2025-07-22T09:07:47-05:00 2024-12-31 200424669 SP Group PC 1230 Aries Drive Suite A Lincoln NE 68512 990PF 2024-01-01 470772668 James Stuart III Family Foundation JAME 4024402517 5930 S 58th St Ste I Lincoln NE 68516 James Stuart III President 4024402517 2025-07-11 1 1 David E Swan P00318925 4024207758 2025-07-11 2024 2025-03-06 01:10:19Z X X 9706957 X X 8726 5953 166314 149660 293452 639370 293452 177 99 0 468669 449164 0 0 0 0 0 4160 2080 0 0 5606 5606 0 0 109084 72077 0 0 118850 79763 0 0 399750 399750 518600 79763 0 399750 -49931 369401 0 131441 38039 38039 10815 11167 11167 3855878 4335793 8451317 659251 388933 1206434 4657385 4773932 9706957 0 0 X 0 0 11176 11176 4646209 4762756 4657385 4773932 4657385 4773932 4657385 -49931 166478 4773932 0 4773932 Highland, LLC - Short Term Transactions P 1 1 1 Highland, LLC - Long Term Transactions P 10128 10128 10128 The Stuart Fund II, LLP - Short Term Transactions P 1 1 1 The Stuart Fund II, LLP - Long Term Transactions P 19099 19099 19099 Wells Fargo #76456000 - Long Term Covered Transactions P 442374 278875 163499 163499 Principal #10915100 - Long Term Noncovered Transactions P 846 466 380 380 Union Bank & Trust #47808 - Short Term Covered Transactions P 965 914 51 51 Union Bank & Trust #47808 - Long Term Covered Transactions P 146552 65663 80889 80889 Union Bank & Trust #47808 - Long Term Capital Gain Dividend P 2743 2743 2743 Wells Fargo #76456000 - Long Term Capital Gain Dividend P 16661 16661 16661 293452 5135 0 5135 0 5135 3000 0 10000 0 13000 0 7865 7865 0 0 0 0 0 0 0 0 0 0 0 1 1 NE 1 0 0 0 0 1 N/A Anne E Hansen 4024402517 5930 S 58th St Ste I Lincoln NE 68516 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 James Stuart III 5930 S 58th St Ste I Lincoln NE 68516 Pres. & Director 4.00 0 0 0 Susan S Seiler 5930 S 58th St Ste I Lincoln NE 68516 V.P. & Director 1.00 0 0 0 Barbara J Stuart 5930 S 58th St Ste I Lincoln NE 68516 V.P., Secretary, & Director 1.00 0 0 0 Lee R Stuart 5930 S 58th St Ste I Lincoln NE 68516 V.P. & Director 1.00 0 0 0 Anne E Hansen 5930 S 58th St Ste I Lincoln NE 68516 Treasurer & Registered Agent 1.00 0 0 0 James Stuart IV 5930 S 58th St Ste I Lincoln NE 68516 Director 1.00 0 0 0 Matthew D Stuart 5930 S 58th St Ste I Lincoln NE 68516 Director 1.00 0 0 0 Thomas J Stuart 5930 S 58th St Ste I Lincoln NE 68516 Director 1.00 0 0 0 NONE 0 NONE 0 0 7904536 57062 1360998 9322596 0 0 9322596 139839 9182757 459138 459138 5135 5135 454003 0 454003 0 454003 399750 0 399750 454003 397877 0 0 399750 397877 0 0 1873 0 0 0 0 0 0 0 0 452130 0 0 0 James Stuart III President James St 5930 S 58th St Ste I Lincoln NE 68516 4024402517 The organization requesting a grant should furnish an opinion to the effect that (1) The organization has been certified by the IRS and is in fact acting as an organization described in section 501(c)(3) of the internal revenue code to which contributions are deductible under section 170(c)(2)(b) of the internal revenue code, and furnish the organization's tax identification number: and (2) that the organization is either: (a) one which comes within the definition contained in paragraphs (1), (2), or (3) of section 509(a) of the internal revenue code: or (b) that if the org. Is a "Private Foundation" as described in section 509 (a) that it is also an "Operating Foundation" as defined in section 4942(j)(3) of the internal revenue code. Applications are accepted at any time. None American Cancer Society 8030 Farnham Drive Omaha NE 68114 N/A Public Charitable 5000 Angel View Foundation 67625 E Palm Canyon Drive Suite 7A Cathedral City CA 92234 N/A Public Charitable 5000 Bright Lights Inc 5561 South 48th Street Suite 220 Lincoln NE 68516 N/A Public Charitable 2000 Bryan Health Foundation 1600 South 48th Street Lincoln NE 68506 N/A Public Charitable 1000 Capital Humane Society 2320 Park Blvd Lincoln NE 68502 N/A Public Charitable 1000 Centerpointe 2633 P Street Lincoln NE 68503 N/A Public Charitable 30000 Community Action Partnership 210 O Street Lincoln NE 68508 N/A Public Charitable 5000 Delta Waterfowl 1412 Basin Ave Bismarck ND 58504 N/A Public Charitable 750 Ducks Unlimited Inc 1 Waterfowl Way Memphis TN 38120 N/A Public Charitable 750 First Plymouth Church 2000 D St Lincoln NE 685021698 N/A Public Charitable 80000 Food Bank of Lincoln 4840 Doris Bair Cir Ste A Lincoln NE 68504 N/A Public Charitable 15000 Friends of the Desert Mountains 51500 Highway 74 Palm desert AZ 92260 N/A Public Charitable 250 Friendship Home PO Box 85358 Lincoln NE 68501 N/A Public Charitable 5000 HopeSpoke 2444 O Street Lincoln NE 68510 N/A Public Charitable 2000 Juvenile Diabetes Research Foundation 2120 S 56th St Ste 206 Lincoln NE 68506 N/A Public Charitable 5000 Lakeland Public Television 108 Grant Ave NE Bemidji MN 566013620 N/A Public Charitable 800 Lincoln Children's Museum 1420 P St Lincoln NE 68508 N/A Public Charitable 1000 Lincoln Children's Zoo 1222 S 27th St Lincoln NE 68502 N/A Public Charitable 5000 Lincoln Community Foundation 215 Centennial Mall S 100 Lincoln NE 68508 N/A Public Charitable 11000 Lincoln Community Playhouse 2500 S 56th St Lincoln NE 68506 N/A Public Charitable 1500 Lincoln Public Schools Foundation 5905 O street Lincoln NE 68510 N/A Public Charitable 5000 Longville Area Community Foundation PO Box 92 Longville MN 56655 N/A Public Charitable 5000 Longville Food Shelf 4937 State Highway 84 Longville MN 56655 N/A Public Charitable 1000 Matt Talbot Kitchen & Outreach 2121 N 27th Street PO Box 80935 Lincoln NE 68501 N/A Public Charitable 25000 Mayo Clinic 200 1st St SW Rochester MN 55905 N/A Public Charitable 30000 Melvin Jones Foundation 3820 Old Dominion Ct Lincoln NE 68516 N/A Public Charitable 100 Michael J Fox Foundation for Parkinson's Research 469 7th Ave New York NY 10018 N/A Public Charitable 25000 Nebraska Community Foundation 3833 S 14th St Lincoln NE 68502 N/A Public Charitable 500 Nebraska Cultural Endowment 1004 Farnam Street Plaza Level Omaha NE 68104 N/A Public Charitable 500 Nebraska Public Media 1800 North 33rd Street Lincoln NE 68503 N/A Public Charitable 1000 Nebraska Wesleyan University 5000 st Paul Ave Lincoln NE 68504 N/A Public Charitable 2000 People's City Mission 110 Q Street Lincoln NE 68508 N/A Public Charitable 3000 Phi Delta Theta Foundation 2 S Campus Ave Oxford OH 45056 N/A Public Charitable 100 Project Pink'd 11405 Davenport Street Omaha NE 68154 N/A Public Charitable 500 Rocky Mountain Elk Foundation 5705 Grant Creek Rd Missoula MT 59808 N/A Public Charitable 750 Sheldon Art Association 12th R Street Lincoln NE 68509 N/A Public Charitable 5000 Tabitha Foundation 4720 Randolph St Lincoln NE 68510 N/A Public Charitable 32000 The Living Desert 47900 Portola Avenue Palm Desert CA 92260 N/A Public Charitable 7500 Trout Unlimited 1777 N Kent Street Ste 100 Arlington VA 22209 N/A Public Charitable 750 University of Nebraska Foundation 1010 Lincoln Mall Ste 300 Lincoln NE 68508 N/A Public Charitable 27000 Wild Sheep Foundation 412 Pronghorn Trail Bozeman MT 59718 N/A Public Charitable 500 Triple Negative Breast Cancer Foundation PO Box 204 Norwood NJ 07648 N/A Public Charitable 300 ALS Association 1300 Wilson BLVD Suite 600 Arlington VA 22209 N/A Public Charitable 100 Johner Martin Ministry 1156 Lindsey Cir Belton TX 76513 N/A Public Charitable 20000 McCook Community Foundation 402 Norris Ave 315 McCook NE 69001 N/A Public Charitable 250 Prairie Pines 3100 N 112th St Lincoln NE 68527 N/A Public Charitable 1000 Longville Lakes Clinic 180 Jordan Ln Longville MN 56655 N/A Public Charitable 3000 Delta Gamma Foundation 3250 Riverside Drive Columbus OH 43221 N/A Public Charitable 150 Schwab Charitable Fund - James Stuart III Family Foundation Fund 211 Main St San Francisco CA 94105 N/A Public Charitable 25700 399750 0 14 8726 14 166314 14 177 18 293452 0 468669 0 468669 1 N/A 0 0 0 0 0 0 0 0 0 0 Tax Preparation Fees 4160 2080 0 0 Securities 4335793 8451317 THE STUART FUND II,LLP AT COST 142345 159507 HIGHLAND, LLC AT COST 244303 1044642 Other AT COST 2285 2285 Highland, LLC 37132 125 0 0 Investment Advisory Fees 44864 44864 0 0 Management Fees 8400 8400 0 0 The Stuart Fund II, LLP 3751 3751 0 0 WF Agency Fees 9297 9297 0 0 Other Fees 896 896 0 0 Miscellaneous 43 43 0 0 Principal Custody Fees 3109 3109 0 0 Union Bank & Trust Fees 1592 1592 0 0 The Stuart Fund II 83 5 Miscellaneous Income 94 94 Book Value Adjustment 166478 Foreign Taxes 2332 2332 0 0 Federal Taxes Paid 3274 3274 0 0