2020-11-16T15:44:40-06:00 2020-06-30 470526649 DANA F COLE & COMPANY LLP 1248 O STREET SUITE 500 LINCOLN NE 68508 990PF 2019-07-01 470825494 Herbert T Weston Jr and Marian S Weston Foundation HERB 4024799300 CO Tom Obrist 1248 O St No 500 Lincoln NE 68508 Katharine W Cohen Director 4024799300 2020-11-16 1 THOMAS M OBRIST P00249566 4024799300 162.210.5.162 2020-11-16 12:21:21 CS P EBD07C99DDCE9AAB234BB00470763D32C52E3FF7 1A4B56C2631C6F6D44D68074EDD70686CD3EB859 2019 2021-04-22 16:20:28Z X 10392231 X 7834909 X 10044 3965 345969 345969 1545 1545 -21290 15008 249553 15008 2757 2757 8210232 369244 0 0 0 1650 1650 0 14855 14855 0 6163 6163 0 1740 1740 25984 25984 0 50392 50392 0 102000 102000 152392 50392 102000 8057840 318852 32975 93068 93068 561194 5385 556627 555809 494711 920426 1087961 1952125 14680 12301 3301 2379 2379 0 7834909 7849948 1513329 9574126 10392231 0 2957 0 2957 X 1513329 9571169 0 0 0 0 1513329 9571169 1513329 9574126 1513329 8057840 0 9571169 0 9571169 SALE OF PUBLICLY TRADED STOCK 1940 2038 -98 -98 SALE OF PUBLICLY TRADED STOCK 12559 20273 -7714 -7714 SALE OF PUBLICLY TRADED STOCK 128254 103974 24280 24280 SALE OF PUBLICLY TRADED STOCK 106800 108260 -1460 -1460 15008 0 56000 2064603 0.027124 50000 1133994 0.044092 46500 967894 0.048042 44000 934931 0.047062 39254 879676 0.044623 0.210943 0.042189 3338360 140842 3189 144031 102000 6377 0 6377 0 6377 0 0 0 0 12 6389 0 0 0 0 0 0 0 0 0 0 1 1 NE 1 0 0 0 0 1 N/A Tom Obrist 4024799300 1248 O Street Suite 500 Lincoln NE 68508 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Matthew Cohen 4610 A Street Lincoln NE 68510 President 1.00 0 0 0 Edson Bridges II 1125 South 103rd Street Suite 580 Omaha NE 68124 Director - Asst Treasurer 1.00 0 0 0 Katherine Weston Cohen 54 Lakehurst Lane Murray KY 42071 Vice President 1.00 0 0 0 Nicole Gray 4610 A Street Lincoln NE 68510 Treasurer 1.00 0 0 0 Brian Miles 1125 South 103rd Street Suite 580 Omaha NE 68124 Secretary 1.00 0 0 0 NONE 0 NONE 0 0 2681556 213272 494370 3389198 0 0 3389198 50838 3338360 166918 166918 6377 6377 160541 0 160541 0 160541 102000 0 102000 0 102000 160541 101856 0 0 102000 101856 0 0 144 0 0 0 0 0 0 0 0 160397 0 0 0 Matthew Cohen Katharine W Cohen PO Box 303 Beatrice NE 68310 2702269038 General letter containing purposes and intent, IRS Exemption letter None None Beatrice Cemetery Association 408 N 33rd St Beatrice NE 68310 None NC Tree planting and tree care 3000 Beatrice Humane Society PO Box 646 Beatrice NE 68310 None PC General Purpose 9000 Beatrice Public Library Foundation PO Box 338 Beatrice NE 68310 None PC General Purpose 5000 Community Players Inc PO Box 116 Ella St Beatrice NE 68310 None PC Theatre Awareness 4000 Dolly's Legacy Animal Rescue PO Box 23122 Lincoln NE 68542 None PC General Purpose 1500 First Families Now 2904 BIA 27 Porcupine SD 57772 None PC Flood relief 5000 Fontenelle Forest 1111 North Bellevue Blvd Bellevue NE 68005 None PC Raptor Recovery 4500 Food Bank of Lincoln 4840 Doris Bair Cir Ste A Lincoln NE 68504 None pc General Purpose 1500 Friends of Lied 301 N 12th Street Lincoln NE 685880151 None PC General Purpose 2000 Gage County Historical Society PO Box 793 Beatrice NE 68310 None PC General Purpose 6000 Humane Society of Callaway Cnty KY CO Tom Ewing PO Box 764 Murray KY 42071 None PC General Purpose 9000 Lincoln Community Foundation 215 Centennial Mall S Ste 100 Lincoln NE 68508 None PC General Purpose 4000 Lutheran Family Services 1300 P Street Lincoln NE 68508 None PC General Purpose 3500 Main Street Beatrice 205 N 4th St Beatrice NE 68310 None PC General Purpose 3500 Mari Sandoz Heritage Society 3227 S 29th St Lincoln NE 68502 None PC General Purpose 3000 Nebraska Appleseed 941 O St Ste 920 Lincoln NE 68508 None PC General Purpose 1000 Nebraska Peace Foundation 941 O St Ste 1026 Lincoln NE 68508 None PC General Purpose 2000 Nebraska Statewide Arboretum UNL Keim Hall 102 PO Box 830964 Lincoln NE 68583 None PC General Purpose 4000 People's City Mission 110 Q St Lincoln NE 68508 None PC General Purpose 2000 Phoenix Effect Death Row Rescue 17737 S Leweling Rd Scranton KS 66537 None PC General Purpose 1500 Prairie Plains Resource Institute 1307 L St Aurora NE 68818 None PC General Purpose 3000 Spring Creek Prairie Audubon Center 11700 SW 100th St PO Box 117 Denton NE 68339 None PC Educational and Environmental Programs 6000 University of Nebraska Foundation 1010 Lincoln Mall Lincoln NE 68508 None PC The Walt Whitman Archive Fund 13500 Wildlife Rescue Team PO Box 80127 Lincoln NE 69501 None PC Appreciation of Volunteers on Behalf of Wildlife 4500 102000 0 14 10044 14 345969 16 -21290 14 2757 18 15008 0 352488 0 352488 0 0 0 0 0 0 0 0 0 0 Accounting fees 1650 1650 0 Lawn Mower 2004-08-02 8229 8229 200DB 7.000000000000 0 0 Gate and Fence 2013-11-25 5726 4567 SL 7.000000000000 818 818 Lawn Mower 2016-02-05 6451 3150 SL 7.000000000000 922 922 Gate and Fence 5726 5385 341 Bridges Trust Company - Donated AT COST 282655 860323 Bridges Trust Company - Purchased AT COST 742470 1028966 Investment in Marion Sherwood Weston Irrevocable Trust AT COST 62836 62836 Lawn Mower 8229 8229 0 Lawn Mower 6451 4072 2379 Beneficial Interest in Trusts: Weston Testamentary Trust 4816762 4841142 Beneficial Interest in Trusts: Marian Sherwood Weston Irrevocable Trust 3018147 3008806 Post office box 63 63 0 Utilities 1041 1041 0 Miscellaneous 272 272 0 Web site design 7500 7500 0 Spraying, mowing, & tree removal 5888 5888 0 Contract labor 2880 2880 0 Fuel & supplies 979 979 0 Insurance 1336 1336 0 Repairs 5050 5050 0 Survey fees 975 975 0 Proceeds from Class Action Lawsuit 410 410 410 Herbert T Weston Jr Testamentary Trust 2347 2347 2347 Investment in Herbert T Weston Testamentary Trust 0 2957 Trustee fees 14855 14855 0 Income tax 436 436 0 Real estate tax 5727 5727 0