2025-05-08T12:14:13-05:00 2024-12-31 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990PF 2024-01-01 470652086 ROBERT J KUTAK FOUNDATION ROBE 4023466000 1650 FARNAM ST OMAHA NE 68102 PATRICIA SCHUETT PETERSON PRESIDENT 4023466000 2025-05-06 1 1 WENDY R COOLEY CPA P01523804 4023302660 2025-05-05 2024 2025-03-06 01:10:19Z X 344502 X 1500 X 305 305 7862 7862 15847 55532 15847 14 14 25528 24028 0 0 0 2713 1356 1357 4038 4038 0 566 285 0 7317 5679 1357 30000 30000 37317 5679 31357 -11789 18349 16704 6895 6895 183497 178110 246212 104202 107609 91395 304403 292614 344502 0 0 X 304403 292614 304403 292614 304403 292614 304403 -11789 0 292614 0 292614 PUBLICLY TRADED SECURITIES P 2024-06-01 2024-12-31 4732 3666 1066 1066 PUBLICLY TRADED SECURITIES P 2023-06-01 2024-12-31 49370 36019 13351 13351 CAPITAL GAINS DIVIDENDS P 1430 1430 1430 15847 255 0 255 0 255 400 0 0 0 400 0 145 145 0 0 0 0 0 0 0 0 0 0 0 1 1 NE 1 0 0 0 0 1 N/A PATRICIA SCHUETT PETERSON 4023466000 1650 FARNAM STREET OMAHA NE 68102 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PATRICIA SCHUETT PETERSON 1650 FARNAM STREET OMAHA NE 681022186 DIRECTOR & PRESIDENT 1.00 0 0 0 DAVID L AMSDEN 2092 CONTINENTAL DRIVE ATLANTA GA 30345 DIRECTOR & VICE-PRESIDENT 1.00 0 0 0 PATRICK A RAY 6742 SAN JUAN AVE PARADISE VALLEY AZ 85253 DIRECTOR & SECRETARY 1.00 0 0 0 JILL M JERSEK 1650 FARNAM STREET OMAHA NE 681022186 TREASURER 1.00 0 0 0 JOSEPH A INGRISANO 11303 WOODBROOK LN RESTON VA 20194 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 334596 9949 0 344545 0 0 344545 5168 339377 16969 16969 255 255 16714 0 16714 0 16714 31357 0 31357 16714 0 0 4768 4549 1973 14079 15415 40784 31357 0 0 0 16714 14643 0 0 55427 0 0 0 0 0 0 4768 50659 4549 1973 14079 15415 14643 PATRICIA SCHUETT PETERSON 1650 FARNAM STREET OMAHA NE 68102 4023466000 TYPEWRITTEN AND INCLUDE INFORMATION ON THE APPLICANT'S BACKGROUND AND USES TO WHICH THE FUNDS WOULD BE APPLIED. APPLICATIONS ARE ACCEPTED AT ANY TIME. RESPONSES ARE USUALLY RECEIVED WITHIN 3 MONTHS OF APPLICATION PREFERENCE IS GIVEN TO GRANTS THAT SUPPORT FINE ARTS OR SUPPORT EDUCATION AND TRAINING IN THE LEGAL PROFESSION. NATIONAL LEGAL AID & DEFENDERS ASSOCIATION 1140 CONNECTICUT AVE NW STE 900 WASHINGTON DC 20036 PC TO FUND AWARDS FOR OUTSTANDING PERFORMANCE IN THE FIELD OF PROVIDING LEGAL AID TO THE POOR AND THE EXPENSES ASSOCIATED THEREWITH. 20000 NEBRASKA LEGAL DIVERSITY COUNCIL PO BOX 31098 OMAHA NE 68131 PC TO FUND A NON-PROFIT ENTITY FOCUSED ON PIPELINE, RECRUITING, HIRING AND RETENTION OF DIVERSE ATTORNEYS IN NEBRASKA. 10000 30000 0 14 305 14 7862 18 15847 SETTLEMENT INCOME 01 14 0 24028 0 24028 0 0 0 0 0 0 0 0 0 0 TAX AND ACCOUNTING 2713 1356 1357 EATON CORP PLC 687 2323 KLA CORP 885 1260 OTIS WORLDWIDE CORP 944 1111 BOOZ ALLEN HAMILTON HOLDINGS 248 386 PACCAR INC 1011 1456 HOME DEPOT INC 929 2334 NIKE INC -CL B 1126 984 REGENERON PHARMACEUTICALS 797 712 ROCHE HOLDINGS LTD-SPONS ADR 1491 1221 VERTEX PHARMACEUTICALS INC 1156 1611 ZOETIS INC 934 978 EDWARDS LIFESCIENCES CORP 843 740 MEDTRONIC PLC 2660 2077 THERMO FISHER SCIENTIFIC INC 1573 1561 WATERS CORP 1119 1484 CORTEVA INC 1283 1367 IQVIA HOLDINGS INC 2014 1965 UNITEDHEALTH GROUP INC 2479 4047 COMCAST CORP-CLASS A 1907 1764 COCA-COLA CO/THE 1400 1556 CONSTELLATION BRANDS INC-A 1141 1105 PROCTER & GAMBLE CO/THE 1281 1509 COSTCO WHOLESALE CORP 707 916 WALMART INC 2161 3975 HYATT HOTELS CORP - CL A 472 628 BERNSTEIN EMERGING MARKETS PORTFOLIO 7388 9913 BAKER HUGHES CO 1638 1969 CHEVRON CORP 472 435 EOG RESOURCES INC 1860 2206 BANK OF AMERICA CORP 1469 2198 GOLDMAN SACHS GROUP INC 1433 2863 PROGRESSIVE CORP 1035 2156 PROLOGIS INC 1736 1586 SCHWAB (CHARLES) CORP 2556 2664 VISA INC-CLASS A SHARES 3512 6005 WELLS FARGO & CO 1971 2950 WILLIS TOWERS WATSON PLC 651 940 LINDE PLC 865 1256 LYONDELLSBASELL INDU-CL A 1629 1411 BERNSTEIN INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO 55349 57108 AB DISCOVERY GRWTH FUND- ADVISOR 6118 6403 AB DISCOVERY VALUE FUND 7388 8158 AB SMALL CAP CORE PORTFOLIO ADV CL 5239 5590 CSX CORP 2025 2227 MICROSOFT CORP 4103 12645 ORACLE CORP 1572 3166 SERVICENOW INC 439 1060 APPLE INC 1371 8013 WESTERN DIGITAL CORP 548 477 ADOBE INC 2102 1779 WALT DISNEY CO/THE 1890 2116 BROADCOM INC 1803 4869 NVIDIA CORP 929 11549 NXP SEMICONDUCTORS NV 1550 1871 QUALCOMM INC 479 614 ALPHABET INC-CL C 2763 8570 AMAZON.COM INC 4225 7459 CDW CORP/DE 399 696 META PLATFORMS INC-CLASS A 2198 5855 T-MOBILE US INC 1398 2207 AMERICAN ELECTRIC POWER 1130 1291 MERCK & CO. INC 1514 1194 LABCORP HOLDINGS INC 1183 1147 STARBUCKS CORP 1037 1004 DIGITAL REALTY TRUST INC 1292 1241 PENTAIR PLC 478 604 HUBSPOT INC 554 697 FISERV INC 1499 1643 HONEYWELL INTERNATIONAL INC 853 904 TAIWAN SEMICONDUCTOR-SP ADR 1266 1382 AMEREN CORPORATION 1174 1159 DEERE & CO 1210 1271 GE VERNOVA INC 817 1645 CAMECO CORP 752 976 BERNSTEIN INTERMEDIATE DURATION POTFOLIO AT COST 107609 91395 SETTLEMENT INCOME 14 14 14 INVESTMENT MANAGEMENT 4038 4038 0 FEDERAL TAXES 281 0 0 FOREIGN TAXES 285 285 0