2024-05-01T09:05:20-05:00 2023-12-31 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990PF 2023-01-01 263837060 BYRON J AND LINDA A STIGGE FOUNDATION BYRO 4026594052 555 RIVERFRONT PLAZA 1102 OMAHA NE 68102 BYRON STIGGE PRESIDENT 4026594052 2024-04-30 1 BYRON STIGGE 999009999 1 JAMES L SOUSLEY CPA P00283883 4023302660 2024-04-30 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1073941 X 1480 X 19 19 25800 25800 28905 287418 28905 56204 54724 0 0 0 0 0 1150 575 0 575 10458 10458 0 0 3182 116 0 0 28 0 0 28 14818 11149 0 603 52725 52725 67543 11149 0 53328 -11339 43575 0 46741 5451 5451 941527 959782 959782 0 108708 108708 988268 1073941 1073941 0 0 X 0 0 0 0 988268 1073941 988268 1073941 988268 1073941 988268 -11339 97012 1073941 0 1073941 PUBLICLY TRADED SECURITIES 2023-01-01 2023-06-30 49620 63507 -13887 -13887 PUBLICLY TRADED SECURITIES 2020-01-01 2023-06-30 236318 195006 41312 41312 CAPITAL GAINS DIVIDENDS P 1480 1480 1480 28905 606 0 606 0 606 1800 0 0 0 1800 0 1194 1194 0 0 0 0 0 0 0 0 0 0 0 1 1 NE 1 0 0 0 0 1 N/A BYRON J STIGGE 4026594052 555 RIVERFRONT PLAZA 1102 OMAHA NE 68102 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BYRON J STIGGE 555 RIVERFRONT PLZ 1102 OMAHA NE 68102 DIRECTOR 4.00 0 0 0 LINDA A STIGGE 555 RIVERFRONT PLZ 1102 OMAHA NE 68102 DIRECTOR 2.00 0 0 0 BYRON J STIGGE JR 135 PLYMOUTH STREET LOFT 203 BROOKLYN NY 11201 DIRECTOR 1.00 0 0 0 HELEN G HAMMOND PO BOX 758 YUCCA AZ 86438 DIRECTOR 1.00 0 0 0 ELIZABETH A MCGUIRE 401 NORTH 61ST STREET OMAHA NE 68132 DIRECTOR 1.00 0 0 0 MARY M FAHRENKRUG 22202 STONEYBROOKE DRIVE COUNCIL BLUFFS IA 51503 DIRECTOR 1.00 0 0 0 ANN M GOMEZ 22492 E PEAKVIEW DRIVE AURORA CO 80016 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1003235 34873 0 1038108 0 0 1038108 15572 1022536 51127 51127 606 606 50521 0 50521 0 50521 53328 0 53328 50521 0 0 8444 2053 22775 33272 53328 0 0 0 50521 2807 0 0 36079 0 0 0 0 0 0 0 36079 8444 2053 22775 2807 BYRON J STIGGE LINDA A STIGGE X PROJECT HARMONY 11949 Q ST OMAHA NE 68137 PC SUPPORT PROGRAMS TO PROTECT AND SUPPORT CHILDREN, COLLABORATE WITH PROFESSIONALS AND ENGAGE THE COMMUNITY TO END CHILD ABUSE AND NEGLECT. 1000 CUES FUND 2207 WIRT ST OMAHA NE 68110 PC PROVIDES CENTRALIZED LEADERSHIP AND GOVERNANCE TO THREE URBAN ELEMENTARY SCHOOLS IN OMAHA, NE SERVING A MAJORITY OF LOW-INCOME STUDENTS AND FAMILIES. 7500 GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY INC 25 ELM PLACE BROOKLYN NY 11201 PC EMPOWERS INDIVIDUALS WITH DISABILITIES AND OTHER BARRIERS TO EMPLOYMENT TO GAIN INDEPENDENCE THROUGH THE POWER OF WORK. 5000 NOTRE DAME SISTERS OF OMAHA 3501 STATE ST OMAHA NE 68112 PC SUPPORT INDEPENDENT AND ASSISTED LIVING FOR LOW INCOME SENIORS 17500 CATHEDRAL ARTS PROJECT 2222 N 111TH STREET OMAHA NE 68164 PC SUPPORT INSTRUCTION IN THE VISUAL AND PERFORMING ARTS TO THE UNDERSERVED ELEMENTARY STUDENTS. 13275 ST CECILIA'S CATHEDRAL 701 N 40TH ST OMAHA NE 68131 PC SUPPORT THE CATHOLIC EDUCATION OF CHILDREN AT THE PARISH GRADE SCHOOL AND THE PARISH MASS AND CHOIR MINISTRIES. 5000 BETHLEHEM HOUSE 2301 SOUTH 15TH STREET OMAHA NE 68108 PC SUPPORT SERVICES AND LIFE SKILLS TRAINING FOR PREGNANT WOMEN. 1000 SKUTT CATHOLIC HIGH SCHOOL 3131 S 156TH STREET OMAHA NE 68130 PC SUPPORT CATHOLIC COLLEGE PREPARATORY EDUCATION FOR HIGH SCHOOL STUDENTS. 1450 THE SUNNY SIDE FOUNDATION PO BOX 133 ELKHORN NE 68022 PC SUPPORT FOR SERVICES TO FAMILIES WHO EXPERIENCE PREGNANCY AND INFANT LOSS. 1000 52725 0 14 19 14 25800 18 28905 0 54724 0 54724 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1150 575 0 575 LORD ABBETT BOND DEBENTURE I 52341 52341 NUVEEN PREFERRED SECURITIES AND INCOME FUND CLASS I 56367 56367 ABBVIE INC 12708 12708 ACCENTURE PLC IRELAND CL A 11229 11229 AMER ELECTRIC POWER CO 7391 7391 AMGEN INC 17281 17281 ANALOG DEVICES INC 24224 24224 APPLE INC 134771 134771 AUTOMATIC DATA PROCESSING INC 12813 12813 BROADCOM INC 53580 53580 CHUBB LTD CHF 18984 18984 CISCO SYSTEMS INC 17480 17480 COCA COLA CO COM 18622 18622 DIAGEO PLC NEW GB SPON ADR 9759 9759 DISCOVER FINANCIAL SERVICES 10790 10790 EOG RESOURCES INC 14877 14877 EXXON MOBIL CORP 11198 11198 HOME DEPOT INC 10397 10397 JOHNSON & JOHNSON COM 19906 19906 JPMORGAN CHASE & CO 22283 22283 LINDE PLC NEW EUR 21768 21768 MARSH & MCLENNAN COS INS 14021 14021 MCDONALDS CORP 18977 18977 MICROSOFT CORP 45125 45125 MORGAN STANLEY 7553 7553 NEXTERA ENEREGY INC COM 4677 4677 ORACLE CORP 12335 12335 PHILLIPS 66 16776 16776 REPUBLIC SERVICES INC 14347 14347 ROCKWELL AUTOMATION INC NEW 11798 11798 RTX CORP 17922 17922 STARBUCKS CORP 10849 10849 TEXAS INSTRUMENTS 13296 13296 UNION PACIFIC CORP 10807 10807 UNITED PARCEL SERVICE INC CL B 13050 13050 UNITEDHEALTH GROUP INC 12635 12635 FIRST TRUST ENERGY ALPHADEX FUND ETF 14237 14237 FIRST TRUST MATERIALS ALPADEX FUND ETF 15309 15309 FIRST TR NORTH AMERICAN ENERGY INFRASTRUCTURE FD ETF 28770 28770 ISHARES S&P 500 GROWTH ETF 22530 22530 VANGUARD DIVID APPRECIATION ETF 34080 34080 ABBEY CAPITAL FUTURES STRATEGY FUND CLASS I 54525 54525 CALAMOS MARKET NEUITRAL INCOME FUND CLASS I 78206 78206 GATEWAY FUND CLASS Y 37896 37896 FILING FEES 28 0 0 28 UNREALIZED GAIN 97012 INVESTMENT MANAGEMENT FEES 10458 10458 0 0 FEDERAL TAXES 3066 0 0 0 FOREIGN TAXES 116 116 0 0