2025-09-14T15:19:13-05:00 2024-12-31 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990PF 2024-01-01 263839487 CL WERNER FOUNDATION CLWE 4028071295 30809 REICHMUTH RD VALLEY NE 68064 MARY R WERNER PRESIDENT 4028071295 2025-09-12 1 1 MEGAN L KOZIOL CPA P01544037 4023302660 2025-09-12 2024 2025-03-06 01:10:19Z X 14708129 X X 19960 19960 414848 414848 363770 3504020 363770 83514 83514 882092 882092 0 0 0 2394 0 578 3000 300 2700 117684 63323 54361 23126 6589 0 8084 0 8084 1116 0 433 155404 70212 66156 2575245 3075245 2730649 70212 3141401 -1848557 811880 21818 134967 134967 13488567 11136413 12998642 558712 301628 298948 1103670 1253018 1275572 15172767 12826026 14708129 501169 2985 501169 2985 X 0 0 0 0 14671598 12823041 14671598 12823041 15172767 12826026 14671598 -1848557 0 12823041 0 12823041 PUBLICLY TRADED SECURITIES 2023-01-01 2024-12-31 3503323 3127188 376135 376135 PASSTHROUGH INVESTMENT - GRANITE CREEK P 2023-01-01 2024-12-31 13062 -13062 -13062 CAPITAL GAINS DIVIDENDS P 697 697 697 363770 11285 0 11285 0 11285 15200 0 5000 0 20200 76 8839 8839 0 0 0 0 0 0 0 0 0 0 0 1 1 NE 1 0 0 0 0 1 CLWERNERFOUNDATION.ORG CORNERSTONE LEGACY LLC 4028071295 30809 REICHMUTH ROAD VALLEY NE 68064 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CLARENCE L WERNER 30809 REICHMUTH ROAD VALLEY NE 68064 HONORARY CHAIR OF THE BOARD 0.50 0 0 0 MARY R WERNER 30809 REICHMUTH ROAD VALLEY NE 68064 PRESIDENT 0.50 0 0 0 STEFANIE K CHRISTENSEN 30809 REICHMUTH ROAD VALLEY NE 68064 SECRETARY AND TREASURER 1.00 0 0 0 JOE HARTNETT 30809 REICHMUTH ROAD VALLEY NE 68064 BOARD MEMBER 1.00 0 0 0 WESTLEY WERNER 30809 REICHMUTH ROAD VALLEY NE 68064 BOARD MEMBER 1.00 0 0 0 AARON LUTTRELL 30809 REICHMUTH ROAD VALLEY NE 68064 BOARD MEMBER 1.00 0 0 0 LYNDSIE VACANTI 30809 REICHMUTH ROAD VALLEY NE 68064 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 0 14222415 226036 1197288 15645739 0 0 15645739 234686 15411053 770553 770553 11285 11285 759268 0 759268 0 759268 3141401 0 3141401 759268 0 0 3561393 1449383 611675 826056 6448507 3141401 0 0 0 759268 2382133 0 0 8830640 0 0 0 0 0 0 3561393 5269247 1449383 611675 826056 2382133 CLARENCE L WERNER SARA KUCERA 30809 REICHMUTH ROAD VALLEY NE 68064 4028071295 GRANTS@CLWERNERFOUNDATION.ORG GRANT APPLICATIONS SHOULD BE SUBMITTED ONLINE AT WWW.CLWERNERFOUNDATION.ORG/GRANT-APPLICATION. REQUIRED SUBMISSION DOCUMENTS INCLUDE: 501(C)(3) CONFIRMATION LETTER, MOST RECENT FORM 990, ITEMIZED PROJECT BUDGET (IF APPLICABLE), CURRENT FINANCIAL STATEMENT, AN IMPACT LETTER SETTING FORTH HOW THE GRANT FUNDS WILL BENEFIT THE ORGANIZATION, AND ANY OTHER DOCUMENTS RELEVANT TO THE GRANT REQUEST. THE FOUNDATION WILL REVIEW GRANT REQUESTS ON A QUARTERLY BASIS IN JANUARY, APRIL, JULY AND OCTOBER. GRANT RECIPIENTS MUST TAKE A YEAR OFF FROM APPLYING AFTER THREE SUCCESSIVE YEARS OF FOUNDATION SUPPORT. AMERICAN CANCER SOCIETY PO BOX 24168 OMAHA NE 68124 PC HOPE LODGE UPDATES 100000 ANGELS AMONG US 220 NORTH 89TH STREET SUITE 101 OMAHA NE 68114 PC FAMILY ASSISTANCE 25000 AT EASE USA 10605 BURT CIRCLE OMAHA NE 68114 PC TREATMENT PROGRAMS 2 50000 AUTISM ACTION PARTNERSHIP 10909 MILL VALLEY ROAD SUITE 205 OMAHA NE 68154 PC DAUGHERTY MATCH -2ND GRANT 25000 AVENUE SCHOLARS 2121 NORTH 117TH AVENUE SUITE 220 OMAHA NE 68164 PC GENERAL SUPPORT 45000 BELLEVUE PUBLIC SCHOOLS FOUNDATION 2820 ARBORETUM DRIVE BELLEVUE NE 68005 PC ALIGNMENT MACHINE 15000 BOY SCOUTS OF AMERICA-MID-AMERICA COUNCIL 12401 WEST MAPLE ROAD OMAHA NE 681641853 PC EXPLORING PROGRAMS 15000 BOYS & GIRLS CLUBS OF THE MIDLANDS 2610 HAMILTON STREET OMAHA NE 68131 PC TEEN CENTER 25000 BRAVEBE CHILD ADVOCACY CENTER 5025 GARLAND STREET LINCOLN NE 68504 PC FAMILY ADVOCACY PROG 12500 CALL TO FREEDOM 1915 E 8TH STREET SUITE 100 SIOUX FALLS SD 57103 PC PREVENTION EDUCATION 10000 CHILD SAVING INSTITUTE 4545 DODGE STREET OMAHA NE 68132 PC ILS PROGRAM 25000 CHILDREN'S RESPITE CARE CENTER 5321 S 138TH STREET OMAHA NE 68137 PC 2024 GRANT 10000 COLLEGE OF SAINT MARY 7000 MERCY ROAD OMAHA NE 68106 PC OPERATION SMART 24 10000 COLORADO WEST CHRISTIAN SCHOOL 2705 SUNNYSIDE ROAD MONTROSE CO 81401 PC CWCS MULTI-PURPOSE 50000 COMMUNITY INFORMATION TRUST 10050 REGENCY CIRCLE SUITE 101 OMAHA NE 68114 PC OMA LIBRARY 2024 100000 COMPLETELY KIDS 2566 SAINT MARYS AVENUE OMAHA NE 68105 PC WEEKEND FOOD PROG 24 15000 COURT APPOINTED SPECIAL ADVOCATES FOR DOUGLAS COUNTY 2412 ST MARYS AVENUE OMAHA NE 681051632 PC 2024 GRANT 15000 CUES 2207 WIRT STREET OMAHA NE 68110 PC STEAM PROGRAMMING 10000 FOLDS OF HONOR FOUNDATION 5971 NORTH PATRIOT DRIVE OWASSA OK 74055 PC 24-25 SCHOLARSHIPS 25000 FOOD BANK FOR THE HEARTLAND 10525 J STREET OMAHA NE 68127 PC CAPITAL CAMPAIGN; MOBILE PANTRY PROGRAM 200000 FOSTER LOVE 7010 1/2 Q STREET OMAHA NE 68117 PC GENERAL SUPPORT 25000 FOUNDATION FOR LINCOLN PUBLIC 5905 O STREET LINCOLN NE 68510 PC STUDENT EMERGENCY 5000 FROM THE HEART PRODUCTIONS INC 1013 HARBOR BLVD 53 OXNARD CA 930351131 PC AMERICAN DREAM-CLAY 50000 GIRLS INC OF OMAHA 2811 NORTH 45TH STREET OMAHA NE 68104 PC STEM FOR GIRLS 10000 GRACE CANCER FOUNDATION 2319 N WEBB ROAD GRAND ISLAND NE 68803 PC PATIENT FINANCIAL 20000 HABITAT FOR HUMANITY-OMAHA 1229 MILLWORK AVENUE SUITE 301 OMAHA NE 68102 PC CAPIRANA PROJECT 12500 HEART MINISTRY CENTER 2222 BINNEY STREET OMAHA NE 68110 PC GENERAL SUPPORT 100000 HEARTLAND EQUINE THERAPEUTIC RIDING ACADEMY-HETRA 10130 S 222ND STREET GRETNA NE 68028 PC RIDING/THERAPY SERV 15000 HEARTLAND FAMILY SERVICES 2101 SOUTH 42ND STREET OMAHA NE 68105 PC HOUSING SANCTUARY 30000 HEARTLAND HOPE MISSION 15555 INDUSTRIAL ROAD OMAHA NE 68144 PC RURAL MOBILE PANTRY 75000 INTERCULTURAL SENIOR CENTER 5545 CENTER STREET OMAHA NE 68106 PC 2024 GRANT 5000 KONA HOSPITAL FOUNDATION 79-1019 HAUKAPILA ST KEALAKEKUA HI 96750 PC MOBILE C ARM 25000 LATINO CENTER OF THE MIDLANDS 4821 SOUTH 24TH STREET OMAHA NE 68107 PC PATHWAYS TO SUCCESS 10000 LINCOLN CHILDRENS MUSEUM 1420 P STREET LINCOLN NE 68508 PC MUSEUMS FOR ALL 7500 LUTHERAN FAMILY SERVICES 7929 WEST CENTER ROAD OMAHA NE 68124 PC DANA VILLAGE SUPPORT 25000 MAGIC CIRCLE PLAYERS 420 SOUTH 12TH STREET MONTROSE CO 81401 PC INTERIOR RENOVATION 50000 MENTAL HEALTH INNOVATION FOUNDATION 1550 MIKE FAHEY STREET OMAHA NE 68102 PC 2024 DONATION 250000 MICAH HOUSE 1415 AVENUE J COUNCIL BLUFFS IA 51501 PC EMERGENCY SHELTER 10000 MIDLAND UNIVERSITY 900 N CLARKSON STREET FREMONT NE 68025 PC 2ND HALF OF PLEDGE 12500 NCS HOPE FOUNDATION 17445 ARBOR STREET SUITE 310 OMAHA NE 68130 PC HOPE ASSISTANCE 5000 NEBRASKA CENTER FOR WORKFORCE DEVELOPMENT AND EDUCATION 7117 JONES CIRCLE OMAHA NE 68106 PC GENERAL SUPPORT 30000 NEBRASKA JOURNALISM TRUST 1402 JONES STREET SUITE 332 OMAHA NE 68102 PC GENERAL SUPPORT 10000 NEBRASKA LUTHERAN OUTDOOR MINISTRIES 27416 RANCH ROAD ASHLAND NE 68003 PC CRYSTAL SPRINGS LAKE 500000 OLLIE WEBB CENTER INC VIA SHARE OMAHA 1941 SOUTH 42ND STREET STE 122 OMAHA NE 68105 PC ART OF IMAGINATION 10000 OMAHA PERFORMING ARTS 1200 DOUGLAS STREET OMAHA NE 68102 PC ARTS EDUCATION GRANT 20000 OMAHA ZOO FOUNDATION 3701 SOUTH 10TH STREET OMAHA NE 68107 PC TO SUPPORT THE ORANGUTAN FOREST RENOVATIONS 500000 ONEWORLD COMMUNITY HEALTH CENTER 4920 SOUTH 30TH STREET SUITE 103 OMAHA NE 68107 PC CHILDEN'S HEALTH PRO 15000 OPERA OMAHA 1850 FARNAM STREET OMAHA NE 68102 PC OPERA 360 GRANT 5000 PARTNERSHIP 4 KIDS 1004 FARNAM STREET SUITE 200 OMAHA NE 68102 PC CCRP 25000 PROJECT HARMONY CHILD ADVOCACY CENTER 11949 Q STREET OMAHA NE 68137 PC MENTAL HEALTH GRANT 25000 RADIUS 5040 GRAND AVENUE OMAHA NE 68104 PC EDUCATION SERVICES 14245 RISE ACADEMY 3555 FARNAM STREET SUITE 501 OMAHA NE 68131 PC GENERAL SUPPORT 37500 TEAM JACK FOUNDATION PO BOX 607 ATKINSON NE 68713 PC POWER 5 INITIATIVE 25000 TEKAMAH-HERMAN SCHOOLS FOUNDATION 940 COUNTY ROAD 31 TEKAMAH NE 68061 PC PLAYGROUND EQUIPMENT 10000 THE FURNITURE PROJECT-OMAHA 10808 J STREET OMAHA NE 68137 PC FURNISHING HOPE 2024 10000 THE JET AWARD FOUNDATION AND TRUST 11711 ARBOR STREET SUITE 300 OMAHA NE 68144 PC TECH ED SCHOLARSHIPS 15000 TRUCKERS AGAINST TRAFFICKING P O BOX 816 ENGLEWOOD CO 80151 PC ITO PROGRAM 10000 UNITED WAY OF THE MIDLANDS 1229 MILLWORK AVE STE 402 OMAHA NE 681024277 PC JAG PROGRAM 12500 VALLEY VOLUNTEER FIRE AND RESCUE FOUNDATION INC PO BOX 554 VALLEY NE 68064 PC CAPITAL CAMPAIGN 20000 WINGS OF HOPE CANCER SUPPORT C 427 E KANESVILLE BOULEVARD SUITE 202 COUNCIL BLUFFS IA 51503 PC HOPE FINANCIAL 24 6000 YOUTH EMERGENCY SERVICES 2679 FARNAM STREET SUITE 205 OMAHA NE 681319952 PC CAMPUS CAPITAL 24 250000 3075245 0 14 19960 14 414848 14 83514 18 363770 0 882092 0 882092 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3000 300 2700 WELLS FARGO & CO 100172 99767 FRANKLIN RESOURCES INC 100349 99537 JPMORGAN CHASE & CO 101107 99644 WERNER ENTERPRISES 1185394 2254160 ISHARES CORE MSCI EMERGING 349934 305696 ISHARES CORE S&P 500 ETF 3423798 4435704 VANGUARD SMALL CAP ETF 199490 212408 VANGUARD TOTAL INT'L STOCK ETF 931334 907463 VANGUARD TOTAL STOCK MARKET ETF 105508 252135 ARTISAN DEVELOPMENT WORLD 695021 528798 ARTISAN SMALL MID GW 310536 249334 GUGGENHEIM MACRO OPPOR I 1324483 1234939 HARTFORD INT'L VALUE I 792306 827004 HARTFORD SH DURATION I 830960 860316 JOHCM INTERNATIONAL SEL INST 158960 116720 LORD ABBETT INFL FOCUSED 828689 813965 GRANITE CREEK FLEXCAP II LP AT COST 1253018 1271962 ACCRUED INTEREST AT COST 0 3610 LEGAL FEES 2394 0 578 OFFICE EXPENSES 423 0 423 NONDEDUCTIBLE - GRANITE CREEK K-1 683 0 0 OTHER EXPENSES - GRANITE CREEK K-1 10 0 10 GRANITE CREEK K-1 83514 83514 83514 ADMINISTRATION FEES 60401 6040 54361 INVESTMENT MANAGEMENT FEES 57283 57283 0 FOREIGN TAXES 6589 6589 0 EXCISE TAXES 16537 0 0