2024-02-29T15:07:32-06:00 2023-12-31 470625816 LUTZ AND COMPANY PC 13616 CALIFORNIA ST STE 300 OMAHA NE 681545336 990PF 2023-01-01 472497511 RICHARD BROOKE FOUNDATION RICH 4029733030 17310 WRIGHT ST 202 OMAHA NE 68130 MELINDA DRICKEY EXECUTIVE DIRECTOR 4029733030 2024-02-29 1 MELINDA DRICKEY 999009999 0 HANNAH GOSCHA P02133534 4024968800 2024-02-29 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 106908964 X X 1636 1636 41124 41124 3029635 4737538 3029635 3072395 3072395 151944 0 0 19550 0 0 10000 0 0 3250 0 0 65386 0 0 1090 0 41848 0 0 17396 0 0 310464 0 0 4554302 4554302 4864766 0 4554302 -1792371 3072395 401843 68706 68706 39276196 37818293 106838666 71360 69768 2682 1592 1592 39680721 37888591 106908964 3782 4023 3782 4023 X 0 0 0 0 39676939 37884568 39676939 37884568 39680721 37888591 39676939 -1792371 0 37884568 0 37884568 BERKSHIRE HATHAWAY - CLASS A 2013-10-22 2023-03-31 465386 176140 289246 289246 SCHWAB S&P 500 INDEX 2021-01-08 2023-04-04 30000 27844 2156 2156 BERKSHIRE HATHAWAY - CLASS A 2013-10-22 2023-06-22 1539789 528420 1011369 1011369 BERKSHIRE HATHAWAY - CLASS A 2013-10-22 2023-09-21 1102591 352280 750311 750311 SCHWAB S&P 500 INDEX 2023-10-06 2023-12-14 146215 135050 11165 11165 SCHWAB S&P 500 INDEX 2023-10-06 2023-12-15 100000 92364 7636 7636 SCHWAB S&P 500 INDEX 2021-01-08 2023-12-14 53785 43525 10260 10260 BERKSHIRE HATHAWAY - CLASS A 2013-10-22 2023-12-14 1103936 352280 751656 751656 CAPITAL GAINS DIVIDENDS P 195836 195836 195836 3029635 42706 0 42706 0 42706 43400 0 0 0 43400 7 687 687 0 0 0 0 0 0 0 0 0 0 0 1 1 NE 1 0 0 0 0 1 WWW.RICHARDBROOKE.ORG MELINDA DRICKEY 4029733025 17310 WRIGHT STREET SUITE 202 OMAHA NE 68130 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MELINDA DRICKEY 17310 WRIGHT ST STE 202 OMAHA NE 68130 EXECUTIVE DIRECTOR & TREAS 40.00 151944 19550 0 NEAL DRICKEY 17310 WRIGHT ST STE 202 OMAHA NE 68130 SECRETARY 5.00 0 0 0 ANNE DRICKEY 17310 WRIGHT ST STE 202 OMAHA NE 68130 PRESIDENT 5.00 0 0 0 ROBERT DRICKEY 17310 WRIGHT ST STE 202 OMAHA NE 68130 VICE PRESIDENT 5.00 0 0 0 NONE 0 NONE 0 0 102925480 0 71360 102996840 0 0 102996840 1544953 101451887 5072594 5072594 42706 42706 5029888 0 5029888 0 5029888 4554302 0 4554302 5029888 0 0 1603221 1603221 4554302 0 0 0 4554302 0 475586 475586 1127635 0 0 0 0 0 0 0 1127635 1127635 X ACLU OF NEBRASKA 941 O ST 706 LINCOLN NE 68508 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 50000 AMERICAN MIDWEST BALLET 1001 S 6TH STREET COUNCIL BLUFFS IA 51503 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 100000 ANIMAL ACTION LEAGUE PO BOX 1413 JOSHUA TREE CA 92252 NONE PUBLIC CHARITY EAST VALLEY SPAY/NEUTER CLINICS 80000 ANIMAL SAMARITANS 72-120 PET LAND PLACE THOUSAND PALMS CA 92276 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 80602 ASSISTANCE LEAGUE OF OMAHA 3569 LEAVENWORTH STREET OMAHA NE 68105 NONE PUBLIC CHARITY OPERATION SCHOOL BELL 110000 AUTISM ACTION PARTNERSHIP 10110 NICOLAS ST 202 OMAHA NE 68114 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 25000 AVENUE SCHOLARS FOUNDATION 7101 MERCY ROAD SUITE 240 OMAHA NE 68106 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 125000 BOYS AND GIRLS CLUB OF THE COACHELLA VALLEY 42600 COOK ST SUITE 120 PALM DESERT CA 92211 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 50000 CAMP FOSTERYMCA OF THE OKOBOJIS 1769 260TH AVE SPIRIT LAKE IA 51360 NONE PUBLIC CHARITY CAPITAL CAMPAIGN 254500 CHILD SAVING INSTITUTE 4545 DODGE STREET OMAHA NE 68132 NONE PUBLIC CHARITY PEDIATRIC SOCIAL WORK PROGRAM AND CAPITAL CAMPAIGN 200000 CHILDREN'S HOSPITAL FOUNDATION 8404 INDIAN HILLS DRIVE SUITE 650 OMAHA NE 68114 NONE PUBLIC CHARITY PET THERAPY PROGRAM 25000 CHILDREN'S SCHOLARSHIP FUND 7101 MERCY ROAD SUITE 150 OMAHA NE 68106 NONE PUBLIC CHARITY K-8 SCHOLARSHIPS 40000 CITY SPROUTS PO BOX 31593 OMAHA NE 68131 NONE PUBLIC CHARITY SUMMER URBAN FARMING INTERNSHIP 20000 COLLEGE OF THE DESERT FOUNDATION 43-500 MONTERREY AVE PALM DESERT CA 92260 NONE PUBLIC CHARITY PLEDGE SCHOLARSHIP PROGRAM 200000 COLLEGE POSSIBLE OMAHA 900 S 74TH PLAZA SUITE 403 OMAHA NE 68144 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 85000 COMMUNITY ALLIANCE REHABILITATION SERVICES 4001 LEAVENWORTH STREET OMAHA NE 68105 NONE PUBLIC CHARITY RAPID RESPONSE TEAM 50000 COMMUNITY INFORMATION TRUST 10050 REGENCY CIR SUITE 101 OMAHA NE 68114 NONE PUBLIC CHARITY OMAHA CENTRAL LIBRARY CAPITAL CAMPAIGN 200000 COMPLETELY KIDS 2566 ST MARYS AVE OMAHA NE 68105 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 75000 DURHAM MUSEUM 801 S10TH ST OMAHA NE 68108 NONE PUBLIC CHARITY TOWERS OF TOMORROW EXHIBIT 50000 FOOD BANK FOR THE HEARTLAND 10525 J STREET OMAHA NE 68127 NONE PUBLIC CHARITY SNAP COUNSELOR, SCHOOL BASED MOBILE PANTRIES, AND CAPITAL CAMPAIGN 450000 FOOD IN NEED OF DISTRIBUTION INC (DBA FIND FOOD BANK) 83-775 CITRUS AVE INDIO CA 92202 NONE PUBLIC CHARITY MOBILE MARKETS 150000 GALLERY 1516 OF REGIONAL ARTISTS 1516 LEAVENWORTH STREET OMAHA NE 68102 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 100000 GIRLS INCORPORATED OF OMAHA 2811 N 45TH STREET OMAHA NE 68104 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT AND TEEN TRIP 80000 KANEKO 1111 JONES ST OMAHA NE 68102 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 125000 KIEWIT LUMINARIUM 345 RIVERFRONT DRIVE OMAHA NE 68102 NONE PUBLIC CHARITY FIELD TRIP PROGRAM 50000 MCCALLUM THEATER 73000 FRED WARING DRIVE PALM DESERT CA 92260 NONE PUBLIC CHARITY AESTHETIC EDUCATION PROGRAM 75000 NEBRASKA APPLESEED 941 O ST SUITE 920 LINCOLN NE 68508 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT FOR CHILD WELFARE PROGRAM 50000 NEBRASKA CHILDREN AND FAMILIES FOUNDATION 215 CENTENNIAL MALL SOUTH STE 200 LINCOLN NE 68508 NONE PUBLIC CHARITY LEARN AND EARN TO ACHIEVE POTENTIAL SKILLS SCHOLARSHIPS 80000 NEBRASKA HUMANE SOCIETY 8929 FORT STREET OMAHA NE 68134 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 30000 NORTHSTAR FOUNDATION 4240 N 49TH AVE OMAHA NE 68104 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 75000 OMAHA CONSERVATORY OF MUSIC 3504 S 108TH STREET OMAHA NE 68144 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 85000 OMAHA PERFORMING ARTS 1200 DOUGLAS STREET OMAHA NE 68102 NONE PUBLIC CHARITY MUSICAL EXPLORERS, DISNEY MUSICALS IN SCHOOLS, AND CAPITAL CAMPAIGN 150000 OMAHA PUBLIC LIBRARY FOUNDATION 215 S 15TH STREET OMAHA NE 68102 NONE PUBLIC CHARITY SUMMER READING PROGRAM 35000 OMAHA THEATER COMPANY 2001 FARNAM STREET OMAHA NE 68102 NONE PUBLIC CHARITY PRE-K DRAMA ENRICHMENT AND LIL ROSIES 125000 ONE WORLD COMMUNITY HEALTH CENTERS INC 4920 S 30TH ST SUITE 103 OMAHA NE 68107 NONE PUBLIC CHARITY FAMILY LEARNING AND NAVIGATION SERVICES AT THE LEARNING COMMUNITY OF SOUTH OMAHA 75000 ONE WORLD COMMUNITY HEALTH CENTERS INC 4920 S 30TH ST SUITE 103 OMAHA NE 68107 NONE PUBLIC CHARITY TEEN & YOUNG ADULT HEALTH CENTERS 100000 ONE WORLD COMMUNITY HEALTH CENTERS INC 4920 S 30TH ST SUITE 103 OMAHA NE 68107 NONE PUBLIC CHARITY MOBILE DENTAL CLINICS 100000 PHOENIX ACADEMY 1110 N 66TH STREET OMAHA NE 68132 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 50000 PLANNED PARENTHOOD OF THE HEARTLAND 3105 N 93RD STREET OMAHA NE 68134 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT AND RENOVATIONS 290000 RANCHO MIRAGE LIBRARY FOUNDATION 71-100 HWY 111 RANCHO MIRAGE CA 92270 NONE PUBLIC CHARITY CHILDREN'S THEATER PROGRAM 100000 SHELTERING TREE PO BOX 4990 OMAHA NE 68104 NONE PUBLIC CHARITY GOALS RESIDENT PROGRAMMING 44200 THE FOUNDATION FOR PALM SPRINGS UNIFIED SCHOOL DISTRICT 150 DISTRICT CENTER DRIVE PALM SPRINGS CA 92264 NONE PUBLIC CHARITY DRONE WORKSHOPS 25000 UNION FOR CONTEMPORARY ART 2417 BURDETTE STREET OMAHA NE 68111 NONE PUBLIC CHARITY YOUTH ENGAGEMENT PROGRAMS 75000 VOICE FOR COMPANION ANIMALS PO BOX 5256 GRAND ISLAND NE 68802 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10000 WOMEN'S CENTER FOR ADVANCEMENT 222 S 29TH STREET OMAHA NE 68131 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 60000 WOMEN'S FUND OF OMAHA 1111 N 13TH ST SUITE 106 OMAHA NE 68102 NONE PUBLIC CHARITY ADOLESCENT HEALTH PROJECT 60000 YOUTH EMERGENCY SERVICES 2679 FARNAM ST SUITE 205 OMAHA NE 68131 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 85000 4554302 0 14 1636 14 41124 18 3029635 0 3072395 0 3072395 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3250 0 0 OFFICE FURNITURE 2015-03-27 9035 9035 200DB 7.000000000000 0 0 OFFICE FURNITURE 2015-05-28 2989 2989 200DB 7.000000000000 0 0 SOFA 2015-05-29 2196 2196 200DB 7.000000000000 0 0 OFFICE FURNITURE 2015-06-04 6649 6649 200DB 7.000000000000 0 0 COMPUTER ACCESSORIES 2015-06-04 2058 2058 200DB 5.000000000000 0 0 FILE CABINET 2015-06-10 2003 2003 200DB 7.000000000000 0 0 OFFICE DECOR 2015-08-11 27256 27256 200DB 7.000000000000 0 0 OFFICE DECOR 2015-09-29 4815 4815 200DB 7.000000000000 0 0 OFFICE DECOR 2016-01-28 5000 4777 200DB 7.000000000000 223 0 OFFICE FURNITURE 2018-08-20 6477 5031 200DB 7.000000000000 578 0 LATERAL FILES & CABINETS 2019-10-04 2882 1869 200DB 7.000000000000 289 0 BOND FUNDS 687056 660436 EQUITIES 33299297 102581665 EQUITY FUNDS 3831940 3596565 OFFICE FURNITURE 9035 9035 0 OFFICE FURNITURE 2989 2989 0 SOFA 2196 2196 0 OFFICE FURNITURE 6649 6649 0 COMPUTER ACCESSORIES 2058 2058 0 FILE CABINET 2003 2003 0 OFFICE DECOR 27256 27256 0 OFFICE DECOR 4815 4815 0 OFFICE DECOR 5000 5000 0 OFFICE FURNITURE 6477 5609 868 LATERAL FILES & CABINETS 2882 2158 724 LEGAL FEES 10000 0 0 INSURANCE - UMBRELLA 1970 0 0 INSURANCE - WORKERS COMP 987 0 0 OPERATING EXPENSES 4934 0 0 SOFTWARE 1283 0 0 INSURANCE - LIABILITY, D AND O 8008 0 0 MILEAGE REIMBURSEMENT 214 0 0 PAYROLL LIABILITIES 3723 3930 CAPITAL ONE CREDIT CARD 59 93 EXCISE TAX 53708 0 0 PAYROLL TAXES 11678 0 0