2025-06-26T15:46:34-05:00 2024-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990PF 2024-01-01 363705723 GARDNER FOUNDATION GARD 4022872538 307 MAIN ST WAKEFIELD NE 68784 LESLIE BEBEE EXECUTIVE DIRECTOR 4022872538 2025-06-26 1 0 HANNAH GOSCHA P02133534 4024968800 2025-06-24 2024 2025-03-06 01:10:19Z X 29777635 X X 96944 96944 509878 509878 2193829 3117887 2193829 129336 129336 2929987 2929987 69000 0 0 112489 0 0 130 0 0 19645 0 0 168535 168535 0 12314 12314 0 49275 15660 0 2131 0 3853 0 0 6191 0 0 101764 0 0 545327 196509 0 1382811 1382811 1928138 196509 1382811 1001849 2733478 911389 871809 871809 14673435 14670054 19213898 6076997 7575653 9596678 126308 95459 32980 30849 95250 21694801 23148365 29777635 6541 8128 6541 8128 X 0 0 12000500 12000500 9687760 11139737 21688260 23140237 21694801 23148365 21688260 1001849 450128 23140237 0 23140237 EGERTON CAPITAL PARTNERS P 568228 568228 EGERTON CAPITAL PARTNERS P 812200 812200 PUBLICLY TRADED SECURITIES P 685889 595814 90075 90075 PUBLICLY TRADED SECURITIES P 2258964 1708672 550292 550292 CAPITAL GAINS DIVIDENDS P 173034 173034 173034 2193829 37995 0 37995 0 37995 35000 0 12500 0 47500 X 0 9505 9505 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 28351255 789125 0 29140380 0 0 29140380 437106 28703274 1435164 1435164 37995 37995 1397169 0 1397169 0 1397169 1382811 0 1382811 1397169 1377819 0 0 1382811 1377819 0 0 4992 0 0 0 0 0 0 0 0 1392177 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. AMI KIDS 5915 BENJAMIN CENTER DRIVE TAMPA FL 33634 NONE PC OUTREACH 20000 BUILDERS INTERNATIONAL FOUNDATION PO BOX 1969 OZARK MO 65721 NONE PC GENERAL FUNDING 7000 CITY OF WAYNE 513 MAIN STREET WAYNE NE 68787 NONE GOV GENERAL FUNDING 50000 COMMUNITY RECREATION OF WAKEFIELD PO BOX 463 WAKEFIELD NE 68784 NONE PC GENERAL FUNDING 9561 DIOCESE OF CHARLESTONCATHOLIC COMM FDTN 901 ORANGE GROVE ROAD CHARLESTON SC 29407 NONE PC GENERAL FUND 50000 DIXON COUNTY AGRICULTURAL SOCIETY 57775 862 RD WAKEFIELD NE 68784 NONE PC GENERAL FUNDING 100000 EMERSON HUBBARD SCHOOL PO BOX 9 EMERSON NE 68733 NONE PC ONE BOOK, ONE SCHOOL PROGRAM 803 FAITH & FAMILY PRODUCTION INC 318 IOWA STREET CONCORD NE 68728 NONE PC GENERAL FUNDING 5000 HILLRISE ELEMENTARY PTO 20110 HOPPER STREET ELKHORN NE 68022 NONE PC GENERAL FUNDING 2000 LITTLE RED HEN THEATRE 316 MAIN STREET WAKEFIELD NE 68784 NONE PC OUTREACH 75000 NEBRASKA WESLEYAN UNIVERSITY 5000 ST PAUL AVE LINCOLN NE 68504 NONE PC SCHOLARSHIPS 75000 OMAHA PACESETTER 7617 N 153RD CIRCLE BENNINGTON NE 68007 NONE PC BASEBALL PROGRAM 4500 PILGER FIRE & RESCUE 240 N MAIN ST PILGER NE 68768 NONE GOV GENERAL FUNDING 24000 PROVIDENCE MEDICAL FOUNDATION 1200 PROVIDENCE ROAD WAYNE NE 68787 NONE PC ANNUAL GALA & SURGERY DEPT 76000 ST PETER'S CATHOLIC CHURCH 70 LADYS ISLAND DRIVE BEAUFORT SC 29902 NONE PC TUITION ASSISTANCE 80000 ST JAMES COMMUNITY FUND PO BOX 249 SAINT JAMES MN 56081 NONE PC GENERAL FUNDING 25000 WAKEFIELD COMMUNITY SCHOOL 802 HIGHLAND ST WAKEFIELD NE 68784 NONE PC SCHOOL FUNDRAISING 1750 WAYNE STATE FOUNDATION 1111 MAIN STREET WAYNE NE 68787 NONE PC SCHOLARSHIPS 195119 WAYNE STATE FOUNDATION 1111 MAIN STREET WAYNE NE 68787 NONE PC SCHOLARSHIPS 512078 WINSIDE VOLUNTEER FIRE AND RESCUE PO BOX 275 WINSIDE NE 68784 NONE PC GENERAL FUNDING 70000 1382811 0 14 96944 14 509878 01 129336 18 2193829 0 2929987 0 2929987 0 0 0 0 0 0 0 0 0 0 LUTZ & COMPANY PC 19645 0 0 BUILDING 1992-12-31 20000 15625 SL 40.000000000000 500 0 BUILDING 1993-12-31 44000 33550 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 8098 SL 40.000000000000 531 0 MITCHELL CAPITAL MANAGED 2761084 5248816 SECURITY NATIONAL BANK AGENCY ACCOUNT 11908970 13965082 EGERTON CAPITAL PARTNERS, LP AT COST 6575633 6788800 VARIABLE ANNUITY AT COST 1000020 2807878 BUILDING 20000 16125 3875 BUILDING 44000 34650 9350 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 8629 12621 LEGAL EXPENSES 130 0 0 INSURANCE 2248 0 0 OFFICE EXPENSE 1376 0 0 REPAIRS & MAINTENANCE 2018 0 0 OTHER BUSINESS INCOME (LOSS) FROM EGERTON K-1 96122 0 0 SECTION 988 GAIN FROM EGERTON K-1 105877 105877 105877 OTHER INCOME 2439 2439 2439 OTHER TRADE OR BUSINESS INC FROM EGERTON 21020 21020 21020 FMV TO BASIS ADJUSTMENT FOR DONATED SECURITIES 450128 PAYROLL TAXES WITHHELD 1806 1806 PAYROLL LIABILITIES 4735 6322 INVESTMENT ADVISORY FEES 168535 168535 0 FOREIGN TAX 15660 15660 0 PAYROLL TAXES 5279 0 0 EXCISE TAX 28336 0 0