2023-05-12T14:20:26-05:00 2022-12-31 Labenz & Associates LLC 8555 Pioneers Boulevard Lincoln NE 68520 990PF 2022-01-01 810760482 M & M Foundation % JAMES E LANDEN SR M&MF 4024490909 1120 South 101st Street Omaha NE 68124 James E Landen PRESIDENT 4023970602 2023-05-15 true James E Landen XXX-XX-XXXX Karli M Mackley P02386305 4024378383 2023-05-10 3 2022 2023-04-26 12:10:37Z X 393214 X 60000 7761 7761 -21409 169474 0 260 46612 7761 0 2415 1207 0 1208 12050 1845 10205 1008 74 15473 3126 0 11413 25000 25000 40473 3126 0 36413 6139 4635 32860 58269 58269 435 100 435 435 327201 305640 334510 360161 364344 393214 0 0 X 360161 364344 360161 364344 360161 364344 360161 6139 366300 1956 364344 SHORT-TERM SALES - SEE DETAIL ATTACHED P 21796 27254 -4902 -5458 LONG-TERM SALES - SEE DETAIL ATTACHED P 145671 165586 -18514 -19915 CAPITAL GAIN DISTRIBUTIONS P 2007 2007 2007 -21409 64 64 64 500 0 500 436 64 372 false false false 0 0 0 false false false false true true NE true false false false false true JAMES E LANDEN SR 4024490909 1120 SOUTH 101ST STREET Omaha NE 68124 false false false false false false false false false false false false false false false false false false false false false James E Landen Sr 1120 South 101st Street Omaha NE 68124 President/Treasurer: As Needed 0.0 0 0 0 Clarence L Landen III 1120 South 101st Street Omaha NE 68124 Vice President/Sec.: As Needed 0.0 0 0 0 Shirley L Huerter 1120 South 101st Street Omaha NE 68124 Director: As Needed 0.0 0 0 0 Nancy L Kerr 1120 South 101st Street Omaha NE 68124 Director: As Needed 0.0 0 0 0 Michael P Landen 1120 South 101st Street Omaha NE 68124 Director: As Needed 0.0 0 0 0 Diane N Landen 1120 South 101st Street Omaha NE 68124 Director: As Needed 0.0 0 0 0 Patricia L Landen 1120 South 101st Street Omaha NE 68124 Director: As Needed 0.0 0 0 0 James V Huerter Jr 1120 South 101st Street Omaha NE 68124 Director: As Needed 0.0 0 0 0 J Michael Kerr 1120 South 101st Street Omaha NE 68124 Director: As Needed 0.0 0 0 0 Cynthia H Landen 1120 South 101st Street Omaha NE 68124 Director: As Needed 0.0 0 0 0 371153 9317 45 380515 0 380515 5708 374807 18740 18740 64 64 18676 18676 18676 36413 0 0 0 0 36413 18676 0 2020 2019 2018 0 35505 43278 34784 26095 22901 162563 36413 0 18676 17737 180300 0 0 0 0 35505 144795 43278 34784 26095 22901 17737 X GRANT HALLIBURTON FOUNDATION 3000 PEGASUS PARK DRIVE SUITE 750 DALLAS TX 75247 NONE PC TO SUPPORT THE MENTAL HEALTH NAVIGATION LINE PROGRAM 1000 NORTHSTAR FOUNDATION 4242 NORTH 49 AVENUE OMAHA NE 68104 NONE PC TO SUPPORT THE MATH PROGRAM, $1,000; GENERAL PROGRAMS, $1,000. 2000 MOSAIC FAMILY SERVICES INC 12225 GREENSVILLE AVENUE 800 DALLAS TX 75243 NONE PC TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION 1500 OKOBOJI YACHT CLUB SAILING SCHOOL 1900 MANHATTAN BLVD MILFORD IA 51351 NONE PC TO SUPPORT THE CARE OF THE FLAG 500 BOYS & GIRLS CLUBS OF GREATER DALLAS INC 4816 WORTH STREET DALLAS TX 75246 NONE PC TO SUPPORT THE ORGANIZATION'S PROGRAM FOR ACADEMIC SUCCESS 1000 PROJECT HARMONY 11949 Q STREET OMAHA NE 68137 NONE PC TO SUPPORT GENERAL PROGRAMS AND STAFFING OF THE ORGANIZATION 1000 SALVATION ARMY 10755 BURT STREET OMAHA NE 68144 NONE PC TO SUPPORT THE HOUSING PROGRAM 1500 THE SIMPLE FOUNDATION 1111 N 13TH ST SUITE 400 OMAHA NE 68102 NONE PC TO SUPPORT THE LEARNING RECOVERY PROGRAM, $2,000; GENERAL PROGRAMS, $1,000. 3000 COMPLETELY KIDS 2566 ST MARYS AVENUE OMAHA NE 68105 NONE PC TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION 1500 SAVING GRACE PERISHABLE FOOD RESCUE 4611 S 96TH ST STE 112 OMAHA NE 68127 NONE PC TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION. 2500 NORTH DALLAS SHARED MINISTRIES 2875 MERRELL ROAD DALLAS TX 75229 NONE PC TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION 1000 OLLIE WEBB CENTER 1941 S 42ND ST SUITE 122 OMAHA NE 68105 NONE PC TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION 1000 UNITED WAY OF METROPOLITAN DALLAS INC 1800 N LAMAR ST DALLAS TX 75202 NONE PC TO SUPPORT THE ONCE UPON A MONTH PROGRAM 1000 COMMUNITY ALLIANCE FOUNDATION 4001 LEAVENWORTH ST OMAHA NE 68105 NONE PC TO SUPPORT THE MIKE KUTILEK FUND 1500 INTERCULTURAL SENIOR CENTER 5545 CENTER ST OMAHA NE 68106 NONE PC TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION 1500 CHILDREN'S RESPITE CARE CENTER 5321 S 138TH STREET OMAHA NE 68137 NONE PC TO SUPPORT THE PATIENT ASSISTANCE PROGRAM 2000 MUNROE-MEYER GUILD INC 2285 S 67TH ST SUITE 200 OMAHA NE 68106 NONE PC TO SUPPORT THE CARING FOR CHAMPIONS PROGRAM 1500 25000 14 7761 18 -21409 NON-DIVIDEND DISTRIBUTIONS 260 -13388 -13388 false false false false false false false false false false X X 1 Security National Bank 1120 South 101st Street Omaha NE 68124 60000 X ACCOUNTING FEES 2415 1207 1208 COMMON STOCK 121397 167632 MUTUAL FUNDS 184243 166878 WASH SALES DISALLOWED 1956 Non-dividend distributions 260 INVESTMENT MANAGEMENT FEES 2050 1845 205 ENGAGEMENT FEES 10000 10000 FORIEGN TAXES PAID 74 74 2021 FORM 990-PF TAX DUE 434 2022 FORM 990-PF FED ESTIMATE 500