Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE FRED AND SALLY BEKINS FOUNDATION
C/O SANDY VON RIESEN
Number and street (or P.O. box number if mail is not delivered to street address) 312 NORTH 96TH STREET
  Room/suite
City or town
OMAHA
State or province
NE
Country  
ZIP or foreign postal code
68114
A Employer identification number

47-0751383
B Telephone number (see instructions)

4023990999
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$8,921,779J 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) 334,755
2 Check .................
3 Interest on savings and temporary cash investments 159 159  
4 Dividends and interest from securities... 151,364 151,364  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
268
b Gross sales price for all assets on line 6a 105,124
7 Capital gain net income (from Part IV, line 2)... 209
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 486,546 151,732  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,042 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,040 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
82 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,164 0   0
25 Contributions, gifts, grants paid....... 386,600 386,600
26 Total expenses and disbursements. Add lines 24 and 25 ................ 391,764 0   386,600
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 94,782
b Net investment income (if negative, enter -0-) 151,732
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 459,143 484,362 484,362
3 Accounts receivable 490
Less: allowance for doubtful accounts   410 490  
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 58    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,814,804 Click to see attachment
List of Attached Documents:
// Content
3,884,414 		8,437,417
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,274,415 4,369,266 8,921,779
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 ) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
69
23 Total liabilities (add lines 17 through 22)......... 0 69
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,274,415 4,369,197
29 Total net assets or fund balances (see instructions)..... 4,274,415 4,369,197
30 Total liabilities and net assets/fund balances (see instructions). 4,274,415 4,369,266
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,274,415
2
Enter amount from Part I, line 27a .....................
2
94,782
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,369,197
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,369,197
Form 990-PF (2025)
Form 990-PF (2025)
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 ARCHER DANIELS MIDLD P 2021-05-04 2025-10-23
b CHEVRON CORP P 2016-09-23 2025-07-30
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 99,406   104,821 -5,415
b 116   35 81
c 5,543     5,543
d
e
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       -5,415
b       81
c       5,543
d
e
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 2 209
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 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 2,109
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 2,109
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 2,109
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,040
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,040
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....... 9 69
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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)
NE
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 2025 or the taxable year beginning in 2025? 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 addressNO WEBSITE-COPY OF TAX RETURN AVAIL UPON REQUEST
14
The books are in care ofTOM VON RIESEN Telephone no. (402) 399-0999

Located at312 NORTH 96TH STREETOMAHANE ZIP+468114
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
SALLY G BEKINS DIRECTOR
2.00 		0 0 0
1221 S 113TH PLAZA
OMAHA,NE68144
CYNTHIA BEKINS ANDERSON DIRECTOR
2.00 		0 0 0
9429 WESTCHESTER LANE
OMAHA,NE68114
SANDRA BEKINS VON REISEN DIRECTOR
2.00 		0 0 0
312 NORTH 96TH STREET
OMAHA,NE68114
JOHN BEKINS DIRECTOR
2.00 		0 0 0
59 GINGER COVE RD
VALLEY,NE68064
LAUREN T GILMORE DIRECTOR
2.00 		0 0 0
10050 GROVER ST
OMAHA,NE68124
JULIA T RASELL DIRECTOR
2.00 		0 0 0
1301 S 36TH ST
OMAHA,NE68105
HALEY N BEKINS DIRECTOR
2.00 		0 0 0
17805 JOSEPHINE ST
OMAHA,NE69136
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
8,019,823
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
8,019,823
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
8,019,823
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
120,297
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,899,526
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
394,976
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
394,976
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,109
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,109
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
392,867
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
392,867
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
392,867
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, line 26, column (d) ..........
1a
386,600
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
386,600
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 392,867
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022...... 14,012
d From 2023......  
e From 2024...... 2,285
f Total of lines 3a through e ........ 16,297
4Qualifying distributions for 2025 from Part
XI, line 4: $ 386,600
a Applied to 2024, 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 2025 distributable amount..... 386,600
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 6,267 6,267
(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 10,030
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		10,030
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 .... 7,745
c Excess from 2023 ....  
d Excess from 2024 .... 2,285
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE FRED AND SALLY BEKINS FOUNDATIO
312 NORTH 96TH STREET
OMAHA,NE68114
(402) 399-0999
bThe form in which applications should be submitted and information and materials they should include:
LETTER OR VERBAL REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2025)
Form 990-PF (2025)
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

AK-SAR-BEN SCHOLARSHIP FOUNDATION

7107 MERCY RD SUITE 320
OMAHA,NE68106 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

BIG BROTHERS BIG SISTERS

10831 OLD MILL ROAD SUITE 400
OMAHA,NE68154 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

BOYS & GIRLS CLUB

2610 HAMILTON STREET
OMAHA,NE68131 		NONE   UNSOLICATED REQUEST FOR FUNDS 10,000

BROWNELL TALBOT FUND

400 N HAPPY HOLLOW BLVD
OMAHA,NE68132 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

CENTRAL HIGH SCHOOL FOUNDATION

1111 N 13TH ST SUITE 318
OMAHA,NE681024252 		NONE   UNSOLICATED REQUEST FOR FUNDS 500

CHILDREN'S NEBRASKA HOSPITAL & MEDICAL CENTER FOUNDATION

8404 INDIAN HILLS DR SUITE 650
OMAHA,NE681144049 		NONE   UNSOLICATED REQUEST FOR FUNDS 5,000

DREAMWEAVER FOUNDATION

14600 BRANCH ST SUITE 113
OMAHA,NE68154 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

DURHAM MUSEUM

801 S 101ST ST
OMAHA,NE68108 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

FONTENELL FOREST

1111 BELLEVUE BOULEVARD NORTH
BELLEVUE,NE68005 		NONE   UNSOLICATED REQUEST FOR FUNDS 1,000

FOODBANK FOR THE HEARTLAND

10525 J STREET
OMAHA,NE681271021 		NONE   UNSOLICATED REQUEST FOR FUNDS 10,000

GIRLS INCORPORATED OF OMAHA

2811 NORTH 45TH STREET
OMAHA,NE68104 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

HABITAT FOR HUMANITY

1701 N 24TH ST
OMAHA,NE68110 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

HEARTLAND FAMILY SERVICE

2101 S 42ND ST
OMAHA,NE68105 		NONE   UNSOLICATED REQUEST FOR FUNDS 1,000

HEARTLAND HOPE MISSION

2021 U ST
OMAHA,NE68107 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,500

HENRY DOORLY ZOO

3701 SOUTH 10TH STREET
OMAHA,NE68107 		NONE   UNSOLICATED REQUEST FOR FUNDS 40,500

HOSPICE HOUSE

7415 CEDAR STREET
OMAHA,NE681242367 		NONE   UNSOLICATED REQUEST FOR FUNDS 3,000

JOSLYN ART MUSEUM

2200 DODGE STREET
OMAHA,NE681021292 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

LAURITZEN GARDENS

100 BANCROFT ST
OMAHA,NE68108 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

MADONNA ABILITY ALLIANCE

6402 NORTH 71ST PLAZA
OMAHA,NE68104 		NONE   UNSOLICATED REQUEST FOR FUNDS 1,000

MAKE A WISH FOUNDATION

11836 ARBOR ST
OMAHA,NE68144 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

MARIAN HIGH SCHOOL FOUNDATION

7400 MILITARY AVE
OMAHA,NE68134 		NONE   UNSOLICATED REQUEST FOR FUNDS 4,500

METHODIST HOSPITAL FOUNDATION

8701 W DODGE RD STE 450
OMAHA,NE68114 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,100

NEBRASKA CHILDREN'S HOME SOCIETY

4939 S 118TH STREET
OMAHA,NE68137 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

NEBRASKA HUMANE SOCIETY

8929 FORT STREET
OMAHA,NE68134 		NONE   UNSOLICATED REQUEST FOR FUNDS 5,000

NORTHSTAR FOUNDATION

4242 N 49TH AVE
OMAHA,NE68104 		NONE   UNSOLICATED REQUEST FOR FUNDS 10,000

OMAHA COMMUNITY PLAYHOUSE

6915 CASS STREET
OMAHA,NE68132 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

OMAHA EQUESTRIAN FOUNDATION

1004 FARNAM ST SUITE 100
OMAHA,NE68102 		NONE   UNSOLICATED REQUEST FOR FUNDS 1,000

OMAHA HOME FOR BOYS

4343 N 52ND ST
OMAHA,NE68104 		NONE   UNSOLICATED REQUEST FOR FUNDS 5,000

OMAHA PERFORMING ARTS

1200 DOUGLAS STREET
OMAHA,NE68102 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

OMAHA PUBLIC LIBRARY FOUNDATION

8790 F STREETM SUITE 108
OMAHA,NE68127 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

OMAHA SYMPHONY

1905 HARNEY ST SUITE 400
OMAHA,NE68102 		NONE   UNSOLICATED REQUEST FOR FUNDS 1,500

OPEN DOOR MISSION

2828 NORTH 23RD STREET EAST
OMAHA,NE681080340 		NONE   UNSOLICATED REQUEST FOR FUNDS 3,000

OPERA OMAHA

1850 FARNAM STREET
OMAHA,NE68102 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

PROSPECT HILL CEMETERY

3202 PARKER ST
OMAHA,NE68111 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

RONALD MCDONALD HOUSE CHARITIES

620 S 38TH AV
OMAHA,NE681051104 		NONE   UNSOLICATED REQUEST FOR FUNDS 1,000

SALVATION ARMY OMAHA CITY COMMAND

10755 BURT ST
OMAHA,NE68114 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

SAVINGS GRACE PERISHABLE FOOD RESCUE

4611 S 96TH ST SUITE 154
OMAHA,NE68127 		NONE   UNSOLICATED REQUEST FOR FUNDS 10,000

SIENAFRANCIS HOUSE HOMELESS SHELTER

1702 NICHOLAS STREET
OMAHA,NE68101 		NONE   UNSOLICATED REQUEST FOR FUNDS 3,000

SPECIAL OLYMPICS NEBRASKA

9427 F STREET
OMAHA,NE68127 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

UNIVERSITY OF NEBRASKA FOUNDATION

2285 S 67TH ST SUITE 200
LINCOLN,NE68106 		NONE   UNSOLICATED REQUEST FOR FUNDS 70,000

VISITING NURSE ASSOCIATION

12565 CENTER ROAD SUITE 100
OMAHA,NE68144 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

VOICES FOR CHILDREN IN NEBRASKA

7521 MAIN ST
OMAHA,NE68127 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

WESTSIDE COMMUNITY SCHOOL FOUNDATION

909 SOUTH 76TH STREET
OMAHA,NE68114 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

ACCESS PERIOD

1402 JONES ST SUITE 101
OMAHA,NE68102 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

AT EASE USA

10605 BURT CIRCLE
OMAHA,NE68114 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

BELLEVUE LITTLE THEATER

203 W MISSION AVE
BELLEVUE,NE68005 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

GILLWELL FOUNDATION

12401 WEST MAPLE ROAD
OMAHA,NE68164 		NONE   UNSOLICATED REQUEST FOR FUNDS 130,000

JEANETTE HUNT BLAIR ANIMAL SHELTER

147 S 4TH STREET
BLAIR,NE68082 		NONE   UNSOLICATED REQUEST FOR FUNDS 1,500

KEEP OMAHA BEAUTIFUL INC

1819 FARNAM ST SUITE 306
OMAHA,NE68183 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

MUDDY PAWS SECOND CHANCE RESCUE

527 DELONG AVE
COUNCIL BLUFFS,IA51503 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,500

NEBRASKA WILDLIFE REHAB INC

9777 M ST
OMAHA,NE68127 		NONE   UNSOLICATED REQUEST FOR FUNDS 2,000

SCOUTING AMERICA MID AMERICA COUNCIL

12401 WEST MAPLE ROAD
OMAHA,NE68164 		NONE   UNSOLICATED REQUEST FOR FUNDS 5,000

SHELTERING TREE

PO BOX 4990
OMAHA,NE68104 		NONE   UNSOLICATED REQUEST FOR FUNDS 5,000
Total ................................. 3a 386,600
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		    14 159  
4 Dividends and interest from securities ....     14 151,364  
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 ............ 		    18 268  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 151,791 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
151,791
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
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

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE FRED AND SALLY BEKINS FOUNDATION
C/O SANDY VON RIESEN
Employer identification number

47-0751383
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 ......... $  
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. 2025) Page 2
Name of organization
THE FRED AND SALLY BEKINS FOUNDATION
C/O SANDY VON RIESEN 		Employer identification number
47-0751383
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
FREDERICK M BEKINS CLAT XXX-XX-XXXX
 
8401 WEST DODGE ROAD SUITE 256
 
OMAHA, NE681143451

$ 301,586


(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
THE FRED AND SALLY BEKINS FOUNDATION
C/O SANDY VON RIESEN 		Employer identification number

47-0751383
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
 
$    
(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
THE FRED AND SALLY BEKINS FOUNDATION
C/O SANDY VON RIESEN 		Employer identification number

47-0751383
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 2025 AccountingFeesSchedule
Name:
THE FRED AND SALLY BEKINS FOUNDATION
 
C/O SANDY VON RIESEN
EIN:
47-0751383
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 3,042 0   0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 GainLossSaleOtherAssetsSch
Name:
THE FRED AND SALLY BEKINS FOUNDATION
 
C/O SANDY VON RIESEN
EIN:
47-0751383
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    PURCHASED     59   COST 0 59  

TY 2025 InvestmentsCorpStockSchedule
Name:
THE FRED AND SALLY BEKINS FOUNDATION
 
C/O SANDY VON RIESEN
EIN:
47-0751383
Name of Stock End of Year Book Value End of Year Fair Market Value
ALTRIA GROUP 29,980 115,320
MERCK & CO INC 128,518 210,520
PFIZER INC DEL 75,285 67,230
CBRE CLARION GLOBAL REAL ESTATE INCOME FD 25,453 30,660
CALAMOS STRAT TOT RET RETURN FD 28,937 76,800
DIGITAL RLTY TR 100,994 201,123
ABBVIE INC SHS 71,619 228,490
CISCO SYSTEMS INC 63,465 192,575
JP MORGAN CHASE 94,649 483,330
SALESFORCE COM INC 78,736 264,910
UNION PACIFIC CORP 113,324 231,320
MEDTRONIC PLC 157,981 192,120
WELLS FARGO 145,849 279,600
PALO ALTO NETWORKS INC 57,427 552,600
GENL DYNAMICS CORP 121,944 218,829
QUALCOMM INC 114,902 273,680
LOWE'S COMPANIES 106,381 241,160
AT&T INC 130,510 136,620
BAKER HUGHES CO 142,770 227,700
OCCIDENTAL PETE CORP CAL 90,420 102,800
DUPONT DE NEMOURS 63,239 80,400
HONEYWELL INTL INC 145,762 136,563
OCCIDENTAL PETROL CORP WARRANTS EXP WTO8 27 1,544 6,011
CITIGROUP INC 226,468 466,760
DISNEY (WALT) 181,940 170,655
BROADCOM INC 173,869 1,142,130
HOME DEPOT 136,276 172,050
TEXAS INSTRUMENTS 154,564 173,490
CF INDS HLDGS INC 119,330 116,010
RTX CORP 122,277 275,100
THE MOSAIC COMPANY 209,636 144,540
GE AEROSPACE 100,538 500,549
GE DYNAMICS CORP 26,236 265,349
KRAFT HEINZ CO 148,025 97,000
CHEVRON CORP 95,825 273,271
QNITY ELECTRONICS INC 90,618 81,650
SOLSTICE ADVANCED MATERIALS INC 9,123 8,502

TY 2025 OtherExpensesSchedule
Name:
THE FRED AND SALLY BEKINS FOUNDATION
 
C/O SANDY VON RIESEN
EIN:
47-0751383
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 29 0   0
OTHER 53 0   0


TY 2025 OtherLiabilitiesSchedule
Name:
THE FRED AND SALLY BEKINS FOUNDATION
 
C/O SANDY VON RIESEN
EIN:
47-0751383
Description Beginning of Year - Book Value End of Year - Book Value
EXCISE TAX PAYABLE 0 69


TY 2025 TaxesSchedule
Name:
THE FRED AND SALLY BEKINS FOUNDATION
 
C/O SANDY VON RIESEN
EIN:
47-0751383
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX ON INVESTMENT INCOME 2,040 0   0