Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
SN BUD AND GLORIA WOLBACH CHARITABLE FOUNDATI
 
Number and street (or P.O. box number if mail is not delivered to street address)1620 DODGE ST STOP 8145
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OMAHA, NE68197
A Employer identification number

46-1496006
B Telephone number (see instructions)

(308) 389-2623
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,940,181J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 189,681 189,681  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 267,088
b Gross sales price for all assets on line 6a 1,641,106
7 Capital gain net income (from Part IV, line 2)... 267,088
8 Net short-term capital gain......... 0
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)....... 5,129 5,129  
12 Total. Add lines 1 through 11........ 461,898 461,898  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
84,861 76,375   8,486
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,559 2,524   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
80 72   8
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 90,500 78,971 0 8,494
25 Contributions, gifts, grants paid....... 476,380 476,380
26 Total expenses and disbursements. Add lines 24 and 25 566,880 78,971 0 484,874
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -104,982
b Net investment income (if negative, enter -0-) 382,927
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 190,793 126,505 126,505
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,405,668 Click to see attachment
List of Attached Documents:
// Content
4,532,032 		6,460,325
c Investments—corporate bonds (attach schedule)....... 2,714,115 Click to see attachment
List of Attached Documents:
// Content
2,629,123 		2,494,519
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 770,232 Click to see attachment
List of Attached Documents:
// Content
688,959 		858,832
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,080,808 7,976,619 9,940,181
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 8,080,808 7,976,619
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)..... 8,080,808 7,976,619
30 Total liabilities and net assets/fund balances (see instructions). 8,080,808 7,976,619
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
8,080,808
2
Enter amount from Part I, line 27a .....................
2
-104,982
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,846
4
Add lines 1, 2, and 3 ..........................
4
7,981,672
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,053
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,976,619
Form 990-PF (2023)
Form 990-PF (2023)
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 4675.716 INVESCO FLOATING RATE ESG FUND - R6 #5095   2022-04-28 2023-03-24
b 11. ABBOTT LABS COM   2023-03-23 2023-03-24
c 4. AIR PRODS & CHEMS INC   2022-03-17 2023-03-24
d 28. ALPHABET INC CAP STK CL A   2016-04-01 2023-03-24
e 22. AMAZON COM INC   2021-08-26 2023-03-24
29. APPLE COMPUTER INCORPORATED   2014-06-27 2023-03-24
3. BLACKROCK INC COM   2022-01-26 2023-03-24
4. BOOKING HLDGS INC COM   2021-11-26 2023-03-09
1. BOOKING HLDGS INC COM   2021-11-26 2023-03-24
4. BOOKING HLDGS INC COM   2022-03-10 2023-06-22
3. BOOKING HLDGS INC COM   2017-05-16 2023-11-13
19. BRISTOL MYERS SQUIBB CO COM   2022-12-23 2023-03-24
570. BRISTOL MYERS SQUIBB CO COM   2022-12-23 2023-11-13
10. BROADRIDGE FINL SOLUTIONS INC COM   2022-01-26 2023-03-24
10. CHEVRONTEXACO CORP   2015-06-12 2023-03-24
29. COCA COLA CO. COM   2020-02-14 2023-03-24
381. COCA COLA CO. COM   2020-02-14 2023-12-06
530. COCA COLA CO. COM   2021-03-23 2023-12-08
47. COMCAST CORP CL A   2018-01-23 2023-03-24
12. CONOCOPHILLIPS COM   2020-03-03 2023-03-24
3. COSTCO WHSL CORP NEW   2016-04-26 2023-03-24
17. THE WALT DISNEY CO COM   2022-05-06 2023-03-24
6. DOLLAR GEN CORP NEW COM   2016-02-24 2023-03-24
10. EOG RES INC   2015-02-02 2023-03-24
9. ECOLAB INC   2022-07-21 2023-03-24
45. ECOLAB INC   2022-07-21 2023-06-22
10. ELECTRONIC ARTS   2022-02-01 2023-03-24
7. META PLATFORM, INC.   2022-03-10 2023-03-24
47. META PLATFORM, INC.   2022-03-10 2023-11-13
4700.394 ALPS CORE COMMODITY MANAGEMENT COMPLETE COMMODITIES STRATEGY   2023-03-24 2023-09-27
6379.923 ALPS CORE COMMODITY MANAGEMENT COMPLETE COMMODITIES STRATEGY   2022-08-08 2023-09-27
11. GLOBAL PMTS INC COM   2021-02-04 2023-03-24
19. INTERCONTINENTAL EXCHANGE, INC. COM   2017-05-16 2023-03-24
17. J P MORGAN CHASE & CO   2017-06-07 2023-03-24
9074.202 JPMORGAN HEDGED EQUITY FUND SERIES 1 - R6   2020-09-04 2023-03-24
11. JOHNSON & JOHNSON COM   2021-07-27 2023-03-24
9. JONES LANG LASALLE INC COM   2023-03-09 2023-03-24
1943.635 JP MORGAN MORTGAGE BACKED SECURITIES FUND R6 #3942   2019-10-31 2023-03-24
159. LABORATORY CORP AMER HLDGS   2020-09-14 2023-03-23
7. LOWES COS INC   2022-03-10 2023-03-24
1496.446 MFS MID-CAP VALUE FUND CLASS R6 #4837   2019-11-20 2023-03-24
17. MKS INSTRUMENT INC COM   2022-07-07 2023-03-24
2. MARKEL GROUP INC   2021-05-27 2023-03-24
10. MERCK & CO INC NEW COM   2020-06-25 2023-03-24
17. MICROSOFT CORP   2016-02-25 2023-03-24
125000. MICROSOFT CORP NT 3.625% DTD 12/06/2013 DUE 12/15/2023   2017-06-07 2023-12-15
196. MICROCHIP TECHNOLOGY INC   2018-01-23 2023-03-09
25. MICROCHIP TECHNOLOGY INC   2022-03-17 2023-03-24
70000. MORGAN STANLEY SR NT F 3.75% DTD 02/25/2013 DUE 02/25/2023   2021-07-29 2023-02-25
12. NESTLE SA ADR COM   2016-12-09 2023-03-24
366. NESTLE SA ADR COM   2016-12-09 2023-12-06
22. NEXTERA ENERGY INC COM   2015-10-05 2023-03-24
2. O REILLY AUTOMOTIVE INC NEW COM   2019-10-01 2023-03-24
12. O REILLY AUTOMOTIVE INC NEW COM   2019-10-01 2023-06-22
10. O REILLY AUTOMOTIVE INC NEW COM   2019-10-01 2023-11-13
13. PTC INC COM   2021-10-05 2023-03-24
10. PEPSICO INC COM   2021-03-23 2023-03-24
19. PERKINELMER INC   2022-08-04 2023-03-24
44. QUANTA SERVICES INC COM   2017-12-13 2023-03-09
12. QUANTA SERVICES INC COM   2017-12-13 2023-03-24
52. QUANTA SERVICES INC COM   2017-12-13 2023-06-22
33. QUANTA SERVICES INC COM   2017-12-13 2023-10-12
133. RTX CORPORATION COM   2021-12-22 2023-03-09
14. RTX CORPORATION COM   2021-12-22 2023-03-24
433. RTX CORPORATION COM   2021-12-22 2023-08-24
17. REALTY INCOME CORP COM   2022-05-06 2023-03-24
549. REALTY INCOME CORP COM   2022-05-06 2023-05-18
1. REGENERON PHARMACEUTICALS COM   2019-10-01 2023-03-24
40. REGENERON PHARMACEUTICALS COM   2019-10-01 2023-06-22
15. ROBERT HALF INC   2023-03-09 2023-03-24
4. ROPER TECHNOLOGIES INC COM   2021-10-05 2023-03-24
1722.08 T ROWE PRICE BLUE CHIP GROWTH FUND CLASS I #429   2019-05-24 2023-03-24
50000. SCHWAB CHARLES CORP NEW SR GLBL NT 2.65% DTD 12/07/2017 DUE 01/   2019-02-28 2023-01-25
17. STATE STREET CORP COM   2022-09-26 2023-03-24
535. STATE STREET CORP COM   2022-09-26 2023-11-03
113. TJX COS INC NEW   2021-06-14 2023-01-06
30. TJX COS INC NEW   2021-06-14 2023-03-24
120. TJX COS INC NEW   2021-06-14 2023-08-24
128. TJX COS INC NEW   2020-11-23 2023-11-13
11. TEXAS INSTRS INC   2022-03-17 2023-03-24
27. U.S. BANCORP COM   2017-06-07 2023-03-24
837. U.S. BANCORP COM   2020-03-20 2023-11-03
3548.681 ABSOLUTE CONVERTIBLE ARBITRAGE FUND INSTITUTIONAL CLASS   2022-08-08 2023-09-27
46. UNITED PARCEL SERVICE INC CL B-COM   2016-04-26 2023-03-09
7. UNITED PARCEL SERVICE INC CL B-COM   2016-04-26 2023-03-24
65252.5 US TREASURY NOTE 0.375% DTD 07/15/2013 DUE 07/15/2023   2017-01-26 2023-07-17
50000. US TREASURY NOTE 2.75% DTD 11/15/2013 DUE 11/15/2023   2016-12-22 2023-02-01
4. UNITEDHEALTH GROUP INC   2020-03-03 2023-03-24
9. VISA INC COM CL A   2021-12-22 2023-03-24
21. XCEL ENERGY INC COM   2017-05-16 2023-03-24
7. ACCENTURE PLC CLASS A ORDINARY SHARES   2016-04-01 2023-03-24
49. ACCENTURE PLC CLASS A ORDINARY SHARES   2022-09-26 2023-11-13
9. EATON CORP PLC SHS   2018-03-12 2023-03-24
25. MEDTRONIC PLC SHS   2021-08-26 2023-03-24
CAPITAL GAIN DIVIDENDS P    
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(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 31,000   33,559 -2,559
b 1,074   1,065 9
c 1,072   907 165
d 2,938   1,078 1,860
e 2,151   3,632 -1,481
4,623   663 3,960
1,933   2,455 -522
10,094   8,470 1,624
2,498   2,117 381
10,682   8,091 2,591
9,354   5,490 3,864
1,284   1,391 -107
28,653   41,725 -13,072
1,398   1,539 -141
1,557   1,001 556
1,762   1,740 22
22,211   22,854 -643
30,927   27,502 3,425
1,686   1,977 -291
1,142   577 565
1,483   458 1,025
1,596   1,875 -279
1,231   444 787
1,054   917 137
1,438   1,459 -21
8,092   7,296 796
1,187   1,299 -112
1,437   1,358 79
15,512   8,572 6,940
36,475   35,159 1,316
49,508   60,000 -10,492
1,076   2,176 -1,100
1,845   1,056 789
2,115   1,254 861
233,116   199,987 33,129
1,677   1,896 -219
1,224   1,493 -269
20,019   22,216 -2,197
34,127   25,679 8,448
1,325   1,564 -239
40,284   37,396 2,888
1,446   1,692 -246
2,423   2,441 -18
1,047   729 318
4,743   800 3,943
125,000   125,000  
16,417   8,223 8,194
1,978   1,465 513
70,000   70,000  
1,433   839 594
41,592   25,112 16,480
1,655   551 1,104
1,618   801 817
11,169   4,809 6,360
9,940   4,007 5,933
1,574   1,551 23
1,789   1,354 435
2,414   2,897 -483
7,099   1,694 5,405
1,932   462 1,470
9,846   2,002 7,844
5,901   1,270 4,631
12,881   11,202 1,679
1,348   1,179 169
36,954   28,079 8,875
1,034   1,118 -84
32,934   36,101 -3,167
821   276 545
31,187   11,046 20,141
1,113   1,196 -83
1,716   1,803 -87
202,155   119,785 82,370
50,000   50,000  
1,212   1,071 141
36,403   33,701 2,702
9,314   7,359 1,955
2,240   1,954 286
10,660   7,659 3,001
11,704   6,122 5,582
1,967   1,958 9
934   1,176 -242
29,614   33,988 -4,374
39,000   39,234 -234
8,445   4,876 3,569
1,296   742 554
65,253   66,057 -804
49,211   50,153 -942
1,900   1,042 858
1,984   1,959 25
1,364   923 441
1,894   816 1,078
15,452   8,308 7,144
1,466   717 749
1,981   3,332 -1,351
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
      30,793
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       -2,559
b       9
c       165
d       1,860
e       -1,481
      3,960
      -522
      1,624
      381
      2,591
      3,864
      -107
      -13,072
      -141
      556
      22
      -643
      3,425
      -291
      565
      1,025
      -279
      787
      137
      -21
      796
      -112
      79
      6,940
      1,316
      -10,492
      -1,100
      789
      861
      33,129
      -219
      -269
      -2,197
      8,448
      -239
      2,888
      -246
      -18
      318
      3,943
       
      8,194
      513
       
      594
      16,480
      1,104
      817
      6,360
      5,933
      23
      435
      -483
      5,405
      1,470
      7,844
      4,631
      1,679
      169
      8,875
      -84
      -3,167
      545
      20,141
      -83
      -87
      82,370
       
      141
      2,702
      1,955
      286
      3,001
      5,582
      9
      -242
      -4,374
      -234
      3,569
      554
      -804
      -942
      858
      25
      441
      1,078
      7,144
      749
      -1,351
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 267,088
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
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 right arrow 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) 1 5,323
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 5,323
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 5,323
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,644
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,644
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 679
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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
Yes
 
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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNE
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
Yes
 
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 addressright arrow  
14
The books are in care ofright arrowFIRST NATIONAL BANK OF OMAHA Telephone no.right arrow (308) 389-2623

Located atright arrowPO BOX 5168GRAND ISLANDNE ZIP+4right arrow68802
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
DEANNA FRANKFORTER PRESIDENT
1 		0    
2611 APACHE RD
GRAND ISLAND,NE68801
DAN NARANJO VICE PRESIDENT
1 		0    
1328 HAGGE AVENUE
GRAND ISLAND,NE68801
TOM GDOWSKI MEMBER
1 		0    
2715 APACHE ROAD
GRAND ISLAND,NE68801
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
8,466,650
b
Average of monthly cash balances.......................
1b
304,500
c
Fair market value of all other assets (see instructions)................
1c
847,625
d
Total (add lines 1a, b, and c).........................
1d
9,618,775
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
9,618,775
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
144,282
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,474,493
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
473,725
Part X
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 IX, line 6..................
1
473,725
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,323
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,323
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
468,402
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
468,402
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 XII, line 1 ...
7
468,402
Part XI
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
484,874
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
484,874
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 468,402
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 476,334
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 484,874
a Applied to 2022, but not more than line 2a 476,334
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 2023 distributable amount..... 8,540
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 0
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		459,862
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JODI RAUERT CO FNBO
PO BOX 5168
GRAND ISLAND,NE68802
(308) 389-2607
JRAUERT@FNNI.COM
bThe form in which applications should be submitted and information and materials they should include:
NONE
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

HALL COUNTY HISTORICAL SOCIETY

PO BOX 1683
GRAND ISLAND,NE68802 		NONE PUBLIC GENERAL 10,000

STUHR MUSEUM FOUNDATION

PO BOX 1801
GRAND ISLAND,NE68801 		NONE PC UNRESTRICTED GRANT 25,000

GRAND ISLAND PUBLIC SCHOOLS FDN
FOUNDATION
PO BOX 4904
GRAND ISLAND,NE68802 		NONE PC UNRESTRICTED GRANT 23,820

SALVATION ARMY

818 W 3RD STREET
GRAND ISLAND,NE68801 		NONE PC UNRESTRICTED GRANT 30,000

PROJECT HUNGER INC

PO BOX 967
GRAND ISLAND,NE68802 		NONE   UNRESTRICTED GRANT 20,000

GRAND ISLAND PUBLIC LIBRARY FDN

PO BOX 1364
GRAND ISLAND,NE68802 		NONE   UNRESTRICTED GRANT 10,000

CHRISTMAS TREE ASSOCIATION
CHRISTMAS CHEER
422 WEST 1ST STREET
GRAND ISLAND,NE68801 		NONE PC UNRESTRICTED GRANT 5,000

WOOD RIVER VISION 2020 INC

PO BOX 8
WOOD RIVER,NE68883 		NONE PC UNRESTRICTED GRANT 10,000

CROSSROADS CENTER

702 W 14TH ST
HASTINGS,NE68901 		NONE PC SUPPORT OF PROGRAMS 20,000

GRAND ISLAND YWCA

211 E FONNER PARK RD
GRAND ISLAND,NE68801 		NONE PC SUPPORT OF YWCA 10,000

MAKE A WISH OF NEBRASKA

412 E 25TH STE D
KEARNEY,NE68847 		NONE PC SUPPORT OF PROGRAMS 10,000

NATURE CONSERVANCY

1007 LEAVENWORTH ST
OMAHA,NE68102 		NONE PC SUPPORT OF PROGRAMS 10,000

BIG BROTHERS BIG SISTERS

715 W ANNA ST
GRAND ISLAND,NE68801 		NONE PC SUPPORT OF PROGRAMS 10,000

FIRST LIGHT ADVOCACY CENTER

2335 N WEBB RD
GRAND ISLAND,NE68803 		NONE PC CHARITABLE CONTRIBUTION 10,000

HOWARD COUNTY HOSPITAL FOUNDATION

1113 SHERMAN ST
ST PAUL,NE68873 		NONE PC CHARITABLE CONTRIBUTION 25,000

HALL COUNTY WARRIORS MEMORIAL

8750 N SKY PARK RD
ST LIBORY,NE68872 		NONE PC CHARITABLE CONTRIBUTION 30,000

WOOD RIVER UNITED METHODIST CHURCH

1105 MAIN ST
WOOD RIVER,NE68883 		NONE PC CHARITABLE CONTRIBUTION 20,000

OVERLAND TRAILS COUNCIL
BOY SCOUTS OF AMERICA
PO BOX 1361
GRAND ISLAND,NE68802 		NONE PC UNRESTRICTED GRANT 5,000

NEBRASKA STATE FAIR PARK FOUNDATION

PO BOX 80698
LINCOLN,NE68501 		NONE PC SUPPORT OF FOUNDATION 20,000

GIRL SCOUTS-SPIRIT OF NEBRASKA

820 N WEBB RD
GRAND ISLAND,NE68803 		NONE PUBLIC GENERAL 7,500

HEARTLAND UNITED WAY

1441 N WEBB RD
GRAND ISLAND,NE68803 		NONE PC UNRESTRICTED GRANT 78,420

Central Nebraska Council on Alcoholism
and Addictions Inc
3204 COLLEGE ST
Grand Island,NE68803 		NONE PC SUPPORT OF PROGRAMS 4,000

CENTRAL COMMUNITY COLLEGE FOUNDATION

C/O DEAN MOORS
HASTINGS,NE68901 		NONE PC UNRESTRICTED GRANT 23,820

HOPE HARBOR INC

651 W 1ST ST
GRAND ISLAND,NE68801 		NONE PC PROGRAM SUPPORT 10,000

LITERACY COUNCIL OF GRAND ISLAND

SUITE 101
GRAND ISLAND,NE68801 		NONE   UNRESTRICTED GRANT 10,000

GREATER GRAND ISLAND COMMUNITY FOUNDATIO

1811 WEST 2ND ST
GRAND ISLAND,NE68803 		NONE PC SUPPORT OF FOUNDATION 38,820
Total .................................right arrow 3a 476,380
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		         
4 Dividends and interest from securities ....       189,681  
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 .....     14 5,129  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 267,088  
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) ..   461,898  
13Total. Add line 12, columns (b), (d), and (e)..................
13
461,898
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
SN BUD AND GLORIA WOLBACH CHARITABLE FOUNDATI
EIN:
46-1496006
Name of Bond End of Year Book Value End of Year Fair Market Value
AMAZON COM INC SR BD 3.8% 12/5 100,832 99,007
APPLE INC SR GLBL NT 3.% 11/13 96,923 95,963
BURLINGTON NORTHN SANTA FE CP 100,415 98,742
FEDERAL NATL MTG ASSN 6.25% 5/ 92,907 88,800
HOME DEPOT INC SR GLBL NT 3.35 75,601 73,507
PALMER SQUARE INCOME PLUS FUND 122,224 124,045
JP MORGAN MORTGAGE BACKED SECU 117,564 104,604
MARRIOTT INTL INC NEW SR GLBL 48,823 48,398
METLIFE INC SR GLBL 3.6 % 11/1 99,966 98,181
MICROSOFT CORP NT 3.625% 12/15    
MORGAN STANLEY SR NT 5.5% 7/28    
NIKE INC SR GLBL NT 2.375% 11/ 98,407 94,908
SCHWAB CHARLES CORP NEW SR GLB    
TARGET CORP SR GLBL 2.5 % 4/15 73,872 72,187
US TREASURY NOTE 1.625% DTD 05 49,101 47,184
US TREASURY NOTE 0.375% DTD 07    
US TREASURY NOTE 2.75% DTD 11/    
US TREASURY NOTE 2.50% DTD 05/ 50,073 49,513
US TREASURY NOTE 2.125% DTD 05 84,637 82,305
US TREASURY BOND 6.375% DUE 8/ 57,383 54,045
CITIGROUP INC SR GLBL NT VAR R 68,760 62,854
DISNEY WALT CO SR NT 2.65% DUE 42,645 35,590
INTERCONTINENTAL EXCHANGE INC 67,094 62,395
MCDONALDS CORP MED TERM NT FR 77,290 65,541
QUALCOMM INC FR 3.25% 5-20-202 78,129 72,601
US TREASURY NOTE 1.625% DTD 08 60,154 53,398
WALMART INC 3.70% DUE 06/26/2 78,206 69,152
APPLIED MATLS INC SR GLBL NT 1 77,026 63,788
US TREASURY NOTE 0.625% DTD 05 96,494 81,743
WELLS FARGO & CO FR 3.75% DUE 25,380 24,966
INVESCO FLOATING RATE ESG FUND 96,428 93,033
US TREASURY NOTE 1.375% 11/15/ 29,065 24,918
US TREASURY NOTE 1.50% DUE 08/ 222,472 210,623
ALBEMARLE CORP SR GLBL NT 5.05 48,181 48,800
GOLDMAN SACHS GROUP INC FLTG R 70,224 72,966
MORGAN STANLEY SR I VAR RATE 7 48,757 48,754
US TREASURY NOTE 1.875% 02/15/ 174,090 172,008

TY 2023 InvestmentsCorpStockSchedule
Name:
SN BUD AND GLORIA WOLBACH CHARITABLE FOUNDATI
EIN:
46-1496006
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC CLASS A ORDINARY 18,066 65,620
EATON CORP PLC SHS 21,898 66,948
MEDTRONIC PLC SHS 70,727 65,163
AIR PRODS & CHEMS INC COM 21,267 35,320
ALPHABET INC CAP STK CL A 32,844 120,552
APPLE INC COM 20,539 173,084
BLACKROCK INC COM 45,272 83,615
BOOKING HLDGS INC COM 15,766 49,661
BROADRIDGE FINL SOLUTIONS INC 23,308 62,137
CHEVRON CORP NEW COM 29,346 47,731
COMCAST CORP CL A 46,217 65,030
COSTCO WHSL CORP NEW COM 12,500 54,787
DOLLAR GEN CORP NEW COM 31,620 43,504
EOG RES INC COM 29,236 42,574
GLOBAL PMTS INC COM 26,809 45,466
INTERCONTINENTAL EXCHANGE, INC 26,777 74,875
JPMORGAN CHASE & CO COM 36,295 89,473
JOHNSON & JOHNSON COM 48,241 52,351
JONES LANG LASALLE INC COM 36,084 58,172
LABORATORY CORP AMER HLDGS COM    
LAZARD INTERNATIONAL EQUITY IN 344,107 338,104
MFS MID-CAP VALUE FUND CLASS R 355,755 446,690
MFS GLOBAL REAL ESTATE FUND R5 158,961 162,633
MANNING & NAPIER RAINIER INTER 251,669 327,569
MARKEL CORP COM 57,138 89,454
MICROSOFT CORP COM 21,579 193,661
MICROCHIP TECHNOLOGY INC COM 18,972 69,799
NESTLE S A SPONSORED ADR REPST    
NEXTERA ENERGY INC COM 17,368 42,154
O REILLY AUTOMOTIVE INC NEW CO 19,637 46,554
PEPSICO INC COM 39,116 62,841
PERKINELMER INC COM    
QUANTA SVCS INC COM 11,395 63,877
REGENERON PHARMACEUTICALS COM    
T ROWE PRICE BLUE CHIP GROWTH 93,450 257,162
TJX COS INC NEW COM 27,378 61,539
TEXAS INSTRUMENTS INC COM 21,324 60,172
TRIBUTARY SMALL COMPANY FUND I 410,739 520,053
US BANCORP DEL COM NEW    
UNITED PARCEL SVC INC CL B 32,566 44,024
XCEL ENERGY INC COM 22,462 39,127
AMAZON.COM INC COM 84,613 99,673
COCA COLA CO COM    
CONOCOPHILLIPS COM 18,318 44,223
DISNEY WALT CO COM 66,638 57,876
MERCK & CO INC NEW COM 23,335 34,886
RAYTHEON TECHNOLOGIES CORP COM    
ROPER TECHNOLOGIES, INC. 48,158 73,598
UNITEDHEALTH GROUP INC COM 36,583 72,126
VISA INC COM CL A 49,153 72,898
INVESCO DEVELOPING MARKETS FUN 218,069 220,966
META PLATFORM, INC. 26,223 64,067
GOLDMAN SACHS GQG PARTNERS INT 236,869 253,043
MKS INSTRUMENT INC COM 70,226 55,858
PTC INC COM 46,894 68,759
INVESCO DISCOVERY MID CAP GROW 347,841 360,284
BRISTOL MYERS SQUIBB CO COM    
ECOLAB INC COM 36,501 45,422
ELECTRONIC ARTS INC COM 46,430 49,115
LOWES COS INC COM 46,462 46,290
REALTY INCOME CORP COM    
STATE STR CORP COM    
ABBOTT LABORATORIES COM 50,293 57,016
ADVANCED MICRO DEVICES INC COM 29,476 37,295
CULLEN FROST BANKERS INC COM 47,195 52,184
KEYSIGHT TECHNOLOGIES INC COM 46,287 48,204
LITTLEFUSE INC COM 58,655 61,806
MONDELEZ INTL INC CL A 46,974 47,949
REVVITY INC COM 70,918 71,052
ROBERT HALF INC 42,280 47,477
STARBUCKS CORP COM 41,213 38,884
VANGUARD GROWTH INDEX FUND - A 200,000 257,898

TY 2023 InvestmentsOtherSchedule2
Name:
SN BUD AND GLORIA WOLBACH CHARITABLE FOUNDATI
EIN:
46-1496006
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
JPMORGAN HEDGED EQUITY FUND - AT COST 451,244 616,253
ALPS CORE COMMODITY MANAGEMENT AT COST 120,000 124,160
ABSOLUTE CONVERTIBLE ARBITRAGE AT COST 117,715 118,419

TY 2023 OtherDecreasesSchedule
Name:
SN BUD AND GLORIA WOLBACH CHARITABLE FOUNDATI
EIN:
46-1496006
Description Amount
2023 INCOME POSTED TO 2024 4,765
MUTUAL FUND TIMING 6
BASIS ADJUSTMENT 282


TY 2023 OtherExpensesSchedule
Name:
SN BUD AND GLORIA WOLBACH CHARITABLE FOUNDATI
EIN:
46-1496006
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 30 27   3
OTHER EXPENSE (NON-DEDUCTIBLE 50 45   5


TY 2023 OtherIncreasesSchedule
Name:
SN BUD AND GLORIA WOLBACH CHARITABLE FOUNDATI
EIN:
46-1496006
Description Amount
ROUNDING 0
2022 INCOME POSTED TO 2023 4,486
PENDING ACCRUED INTEREST 1,360


TY 2023 OtherProfessionalFeesSchedule
Name:
SN BUD AND GLORIA WOLBACH CHARITABLE FOUNDATI
EIN:
46-1496006
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250 1,125   125
INVESTMNT MNGMNT FEES (NON-DED 83,611 75,250   8,361


TY 2023 TaxesSchedule
Name:
SN BUD AND GLORIA WOLBACH CHARITABLE FOUNDATI
EIN:
46-1496006
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 424 382   0
FEDERAL ESTIMATES - PRINCIPAL 2,755 0   0
FOREIGN TAXES ON QUALIFIED FOR 2,140 1,926   0
FOREIGN TAXES ON NONQUALIFIED 240 216   0