2024-05-09T06:11:30-07:00 2023-12-31 470382823 Cline Williams Wright Johnson & Oldfather LLP 233 S 13th St 1900 US Bank Building Lincoln NE 68508 990PF 2023-01-01 206092468 Mary F Tous Charitable Foundation MARY 4024746900 c/o Sean D White 233 S 13th St Lincoln NE 685082095 Andrew J Kafka Vice Pres & Trust Officer 4024746900 2024-04-11 true Andrew Kafka XXX-XX-XXXX true Sean D White P01949751 4024746900 2024-05-09 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 4097702 X X 114652 114652 237885 1071981 237885 0 376 376 352913 352913 36289 36289 3181 3181 0 0 1012 1012 1474 1474 0 0 41956 2486 39470 147000 147000 188956 2486 186470 163957 350427 133771 187039 187039 0 0 1425243 1124685 2082958 1532317 1940675 1827705 0 0 0 0 0 0 3091331 3252399 4097702 0 0 0 0 0 X 3091331 3252399 3091331 3252399 3091331 3252399 3091331 163957 3255288 2889 3252399 Long-term gain - see attached P 2021-01-01 2023-12-31 1071901 0 834096 237805 0 0 0 237805 Long-term capital gain dividends - see attached P 2021-01-01 2023-12-31 80 0 0 80 0 0 0 80 237885 4871 0 4871 0 4871 2915 2915 2915 1956 0 false false false false false false false true true NE true false false false false true N/A Union Bank & Trust Company Trustee 4023231828 PO Box 82535 Lincoln NE 685012535 false false false false true false false false false true 2023 true false false false false false false true false false false false false false false Union Bank & Trust Company 6801 Pine Lake Rd Lincoln NE 685012535 Trustee 2.00 31789 0 0 Wanda Marget 233 S 13th St Ste 1900 Lincoln NE 68508 Advisor 1.00 1500 0 0 Derek Betka 233 S 13th St Ste 1900 Lincoln NE 68508 Advisor 1.00 1500 0 0 Christian A Gangstad 233 S 13th St Ste 1900 Lincoln NE 68508 Advisor 1.00 1500 0 0 NONE 0 NONE 0 3777321 201888 0 3979209 0 3979209 59688 3919521 195976 195976 4871 4871 191105 191105 191105 186470 186470 191105 196748 0 0 0 0 0 0 186470 186470 0 0 0 0 0 0 10278 191105 0 0 0 0 0 0 0 X Refer to attached Exhibit Lincoln NE 68508 Refer toAttachedExhi Refer toAttached Exhibit 147000 147000 14 114652 18 237885 352537 352537 1 N/A false false false false false false false false false false Securities 1071981 834096 237885 Union Bank, Acct 8507, Fixed 1940675 1827705 Union Bank, Acct 8507, Equity 1124685 2082958 Cline Williams Law Firm legal services 3181 Book value adjustment 2889 Cap gain distributions-Sec 1250 76 76 Cap gain distributions-Sec 897 300 300 Foreign Taxes 480 480 Foreign Tax - Qual Div 533 533 Foreign Taxes - nonqualified 461 461