2025-03-03T14:34:37-06:00 2024-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990PF 2024-01-01 363687396 IKE & ROZ FRIEDMAN FOUNDATION IKE& 4026971111 22804 HANSEN AVE ELKHORN NE 68022 SUSAN COHN PRESIDENT 4026971111 2025-02-21 1 0 STEVEN P KENNEY P00056212 4024968800 2025-02-20 2024 2025-03-06 01:10:19Z X 8539798 X X 110225 110225 784775 986131 784775 895000 895000 0 0 0 347 0 0 7810 0 0 3000 0 0 43527 43527 0 54684 43527 0 430838 430838 485522 43527 430838 409478 851473 259871 103237 103237 303455 303455 2653584 2885598 8133106 2913455 3292290 8539798 15000 0 15000 X 2913455 3277290 2913455 3277290 2913455 3292290 2913455 409478 123455 3446388 169098 3277290 PUBLICLY TRADED SECURITIES 2023-01-01 2024-12-31 986131 201356 784775 784775 784775 11835 0 11835 0 11835 3000 0 0 0 3000 17 8852 0 0 0 0 0 0 0 0 0 0 1 1 NE 1 0 0 0 0 1 N/A SUSAN COHN 4026971111 22804 HANSEN AVE ELKHORN NE 68022 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DANA WEAR 9963 HASCALL ST OMAHA NE 68124 DIRECTOR 1.00 0 0 0 SUSAN COHN 22804 HANSEN AVENUE OMAHA NE 68022 PRESIDENT 1.00 0 0 0 MICHAEL SIEGEL 3315 S 98TH STREET OMAHA NE 68124 DIRECTOR 1.00 0 0 0 DAVID WEAR 9963 HASCALL ST OMAHA NE 68124 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 8442353 296640 0 8738993 0 0 8738993 131085 8607908 430395 430395 11835 11835 418560 0 418560 0 418560 430838 0 430838 418560 0 0 2784 2784 430838 0 0 0 418560 12278 0 0 15062 0 0 0 0 0 0 0 15062 2784 12278 SUSAN COHN 22804 HANSEN AVE ELKHORN NE 68022 4026971111 NO SPECIFIC FORM IS REQUIRED, SHOULD INCLUDE NAME, ADDRESS, SPECIFIC ACTIVITIES OF PROPOSED GRANT REQUESTED. THERE ARE NO SUBMISSION DEADLINES THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS AMERICAN HEART ASSOC 9900 NICHOLAS ST 200 OMAHA NE 68114 NONE PUBLIC CHARITABLE 2500 ARIZONA MUSICFEST 7950 E THOMPSON PEAK PKWY SCOTTSDALE AZ 85255 NONE PUBLIC CHARITABLE 2500 BELLEVUE UNIVERSITY 1000 GALVIN RD S BELLEVUE NE 68005 NONE PUBLIC CHARITABLE 2500 BEMIS CENTER FOR ARTS 724 S 12TH ST OMAHA NE 68102 NONE PUBLIC CHARITABLE 1500 BETH ISRAEL SYNAGOGUE 12604 PACIFIC ST OMAHA NE 68154 NONE PUBLIC CHARITABLE 200 BIG BROTHERS BIG SISTERS 10831 OLD MILL RD OMAHA NE 68154 NONE PUBLIC CHARITABLE 5000 BOYS & GIRLS CLUBS 1414 ROBERTSON DR OMAHA NE 68114 NONE PUBLIC CHARITABLE 10000 CENTRAL HIGH FDN 1823 HARNEY STREET SUITE 203 OMAHA NE 68102 NONE PUBLIC CHARITABLE 3000 CHILD SAVING INST 4545 DODGE ST OMAHA NE 68132 NONE PUBLIC CHARITABLE 3000 CUES 2207 WIRT STREET OMAHA NE 68110 NONE PUBLIC CHARITABLE 250 FILM STREAMS 1340 MIKE FAHEY STREET OMAHA NE 68102 NONE PUBLIC CHARITABLE 5000 FONTANELLE FOREST 1111 BELLEVUE BLVD N BELLEVUE NE 68005 NONE PUBLIC CHARITABLE 1000 GESHER DISABILITY RESOURCES 12701 N SCOTTSDALE ROAD SUITE 205 SCOTTSDALE AZ 85254 NONE PUBLIC CHARITABLE 1000 INSTITUTE FOR HOLOCAUST EDUCATION 333 S 132ND ST OMAHA NE 68154 NONE PUBLIC CHARITABLE 2000 JEWISH COMMUNITY CENTER 333 S 132ND ST OMAHA NE 68154 NONE PUBLIC CHARITABLE 20000 JEWISH COMMUNITY RELATIONS COUNCIL 12701 N SCOTTSDALE RD STE 203 SCOTTSDALE AZ 85254 NONE PUBLIC CHARITABLE 5000 JEWISH FAMILY SERVICE 333 S 132ND ST OMAHA NE 68154 NONE PUBLIC CHARITABLE 3000 JEWISH FEDERATION 333 S 132ND ST OMAHA NE 68154 NONE PUBLIC CHARITABLE 185000 JOSLYN ART MUSEUM 2200 DODGE ST OMAHA NE 68102 NONE PUBLIC CHARITABLE 6000 KANEKO 1111 JONES STREET OMAHA NE 68102 NONE PUBLIC CHARITABLE 30000 KICKS FOR A CURE PO BOX 241603 OMAHA NE 68124 NONE PUBLIC CHARITABLE 5000 KLUTZNICK SYMPOSIUM 2500 CALIFORNIA PLAZA OMAHA NE 68178 NONE PUBLIC CHARITABLE 7500 L O V E 1010 S 144TH ST OMAHA NE 68135 NONE PUBLIC CHARITABLE 1000 LAURITZEN GARDENS 100 BANCROFT ST OMAHA NE 68108 NONE PUBLIC CHARITABLE 2500 NEBRASKA HUMANE SOC 8929 FORT STREET OMAHA OMAHA NE 68134 NONE PUBLIC CHARITABLE 1500 NORTH STAR FOUNDATION 4242 N 49TH AVE OMAHA NE 68104 NONE PUBLIC CHARITABLE 5000 OMAHA CHILDREN'S MUSEUM 500 S 20TH ST OMAHA NE 68102 NONE PUBLIC CHARITABLE 5000 OMAHA CONSERVATORY OF MUSIC 7023 CASS ST OMAHA NE 68132 NONE PUBLIC CHARITABLE 1000 OMAHA PERFORMING ARTS 1200 DOUGLAS STREET OMAHA NE 68102 NONE PUBLIC CHARITABLE 2500 OMAHA PUBLIC LIBRARY FOUNDATION 215 S 15TH ST OMAHA NE 68102 NONE PUBLIC CHARITABLE 5000 OMAHA PUBLIC SCHOOLS FOUNDATION 3861 FARNAM ST OMAHA NE 68131 NONE PUBLIC CHARITABLE 50000 OMAHA ZOO FOUNDATION 3701 S 10TH ST OMAHA NE 68107 NONE PUBLIC CHARITABLE 15000 QUALITY LIVING 6404 N 70TH PLAZA OMAHA NE 68104 NONE PUBLIC CHARITABLE 3000 R E S P E C T 820 S 75TH STREET OMAHA NE 68114 NONE PUBLIC CHARITABLE 3000 RADIO TALKING BOOKS 7101 NEWPORT AVE 205 OMAHA NE 68152 NONE PUBLIC CHARITABLE 1000 REVIVE FOUNDATION 13415 W WESTGATE SUITE 104 SURPRISE AZ 85378 NONE PUBLIC CHARITABLE 5000 ROSE THEATER 2001 FARNAM ST OMAHA NE 68102 NONE PUBLIC CHARITABLE 1000 SAMUEL BAK MUSEUM 2289 S 67TH ST OMAHA NE 68106 NONE PUBLIC CHARITABLE 2500 TEAM JACK FOUNDATION 20516 NICHOLAS CIR ELKHORN NE 68022 NONE PUBLIC CHARITABLE 1500 TEMPLE ISRAEL 13111 STERLING RIDGE DR OMAHA NE 68144 NONE PUBLIC CHARITABLE 7388 TRI-FAITH INITIATIVE OF OMAHA INC 13136 FAITH PLAZA OMAHA NE 68144 NONE PUBLIC CHARITABLE 2500 TROON CC SCHOLARSHIP FUND 25000 NORTH WINDY WALK DRIVE SCOTTSDALE AZ 85255 NONE PUBLIC CHARITABLE 3000 UNIVERSITY OF NEBR FDN 1010 LINCOLN MALL 300 LINCOLN NE 68508 NONE PUBLIC CHARITABLE 5000 WESTSIDE FOUNDATION 1101 S 90TH ST OMAHA NE 68124 NONE PUBLIC CHARITABLE 6000 WOMENS'S CENTER FOR ADVANCEMENT 3801 HARNEY ST OMAHA NE 68131 NONE PUBLIC CHARITABLE 500 430838 KICKS FOR A CURE PO BOX 241603 OMAHA NE 68124 NONE CHARITABLE 2500 OMAHA ZOO FOUNDATION 3701 S 10TH ST OMAHA NE 68107 NONE CHARITABLE 10000 TRI-FAITH INITIATIVE OF OMAHA INC 13136 FAITH PLAZA OMAHA NE 68144 NONE CHARITABLE 2500 15000 14 110225 18 784775 0 895000 0 895000 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7810 0 0 EQUITIES 1837624 7098530 FIXED INCOME 774285 775583 EXCHANGE TRADED FUNDS 273689 258993 LEGAL FEES 347 0 0 COST BASIS ADJUSTMENTS 6598 CONTRIBUTIONS PAID FROM PRIOR YEAR 162500 INVESTMENT MANAGEMENT FEES 43527 43527 0 PRIOR PERIOD ADJUSTMENT 123455 FEDERAL TAX PAYMENTS 3000 0 0