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
CLIFTON B & ANNE S BATCHELDER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)409 SOUTH 17TH STREET SUITE 500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OMAHA, NE68102
A Employer identification number

20-1162883
B Telephone number (see instructions)

(402) 393-1850
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$4,755,266J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 109,993 109,993  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 191,253
b Gross sales price for all assets on line 6a 789,425
7 Capital gain net income (from Part IV, line 2)... 191,253
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 Total. Add lines 1 through 11........ 301,246 301,246  
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)......... Click to see attachment
List of Attached Documents:
// Content
3,795 0 0 3,795
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
56,476 56,476   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,670 1,845   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
17 17    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 66,208 58,338 0 5,045
25 Contributions, gifts, grants paid....... 271,700 271,700
26 Total expenses and disbursements. Add lines 24 and 25 337,908 58,338 0 276,745
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -36,662
b Net investment income (if negative, enter -0-) 242,908
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......... 86,821 83,706 83,706
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) 705,554    
b Investments—corporate stock (attach schedule)....... 1,807,968    
c Investments—corporate bonds (attach schedule)....... 910,946    
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).......... 319,059 Click to see attachment
List of Attached Documents:
// Content
3,710,839 		4,671,560
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,830,348 3,794,545 4,755,266
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........ 3,830,348 3,794,545
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)..... 3,830,348 3,794,545
30 Total liabilities and net assets/fund balances (see instructions). 3,830,348 3,794,545
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
3,830,348
2
Enter amount from Part I, line 27a .....................
2
-36,662
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,263
4
Add lines 1, 2, and 3 ..........................
4
3,794,949
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
404
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,794,545
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 172.211 INVESCO DISCOVERY MID CAP GROWTH FUND CLASS R6 #7040   2022-01-20 2024-02-05
b 250.729 INVESCO DISCOVERY MID CAP GROWTH FUND CLASS R6 #7040   2022-01-20 2024-09-26
c 92.942 INVESCO DEVELOPING MARKETS FUND CLASS R6   2018-01-25 2024-02-05
d 385.246 INVESCO DEVELOPING MARKETS FUND CLASS R6   2020-01-21 2024-07-01
e 1643.685 INVESCO DEVELOPING MARKETS FUND CLASS R6   2018-09-07 2024-09-26
15. ABBOTT LABS COM   2023-06-22 2024-02-05
4. ADVANCED MICRO DEVICES INC   2023-11-13 2024-02-05
4. AIR PRODS & CHEMS INC   2022-03-17 2024-02-05
25. ALPHABET INC CAP STK CL A   2016-03-31 2024-02-05
19. AMAZON COM INC   2021-08-30 2024-02-05
25. APPLE COMPUTER INCORPORATED   2013-04-10 2024-02-05
3. BLACKROCK INC COM   2022-05-06 2024-02-05
7. BROADRIDGE FINL SOLUTIONS INC COM   2022-01-26 2024-02-05
320.21 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/202   2022-06-08 2024-01-14
348.89 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/202   2022-06-08 2024-02-14
301.66 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/202   2022-06-08 2024-03-14
415.57 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/202   2022-06-08 2024-04-14
240.71 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/202   2022-06-08 2024-05-14
285.38 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/202   2022-06-08 2024-06-14
297.61 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/202   2022-06-08 2024-07-14
249.03 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/202   2022-06-08 2024-08-14
281.44 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/202   2022-06-08 2024-09-16
207.67 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/202   2022-06-08 2024-10-15
298.76 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/202   2022-06-08 2024-11-14
255.82 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/202   2022-06-08 2024-12-14
8. CHEVRONTEXACO CORP   2004-02-03 2024-02-05
43. COMCAST CORP CL A   2023-01-06 2024-02-05
10. CONOCOPHILLIPS COM   2020-03-03 2024-02-05
2. COSTCO WHSL CORP NEW   2016-11-15 2024-02-05
6. COSTCO WHSL CORP NEW   2016-11-15 2024-05-10
3. COSTCO WHSL CORP NEW   2016-11-15 2024-06-21
6. CULLEN/FROST BANKERS INC COM   2023-11-03 2024-02-05
11. THE WALT DISNEY CO COM   2020-03-03 2024-02-05
9. DOLLAR GEN CORP NEW COM   2023-06-22 2024-02-05
61. DOLLAR GEN CORP NEW COM   2024-09-25 2024-12-03
119. DOLLAR GEN CORP NEW COM   2023-11-13 2024-12-03
8. EOG RES INC   2024-01-23 2024-02-05
6. ECOLAB INC   2022-07-21 2024-02-05
10. ECOLAB INC   2022-07-21 2024-06-21
10. ELECTRONIC ARTS   2022-02-01 2024-02-05
21. ELECTRONIC ARTS   2022-02-01 2024-02-09
114. ELECTRONIC ARTS   2023-05-18 2024-10-28
2. META PLATFORM, INC.   2017-04-07 2024-02-05
138. GLOBAL PMTS INC COM   2016-12-14 2024-01-23
120.89 GOLDMAN SACHS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FUND   2021-12-16 2024-02-05
16. INTERCONTINENTAL EXCHANGE, INC. COM   2022-07-07 2024-02-05
52. INTERCONTINENTAL EXCHANGE, INC. COM   2022-07-07 2024-09-17
14. J P MORGAN CHASE & CO   2022-08-19 2024-02-05
21. J P MORGAN CHASE & CO   2022-08-19 2024-06-21
3. J P MORGAN CHASE & CO   2022-08-19 2024-08-13
24. J P MORGAN CHASE & CO   2011-09-22 2024-08-13
19. J P MORGAN CHASE & CO   2011-09-22 2024-10-28
272.193 JPMORGAN HEDGED EQUITY FUND SERIES 1 - R6   2020-01-28 2024-02-02
91.874 JPMORGAN HEDGED EQUITY FUND SERIES 1 - R6   2020-01-28 2024-09-26
9. JOHNSON & JOHNSON COM   2021-07-27 2024-02-05
8. JONES LANG LASALLE INC COM   2020-09-14 2024-02-05
17. JONES LANG LASALLE INC COM   2023-05-18 2024-09-25
8. KEYSIGHT TECHNOLOGIES INC COM   2023-06-22 2024-02-05
751.239 LAZARD INTERNATIONAL EQUITY INST #632   2016-09-15 2024-02-05
1285.966 LAZARD INTERNATIONAL EQUITY INST #632   2016-09-15 2024-07-01
6482.583 LAZARD INTERNATIONAL EQUITY INST #632   2023-05-30 2024-09-26
5. LITTELFUSE INC COM   2023-08-24 2024-02-05
7. LOWES COS INC   2022-03-10 2024-02-05
140.726 MFS MID-CAP VALUE FUND CLASS R6 #4837   2023-01-26 2024-09-26
124.932 MFS GLOBAL REAL ESTATE FUND R6 #4826   2021-01-19 2024-09-26
14. MKS INSTRUMENT INC COM   2021-07-29 2024-02-05
34. MKS INSTRUMENT INC COM   2021-07-29 2024-05-10
138.828 MANNING & NAPIER RAINIER INTERNATIONAL DISCOVERY SERIES CL Z   2018-09-07 2024-02-05
255.08 MANNING & NAPIER RAINIER INTERNATIONAL DISCOVERY SERIES CL Z   2018-09-07 2024-07-01
1354.209 MANNING & NAPIER RAINIER INTERNATIONAL DISCOVERY SERIES CL Z   2019-01-23 2024-09-26
2. MARKEL GROUP INC   2021-05-27 2024-02-05
4. MARKEL GROUP INC   2022-01-26 2024-03-07
6. MERCK & CO INC NEW COM   2020-06-25 2024-02-05
10000. METROPOLITAN LIFE GLOBAL FDG I MEDIUM TERM NTS BOOK ENTRY 144A   2019-01-08 2024-01-11
15. MICROSOFT CORP   2011-09-22 2024-02-05
21. MICROCHIP TECHNOLOGY INC   2015-02-19 2024-02-05
14. MONDELEZ INTL INC CL A   2023-12-08 2024-02-05
18. NEXTERA ENERGY INC COM   2015-10-05 2024-02-05
25000. ORACLE CORP SR NT 3.40% DTD 07/08/2014 DUE 07/08/2024   2014-09-03 2024-07-08
10. PTC INC COM   2021-10-05 2024-02-05
7. PEPSICO INC COM   2011-09-22 2024-02-05
13. PERKINELMER INC   2022-08-18 2024-02-05
53. PERKINELMER INC   2022-08-18 2024-09-17
7. QUANTA SERVICES INC COM   2017-12-13 2024-02-05
14. QUANTA SERVICES INC COM   2017-12-13 2024-06-21
10000. RECKITT BENCKISER TREAS SVCS SR 144A NT 3.00% DTD 06/26/2017 DU   2019-03-28 2024-10-24
13. ROBERT HALF INC   2024-01-23 2024-02-05
4. ROPER TECHNOLOGIES INC COM   2021-03-23 2024-02-05
66.68 T ROWE PRICE BLUE CHIP GROWTH FUND CLASS I #429   2014-01-21 2024-01-11
309.587 T ROWE PRICE BLUE CHIP GROWTH FUND CLASS I #429   2014-01-21 2024-02-05
7. STARBUCKS CORP COMMON   2023-11-13 2024-02-05
155. STARBUCKS CORP COMMON   2023-12-08 2024-08-13
12. TJX COS INC NEW   2018-03-02 2024-02-05
36. TJX COS INC NEW   2018-03-02 2024-08-02
15000. TSMC GLOBAL LTD SR GLBL 144A 1.375% DTD 09/28/2020 DUE 09/28/20   2021-08-12 2024-11-19
1. TEXAS INSTRS INC   2022-03-17 2024-02-05
9. TEXAS INSTRS INC   2011-09-22 2024-02-05
100.481 TRIBUTARY SMALL COMPANY FUND INST PLUS #1705   2017-12-07 2024-02-05
647.727 ABSOLUTE CONVERTIBLE ARBITRAGE FUND INSTITUTIONAL CLASS   2022-01-20 2024-02-02
448.729 ABSOLUTE CONVERTIBLE ARBITRAGE FUND INSTITUTIONAL CLASS   2022-01-20 2024-09-26
5. UNITED PARCEL SERVICE INC CL B-COM   2023-12-08 2024-02-05
4. UNITEDHEALTH GROUP INC   2020-03-03 2024-02-05
8. UNITEDHEALTH GROUP INC   2023-06-22 2024-08-02
9. UNITEDHEALTH GROUP INC   2020-03-03 2024-09-17
101.24 VANGUARD GROWTH INDEX FUND - ADM #509   2024-02-05 2024-09-26
43.083 VANGUARD VALUE INDEX FUND - ADM #506   2023-01-31 2024-02-05
446.5 VERIZON COMMUNICATIONS INC 144A NT 4.78% DTD 08/21/2024 DUE 02/1   2023-11-17 2024-08-13
7. VISA INC COM CL A   2021-02-04 2024-02-05
15000. VOLKSWAGEN GROUP AMER FIN LLC SR GLBL 144A 3.35% DTD 05/13/2020   2020-10-30 2024-11-05
20000. WAL-MART STORES INC NT 3.30% DTD 04/22/2014 DUE 04/22/2024   2014-04-15 2024-04-22
11. XCEL ENERGY INC COM   2024-01-23 2024-02-05
. CLASS ACTION SETTLEMENT     2024-02-21
3. ACCENTURE PLC CLASS A ORDINARY SHARES   2014-06-20 2024-02-05
7. EATON CORP PLC SHS   2018-03-12 2024-02-05
12. EATON CORP PLC SHS   2018-03-15 2024-05-30
12. EATON CORP PLC SHS   2018-03-15 2024-06-21
21. MEDTRONIC PLC SHS   2021-11-22 2024-02-05
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,175   5,278 -103
b 8,610   7,685 925
c 3,436   4,338 -902
d 15,294   17,456 -2,162
e 69,232   64,393 4,839
1,680   1,622 58
693   466 227
879   907 -28
3,590   952 2,638
3,230   3,339 -109
4,708   389 4,319
2,349   1,897 452
1,385   1,077 308
320   320  
349   349  
302   302  
416   416  
241   241  
285   285  
298   298  
249   249  
281   281  
208   208  
299   299  
256   256  
1,225   344 881
1,932   1,631 301
1,105   481 624
1,423   302 1,121
4,700   906 3,794
2,567   452 2,115
618   589 29
1,064   1,275 -211
1,214   1,545 -331
4,826   6,202 -1,376
9,415   11,204 -1,789
880   884 -4
1,180   973 207
2,429   1,621 808
1,351   1,299 52
2,950   2,729 221
16,409   14,713 1,696
928   283 645
18,175   8,438 9,737
2,507   2,331 176
2,032   1,538 494
8,459   1,937 6,522
2,444   1,661 783
4,115   2,492 1,623
620   356 264
4,963   695 4,268
4,261   550 3,711
7,934   5,852 2,082
3,002   1,975 1,027
1,402   1,552 -150
1,376   843 533
4,564   2,800 1,764
1,233   1,278 -45
11,982   12,658 -676
21,926   21,669 257
120,900   107,695 13,205
1,187   1,313 -126
1,522   1,564 -42
5,037   4,216 821
2,294   2,054 240
1,534   2,165 -631
4,411   5,257 -846
3,147   3,029 118
6,038   5,566 472
33,801   26,826 6,975
2,844   2,441 403
6,000   4,837 1,163
759   438 321
10,000   9,992 8
6,070   373 5,697
1,801   508 1,293
1,057   998 59
1,015   450 565
25,000   25,000  
1,767   1,193 574
1,197   424 773
1,351   1,969 -618
6,509   7,768 -1,259
1,420   269 1,151
3,799   539 3,260
9,605   9,899 -294
1,032   1,065 -33
2,179   1,621 558
10,139   4,362 5,777
50,181   20,253 29,928
647   728 -81
14,382   15,756 -1,374
1,156   501 655
4,029   1,502 2,527
12,395   14,451 -2,056
159   178 -19
1,432   234 1,198
2,874   3,034 -160
7,125   7,216 -91
5,124   4,999 125
699   782 -83
2,014   1,042 972
4,620   2,744 1,876
5,228   2,344 2,884
20,030   17,146 2,884
2,541   2,425 116
445   424 21
1,927   1,462 465
14,874   15,154 -280
20,000   19,922 78
647   650 -3
26     26
1,111   249 862
1,883   557 1,326
4,014   943 3,071
3,823   939 2,884
1,827   2,454 -627
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
      52,557
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       -103
b       925
c       -902
d       -2,162
e       4,839
      58
      227
      -28
      2,638
      -109
      4,319
      452
      308
       
       
       
       
       
       
       
       
       
       
       
       
      881
      301
      624
      1,121
      3,794
      2,115
      29
      -211
      -331
      -1,376
      -1,789
      -4
      207
      808
      52
      221
      1,696
      645
      9,737
      176
      494
      6,522
      783
      1,623
      264
      4,268
      3,711
      2,082
      1,027
      -150
      533
      1,764
      -45
      -676
      257
      13,205
      -126
      -42
      821
      240
      -631
      -846
      118
      472
      6,975
      403
      1,163
      321
      8
      5,697
      1,293
      59
      565
       
      574
      773
      -618
      -1,259
      1,151
      3,260
      -294
      -33
      558
      5,777
      29,928
      -81
      -1,374
      655
      2,527
      -2,056
      -19
      1,198
      -160
      -91
      125
      -83
      972
      1,876
      2,884
      2,884
      116
      21
      465
      -280
      78
      -3
      26
      862
      1,326
      3,071
      2,884
      -627
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 191,253
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 3,376
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 3,376
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 3,376
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,532
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 2,532
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 9 844
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) 602-8920

Located atright arrow1620 DODGE ST STOP 8125OMAHANE ZIP+4right arrow681978125
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
EDWARD BATCHELDER DIRECTOR
1 		0    
9808 FIELDCREST DR
OMAHA,NE68114
ANNE BATCHELDER PRATT DIRECTOR
1 		0    
524 SOUTH 118TH ST
OMAHA,NE68154
MARY BATCHELDER BEQUETTE DIRECTOR
1 		0    
13519 COUNTY ROAD 38
KENNARD,NE68034
LUCIA BELL DIRECTOR
1 		0    
1070 HIGH LAKE VIEW
COLORADO SPRINGS,CO809068709
JOHN K BOYER SECRETARY
1 		0    
409 S 17TH ST
OMAHA,NE68102
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
FIRST NATIONAL BANK OF OMAHA INVESTMENT MGMT 56,476
1620 DODGE ST - STOP 8145
OMAHA,NE681978145
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (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
4,705,716
b
Average of monthly cash balances.......................
1b
183,970
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,889,686
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
4,889,686
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
73,345
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,816,341
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
240,817
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
240,817
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,376
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,376
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
237,441
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
237,441
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
237,441
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
276,745
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
276,745
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 7 237,441
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...... 15,164
b From 2020...... 19,536
c From 2021...... 4,220
d From 2022...... 37,625
e From 2023...... 43,945
f Total of lines 3a through e ........ 120,490
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 276,745
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..... 237,441
e Remaining amount distributed out of corpus 39,304
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 5 159,794
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) ... 		15,164
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		144,630
10 Analysis of line 9:
a Excess from 2020.... 19,536
b Excess from 2021.... 4,220
c Excess from 2022.... 37,625
d Excess from 2023.... 43,945
e Excess from 2024.... 39,304
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

UC HEALTH MEMORIAL HOSPITAL

1400 E BOULDER ST
COLORADO SPRINGS,CO80909 		NONE PC UNRESTRICTED GIFT 10,000

THE FOLDS OF HONOR FOUNDATION

5800 N PATRIOT DRIVE
OWASSO,OK74055 		NONE PC UNRESTRICTED GIFT 2,000

HABITAT FOR HUMANITY OF OMAHA

1701 N 24TH STREET
OMAHA,NE68110 		NONE PUBLIC UNRESTRICTED GIFT 5,000

PARKINSON'S NEBRASKA

16811 BURDETTE ST STE 1
OMAHA,NE68116 		NONE PC UNRESTRICTED GIFT 8,200

OPEN DOOR MISSION

2828 N 23RD ST E
OMAHA,NE68110 		NONE PC UNRESTRICTED GIFT 5,000

VFW POST 3713

328 W COOLIDGE AVE
COOLIDGE,AZ85128 		NONE PC UNRESTRICTED GIFT 15,000

FONTENELLE FOREST

1111 BELLEVUE BLVD
OMAHA,NE68005 		NONE PC UNRESTRICTED GIFT 5,000

CENTRAL HIGH SCHOOL FOUNDATION

111 N 13TH STREET
Omaha,NE681024252 		NONE PC UNRESTRICTED GIFT 2,500

PROJECT HARMONY

11949 Q STREET
OMAHA,NE68137 		NONE PC UNRESTRICTED GIFT 7,000

FRIENDS OF PINAL COUNTY ANIMAL SHELTER

PO BOX 11145
CASA GRANDE,AZ851300147 		NONE PC UNRESTRICTED GIFT 10,000

CHILD SAVING INSTITUTE

4545 DODGE ST
OMAHA,NE68132 		NONE PC UNRESTRICTED GIFT 5,000

ANGELS AMONG US

11918 POPPLETON PLZ STE 2
OMAHA,NE68144 		NONE PC UNRESTRICTED GIFT 3,500

NEBRASKA PUBLIC MEDIA FDN

1800 N 33RD ST
LINCOLN,NE68503 		NONE PC UNRESTRICTED GIFT 5,000

THE ELIZABETH DOLE FOUNDATION

600 NEW HAMPSHIRE AVE NW STE 1020
WASHINGTON,DC20037 		NONE PC UNRESTRICTED GIFT 2,000

AMERICAN RED CROSS PHOENIX

4747 N 22ND ST 100
PHOENIX,AZ85016 		NONE PC UNRESTRICTED GIFT 5,000

INSTITUTE FOR HOLOCAUST EDUCATION

333 SOUTH 132ND STREET
OMAHA,NE68154 		NONE PC UNRESTRICTED GIFT 10,000

ABIDE

308 NORTH WIND ROAD
TOWSON,MD21204 		NONE   UNRESTRICTED GIFT 5,000

PALM SPRINGS AIR MUSEUM INC

745 N GENE AUTRY TRAIL
PALM SPRINGS,CA922625464 		NONE PC UNRESTRICTED GIFT 5,000

OMAHA PUBLIC LIBRARY FOUNDATION

215 S 15TH ST
OMAHA,NE68102 		NONE PC UNRESTRICTED GIFT 5,000

OMAHA COMMUNITY PLAYHOUSE

6915 CASS STREET
OMLAHA,NE68132 		NONE PC UNRESTRICTED GIFT 2,500

THE GREENBERG CENTER
THE CENTER OF LEARNING AND TOLERANCE
PO BOX 8153
Colorado Springs,CO80933 		NONE PC UNRESTRICTED GIFT 5,000

AMERICAN RED CROSS-HEARTLAND CHAPTER

2912 SOUTH 80TH AVENUE
OMAHA,NE68124 		NONE PC UNRESTRICTED GIFT 10,000

BROWNELL TALBOT SCHOOL

400 N HAPPY HOLLOW BLVD
OMAHA,NE68132 		NONE PC UNRESTRICTED GIFT 16,000

BOYS & GIRLS CLUBS OF THE MIDLANDS

2610 HAMILTON ST
OMAHA,NE68131 		NONE PC UNRESTRICTED GIFT 5,000

BELLEVUE UNIVERSITY

1000 GALVIN ROAD SOUTH
BELLEVUE,NE68005 		NONE PC UNRESTRICTED GIFT 15,000

DURHAM MUSEUM

801 SOUTH 10TH STREET
OMAHA,NE68108 		NONE PC UNRESTRICTED GIFT 15,000

FOOD BANK FOR THE HEARTLAND

10525 J STREET
OMAHA,NE68127 		NONE PC UNRESTRICTED GIFT 20,000

OMAHA SYMPHONY

1605 HOWARD ST
OMAHA,NE681022705 		NONE PC UNRESTRICTED GIFT 2,500

SIENNA FRANCES HOUSE

1702 NICHOLAS ST
OMAHA,NE68101 		NONE PC UNRESTRICTED GIFT 10,000

PHOENIX CHILDREN'S HOSPITAL

1919 EAST THOMAS ROAD
PHOENIX,AZ85016 		NONE PC UNRESTRICTED GIFT 7,500

SAVING GRACE PERISHABLE FOOD RESCUE

4611 S 96TH STREET 112
OMAHA,NE68127 		NONE PC UNRESTRICTED GIFT 10,000

MIDDLEBURY COLLEGE

700 EXCHANGE STREET
MIDDLEBURY,VT05753 		NONE PC UNRESTRICTED GIFT 20,000

UNIVERSITY OF MINNESOTA FOUNDATION

200 OAK ST SE SUITE 500
MINNEAPOLIS,MN554552010 		NONE PC UNRESTRICTED GIFT 18,000
Total .................................right arrow 3a 271,700
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 ....     14 109,993  
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 ............ 		    18 191,253  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   301,246  
13Total. Add line 12, columns (b), (d), and (e)..................
13
301,246
(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

TY 2024 AccountingFeesSchedule
Name:
CLIFTON B & ANNE S BATCHELDER FOUNDATION
EIN:
20-1162883
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:
CLIFTON B & ANNE S BATCHELDER FOUNDATION
EIN:
20-1162883
Name of Bond End of Year Book Value End of Year Fair Market Value
HELIOS LEASING I LLC SECD NT 2    
METROPOLITAN LIFE GLOBAL 144A    
MORGAN STANLEY SR 3.75% 02/25/    
ORACLE CORP SR NT 3.40% 07/0    
BANK AMER CORP FLTG RATE 04/23    
CME GROUP INC SR GLBL 3.00% 0    
CITIGROUP INC SR VAR RATE 01/1    
COMCAST CORP NEW 3.30% 02/01/    
HELIOS LEASING II LLC 2.668%    
SCHWAB CHARLES CORP NEW 3.85%    
TTX CO FR 3.60% 01/15/2025 CA    
WELLS FARGO & CO NEW 3.00% 04/    
AMERICAN TOWER TR CL 2A 3.07%    
US BANCORP DEL PERP VAR RATE 1    
BMW FINANCE NV SR 144A 2.85%    
RECKITT BENCKISER TREAS SVCS S    
APPLIED MATLS INC SR GLBL NT 1    
DOLLAR GEN CORP NEW SR NT 3.25    
KEYCORP MEDIUM TERM NTS FR 2.2    
MCDONALDS CORP MED TERM NT FR    
NVIDIA CORP SR NT 2.85% 04/01/    
WASTE MGMT INC DEL SR NT 1.50%    
XILINX INC SR GLBL NT 2.375% 0    
AGILENT TECHNOLOGIES INC SR GL    
HUNTINGTON INGALLS INDS INC SR    
INTERCONTINENTAL EXCHANGE INC    
QUALCOMM INC SR GLBL NT 2.15%    
TSME GLBL LTD SR GLBL 144A 1.3    
VOLKSWAGEN GRP AMER FIN LLC SR    
CB RICHARD ELLISSVCS INC SR NT    
DISNEY WALT CO SR NT 2.65% 1-1    
HARMON INTL INDS INC SR NT 4.1    
WALMART STORES INC NT 3.3% 4-2    
CCG REC TR SER 2022 1 CL A 2 3    
META PLATFORMS INC GLBL NT 3.8    
WHIRLPOOL CORP SERA MTN SR GLB    
AT&T INC SR GLBL 4.30% 02/15/2    
EBAY INC SR GLBL 3.60% 06/05/2    
GOLDMAN SACHS GROUP INC FLTG R    
MORGAN STANLEY SR I VAR RATE 0    
MOSAIC CO NEW SR NT 5.45% 11/1    
TARGET CORP SR GLBL 2.50% 04/1    
VERIZON COMMUNICATIONS INC SR    
TRUIST FINL CORP FR    
DOLLAR GEN CORP SR GLBL    
ENERGY TRANSFER L P SR GLBL NT    
GOLDMAN SACHS GROUP INC    
JPMORGAN CHASE & CO GLBL NT    
VERIZON COMMUNICATIONS INC 144    

TY 2024 InvestmentsCorpStockSchedule
Name:
CLIFTON B & ANNE S BATCHELDER FOUNDATION
EIN:
20-1162883
Name of Stock End of Year Book Value End of Year Fair Market Value
TRIBUTARY SMALL COMPANY FUND I    
MFS MID-CAP VALUE FUND CLASS R    
T ROWE PRICE BLUE CHIP GROWTH    
LAZARD INTERNATIONAL EQUITY IN    
MFS GLOBAL REAL ESTATE FUND R5    
MANNING & NAPIER RAINIER INTL    
BOOKING HLDGS INC COM    
DOLLAR GEN CORP NEW COM    
O REILLY AUTOMOTIVE INC NEW CO    
TJX COS INC NEW COM    
COSTCO WHSL CORP NEW COM    
NESTLE S A SPONSORED ADR REPST    
PEPSICO INC COM    
CHEVRON CORP NEW COM    
EOG RES INC COM    
BLACKROCK INC COM    
INTERCONTINENTAL EXCHANGE, INC    
JPMORGAN CHASE & CO COM    
MARKEL CORP COM    
US BANCORP DEL COM NEW    
MEDTRONIC PLC SHS    
JOHNSON & JOHNSON COM    
LABORATORY CORP AMER HLDGS COM    
PERKINELMER INC COM    
REGENERON PHARMACEUTICALS COM    
EATON CORP PLC SHS    
QUANTA SVCS INC COM    
UNITED PARCEL SVC INC CL B    
ACCENTURE PLC CLASS A ORDINARY    
APPLE INC COM    
BROADRIDGE FINL SOLUTIONS INC    
GLOBAL PMTS INC COM    
MICROSOFT CORP COM    
MICROCHIP TECHNOLOGY INC COM    
TEXAS INSTRUMENTS INC COM    
AIR PRODS & CHEMS INC COM    
JONES LANG LASALLE INC COM    
ALPHABET INC CAP STK CL A    
COMCAST CORP CL A    
NEXTERA ENERGY INC COM    
XCEL ENERGY INC COM    
AMAZON.COM INC COM    
COCA COLA CO COM    
CONOCOPHILLIPS COM    
DISNEY WALT CO COM    
MERCK & CO INC NEW COM    
RAYTHEON TECHNOLOGIES CORP COM    
ROPER TECHNOLOGIES, INC.    
UNITEDHEALTH GROUP INC COM    
VISA INC COM CL A    
META PLATFORM INC    
MKS INSTRUMENT INC COM    
PTC INC COM    
GOLDMAN SACHS GQG PTRS INTL OP    
INVESCO DISCOVERY MID CAP GROW    
INVESCO DEVELOPING MARKETS FUN    
BRISTOL MYERS SQUIBB CO COM    
ECOLAB INC COM    
ELECTRONIC ARTS INC COM    
LOWES COS INC COM    
REALTY INCOME CORP COM    
STATE STR CORP COM    
VANGUARD VALUE INDEX FUND - AD    
ABBOTT LABORATORIES COM    
ADVANCED MICRO DEVICES INC COM    
CULLEN FROST BANKERS INC COM    
KEYSIGHT TECHNOLOGIES INC COM    
LITTLEFUSE INC COM    
MONDELEZ INTL INC CL A    
REVVITY INC COM    
ROBERT HALF INC    
STARBUCKS CORP COM    
GQG PARTNERS EMERGING MARKETS    
VANGUARD GROWTH INDEX FUND - A    
ZOETIS INC CL A    
NASDAQ INC COM    
BAXTER INTL INC COM    
ADOBE INC.    

TY 2024 InvestmentsGovtObligationsSch
Name:
CLIFTON B & ANNE S BATCHELDER FOUNDATION
EIN:
20-1162883
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:
CLIFTON B & ANNE S BATCHELDER FOUNDATION
EIN:
20-1162883
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
JPMORGAN HEDGED EQUITY FUND -      
ALPS CORE COMMODITY MGT COMPLE      
ABSOLUTE CONVERTIBLE ARBITRAGE      
J P MORGAN EXCHANGE-TRADED F E      
DIMENSIONAL ETF TRUST INTL COR      
SEE ATTACHED STATEMENT AT COST 3,710,839 4,671,560

TY 2024 LegalFeesSchedule
Name:
CLIFTON B & ANNE S BATCHELDER FOUNDATION
EIN:
20-1162883
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 3,795     3,795


TY 2024 OtherDecreasesSchedule
Name:
CLIFTON B & ANNE S BATCHELDER FOUNDATION
EIN:
20-1162883
Description Amount
WASH SALE ADJUSTMENT 368
MUTUAL FUND TIMING DIFFERENCE 36


TY 2024 OtherExpensesSchedule
Name:
CLIFTON B & ANNE S BATCHELDER FOUNDATION
EIN:
20-1162883
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 17 17   0


TY 2024 OtherIncreasesSchedule
Name:
CLIFTON B & ANNE S BATCHELDER FOUNDATION
EIN:
20-1162883
Description Amount
PURCHASED ACCRUED INTEREST 1,263


TY 2024 OtherProfessionalFeesSchedule
Name:
CLIFTON B & ANNE S BATCHELDER FOUNDATION
EIN:
20-1162883
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 56,476 56,476    


TY 2024 TaxesSchedule
Name:
CLIFTON B & ANNE S BATCHELDER FOUNDATION
EIN:
20-1162883
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 293 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,532 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,648 1,648   0
FOREIGN TAXES ON NONQUALIFIED 197 197   0