2024-06-25T15:24:03-05:00 2023-11-30 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990PF 2022-12-01 202364902 THE CLAIRE M HUBBARD FOUNDATION CLAI 4029301040 4532 SO 163RD ST OMAHA NE 68135 ANNE M HUBBARD PRES/DIR 4029301040 2024-06-24 1 ANNE HUBBARD 999009999 0 STEVEN P KENNEY P00056212 4024968800 2024-06-19 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 47429236 X 33209 X 21792 21792 1277739 1277739 2410827 20560874 2410827 3743567 3710358 0 0 0 6030 0 0 193017 193017 0 7337 0 0 208063 0 0 414447 193017 0 4540827 4540827 4955274 193017 4540827 -1211707 3517341 1884588 2242605 2242605 29656720 28086996 45186631 31541308 30329601 47429236 0 0 X 0 0 0 0 31541308 30329601 31541308 30329601 31541308 30329601 31541308 -1211707 0 30329601 0 30329601 SHORT TERM PUBLICLY TRADED SECURITIES 2023-01-01 2023-12-31 9428440 9849339 -420899 -420899 LONG TERM PUBLICLY TRADED SECURITIES 2022-01-01 2023-12-31 11132434 8300708 2831726 2831726 2410827 48891 0 48891 0 48891 7337 0 71000 0 78337 X 2256 27190 27190 0 0 0 0 0 0 0 0 0 0 0 0 1 NE 1 0 0 0 0 1 N/A ANNE M HUBBARD 4029349294 4532 SO 163RD ST OMAHA NE 68135 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANNE M HUBBARD 4532 SO 163RD ST OMAHA NE 68135 PRESIDENT/DIR 10.00 0 0 0 MARCIA BLUM 920 SO 163RD ST OMAHA NE 68135 DIRECTOR 0.00 0 0 0 T GEOFFREY LIEBEN 409 NO HAPPY HOLLOW BLVD OMAHA NE 68132 DIR/SECRETARY 0.00 0 0 0 SARA MCCLURE 14215 NO 47TH ST OMAHA NE 68152 VP/DIRECTOR 0.00 0 0 0 SUSAN NELSON 4403 NO 123RD CIRCLE OMAHA NE 68144 DIRECTOR 0.00 0 0 0 NONE 0 MERRILL LYNCH 13321 CALIFORNIA ST OMAHA NE 68154 INVESTMENT MGMT 193017 0 0 45849608 2226592 0 48076200 0 0 48076200 721143 47355057 2367753 2367753 48891 48891 2318862 0 2318862 0 2318862 4540827 0 4540827 2318862 0 0 5335133 6748010 3046866 15130009 4540827 0 0 0 2318862 2221965 0 0 17351974 0 0 0 0 0 0 0 17351974 5335133 6748010 3046866 2221965 ANNE M HUBBARD X OMAHA COMMUNITY FOUNDATION 3555 FARNAM ST 222 OMAHA NE 68131 NONE PUBLIC CHARITY DONOR ADVISED FUND 4535827 GENOA INDIAN SCHOOL 209 E WEBSTER AVE GENOA NE 68640 NONE PUBLIC CHARITY GENERAL OPERATING 5000 4540827 OMAHA COMMUNITY FOUNDATION 3555 FARNAM ST 222 OMAHA NE 68131 NONE PUBLIC CHARITY DONOR ADVISED FUND 3034000 3034000 14 21792 14 1277739 14 2410827 0 3710358 0 3710358 0 0 0 0 0 0 0 0 0 0 MERRILL LYNCH 28086996 45186631 LEGAL & PROFESSIONAL 6030 0 0 MISCELLENEOUS EXP 208063 0 0 INVESTMENT MANAGEMENT FEES 193017 193017 0 FEDERAL TAXES 7337 0 0