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
WEBSTER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1620 DODGE STREET - STOP 8145
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OMAHA, NE681978145
A Employer identification number

47-0812689
B Telephone number (see instructions)

(402) 602-8736
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$6,604,515J 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) 139,411
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 146,819 146,819  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 405,809
b Gross sales price for all assets on line 6a 1,498,467
7 Capital gain net income (from Part IV, line 2)... 405,809
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)....... 12,571 9,630  
12 Total. Add lines 1 through 11........ 704,610 562,258  
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
32,245 29,020   3,224
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
152 137   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
39 35   4
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,436 29,192 0 3,228
25 Contributions, gifts, grants paid....... 305,000 305,000
26 Total expenses and disbursements. Add lines 24 and 25 337,436 29,192 0 308,228
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 367,174
b Net investment income (if negative, enter -0-) 533,066
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......... 125,612 403,129 403,129
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) 639,582 Click to see attachment
List of Attached Documents:
// Content
692,326 		657,697
b Investments—corporate stock (attach schedule)....... 2,693,154 Click to see attachment
List of Attached Documents:
// Content
2,713,357 		3,729,643
c Investments—corporate bonds (attach schedule)....... 1,343,619 Click to see attachment
List of Attached Documents:
// Content
1,348,949 		1,297,477
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)..........   Click to see attachment
List of Attached Documents:
// Content
140 		140
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
486,000 		Click to see attachment
List of Attached Documents:
// Content
498,175 		Click to see attachment
List of Attached Documents:
// Content
516,429
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,287,967 5,656,076 6,604,515
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........ 5,287,967 5,656,076
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)..... 5,287,967 5,656,076
30 Total liabilities and net assets/fund balances (see instructions). 5,287,967 5,656,076
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
5,287,967
2
Enter amount from Part I, line 27a .....................
2
367,174
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,993
4
Add lines 1, 2, and 3 ..........................
4
5,661,134
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,058
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,656,076
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 38. AMN HEALTHCARE SERVICES INC COM   2020-09-10 2023-01-26
b 47. AT&T INC COM   2018-08-10 2023-02-21
c 791. AT&T INC COM   2019-05-01 2023-08-24
d 43. ACTIVISION BLIZZARD INC COM   2019-09-12 2023-07-25
e 34. ACTIVISION BLIZZARD INC COM   2022-11-10 2023-10-13
145. ACTIVISION BLIZZARD INC COM   2019-09-12 2023-10-13
30. AIR PRODS & CHEMS INC   2018-12-13 2023-01-06
1. AIR PRODS & CHEMS INC   2018-12-13 2023-02-21
9. AMGEN INC   2018-12-13 2023-02-21
35. AMGEN INC   2018-12-13 2023-03-30
23. APPLE COMPUTER INCORPORATED   2018-08-01 2023-04-20
34. ATLANTIC UN BANKSHARES CORP COM   2021-12-15 2023-03-28
50. ATMOS ENERGY CORP   2021-07-20 2023-06-29
26. BLACK KNIGHT INC COM   2022-05-09 2023-07-20
57. BLACK KNIGHT INC COM   2023-05-24 2023-08-18
65. BLACK KNIGHT INC COM   2022-07-19 2023-08-18
12. BLACKBAUD INC COM   2021-12-14 2023-04-05
8. BLACKBAUD INC COM   2021-12-14 2023-04-06
5. BLACKROCK INC COM   2018-08-10 2023-02-21
1. BOOKING HLDGS INC COM   2021-05-14 2023-07-20
1. BOOKING HLDGS INC COM   2021-05-14 2023-10-12
16. BRISTOL MYERS SQUIBB CO COM   2022-12-23 2023-02-21
130. BRISTOL MYERS SQUIBB CO COM   2023-01-06 2023-11-13
56. BRISTOL MYERS SQUIBB CO COM   2022-03-04 2023-11-13
10. BROADRIDGE FINL SOLUTIONS INC COM   2022-01-26 2023-02-21
8. BROADRIDGE FINL SOLUTIONS INC COM   2021-12-14 2023-09-12
65. BROWN & BROWN INC COM   2021-11-10 2023-08-24
12. BURLINGTON STORES INC COM   2021-12-14 2023-02-21
5. BURLINGTON STORES INC COM   2021-12-14 2023-04-06
5. CARLISLE COS INC   2021-12-14 2023-12-12
21. CHEVRONTEXACO CORP   2019-03-04 2023-02-21
35. CHURCH & DWIGHT CO   2022-01-20 2023-09-21
30. CISCO SYS INC   2018-09-19 2023-02-21
3. COCA COLA CONSOLIDATED INC COM   2021-12-14 2023-05-24
2. COCA COLA CONSOLIDATED INC COM   2021-12-14 2023-06-20
52. COCA COLA CO. COM   2019-12-10 2023-02-21
87. COCA COLA CO. COM   2019-12-10 2023-03-23
66. COCA COLA CO. COM   2019-12-10 2023-05-18
212. COCA COLA CO. COM   2021-03-23 2023-12-06
95. COCA COLA CO. COM   2021-03-23 2023-12-08
71. COMCAST CORP CL A   2022-01-24 2023-09-21
21. CONOCOPHILLIPS COM   2020-03-03 2023-02-21
15. CONSTELLATION BRANDS INC CLASS A   2020-03-04 2023-06-08
6. CULLEN/FROST BANKERS INC COM   2023-02-15 2023-02-21
11. DIODES INC COM   2022-09-27 2023-04-06
17. DUKE ENERGY CORP NEW COM   2019-05-01 2023-02-21
10. EOG RES INC   2022-09-26 2023-02-21
362. EASTERLY GOVT PPTYS INC COM   2021-12-14 2023-08-21
8. ECOLAB INC   2022-11-18 2023-02-21
23. ECOLAB INC   2022-11-18 2023-06-22
8. ENERSYS COM   2021-12-14 2023-07-13
8. ENPRO INC   2023-05-24 2023-06-20
2541.296 ALPS CORE COMMODITY MANAGEMENT COMPLETE COMMODITIES STRATEGY   2022-02-07 2023-02-21
6120.218 ALPS CORE COMMODITY MANAGEMENT COMPLETE COMMODITIES STRATEGY   2021-12-14 2023-09-19
1. FIRST INDL RLTY TR INC COM   2021-07-15 2023-05-19
70. FIRST INDL RLTY TR INC COM   2022-05-12 2023-06-08
71. FLEETCOR TECHNOLOGIES INC COM   2021-08-11 2023-03-30
11. FORTUNE BRANDS INNOVATIONS INC COM   2021-12-14 2023-07-13
10. FORWARD AIR CORPORATION COM   2021-12-14 2023-01-24
7. FORWARD AIR CORPORATION COM   2021-12-14 2023-01-26
56. FORWARD AIR CORPORATION COM   2022-07-19 2023-08-21
15. FRANKLIN ELEC INC COM   2021-12-14 2023-02-28
14. FRANKLIN ELEC INC COM   2021-12-14 2023-08-21
8. ICF INTL INC COM   2021-12-14 2023-05-04
48. INTEGRA LIFESCIENCES HLDGS CORP COM NEW   2021-12-14 2023-08-21
48. INTEGRA LIFESCIENCES HLDGS CORP COM NEW   2021-12-14 2023-08-22
12. INTEGRA LIFESCIENCES HLDGS CORP COM NEW   2021-12-14 2023-08-23
31. J P MORGAN CHASE & CO   2018-08-10 2023-02-21
67. J P MORGAN CHASE & CO   2018-11-28 2023-07-20
21. JOHNSON & JOHNSON COM   2018-12-13 2023-02-21
54. JOHNSON & JOHNSON COM   2019-05-01 2023-03-23
27. JOHNSON & JOHNSON COM   2019-05-01 2023-03-30
1992.032 JP MORGAN MORTGAGE BACKED SECURITIES FUND R6 #3942   2019-09-05 2023-02-21
242. KEYCORP COM   2021-02-11 2023-03-14
30. LHC GROUP INC COM   2022-03-24 2023-02-23
51. LHC GROUP INC COM   2018-12-13 2023-02-23
22. LILLY ELI & CO COM   2022-01-31 2023-04-06
10. LILLY ELI & CO COM   2018-11-08 2023-08-24
8. LILLY ELI & CO COM   2018-09-19 2023-11-30
3. LITTELFUSE INC COM   2021-12-14 2023-05-24
4. LOCKHEED MARTIN CORP COMMON   2019-03-04 2023-02-21
8. LOWES COS INC   2022-03-10 2023-02-21
23. MKS INSTRUMENT INC COM   2022-08-16 2023-02-13
13. MKS INSTRUMENT INC COM   2021-12-14 2023-08-21
14. MERCK & CO INC NEW COM   2020-06-18 2023-02-21
6. MICROSOFT CORP   2018-08-01 2023-02-21
12. MICROSOFT CORP   2018-12-13 2023-04-20
26. MICROSOFT CORP   2018-08-01 2023-06-22
50000. MICROSOFT CORP NT 3.625% DTD 12/06/2013 DUE 12/15/2023   2018-12-13 2023-12-15
24. MICROCHIP TECHNOLOGY INC   2018-08-10 2023-02-21
33. MORGAN STAN DEAN WITTER & CO   2020-12-18 2023-04-06
50000. MORGAN STANLEY SR NT F 3.75% DTD 02/25/2013 DUE 02/25/2023   2021-07-29 2023-02-25
22. NESTLE SA ADR COM   2018-12-13 2023-02-21
53. NESTLE SA ADR COM   2018-12-13 2023-03-23
307. NESTLE SA ADR COM   2019-01-22 2023-12-06
46. NEXTERA ENERGY INC COM   2018-12-13 2023-02-21
96. NEXTERA ENERGY INC COM   2018-12-13 2023-03-30
11. NVIDIA CORP   2021-01-19 2023-04-06
7. NVIDIA CORP   2021-01-19 2023-08-17
6. O REILLY AUTOMOTIVE INC NEW COM   2021-03-25 2023-06-01
3. O REILLY AUTOMOTIVE INC NEW COM   2018-12-13 2023-07-13
1. O REILLY AUTOMOTIVE INC NEW COM   2018-12-13 2023-07-14
4. O REILLY AUTOMOTIVE INC NEW COM   2019-01-16 2023-10-20
24. OLLIES BARGAIN OUTLT HLDGS INC COM   2021-12-14 2023-08-21
24. OLLIES BARGAIN OUTLT HLDGS INC COM   2021-12-14 2023-11-27
7. PTC INC COM   2021-12-14 2023-11-21
15. PAYCHEX INC   2019-01-22 2023-02-21
19. PEPSICO INC COM   2021-03-23 2023-02-21
39. PEPSICO INC COM   2021-03-23 2023-03-23
16. POWER INTEGRATIONS INC COM   2022-01-21 2023-07-13
15. PROCTER & GAMBLE CO COM   2021-03-23 2023-02-21
11. QUALYS INC COM   2021-12-14 2023-10-17
7. QUALYS INC COM   2021-12-14 2023-11-21
21. QUANTA SERVICES INC COM   2021-12-14 2023-05-24
19. RPM INC OHIO   2018-12-13 2023-02-21
11. RPM INC OHIO   2021-12-14 2023-08-21
55. RPM INC OHIO   2022-03-10 2023-08-24
21. RTX CORPORATION COM   2021-12-22 2023-02-21
111. RTX CORPORATION COM   2021-12-22 2023-03-09
235. RTX CORPORATION COM   2020-04-08 2023-09-15
27. REALTY INCOME CORP COM   2022-05-06 2023-02-21
75000. SCHWAB CHARLES CORP NEW SR GLBL NT 2.65% DTD 12/07/2017 DUE 01/   2019-02-28 2023-01-25
76. STATE STREET CORP COM   2022-03-31 2023-02-15
15. STATE STREET CORP COM   2022-03-31 2023-02-21
39. TJX COS INC NEW   2021-03-23 2023-02-21
115. TJX COS INC NEW   2021-03-23 2023-08-24
95. TJX COS INC NEW   2021-06-14 2023-11-13
9. TARGET CORP COM   2022-08-19 2023-02-21
1. TARGET CORP COM   2020-04-24 2023-02-21
5. TETRA TECH INC NEW   2021-12-14 2023-07-13
1. TEXAS INSTRS INC   2022-03-17 2023-02-21
10. TEXAS INSTRS INC   2018-08-10 2023-02-21
4000. 3M CO   2000-03-07 2023-07-25
10. TRAVELERS COS INC COM   2018-11-28 2023-02-21
45. U.S. BANCORP COM   2018-10-30 2023-02-21
13. UNITED PARCEL SERVICE INC CL B-COM   2018-08-10 2023-02-21
25. UNITED PARCEL SERVICE INC CL B-COM   2018-09-19 2023-03-09
40000. UNITED STATES TREAS BDS DTD   2019-02-28 2023-02-15
100000. US TREASURY NOTE 2.75% DTD 05/31/2018 DUE 05/31/2023   2022-02-25 2023-05-31
90000. US TREASURY NOTE 2.625% DTD 12/31/2018 DUE 12/31/2023   2023-03-01 2023-12-31
28. VERIZON COMMUNICATIONS COM   2018-12-13 2023-02-21
31. WAL MART STORES INC   2022-01-31 2023-06-29
21. WAL MART STORES INC   2022-01-24 2023-11-09
33. XCEL ENERGY INC COM   2018-12-13 2023-02-21
26. AMBARELLA INC SHS   2021-12-14 2023-02-14
13. AMBARELLA INC SHS   2021-12-14 2023-07-13
6. ACCENTURE PLC CLASS A ORDINARY SHARES   2018-12-13 2023-02-21
284. CAMBIUM NETWORKS CORP SHS   2022-01-25 2023-02-07
26. CAMBIUM NETWORKS CORP SHS   2022-01-25 2023-02-08
11. EATON CORP PLC SHS   2018-11-28 2023-02-21
36. EATON CORP PLC SHS   2018-12-13 2023-03-09
18. EATON CORP PLC SHS   2018-12-13 2023-06-22
32. HORIZON THERAPEUTICS PUB LTD SHS   2020-06-11 2023-01-12
38. HORIZON THERAPEUTICS PUB LTD SHS   2020-06-11 2023-01-19
43. HORIZON THERAPEUTICS PUB LTD SHS   2022-01-27 2023-02-02
40. HORIZON THERAPEUTICS PUB LTD SHS   2020-05-07 2023-02-09
39. HORIZON THERAPEUTICS PUB LTD SHS   2022-08-04 2023-10-03
84. HORIZON THERAPEUTICS PUB LTD SHS   2022-08-04 2023-10-06
3. ICON PLC SHS   2021-12-14 2023-11-02
25. MEDTRONIC PLC SHS   2021-11-22 2023-02-21
17. CHUBB LIMITED COM   2022-01-27 2023-11-30
41. ROYAL CARIBBEAN CRUISES LTD   2020-02-04 2023-08-10
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 3,689   2,015 1,674
b 899   1,154 -255
c 11,105   18,376 -7,271
d 3,985   2,542 1,443
e 3,230   2,493 737
13,775   7,201 6,574
9,325   4,735 4,590
278   158 120
2,153   1,771 382
8,419   6,889 1,530
3,844   1,155 2,689
1,191   1,227 -36
5,783   4,967 816
1,831   1,820 11
4,242   3,413 829
4,837   4,478 359
812   938 -126
539   625 -86
3,471   2,395 1,076
2,969   2,281 688
3,076   2,281 795
1,137   1,171 -34
6,535   9,501 -2,966
2,815   3,859 -1,044
1,425   1,539 -114
1,511   1,432 79
4,720   4,149 571
2,666   3,402 -736
972   1,418 -446
1,460   1,195 265
3,390   2,548 842
3,337   3,595 -258
1,493   1,420 73
1,974   1,627 347
1,316   1,085 231
3,115   2,805 310
5,222   4,693 529
4,137   3,560 577
12,359   11,419 940
5,544   4,864 680
3,244   3,305 -61
2,215   1,010 1,205
3,641   2,861 780
769   794 -25
935   699 236
1,666   1,537 129
1,189   1,064 125
4,782   7,746 -2,964
1,267   1,184 83
4,136   3,405 731
886   614 272
1,015   800 215
19,822   20,649 -827
48,350   45,351 2,999
52   54 -2
3,695   3,785 -90
14,584   15,584 -1,000
810   1,004 -194
1,038   1,157 -119
731   810 -79
3,683   6,170 -2,487
1,443   1,386 57
1,321   1,293 28
892   826 66
2,019   3,144 -1,125
2,029   3,144 -1,115
510   786 -276
4,308   3,594 714
10,470   7,742 2,728
3,324   3,088 236
8,181   7,731 450
4,128   3,823 305
19,900   22,613 -2,713
2,911   4,098 -1,187
5,100   4,646 454
8,670   5,003 3,667
8,089   4,063 4,026
5,500   1,099 4,401
4,708   845 3,863
774   920 -146
1,920   1,221 699
1,618   1,787 -169
2,265   2,646 -381
1,232   2,064 -832
1,528   1,012 516
1,512   636 876
3,442   1,313 2,129
8,792   2,757 6,035
50,000   50,000  
1,937   1,042 895
2,779   2,113 666
50,000   50,000  
2,599   1,879 720
6,300   4,527 1,773
34,887   25,534 9,353
3,418   2,104 1,314
7,322   4,390 2,932
2,961   1,429 1,532
3,048   910 2,138
5,395   2,815 2,580
2,873   1,063 1,810
956   354 602
3,639   1,387 2,252
1,758   1,215 543
1,817   1,215 602
1,084   837 247
1,674   1,032 642
3,351   2,649 702
6,870   4,933 1,937
1,579   1,279 300
2,102   1,769 333
1,800   1,439 361
1,256   916 340
3,494   2,355 1,139
1,630   1,154 476
1,110   1,071 39
5,465   4,354 1,111
2,117   1,769 348
10,750   9,216 1,534
17,740   15,447 2,293
1,756   1,777 -21
75,000   75,000  
7,150   6,804 346
1,334   1,343 -9
3,069   2,567 502
10,216   7,570 2,646
8,687   6,206 2,481
1,504   1,509 -5
167   107 60
838   837 1
171   178 -7
1,711   1,099 612
437,409   139,411 297,998
1,850   1,303 547
2,142   2,373 -231
2,320   1,554 766
4,590   2,972 1,618
40,000   40,000  
100,000   100,000  
90,000   90,000  
1,097   1,601 -504
4,775   4,277 498
3,438   2,740 698
2,223   1,776 447
2,466   5,060 -2,594
1,095   2,530 -1,435
1,618   962 656
5,984   6,733 -749
555   535 20
1,875   847 1,028
6,339   2,636 3,703
3,526   1,278 2,248
3,621   1,497 2,124
4,293   1,749 2,544
4,733   3,707 1,026
4,379   1,685 2,694
4,530   3,490 1,040
9,786   4,533 5,253
760   817 -57
2,133   2,543 -410
3,877   3,298 579
4,239   4,831 -592
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
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      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
      17
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      17
      17
      17
      17
      17
      17
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       1,674
b       -255
c       -7,271
d       1,443
e       737
      6,574
      4,590
      120
      382
      1,530
      2,689
      -36
      816
      11
      829
      359
      -126
      -86
      1,076
      688
      795
      -34
      -2,966
      -1,044
      -114
      79
      571
      -736
      -446
      265
      842
      -258
      73
      347
      231
      310
      529
      577
      940
      680
      -61
      1,205
      780
      -25
      236
      129
      125
      -2,964
      83
      731
      272
      215
      -827
      2,999
      -2
      -90
      -1,000
      -194
      -119
      -79
      -2,487
      57
      28
      66
      -1,125
      -1,115
      -276
      714
      2,728
      236
      450
      305
      -2,713
      -1,187
      454
      3,667
      4,026
      4,401
      3,863
      -146
      699
      -169
      -381
      -832
      516
      876
      2,129
      6,035
       
      895
      666
       
      720
      1,773
      9,353
      1,314
      2,932
      1,532
      2,138
      2,580
      1,810
      602
      2,252
      543
      602
      247
      642
      702
      1,937
      300
      333
      361
      340
      1,139
      476
      39
      1,111
      348
      1,534
      2,293
      -21
       
      346
      -9
      502
      2,646
      2,481
      -5
      60
      1
      -7
      612
      297,998
      547
      -231
      766
      1,618
       
       
       
      -504
      498
      698
      447
      -2,594
      -1,435
      656
      -749
      20
      1,028
      3,703
      2,248
      2,124
      2,544
      1,026
      2,694
      1,040
      5,253
      -57
      -410
      579
      -592
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 405,809
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 7,410
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 7,410
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 7,410
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,096
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 3,096
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.......right arrow 9 4,314
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
 
No
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 arrowN/A
14
The books are in care ofright arrowFIRST NATIONAL BANK OF OMAHA Telephone no.right arrow (402) 602-8736

Located atright arrow1620 DODGE STREET -STOP 8145OMAHANE ZIP+4right arrow681978145
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)
Yes
 
(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
 
No
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
JOHN W WEBSTER PRESIDENT/TREASURER
1 		0    
401 FAIRACRES ROAD
OMAHA,NE68132
HOLLY DUNNING VP/SECRETARY
1 		0    
763 N 58TH ST
OMAHA,NE68132
JOHN P WEBSTER BOARD MEMBER
1 		0    
8215 Superior Circle
LITTLETON,CO80125
TOBA COHEN-DUNNING BOARD MEMBER
1 		0    
1625 N 53rd St
OMAHA,NE68104
SARA STUCKEY HARR BOARD MEMBER
1 		0    
9744 HARNEY PARKWAY NORTH
OMAHA,NE68114
NANCY C WEBSTER TRUSTEE
1 		0    
12910 PIERCE ST SUITE 320
OMAHA,NE68114
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 N/A  
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
5,355,889
b
Average of monthly cash balances.......................
1b
332,584
c
Fair market value of all other assets (see instructions)................
1c
496,524
d
Total (add lines 1a, b, and c).........................
1d
6,184,997
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
6,184,997
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
92,775
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,092,222
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
304,611
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
304,611
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,410
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,410
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
297,201
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
297,201
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
297,201
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
308,228
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
308,228
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 7 297,201
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 7,767
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$ 308,228
a Applied to 2022, but not more than line 2a 7,767
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..... 297,201
e Remaining amount distributed out of corpus 3,260
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 3,260
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 .......... 		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 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 ...... 		3,260
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.... 3,260
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:
DAVE AMEN FIRST NATIONAL BANK OF
1620 DODGE ST STOP 8125
OMAHA,NE68197
(402) 602-8736
bThe form in which applications should be submitted and information and materials they should include:
NO SPECIFIC FORMAT REQUIRED
cAny submission deadlines:
NO SPECIFIC DEADLINES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MUST FURTHER THE CHARITABLE INTENT OF THE FOUNDATION
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

YOUTH EMERGENCY SERVICES

2679 FARNAM STREET SUITE 2015
OMAHA,NE68131 		NONE PC UNRESTRICTED GRANT 15,000

UNIVERSITY OF NEBRASKA FOUNDATION

115 SOUTH 92ND STREET
OMAHA,NE68114 		NONE PC UNRESTRICTED GRANT 35,000

LAURITZEN GARDENS

100 BANCROFT STREET
OMAHA,NE68108 		NONE PC UNRESTRICTED GRANT 10,000

OMAHA CONSERVATORY OF MUSIC

7023 CASS STREET
OMAHA,NE68132 		NONE PC UNRESTRICTED GRANT 3,000

FONTENELLE FOREST

1111 BELLEVUE BLVD NORTH
BELLEVUE,NE68005 		NONE PC UNRESTRICTED GRANT 5,000

HEARTLAND HOPE MISSION

2021 U STREET
OMAHA,NE68107 		NONE PC UNRESTRICTED GRANT 12,000

MUSEUM OF NEBRASKA ART

2401 CENTRAL AVE
KEARNEY,NE68847 		NONE PC UNRESTRICTED GRANT 2,000

OMAHA EQUESTRIAN FOUNDATION

1004 FARNAM STREET STE 100
OMAHA,NE68102 		NONE PC UNRESTRICTED GRANT 6,000

SIENA FRANCIS HOUSE

1702 NICHOLAS STREET
OMAHA,NE68102 		NONE PC UNRESTRICTED GRANT 10,000

OMAHA CHILDRENS MUSEUM

500 SOUTH 20TH STREET
OMAHA,NE68102 		NONE PC UNRESTRICTED GRANT 2,500

OMAHA HOME FOR BOYS
ATTNLORI BECHTOLD
4343 NORTH 52ND ST
OMAHA,NE68104 		NONE PC CHARITABLE GRANT 10,000

OPEN DOOR MISSION
ATTN CANCACE GRAGORY
2828 NORTH 23RD ST
OMAHA,NE68108 		NONE PC CHARITABLE GRANT 10,000

PROJECT HARMONY

11949 Q STREET
OMAHA,NE68137 		NONE PC CHARITABLE CONTRIBUTION 15,000

UNIVERSITY OF NEBRASKA AT OMAHA

6001 DODGE ST
OMAHA,NE681820002 		NONE PC CHARITABLE CONTRIBUTION 13,000

OMAHA PUBLIC LIBRARY FOUNDATION

8790 F STREET STE 108
OMAHA,NE68127 		NONE PC SUPPORT OF PROGRAMS 15,000

COVERED WATERS
ATTN TINA BARHAM
PO BOX 23
FREMONT,NE68026 		NONE PC PROGRAM SUPPORT 3,000

ELMWOOD COMMUNITY FOUNDATION

PO BOX 3
ELMWOOD,NE68349 		NONE PC SUPPORT OF FOUNDATION 2,000

HEART MINISTRIES
ATTN TIM MCTAGGART
2222 BINNEY STREET
OMAHA,NE68110 		NONE PC SUPPORT OF PROGRAMS 18,000

SAMUEL BAK MUSEUM

2289 SOUTH 67TH STREET
OMAHA,NE68106 		NONE PC MUSEUM SUPPORT 10,000

SCOTTISH RITE FOUNDATION OF OMAHA

202 SOUTH 20TH STREET
OMAHA,NE68102 		NONE PC UNRESTRICTED GRANT 5,000

RADIO TALKING BOOK SERVICES

7101 NEWPORT AVENUE 205
OMAHA,NE68152 		NONE PC UNRESTRICTED GRANT 1,000

COMPLETELY KIDS

2566 ST MARYS AVENUE
OMAHA,NE68105 		NONE PC UNRESTRICTED GRANT 15,000

TRINITY CATHEDRAL

113 NORTH 18TH ST
OMAHA,NE68102 		NONE PC UNRESTRICTED GRANT 5,000

BOYS AND GIRLS CLUBS OF THE MIDLANDS
ATTN JOSH TOWEY
2610 HAMILTON ST
OMAHA,NE68131 		NONE PC CHARITABLE CONTRIBUTION 5,000

DURHAM MUSEUM

801 S 10TH ST
OMAHA,NE68108 		NONE PC UNRESTRICTED GRANT 10,000

FOOD BANK FOR THE HEARTLAND

10525 J STREET
OMAHA,NE68127 		NONE PC UNRESTRICTED GRANT 15,000

BLUE BARN THEATER

1106 SOUTH 10TH STREET
OMAHA,NE68108 		NONE PC SUPPORT OF THEATER 5,000

NEBRASKA CHILDRENS HOME SOCIETY FDN

4939 SOUTH 118TH STREET
OMAHA,NE68137 		NONE PC UNRESTRICTED GRANT 2,500

OMAHA PERFORMING ARTS

1200 DOUGLAS STREET
OMAHA,NE68102 		NONE PC UNRESTRICTED GRANT 10,000

OMAHA CHAMBER MUSIC SOCIETY

7914 W DODGE RD 364
OMAHA,NE68114 		NONE PC PROGRAM SUPPORT 3,000

OMAHA SYMPHONY

1905 HARNEY STREET STE 400
OMAHA,NE68102 		NONE PC UNRESTRICTED GRANT 5,000

THE NATURE CONSERVANCY- NE CHAPTER

1007 LEAVENWORTH STREET
OMAHA,NE68102 		NONE PC UNRESTRICTED GRANT 20,000

NEBRASKA PUBLIC MEDIA

1800 N 33RD ST
LINCOLN,NE68503 		NONE PC PROGRAM SUPPORT 7,000
Total .................................right arrow 3a 305,000
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 ....       146,819  
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 9,630  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 405,809  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER REVENUE 		    14 2,941  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   565,199  
13Total. Add line 12, columns (b), (d), and (e)..................
13
565,199
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
WEBSTER FAMILY FOUNDATION
 
Employer identification number

47-0812689
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
WEBSTER FAMILY FOUNDATION
  		Employer identification number
47-0812689
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Webster Custody account
1620 DODGE ST - STOP 8145
 
OMAHA, NE681978145

$ 139,411


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
WEBSTER FAMILY FOUNDATION
  		Employer identification number

47-0812689
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 4000 SHARES OF 3M STOCK $ 139,411 2023-07-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
WEBSTER FAMILY FOUNDATION
  		Employer identification number

47-0812689
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 InvestmentsCorpBondsSchedule
Name:
WEBSTER FAMILY FOUNDATION
EIN:
47-0812689
Name of Bond End of Year Book Value End of Year Fair Market Value
FEDERAL NATL MTG ASSN 6.25% 05 46,454 44,400
AMAZON COM INC SR BD 3.80% DTD 50,192 49,504
BURLINGTON NORTHN SANTA FE CP 74,897 74,057
MICROSOFT CORP 3.625% 12/15/20    
SCHWAB CHARLES CORP NEW 2.65%    
APPLE INC 3.00% 11/13/2027 CAL 49,048 47,982
BLACKROCK INC SR 3.25% 04/30/2 26,074 24,016
HOME DEPOT INC 3.35% 09/15/202 49,405 49,005
MARRIOTT INTL INC NEW 4.00% 04 24,690 24,199
METLIFE INC SR GLBL 3.60% 11/1 49,668 49,091
NIKE INC 2.375% 11/01/2026 CAL 48,415 47,454
TARGET CORP 2.50% 04/15/2026 C 48,767 48,125
PALMER SQUARE INCOME PLUS FUND 46,037 46,380
JP MORGAN MORTGAGE SECURITIES 57,959 52,060
AT&T INC SR GLBL 4.30% DTD 08/ 45,825 39,168
APPLIED MATLS INC SR GLBL NT 1 40,411 34,020
BANK AMER CORP MEDIUM TERM NT 50,416 48,123
INTERCONTINENTAL EXCHANGE INC 40,525 38,397
MCDONALDS CORP MED TERM NT FR 46,371 39,325
QUALCOMM INC FR 3.25% 05/20/20 52,858 48,401
CITIGROUP INC SR GLBL NT VAR R 49,307 48,350
DISNEY WALT CO SR NT 2.65% 1/1 41,700 35,590
FEDERAL FARM CR BKS CONS SYSTE 54,189 52,248
MORGAN STANLEY SR NT F 3.75% 2    
INVESCO FLOATING RATE ESG FUND 40,000 37,158
WALMART INC 3.70% 06/26/2028 50,007 49,394
CB RICHARD ELLIS SVCS INC SR N 40,616 42,309
EBAY INC SR GLBL NT 3.45% 08/0 49,950 49,338
GOLDMAN SACHS GROUP INC FLTG R 41,492 42,921
ALBEMARLE CORP SR GLBL NT 5.05 48,181 48,800
JPMORGAN CHASE & CO GLBL NT VA 42,982 44,456
WELLS FARGO & CO FR VAR RATE 0 42,513 43,206

TY 2023 InvestmentsCorpStockSchedule
Name:
WEBSTER FAMILY FOUNDATION
EIN:
47-0812689
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC CLASS A ORDINARY 18,648 38,600
EATON CORP PLC SHS 10,210 34,919
AT&T INC COM    
AIR PRODS & CHEMS INC COM 14,829 22,999
AMGEN INC COM 24,861 36,003
BLACKROCK INC COM 34,128 63,320
BROADRIDGE FINL SOLUTIONS INC 7,346 9,053
CHEVRON CORP NEW COM 39,425 53,250
CISCO SYS INC COM 22,050 25,563
COMCAST CORP CL A 32,398 39,158
DUKE ENERGY CORP NEW COM 23,852 27,462
JPMORGAN CHASE & CO COM 47,096 78,416
JOHNSON & JOHNSON COM 37,070 42,947
LOCKHEED MARTIN CORP COM 17,634 28,101
MICROSOFT CORP COM 8,266 29,707
MICROCHIP TECHNOLOGY INC COM 14,972 37,064
NESTLE S A SPONSORED ADR REPST    
NEXTERA ENERGY INC COM 29,550 41,850
PAYCHEX INC COM 16,234 28,825
PEPSICO INC COM 37,076 53,160
PTC INC COM 8,253 12,072
RPM INTL INC COM 16,157 29,694
TJX COS INC NEW COM 23,515 42,777
TEXAS INSTRUMENTS INC COM 17,642 30,512
ATMOS ENERGY CORP COM 11,801 14,024
TRAVELERS COS INC COM 20,643 31,431
US BANCORP DEL COM NEW 31,172 33,109
UNITED PARCEL SVC INC CL B 19,379 29,245
VERIZON COMMUNICATIONS INC COM 29,085 21,376
XCEL ENERGY INC COM 27,799 34,608
COCA COLA CO COM 21,196 24,397
MEDTRONIC PLC SHS 38,587 34,764
CHUBB LIMITED COM 13,584 21,696
ROYAL CARIBBEAN CRUISES LTD 11,529 15,409
AMN HEALTHCARE SERVICES INC CO 10,620 7,713
ACTIVISION BLIZZARD INC COM    
ADOBE INC 14,145 31,023
ALPHABET INC CAP STK CL C 31,736 68,774
AMAZON.COM INC COM 42,560 67,613
AMERICAN TOWER CORPORATION 12,204 15,759
AMETEK INC NEW COM 15,552 25,228
APPLE INC COM 29,968 115,518
BERRY GLOBAL GROUP INC 7,323 10,445
BOOKING HLDGS INC COM 9,107 17,736
CDW CORP COM 9,964 20,231
CME GROUP INC COM 16,712 20,639
CHURCH & DWIGHT INC COM 10,740 15,413
COMCAST CORP CL A 14,663 17,935
CONSTELLATION BRANDS INC CL A 12,698 16,681
COSTCO WHSL CORP NEW COM 12,004 29,044
DIAMONDBACK ENERGY INC COM 6,974 10,545
ENERSYS COM 6,446 8,481
EDWARDS LIFESCIENCES CORP COM 17,179 18,529
EXXON MOBIL CORP COM 20,902 27,095
FMC CORP COM NEW 6,020 5,296
FIRST AMERN FINL CORP COM 9,441 11,921
FIRST INDL RLTY TR INC COM 10,306 15,643
FLEETCOR TECHNOLOGIES INC COM    
HUMANA INC COM 14,280 19,686
JPMORGAN CHASE & CO COM 18,212 28,577
KEYCORP NEW COM    
LAMB WESTON HLDGS INC COM 13,009 20,429
LILLY ELI & CO COM 5,966 34,392
MASTEC INC COM 6,444 10,828
MASTERCARD INC CL A 15,321 31,988
MICROSOFT CORP COM 39,256 118,077
MICROCHIP TECHNOLOGY INC COM 11,229 21,373
NEXTERA ENERGY INC COM 12,971 14,152
NIKE INC CL B 15,143 19,000
O REILLY AUTOMOTIVE INC NEW CO 3,767 11,401
PAYCOM SOFTWARE INC COM 11,180 9,509
PHILLIPS 66 COM 14,131 19,438
SUN CMNTYS INC COM 20,136 17,508
THERMO FISHER CORP COM 14,976 26,540
TIMKEN CO COM 5,980 11,702
VERIZON COMMUNICATIONS INC COM 22,711 16,437
WALMART INC. 15,580 22,071
WASTE MANAGEMENT INC COM 12,159 23,999
WELLS FARGO & CO NEW COM 16,433 16,686
ZOETIS INC CL A 11,533 21,513
CONOCOPHILLIPS COM 16,580 42,133
CULLEN FROST BANKERS INC COM 9,642 8,462
MERCK & CO INC NEW COM 26,463 39,901
TARGET CORP COM 19,971 24,496
HORIZON THERAPEUTICS PUB LTD S    
LINDE PLC COM 13,438 22,178
CSX CORP COM 16,249 22,709
EQUITABLE HLDGS INC COM 5,546 8,558
MORGAN STANLEY COM NEW 6,207 9,139
NVIDIA CORP COM 15,855 61,407
POOL CORPORATION COM 13,133 16,347
RAYTHEON TECHNOLOGIES CORP COM    
BRISTOL MYERS SQUIBB CO COM 32,264 25,809
COCA COLA CO COM 5,965 10,212
CULLEN FROST BANKERS INC COM 32,122 38,297
QUALCOMM INC COM 21,547 21,839
REALTY INCOME CORP COM 32,165 26,585
ABBOTT LABORATORIES COM 29,157 33,131
AMERICAN WTR WKS CO INC NEW CO 14,021 10,823
BROWN & BROWN INC COM 6,579 6,969
CINTAS CORP COM 15,981 26,517
META PLATFORM, INC 15,526 31,502
GENTEX CORP COM 7,512 7,708
HOME DEPOT INC COM 10,392 20,100
PNC FINL SVCS GROUP INC COM 13,196 10,375
PURECYCLE TECHNOLOGIES INC COM 16,184 8,209
QUALCOMM INC COM 29,813 31,240
RAYTHEON TECHNOLOGIES CORP COM    
RENT A CTR INC NEW COM    
AMBARELLA INC SHS 9,150 6,558
CAMBIUM NETWORKS CORP SHS    
ICON PLC SHS 7,626 8,209
AMN HEALTHCARE SERVICES INC CO 2,083 3,220
ATLANTIC UN BANKSHARES CORP CO 6,671 6,943
BALCHEM CORP COM 8,355 7,735
BLACKBAUD INC COM 7,083 9,710
BROADRIDGE FINL SOLUTIONS INC 17,659 36,624
BURLINGTON STORES INC COM 13,854 13,419
CACI INTL INC CL A 8,873 10,364
CARLISLE COS INC COM 8,955 11,560
CASEYS GEN STORES INC COM 6,503 9,341
DORMAN PRODUCTS INC COM 7,618 5,755
EASTERLY GOVT PPTYS INC COM    
EXLSERVICE HOLDINGS INC COM 7,220 7,743
FORTUNE BRANDS HOME & SEC INC 7,488 7,157
FORWARD AIR CORPORATION COM    
FRANKLIN ELEC INC CO 7,139 8,505
ICF INTL INC COM 8,748 11,398
IDACORP INC COM 12,319 10,914
INTEGRA LIFESCIENCES HLDGS COR    
JONES LANG LASALLE INC COM 10,186 8,877
LHC GROUP INC COM    
LGI HOMES INC COM 7,167 6,259
LAMAR ADVERTISING CO NEW CL A 9,759 9,671
LITTLEFUSE INC COM 12,156 10,702
MKS INSTRUMENT INC COM 9,866 8,127
MARKEL CORP COM 8,717 9,939
MOELIS & CO CL A 8,883 9,037
CNX RES CORP COM 6,178 8,620
NEXTSTAR MEDIA GROUP, INC 7,239 7,524
OLLIES BARGAIN OUTLT HLDGS INC 6,795 11,308
OMNICELL INC COM 13,845 4,064
OSHKOSH CORPORATION    
PACIRA BIOSCIENCES COM 4,572 2,699
PERKINELMER INC COM    
QUALYS INC COM 5,869 9,029
QUANTA SVCS INC COM 4,485 8,632
RPM INTL INC COM 8,974 10,605
ROBERT HALF INTL INC COM 21,728 24,354
SELECTIVE INS GROUP INC COM 8,890 10,545
SOUTHSTATE CORP 9,899 10,472
STIFEL FINL CORP COM 11,814 11,963
TETRA TECH INC NEW COM 11,082 11,518
UMB FINL CORP COM 8,041 6,266
AGREE REALTY CORP COM 9,024 8,624
BLACK KNIGHT INC COM    
DIODES INC COM 5,605 6,925
MARATHON OIL CORP COM 7,288 7,248
MOLINA HEALTHCARE INC COM 10,594 11,923
POWER INTEGRATIONS INC COM 10,533 11,085
SM ENERGY CO COM 6,977 7,744
TRACTOR SUPPLY CO COM 15,067 14,192
LOWES COS INC COM 28,751 28,932
EOG RES INC COM 23,752 26,609
ECOLAB INC COM 16,434 22,017
PROCTER & GAMBLE CO COM 27,109 41,324
STATE STR CORP COM 34,852 34,470
BROWN & BROWN INC COM 15,412 18,204
EOG RES INC COM 8,506 12,942
ENTEGRIS INC COM 11,922 16,535
FISERV INC COM 16,301 20,590
LANTHEUS HLDGS INC COM 9,748 9,238
MOODYS CORP COM 12,713 14,841
PERFICIENT INC COM 16,753 15,468
ENOVIS CORPORATION COM 8,230 8,515
ABBOTT LABORATORIES COM 27,204 25,206
AMGEN INC COM 15,131 16,417
AMPHENOL CORP CL A 13,298 16,951
ENPRO INC 4,799 7,524
MONDELEZ INTL INC CL A 29,771 30,421
JAZZ PHARMACEUTICALS PLC SHS U 23,090 19,188
INMODE LTD SHS 8,087 5,560
GENTEX CORP COM 12,699 12,084
NAPCO SECURITY TECHNOLOGIES IN 7,375 8,426
RTX CORPORATION COM 19,087 21,119
UPBOUND GROUP INC COM 17,508 13,180
STARBUCKS CORP COM 27,259 27,075
UNITEDHEALTH GROUP INC COM 23,358 26,324
ONTO INNOVATION INC COM 6,173 8,257
OSHKOSH CORPORATION 8,358 8,131
REVVITY INC COM 18,422 12,133
ROBERT HALF INC 10,126 8,792
WYNDHAM HOTELS & RESORTS INC C 5,543 6,674
DOLLAR GEN CORP NEW COM 17,833 20,664

TY 2023 InvestmentsGovtObligationsSch
Name:
WEBSTER FAMILY FOUNDATION
EIN:
47-0812689
US Government Securities - End of Year Book Value:

692,326
US Government Securities - End of Year Fair Market Value:

657,697
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
WEBSTER FAMILY FOUNDATION
EIN:
47-0812689
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PENDING ACCRUED INTEREST AT COST 140 140

TY 2023 OtherAssetsSchedule
Name:
WEBSTER FAMILY FOUNDATION
EIN:
47-0812689
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ALPS CORE COMMODITY MANAGEMENT 66,000 0 0
JPMORGAN HEDGED EQUITY FUND - 350,000 350,000 369,619
ABSOLUTE CONVERTIBLE ARBITRAGE 70,000 100,000 98,757
J P MORGAN EXCHANGE-TRADED F E   48,175 48,053


TY 2023 OtherDecreasesSchedule
Name:
WEBSTER FAMILY FOUNDATION
EIN:
47-0812689
Description Amount
ROUNDING & BASIS ADJ 88
2023 TRANSACTIONS POSTED TO 2024 4,797
PENDING ROC ADJUSTMENTS 173


TY 2023 OtherExpensesSchedule
Name:
WEBSTER FAMILY FOUNDATION
EIN:
47-0812689
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 39 35   4


TY 2023 OtherIncreasesSchedule
Name:
WEBSTER FAMILY FOUNDATION
EIN:
47-0812689
Description Amount
2022 ACCRUED INTEREST USED IN 2023 2,154
MUTUAL FUND ADJUSTMENT 156
2022 TRANSACTIONS POSTE TO 2023 2,317
PRIOR YEAR WASH SALE ADJUSTMENTS 624
2023 RETURN OF CAPITAL 742


TY 2023 OtherProfessionalFeesSchedule
Name:
WEBSTER FAMILY FOUNDATION
EIN:
47-0812689
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 30,995 27,895   3,099


TY 2023 TaxesSchedule
Name:
WEBSTER FAMILY FOUNDATION
EIN:
47-0812689
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 152 137   0