Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
MILTON & MIRIAM WALDBAUM FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)6695 COUNTY ROAD 32
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT CALHOUN, NE68023
A Employer identification number

36-3611254
B Telephone number (see instructions)

(402) 345-5866
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,894,091J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 36,508 36,508  
4 Dividends and interest from securities... 104,157 104,157  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,300
b Gross sales price for all assets on line 6a 1,365,002
7 Capital gain net income (from Part IV, line 2)... 7,300
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 147,965 147,965  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,000 12,000   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 128 128   0
b Accounting fees (attach schedule)....... Click to see attachment 2,200 2,200   0
c Other professional fees (attach schedule).... Click to see attachment 45,344 45,344   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,948 1,948   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 361 361   0
23 Other expenses (attach schedule)....... Click to see attachment 6,958 6,958   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 68,939 68,939   0
25 Contributions, gifts, grants paid....... 337,721 337,721
26 Total expenses and disbursements. Add lines 24 and 25 406,660 68,939   337,721
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -258,695
b Net investment income (if negative, enter -0-) 79,026
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 344,749 159,151 159,151
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 629,990 Click to see attachment384,027 410,128
b Investments—corporate stock (attach schedule)....... 2,237,860 Click to see attachment2,196,171 4,427,528
c Investments—corporate bonds (attach schedule)....... 554,721 Click to see attachment387,130 427,907
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 988,915 Click to see attachment1,371,061 1,469,377
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,756,235 4,497,540 6,894,091
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 4,756,235 4,497,540
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,756,235 4,497,540
30 Total liabilities and net assets/fund balances (see instructions). 4,756,235 4,497,540
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,756,235
2
Enter amount from Part I, line 27a .....................
2
-258,695
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,497,540
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,497,540
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a FHLMC POOL #QA4354 3.00% 11/01/49 - 46.48   2019-11-22 2020-01-28
b FHLMC POOL #ZL9432 3.00% 04/01/45 - 62.59   2019-04-29 2020-01-28
c FHLMC POOL #ZTOOOO 3.000% 1/01/47 - 130.05   2019-07-01 2020-01-28
d CORBIN MULTI STRATEGY FUND LLC - 1221.125   2012-01-02 2020-02-18
e FHLMC POOL #QA4354 3.00% 11/01/49 - 136.88   2019-11-22 2020-02-25
FHLMC POOL #ZL9432 3.00% 04/01/45 - 1236.91   2019-04-29 2020-02-25
FHLMC POOL #ZTOOOO 3.000% 1/01/47 - 121.14   2019-07-01 2020-02-25
US TREASURY NOTE 1.125% 7/31/21 - 40000   2016-12-02 2020-02-27
US TREASURY NOTE 1.750% 5/15/22 - 75000   2019-11-19 2020-02-27
DC WT 4.068% 10/01/20 - 30000   2010-10-20 2020-02-28
FHLMC POOL #QA4354 3.00% 11/01/49 - 193.17   2019-11-22 2020-03-25
FHLMC POOL #ZL9432 3.00% 04/01/45 - 56.79   2019-04-29 2020-03-25
FHLMC POOL #ZTOOOO 3.000% 1/01/47 - 143.27   2019-07-01 2020-03-25
BOSTON P LNG/SHRT RES-INS #7015 - 95315.3   2014-06-30 2020-04-23
MERGER FUND-INST #301 - 1762.632   2014-08-01 2020-04-23
TMPLTN EM MRKT SM CAP-R6 #8426 - 2692.998   2015-12-11 2020-04-23
EATON CORP PLC - 550   2012-12-03 2020-04-24
HOME DEPOT INC - 155   2017-04-03 2020-04-24
PNC FINANCIAL SERVICES GROUP - 270   2017-03-27 2020-04-24
VANGUARD FTSE EMERGING MARKETS ETF - 1800   2019-05-23 2020-04-24
VANGUARD MID-CAP VALUE INDEX - 375   2018-12-12 2020-04-24
ZOETISINC - 340   2017-04-25 2020-04-24
FHLMC POOL #QA4354 3.000% 11/01/49 - 49.14   2019-11-22 2020-04-27
FHLMC POOL #ZL9432 3.000% 4/01/45 - 841.66   2019-04-29 2020-04-27
FHLMC POOL #ZTOOO0 3.000% 1/01/47 - 93.33   2019-07-01 2020-04-27
RAYTHEON TECHNOLOGIES CORP - 0.762   2019-10-18 2020-04-29
FHLMC POOL #QA4354 3.000% 11/01/49 - 71.33   2019-11-22 2020-05-26
FHLMC POOL #ZL9432 3.000% 4/01/45 - 799330   2019-04-29 2020-05-26
FHLMC POOL #ZT0OO0 3.000% 1/01/47 - 151.07   2019-07-01 2020-05-26
TJX COMPANIES INC - 400   2011-07-07 2020-05-29
CORBIN MULTI-STRATEGY 5% HOLDBACK - 5515.55   2019-12-13 2020-06-10
FHLMC POOL #QA4354 3.000% 11/01/49 - 49.74   2019-11-22 2020-06-25
FHLMC POOL #ZL9432 - 441.68   2019-04-29 2020-06-25
FHLMC POOL #ZTOOOO 3.000% 1/01/47 - 223.79   2019-07-01 2020-06-25
FHLMC POOL #QA4354 3.000% 11/01/49 - 2960.7   2019-11-22 2020-07-27
FHLMC POOL #ZL9432 3.000% 4/01/45 - 57.15   2019-04-29 2020-07-27
FHLMC POOL #ZT0000 3.000% 1/01/47 - 230.64   2019-07-01 2020-07-27
EOG RESOURCES, INC - 305   2018-04-10 2020-08-20
FLEX LTD - 2460   2018-03-07 2020-08-20
LAS VEGAS SANDS CORP - 655   2016-04-26 2020-08-20
SUNCOR ENERGY INC NEW F - 1500   2015-07-07 2020-08-20
PRINCIPAL HIGH YIELD-R6 #4264 - 15343.374   2019-10-09 2020-08-21
FHLMC POOL #QA4354 3.000% 11/01/49 - 44.49   2019-11-22 2020-08-25
FHLMC POOL #ZL9432 3.000% 4/01/45 - 741.05   2019-04-29 2020-08-25
FHLMC POOL #ZT0000 3.000% 1/01/47 - 301.9   2019-07-01 2020-08-25
FHLMC POOL #QA4354 3.000% 11/01/49 - 44.48   2019-11-22 2020-09-25
FHLMC POOL #ZL9432 3.000% 4/01/45 - 1182.86   2019-04-29 2020-09-25
FHLMC POOL #ZT00OO 3.000% 1/01/47 - 200.33   2019-07-01 2020-09-25
FHLMC POOL #QA4354 3.000% 11/01/49 - 46.89   2019-11-22 2020-10-26
FHLMC POOL #ZTOOO0 3.000% 1/01/47 - 379.38   2019-07-01 2020-10-26
CME GROUP INC - 235   2013-02-05 2020-10-28
FHLMC POOL#QA4354 3.000% 11/01/49 - 46.75   2019-11-22 2020-11-25
FHLMC POOL #ZL..9432 3.000% 4/01/45 - 754310   2019-04-29 2020-11-25
FHLMC POOL #ZT0000 3.000% 1/01/47 - 311.41   2019-07-01 2020-11-25
EV GLBL MACR ABS RTRN-R6 #1071 - 5006.667   2011-08-01 2020-12-03
STERLING CAPITAL STRATTON SMALL CAP - 698.613   2015-12-11 2020-12-03
GILEAD SCIENCES INC 3.500% 2/01/25 - 25000   2017-02-02 2020-12-15
TOYOTA MOTOR CREDIT 3.400% 9/15/21 - 50000   2016-02-09 2020-12-15
VALERO ENERGY CORP 4.000% 4/01/29 - 40000   2019-04-30 2020-12-15
LOS ANGELES CNTY CA 3.180% 12/01/21 - 25000   2015-08-13 2020-12-16
US TREASURY NOTE 1.750% 5/15/22 - 75000   2019-11-19 2020-12-17
US BANCORP 3.000% 3/15/22 - 50000   2014-07-01 2020-12-18
FHLMC POOL #QA4354 3.000% 11/01/49 - 47.29   2019-11-22 2020-12-28
FHLMC POOL #ZL9432 3.000% 4/01/45 - 402.52   2019-04-29 2020-12-28
FHLMC POOL #ZTOO00 3.000% 1/01/47 - 413.19   2019-07-01 2020-12-28
US TREASURY NOTE 2.500% 8/15/23 - 15000   2017-12-06 2020-12-29
A-H.JVIC POOL #ZL9432 3.000% 4/01/45 - 422.47   2019-04-29 2020-10-26
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 46   47 -1
b 63   62 1
c 130   132 -2
d 110,311   135,100 -24,789
e 137   134 3
1,237   1,225 12
121   123 -2
39,917   39,598 319
75,923   75,431 492
30,263   30,000 263
193   197 -4
57   56 1
143   146 -3
124,005   136,779 -12,774
30,000   28,908 1,092
25,557   30,000 -4,443
42,821   21,019 21,802
31,537   22,699 8,838
26,795   31,976 -5,181
63,449   71,460 -8,011
32,261   38,907 -6,646
42,778   18,745 24,033
49   50 -1
842   833 9
93   95 -2
51   65 -14
71   73 -2
799   791 8
151   153 -2
22,104   5,547 16,557
5,516   5,516 0
50   51 -1
442   437 5
224   227 -3
2,961   3,020 -59
57   57 0
231   234 -3
14,124   31,430 -17,306
26,697   32,945 -6,248
31,226   33,650 -2,424
25,086   47,232 -22,146
106,943   108,785 -1,842
44   45 -1
741   734 7
302   307 -5
44   45 -1
1,183   1,171 12
200   203 -3
47   48 -1
379   385 -6
37,529   21,908 15,621
47   48 -1
754   747 7
311   316 -5
43,858   45,857 -1,999
54,101   49,203 4,898
27,547   25,124 2,423
51,132   50,459 673
44,456   40,491 3,965
25,547   25,000 547
76,731   75,169 1,562
51,600   50,097 1,503
47   48 -1
403   399 4
413   420 -7
15,926   15,125 801
422   418 4
15,777     15,777
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1
b       1
c       -2
d       -24,789
e       3
      12
      -2
      319
      492
      263
      -4
      1
      -3
      -12,774
      1,092
      -4,443
      21,802
      8,838
      -5,181
      -8,011
      -6,646
      24,033
      -1
      9
      -2
      -14
      -2
      8
      -2
      16,557
      0
      -1
      5
      -3
      -59
      0
      -3
      -17,306
      -6,248
      -2,424
      -22,146
      -1,842
      -1
      7
      -5
      -1
      12
      -3
      -1
      -6
      15,621
      -1
      7
      -5
      -1,999
      4,898
      2,423
      673
      3,965
      547
      1,562
      1,503
      -1
      4
      -7
      801
      4
      15,777
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 7,300
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,098
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,098
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,098
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,936
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,936
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 838
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet838 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOHN WALDBAUM Telephone no.bullet (402) 345-5866

    Located atbullet6695 COUNTY ROAD 32FORT CALHOUNNE ZIP+4bullet68023
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JEROME WALDBAUM TRUSTEE
    0.00     		0 0 0
    6026 95TH PL SW
    OMAHA,NE68127
    CHERYL WALDBAUM TRUSTEE
    0.00     		0 0 0
    6026 95TH PL SW
    OMAHA,NE68127
    SUSAN HUGHSON TRUSTEE
    0.00     		0 0 0
    10335 E JENAN DR
    SCOTTSDALE,AZ85260
    JOHN WALDBAUM TRUSTEE
    5.00     		12,000 0 0
    6695 COUNTY ROAD 32
    FORT CALHOUN,NE68023
    NATHA WALDBAUM TRUSTEE
    0.00     		0 0 0
    6695 COUNTY ROAD 32
    FORT CALHOUN,NE68023
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,312,469
    b
    Average of monthly cash balances.......................
    1b
    3,725
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,316,194
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,316,194
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    94,743
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,221,451
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    311,073
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    311,073
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,098
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,098
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    309,975
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    309,975
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    309,975
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    337,721
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    337,721
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    337,721
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 309,975
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 16,597
    b From 2016...... 12,254
    c From 2017...... 14,437
    d From 2018...... 22,862
    e From 2019...... 19,388
    fTotal of lines 3a through e........ 85,538
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 337,721
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 309,975
    e Remaining amount distributed out of corpus 27,746
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 113,284
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		16,597
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		96,687
    10 Analysis of line 9:
    a Excess from 2016.... 12,254
    b Excess from 2017.... 14,437
    c Excess from 2018.... 22,862
    d Excess from 2019.... 19,388
    e Excess from 2020.... 27,746
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JOHN WALDBAUM
    6695 COUNTY ROAD 32
    FORT CALHOUN,NE68023
    (402) 345-5866
    STONEGATE4@AOL.COM
    bThe form in which applications should be submitted and information and materials they should include:
    THE APPLICATION SHOULD INCLUDE GENERAL BACKGROUND INFORMATION ON THE APPLICANT, THE AMOUNT REQUESTED, THE PROPOSED USE OF THE REQUESTED AMOUNT, AND THE PROPOSED BUDGET OF THE ORGANIZATION.
    cAny submission deadlines:
    APPLICATIONS ARE ACCEPTED AT ANY TIME
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THERE ARE NO RESTRICTIONS DUE TO THE GEOGRAPHICAL LOCATION, KIND OF INSTITUTION, ETC. AWARD AMOUNTS ARE LIMITED ONLY BY THE FOUNDATION'S CAPICITY TO PAY AMOUNTS RELATIVE TO THE TOTAL.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    FORT CALHOUN FIRE AND RESCUE
    602 N 14TH ST
    FORT CALHOUN,NE68023     		  PUBLIC GENERAL FUNDING 1,000
    ADL PACIFIC NORTHWEST REGION
    2200 6TH AVE
    SEATTLE,WA98121     		  PUBLIC GENERAL FUNDING 2,000
    AMERICAN JEWISH WORLD SERVICE
    45 W 36TH ST 11
    NEW YORK,NY10018     		  PUBLIC GENERAL FUNDING 2,500
    ANACORTES FAMILY CENTER
    2702 COMMERCIAL AVE
    ANACORTES,WA98221     		  PUBLIC GENERAL FUNDING 1,000
    ANACORTES PARKS FOUNDATION
    PO BOX 1902
    ANACORTES,WA98221     		  PUBLIC GENERAL FUNDING 3,000
    ANTIDEFAMATION LEAGUE - OMAHA
    333 S 132ND STREET
    OMAHA,NE68154     		  PUBLIC GENERAL FUNDING 5,000
    ARIZONA CRIME VICTIMS RIGHTS LAW GROUP
    PO BOX 2323
    SCOTTSDALE,AZ85251     		  PUBLIC GENERAL FUNDING 4,000
    ARIZONA PUBLIC MEDIA
    PO BOX 210067
    TUCSON,AZ85721     		  PUBLIC GENERAL FUNDING 1,500
    AZSPIRE
    1970 GREENBAY RD UNIT A1
    HIGHLAND PARK,IL60035     		  PUBLIC GENERAL FUNDING 3,000
    BELLEVUE UNIVERSITY FOUNDATION
    1000 GALVIN ROAD SOUTH
    BELLEVUE,NE68005     		  PUBLIC GENERAL FUNDING 5,000
    CARES FOUNDATION INC
    2414 MORRIS AVE STE 110
    UNION,NJ07083     		  PUBLIC GENERAL FUNDING 3,000
    CHILDRENS HOSPITAL FOUNDATION
    8200 DODGE ST
    OMAHA,NE68114     		  PUBLIC GENERAL FUNDING 6,000
    CONGREGATION BETH ISRAEL
    2200 BROADWAY ST
    BELLINGHAM,WA98225     		  PUBLIC GENERAL FUNDING 3,000
    GO WITH THE FLOW INC
    3742 S FIGHTING FALCON DR
    TUCSON,AZ85730     		  PUBLIC GENERAL FUNDING 1,000
    ENVIRONMENT WASHINGTON RESEARCH AND POLICY CENTER
    1402 3RD AVE SUITE 618
    SEATTLE,WA98101     		  PUBLIC GENERAL FUNDING 2,000
    FEIT 4 KIDZ FERTILITY FUND
    6505 WILSHIRE BOULEVARD SUITE 715
    LOS ANGELES,CA90048     		  PUBLIC GENERAL FUNDING 2,000
    FRIENDS OF THE ACFL
    611 R AVENUE
    ANACORTES,WA98221     		  PUBLIC GENERAL FUNDING 1,500
    GIRLS INC
    2811 N 45TH STREET
    OMAHA,NE68104     		  PUBLIC GENERAL FUNDING 4,000
    JEWISH HISTORY MUSEUM & HOLOCAUST HISTORY CENTER
    PO BOX 889
    TUCSON,AZ85702     		  PUBLIC GENERAL FUNDING 2,000
    HOME TRUST OF SKAGIT
    612 S FIRST STREET
    MOUNT VERNON,WA98273     		  PUBLIC GENERAL FUNDING 1,000
    HOUSING HOPE
    5830 EVERGREEN WAY
    EVERETT,WA98203     		  PUBLIC GENERAL FUNDING 2,500
    ISLAND HOSPITAL FOUNDATION
    1211 24TH ST
    ANACORTES,WA98221     		  PUBLIC GENERAL FUNDING 4,000
    JEWISH FAMILY SERVICE
    333 S 132ND ST
    OMAHA,NE68154     		  PUBLIC GENERAL FUNDING 4,000
    JEWISH FEDERATION OF GREATER PHOENIX
    12701 N SCOTTSDALE RD
    SCOTTSDALE,AZ85254     		  PUBLIC GENERAL FUNDING 5,000
    JEWISH FEDERATION OF OMAHA
    333 SOUTH 132ND STREET
    OMAHA,NE68154     		  PUBLIC GENERAL FUNDING 36,967
    JEWISH FEDERATION OF SEATTLE
    2031 THIRD AVENUE
    SEATTLE,WA98121     		  PUBLIC GENERAL FUNDING 2,000
    JEWISH NATIONAL FUND
    42 EAST 69TH ST
    NEW YORK,NY10021     		  PUBLIC GENERAL FUNDING 29,500
    JUVENILE DIABETES RESEARCH FOUNDATION
    26 BROADWAY 14TH FLOOR
    NEW YORK,NY10004     		  PUBLIC GENERAL FUNDING 15,000
    KCTS 9 TELEVISION
    401 MERCER STREET
    SEATTLE,WA98109     		  PUBLIC GENERAL FUNDING 1,500
    KOMEN NEBRASKA RACE FOR THE CURE
    8610 BRENTWOOD DRIVE 3
    LAVISTA,NE68128     		  PUBLIC GENERAL FUNDING 10,000
    KUOW PUGET SOUND PUBLIC RADIO
    4518 UNIVERSITY WAY NORTHEAST
    SEATTLE,WA98105     		  PUBLIC GENERAL FUNDING 2,500
    OMAHA COMMUNITY FOUNDATION
    3555 FARNAM STREET
    OMAHA,NE68131     		  PUBLIC GENERAL FUNDING 5,000
    MOLALLA COMMUNICATIONS EDUCATIONAL FD
    PO BOX 360
    MOLALLA,OR97038     		  PUBLIC GENERAL FUNDING 3,000
    NEW ISRAEL FUND
    330 7TH AVE 1101
    NEW YORK,NY10001     		  PUBLIC GENERAL FUNDING 1,000
    NORTHWEST JUSTICE PROJECT
    401 SECOND AVENUE S SUITE 407
    SEATTLE,WA98104     		  PUBLIC GENERAL FUNDING 1,500
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    434 W 33RD ST 12
    NEW YORK,NY10001     		  PUBLIC GENERAL FUNDING 13,500
    PLANNED PARENTHOOD OF ARIZONA
    4751 N 15TH ST
    PHOENIX,AZ85014     		  PUBLIC GENERAL FUNDING 5,000
    PLANNED PARENTHOOD OF GREAT NORTHWEST
    2001 EAST MADISON STREET
    SEATTLE,WA98122     		  PUBLIC GENERAL FUNDING 4,000
    SAN JUAN PRESERVATION TRUST
    PO BOX 327
    LOPEZ,WA98261     		  PUBLIC GENERAL FUNDING 2,500
    SIENNAFRANCIS HOUSE
    1702 NICHOLAS ST
    OMAHA,NE68102     		  PUBLIC GENERAL FUNDING 5,000
    SKAGIT VALLEY YMCA
    215 E FULTON ST
    MOUNT VERNON,WA98273     		  PUBLIC GENERAL FUNDING 2,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		  PUBLIC GENERAL FUNDING 2,000
    STEPHEN CENTER
    2723 Q STREET
    OMAHA,NE68107     		  PUBLIC GENERAL FUNDING 5,000
    TEMPLE BETH OR
    12604 PACIFIC ST
    OMAHA,NE68154     		  PUBLIC GENERAL FUNDING 9,500
    TEMPLE ISRAEL
    7023 CASS ST
    OMAHA,NE68132     		  PUBLIC GENERAL FUNDING 16,000
    TEMPLE SOLEL
    5100 SHERIDAN ST
    HOLLYWOOD,FL33021     		  PUBLIC GENERAL FUNDING 20,000
    THE FOOD BANK
    6824 J STREET
    OMAHA,NE68117     		  PUBLIC GENERAL FUNDING 15,000
    TRI-FAITH INITIATIVE OF OMAHA
    PO BOX 31344
    OMAHA,NE68131     		  PUBLIC GENERAL FUNDING 12,000
    UNION FOR REFORM JUDAISMCAMP KALSMAN
    14724 184TH STREET NE
    ARLINGTON,WA98223     		  PUBLIC GENERAL FUNDING 10,000
    UNITED WAY OF THE MIDLANDS
    1805 HARNEY ST
    OMAHA,NE68102     		  PUBLIC GENERAL FUNDING 3,200
    UNIVERSITY OF NEBRASKA FOUNDATION
    2285 SOUTH 67TH ST STE 200
    OMAHA,NE68106     		  PUBLIC GENERAL FUNDING 1,000
    WAKEFIELD HERITAGE ORGANIZATION
    PO BOX 216
    WAKEFIELD,NE68784     		  PUBLIC GENERAL FUNDING 1,000
    WAYNE STATE FOUNDATION
    1111 MAIN ST
    WAYNE,NE68787     		  PUBLIC GENERAL FUNDING 21,054
    WHATCOM HILLS WALDORF SCHOOL
    941 AUSTIN ST
    BELLINGHAM,WA98229     		  PUBLIC GENERAL FUNDING 2,000
    WOMENS FUND OF GREATER OMAHA
    7602 PACIFIC ST STE 300
    OMAHA,NE68114     		  PUBLIC GENERAL FUNDING 5,000
    WORLD UNION FOR PROGRESSIVE JUDAISM
    633 THIRD AVE 6TH FLOOR
    NEW YORK,NY10017     		  PUBLIC GENERAL FUNDING 1,000
    ONE N TEN
    1101 N CENTRAL AVE 202
    PHOENIX,AZ85004     		  PUBLIC GENERAL FUNDING 1,000
    TOGETHER INC
    812 S 24TH ST
    OMAHA,NE68108     		  PUBLIC GENERAL FUNDING 4,000
    Total .................................bullet 3a 337,721
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 36,508  
    4 Dividends and interest from securities....     14 104,157  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 7,300  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 147,965 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    147,965
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    MILTON & MIRIAM WALDBAUM FAMILY
     
    FOUNDATION
    EIN:
    36-3611254
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,200 2,200   0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    MILTON & MIRIAM WALDBAUM FAMILY
     
    FOUNDATION
    EIN:
    36-3611254
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 387,130 427,907

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    MILTON & MIRIAM WALDBAUM FAMILY
     
    FOUNDATION
    EIN:
    36-3611254
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 2,196,171 4,427,528

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    MILTON & MIRIAM WALDBAUM FAMILY
     
    FOUNDATION
    EIN:
    36-3611254
    US Government Securities - End of Year Book Value:

    384,027
    US Government Securities - End of Year Fair Market Value:

    410,128
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    MILTON & MIRIAM WALDBAUM FAMILY
     
    FOUNDATION
    EIN:
    36-3611254
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER INVESTMENTS AT COST 1,371,061 1,469,377

    TY 2020 LegalFeesSchedule
    Name:
    MILTON & MIRIAM WALDBAUM FAMILY
     
    FOUNDATION
    EIN:
    36-3611254
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 128 128   0


    TY 2020 OtherExpensesSchedule
    Name:
    MILTON & MIRIAM WALDBAUM FAMILY
     
    FOUNDATION
    EIN:
    36-3611254
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES & SUBSCRIPTIONS 833 833   0
    POSTAGE 110 110   0
    OTHER EXPENSES 5,979 5,979   0
    SUPPLIES 36 36   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    MILTON & MIRIAM WALDBAUM FAMILY
     
    FOUNDATION
    EIN:
    36-3611254
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNT MANAGEMENT FEES 45,344 45,344   0


    TY 2020 TaxesSchedule
    Name:
    MILTON & MIRIAM WALDBAUM FAMILY
     
    FOUNDATION
    EIN:
    36-3611254
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES ON INVESTMENTS 1,948 1,948   0
    INCOME TAXES 0 0   0