2024-11-07T14:07:35-06:00 2023-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990PF 2023-01-01 470761456 HARPER FAMILY FOUNDATION HARP 4027781312 PO BOX 241259 OMAHA NE 68124 CHRIS MURPHY PRESIDENT 4027781312 2024-11-05 1 0 STEVEN P KENNEY P00056212 4024968800 2024-11-04 2023 2024-10-15 13:58:12Z X 210434340 X X 4621572 4621572 4177371 50738949 4177371 100840 100840 8899783 8899783 64000 0 64000 136 0 136 20380 0 20380 862047 862047 0 47542 47542 0 399844 126728 0 160664 0 39383 1554613 1036317 123899 8610853 8610853 10165466 1036317 8734752 -1265683 7863466 7123524 1056541 1056541 157194940 163754232 203614063 8983454 2653031 5763736 173301918 167463804 210434340 0 0 X 0 0 34117 34117 173267801 167429687 173301918 167463804 173301918 167463804 173301918 -1265683 0 172036235 4572431 167463804 CAPITAL GAINS P 2021-01-01 2023-12-31 50736531 46561578 4174953 4174953 CAPITAL GAINS DIVIDENDS P 2418 2418 2418 4177371 109302 0 109302 0 109302 111822 0 25000 0 136822 X 593 26927 26927 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NE 1 0 0 0 0 1 N/A CHRIS MURPHY PRESIDENT 4027781312 PO BOX 241259 OMAHA NE 68124 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DR CHARLES MIKE HARPER JR PO BOX 214259 OMAHA NE 68124 TRUSTEE 5.00 8000 0 0 KATHLEEN WENNGATZ PO BOX 214259 OMAHA NE 68124 TRUSTEE 1.00 8000 0 0 CHRIS MURPHY PO BOX 214259 OMAHA NE 68124 TRUSTEE 5.00 8000 0 0 REBECCA WENNGATZ PO BOX 214259 OMAHA NE 68124 TRUSTEE 5.00 8000 0 0 ELIZABETH MURPHY PO BOX 214259 OMAHA NE 68124 TRUSTEE 1.00 8000 0 0 JOHN HERROLD PO BOX 214259 OMAHA NE 68124 TRUSTEE 1.00 8000 0 0 BREGAN HERROLD PO BOX 214259 OMAHA NE 68124 TRUSTEE 1.00 8000 0 0 MARY HARPER PO BOX 214259 OMAHA NE 68124 TRUSTEE 1.00 8000 0 0 NONE 0 SAGEWORTH 300 S PHILLIPS AVENUE SUITE 204 SIOUX FALLS SD 57104 INVESTMENT MANAGEMENT FEES 377272 NORTHERN TRUST PO BOX 803878 CHICAGO IL 60680 INVESTMENT MANAGEMENT FEES 207103 FARNAM STREET PARTNERS LP 3033 EXCELSIOR BOULEVARD SUITE 300 MINNEAPOLIS MN 55416 INVESTMENT MANAGEMENT FEES 97855 OMAHA COMMUNITY FOUNDATION 1120 S 101ST STREET STE 320 OMAHA NE 68124 CHARITABLE GIVING SERVICES 72625 0 0 198664082 4293471 0 202957553 0 0 202957553 3044363 199913190 9995660 9995660 109302 30868 140170 9855490 0 9855490 0 9855490 8734752 0 8734752 9855490 8084946 0 0 8734752 8084946 0 0 649806 0 0 0 0 0 0 0 0 9205684 0 0 0 X OMAHA COMMUNITY FOUNDATION 3555 FARNAM STREET 222 OMAHA NE 68131 501(C)(3) GENERAL 8610853 8610853 0 14 4621572 14 100840 18 4177371 0 8899783 0 8899783 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 20380 0 20380 NORTHERN TRUST 89144769 112718530 SAGEWORTH 74609463 90895533 FARNAM STREET PARTNERS AT COST 2653031 5763736 LEGAL FEES 136 0 136 PRIOR PERIOD ADJUSTMENT 4572431 MEETING EXPENSE 39383 0 39383 OTHER DEDUCTIONS 121281 0 0 ROYALTIES 2821 2821 2821 NET RENTAL INCOME -50024 -50024 -50024 OTHER INCOME 86858 86858 86858 ORDINARY INCOME 61185 61185 61185 MANAGEMENT FEES 72625 72625 0 INVESTMENT FEES 789422 789422 0 FOREIGN TAXES PAID 126728 126728 0 EXCISE TAXES PAID 230054 0 0 STATE TAXES PAID 43062 0 0