2024-05-08T11:27:02-05:00 2023-12-31 Labenz & Associates LLC 8555 Pioneers Boulevard Lincoln NE 68520 990EZ 2023-01-01 476207481 NORALL SCHOLARSHIP TRUST c/o First Nebraska Trust Company % FIRST NEBRASKA TRUST COMPANY NORA 4024772200 PO BOX 81667 LINCOLN NE 685011667 Jaime Hemmerling TRUST OFFICER 4024772200 2024-05-05 true Jaime Hemmerling XXX-XX-XXXX true Vonita L Wood P00415828 4024378383 2024-05-01 2 2023 2023-04-26 12:10:37Z X X X X 35748 X 4885 30863 21317 9546 0 0 0 0 14431 12000 2027 820 44 14891 -460 119709 119249 X 7737 24738 0 0 111972 94511 119709 119249 0 0 119709 119249 X GRANTS TO LEXINGTON PUBLIC SCHOOL FOUNDATION. ON 8/1/2002, THE LEXINGTON PUBLIC SCHOOL FOUNDATION MERGED INTO THE LEXINGTON COMMUNITY FOUNDATION. THE NORALL SCHOLARSHIP TRUST PROVIDES GRANTS TO THE LEXINGTON PUBLIC SCHOOL FOUNDATION TO BE USED TO AWARD SCHOLARSHIPS. ON 8/1/2002, THE LEXINGTON PUBLIC SCHOOL FOUNDATION MERGED INTO THE LEXINGTON COMMUNITY FOUNDATION. THE NORALL SCHOLARSHIPS ARE TO BE AWARDED BY THE LEXINGTON COMMUNITY FOUNDATION TO STUDENTS WHO DESIRE TO OR ARE FURTHERING THEIR EDUCATION AND TRAINING IN MEDICAL FIELDS OF DENTISTRY, PHARMACY AND OPTOMETRY. SCHOLARSHIPS SHALL BE AWARDED ANNUALLY TO GRADUATING SENIORS OF HIGH SCHOOLS IN DAWSON COUNTY, NEBRASKA. 12000 12000 12000 FIRST NEBRASKA TRUST COMPANY TRUSTEE 1.0 2027 0 0 false false false false false 0 false false 0 0 0 false 0 0 false FIRST NEBRASKA TRUST COMPANY PO BOX 81667 LINCOLN NE 685011667 4024772200 false false false false false false false false X false false false NONE 0 NONE 0 true X X 1 LEXINGTON COMMUNITY FOUNDATION 470794760 7 true 12000 0 1 12000 0 true false false false false false false false false false false true false false false false true false true 0 0 3742 3742 0 2174 745 823 197943 13299 19 211261 0 0 211261 3169 208092 7283 0 7283 823 700 7283 7283 0 7283 12000 0 0 0 0 0 12000 12000 7283 164.7673 7283 0 6209 13350 13350 15000 15000 62909 0 7283 0 55626 12000 0 0 12000 0 0 67626 12276 13350 15000 15000 12000 Sch A Part IV Section D #2 & #3 AND Part V Section D #8: The Trust's Trustee has a close continuous working relationship with the Lexington Community Foundation personnel (Foundation) which results in the Foundation having a significant voice regarding the Trust's investment policies and directing the Trust's income/assets and results in the Trust being responsive to the Foundation and the Foundation being attentive to the Trust. The following activities and communications occur regularly: 1. The Trustee's investment manager communicates semi-annually or more often with the Foundation, to provide investment plans and to discuss input from the Foundation regarding the plans and any changes requested. 2. The Trustee writes to the Foundation annually and communicates via telephone with the Foundation quarterly or more often. 3. The Foundation tells the Trustee when the Foundation is ready to receive income. 4. The Trustee sends quarterly statements of assets and income to the Foundation. 5. The Foundation makes all decisions regarding the timing, manner and payees of scholarship grants paid from the income received from the Trust. 6. The Foundation maintains a separate scholarship fund and application form and process for the Norall Scholarship Trust income, such that not receiving the Trust's support would end the Norall Scholarship program activity of the Foundation. Form 990-EZ See the following page(s) for Schedule O information. FORM 990EZ PART I LINE 10 DONEES NAME:LEXINGTON COMMUNITY FOUNDATION GRANT AMOUNT:12000 FORM 990EZ PART I LINE 16 Description:FOREIGN TAX PAID Amount:44 FORM 990EZ PART II LINE 24 Description:CORPORATE COMMON STOCKS/EQUITY BOY Amount:78016 EOY Amount:61677 FORM 990EZ PART II LINE 24 Description:FIXED INCOME SECURITIES BOY Amount:33919 EOY Amount:32812