2024-12-12T16:53:18-05:00 2024-07-31 Labenz & Associates LLC 8555 Pioneers Boulevard Lincoln NE 68520 990PF 2023-08-01 470748466 Bernard K and Norma F Heuermann Foundation % JOHN ATKINS UNION BANK BERN 4028276990 Union Bk-Custodian 14400 Branch St Omaha NE 68154 BERNARD K HEUERMANN PRESIDENT 4028862911 2024-11-01 true true Karli M Mackley P02386305 4024378383 2024-11-01 2023 2024-10-15 13:58:12Z X 11144215 X 0 X 286939 286939 1574797 4025597 1574797 1861736 1861736 1500 1500 12884 3221 0 9663 3005 902 0 2103 40866 40866 37966 2082 27528 26679 849 123749 73750 0 14115 446000 446000 569749 73750 0 460115 1291987 1787986 159635 354793 354793 930168 0 0 2132 717 2132 2132 1851031 3015390 3021049 3063815 4221371 6867414 1202404 898915 898827 7207770 8492601 11144215 0 0 X 7207770 8492601 7207770 8492601 7207770 8492601 7207770 1291987 582 8500339 7738 8492601 SHORT TERM VARIOUS P 124926 148167 -23241 -23241 LONG TERM VARIOUS P 3900603 2302633 1597970 1597970 1574797 24853 24853 24853 18640 0 18640 6213 false false false 0 0 0 false false false false true true NE true false false false false true N/A JOHN ATKINS UNION BANK 4028276955 14400 BRANCH ST OMAHA NE 68154 false false false false false false false false false false false false false false false false false false false false Bernard Keith Heuermann 504 West Hwy 34 Phillips NE 68655 President/Director-As Needed 3.5 0 0 0 Norma F Heuermann 404 Woodland Drive Apt 406 Grand Island NE 68801 Vice Pres/Director-As Needed 3.5 0 0 0 Scott P Heuermann 11633 Whiterock Cr Roca NE 68430 Treasurer/Director-As Needed 3.5 1500 0 0 John B Atkins 14400 BRANCH STREET Omaha NE 68154 Director-As Needed 3.5 0 0 0 Scott Grafton 1228 L Street PO Box 228 Aurora NE 688180228 Secretary/Director-As Needed 3.5 0 0 0 9818213 966013 219 10784445 0 10784445 161767 10622678 531134 531134 24853 24853 506281 506281 506281 460115 0 0 0 0 460115 506281 445438 2021 2020 2019 0 0 0 0 0 460115 445438 14677 0 0 0 0 491604 0 0 0 0 0 See Attached Application Guidelines PO BOX 228 AURORA NE 68818 4028276990 AS NOTED ON THE ATTACHED APPLICATION THERE ARE NOT SUBMISSION DEADLINES PROPOSALS SHOULD BE IN THE RANGE OF $1,000 TO $25,000 EPWORTH VILLAGE PO BOX 503 YORK NE 68467 NONE PC TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 5000 HAMILTON COMMUNITY FOUNDATION INC 1216 L STREET AURORA NE 68818 NONE PC TO FUND THE FOLLOWING: DONOR ADVISED FUND $33,250; NEBRASKA WESLEYAN SCHOLARSHIP FUND $60,000; GO BIG GIVE PROJECT - $3,000 TO AURORA HUMANE SOCEITY, $5,000 TO HAMILTON COUNTY FOOD PANTRY INC., $8,000 TO HAMILTON COUNTY HISTORICAL SOCIETY; $5,000 TO MEMORIAL FOUNDATION, INC. AURORA NE, $2,500 TO NEBRASKA 4-H FOUNDATION, $15,000 TO PHILLIPS COMMUNITY FOUNDATION, $4,000 TO SOAR OF AURORA; $20,000 TO NEBRASKA CHRISTIAN SCHOOL OF CENTRAL CITY SCHOLARSHIP PROGRAM. 155750 HAMILTON COUNTY AG SOCIETY 301 A STREET AURORA NE 68818 NONE GOV TO FUND THE FAIR. 2500 MASONIC-EASTERN STAR HOME FOR CHILDREN BOX 1327 FREMONT NE 68205 NONE PC TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 6000 NEBRASKA CHRISTIAN SCHOOL 184 INSKIP AVE CENTRAL CITY NE 68826 NONE PC TO SUPPPORT THE GENERAL FUND. 50000 NEBRASKA WESLEYAN UNIVERSITY 5000 ST PAUL AVE LINCOLN NE 68504 NONE PC TO FUND THE ARCHWAY FUND. 25000 SHRINERS HOSPITAL FOR CHILDREN 2025 EAST RIVER PARKWAY MINNEAPOLIS MN 55414 NONE PC TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 6000 THE SHRINE BOWL OF NEBRASKA INC 332 CENTENNIAL MALL SOUTH BOX 92923 LINCOLN NE 68509 NONE PC TO SUPPORT THE TRANSPORTATION FUND. 1000 UNIVERSITY OF NEBRASKA FOUNDATION PO BOX 82555 LINCOLN NE 68501 NONE PC TO PROVIDE FUNDING FOR THE FOLLOWING: CENTER FOR PLANT SCIENCE INNOVATION FUND $25,000; LEAD AGRICULTURE LEADERSHIP FUND $2,000. 27000 HASTINGS COLLEGE FOUNDATION 710 NORTH TURNER AVENUE PO BOX 269 HASTINGS NE 68902 NONE PC TO SUPPORT THE 1882 FUND OF THE ORGANIZATION. 25000 HASTINGS SCOTTISH RITE FOUNDATION 411 N HASTINGS AVE HASTINGS NE 68902 NONE PC TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 2000 NEBRASKA PUBLIC MEDIA FOUNDATION 1800 N 33RD ST LINCOLN NE 68503 NONE PC TO SUPPORT CURRENT PROGRAMMING FOR NET FOUNDATION FOR TELEVISION. 10000 AMERICAN RED CROSS 404 E 3RD STREET GRAND ISLAND NE 68801 NONE PC TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 5000 PHILLIPS RURAL FIRE PROTECTION DISTRICTPHILLIPS VOLUNTEER FIRE AND RESCUE 234 5TH STREET PHILLIPS NE 68865 NONE PC TO SUPPORT DEPARTMENT EXPENSES FOR THE FIREWORK DISPLAY. 3000 HEARTLAND UNITED WAY PO BOX 98 AURORA NE 68818 NONE PC TO SUPPORT AURORA CHARITIES FUNDED BY THE ORGANIZATION. 5000 THE NEBRASKA MASONIC HOME 1300 AVENUE D PLATTSMOUTH NE 68048 NONE SO II TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 6000 SPECIAL OLYMPICS OF NEBRASKA INC PO BOX 8483 OMAHA NE 681080483 NONE PC TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 6000 THE MARK THALLANDER FOUNDATION 350 A PASADENA AVE SOUTH PASADENA CA 910302965 NONE PC TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 250 PHILLIPS UNITED METHODIST CHURCH 414 3RD STREET PHILLIPS NE 68865 NONE PC TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 5000 ARC OF NEBRASKA INC 215 Centennial Mall SOUTH Lincoln NE 68502 NONE PC TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 5000 CAMBRIDGE MEMORIAL HOSPITAL 1305 US HWY-6 34 CAMBRDIGE NE 69022 NONE PC TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 15000 BOY SCOUTS OF AMERICA COUNCIL C/O OVERLAND TRAILS COUNCIL PO BOX 1361 GRAND ISLAND NE 688021361 NONE PC IN SUPPORT OF THE HAMILTON COUNTY TROOP. 1000 BREMER COMMUNITY CENTER PO BOX 113 AURORA NE 68818 NONE POF EXPENDITURE RESPONSIBILITY GRANT. SEE ATTACHED. 5000 CREEK VALLEY SCHOOLS PO BOX 405 CHAPPELL NE 69129 NONE GOV TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 5000 EDGERTON EDUCATION FOUNDATION 208 16TH STREET AURORA NE 68818 NONE PC TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 22000 FARNAM ECONOMIC DEVELOPMENT CORP PO BOX 7 FARNAM NE 69029 NONE PC TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 9000 FOUNDATION FOR ANNIE JEFFREY PO BOX 428 531 BEEBE STREET OSCEOLA NE 68651 NONE PC TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 5000 FULLERTON'S FUTURE INC 903 BROADWAY STREET FULLERTON NE 68638 NONE PC TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 5000 HAMPTON PUBLIC SCHOOLS FOUNDATION 458 5TH STREET HAMPTON NE 68843 NONE PC TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 10000 NEBRASKA 4-H FOUNDATION 201 MUSSEHL HALL EAST CAMPUS PO BOX 830719 LINCOLN NE 68583 NONE PC TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 1500 NEBRASKA STATE HISTORICAL SOCIETY FOUNDATION 128 N 13TH ST STE 1010 LINCOLN NE 68508 NONE PC TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 3000 ROCK COUNTY SENIOR CENTER 204 SOUTH CLARK STREET P O BOX 59 BASSETT NE 68714 NONE PC TO FUND THE REPLACEMENT OF KITCHEN CUPBOARDS. 5000 WILLA CATHER FOUNDATION 413 NORTH WEBSTER STREET RED CLOUD NE 68970 NONE PC TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 2000 HAMILTON COUNTY YOUTH CENTER 1419 14TH STREET AURORA NE 68818 NONE PC TO FURTHER GENERAL PROGRAMS OF THE ORGANIZATION. 7000 446000 14 286939 18 1574797 1861736 1861736 false false false false false false false false false false TAX PREPARATION 3005 902 2103 Election to Amortize Bond Premium 1.171-4(a) and IRC section 171(c) Taxpayer hereby elects under Section 171(c) of the Internal Revenue Code to amortize bond premium pursuant to Treasury Regulation 1.171-4(a). CORPORATE BONDS 898915 898827 CORPORATE STOCK 4221371 6867414 3015390 3021049 LEGAL FEES 12884 3221 9663 PURCHASED INTEREST C/O TO NEXT YEAR 7738 INVESTMENT ADVISOR FEES 26679 26679 GUIDESTAR SERVICE FEE 849 849 PURCHASED INTEREST C/O TO CURRENT YEAR 582 CUSTODIAN & MANAGEMENT FEES 40866 40866 FOREIGN TAXES WITHHELD 2082 2082 FORM 990-W ESTIMATED TAX 18640 FORM 990-PF TAX DUE 17244