338451 X 500000 57540 57540 -69248 1490530 0 488292 57540 0 0 0 4226 908 0 7864 7864 0 12090 8772 0 114166 114166 126256 8772 114166 362036 48768 28070 35409 35409 13902 47598 47598 1661786 2255444 2255444 1703758 2338451 2338451 0 0 X 1703758 2338451 1703758 2338451 1703758 2338451 1703758 362036 272657 2338451 0 2338451 TD AMERITRADE 2023-01-27 2023-03-13 217444 231671 -14227 -14227 TD AMERITRADE 2019-06-25 2023-03-13 549852 591921 -42069 -42069 CHARLES SCHWAB 2023-10-18 2023-11-09 505345 526987 -21642 -21642 CHARLES SCHWAB 2019-01-01 2023-11-09 203911 209199 -5288 -5288 Capital Gains Dividends P 13978 13978 13978 -69248 678 0 678 0 678 1500 0 0 0 1500 0 822 822 0 0 0 0 0 0 0 0 0 0 0 1 1 NE 1 0 1 0 0 1 N/A CHERYL VAJGRT 3083897200 PO BOX 2078 GRAND ISLAND NE 68802 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 DJ EIHUSEN 111 SANDBAR LANE PHILLIPS NE 68865 PRESIDENT 0.00 0 0 0 CHERYL VAJGRT 1934 FREEDOM DRIVE GRAND ISLAND NE 68803 SECRETARY / TREASURER 0.00 0 0 0 SUSAN ALBERS 2001 W CHARLES GRAND ISLAND NE 68803 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION IS ORGANIZED EXCLUSIVELY TO RECEIVE AND ADMINISTER FUNDS FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, AND LITERARY PURPOSES. 114166 0 1976950 141623 0 2118573 0 0 2118573 31779 2086794 104340 104340 678 678 103662 0 103662 0 103662 114166 0 114166 103662 4572 0 0 114166 4572 0 0 103662 5932 0 0 5932 0 0 0 0 0 0 0 5932 5932 THE CHIEF FOUNDATION CO CHERYL VAJG PO BOX 2078 GRAND ISLAND NE 68802 3083897200 WRITTEN APPLICATION WITH APPROPRIATE DOCUMENTATION NONE GRANTS WILL BE MADE TO ORGANIZATIONS THAT ARE TAX-EXEMPT AS DEFINED IN SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE. CENTRAL CATHOLIC DEVELOPMENT FOUNDATION 1200 NORTH RUBY AVE GRAND ISLAND NE 68803 PRIVATE FOUNDATION CAPITAL ASSET SUPPORT FOR COMMUNITY 50000 CENTRAL COMMUNITY COLLEGE FOUNDATION 201 FOUNDATION PLACE STE 200 HASTINGS NE 68901 PRIVATE FOUNDATION CAPITAL ASSET SUPPORT FOR COMMUNITY 12500 GRACE JACKSON 9377 N 200 W WHEATFIELD IN 46392 INDIVIDUAL SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION 7500 MALLORY MOORMAN 503 A STREET GLENVIL NE 68941 INDIVIDUAL SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION 7500 MARY LANNING HEALTHCARE FOUNDATION 741 N DENVER AVE HASTINGS NE 68901 PRIVATE FOUNDATION CAPITAL ASSET SUPPORT FOR COMMUNITY 16666 MARY WILES 355 PELHAM AVE GILTNER NE 68841 INDIVIDUAL SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION 2500 SAMANTHA REIMERS 1038 SHERIDAN AVE GRAND ISLAND NE 68803 INDIVIDUAL SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION 5000 TESSA ELDRIDGE 307 WEST 8TH ST LEXINGTON NE 68850 INDIVIDUAL SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION 2500 YMCA OF HASTINGS NEBRASKA PO BOX 1065 HASTINGS NE 68902 PRIVATE FOUNDATION CAPITAL ASSET SUPPORT FOR COMMUNITY 10000 114166 CENTRAL CATHOLIC DEVELOPMENT FOUNDATION 1200 NORTH RUBY AVE GRAND ISLAND NE 68803 PRIVATE FOUNDATION CAPITAL ASSET SUPPORT FOR COMMUNITY 150000 GRACE JACKSON 9377 N 200 W WHEATFIELD IN 46392 INDIVIDUAL SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION 15000 MALLORY MOORMAN 503 A STREET GLENVIL NE 68941 INDIVIDUAL SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION 22500 MARY LANNING HEALTHCARE FOUNDATION 741 N DENVER AVE HASTINGS NE 68901 PRIVATE FOUNDATION CAPITAL ASSET SUPPORT FOR COMMUNITY 16667 SAMANTHA REIMERS 1038 SHERIDAN AVE GRAND ISLAND NE 68803 INDIVIDUAL SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION 10000 TESSA ELDRIDGE 307 WEST 8TH ST LEXINGTON NE 68850 INDIVIDUAL SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION 2500 SEWARD WELLNESS CENTER 612 SEWARD ST SEWARD NE 68434 PRIVATE FOUNDATION CAPITAL ASSET SUPPORT FOR COMMUNITY 10000 226667 57540 -69248 0 0 -11708 -11708 4 DIVIDENDS AND INTEREST EARNED ON SECURITIES IS USED TO PROVIDE CHARITABLE GRANTS TO WORTHY TAX EXEMPT ORGANIZATIONS CARRYING ON RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL ACTIVITIES 0 0 0 0 0 0 0 0 0 0 X X 1 CHIEF INDUSTRIES INC PO BOX 2078 GRAND ISLAND NE 68802 500000 X AMERICAN FUNDS NEW WORLD F3 FMV 52615 52615 AMERICAN FUNDS US GOVERN FMV 203845 203845 AMERICAN FUNDS WASHINGTON MUTUAL F2 FMV 183479 183479 CLEARBRIDGE APPRECIATION FMV 103256 103256 DODGE & COX FUNDS INCOME INVESTOR FMV 305685 305685 DODGE & COX FUNDS STOCK INVESTOR FMV 97502 97502 JPMORGAN US QUALITY FMV 173828 173828 PGIM FUNDS SHORT TERM CORP BOND Z FMV 29026 29026 PGIM FUNDS TOTAL RET BOND Z FMV 111134 111134 PGIM ULTRA SHORT BOND FMV 50131 50131 PIMCO INCOME INSTL FMV 37449 37449 SCHWAB FUNDAMENTAL INL FMV 85202 85202 SPDR INDEX SHARES EMERG FMV 30913 30913 SPDR PORTFOLIO S&P 500 FMV 534628 534628 T. ROWE PRICE OVERSEAS STOCK FMV 200720 200720 THORNBURG FUNDS FMV 6703 6703 US TREAS BD FMV 49328 49328 ADMIN FEES 7864 7864 0 UNREALIZED GAIN (LOSS) ON INVESTMENT 272657 CHIEF INDUSTRIES INC PO BOX 2078 GRAND ISLAND NE 68802 TAXES 4226 908 0