2026-09-23T09:21:11-05:00 2025-12-31 200424669 SP Group PC 1230 Aries Drive Suite A Lincoln NE 68512 990PF 2025-01-01 470772672 Lee and Debbie Stuart Family Foundation LEEA 4025253350 3617 Potomac Ln Lincoln NE 68516 Lee Stuart Chairman 4025253350 2026-09-16 1 David E Swan P00318925 4024207758 2026-09-16 2025 X 6158432 X X 111 111 111 152077 150880 150880 115152 923683 115152 267340 266143 150991 0 0 0 0 3876 1938 1938 0 9909 9909 9909 0 61664 60894 60894 0 75449 72741 72741 0 263680 263680 339129 72741 72741 263680 -71789 193402 78250 8796 3962 2449 2449 4833488 4772008 6155983 4846246 4774457 6158432 0 0 X 0 0 74312 74312 4771934 4700145 4846246 4774457 4846246 4774457 4846246 -71789 0 4774457 0 4774457 Fidelity #2657 - Short Term Transactions P 194 194 194 Fidelity #2657 - Long Term Transactions P 278299 199430 78869 78869 Fidelity #2659 - Short Term Transactions P 118966 129606 -10640 -10640 Fidelity #2659 - Long Term Transactions P 121902 68587 53315 53315 Fidelity #2660 - Short Term Transactions P 235897 269701 -33804 -33804 Fidelity #2660 - Long Term Transactions P 161408 140751 20657 20657 Longspur Fund II, LP P 456 -456 -456 Fidelity #2657 - Capital Gains Distribution P 7016 7016 7016 Fidelity #2660 - Capital Gains Distribution P 1 1 1 115152 -44250 2688 0 2688 0 2688 4313 0 0 0 4313 0 1625 1625 0 0 0 0 0 0 0 0 0 0 0 1 1 NE 1 0 0 0 0 1 N/A Lee R Stuart 4025253350 3617 Potomac Ln Lincoln NE 68516 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Lee R Stuart 3617 Potomac Ln Lincoln NE 68516 President & Dir 4.00 0 0 0 James Stuart III 5930 S 58th St Ste I Lincoln NE 68516 Director 1.00 0 0 0 Debra K Stuart 3617 Potomac Ln lincoln NE 68516 Vice President, Asst. Sec. & Director 1.00 0 0 0 Susan S Seiler 5930 S 58th St Ste I Lincoln NE 68516 Vice President & Director 1.00 0 0 0 Madeline E Stuart 3617 Potomac Ln Lincoln NE 68516 Secretary/Treasurer & Director 1.00 0 0 0 Benjamin Stuart 3617 Potomac Ln Lincoln NE 68516 Director 1.00 0 0 0 NONE 0 NONE 0 0 5935463 7603 0 5943066 0 0 5943066 89146 5853920 292696 292696 2688 2688 290008 0 290008 0 290008 263680 0 263680 290008 263383 0 0 263680 263383 0 0 297 0 0 0 0 0 0 0 0 289711 0 0 0 Lee R Stuart Chairman Lee and Debbi 3617 Potomac Ln Lincoln NE 68516 4025253350 The organization requesting a grant should furnish an opinion to the effect that (1) the organization has been certified by the Internal Revenue Service 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 organization 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 Alzheimer's Association 1500 S 70th St Ste 201 Lincoln NE 68506 N/A PC Charitable 2500 American Cancer Society 7111 A Street STE 200 Lincoln NE 68510 N/A PC Charitable 1000 Canine Companions for Independence PO Box 446 Santa Rosa CA 954020446 N/A PC Charitable 2000 Dreamweaver Foundation 14600 Branch St Suite 113 OMaha NE 68154 N/A PC Charitable 2500 Educare Lincoln 3435 N 14th Street Lincoln NE 68521 N/A PC Charitable 15000 First Plymouth Church 2000 D Street lincoln NE 68502 N/A PC Charitable 3000 Foundation for Lincoln Public Schools 5905 O St Lincoln NE 68510 N/A PC Charitable 2500 Joslyn Art Museum 2200 Dodge St Omaha NE 68102 N/A PC Charitable 25000 Lincoln Community Foundation 215 Centennial Mall South Rm 100 Lincoln NE 68508 N/A PC Charitable 55500 Madonna Foundation 5401 South Street Lincoln NE 68506 N/A PC Charitable 2500 MD Anderson Cancer Center 1515 Holcombe Blvd Houston TX 77030 N/A PC Charitable 2500 Michael J Fox Foundation 111 W 33rd St 10th Fl New York City NY 10120 N/A PC Charitable 10000 Nebraska Game & Parks Foundation PO Box 36 Waverly NE 68462 N/A PC Charitable 20000 Nestucca Valley Community Alliance PO Box 1011 Pacific City OR 97135 N/A PC Charitable 2500 Northstar Foundation 4242 N 49th Ave Omaha NE 68104 N/A PC Charitable 26500 Osiri University Foundation 2737 N 49th Street Lincoln NE 68504 N/A PC Charitable 5000 Planned Parenthood of Lincoln NE 5631 S 8th St Ste 100 Lincoln NE 68516 N/A PC Charitable 5000 Rabble Mill 2005 Y St Ste 1 Lincoln NE 68503 N/A PC Charitable 2500 Rahr to the Rescue 12825 Modena CT Forth Worth TX 76126 N/A PC Charitable 2500 Smile Together 40 Duke Medicine Circle Durham NC 27710 N/A PC Charitable 2500 St Peters Catholic Church 4500 Duxhall Dr lincoln NE 68516 N/A PC Charitable 3000 The Malone Center 2032 U St Lincoln NE 68503 N/A PC Charitable 25000 Trails Have Our Respect (THOR) PO Box 22110 Lincoln NE 68542 N/A PC Charitable 5000 Ukranian Assumption Catholic Church Byzan 1513 Marth Street Omaha NE 68108 N/A PC Charitable 1000 University of Nebraska Foundation 1010 Lincoln Mall Ste 300 Lincoln NE 68508 N/A PC Charitable 2500 TORTA PO Box 554 Pacific City OR 97135 N/A PC Charitable 5000 International Mountain Bicycling Association (IMBA) PO Box 20280 Boulder CO 80308 N/A PC Charitable 2500 CASA For Lancaster County 1141 H Street Suite C Lincoln NE 68508 N/A PC Charitable 2180 CUNY School of Professional Studies Foundation 119 W 31st Street New York City NY 10001 N/A PC Charitable 5000 Peru State College Foundation 600 Hoyt Street PO Box 10 Peru NE 68421 N/A PC Charitable 4000 Phi Delta Theta Foundation 2 South Campus Avenue Oxford OH 45056 N/A PC Charitable 10000 Omaha Girls Rock 6058 Maple Street Omaha NE 68104 N/A PC Charitable 5000 Blood Cancer United 1201 15th Street NW Suite 410 Washington DC 20005 N/A PC Charitable 1000 Lincoln Hygiene Network 6200 Adams Street Lincoln NE 68507 N/A PC Charitable 1000 Pediatric Cancer Action Network PO Box 22992 Lincoln NE 68542 N/A PC Charitable 1000 263680 0 14 111 14 152077 18 115152 0 267340 0 267340 0 0 0 0 0 0 0 0 0 0 Professional Fees 3876 1938 1938 0 SECURITIES AT COST 4772008 6155983 Management Fees 3000 3000 3000 0 Advisory Fees 56846 56846 56846 0 Longspur Fund, LP Fees 998 998 998 0 Miscellaneous Expenses 770 0 0 0 Other Fees 50 50 50 0 Foreign Taxes Paid 4909 4909 4909 0 Federal Income Taxes 5000 5000 5000 0