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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
WEBSTER FAMILY FOUNDATION
 
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, 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$7,361,925J 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) 457,770
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 186,897 186,897  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 646,726
b Gross sales price for all assets on line 6a 1,602,957
7 Capital gain net income (from Part IV, line 2)... 646,726
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)....... Click to see attachment
List of Attached Documents:
// Content
157 157  
12 Total. Add lines 1 through 11........ 1,291,550 833,780  
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)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
35,198 35,198   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,562 1,542   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
26 26    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,036 36,766 0 1,250
25 Contributions, gifts, grants paid....... 380,500 380,500
26 Total expenses and disbursements. Add lines 24 and 25 426,536 36,766 0 381,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 865,014
b Net investment income (if negative, enter -0-) 797,014
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 403,129 231,819 231,819
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) 692,326    
b Investments—corporate stock (attach schedule)....... 2,713,357    
c Investments—corporate bonds (attach schedule)....... 1,348,949    
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).......... 140 Click to see attachment
List of Attached Documents:
// Content
5,838,240 		7,130,106
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
498,175 		   
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,656,076 6,070,059 7,361,925
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........ 5,656,076 6,070,059
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)..... 5,656,076 6,070,059
30 Total liabilities and net assets/fund balances (see instructions). 5,656,076 6,070,059
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
5,656,076
2
Enter amount from Part I, line 27a .....................
2
865,014
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,920
4
Add lines 1, 2, and 3 ..........................
4
6,523,010
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
452,951
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,070,059
Form 990-PF (2024)
Form 990-PF (2024)
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 27. AMN HEALTHCARE SERVICES INC COM   2024-02-01 2024-11-22
b 150. AMN HEALTHCARE SERVICES INC COM   2024-03-21 2024-12-19
c 43. AMN HEALTHCARE SERVICES INC COM   2019-04-25 2024-12-19
d 29. ABBOTT LABS COM   2023-06-22 2024-11-22
e 27. ABBOTT LABS COM   2021-08-05 2024-11-22
6. ADOBE SYS INC COM   2023-04-20 2024-11-22
8. AIR PRODS & CHEMS INC   2022-03-17 2024-11-22
61. ALPHABET INC CAP STK CL C   2023-07-25 2024-11-22
25. AMAZON COM INC   2020-11-19 2024-02-15
51. AMAZON COM INC   2023-10-20 2024-11-22
50000. AMAZON COM INC SR BD 3.80% DTD 12/05/2014 DUE 12/05/2024   2018-12-13 2024-12-05
11. AMERICAN TOWER CORPORATION   2024-09-19 2024-11-22
82. AMERICAN WTR WKS CO INC NEW COM   2021-12-21 2024-07-11
33. AMETEK INC NEW COM   2022-08-11 2024-11-08
15. AMETEK INC NEW COM   2019-12-05 2024-11-22
17. AMGEN INC   2018-08-01 2024-10-15
8. AMGEN INC   2023-11-13 2024-11-22
9. AMGEN INC   2024-01-25 2024-11-22
48. AMPHENOL CORP CL A   2023-07-20 2024-11-22
77. APPLE COMPUTER INCORPORATED   2019-03-27 2024-11-22
39. ATMOS ENERGY CORP   2019-02-20 2024-03-14
10. ATMOS ENERGY CORP   2023-03-30 2024-11-22
76. BERRY GLOBAL GROUP INC.   2020-01-02 2024-07-25
79. BERRY GLOBAL GROUP INC.   2020-01-02 2024-08-15
8. BLACKROCK INC COM   2022-05-06 2024-11-22
1. BOOKING HLDGS INC COM   2018-09-19 2024-11-22
503. BRISTOL MYERS SQUIBB CO COM   2022-03-04 2024-06-21
19. BROADRIDGE FINL SOLUTIONS INC COM   2022-01-26 2024-11-22
41. BROWN & BROWN INC COM   2021-11-10 2024-02-22
44. BROWN & BROWN INC COM   2021-11-10 2024-04-18
20. BROWN & BROWN INC COM   2021-11-01 2024-11-22
10. BROWN & BROWN INC COM   2022-03-03 2024-12-03
75000. BURLINGTON NORTHN SANTA FE CP SR DEB 3.40% DTD 08/18/2014 DUE 0   2019-02-28 2024-09-01
10. CDW CORP COM   2023-06-29 2024-11-22
19. CME GROUP INC COM   2022-11-17 2024-10-24
9. CME GROUP INC COM   2022-11-17 2024-11-22
95. CSX CORP   2024-03-14 2024-11-22
7. CSX CORP   2020-08-27 2024-11-22
40. CNX RES CORP COM   2022-12-12 2024-03-04
71. CNX RES CORP COM   2022-12-12 2024-07-16
38. CNX RES CORP COM   2021-12-14 2024-07-29
58. CNX RES CORP COM   2021-12-14 2024-10-01
27. CNX RES CORP COM   2021-12-14 2024-11-13
197. CNX RES CORP COM   2021-12-14 2024-11-21
8. CACI INTL INC CL A   2021-12-14 2024-08-27
3. CARLISLE COS INC   2021-12-14 2024-03-04
3. CARLISLE COS INC   2021-12-14 2024-06-11
2. CASEY'S GENERAL STORES INC   2021-12-14 2024-03-05
37. CHEVRONTEXACO CORP   2019-05-01 2024-11-22
19. CHURCH & DWIGHT CO   2022-01-20 2024-11-22
52. CISCO SYS INC   2019-01-22 2024-11-22
5. CINTAS CORP   2023-02-02 2024-04-11
7. CINTAS CORP   2023-03-02 2024-07-25
19. CINTAS CORP   2021-02-11 2024-11-08
13. CINTAS CORP   2021-02-11 2024-11-22
11. COCA COLA CONSOLIDATED INC COM   2021-12-14 2024-01-12
151. COCA COLA CO. COM   2021-03-23 2024-01-23
263. COCA COLA CO. COM   2021-03-23 2024-02-09
125. COMCAST CORP CL A   2022-01-24 2024-03-21
213. COMCAST CORP CL A   2022-11-17 2024-05-16
71. COMCAST CORP CL A   2022-11-17 2024-10-03
92. COMCAST CORP CL A   2023-02-21 2024-11-22
42. CONOCOPHILLIPS COM   2020-03-03 2024-11-22
18. CONSTELLATION BRANDS INC CLASS A   2020-03-04 2024-03-07
9. CONSTELLATION BRANDS INC CLASS A   2023-04-06 2024-11-22
5. COSTCO WHSL CORP NEW   2022-01-31 2024-02-15
5. COSTCO WHSL CORP NEW   2022-01-27 2024-03-07
4. COSTCO WHSL CORP NEW   2018-12-13 2024-11-22
25. CULLEN/FROST BANKERS INC COM   2023-02-15 2024-11-22
11. DIAMONDBACK ENERGY INC COM   2023-06-29 2024-11-22
22. DOLLAR GEN CORP NEW COM   2024-01-23 2024-11-22
80. DOLLAR GEN CORP NEW COM   2024-09-25 2024-12-03
152. DOLLAR GEN CORP NEW COM   2023-11-13 2024-12-03
22. DORMAN PRODUCTS INC COM   2021-12-14 2024-12-17
29. DUKE ENERGY CORP NEW COM   2019-05-01 2024-11-22
19. EOG RES INC   2023-05-18 2024-11-22
15. EOG RES INC   2023-08-10 2024-11-22
50000. EBAY INC SR GLBL NT 3.45% DTD 07/28/2014 DUE 08/01/2024   2023-02-01 2024-08-01
22. ECOLAB INC   2022-11-18 2024-11-07
6. ECOLAB INC   2022-11-18 2024-11-22
29. EDWARDS LIFESCIENCES CORP COM   2023-05-18 2024-11-22
14. ENERSYS COM   2021-12-14 2024-10-29
20. ENTEGRIS INC COM   2024-07-25 2024-11-22
47. EQUITABLE HLDGS INC COM   2023-01-19 2024-11-22
38. EXXON MOBIL CORP COM   2023-08-10 2024-11-22
23. FMC CORP COM NEW   2024-07-25 2024-11-22
7. META PLATFORM, INC.   2024-10-03 2024-11-22
7. META PLATFORM, INC.   2023-10-19 2024-11-22
1. FAIR ISAAC & CO INC   2024-10-17 2024-11-22
32. FIRST AMERN FINL CORP COM   2021-07-20 2024-11-22
46. FIRST INDL RLTY TR INC COM   2024-09-19 2024-11-22
36. FISERV INC   2022-09-15 2024-04-25
28. FISERV INC   2022-09-15 2024-09-19
13. FISERV INC   2022-09-15 2024-11-22
16. FRANKLIN ELEC INC COM   2021-12-14 2024-06-11
45. GENTEX CORP COM   2021-02-18 2024-11-22
10. HOME DEPOT INC   2019-03-27 2024-11-22
700. HONEYWELL INTERNATIONAL INC COM   1972-07-21 2024-10-18
13. HUMANA INC COM   2022-05-05 2024-02-01
11. HUMANA INC COM   2022-05-05 2024-03-21
2. HUMANA INC COM   2019-02-28 2024-11-22
12. INGERSOLL RAND INC COM   2024-11-08 2024-11-22
29. J P MORGAN CHASE & CO   2022-08-19 2024-03-07
42. J P MORGAN CHASE & CO   2022-08-19 2024-09-25
35. J P MORGAN CHASE & CO   2018-10-30 2024-11-22
23. J P MORGAN CHASE & CO   2020-11-12 2024-11-22
37. JOHNSON & JOHNSON COM   2018-10-30 2024-08-02
17. JOHNSON & JOHNSON COM   2018-10-30 2024-11-22
28. LAMB WESTON HLDGS INC COM   2024-04-11 2024-11-22
13. LANTHEUS HLDGS INC COM   2023-05-19 2024-11-22
6. LILLY ELI & CO COM   2018-09-19 2024-01-25
6. LILLY ELI & CO COM   2018-09-19 2024-11-22
6. LITTELFUSE INC COM   2024-11-07 2024-11-22
6. LOCKHEED MARTIN CORP COMMON   2018-11-28 2024-11-22
14. LOWES COS INC   2022-03-10 2024-11-22
8. MKS INSTRUMENT INC COM   2021-12-14 2024-05-14
9. MANHATTAN ASSOCS INC COM   2024-06-13 2024-11-22
89. MARATHON OIL CORP   2024-01-12 2024-07-29
261. MARATHON OIL CORP   2022-12-12 2024-07-29
45. MASTEC INC COM   2020-08-27 2024-07-25
36. MASTEC INC COM   2020-08-27 2024-09-12
24. MASTEC INC COM   2020-08-27 2024-11-22
7. MASTEC INC COM   2024-04-04 2024-12-05
38. MASTEC INC COM   2020-08-27 2024-12-05
8. MASTERCARD INC CL A   2019-02-20 2024-03-07
8. MASTERCARD INC CL A   2018-10-08 2024-11-22
1200. MERCK & CO INC NEW COM   1972-08-18 2024-10-18
106. MERCK & CO INC NEW COM   2020-06-18 2024-11-07
19. MERCK & CO INC NEW COM   2020-06-18 2024-11-22
6. MICROSOFT CORP   2018-08-01 2024-11-22
8. MICROSOFT CORP   2024-07-25 2024-11-22
31. MICROSOFT CORP   2023-10-19 2024-11-22
43. MICROCHIP TECHNOLOGY INC   2018-09-19 2024-11-22
28. MICROCHIP TECHNOLOGY INC   2023-06-08 2024-11-22
24. MONDELEZ INTL INC CL A   2023-12-06 2024-11-22
5. MOODYS CORP COM   2022-02-03 2024-11-22
27. MORGAN STAN DEAN WITTER & CO   2020-12-18 2024-11-22
91. NAPCO SECURITY TECHNOLOGIES INC   2024-03-21 2024-07-25
58. NAPCO SECURITY TECHNOLOGIES INC   2024-03-21 2024-11-22
7. NEXSTAR MEDIA GROUP INC COMMON STOCK   2021-12-14 2024-03-04
59. NEXTERA ENERGY INC COM   2018-12-13 2024-11-22
28. NEXTERA ENERGY INC COM   2021-12-21 2024-11-22
21. NIKE INC   2023-10-12 2024-11-22
7. NVIDIA CORP   2021-01-19 2024-04-11
52. NVIDIA CORP   2020-12-10 2024-06-13
38. NVIDIA CORP   2021-01-19 2024-08-22
130. NVIDIA CORP   2021-01-19 2024-11-22
1. O REILLY AUTOMOTIVE INC NEW COM   2019-01-16 2024-11-22
108. OMNICELL INC COM   2022-11-16 2024-03-04
6. ONTO INNOVATION INC COM   2023-08-21 2024-05-14
6. ONTO INNOVATION INC COM   2023-08-21 2024-06-18
12. OSHKOSH CORPORATION   2021-12-14 2024-06-11
67. PNC BANK CORP   2022-11-17 2024-06-24
3. PTC INC COM   2021-12-14 2024-03-05
7. PTC INC COM   2021-12-14 2024-05-14
80. PACIRA BIOSCIENCES COM   2021-12-14 2024-01-12
25. PAYCHEX INC   2018-08-01 2024-11-22
6. PAYCOM SOFTWARE INC COM   2023-03-30 2024-11-22
21. PEPSICO INC COM   2023-12-06 2024-11-22
51. PERFICIENT INC COM   2023-11-09 2024-05-06
184. PERFICIENT INC COM   2023-03-30 2024-05-06
46. PHILLIPS 66 COM   2023-01-19 2024-01-25
36. PHILLIPS 66 COM   2023-01-19 2024-08-08
8. PHILLIPS 66 COM   2019-04-25 2024-11-22
5. POOL CORPORATION COM   2023-06-08 2024-11-22
21. PROCTER & GAMBLE CO COM   2019-03-04 2024-11-22
504. PURECYCLE TECHNOLOGIES INC COM   2023-05-18 2024-10-17
184. PURECYCLE TECHNOLOGIES INC COM   2023-05-18 2024-11-22
23. QUALCOMM INC COM   2022-03-17 2024-11-22
20. QUALCOMM INC COM   2021-11-23 2024-11-22
10. QUALYS INC COM   2021-12-14 2024-02-07
5. QUANTA SERVICES INC COM   2021-12-14 2024-01-12
8. QUANTA SERVICES INC COM   2021-12-14 2024-06-11
4. QUANTA SERVICES INC COM   2021-12-14 2024-10-04
23. QUANTA SERVICES INC COM   2021-12-14 2024-11-13
20. RPM INC OHIO   2022-03-10 2024-11-22
7. RPM INC OHIO   2021-12-14 2024-12-03
54. RTX CORPORATION COM   2023-03-09 2024-09-12
31. RTX CORPORATION COM   2020-11-24 2024-11-22
95. REALTY INCOME CORP COM   2021-07-29 2024-11-07
27. REALTY INCOME CORP COM   2021-07-29 2024-11-22
45. UPBOUND GROUP INC COM   2021-09-09 2024-11-22
38. ROBERT HALF INC   2024-01-23 2024-11-22
27. THE SOUTHERN CO COM   2024-08-15 2024-11-22
21. STARBUCKS CORP COMMON   2023-11-13 2024-11-22
46. STATE STREET CORP COM   2022-03-31 2024-11-22
47. SUN CMNTYS INC COM   2022-01-20 2024-03-14
10. SUN CMNTYS INC COM   2021-07-15 2024-11-22
44. SYNCHRONY FINANCIAL COM   2024-08-22 2024-11-22
50. TJX COS INC NEW   2021-06-14 2024-08-02
37. TJX COS INC NEW   2021-06-14 2024-11-22
5. T MOBILE US INC COM   2024-10-03 2024-11-22
18. TARGET CORP COM   2022-05-20 2024-11-22
18. TEXAS INSTRS INC   2018-09-19 2024-11-22
7. THERMO ELECTRON CORP COM   2023-03-02 2024-10-17
5. THERMO ELECTRON CORP COM   2021-03-11 2024-11-22
32. TIMKEN CO.   2024-05-16 2024-11-22
3. TRACTOR SUPPLY CO COM   2021-12-14 2024-03-04
4. TRACTOR SUPPLY CO COM   2021-12-14 2024-06-11
7. TRACTOR SUPPLY CO COM   2021-12-14 2024-12-17
17. TRAVELERS COS INC COM   2018-11-28 2024-11-22
3500. U.S. BANCORP COM   1972-07-21 2024-10-18
79. U.S. BANCORP COM   2019-03-04 2024-11-22
16. UNITED PARCEL SERVICE INC CL B-COM   2024-02-09 2024-11-22
55000. US TREASURY NOTE 2.50% DTD 05/15/2014 DUE 05/15/2024   2023-02-23 2024-05-15
40000. US TREASURY NOTE 1.00% DTD 12/15/2021 DUE 12/15/2024   2023-06-06 2024-12-15
4. UNITED THERAPEUTICS CORP DEL COM   2024-04-25 2024-11-22
4. UNITEDHEALTH GROUP INC   2023-06-22 2024-11-22
170. VERIZON COMMUNICATIONS COM   2019-04-25 2024-10-03
39. VERIZON COMMUNICATIONS COM   2018-12-13 2024-11-22
32. VERIZON COMMUNICATIONS COM   2022-01-20 2024-11-22
76. WAL MART STORES INC   2020-03-09 2024-09-19
41. WAL MART STORES INC   2019-07-11 2024-11-22
26. WASTE MANAGEMENT INC COM   2018-12-13 2024-04-04
13. WASTE MANAGEMENT INC COM   2018-12-13 2024-11-22
50. WELLS FARGO & COMPANY (NEW) COM   2022-01-31 2024-11-22
58. XCEL ENERGY INC COM   2018-12-13 2024-11-22
7. ZOETIS INC CL A   2024-06-21 2024-11-22
13. ZOETIS INC CL A   2021-03-11 2024-11-22
16. AMBARELLA INC SHS   2022-03-04 2024-12-03
12. ACCENTURE PLC CLASS A ORDINARY SHARES   2022-09-26 2024-11-22
13. EATON CORP PLC SHS   2018-12-13 2024-05-30
11. EATON CORP PLC SHS   2018-12-13 2024-11-22
4. ICON PLC SHS   2021-12-14 2024-01-12
18. JAZZ PHARMACEUTICALS PLC SHS USD   2023-02-02 2024-11-22
37. JAZZ PHARMACEUTICALS PLC SHS USD   2023-02-02 2024-12-19
7. LINDE PLC SHS   2020-12-18 2024-11-22
43. MEDTRONIC PLC SHS   2018-12-13 2024-11-22
14. CHUBB LIMITED COM   2022-01-27 2024-02-22
14. CHUBB LIMITED COM   2023-03-02 2024-09-26
9. CHUBB LIMITED COM   2018-10-08 2024-11-22
250. INMODE LTD SHS   2023-03-30 2024-04-25
28. ROYAL CARIBBEAN CRUISES LTD   2019-03-27 2024-03-07
25. ROYAL CARIBBEAN CRUISES LTD   2019-01-16 2024-10-24
8. ROYAL CARIBBEAN CRUISES LTD   2019-01-16 2024-11-22
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    
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    
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    
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    
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    
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    
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 695   2,037 -1,342
b 3,432   10,394 -6,962
c 984   2,083 -1,099
d 3,409   3,136 273
e 3,174   3,320 -146
3,069   2,388 681
2,652   1,814 838
10,185   7,425 2,760
4,221   3,273 948
10,065   6,662 3,403
50,000   50,000  
2,252   2,516 -264
11,180   14,021 -2,841
6,291   4,116 2,175
2,944   1,465 1,479
5,553   3,325 2,228
2,358   2,128 230
2,652   2,769 -117
3,554   2,033 1,521
17,666   3,796 13,870
4,498   3,777 721
1,503   1,116 387
4,872   3,613 1,259
5,092   3,710 1,382
8,292   4,905 3,387
5,146   1,926 3,220
20,865   32,264 -11,399
4,350   2,225 2,125
3,427   2,593 834
3,571   2,764 807
2,237   1,239 998
1,114   680 434
75,000   74,790 210
1,786   1,790 -4
4,369   3,360 1,009
2,061   1,574 487
3,390   3,527 -137
250   178 72
858   653 205
1,864   1,026 838
972   534 438
1,878   816 1,062
1,043   380 663
8,030   2,770 5,260
3,804   2,158 1,646
1,056   717 339
1,221   717 504
589   383 206
6,002   4,452 1,550
2,137   1,952 185
3,046   2,400 646
3,351   2,231 1,120
5,331   3,051 2,280
4,287   1,636 2,651
2,883   1,106 1,777
9,991   5,965 4,026
9,039   7,731 1,308
15,596   13,465 2,131
5,310   4,726 584
8,369   7,506 863
2,879   2,432 447
4,001   3,469 532
4,698   2,019 2,679
4,514   3,302 1,212
2,154   2,017 137
3,608   2,443 1,165
3,895   2,166 1,729
3,851   899 2,952
3,551   3,307 244
2,037   1,428 609
1,631   2,971 -1,340
6,330   7,445 -1,115
12,026   17,833 -5,807
2,933   2,429 504
3,330   2,618 712
2,592   2,094 498
2,047   1,967 80
50,000   50,000  
5,402   3,257 2,145
1,470   888 582
2,042   2,532 -490
1,402   1,074 328
2,113   2,539 -426
2,233   1,388 845
4,642   3,479 1,163
1,350   1,357 -7
3,914   4,027 -113
3,914   2,228 1,686
2,347   2,027 320
2,158   2,022 136
2,468   2,600 -132
5,489   3,820 1,669
4,976   2,948 2,028
2,880   1,369 1,511
1,525   1,478 47
1,364   1,579 -215
4,160   1,893 2,267
154,795   2,807 151,988
4,850   5,676 -826
3,844   3,693 151
594   573 21
1,254   1,240 14
5,454   3,441 2,013
8,804   4,706 4,098
8,712   3,730 4,982
5,725   2,592 3,133
5,995   5,191 804
2,634   2,383 251
2,143   2,294 -151
1,170   1,228 -58
3,765   634 3,131
4,483   624 3,859
1,456   1,569 -113
3,249   1,794 1,455
3,686   3,127 559
977   1,270 -293
2,516   2,059 457
2,426   2,150 276
7,116   6,304 812
4,786   2,075 2,711
3,908   1,660 2,248
3,396   1,107 2,289
995   664 331
5,402   1,602 3,800
3,734   1,753 1,981
4,156   1,686 2,470
130,753   2,472 128,281
10,738   7,664 3,074
1,897   1,374 523
2,490   636 1,854
3,319   3,376 -57
12,862   8,817 4,045
2,869   1,760 1,109
1,868   2,275 -407
1,541   1,701 -160
2,397   1,720 677
3,626   1,725 1,901
4,883   3,726 1,157
2,241   2,325 -84
1,101   1,056 45
4,487   2,678 1,809
2,129   2,392 -263
1,617   2,418 -801
6,234   910 5,324
6,656   673 5,983
4,876   494 4,382
18,465   1,683 16,782
1,221   344 877
2,851   13,845 -10,994
1,353   686 667
1,390   686 704
1,301   1,337 -36
10,414   13,196 -2,782
534   359 175
1,257   837 420
2,580   4,572 -1,992
3,597   1,714 1,883
1,375   2,000 -625
3,376   3,513 -137
3,749   3,109 640
13,526   13,643 -117
6,257   5,093 1,164
4,856   3,588 1,268
1,065   761 304
1,828   1,633 195
3,703   2,049 1,654
5,032   7,330 -2,298
2,170   1,265 905
3,580   3,354 226
3,113   3,481 -368
1,778   1,309 469
1,014   561 453
2,161   897 1,264
1,212   449 763
7,600   2,579 5,021
2,745   1,509 1,236
966   682 284
6,451   4,565 1,886
3,739   2,337 1,402
5,370   6,603 -1,233
1,549   1,877 -328
1,518   2,792 -1,274
2,849   3,112 -263
2,375   2,345 30
2,139   2,184 -45
4,476   4,118 358
6,156   9,009 -2,853
1,274   1,825 -551
2,907   2,088 819
5,595   3,256 2,339
4,478   2,410 2,068
1,197   1,042 155
2,249   2,754 -505
3,564   1,936 1,628
4,238   3,543 695
2,565   2,295 270
2,412   2,913 -501
758   702 56
1,102   935 167
1,917   1,637 280
4,454   2,215 2,239
172,446   2,394 170,052
4,138   4,110 28
2,150   2,348 -198
55,000   55,000  
40,000   40,000  
1,488   943 545
2,363   1,922 441
7,578   9,561 -1,983
1,684   2,230 -546
1,382   1,722 -340
5,911   2,915 2,996
3,694   1,551 2,143
5,437   2,387 3,050
2,913   1,190 1,723
3,784   2,633 1,151
4,146   3,121 1,025
1,242   1,198 44
2,306   1,989 317
1,143   2,522 -1,379
4,310   3,100 1,210
4,349   923 3,426
4,137   781 3,356
1,017   1,089 -72
2,277   2,811 -534
4,488   5,740 -1,252
3,180   1,793 1,387
3,700   4,100 -400
3,559   1,997 1,562
4,056   2,565 1,491
2,562   1,226 1,336
4,239   8,087 -3,848
3,501   3,115 386
5,055   2,704 2,351
1,931   846 1,085
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
      7,956
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       -1,342
b       -6,962
c       -1,099
d       273
e       -146
      681
      838
      2,760
      948
      3,403
       
      -264
      -2,841
      2,175
      1,479
      2,228
      230
      -117
      1,521
      13,870
      721
      387
      1,259
      1,382
      3,387
      3,220
      -11,399
      2,125
      834
      807
      998
      434
      210
      -4
      1,009
      487
      -137
      72
      205
      838
      438
      1,062
      663
      5,260
      1,646
      339
      504
      206
      1,550
      185
      646
      1,120
      2,280
      2,651
      1,777
      4,026
      1,308
      2,131
      584
      863
      447
      532
      2,679
      1,212
      137
      1,165
      1,729
      2,952
      244
      609
      -1,340
      -1,115
      -5,807
      504
      712
      498
      80
       
      2,145
      582
      -490
      328
      -426
      845
      1,163
      -7
      -113
      1,686
      320
      136
      -132
      1,669
      2,028
      1,511
      47
      -215
      2,267
      151,988
      -826
      151
      21
      14
      2,013
      4,098
      4,982
      3,133
      804
      251
      -151
      -58
      3,131
      3,859
      -113
      1,455
      559
      -293
      457
      276
      812
      2,711
      2,248
      2,289
      331
      3,800
      1,981
      2,470
      128,281
      3,074
      523
      1,854
      -57
      4,045
      1,109
      -407
      -160
      677
      1,901
      1,157
      -84
      45
      1,809
      -263
      -801
      5,324
      5,983
      4,382
      16,782
      877
      -10,994
      667
      704
      -36
      -2,782
      175
      420
      -1,992
      1,883
      -625
      -137
      640
      -117
      1,164
      1,268
      304
      195
      1,654
      -2,298
      905
      226
      -368
      469
      453
      1,264
      763
      5,021
      1,236
      284
      1,886
      1,402
      -1,233
      -328
      -1,274
      -263
      30
      -45
      358
      -2,853
      -551
      819
      2,339
      2,068
      155
      -505
      1,628
      695
      270
      -501
      56
      167
      280
      2,239
      170,052
      28
      -198
       
       
      545
      441
      -1,983
      -546
      -340
      2,996
      2,143
      3,050
      1,723
      1,151
      1,025
      44
      317
      -1,379
      1,210
      3,426
      3,356
      -72
      -534
      -1,252
      1,387
      -400
      1,562
      1,491
      1,336
      -3,848
      386
      2,351
      1,085
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 646,726
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 11,078
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 11,078
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 11,078
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,706
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 3,706
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 7,372
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 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
6,700,092
b
Average of monthly cash balances.......................
1b
402,557
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,102,649
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
7,102,649
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
106,540
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,996,109
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
349,805
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
349,805
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
11,078
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,078
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
338,727
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
338,727
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
338,727
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
381,750
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
381,750
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 338,727
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 3,260
f Total of lines 3a through e ........ 3,260
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 381,750
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 338,727
e Remaining amount distributed out of corpus 43,023
5 Excess distributions carryover applied to 2024. 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 46,283
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		46,283
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 3,260
e Excess from 2024.... 43,023
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

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

OMAHA CHILDRENS MUSEUM

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

YOUTH EMERGENCY SERVICES

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

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

OMAHA PUBLIC LIBRARY FOUNDATION

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

HEART MINISTRIES
ATTN TIM MCTAGGART
2222 BINNEY STREET
OMAHA,NE68110 		NONE PC SUPPORT OF PROGRAMS 20,000

SAMUEL BAK MUSEUM

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

FRIENDS OF FOREST LAWN

7909 MORMON BRIDGE RD
Omaha,NE68152 		NONE PC UNRESTRICTED GRANT 5,000

UNIVERSITY OF NEBRASKA FOUNDATION

115 SOUTH 92ND STREET
OMAHA,NE68114 		NONE PC UNRESTRICTED GRANT 88,000

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

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 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

FRIENDS OF KIOS BROADCASTING SERV OF THE
OMAHA PUBLIC SCHOOLS
3230 BURT ST
OMAHA,NE68131 		NONE PC UNRESTRICTED GRANT 5,000

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 3,000

NEW CASSEL FOUNDATION OMAHA NEBRASKA

900 N 90TH STREET
Omaha,NE68114 		NONE PC UNRESTRICTED GRANT 2,500

THE HOPE CENTER FOR KIDS

2200 N 20TH ST
Omaha,NE68110 		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 5,000

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 25,000

MUSEUM OF NEBRASKA ART

2401 CENTRAL AVE
KEARNEY,NE68847 		NONE PC UNRESTRICTED GRANT 10,000

OMAHA EQUESTRIAN FOUNDATION

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

LAURITZEN GARDENS

100 BANCROFT STREET
OMAHA,NE68108 		NONE PC UNRESTRICTED GRANT 15,000

NEBRASKA PUBLIC MEDIA

1800 N 33RD ST
LINCOLN,NE68503 		NONE PC PROGRAM SUPPORT 7,000

OMAHA CONSERVATORY OF MUSIC

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

SIENA FRANCIS HOUSE

1702 NICHOLAS STREET
OMAHA,NE68102 		NONE PC UNRESTRICTED GRANT 10,000
Total .................................right arrow 3a 380,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 186,897  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 646,726  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSECTION 897 CAPITA 		    1 157  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   833,780  
13Total. Add line 12, columns (b), (d), and (e)..................
13
833,780
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

47-0812689
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
WEBSTER FAMILY FOUNDATION
  		Employer identification number
47-0812689
Part I
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
JOHN W WEBSTER
14301 FNB PARKWAY SUITE 100
 
OMAHA, NE68154

$ 457,770


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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
 700 SHS OF HONEYWELL INTERNATIONAL 3,500 SHS OF US BANCORP 1,200 SHS OF MERCK & CO. $ 457,770 2024-10-16
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
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     1,250

TY 2024 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    
AMAZON COM INC SR BD 3.80% DTD    
BURLINGTON NORTHN SANTA FE CP    
APPLE INC 3.00% 11/13/2027 CAL    
BLACKROCK INC SR 3.25% 04/30/2    
HOME DEPOT INC 3.35% 09/15/202    
MARRIOTT INTL INC NEW 4.00% 04    
METLIFE INC SR GLBL 3.60% 11/1    
NIKE INC 2.375% 11/01/2026 CAL    
TARGET CORP 2.50% 04/15/2026 C    
PALMER SQUARE INCOME PLUS FUND    
JP MORGAN MORTGAGE SECURITIES    
AT&T INC SR GLBL 4.30% DTD 08/    
APPLIED MATLS INC SR GLBL NT 1    
BANK AMER CORP MEDIUM TERM NT    
INTERCONTINENTAL EXCHANGE INC    
MCDONALDS CORP MED TERM NT FR    
QUALCOMM INC FR 3.25% 05/20/20    
CITIGROUP INC SR GLBL NT VAR R    
DISNEY WALT CO SR NT 2.65% 1/1    
FEDERAL FARM CR BKS CONS SYSTE    
INVESCO FLOATING RATE ESG FUND    
WALMART INC 3.70% 06/26/2028    
CB RICHARD ELLIS SVCS INC SR N    
EBAY INC SR GLBL NT 3.45% 08/0    
GOLDMAN SACHS GROUP INC FLTG R    
ALBEMARLE CORP SR GLBL NT 5.05    
JPMORGAN CHASE & CO GLBL NT VA    
WELLS FARGO & CO FR VAR RATE 0    

TY 2024 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    
EATON CORP PLC SHS    
AIR PRODS & CHEMS INC COM    
AMGEN INC COM    
BLACKROCK INC COM    
BROADRIDGE FINL SOLUTIONS INC    
CHEVRON CORP NEW COM    
CISCO SYS INC COM    
COMCAST CORP CL A    
DUKE ENERGY CORP NEW COM    
JPMORGAN CHASE & CO COM    
JOHNSON & JOHNSON COM    
LOCKHEED MARTIN CORP COM    
MICROSOFT CORP COM    
MICROCHIP TECHNOLOGY INC COM    
NEXTERA ENERGY INC COM    
PAYCHEX INC COM    
PEPSICO INC COM    
PTC INC COM    
RPM INTL INC COM    
TJX COS INC NEW COM    
TEXAS INSTRUMENTS INC COM    
ATMOS ENERGY CORP COM    
TRAVELERS COS INC COM    
US BANCORP DEL COM NEW    
UNITED PARCEL SVC INC CL B    
VERIZON COMMUNICATIONS INC COM    
XCEL ENERGY INC COM    
COCA COLA CO COM    
MEDTRONIC PLC SHS    
CHUBB LIMITED COM    
ROYAL CARIBBEAN CRUISES LTD    
AMN HEALTHCARE SERVICES INC CO    
ADOBE INC    
ALPHABET INC CAP STK CL C    
AMAZON.COM INC COM    
AMERICAN TOWER CORPORATION    
AMETEK INC NEW COM    
APPLE INC COM    
BERRY GLOBAL GROUP INC    
BOOKING HLDGS INC COM    
CDW CORP COM    
CME GROUP INC COM    
CHURCH & DWIGHT INC COM    
COMCAST CORP CL A    
CONSTELLATION BRANDS INC CL A    
COSTCO WHSL CORP NEW COM    
DIAMONDBACK ENERGY INC COM    
ENERSYS COM    
EDWARDS LIFESCIENCES CORP COM    
EXXON MOBIL CORP COM    
FMC CORP COM NEW    
FIRST AMERN FINL CORP COM    
FIRST INDL RLTY TR INC COM    
HUMANA INC COM    
JPMORGAN CHASE & CO COM    
LAMB WESTON HLDGS INC COM    
LILLY ELI & CO COM    
MASTEC INC COM    
MASTERCARD INC CL A    
MICROSOFT CORP COM    
MICROCHIP TECHNOLOGY INC COM    
NEXTERA ENERGY INC COM    
NIKE INC CL B    
O REILLY AUTOMOTIVE INC NEW CO    
PAYCOM SOFTWARE INC COM    
PHILLIPS 66 COM    
SUN CMNTYS INC COM    
THERMO FISHER CORP COM    
TIMKEN CO COM    
VERIZON COMMUNICATIONS INC COM    
WALMART INC.    
WASTE MANAGEMENT INC COM    
WELLS FARGO & CO NEW COM    
ZOETIS INC CL A    
CONOCOPHILLIPS COM    
CULLEN FROST BANKERS INC COM    
MERCK & CO INC NEW COM    
TARGET CORP COM    
LINDE PLC COM    
CSX CORP COM    
EQUITABLE HLDGS INC COM    
MORGAN STANLEY COM NEW    
NVIDIA CORP COM    
POOL CORPORATION COM    
BRISTOL MYERS SQUIBB CO COM    
COCA COLA CO COM    
CULLEN FROST BANKERS INC COM    
QUALCOMM INC COM    
REALTY INCOME CORP COM    
ABBOTT LABORATORIES COM    
AMERICAN WTR WKS CO INC NEW CO    
BROWN & BROWN INC COM    
CINTAS CORP COM    
META PLATFORM, INC    
GENTEX CORP COM    
HOME DEPOT INC COM    
PNC FINL SVCS GROUP INC COM    
PURECYCLE TECHNOLOGIES INC COM    
QUALCOMM INC COM    
AMBARELLA INC SHS    
ICON PLC SHS    
AMN HEALTHCARE SERVICES INC CO    
ATLANTIC UN BANKSHARES CORP CO    
BALCHEM CORP COM    
BLACKBAUD INC COM    
BROADRIDGE FINL SOLUTIONS INC    
BURLINGTON STORES INC COM    
CACI INTL INC CL A    
CARLISLE COS INC COM    
CASEYS GEN STORES INC COM    
DORMAN PRODUCTS INC COM    
EXLSERVICE HOLDINGS INC COM    
FORTUNE BRANDS HOME & SEC INC    
FRANKLIN ELEC INC CO    
ICF INTL INC COM    
IDACORP INC COM    
JONES LANG LASALLE INC COM    
LGI HOMES INC COM    
LAMAR ADVERTISING CO NEW CL A    
LITTLEFUSE INC COM    
MKS INSTRUMENT INC COM    
MARKEL CORP COM    
MOELIS & CO CL A    
CNX RES CORP COM    
NEXTSTAR MEDIA GROUP, INC    
OLLIES BARGAIN OUTLT HLDGS INC    
OMNICELL INC COM    
PACIRA BIOSCIENCES COM    
QUALYS INC COM    
QUANTA SVCS INC COM    
RPM INTL INC COM    
ROBERT HALF INTL INC COM    
SELECTIVE INS GROUP INC COM    
SOUTHSTATE CORP    
STIFEL FINL CORP COM    
TETRA TECH INC NEW COM    
UMB FINL CORP COM    
AGREE REALTY CORP COM    
DIODES INC COM    
MARATHON OIL CORP COM    
MOLINA HEALTHCARE INC COM    
POWER INTEGRATIONS INC COM    
SM ENERGY CO COM    
TRACTOR SUPPLY CO COM    
LOWES COS INC COM    
EOG RES INC COM    
ECOLAB INC COM    
PROCTER & GAMBLE CO COM    
STATE STR CORP COM    
BROWN & BROWN INC COM    
EOG RES INC COM    
ENTEGRIS INC COM    
FISERV INC COM    
LANTHEUS HLDGS INC COM    
MOODYS CORP COM    
PERFICIENT INC COM    
ENOVIS CORPORATION COM    
ABBOTT LABORATORIES COM    
AMGEN INC COM    
AMPHENOL CORP CL A    
ENPRO INC    
MONDELEZ INTL INC CL A    
JAZZ PHARMACEUTICALS PLC SHS U    
INMODE LTD SHS    
GENTEX CORP COM    
NAPCO SECURITY TECHNOLOGIES IN    
RTX CORPORATION COM    
UPBOUND GROUP INC COM    
STARBUCKS CORP COM    
UNITEDHEALTH GROUP INC COM    
ONTO INNOVATION INC COM    
OSHKOSH CORPORATION    
REVVITY INC COM    
ROBERT HALF INC    
WYNDHAM HOTELS & RESORTS INC C    
DOLLAR GEN CORP NEW COM    

TY 2024 InvestmentsGovtObligationsSch
Name:
WEBSTER FAMILY FOUNDATION
EIN:
47-0812689
US Government Securities - End of Year Book Value:

 
US Government Securities - End of Year Fair Market Value:

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


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


 


TY 2024 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      
SEE ATTACHED STATEMENTS AT COST 5,838,240 7,130,106

TY 2024 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
JPMORGAN HEDGED EQUITY FUND - 350,000 0 0
ABSOLUTE CONVERTIBLE ARBITRAGE 100,000 0 0
J P MORGAN EXCHANGE-TRADED F E 48,175 0 0


TY 2024 OtherDecreasesSchedule
Name:
WEBSTER FAMILY FOUNDATION
EIN:
47-0812689
Description Amount
PURCHASED ACCRUED INTEREST 2,695
WASH SALE ADJUSTMENT 159
TAX COST TO FMV OF DONATED ASSET 10/16 450,097


TY 2024 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 26 26   0


TY 2024 OtherIncomeSchedule2
Name:
WEBSTER FAMILY FOUNDATION
EIN:
47-0812689
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECTION 897 CAPITAL GAIN 157 157  


TY 2024 OtherIncreasesSchedule
Name:
WEBSTER FAMILY FOUNDATION
EIN:
47-0812689
Description Amount
MUTUAL FUND TIMING DIFFERENCE 1,103
ROC ADJUSTMENTS 817


TY 2024 OtherProfessionalFeesSchedule
Name:
WEBSTER FAMILY FOUNDATION
EIN:
47-0812689
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 35,198 35,198    


TY 2024 TaxesSchedule
Name:
WEBSTER FAMILY FOUNDATION
EIN:
47-0812689
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 4,314 0   0
FEDERAL ESTIMATES - PRINCIPAL 3,706 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,378 1,378   0
FOREIGN TAXES ON NONQUALIFIED 164 164   0