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
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
OMAHA
State or province
NE
Country  
ZIP or foreign postal code
68102
A Employer identification number

20-1162883
B Telephone number (see instructions)

4023931850
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)$4,859,901J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 118,939 118,939  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 260,659
b Gross sales price for all assets on line 6a 1,373,718
7 Capital gain net income (from Part IV, line 2)... 260,659
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........ 379,598 379,598  
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
365 0 0 365
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
56,477 56,477   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,654 1,434   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.......... 63,763 57,928 0 1,615
25 Contributions, gifts, grants paid....... 252,000 252,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 315,763 57,928 0 253,615
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 63,835
b Net investment income (if negative, enter -0-) 321,670
c Adjusted net income (if negative, enter -0-)... 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......... 83,706 176,946 176,946
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
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 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 3,710,839 Click to see attachment
List of Attached Documents:
// Content
3,678,957 		4,682,955
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) 3,794,545 3,855,903 4,859,901
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 )    
23 Total liabilities (add lines 17 through 22).........   0
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........ 3,794,545 3,855,903
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)..... 3,794,545 3,855,903
30 Total liabilities and net assets/fund balances (see instructions). 3,794,545 3,855,903
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
3,794,545
2
Enter amount from Part I, line 27a .....................
2
63,835
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,858,380
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
2,477
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,855,903
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 3961.957 INVESCO DISCOVERY MID CAP GROWTH FUND CLASS R6 #7040   2023-01-26 2025-09-30
b 38. ABBOTT LABS COM   2023-06-22 2025-02-13
c 11. ABBOTT LABS COM   2023-03-23 2025-03-21
d 33. ABBOTT LABS COM   2023-03-23 2025-04-17
e 2. ADOBE SYS INC COM   2024-10-28 2025-03-21
6. ADVANCED MICRO DEVICES INC   2024-05-10 2025-03-21
3. AIR PRODS & CHEMS INC   2022-03-17 2025-03-21
4. AIR PRODS & CHEMS INC   2024-05-10 2025-05-27
29. AIR PRODS & CHEMS INC   2024-05-10 2025-08-15
29. AIR PRODS & CHEMS INC   2004-02-03 2025-08-15
11. ALPHABET INC CAP STK CL A   2024-03-07 2025-03-10
21. ALPHABET INC CAP STK CL A   2024-03-07 2025-03-21
21. ALPHABET INC CAP STK CL A   2024-03-07 2025-05-27
36. ALPHABET INC CAP STK CL A   2016-03-31 2025-09-29
22. AMAZON COM INC   2021-08-26 2025-03-10
13. AMAZON COM INC   2021-05-05 2025-03-21
15. AMAZON COM INC   2021-05-05 2025-05-27
3. AMGEN INC   2025-01-22 2025-03-21
2. AMGEN INC   2025-01-22 2025-05-27
14. AMGEN INC   2025-01-22 2025-11-21
17. APPLE COMPUTER INCORPORATED   2013-04-10 2025-03-10
23. APPLE COMPUTER INCORPORATED   2013-04-10 2025-03-21
15. APPLE COMPUTER INCORPORATED   2013-04-10 2025-05-27
29. BAXTER INTL INC   2024-09-17 2025-03-21
323. BAXTER INTL INC   2025-07-16 2025-11-10
389. BAXTER INTL INC   2024-09-17 2025-11-10
2. BLACKROCK INC COM   2022-05-06 2025-03-21
2. BLACKROCK INC COM   2022-05-06 2025-05-27
5. BLACKROCK INC COM   2011-09-22 2025-07-31
5. BLACKROCK INC COM   2011-09-22 2025-09-29
1. BOOKING HLDGS INC COM   2016-02-08 2025-03-21
3. BOOKING HLDGS INC COM   2016-02-08 2025-12-18
6. BROADRIDGE FINL SOLUTIONS INC COM   2022-01-26 2025-03-21
6. BROADRIDGE FINL SOLUTIONS INC COM   2017-03-14 2025-05-27
33. BROADRIDGE FINL SOLUTIONS INC COM   2017-03-14 2025-07-31
5. BROADCOM INC COM   2025-02-04 2025-03-21
301.72 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/202   2022-06-08 2025-01-14
190.5 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/2029   2022-06-08 2025-02-14
183. CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/2029   2022-06-08 2025-03-14
255.42 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/202   2022-06-08 2025-04-14
271.14 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/202   2022-06-08 2025-05-14
175.4 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/2029   2022-06-08 2025-06-14
209.1 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/2029   2022-06-08 2025-07-14
230.64 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/202   2022-06-08 2025-08-14
182.56 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/202   2022-06-08 2025-09-14
113.23 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/202   2022-06-08 2025-10-14
20.04 CCG REC TR SER 2022 1 CL A 2 3.91% DTD 06/21/2022 DUE 07/16/2029   2022-06-08 2025-11-14
95. CDW CORP COM   2025-04-07 2025-12-18
20000. CME GROUP INC SR GLBL NT 3.00% DTD 03/09/2015 DUE 03/15/2025   2017-10-31 2025-03-15
6. CHEVRONTEXACO CORP   2004-02-03 2025-03-21
7. CHEVRONTEXACO CORP   2004-02-03 2025-05-27
23. COMCAST CORP CL A   2023-01-06 2025-03-21
8. COMCAST CORP CL A   2006-05-05 2025-03-21
222. COMCAST CORP CL A   2009-02-17 2025-04-04
331. COMCAST CORP CL A   2009-02-17 2025-04-07
10. CONOCOPHILLIPS COM   2020-03-03 2025-03-21
8. CONOCOPHILLIPS COM   2025-02-13 2025-05-27
1. COSTCO WHSL CORP NEW   2016-10-10 2025-03-21
1. COSTCO WHSL CORP NEW   2016-10-10 2025-05-27
6. COSTCO WHSL CORP NEW   2016-10-10 2025-07-16
10. CULLEN/FROST BANKERS INC COM   2023-11-03 2025-03-21
11. CULLEN/FROST BANKERS INC COM   2023-11-03 2025-05-27
68. CULLEN/FROST BANKERS INC COM   2023-11-03 2025-12-18
13. THE WALT DISNEY CO COM   2020-03-03 2025-03-21
5. THE WALT DISNEY CO COM   2020-03-03 2025-05-27
8. EOG RES INC   2024-01-23 2025-03-21
9. EOG RES INC   2023-05-18 2025-05-27
4. ECOLAB INC   2022-07-21 2025-03-21
3. ECOLAB INC   2022-07-21 2025-05-27
36. ECOLAB INC   2022-07-21 2025-12-18
6. META PLATFORM, INC.   2017-04-07 2025-03-10
5. META PLATFORM, INC.   2017-04-07 2025-03-21
4. META PLATFORM, INC.   2017-04-07 2025-05-27
15000. HARMAN INTL INDS INC SR NT 4.15% DTD 05/11/2015 DUE 05/15/2025   2021-07-20 2025-05-15
8. INTERCONTINENTAL EXCHANGE, INC. COM   2012-05-11 2025-03-21
5. INTERCONTINENTAL EXCHANGE, INC. COM   2012-05-11 2025-05-27
6. J P MORGAN CHASE & CO   2011-09-22 2025-03-21
3. J P MORGAN CHASE & CO   2011-09-22 2025-05-27
17. J P MORGAN CHASE & CO   2011-09-22 2025-07-07
124. JOHNSON & JOHNSON COM   2021-07-27 2025-01-22
20. JONES LANG LASALLE INC COM   2023-05-18 2025-02-13
4. JONES LANG LASALLE INC COM   2020-09-14 2025-03-21
27. JONES LANG LASALLE INC COM   2020-09-14 2025-12-18
10. KEYSIGHT TECHNOLOGIES INC COM   2023-06-22 2025-03-21
9. KEYSIGHT TECHNOLOGIES INC COM   2023-06-22 2025-05-27
41. KEYSIGHT TECHNOLOGIES INC COM   2023-06-22 2025-12-18
5. LITTELFUSE INC COM   2023-08-24 2025-03-21
4. LOWES COS INC   2022-03-10 2025-03-21
6. LOWES COS INC   2022-03-10 2025-05-27
728.541 MFS MID-CAP VALUE FUND CLASS R6 #4837   2023-01-26 2025-09-30
9. MKS INC COM   2021-07-29 2025-03-21
158. MKS INC COM   2022-11-18 2025-04-04
166.667 MANNING & NAPIER RAINIER INTERNATIONAL DISCOVERY SERIES CL Z   2016-09-15 2025-03-13
170.94 MANNING & NAPIER RAINIER INTERNATIONAL DISCOVERY SERIES CL Z   2016-09-15 2025-09-30
1. MARKEL GROUP INC   2022-01-26 2025-03-21
8. MARKEL GROUP INC   2022-01-26 2025-12-18
38. MERCK & CO INC NEW COM   2024-01-23 2025-01-22
121. MERCK & CO INC NEW COM   2020-06-25 2025-01-22
16. MICROSOFT CORP   2011-09-22 2025-03-10
10. MICROSOFT CORP   2004-03-23 2025-03-21
12. MICROSOFT CORP   2004-03-23 2025-05-27
288. MICROCHIP TECHNOLOGY INC   2015-02-19 2025-02-04
19. MONDELEZ INTL INC CL A   2024-12-03 2025-03-21
13. MONDELEZ INTL INC CL A   2023-12-08 2025-05-27
12. NASDAQ INC COM   2024-08-13 2025-03-21
13. NEXTERA ENERGY INC COM   2015-10-05 2025-03-21
12. NEXTERA ENERGY INC COM   2015-10-05 2025-05-27
1. O REILLY AUTOMOTIVE INC NEW COM   2019-10-01 2025-03-21
2. O REILLY AUTOMOTIVE INC NEW COM   2019-10-01 2025-05-27
43. O REILLY AUTOMOTIVE INC NEW COM   2019-10-01 2025-07-07
7. PTC INC COM   2021-10-05 2025-03-21
9. PTC INC COM   2021-10-05 2025-05-27
9. PEPSICO INC COM   2024-12-03 2025-03-21
7. PEPSICO INC COM   2024-12-03 2025-05-27
48. PERKINELMER INC   2022-11-18 2025-01-22
8. PERKINELMER INC   2022-11-18 2025-03-21
15. QUANTA SERVICES INC COM   2017-12-13 2025-02-04
4. QUANTA SERVICES INC COM   2017-12-13 2025-03-21
3. QUANTA SERVICES INC COM   2017-12-13 2025-05-27
21. QUANTA SERVICES INC COM   2017-12-13 2025-12-18
20. ROBERT HALF INC   2024-05-30 2025-03-21
3. ROPER TECHNOLOGIES INC COM   2021-03-23 2025-03-21
2. ROPER TECHNOLOGIES INC COM   2021-03-23 2025-05-27
15000. SCHWAB CHARLES CORP NEW SR NT 3.85% DTD 05/22/2018 DUE 05/21/20   2018-06-19 2025-05-21
11. TJX COS INC NEW   2018-03-02 2025-03-21
13. TJX COS INC NEW   2018-03-02 2025-05-27
15000. TTX CO FR 3.60% DTD 11/20/2014 DUE 01/15/2025   2019-06-06 2025-01-15
7. TEXAS INSTRS INC   2011-09-22 2025-03-21
8. TEXAS INSTRS INC   2011-09-22 2025-05-27
42. TEXAS INSTRS INC   2011-09-22 2025-12-18
1343.183 TRIBUTARY SMALL COMPANY FUND INST PLUS #1705   2018-01-03 2025-09-30
302.632 ABSOLUTE CONVERTIBLE ARBITRAGE FUND INSTITUTIONAL CLASS   2022-01-20 2025-03-13
6. UNITED PARCEL SERVICE INC CL B-COM   2023-12-08 2025-03-21
150000. US TREASURY NOTE 2.125% DTD 05/15/2015 DUE 05/15/2025   2020-02-03 2025-04-01
15000. US TREASURY NOTE 2.125% DTD 05/15/2015 DUE 05/15/2025   2024-11-05 2025-05-15
245000. US TREASURY NOTE 2.125% DTD 05/15/2015 DUE 05/15/2025   2019-05-21 2025-05-15
. US TREASURY NOTE 2.125% DTD 05/15/2015 DUE 05/15/2025   2017-09-08 2025-05-15
165000. US TREASURY NOTE 4.50% DTD 11/15/2022 DUE 11/15/2025   2025-05-20 2025-11-15
2. UNITEDHEALTH GROUP INC   2020-03-03 2025-03-21
2. UNITEDHEALTH GROUP INC   2020-03-03 2025-05-27
31. UNITEDHEALTH GROUP INC   2020-03-20 2025-07-24
75.632 VANGUARD VALUE INDEX FUND - ADM #506   2023-01-31 2025-03-13
5. VISA INC COM CL A   2021-02-04 2025-03-21
6. VISA INC COM CL A   2021-02-04 2025-05-27
13. XCEL ENERGY INC COM   2024-01-23 2025-03-21
12. XCEL ENERGY INC COM   2024-01-23 2025-05-27
5. ZOETIS INC CL A   2024-06-21 2025-03-21
91. ZOETIS INC CL A   2024-06-21 2025-12-18
4. ACCENTURE PLC CLASS A ORDINARY SHARES   2014-06-20 2025-03-21
4. ACCENTURE PLC CLASS A ORDINARY SHARES   2014-06-20 2025-05-27
4. EATON CORP PLC SHS   2018-03-15 2025-03-21
4. EATON CORP PLC SHS   2018-03-15 2025-05-27
4. ICON PLC SHS   2025-01-22 2025-03-21
15. MEDTRONIC PLC SHS   2020-06-23 2025-03-21
265. MEDTRONIC PLC SHS   2020-06-23 2025-04-17
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 146,196   112,559 33,637
b 5,000   3,793 1,207
c 1,385   1,065 320
d 4,370   3,196 1,174
e 777   968 -191
641   914 -273
868   680 188
1,097   1,005 92
8,430   6,917 1,513
8,430   1,308 7,122
1,831   1,484 347
3,418   2,834 584
3,625   993 2,632
8,804   1,370 7,434
4,290   3,615 675
2,543   2,130 413
3,081   2,458 623
938   823 115
558   549 9
4,778   3,841 937
3,857   265 3,592
4,946   358 4,588
3,007   233 2,774
959   1,161 -202
5,697   9,646 -3,949
6,862   15,579 -8,717
1,894   1,265 629
1,959   1,265 694
5,547   716 4,831
5,845   716 5,129
4,581   968 3,613
16,096   2,904 13,192
1,395   498 897
1,440   413 1,027
8,185   2,269 5,916
951   1,102 -151
302   302  
191   191  
183   183  
255   255  
271   271  
175   175  
209   209  
231   231  
183   183  
113   113  
20   20  
13,588   13,910 -322
20,000   20,000  
982   258 724
964   301 663
836   872 -36
291   81 210
7,518   1,939 5,579
11,089   2,153 8,936
1,023   481 542
686   776 -90
906   150 756
1,017   150 867
5,748   902 4,846
1,226   981 245
1,427   1,079 348
8,766   6,672 2,094
1,294   1,507 -213
563   580 -17
994   884 110
1,001   992 9
1,000   649 351
793   486 307
9,527   5,837 3,690
3,579   848 2,731
2,945   706 2,239
2,565   565 2,000
15,000   15,000  
1,390   199 1,191
894   125 769
1,447   174 1,273
795   87 708
4,967   492 4,475
17,862   17,408 454
5,564   2,864 2,700
997   422 575
9,094   2,776 6,318
1,543   1,598 -55
1,462   1,438 24
8,195   6,551 1,644
1,047   1,313 -266
900   894 6
1,350   1,340 10
24,355   21,827 2,528
798   1,392 -594
9,324   17,900 -8,576
3,892   2,712 1,180
5,044   2,781 2,263
1,834   1,205 629
17,252   5,606 11,646
3,647   4,559 -912
11,614   8,824 2,790
6,089   391 5,698
3,855   243 3,612
5,517   292 5,225
15,130   6,961 8,169
1,221   1,234 -13
867   927 -60
905   825 80
912   325 587
818   300 518
1,332   401 931
2,720   801 1,919
3,952   1,149 2,803
1,116   835 281
1,538   1,074 464
1,309   1,462 -153
917   1,137 -220
5,923   6,941 -1,018
854   1,098 -244
4,517   577 3,940
1,072   154 918
1,028   115 913
8,818   808 8,010
1,058   1,283 -225
1,702   1,216 486
1,147   811 336
15,000   15,000  
1,272   459 813
1,665   543 1,122
15,000   15,000  
1,254   182 1,072
1,460   208 1,252
7,430   1,092 6,338
40,188   38,858 1,330
3,450   3,371 79
687   1,054 -367
149,619   150,107 -488
15,000   15,000  
245,000   244,407 593
       
165,000   165,000  
1,027   521 506
585   521 64
8,722   7,790 932
4,974   4,257 717
1,681   1,044 637
2,155   1,253 902
896   768 128
841   709 132
812   856 -44
11,357   15,571 -4,214
1,212   332 880
1,261   332 929
1,179   313 866
1,313   313 1,000
734   813 -79
1,349   1,410 -61
21,856   21,009 847
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
      41,488
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       33,637
b       1,207
c       320
d       1,174
e       -191
      -273
      188
      92
      1,513
      7,122
      347
      584
      2,632
      7,434
      675
      413
      623
      115
      9
      937
      3,592
      4,588
      2,774
      -202
      -3,949
      -8,717
      629
      694
      4,831
      5,129
      3,613
      13,192
      897
      1,027
      5,916
      -151
       
       
       
       
       
       
       
       
       
       
       
      -322
       
      724
      663
      -36
      210
      5,579
      8,936
      542
      -90
      756
      867
      4,846
      245
      348
      2,094
      -213
      -17
      110
      9
      351
      307
      3,690
      2,731
      2,239
      2,000
       
      1,191
      769
      1,273
      708
      4,475
      454
      2,700
      575
      6,318
      -55
      24
      1,644
      -266
      6
      10
      2,528
      -594
      -8,576
      1,180
      2,263
      629
      11,646
      -912
      2,790
      5,698
      3,612
      5,225
      8,169
      -13
      -60
      80
      587
      518
      931
      1,919
      2,803
      281
      464
      -153
      -220
      -1,018
      -244
      3,940
      918
      913
      8,010
      -225
      486
      336
       
      813
      1,122
       
      1,072
      1,252
      6,338
      1,330
      79
      -367
      -488
       
      593
       
       
      506
      64
      932
      717
      637
      902
      128
      132
      -44
      -4,214
      880
      929
      866
      1,000
      -79
      -61
      847
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 260,659
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 4,471
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 4,471
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 4,471
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,376
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,376
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 1,095
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 tax0 Refunded 11 0
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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 addressN/A
14
The books are in care ofFIRST NATIONAL BANK OF OMAHA Telephone no. (402) 602-8920

Located at1620 DODGE ST STOP 8125OMAHANE ZIP+4681978125
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)
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 ........
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
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................... 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
FIRST NATIONAL BANK OF OMAHA INVESTMENT MGMT 0
1620 DODGE ST - STOP 8145
OMAHA,NE68197
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.........................  
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
4,669,756
b
Average of monthly cash balances.......................
1b
218,644
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,888,400
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
4,888,400
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
73,326
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,815,074
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
240,754
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
240,754
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,471
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,471
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
236,283
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
236,283
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
236,283
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
253,615
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
253,615
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 7 236,283
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...... 19,536
b From 2021...... 4,220
c From 2022...... 37,625
d From 2023...... 43,945
e From 2024...... 39,304
f Total of lines 3a through e ........ 144,630
4Qualifying distributions for 2025 from Part
XI, line 4: $ 253,615
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..... 236,283
e Remaining amount distributed out of corpus 17,332
5 Excess distributions carryover applied to 2025. 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 5 161,962
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) ... 		19,536
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		142,426
10 Analysis of line 9:
a Excess from 2021 .... 4,220
b Excess from 2022 .... 37,625
c Excess from 2023 .... 43,945
d Excess from 2024 .... 39,304
e Excess from 2025 .... 17,332
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 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 (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

UC HEALTH MEMORIAL HOSPITAL

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

FRIENDS OF THE CHILDREN NEW YORK

1325 5TH AVE
NEW YORK,NY10029 		NONE   UNRESTRICTED GIFT 6,000

The Brooklyn Queens Conservatory of Musi

58 SEVENTH AVENUE
BROOKLYN,NY11217 		NONE   UNRESTRICTED GIFT 5,000

PARKINSON'S NEBRASKA

16811 BURDETTE ST STE 1
OMAHA,NE68116 		NONE   UNRESTRICTED GIFT 8,500

OPEN DOOR MISSION

2828 N 23RD ST E
OMAHA,NE68110 		NONE   UNRESTRICTED GIFT 3,500

FONTENELLE FOREST

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

CENTRAL HIGH SCHOOL FOUNDATION

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

PROJECT HARMONY

11949 Q STREET
OMAHA,NE68137 		NONE   UNRESTRICTED GIFT 5,000

FRIENDS OF PINAL COUNTY ANIMAL SHELTER

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

NEBRASKA PUBLIC MEDIA FDN

1800 N 33RD ST
LINCOLN,NE68503 		NONE   UNRESTRICTED GIFT 10,000

AMERICAN RED CROSS PHOENIX

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

INSTITUTE FOR HOLOCAUST EDUCATION

333 SOUTH 132ND STREET
OMAHA,NE68154 		NONE   UNRESTRICTED GIFT 3,000

ABIDE

308 NORTH WIND ROAD
TOWSON,MD21204 		NONE   UNRESTRICTED GIFT 3,000

HABITAT FOR HUMANITY OF OMAHA

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

OMAHA PUBLIC LIBRARY FOUNDATION

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

HEARTLAND EQUINE THERAPEUTIC RIDING
ACADEMY
10130 S 222ND ST
GRETNA,NE68028 		NONE   UNRESTRICTED GIFT 3,000

OMAHA COMMUNITY PLAYHOUSE

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

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

PROJECT PINKD INC

12165 PACIFIC ST
OMAHA,NE68154 		NONE   UNRESTRICTED GIFT 3,500

ANGELS AMOUNG US FOUNDATION

1278 GLENNEYRE ST
LAGUNA BEACH,CA92651 		NONE   UNRESTRICTED GIFT 3,500

AMERICAN RED CROSS-HEARTLAND CHAPTER

2912 SOUTH 80TH AVENUE
OMAHA,NE68124 		NONE   UNRESTRICTED GIFT 5,000

BROWNELL TALBOT SCHOOL

400 N HAPPY HOLLOW BLVD
OMAHA,NE68132 		NONE   UNRESTRICTED GIFT 7,500

NEBRASKA HUMANE SOCIETY

8929 FORT ST
OMAHA,NE68134 		NONE   UNRESTRICTED GIFT 3,000

BOYS & GIRLS CLUBS OF THE MIDLANDS

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

BELLEVUE UNIVERSITY

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

DURHAM MUSEUM

801 SOUTH 10TH STREET
OMAHA,NE68108 		NONE   UNRESTRICTED GIFT 7,500

FOOD BANK FOR THE HEARTLAND

10525 J STREET
OMAHA,NE68127 		NONE   UNRESTRICTED GIFT 23,500

OMAHA SYMPHONY

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

SIENNA FRANCES HOUSE

1702 NICHOLAS ST
OMAHA,NE68101 		NONE   UNRESTRICTED GIFT 7,500

PHOENIX CHILDREN'S HOSPITAL

1919 EAST THOMAS ROAD
PHOENIX,AZ85016 		NONE   UNRESTRICTED GIFT 5,000

SAVING GRACE PERISHABLE FOOD RESCUE

4611 S 96TH STREET 112
OMAHA,NE68127 		NONE   UNRESTRICTED GIFT 8,500

UNIVERSITY OF COLORADO FOUNDATION

1800 GRANT ST 800
DENVER,CO80203 		NONE   UNRESTRICTED GIFT 5,000

VETERANS OF FOREIGN WARS OF THE UNITED S

328 W COOLIDGE AVE
COOLIDGE,AZ85128 		NONE   UNRESTRICTED GIFT 10,000

MIDDLEBURY COLLEGE

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

COOLIDGE VALLEY COMMUNITY FELLOWSHIP

1101 W COOLIDGE AVE
COOLIDGE,AZ85128 		NONE   UNRESTRICTED GIFT 8,000

UNIVERSITY OF MINNESOTA FOUNDATION

200 OAK ST SE SUITE 500
MINNEAPOLIS,MN554552010 		NONE   UNRESTRICTED GIFT 15,000
Total ................................. 3a 252,000
bApproved for future payment
Total ................................. 3b  
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 ........... 		         
4 Dividends and interest from securities ....     14 118,939  
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 ............ 		    18 260,659  
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) ..   379,598  
13Total. Add line 12, columns (b), (d), and (e)..................
13
379,598
(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

TY 2025 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 2025 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
SEE ATTACHED STATEMENT AT COST 3,678,957 4,682,955

TY 2025 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 365     365


TY 2025 OtherDecreasesSchedule
Name:
CLIFTON B & ANNE S BATCHELDER FOUNDATION
EIN:
20-1162883
Description Amount
PURCHASED ACCRUED INTEREST 910
MUTUAL FUND TIMING DIFFERENCE 1,009
WASH SALE ADJUSTMENT 558


TY 2025 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 2025 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 56,477 56,477    


TY 2025 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 844 0   0
FEDERAL ESTIMATES - PRINCIPAL 3,376 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,354 1,354   0
FOREIGN TAXES ON NONQUALIFIED 80 80   0