2024-07-23T15:21:24-05:00 2023-12-31 200424669 SP Group PC 1230 Aries Drive Suite A Lincoln NE 68512 990PF 2023-01-01 470772672 Lee and Debbie Stuart Family Foundation LEEA 4025253350 3617 Potomac Ln Lincoln NE 68516 Lee Stuart Chairman 4025253350 2024-07-16 1 Lee Stuart 999009999 1 David E Swan P00318925 4024207758 2024-07-16 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 5172513 X X 62 62 62 127733 127733 127733 -42556 467273 0 31 31 31 85270 127826 127826 0 0 0 0 3215 1608 1607 0 3991 3991 3991 0 58772 58385 58385 0 65978 63984 63983 0 258510 258510 324488 63984 63983 258510 -239218 63842 63843 14966 17981 17981 119732 137164 88022 5088054 4828389 5066510 5222752 4983534 5172513 0 0 X 0 0 74312 74312 5148440 4909222 5222752 4983534 5222752 4983534 5222752 -239218 0 4983534 0 4983534 Fidelity #2660 - Capital Gain Distribution P 1 1 1 Fidelity #2660 - Short Term Transactions P 91081 79594 11487 11487 Fidelity #2660 - Long Term Transactions P 113460 106327 7133 7133 Fidelity #2659 - Short Term Transactions P 6228 8937 -2709 -2709 Fidelity #2659 - Long Term Transactions P 55346 54165 1181 1181 Fidelity #2657 - Capital Gain Distribution P 1201 1201 1201 Fidelity #2657 - Long Term Transactions P 199956 260806 -60850 -60850 -42556 8778 887 0 887 0 887 1792 0 0 0 1792 0 905 905 0 0 0 0 0 0 0 0 0 0 0 1 1 NE 1 0 0 0 0 1 N/A Lee R Stuart 4025253350 3617 Potomac Ln Lincoln NE 68516 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Lee R Stuart 3617 Potomac Ln Lincoln NE 68516 President & Dir 4.00 0 0 0 James Stuart III 2001 Pine Lake Road Suite 400 Lincoln NE 68512 Director 1.00 0 0 0 Debra K Stuart 3617 Potomac Ln lincoln NE 68516 Vice President, Asst. Sec. & Director 1.00 0 0 0 Susan S Seiler 2001 Pine Lake Road Suite 400 Lincoln NE 68512 Vice President & Director 1.00 0 0 0 Madeline E Stuart 3617 Potomac Ln Lincoln NE 68516 Secretary/Treasurer & Director 1.00 0 0 0 Benjamin Stuart 3617 Potomac Ln Lincoln NE 68516 Director 1.00 0 0 0 NONE 0 NONE 0 0 4867921 175175 0 5043096 0 0 5043096 75646 4967450 248373 248373 887 887 247486 0 247486 0 247486 258510 0 258510 247486 258381 0 0 258510 258381 0 0 129 0 0 0 0 0 0 0 0 247357 0 0 0 Lee R Stuart Chairman Lee and Debbi 3617 Potomac Ln Lincoln NE 68516 4025253350 The organization requesting a grant should furnish an opinion to the effect that (1) the organization has been certified by the Internal Revenue Service and is in fact acting as an organization described in Section 501(C)(3) of the internal revenue code to which contributions are deductible under section 170(c)(2)(b) of the internal revenue code, and furnish the organization's tax identification number: and (2) that the organization is either: (A) one which comes within the definition contained in paragraphs (1), (2), or (3) of Section 509(A) of the internal revenue code: or (b) that if the organization is a "private foundation" as described in section 509(A) that it is also an "operating foundation" as defined in section 4942(j)(3) of the internal revenue code. Applications are accepted at any time. None Alzheimer's Association 1500 S 70th St Ste 201 Lincoln NE 68506 N/A Public Charitable 2500 American Cancer Society 7111 A Street STE 200 Lincoln NE 68510 N/A Public Charitable 5000 Canine Companions for Independence PO Box 446 Santa Rosa CA 954020446 N/A Public Charitable 2000 Capital Humane Society 2320 Park Blvd Lincoln NE 68502 N/A Public Charitable 5000 CenterPointe 2633 P Street lincoln NE 68503 N/A Public Charitable 12260 Dreamweaver Foundation 14600 Branch St Suite 113 OMaha NE 68154 N/A Public Charitable 2000 First Plymouth Church 2000 D Street lincoln NE 68502 N/A Public Charitable 3000 Food Bank of Lincoln 4840 Doris Blair Cir Ste A Lincoln NE 68504 N/A Public Charitable 10000 Foundation for Lincoln Public Schools 5905 O St Lincoln NE 68510 N/A Public Charitable 17500 Lighthouse 2601 N Street Lincoln NE 68510 N/A Public Charitable 2000 Lincoln Arts Council 211 N 14th St Lincoln NE 68508 N/A Public Charitable 7500 Lincoln Community Foundation 215 Centennial Mall South Rm 100 Lincoln NE 68508 N/A Public Charitable 32500 Lincoln Community Playhouse 2500 S 56th Street Lincoln NE 68506 N/A Public Charitable 1000 Lincoln Youth Complex 7600 N 70th Street Lincoln NE 68517 N/A Public Charitable 20000 Lux Center for the Arts 2601 N 48th Street Lincoln NE 68504 N/A Public Charitable 2550 Madonna Foundation 5401 SOUTH ST Lincoln NE 68506 N/A Public Charitable 5000 Matt Talbot Kitchen & Outreach 2121 N 27th Street Lincoln NE 68503 N/A Public Charitable 2500 MD Anderson Cancer Center 1515 Holcombe Blvd Houston TX 77030 N/A Public Charitable 5000 Michael J Fox Foundation 111 W 33rd St 10th Fl New York City NY 10120 N/A Public Charitable 10000 Nebraska Game & Parks Foundation PO Box 36 Waverly NE 68462 N/A Public Charitable 20000 Northstar Foundation 4242 N 49th Ave Omaha NE 68104 N/A Public Charitable 27200 Planned Parenthood of Lincoln NE 5631 S 8th St Ste 100 Lincoln NE 68516 N/A Public Charitable 5000 Rabble Mill 2005 Y St Ste 1 Lincoln NE 68503 N/A Public Charitable 2500 Rahr to the Rescue 12825 Modena CT Forth Worth TX 76126 N/A Public Charitable 5000 St Peters Catholic Church 4500 Duxhall Dr lincoln NE 68516 N/A Public Charitable 3000 U of N Foundation for Raikes School 1010 Lincoln Mall Ste 300 Lincoln NE 68508 N/A Public Charitable 5000 Ukranian Assumption Catholic Church Byzan 1513 Marth Street Omaha NE 68108 N/A Public Charitable 1000 Visionary Youth 1626 Blanca Drive Lincoln NE 68521 N/A public Charitable 10000 Platte River Whooping Crane Trust 9325 South Alda Road Wood River NE 68883 N/A Public Charitable 5000 Aksarben Foundation 2120 South 72nd Street Omaha NE 68124 N/A Public Charitable 1000 The Elmwood Community Foundation 217 North Jefferson Street Papillion NE 68046 N/A Public Charitable 2000 Omaha Habitat for Humanity 1229 Millwork Ave Suite 301 Omaha NE 68102 N/A Public Charitable 1000 Smile Together 40 Duke Medicine Circle Durham NC 27710 N/A Public Charitable 3000 Home Builders Foundation 88 Inverness Cirecle East E104 Englewood CO 80112 N/A Public Charitable 5000 Imagine Foundation 1400 Dixon Avenue Lafayette CO 800262790 N/A Public Charitable 5000 Joshua Collingsworth Memorial Foundation 8445 Executive Woods Dr Lincoln NE 68512 N/A Public Charitable 500 Museum of Nebraska Art 2401 Central Ave Kearney NE 68847 N/A public Charitable 5000 Osiri University Foundation 2737 N 49th Street Lincoln NE 68504 N/A Public Charitable 5000 258510 0 14 62 14 127733 14 31 18 -42556 0 85270 0 85270 0 0 0 0 0 0 0 0 0 0 Professional Fees 3215 1608 1607 0 SECURITIES AT COST 4828389 5066510 Management Fees 8401 8401 8401 0 Advisory Fees 47802 47802 47802 0 Other Fees 25 25 25 0 Longspur Fund, LP Fees 2157 2157 2157 0 Miscellaneous Expenses 387 0 0 0 Other Income 31 31 31 Foreign Taxes Paid 3991 3991 3991 0