2024-09-30T15:45:03-05:00 2023-12-31 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990PF 2023-01-01 263839487 CL WERNER FOUNDATION CLWE 4028071295 30809 REICHMUTH RD VALLEY NE 68064 MARY R WERNER PRESIDENT 4028071295 2024-09-27 1 1 MEGAN L KOZIOL CPA P01544037 4023302660 2024-09-27 2023 2024-10-15 13:58:12Z X 16568693 X 500000 15641 15641 383696 383696 441339 2596027 654126 92387 92387 1433063 1145850 0 0 0 2996 0 1827 2500 0 2500 121141 67141 54000 20986 8379 0 3912 0 3912 927 0 20 152462 75520 62259 2063703 1563703 2216165 75520 1625962 -783102 1070330 311972 21818 21818 13422583 13488567 14879366 738487 558712 539906 1011074 1103670 1127603 15484116 15172767 16568693 501169 0 501169 X 0 0 0 0 15484116 14671598 15484116 14671598 15484116 15172767 15484116 -783102 0 14701014 29416 14671598 PUBLICLY TRADED SECURITIES - MORGAN STANLEY P 2023-01-01 2023-12-31 293088 292443 645 645 PUBLICLY TRADED SECURITIES - MORGAN STANLEY P 2016-12-15 2023-12-31 2302781 1649458 653323 653323 GRANITE K-1 P 2022-01-01 2023-12-31 158 158 158 654126 14878 0 14878 0 14878 13600 0 6500 0 20100 59 5163 5163 0 0 0 0 0 0 0 0 0 0 0 1 1 NE 1 0 0 0 0 1 N/A CORNERSTONE LEGACY LLC 4028071295 30809 REICHMUTH ROAD VALLEY NE 68064 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CLARENCE L WERNER 30809 REICHMUTH ROAD VALLEY NE 68064 HONORARY CHAIR OF THE BOAR 0.50 0 0 0 MARY R WERNER 30809 REICHMUTH ROAD VALLEY NE 68064 PRESIDENT 0.50 0 0 0 STEFANIE K CHRISTENSEN 17075 DORA HAMANN PARKWAY OMAHA NE 68116 SECRETARY AND TREASURER 1.00 0 0 0 JOE HARTNETT 30809 REICHMUTH ROAD VALLEY NE 68064 BOARD MEMBER 1.00 0 0 0 WESTLEY WERNER 1180 CANTON STREET 229 ROSWELL GA 30075 BOARD MEMBER 1.00 0 0 0 AARON LUTTRELL 5340 S WASHINGTON ST LITTLETON CO 80121 BOARD MEMBER 1.00 0 0 0 LYNDSIE VACANTI 2108 S 181ST CIRCLE OMAHA NE 68130 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 0 15349592 117936 1076316 16543844 0 0 16543844 248158 16295686 814784 814784 14878 14878 799906 0 799906 0 799906 1625962 0 1625962 799906 0 0 886400 3561393 1449383 611675 6508851 1625962 0 0 0 799906 826056 0 0 7334907 0 0 0 0 0 0 886400 6448507 3561393 1449383 611675 826056 CLARENCE L WERNER SARA KUCERA 30809 REICHMUTH ROAD VALLEY NE 68064 4028071295 GRANTS@CLWERNERFOUNDATION.ORG GRANT APPLICATIONS SHOULD BE SUBMITTED ONLINE AT WWW.CLWERNERFOUNDATION.ORG/GRANT-APPLICATION. REQUIRED SUBMISSION DOCUMENTS INCLUDE: 501(C)(3) CONFIRMATION LETTER, MOST RECENT FORM 990, ITEMIZED PROJECT BUDGET (IF APPLICABLE), CURRENT FINANCIAL STATEMENT, AN IMPACT LETTER SETTING FORTH HOW THE GRANT FUNDS WILL BENEFIT THE ORGANIZATION, AND ANY OTHER DOCUMENTS RELEVANT TO THE GRANT REQUEST. THE FOUNDATION WILL REVIEW GRANT REQUESTS ON A QUARTERLY BASIS IN JANUARY, APRIL, JULY AND OCTOBER. GRANT RECIPIENTS MUST TAKE A YEAR OFF FROM APPLYING AFTER THREE SUCCESSIVE YEARS OF FOUNDATION SUPPORT. AMERICAN CANCER SOCIETY PO BOX 105455 ATLANTA GA 30348 PC GRANT FOR THE HOPE LODGE 30000 AT EASE USA 10605 BURT CIRCLE OMAHA NE 68114 PC GRANT FOR PTSD TREATMENT PROGRAMS FOR VETS, SERVICE MEMBERS 50000 AUTISM AUCTION PARTNERSHIP 10909 MILL VALLEY ROAD SUITE 205 OMAHA NE 68154 PC TO IMPROVE THE LIFE OF PERSONS ON THE AUTISM SPECTRUM 25000 AVENUE SCHOLARS 2121 NORTH 117TH AVE OMAHA NE 68164 PC TO PROVIDE FUNDING TO SUPPORT SUMMER BOOT CAMP PROGRAM 45000 BELLEVUE PUBLIC SCHOOLS FOUNDATION 2820 ARBORETUM DR BELLEVUE NE 68005 SO II TO PROVIDE SUPPORT FOR THE FRANK KUMOR CAREER CENTER PROGRAMS 8500 BOYS AND GIRLS CLUB OF THE MIDLANDS 2610 HAMILTON STREET OMAHA NE 68131 PC TO PROVIDE BEHAVIORAL GUIDANCE AND PROMOTE HEALTH, SOCIAL, EDUCATIONAL, VOCATIONAL OPPORTUNITIES 50000 BRAVEBE CHILD ADVOCACY CENTER 5025 GARLAND STREET LINCOLN NE 68504 PC TO SUPPORT EFFORTS FOR ANTI-TRAFFICKING AND CHILD EXPLOITATION RESPONSE PROGRAMS 25000 CENTRAL CATHOLIC DEVELOPMENT FOUNDATION 1200 RUBY AVENUE GRAND ISLAND NE 68803 PC TO PROVIDE FUNDING FOR THE GROUNDED IN FAITH-BUILDING OUR FUTURE CAMPAIGN 25000 CHILD SAVING INSTITUTE 4545 DODGE STREET OMAHA NE 68132 PC TO PROVIDE SUPPORT FOR THE INDEPENDENT LIVING SKILLS PROGRAM 25000 CHILDRENS HOSPITAL & MEDICAL CENTER FOUNDATION 8200 DODGE STREET OMAHA NE 68114 PC TO SUPPORT THE OPERATING COSTS FOR CHILDREN'S CAROLYN SCOTT RAINBOW HOUSE, WHICH PROVIDES LODGING & SUPPORT FOR PATIENT FAMILIES 25333 CHILDREN'S RESPITE CARE CENTER 5321 S 138TH STREET OMAHA NE 68137 PC TO PROVIDE SUPPORT FOR DAY HEALTH PROGRAMMING TO PROVIDE INTEGRATED SERVICES FOR CHILDREN WITH SPECIAL NEEDS 5000 CHRISTIAN HERITAGE CHILDREN'S HOME 14880 OLD CHENEY ROAD WALTON NE 68461 PC TO PROVIDE SUPPORT FOR FAMILIES TOGETHER PROGRAM 15000 COLLEGE OF SAINT MARY 7000 MERCY ROAD OMAHA NE 68106 PC TO PROVIDE SUPPORT FOR OPERATION SMART PROGRAM 4500 COMMUNITY INFORMATION TRUST 10050 REGENCY CIRCLE OMAHA NE 68114 PC TO SUPPORT OMAHA CENTRAL PUBLIC LIBRARY PROJECT 100000 COMPLETELY KIDS 2566 SAINT MARYS AVENUE OMAHA NE 68105 PC TO PROVIDE FUNDING FOR WEEKEND FOOD PROGRAM 15000 EDUCATE UGANDA 1225 N 136 AVENUE OMAHA NE 68154 PC TO HELP ORPHANED CHILDREN OF UGANDA WITH THEIR SCHOOL FEES, WORKING TO IMPROVE SCHOOLS IN UGANDA 50000 ELKHORN ATHLETIC ASSOCIATION 1402 N 203RD ST ELKHORN NE 68022 PC TO ASSIST WITH FINANCIAL AID SCHOLARSHIPS 15000 FOLDS OF HONOR FOUNDATION 5800 N PATRIOT DRIVE OWASSO OK 74055 PC TO PROVIDE EDUCATIONAL SCHOLARSHIPS FOR QUALIFYING SPOUSES AND/OR DEPENDENT CHILDREN 25000 GENERATION DIAMOND CORPORATION 4825 S 25TH STREET OMAHA NE 68107 PC TO PROVIDE SUPPORT FOR GENERAL PROGRAMS--CASE MANAGEMENT, WELLNESS, TATTOO REMOVAL, BASIC NEEDS 5000 HEAL OMAHA 11501 PEBBLEBROOK BLVD GRETNA NE 68028 PC TO PROVIDE FUNDING FOR STREET ROUNDS PROGRAM-VEHICLE PURCHASE 10000 HEARTLAND EQUINE THERAPEUTIC RIDING ACADEMY INC 10130 S 222ND ST GRETNA NE 68028 PC TO PROVIDE FUNDING TO SUPPORT HETRA IN CONTINUING TO PROVIDE VALUABLE PROGRAMMING FOR PARTICIPANTS WITH AUTISM 10120 HEARTLAND FAMILY SERVICES 2101 S 42ND STREET OMAHA NE 68105 PC TO PROVIDE FUNDING TO SUPPORT THE ADOPT A FAMILY INITIATIVE 20000 HEARTLAND HOPE MISSION 2021 U STREET OMAHA NE 68107 PC TO PROVIDE FUNDING THE FOOD PANTRY AND RESOURCES TO HELP CLIENTS BE FOOD SECURE AND SELF-SUFFICIENT 37500 INTERCULTURAL SENIOR CENTER 5545 CEMTER STREET OMAHA NE 68106 PC TO PROVIDE FUNDING SO THE CHARITY MAY PROVIDE INTERPRETATION SERVICES TO AID OLDER ADULTS IN ACCESSING HEALTH CARE, MENTAL HEALTH CARE, AND OTHER VITAL CARE SERVICES 5000 KIEWIT LUMINARIUM 345 RIVERFRONT DRIVE OMAHA NE 68102 PC TO PROVIDE FUNDING TO SUPPORT 100 NO COST MEMBERSHIPS TO LOWER INCOME FAMILIES 10000 LATINO CENTER OF THE MIDLANDS 4821 S 24TH ST OMAHA NE 68107 PC TO PROVIDE FUNDING IN SUPPORT OF PROVIDING EDUCATIONAL AND CULTURAL PROGRAMS TO THE LATINO COMMUNITY 10000 MENTAL HEALTH INNOVATION FOUNDATION 1550 MIKE FAHEY ST OMAHA NE 68102 PC TO PROVIDE FUNDING TO SUPPORT BUILDING OF BEHAVIORAL HEALTH & WELLNESS CENTER AT CHILDREN'S HOSPITAL 500000 MIDLAND UNIVERSITY 900 N CLARKSON ST FREMONT NE 68025 PC TO PROVIDE FUNDING IN SUPPORT OF NURSING SCHOLARHIPS AT MIDLAND UNIVERSITY 12500 NEBRASKA CHILDREN & FAMILIES FOUNDATION 215 CENTENNIAL MALL SOUTH LINCOLN NE 68508 PC TO PROVIDE FUNDING CAMP CATCH-UP WHICH PROVIDES OPPORTUNITIES FOR CHILDREN IN FOSTER CARE TO REUNITE WITH FAMILY MEMBERS; THIS DONATION WILL SUPPORT 10 CAMPERS AT $500 PER CAMPER 5000 NEBRASKA CHILDREN'S HOME SOCIETY 4939 S 118TH STREET OMAHA NE 68137 PC TO PROVIDE RESOURCES, SKILLS, AND SUSTAIN BEHAVIOR CHANGES TO ATTAIN AND PRESERVE ECONOMIC INDEPENDENCE 20000 NEBRASKA JOURNALISM TRUST 1111 NORTH 13TH STREET SUITE 145 OMAHA NE 68102 PC TO FUND THE OPERATIONS OF FLATWATER PRESS TO UNCOVER TRUTH, AMPLIFY DIVERSE VOICES AND ENRICH LIFE IN NEBRASKA WITH HIGH QUALITY, NONPARTISAN JOURNALISM 10000 NEBRASKA LUTHERAN OUTDOOR MINISTRIES INC 27416 RANCH ROAD ASHLAND NE 68003 PC TO EQUIP, TEACH AND EXCITE PEOPLE FOR DISCIPLESHIP THROUGH CAMP EXPERIENCES; TO PROVIDE SACRED HOSPITALITY AND TO NURTURE LEADERSHIP FOR SERVICE IN THE CHURCH AND WORLD 10000 OLLIE WEBB CENTER INC 1941 S 42ND ST OMAHA NE 68105 PC TO PROVIDE SUPPORT FOR TWO PROGRAM AGENCIES, CAREER SOLUTIONS AND THE ARC OF OMAHA, AND WILL ENHANCE SERVICES FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES 10000 OMAHA PERFORMING ARTS 1200 DOUGLAS ST OMAHA NE 68102 PC TO PROVIDE FUNDING TO SUPPORT HIGH SCHOOL AND MIDDLE SCHOOL ARTS EDUCATION PROGRAMMING TO PAY FOR TEACHING ARTISTS, SUPPLIES, PROMOTIONAL MATERIALS, ETC. 20000 OMAHA ZOO FOUNDATION 3701 SOUTH 10TH STREET OMAHA NE 68107 PC TO SUPPORT THE ORANGUTAN FOREST RENOVATIONS 500000 OPERA OMAHA 1850 FARNAM ST OMAHA NE 68102 PC TO PROVIDE SUPPORT FOR OPERA 360: GUIDED STUDENT EXPLORATION OF BACKSTAGE CAREERS PROGRAM 5000 PARTNERSHIP 4 KIDS 1004 FARNAM ST OMAHA NE 68102 PC TO PROVIDE FUNDING TO SUPPORT THE GRADES PROGRAMMING AND PLAYSMART INITIATIVES HELPING PROVIDE QUALITY PROGRAMS TO HELP THEM STAY ENGAGED IN SCHOOL 50000 RETRIEVING FREEDOM INC 20360 TANGLE NOOK ROAD SEDALIA MO 65301 PC TO IMPROVE THE QUALITY OF LIFE FOR DISABLED VETERANS AND AUTISTIC CHILDREN THROUGH THE PLACEMENT OF SKILLED, TRAINED SERVICE AND THERAPY COMPANION DOGS 50000 SKUTT CATHOLIC HIGH SCHOOL 3131 SOUTH 156TH STREET OMAHA NE 68130 PC TO FUND CAPITAL CAMPAIGN TO BUILD A NEW PERFORMING ARTS CENTER 125000 ST JOHN PAUL II NEWMAN CENTER 1221 S 71ST STREET OMAHA NE 68106 PC TO SUPPORT NEW LIFE RETREAT PROGRAM 2500 ST JOHN PAUL II NEWMAN CENTER 1221 S 71ST STREET OMAHA NE 68106 PC TO SUPPORT NEW LIFE RETREAT PROGRAM 4250 THE FURNITURE PROJECT-OMAHA 10808 J STREET OMAHA NE 68137 PC TO PROVIDE FUNDING TO SUPPORT OPERATIONS OF A CENTRALIZED WAREHOUSE USED FOR RESOURCES OF THEIR FURNITURE BANK USED TO BENEFIT THE MOST VULNERABLE POPULATIONS 10000 THE JET AWARD FOUNDATION & TRUST 11711 ARBOR STREET OMAHA NE 68144 PC TO PROVIDE FUNDING FOR SCHOLARSHIP PROGRAM 10000 THE NEW CASSEL FOUNDATION 900 N 90TH STREET OMAHA NE 68114 PC TO PROVIDE FUNDING FOR HELPING HANDS FUND 25000 TRI-FAITH INITIATIVE 13136 FAITH PLAZA OMAHA NE 68144 PC TO PROVIDE FUNDING IN SUPPORT OF THE UNITY GARDEN AND HOPE PROJECT 10000 UNITED WAY OF THE MIDLANDS 2201 FARNAM ST OMAHA NE 68102 PC TO PROVIDE FUNDING IN SUPPORT OF JAG (JOBS FOR AMERICA'S GRADUATES) NEBRASKA INITIATIVE TO ASSIST STUDENTS IN OVERCOMING EDUCATIONAL BARRIERS 25000 WINGS OF HOPE CANCER SUPPORT CENTER 427 E KANESVILLE BLVD COUNCIL BLUFFS IA 51503 PC TO PROVIDE FUNDING FOR HOPE FINANCIAL ASSISTANCE PROGRAM-GAS CARDS 6000 YMCA OF GREATER OMAHA 430 S 20TH STREET OMAHA NE 68102 PC TO PROVIDE FUNDING FOR STEM ENRICHMENT PROGRAM 7500 2063703 0 14 15641 14 383696 14 92387 18 441339 0 933063 0 933063 0 0 0 0 0 0 0 0 0 0 X X 1 CLARENCE L WERNER 3520 S 229TH ST ELKHORN NE 68022 500000 X ACCOUNTING FEES 2500 0 2500 BANK OF AMERICA CORP 50254 49807 ROYAL BANK OF CANADA 50058 48746 PHILIP MORRIS INTERNATIONAL INC 152006 147595 WELLS FARGO & CO 101484 97807 FRANKLIN RESOURCES INC 101765 97358 JPMORGAN CHASE & CO 103145 98593 WERNER ENTERPRISES 1193506 2658929 ISHARES CORE MSCI EMERGING 349934 296095 ISHARES CORE S&P 500 ETF 4234756 4857497 VANGUARD SMALL CAP ETF 199490 188584 VANGUARD TOTAL INT'L STOCK ETF 1177390 1171893 VANGUARD TOTAL STOCK MARKET ETF 105508 206381 ARTISAN DEVELOPMENT WORLD 695021 412217 ARTISAN SMALL MID GW 308231 250149 GUGGENHEIM MACRO OPPOR I 1438796 1310004 HARTFORD INT'L VALUE I 764707 798110 HARTFORD SH DURATION I 1029032 1056610 JOHCM INTERNATIONAL SEL INST 1121068 845760 LORD ABBETT INFL FOCUSED 871128 827137 GRANITE CREEK FLEXCAP II LP AT COST 1103670 1122614 ACCRUED INTEREST AT COST 0 4989 LEGAL FEES 2996 0 1827 UNREALIZED LOSS FROM DONATED STOCK 29416 MEETING EXPENSE 20 0 20 NONDEDUCTIBLE - GRANITE CREEK K-1 907 0 0 GRANITE CREEK K-1 92387 92387 92387 ADMINISTRATION FEES 60000 6000 54000 INVESTMENT MANAGEMENT FEES 61141 61141 0 FOREIGN TAXES 8379 8379 0 OTHER TAXES 12607 0 0