2025-09-22T14:27:02-05:00 2024-12-31 263963060 DUGGAN BERTSCH LLC 303 W Madison Street Chicago IL 606063321 990PF 2024-01-01 934132052 NY Foundation NYFO 4026573372 24251 Ingrum Ave Glenwood IA 51534 Deborah Newhouse President 4026573372 2025-09-22 1 0 Mary E Vandenack P00870264 3122638600 2025-09-22 2024 2025-03-06 01:10:19Z X 729500 X 171459 28568 28568 33936 591992 33936 233963 62504 0 0 0 7234 0 0 5241 0 0 12475 0 0 0 0 12475 0 0 221488 62504 13816 13816 503495 711167 715684 503495 724983 729500 0 0 X 0 0 0 0 503495 724983 503495 724983 503495 724983 503495 221488 0 724983 0 724983 Raymond James Short-term P 386099 358177 27922 27922 Fidelity Short-term P 15178 14686 492 492 Fidelity Long-term P 22077 20968 1109 1109 NVIDIA CORPORATION - 1,250 Shares D 2024-07-09 2024-07-10 168638 164225 4413 4413 33936 869 0 869 0 869 0 0 0 0 0 3 872 0 0 0 0 0 0 0 0 0 0 0 1 NE 1 0 0 0 0 1 N/A Deborah Newhouse 4026573372 24251 Ingrum Avenue Glenwood IA 51534 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Deborah Newhouse 24251 Ingrum Avenue Glenwood IA 51534 President 0.00 0 0 0 Scott Yonker 24251 Ingrum Avenue Glenwood IA 51534 Treasurer 0.00 0 0 0 Dennis Lee 608 S 123rd Street Omaha NE 68154 Secretary 0.00 0 0 0 NONE 0 NONE 0 0 523583 100709 0 624292 0 0 624292 9364 614928 30746 30746 869 869 29877 0 29877 0 29877 0 0 25730 25730 29877 25730 0 0 25730 25730 0 0 0 0 0 0 0 0 0 0 0 29877 0 0 0 Deborah Newhouse Scott Yonker Deborah Newhouse Scott Yonker X 0 0 14 28568 18 33936 0 62504 0 62504 0 0 0 0 0 0 0 0 0 0 X X 1 Deborah Newhouse and Scott Yonker 24251 Ingrum Avenue Glenwood IA 51534 171459 X X 1 NVDA Stock - 1,250 shares 168638 2024-07-09 The Foundation has set aside funds to establish a Veterinary Training Scholarship Fund designed to address the shortage of veterinary professionals in underserved areas of Nebraska and Iowa. This project is an extraordinary undertaking that falls outside the scope of the Foundation's regular, ongoing grantmaking activities. The project involves the creation of a structured, multi-year scholarship program that provides financial assistance to veterinary students who commit to serving in high-need communities. Implementation will include program design, scholarship disbursements, recipient monitoring, and formal partnerships with accredited veterinary schools. Given the project's scope, the required funding constitutes a substantial expenditure relative to the Foundation's assets and income. The set-aside is essential to ensure the program's long-term success and to support the Foundation's broader mission of improving animal health and access to veterinary care.The amounts set aside for this project will be paid for the project within 60 months of the date of the set aside.The project will not be completed before the end of the 2024 taxable year. Distributable amounts for past tax years:- Tax year 2023: $25,730.Aggregate amount of actual payments made for purposes described in section 170(c)(1) or (2)(B):- Tax year 2023: $0.- Tax year 2024: $0. Investment Account AT COST 711167 715684 Legal fees 7234 0 0 Fidelity advisor fee 380 0 0 Raymond James management and miscellaneous fees 4861 0 0