2022-05-02T11:09:19-05:00 2021-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990PF 2021-01-01 470830374 SUNNY DURHAM FAMILY FOUNDATION SUNN 4023900390 9636 OAK CIRCLE OMAHA NE 68124 MARY D LUNDGREN PRESIDENT 4023900390 2022-04-27 1 MARY LUNDGREN 999009999 STEVEN P KENNEY P00056212 4024968800 2022-04-26 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 23855685 X 100000 27 27 27 718694 718694 718694 292178 7432403 292178 41871 41871 41871 1152770 1052770 760592 110000 0 0 0 7230 7230 0 0 103764 103764 0 0 15000 0 0 0 235994 110994 0 0 1167000 1167000 1402994 110994 0 1167000 -250224 941776 760592 1434865 549205 549205 22243456 22878892 23306480 23678321 23428097 23855685 0 0 X 0 0 0 0 23678321 23428097 23678321 23428097 23678321 23428097 23678321 -250224 0 23428097 0 23428097 SHORT TERM P 2021-01-01 2021-12-31 1464314 1424125 40189 40189 LONG TERM P 2014-12-12 2021-12-31 5968089 5716100 251989 251989 292178 40189 13091 0 13091 0 13091 17804 0 0 0 17804 X 26 4687 4687 0 0 0 0 0 0 0 0 0 0 0 1 1 NE 1 0 0 0 0 1 N/A SUNNY DURHAM LUNDGREN 4023900390 9636 OAK CIRCLE OMAHA NE 68124 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY D LUNDGREN 9636 OAK CIRCLE OMAHA NE 68124 PRESIDENT & CEO 10.00 50000 0 0 ANDREW D LUNDGREN 1010 N 192ND CT 314 OMAHA NE 68022 VICE PRESIDENT 5.00 30000 0 0 JENNIFER LUNDGREN 1908 WEST LARCHMONT CHICAGO IL 60613 VICE PRESIDENT 5.00 30000 0 0 NONE 0 NONE 0 0 24192426 319097 0 24511523 0 0 24511523 367673 24143850 1207193 1207193 13091 13091 1194102 0 1194102 0 1194102 1167000 0 1167000 1194102 33030 0 0 1167000 33030 0 0 1133970 0 0 0 0 0 0 0 0 60132 0 0 0 X COMPLETELY KIDS 2566 ST MARYS AVE OMAHA NE 68105 NONE 501(C)(3) GENERAL SUPPORT 100000 DURHAM MUSEUM 801 SOUTH 10TH ST OMAHA NE 68108 NONE 501(C)(3) GENERAL SUPPORT 60000 FRIENDS OF COONLEY 4046 NORTH LEAVITT CHICAGO IL 60618 NONE 501(C)(3) GENERAL SUPPORT 100000 GREAT PLAINS COMMONS 2707 N 48TH ST OMAHA NE 68106 NONE 501(C)(3) GENERAL SUPPORT 50000 HABITAT FOR HUMANITY 1701 N 24TH ST OMAHA NE 68110 NONE 501(C)(3) GENERAL SUPPORT 50000 INTERCULTURAL SENIOR CENTER 5545 CENTER ST OMAHA NE 68106 NONE 501(C)(3) GENERAL SUPPORT 35000 J P LORD 4444 MARINDA ST OMAHA NE 68105 NONE 501(C)(3) GENERAL SUPPORT 50000 JET AWARD FD 11711 ARBOR ST OMAHA NE 68144 NONE 501(C)(3) GENERAL SUPPORT 20000 MUNROE MEYER 6902 PINE ST OMAHA NE 68106 NONE 501(C)(3) GENERAL SUPPORT 45000 NEBRASKA CHILDREN FAMILIES 215 CENTENNIAL MALL LINCOLN NE 68508 NONE 501(C)(3) GENERAL SUPPORT 50000 NEBRASKA HUMANE SOCIETY 8929 FORT ST OMAHA NE 68134 NONE 501(C)(3) GENERAL SUPPORT 70000 NO MORE EMPTY POTS 8501 N 30TH ST OMAHA NE 68112 NONE 501(C)(3) GENERAL SUPPORT 10000 OMAHA COMMUNITY PLAYHOUSE 6915 CASS ST OMAHA NE 68132 NONE 501(C)(3) GENERAL SUPPORT 50000 OMAHA EQUESTRIAN FD 1004 FARNAM ST OMAHA NE 68102 NONE 501(C)(3) GENERAL SUPPORT 50000 OMAHA PERFORMING ARTS 1200 DOUGLAS ST OMAHA NE 68102 NONE 501(C)(3) GENERAL SUPPORT 30000 OMAHA SYMPHONY 1905 HARNEY ST OMAHA NE 68102 NONE 501(C)(3) GENERAL SUPPORT 50000 PAWS PO BOX 1037 LYNNWOOD WA 98046 NONE 501(C)(3) GENERAL SUPPORT 50000 QUALITY LIVING 6404 N 70TH PLAZA OMAHA NE 68104 NONE 501(C)(3) GENERAL SUPPORT 10000 RONALD MCDONALD 620 S 38TH ST OMAHA NE 68105 NONE 501(C)(3) GENERAL SUPPORT 10000 SHRINERS HOSPITAL 2211 N OAK PARK AVE CHICAGO IL 60707 NONE 501(C)(3) GENERAL SUPPORT 50000 TUNNELS TO TOWERS FOUNDATION 2362 HYLAN BLVD STATEN ISLAND NY 10306 NONE 501(C)(3) GENERAL SUPPORT 50000 WEST HILLS CHURCH 3015 S 82ND AVE OMAHA NE 68124 NONE 501(C)(3) GENERAL SUPPORT 100000 KICKS FOR A CURE PO BOX 241603 OMAHA NE 68124 NONE 501(C)(3) GENERAL SUPPORT 15000 GREATER KC COMMUNITY FUND 1055 BROADWAY BLVD SUITE 130 KANSAS CITY MO 64105 NONE 501(C)(3) GENERAL SUPPORT 1000 HOT SHOPS 1301 NICHOLAS STREET OMAHA NE 68102 NONE 501(C)(3) GENERAL SUPPORT 10000 CIRCLE THEATER 4444 FRANCES ST OMAHA NE 68105 NONE 501(C)(3) GENERAL SUPPORT 30000 STRATEGIC AIR COMMAND MUSUEM 28210 WEST PARK HIGHWAY ASHLAND NE 68003 NONE 501(C)(3) GENERAL SUPPORT 1000 MUDDY PAWS ANIMAL RESCUE 527 DELONG AVENUE COUNCIL BLUFFS IA 51503 NONE 501(C)(3) GENERAL SUPPORT 5000 BEST BUDDIES 100 SOUTHEAST SECOND STREET SUITE 2200 MIAMI FL 33131 NONE 501(C)(3) GENERAL SUPPORT 5000 ASSISTANT LEAGUE 8502 WEST CENTER ROAD OMAHA NE 68124 NONE 501(C)(3) GENERAL SUPPORT 10000 1167000 0 14 27 14 718694 14 41871 18 292178 0 1052770 0 1052770 0 0 0 0 0 0 0 0 0 0 X X 1 CHARLES W DURHAM CLAT II C/O US BANK NA PO BOX 3168 PORTLAND OR 97208 100000 X ACCOUNTING FEES 7230 7230 0 0 CORPORATE BONDS 22462631 22875329 FOREIGN ISSUE BONDS 416261 431151 OTHER INCOME 41871 41871 41871 MANAGEMENT FEES 85595 85595 0 0 TRUST FEES 18169 18169 0 0 2021 ESTIMATED TAX PAYMENT 15000 0 0 0