SEIDLER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SEIDLER FOUNDATION (EIN 42-1209825)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-12
- IRS object ID
- 202421339349100812
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-12T21:53:17-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 LOCUST STREET SUITE 640 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503092354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421209825 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEIDLER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MR HARVEY KADLEC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEID | BusinessNameControlTxt |
| Phone | 5154804850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1297 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503051297 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN SEIDLER NERMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5154804850 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | SEIDLER NERMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHY FAIRCHILD | PreparerPersonNm |
| PTIN | P00222608 | PTIN |
| Phone | 5155586600 | PhoneNum |
| Preparation | 2024-04-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $81,023,193 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $31,793,252 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,557,008 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,557,008 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$201,896 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,456,989 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,148,364 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,557,008 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,720 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,720 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $174,535 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $174,535 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,958 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $278 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,230 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,616 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,614 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $208,163 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $182,149 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,334 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,882,726 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,882,726 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,090,889 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $182,149 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,890,060 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,057,475 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,374,859 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,923,305 | CashBOYAmt |
| Cash EOY | $322,072 | CashEOYAmt |
| Cash EOYFMV | $322,072 | CashEOYFMVAmt |
| Acct Rcvbl | $375 | AcctRcvblAmt |
| Acct Rcvbl EOY | $375 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $58,445 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,934,754 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,990,578 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $19,961,517 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,052,771 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,341,149 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $762,144 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,330,701 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,452,082 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,075,020 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,138,788 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,858,867 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $43,721,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,779,461 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $81,023,193 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $398 | CapitalStockBOYAmt |
| Capital Stock EOY | $398 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $43,721,588 | RetainedEarningBOYAmt |
| Retained Earning EOY | $73,779,063 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,721,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $73,779,461 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,721,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $73,779,461 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,721,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,057,475 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $73,779,461 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $73,779,461 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS ON PUBLICLY TRADED SECURITY | P | $29,212,748 | $29,658,885 | -$446,137 | -$446,137 |
| DM KELLY CAPITAL GAIN DISTRIBUTION | P | $231,661 | $231,661 | $231,661 | |
| JP MORGAN CAPITAL GAIN DISTRIBUTION | P | $6,969 | $6,969 | $6,969 | |
| MORGAN STANLEY CAPITAL GAIN DISTRIB | P | $5,611 | $5,611 | $5,611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$201,896 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,111 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,111 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,111 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $431 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HARVEY L KADLEC | IndividualWithBooksNm |
| Phone | 5152440300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1297 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STANLEY B SEIDLER | ||||||||
| PO BOX 1297 | DES MOINES | IA | 50305 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| CAROL SEIDLER MAVRAKIS | ||||||||
| PO BOX 1297 | DES MOINES | IA | 50305 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUSAN SEIDLER NERMAN | ||||||||
| PO BOX 1297 | DES MOINES | IA | 50305 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $50,220,915 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $536,104 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,757,019 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,757,019 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $761,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,995,664 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,499,783 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,499,783 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,111 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,111 | TotalTaxAmt |
| Distributable Before Adj | $2,480,672 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,480,672 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,480,672 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,890,060 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,890,060 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,480,672 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $26,409 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $86,654 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,806 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $153,869 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,890,060 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,480,672 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $409,388 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $563,257 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $563,257 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $26,409 | ExcessFromYear3Amt |
| Excess From Year2 | $86,654 | ExcessFromYear2Amt |
| Excess From Year1 | $40,806 | ExcessFromYear1Amt |
| Excess From Current Year | $409,388 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STANLEY B SEIDLER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STANLEY B SEIDLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1297 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5152440300 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (140 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCACY AND RESOURCE CENTER | |||||||
| 136 COFEEN AVE | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $8,000 |
| ALSACST JUDES HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN PUBLIC SQUARE | |||||||
| 300 E 39TH STREET 4F | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL SUPPORT | $50,000 |
| ANIMAL ADOPTION CENTER INCDOG AND CAT SHELTER | |||||||
| PO BOX 8532 270 EAST | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $500 |
| ARIZONA COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK RD SUITE 405B | PHOENIX | AZ | 85016 | NONE | PC | GENERAL SUPPORT | $4,500 |
| BELOIT COLLEGE | |||||||
| 700 COLLEGE ST | BELOIT | WI | 53511 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BIG HORN AUDUBON SOCIETY | |||||||
| PO BOX 535 | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BIG HORN EQUESTRIAN CENTER | |||||||
| 352 BIRD FARM RD | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $500 |
| BIG HORN RIVER ALLIANCE | |||||||
| 5000 SOUTHGATE DR | BILLINGS | MT | 59101 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BLACK MOUNTAIN NORDIC | |||||||
| PO BOX 593 | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $8,000 |
| BOYS AND GIRLS CLUB OF CENTRAL IOWA | |||||||
| 1421 WALKER ST | DES MOINES | IA | 50316 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BRADFORD BRINTON MEMORIAL & MUSEUM | |||||||
| PO BOX 460 | BIG HORN | WY | 82833 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BRAIN CHEMISTRY LABS | |||||||
| PO BOX 3464 | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $100,000 |
| CENTER FOR A VITAL COMMUNITY | |||||||
| 245 S BROADWAY | SHERIDAN | WY | 82072 | NONE | PC | GENERAL SUPPORT | $15,000 |
| CENTER FOR THE ARTS | |||||||
| PO BOX 860 | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CHAPS | |||||||
| 1590 SUGARLAND DR STE B | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $8,000 |
| CHILDREN & FAMILIES OF IOWA | |||||||
| 1111 UNIVERSITY AVE | DES MOINES | IA | 50314 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CHILDRENS HOME AND AID | |||||||
| 125 S WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | GENERAL SUPPORT | $2,500 |
| CLIMB WYOMING | |||||||
| 1001 W 31 ST | CHYEYENNE | WY | 82001 | NONE | PC | GENERAL SUPPORT | $10,000 |
| COE COLLEGE BRAXTON JANDA | |||||||
| 1220 1ST AVE NE | CEDAR RAPIDS | IA | 52402 | NONE | I | SCHOLARSHIP | $5,000 |
| COE COLLEGE SKYLER LYNAS | |||||||
| 1220 1ST AVE NE | CEDAR RAPIDS | IA | 52402 | NONE | I | SCHOLARSHIP | $5,000 |
| COE COLLEGE TER MAINA | |||||||
| 1220 1ST AVE NE | CEDAR RAPIDS | IA | 52402 | NONE | I | SCHOLARSHIP | $10,000 |
| COMMUNITY FOUNDATION OF DES MOINES | |||||||
| 1915 GRAND AVE | DES MOINES | IA | 50309 | NONE | PC | GENERAL SUPPORT | $15,000 |
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| PO 574 | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $2,700 |
| COMMUNITY OF JACKSON HOLE WLG EMERG | |||||||
| PO BOX 574 | JACKSON HOLE | WY | 83001 | NONE | PC | GENERAL SUPPORT | $2,700 |
| COMMUNITY SAFETY NETWORK | |||||||
| PO BOX 1328 | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $10,000 |
| COMPASS CENTER FOR FAMILIES | |||||||
| 1095 SUGARVIEW DR | SHERIDAN | WY | 82072 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CONCORDIA UNIVERSITY DANIKA BURKETT | |||||||
| 800 N COLUMBIA AVE | SEWARD | NE | 68434 | NONE | I | SCHOLARSHIP | $10,000 |
| CORNELL COLLEGE - GENERAL FUND | |||||||
| 600 FIRST ST SW | MT VERNON | IA | 52314 | NONE | PC | GENERAL SUPPORT | $625,000 |
| CORNELL COLLEGE LEVI THOMPSON | |||||||
| 600 FIRST ST SW | MT VERNON | IA | 52314 | NONE | I | SCHOLARSHIP | $14,666 |
| DANCER'S WORKSHOP | |||||||
| 240 S GLENWOOD ST PO BOX 1500 | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $2,500 |
| DES MOINES ART CENTER | |||||||
| 4700 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | GENERAL SUPPORT | $117,500 |
| DES MOINES COMMUNITY PLAYHOUSE | |||||||
| 831 42ND ST | DES MOINES | IA | 50312 | NONE | PC | GENERAL SUPPORT | $1,000 |
| DES MOINES METRO OPERA | |||||||
| 106 W BOSTON AVE | INDIANOLA | IA | 50125 | NONE | PC | GENERAL SUPPORT | $181,667 |
| DES MOINES SYMPHONY | |||||||
| 1011 LOCUST ST | DES MOINES | IA | 50309 | NONE | PC | GENERAL SUPPORT | $2,000 |
| EMERSON COLLEGE AVA KEVITT | |||||||
| 120 BOYLSTON ST | BOSTON | MA | 02116 | NONE | I | SCHOLARSHIP | $10,000 |
| EMORY UNIVERSITY | |||||||
| 1762 CLIFTON RD NE | ATLANTA | GA | 30322 | NONE | PC | GENERAL SUPPORT | $4,000 |
| ENGLEWOOD ARTS | |||||||
| 10900 E WINNER RD | INDEPENDENCE | MO | 64052 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FOOD BANK OF IOWA | |||||||
| 220 E 17TH ST | DES MOINES | IA | 50309 | NONE | PC | GENERAL SUPPORT | $150,000 |
| FOOD BANK OF WYOMING | |||||||
| PO BOX 1540 | EVANSVILLE | WY | 82636 | NONE | PC | GENERAL SUPPORT | $60,000 |
| FOOTHILLS FOOD BANK | |||||||
| 5038 HIDDEN VALLEY DR | CAVE CREEK | AZ | 85330 | NONE | PC | GENERAL SUPPORT | $20,000 |
| FORT PHIL KEARNY BOZEMAN TRAIL ASSN | |||||||
| 528 WAGON BOX RD | BANNER | WY | 82832 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FRIENDS OF PUBLIC RADIO ARIZONA (FPRAZ) | |||||||
| 2323 W 14TH STREET 4TH FLOOR | TEMPE | AZ | 85281 | NONE | PC | GENERAL SUPPORT | $500 |
| GIFFORDS | |||||||
| PO BOX 51196 | WASHINGTON | DC | 20091 | NONE | PC | GENERAL SUPPORT | $1,000 |
| GRAND TETON MUSIC FESTIVAL | |||||||
| 4015 N LAKE CREEK DR | WILSON | WY | 83014 | NONE | PC | GENERAL SUPPORT | $50,000 |
| GREAT JOBS KC | |||||||
| 8080 WARD PARKWAY SUITE 402 | KANSAS CITY | MO | 64114 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL AND INTL AFFAIRS | |||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HARVESTERS - THE COMMUNITY FOOD NETWORK | |||||||
| 3801 TOPPING AVENUE | KANSAS CITY | MO | 64129 | NONE | PC | GENERAL SUPPORT | $100,000 |
| HEARD MUSEUM | |||||||
| 2301 N CENTRAL AVE | PHOENIX | AZ | 85004 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HOMES OF OAKRIDGE | |||||||
| 1401 CENTER ST | DES MOINES | IA | 50314 | NONE | PC | GENERAL SUPPORT | $4,000 |
| IOWA STATE UNIVERSITY ADONIS KUUNDU | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50013 | NONE | I | SCHOLARSHIP | $10,000 |
| IOWA STATE UNIVERSITY AMANDA BECKET | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50013 | NONE | I | SCHOLARSHIP | $10,000 |
| IOWA STATE UNIVERSITY ANGEL CONTRER | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50011 | NONE | I | SCHOLARSHIP | $5,000 |
| IOWA STATE UNIVERSITY CAYN HORNING | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50013 | NONE | I | SCHOLARSHIP | $5,000 |
| IOWA STATE UNIVERSITY DAVONTE TOWNS | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50013 | NONE | I | SCHOLARSHIP | $10,000 |
| IOWA STATE UNIVERSITY ELIZABETH PEA | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50013 | NONE | I | SCHOLARSHIP | $5,000 |
| IOWA STATE UNIVERSITY JAMEY NGUYEN | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50011 | NONE | I | SCHOLARSHIP | $5,000 |
| IOWA STATE UNIVERSITY JOHANNA MALDA | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50011 | NONE | I | SCHOLARSHIP | $5,000 |
| IOWA STATE UNIVERSITY YAO AMEGAANDJ | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50013 | NONE | I | SCHOLARSHIP | $10,000 |
| JACKSON HOLE JEWISH COMMUNITY | |||||||
| PO BOX 10667 | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $12,000 |
| JEFFERSON HIGH SCHOOL | |||||||
| 1243 20TH ST SW | CEDAR RAPIDS | IA | 52504 | NONE | PC | DELL COMPUTERS - 21 | $17,393 |
| JEWISH FEDERATION OF DES MOINES | |||||||
| 33158 UTE AVE | WAUKEE | IA | 50203 | NONE | PC | GENERAL SUPPORT | $275,000 |
| JEWISH FEDERATION OF KANSAS CITY | |||||||
| 5801 W 115TH ST | OVERLAND PARK | KS | 66211 | NONE | PC | GENERAL SUPPORT | $53,050 |
| JEWISH FEDERATION OF SOUTHERN ARIZONA | |||||||
| 3718 E RIVER RD STE 100 | TUCSON | AZ | 85718 | NONE | PC | GENERAL SUPPORT | $1,000 |
| JOSEPH NOLAN BEVERLY CADDY FUND | |||||||
| 619 SHERIDAN ROAD | WINNETKA | IL | 60093 | NONE | PC | GENERAL SUPPORT | $500 |
| KANSAS CITY ART INSTITUTE | |||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL SUPPORT | $105,000 |
| KANSAS CITY FRIENDS OF ALVIN AILEY | |||||||
| 1714 EAST 18TH STREET | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL SUPPORT | $5,000 |
| KANSAS CITY PUBLIC TV | |||||||
| 125 E 31ST | KANSAS CITY | MO | 54108 | NONE | PC | GENERAL SUPPORT | $5,000 |
| KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | |||||||
| 1891 CONSTANT AVE | LAWRENCE | KS | 66047 | NONE | PC | GENERAL SUPPORT | $1,000 |
| KCUR NATIONAL PUBIC RADIO | |||||||
| 4825 TROOST ST | KANSAS CITY | MO | 64110 | NONE | PC | GENERAL SUPPORT | $5,000 |
| KEHILATH ISRAEL SYNAGOGUE | |||||||
| 10501 CONSER ST | OVERLAND PARK | KS | 66212 | NONE | PC | GENERAL SUPPORT | $2,500 |
| KIRKWOOD COMMUNITY COLLEGE CATHERIN | |||||||
| 6301 KIRKWOOD BLVD SW | CEDAR RAPIDS | IA | 52404 | NONE | I | SCHOLARSHIP | $5,000 |
| KIRKWOOD COMMUNITY COLLEGE JOCELYN | |||||||
| 6301 KIRKWOOD BLVD SW | CEDAR RAPIDS | IA | 52404 | NONE | I | SCHOLARSHIP | $5,000 |
| KIRKWOOD COMMUNITY COLLEGE KAYLA PO | |||||||
| 6301 KIRKWOOD BLVD SW | CEDAR RAPIDS | IA | 52404 | NONE | I | SCHOLARSHIP | $5,000 |
| KIRKWOOD COMMUNITY COLLEGE TIFFANIE | |||||||
| 6301 KIRKWOOD BLVD SW | CEDAR RAPIDS | IA | 52404 | NONE | I | SCHOLARSHIP | $5,000 |
| MAZON | |||||||
| PO BOX 96119 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL SUPPORT | $2,000 |
| MERCY HOME FOR BOYS AND GIRLS | |||||||
| 1140 WEST JACKSON BLVD | CHICAGO | IL | 60607 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MOUNT MERCY UNIVERSITY ANNA NTOLE | |||||||
| 1330 ELMHURST DR NE | CEDAR RAPIDS | IA | 52402 | NONE | I | SCHOLARSHIP | $10,000 |
| MT VERNON SCHOOL DISTRICT FUND | |||||||
| 525 PALSADES RD SW | MT VERNON | IA | 52314 | NONE | PC | GENERAL SUPPORT | $7,500 |
| NATIONAL MUSEUM OF WILDLIFE ART | |||||||
| PO BOX 6825 | JACKSON | WY | 83002 | NONE | PC | GENERAL SUPPORT | $2,000 |
| NELSON ATKINS MUSEUM OF ART | |||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NORTHERN MICHIGAN UNIVERSITY MIKAYL | |||||||
| 1401 PRESQUE ISLE AVE | MARQUETTE | MI | 49855 | NONE | I | SCHOLARSHIP | $5,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 28274 NETWORK PLACE | CHICAGO | IL | 60673 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ORCHARD PLACE | |||||||
| PO BOX 35425 | DES MOINES | IA | 50315 | NONE | PC | GENERAL SUPPORT | $4,000 |
| PHOENIX ART MUSEUM | |||||||
| 1625 N CENTRAL AVE | PHOENIX | AZ | 85004 | NONE | PC | GENERAL SUPPORT | $1,500 |
| PLANNED PARENTHOOD OF THE HEARTLAND | |||||||
| PO 4557 | DES MOINES | IA | 50305 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS INC | |||||||
| 7155 E 38TH AVE | DENVER | CO | 80207 | NONE | PC | GENERAL SUPPORT | $2,000 |
| POWDER RIVER BASIN RESOURCE COUNCIL | |||||||
| 934 N MAIN ST | SHERIDAN | WY | 82072 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PROJECT SCHOOLHOUSE | |||||||
| PO BOX 69 | AUSITN | TX | 78767 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PROTECT OUR WATERS JACKSON HOLE | |||||||
| PO BOX 1014 | WILSON | WY | 830141014 | NONE | PC | GENERAL SUPPORT | $15,000 |
| REPRODUCTIVE HEALTH CARE OF THE BIGHORNS | |||||||
| 128 SOUTH THURMOND STREET SHERIDAN | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $8,000 |
| SCIENCE KIDS | |||||||
| 1081 AIRPORT RD | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $4,000 |
| SECOND CHANCE CAT RESCUE INC | |||||||
| 134 VEDDER RD | ST JOHNSVILLE | NY | 13452 | NONE | PC | GENERAL SUPPORT | $500 |
| SHERIDAN COMMUNITY LAND TRUST | |||||||
| PO BOX 7185 | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $22,000 |
| SHERIDAN COUNTY LIBRARY FUND | |||||||
| 335 W ALGER ST | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $2,000 |
| SHERIDAN FOSTER PARENT EXCHANGE | |||||||
| PO BOX 3055 | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $2,000 |
| SHERIDAN SENIOR CENTER-THE HUB ON SMITH | |||||||
| 211 SMITH STREET | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 S ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SMILE TRAIN | |||||||
| PO BOX 96208 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL SUPPORT | $1,000 |
| STRIPPING FOR A CURE | |||||||
| PO BOX 11034 | JACKSON HOLE | WY | 83002 | NONE | PC | GENERAL SUPPORT | $250 |
| TEMPLE BNAI JESHRUN | |||||||
| 5101 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | GENERAL SUPPORT | $15,000 |
| TEMPLE UNIVERSITY | |||||||
| 1801 NORTH BROAD STREET | PHILADELPHIA | PA | 19122 | NONE | PC | SCHOLARSHIP | $10,000 |
| TETON LITERACY CENTER | |||||||
| PO 425 | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $10,000 |
| TETON PARKIES | |||||||
| 425 FRANCIS WAY | JACKSON HOLE | WY | 83001 | NONE | PC | GENERAL SUPPORT | $1,000 |
| TETON YOUTH AND FAMILY SERVICES | |||||||
| 510 S CACHE ST | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE FOOD GROUP | |||||||
| 51 COFFEEN AVE ST 101 | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $69,000 |
| UNICEF USA | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $500 |
| UNITED STATES HOLOCAUST MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE | WASHINGTON | DC | 20024 | NONE | PC | GENERAL SUPPORT | $2,500 |
| UNITED WAY | |||||||
| 111 NINTH ST STE100 | DES MOINES | IA | 50314 | NONE | PC | GENERAL SUPPORT | $20,000 |
| UNIVERSITY OF ILLINIOS FOUNDATION | |||||||
| 1305 W GREN ST | URBANA | IL | 61801 | NONE | PC | GENERAL SUPPORT | $4,000 |
| UNIVERSITY OF IOWA CARLEE ALLYAH-TR | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $1,800 |
| UNIVERSITY OF IOWA CHARLOTTE LOKINU | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $10,000 |
| UNIVERSITY OF IOWA ELMINA HEDER | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF IOWA JERIMY PANDURO O | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $10,000 |
| UNIVERSITY OF IOWA KILEY MAYLAND | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $10,000 |
| UNIVERSITY OF IOWA RYLIE GROMMON | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF IOWA UI SERVICE CENT | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF IOWA UI SERVICE CENTE | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF IOWA UI SERVICE CENTE | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF IOWA UI SERVICE CENTE | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF NORTHERN IOWA DAMIEN | |||||||
| 105 GILCREST HALL | CEDAR FALLS | IA | 50614 | NONE | I | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF NORTHERN IOWA ESTEPHA | |||||||
| 105 GILCHRIST HALL | CEDAR FALLS | IA | 50614 | NONE | I | SCHOLARSHIP | $10,000 |
| UNIVERSITY OF NORTHERN IOWA HALLEY | |||||||
| 105 GILCHRIST HALL | CEDAR FALLS | IA | 50614 | NONE | I | SCHOLARSHIP | $10,000 |
| UNIVERSITY OF NORTHERN IOWA JACKSON | |||||||
| 105 GILCREST HALL | CEDAR FALLS | IA | 50614 | NONE | I | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF NORTHERN IOWA KYLEE T | |||||||
| 105 GILCHRIST HALL | CEDAR FALLS | IA | 50614 | NONE | I | SCHOLARSHIP | $10,000 |
| UNIVERSITY OF NORTHERN IOWA SHUKURU | |||||||
| 105 GILCHRIST HALL | CEDAR FALLS | IA | 50614 | NONE | I | SCHOLARSHIP | $10,000 |
| UNIVERSITY OF NORTHERN IOWA WRIGLEY | |||||||
| 105 GILCHRIST HALL | CEDAR FALLS | IA | 50614 | NONE | I | SCHOLARSHIP | $10,000 |
| VARIETY CLUB OF IADOCTORS WO BORDERS | |||||||
| 505 5TH AVENUE | DES MOINES | IA | 50309 | NONE | PC | DOCTORS WITHOUT BORDERS | $15,000 |
| VOLUNTEERS OF AMERICA | |||||||
| 1876 S SHERIDAN AVE | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $15,000 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WYOMING AGRICULTURE IN THE CLASSROOM | |||||||
| 129 E CARLSON ST | CHEYENNE | WY | 82009 | NONE | PC | GENERAL SUPPORT | $500 |
| WYOMING COMMUNITY FOUNDATION | |||||||
| 1442 N 5TH ST | LARAMIE | WY | 82072 | NONE | PC | GENERAL SUPPORT | $10,000 |
| WYOMING PBS FOUNDATION | |||||||
| 2660 PECK AVE | RIVERTON | WY | 82501 | NONE | PC | GENERAL SUPPORT | $500 |
| WYOMING PUBLIC MEDIA | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | NONE | PC | GENERAL SUPPORT | $25,000 |
| WYOMING THEATER | |||||||
| PO BOX 528 | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $15,000 |
| WYOMING TROUT UNLIMITED | |||||||
| 520 WILKES DR | GREEN RIVER | WY | 82935 | NONE | PC | GENERAL SUPPORT | $500 |
| WYOMING WOMENS FOUNDATION | |||||||
| 1441 N 5TH ST STE 201 | LARAMIE | WY | 82072 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ZACH JOHNSON FOUNDATION | |||||||
| PO BOX 2336 | CEDAR RAPIDS | IA | 52406 | NONE | PC | GENERAL SUPPORT | $152,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,882,726 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,557,008 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$201,896 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,355,112 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,355,112 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| EXCELL MARKETING LLC | |||||||
| 1 | PO BOX 1297 | DES MOINES | IA | 503051297 | $20,000,000 | Yes (X) | |
| CAROL MAVRAKIS | |||||||
| 2 | PO BOX 1297 | DES MOINES | IA | 503051297 | $142,320 | Yes (X) | Yes (X) |
| STANLEY B SEIDLER | |||||||
| 3 | PO BOX 1297 | DES MOINES | IA | 503051297 | $307,282 | Yes (X) | Yes (X) |
| STANLEY B SEIDLER | |||||||
| 4 | PO BOX 1297 | DES MOINES | IA | 503051297 | $306,835 | Yes (X) | Yes (X) |
| SUSAN SEIDLER | |||||||
| 5 | PO BOX 1297 | DES MOINES | IA | 503051297 | $70,542 | Yes (X) | Yes (X) |
| STANLEY B SEIDLER | |||||||
| 6 | PO BOX 1297 | DES MOINES | IA | 503051297 | $302,288 | Yes (X) | Yes (X) |
| STANLEY B SEIDLER | |||||||
| 7 | PO BOX 1297 | DES MOINES | IA | 503051297 | $306,330 | Yes (X) | Yes (X) |
| CAROL MAVRAKIS | |||||||
| 8 | PO BOX 1297 | DES MOINES | IA | 503051297 | $5,836,714 | Yes (X) | |
| SUSAN SEIDLER | |||||||
| 9 | PO BOX 1297 | DES MOINES | IA | 503051297 | $5,832,685 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 2000 SHARES OF MONDELEZ INTL | $142,320 | 2023-12-22 |
| 3 | 2180 SHARES OF ALPHABET INC CLASS A | $307,282 | 2023-12-27 |
| 4 | 2158 SHARES OF ALPHABET INC CLASS C | $306,835 | 2023-12-27 |
| 5 | 1750 SHARES OF ALTRIA GROUP | $70,542 | 2023-12-21 |
| 6 | 1572 SHARES OF APPLE INC | $302,288 | 2023-12-27 |
| 7 | 461 SHARES OF COSTCO WHOLESALE CORPORATION | $306,330 | 2023-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,440 | Amt |
| Net Investment Income | $4,720 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,720 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (60 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM INC | $88,383 | $93,167 |
| AMERN EXPRESS CO | $89,156 | $92,049 |
| ANALOG DEVICES INC | $88,878 | $90,850 |
| ANHEUSER BUSCH INBEV WOR | $80,306 | $85,305 |
| APPLE INC 3.0% | $89,268 | $90,729 |
| APPLE INC 3.0000% | $249,317 | $249,331 |
| ASTRAZENECA PLC ADS | $88,496 | $92,157 |
| BERKSHIRE HATHAWAY ENERG | $88,882 | $90,621 |
| BK OF AMER CORP 4.2% | $88,551 | $89,156 |
| BK OF AMERICA CORP | $58,151 | $59,550 |
| BK OF NY MELLON CORP | $88,632 | $91,710 |
| BOOKING HOLDINGS | $88,162 | $89,853 |
| BP CAP MARKETS AMER | $88,364 | $90,059 |
| CIGNA GROUP | $88,576 | $90,589 |
| CITIGROUP INC | $88,423 | $91,880 |
| COCA COLA CO | $49,355 | $50,252 |
| COCA COLA CO | $49,732 | $52,335 |
| COLGATE PALMOLIVE CO | $89,786 | $91,851 |
| COMCAST CORP | $102,293 | $105,457 |
| DH EUROPE FIN II | $97,226 | $99,559 |
| DUKE ENERGY FL LLC | $89,621 | $91,220 |
| ECOLAB INC | $88,393 | $89,793 |
| ELEVANCE HEALTH INC | $44,943 | $45,643 |
| GEN DYNAMICS CORP | $88,738 | $91,300 |
| GILEAD SCIENCES INC 3.7% | $88,513 | $89,568 |
| GOLDMAN SACHS GROUP INC | $88,870 | $89,908 |
| HOME DEPOT INC | $88,881 | $90,621 |
| INTEL CORP 2.875% | $232,948 | $232,874 |
| INTERCONTINENT ALEXCHANGE | $89,377 | $91,439 |
| INTUIT INC | $52,577 | $57,579 |
| JP MORGAN CHASE AND CO 3.875% | $245,540 | $247,201 |
| KLA CORP 4.65% | $88,272 | $88,469 |
| LOCKHEED MARTIN CORP | $89,218 | $91,215 |
| MARSH & MCLENNAN COS | $88,084 | $89,362 |
| MASTERCARD INC | $80,917 | $81,812 |
| META PLATFORMS | $89,973 | $94,163 |
| MID AMERICA APARTMENTS | $88,762 | $89,882 |
| MMI CAPITAL TR I | $29,495 | $26,320 |
| MORGAN STANLEY | $43,401 | $47,637 |
| MORGAN STANLEY | $90,013 | $92,818 |
| PAYPAL HOLDINGS INC | $89,215 | $91,176 |
| PEPSICO INC | $88,718 | $91,038 |
| PHILIP MORRIS INTERNATIONAL | $88,187 | $90,067 |
| PNC FINL SERVICES 3.5% | $45,301 | $45,933 |
| PUB STORAGE OP CO | $44,094 | $48,654 |
| RLTY INCOME CORP | $89,556 | $89,925 |
| RTX CORP | $88,794 | $89,611 |
| S & P GLOBAL INC | $89,199 | $94,131 |
| ST STR CORP | $57,419 | $58,908 |
| THERMO FISHER SCIENTIFIC | $78,266 | $80,886 |
| TORONTO-DOMINION BK | $89,163 | $90,848 |
| TOYOTA MTR CR CORP 3.35% | $97,484 | $98,965 |
| TYCO ELECTRONICS GROUP S | $89,555 | $92,569 |
| UN PAC CORP | $88,646 | $92,523 |
| UNITEDHEALTH GROUP INC | $45,299 | $47,606 |
| UNITEDHEALTH GROUP INC | $88,676 | $90,557 |
| US TREASURY NOTE 4.5% | $79,344 | $79,730 |
| VERIZON COMMUNICATIONS | $89,378 | $92,926 |
| WASTE MANAGEMENT | $88,490 | $90,795 |
| WELLS FARGO & CO 4.48% | $89,444 | $89,950 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (232 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABB LTD | $7,348 | $11,567 |
| ABBOTT LABORATORIES | $250,633 | $271,873 |
| ABBVIE INC | $13,877 | $14,102 |
| ABM INDUSTRIES INC | $12,196 | $11,297 |
| ACCENTURE PLC-CL A | $41,054 | $50,531 |
| ADIDAS AG | $3,227 | $3,386 |
| AGNC INVMNT CO 6.125% SER-F | $95,406 | $87,360 |
| AIA GROUP LTD SPON ADR | $8,105 | $8,087 |
| AIR LEASE CORP | $18,197 | $17,405 |
| AIR LIQUIDE ADR | $3,742 | $5,243 |
| AIRBUS SE UNSPONSORED ADR | $4,979 | $7,566 |
| ALLISON TRANSMISSION HOLDING | $12,310 | $15,759 |
| ALPHABET CLASS A | $23,159 | $304,524 |
| ALPHABET CLASS C | $22,852 | $304,127 |
| ALPHABET INC CL C | $130,124 | $142,623 |
| ALTRIA GROUP INC | $49,818 | $92,782 |
| AMADEUS IT GROUP SA ADR | $6,344 | $7,812 |
| AMAZON COM INC | $64,063 | $71,412 |
| AMERICA MOVIL SA DE CV | $2,233 | $2,278 |
| AMERIPRISE FINCL INC | $55,308 | $75,586 |
| ANHEUSER BUSCH | $4,030 | $4,766 |
| APPLE INC | $124,003 | $147,093 |
| APPLE INC | $20,559 | $302,657 |
| APPLIED MATERIALS INC | $46,178 | $65,314 |
| ASML HOLDING NV NY REG NEW | $8,772 | $14,889 |
| ASSA ABLOY AB UNSP ADR | $1,847 | $2,175 |
| ASTRAZENECA PLC ADS | $9,776 | $13,066 |
| AT&T INC 4.75% SER-C | $100,000 | $79,060 |
| B&M EUROPEAN VALUE RET SA ADR | $2,063 | $2,045 |
| BANK OF AMERICA CORP | $500,609 | $491,919 |
| BANK OZK | $18,652 | $19,733 |
| BEIGENE LTD | $1,849 | $2,095 |
| BHP GROUP LIMITED ADR | $1,551 | $1,776 |
| BP PLC ADS | $4,832 | $4,637 |
| BRISTOL MYERS SQUIBB CO | $22,234 | $15,752 |
| BRITISH AMER TOB SPON ADR | $8,342 | $6,297 |
| BROOKFIELD INFRASTRUCTION - A | $20,633 | $18,099 |
| BROWN & BROWN INC | $48,318 | $53,546 |
| BRUNSWICK CORP | $17,229 | $19,156 |
| BWX TECHNOLOGIES INC | $15,743 | $20,103 |
| CABLE ONE INC | $15,925 | $11,132 |
| CABOT CORP | $13,912 | $16,867 |
| CANADIAN NATIONAL RAILWAY CO | $2,356 | $2,684 |
| CAPGEMINI S E UNSPONSORED ADR | $4,732 | $5,379 |
| CAPITAL ONE FINANCIAL 5% | $100,000 | $73,700 |
| CARLSBERG AS | $5,022 | $5,572 |
| CASEY'S GENERAL STORES | $17,121 | $21,155 |
| CHEMED CORP | $16,632 | $19,297 |
| CHESAPEAKE UTILITIES CORP | $16,347 | $14,049 |
| CHEVRON CORP | $35,741 | $32,815 |
| CHEVRON CORPORATION | $53,136 | $282,807 |
| CHORD ENERGY CORP | $17,053 | $20,114 |
| CIVITAS RESOURCES INC | $18,234 | $18,736 |
| COGENT COMMUNICATIONS HLDG | $15,669 | $17,950 |
| COHEN & STEERS INC | $18,018 | $18,781 |
| COMCAST CORP-CLASS A | $34,177 | $38,544 |
| COMPAIGNE FIN RICHEMONTAG | $1,145 | $1,609 |
| CONCENTRIX CORP | $9,169 | $10,803 |
| CONOCOPHILLIPS | $29,515 | $30,875 |
| COSTCO INC | $12,718 | $304,297 |
| COSTCO WHOLESALE CORP NEW | $62,227 | $78,550 |
| CRA INTERNATIONAL INC | $18,336 | $15,322 |
| DAIICHI SANKYO CO LTD SPON ADR | $3,818 | $3,982 |
| DAIKIN INDS LTD | $4,517 | $3,978 |
| DANAHER CORPORATION | $20,654 | $20,353 |
| DANONE SPONSORED ADR | $3,356 | $3,578 |
| DASSAULT SYSTEMS SA ADS | $2,250 | $2,736 |
| DBS GROUP HOLDINGS LTD SP | $5,462 | $6,281 |
| DEERE & CO | $12,081 | $12,796 |
| DIAMONDS TRUST (SPDR DJ INDL) | $537,353 | $1,389,897 |
| DNB ASA SPONSORED ADR | $4,553 | $4,871 |
| DSV AS ADR | $2,283 | $2,986 |
| ELEMENT SOLUTIONS | $14,438 | $16,638 |
| ENCOMPASS HEALTH CORP | $19,016 | $20,950 |
| ENGIE SPONS ADR | $4,743 | $6,348 |
| ENSIGN GROUP INC | $24,626 | $30,184 |
| EPIROC AKTIEBOLAG ADR | $6,515 | $6,601 |
| ESSILORLUXOTTICA ADR | $6,572 | $9,128 |
| EXP WORLD HOLDING INC | $14,225 | $14,822 |
| FEDERAL AGRIC MTG CORP CL C | $16,815 | $23,329 |
| FIDELITY 500 INDEX FD-AI | $7,390,818 | $9,529,070 |
| FIDELITY INTL INDX-INST PRM | $95,336 | $108,297 |
| FIRST REP BANK 4.25% SER-L | $100,000 | $288 |
| FORTUNE BRANDS INNOVATIONS INC | $15,960 | $21,471 |
| FUJITSU LTD ADR NEW | $4,206 | $4,166 |
| GENMAB A S | $5,959 | $6,272 |
| GIVAUDAN SA | $5,482 | $6,458 |
| HAMILTON LANE INC CLASS | $19,049 | $27,679 |
| HCA HEALTHCARE INC | $18,081 | $18,948 |
| HDFC BANK LTD | $6,646 | $6,778 |
| HERMES INTL SCA | $2,323 | $5,151 |
| HITACHI 10 COM NEW ADR | $3,081 | $3,527 |
| HOME BANCSHARES INC | $19,614 | $20,391 |
| HOME DEPOT INC | $34,540 | $37,427 |
| HOME DEPOT INC | $24,090 | $29,055 |
| HONG KONG EXCHANGES & CLEARING | $667 | $652 |
| IBERDROLA SA SPON ADR | $2,533 | $3,582 |
| IMPERIAL BRANDS PLC | $3,428 | $3,270 |
| INDUSTRIA DE DISENO TEXTIL IND | $3,809 | $7,230 |
| INSPERITY INC | $20,555 | $20,865 |
| INTER PARFUMS INC | $18,842 | $23,330 |
| INTERCONTINENTAL EXCHANGE IN | $31,455 | $36,988 |
| INTUIT INC | $30,346 | $45,627 |
| ISHARES ETF | $135,502 | $165,268 |
| ITOCHU CORP ADR | $4,498 | $4,614 |
| JACK HENRY & ASSOC INC | $4,578 | $4,304 |
| JOHNSON & JOHNSON | $250,732 | $245,455 |
| JP MORGAN BETABUILDERS - CANADA | $66,598 | $74,828 |
| JP MORGAN BETABUILDERS - EUROPE | $181,597 | $194,273 |
| JP MORGAN BETABUILDERS JAPAN | $331,563 | $316,963 |
| JP MORGAN CHASE & CO | $73,709 | $91,684 |
| JP MORGAN CHASE AND CO 4.625% | $50,000 | $41,690 |
| KENVUE INC | $35,779 | $35,158 |
| KERING S A ADR NEW | $7,605 | $6,303 |
| KEYENCE CORP | $6,054 | $6,999 |
| KFORCE INC | $13,453 | $15,336 |
| KINSALE CAPITAL GROUP INC | $14,795 | $16,746 |
| KONINKLUKE KPN NV ADR | $3,539 | $3,716 |
| KULICKE & SOFFA INDUSTRIES | $14,853 | $14,993 |
| L OREAL CO ADR | $5,192 | $7,865 |
| LAKELAND FINANCIAL CORP | $20,430 | $20,525 |
| LAM RESEARCH CORP | $16,636 | $27,425 |
| LAM RESEARCH CORP | $23,345 | $36,030 |
| LANDSTAR SYSTEM INC | $14,217 | $15,105 |
| LEMAITRE VASCULAR INC | $15,702 | $18,277 |
| LENNAR CORPORATION | $14,742 | $26,380 |
| LITTLEFUSE INC | $17,413 | $17,391 |
| LMVH MOET HENNESSY LOUIS VUITT | $4,199 | $5,835 |
| LONDON STK EXCHANGE GROUP | $9,234 | $11,231 |
| LONZA GROUP AG ZUERICH ADR | $4,623 | $3,220 |
| LULULEMON ATHLETICA INC | $35,232 | $53,685 |
| MARSH & MCLENNAN COS | $26,443 | $28,799 |
| MARUBENI CORP ADR | $4,394 | $3,746 |
| MASTERCARD INC CL A | $58,400 | $69,948 |
| MASTERCARD INC-A | $39,499 | $45,210 |
| MATERION CORP | $16,617 | $25,115 |
| MC DONALDS CORP | $51,514 | $65,529 |
| MCDONALD'S CORP | $41,275 | $45,959 |
| MERCADOLIBRE INC | $3,072 | $6,464 |
| MERCK | $250,714 | $249,002 |
| MGM RESORTS INTL | $19,031 | $21,044 |
| MICROSOFT CORP | $144,379 | $185,764 |
| MICROSOFT CORP | $68,206 | $92,506 |
| MONDELEZ INTL INC COM | $16,360 | $510,269 |
| MORGAN STANLEY | $36,153 | $42,335 |
| MTU AERO ENGINES AG | $2,820 | $3,128 |
| NESTLE SPON | $6,708 | $7,096 |
| NETEASE.COM | $2,375 | $2,143 |
| NETFLIX INC | $35,002 | $36,602 |
| NEXPOINT RESIDENTIAL | $18,954 | $13,015 |
| NEXSTAR MEDIA GROUP | $20,949 | $17,242 |
| NEXTERA ENERGY INC | $37,701 | $31,888 |
| NEXTERA ENERGY INC | $25,666 | $19,255 |
| NICE LTD ADR | $1,812 | $1,676 |
| NIDEC CORP | $3,302 | $1,515 |
| NIKE INC CL B | $35,100 | $30,725 |
| NIPPON TELEGRAPH & TELEPHONE | $5,062 | $5,149 |
| NITORI HLDGS | $4,235 | $3,362 |
| NOKIA CP ADR | $2,315 | $1,512 |
| NOMURA RESH INST LTD ADR | $3,725 | $3,956 |
| NORTHERN OIL AND GAS INC | $18,754 | $20,426 |
| NOVO NORDISK A/S | $5,297 | $17,069 |
| NUCOR CORPORATION | $20,477 | $24,366 |
| NVIDIA CORPORATION | $89,255 | $99,044 |
| NXP SEMICONDUCTORS NV | $28,866 | $35,830 |
| PAPA JOHNS INTL INC | $15,988 | $15,246 |
| PEPSICO INC | $38,281 | $36,685 |
| PERRIGO CO PLC | $19,054 | $17,088 |
| PFIZER INC | $250,676 | $180,485 |
| PHILIP MORRIS INTERNATIONAL | $37,924 | $34,810 |
| POWER INTEGRATIONS INC | $16,313 | $16,176 |
| PRINCIPAL FINANCIAL GROUP | $178,088 | $355,195 |
| PROGRESSIVE CORP OHIO | $52,006 | $67,694 |
| PRUDENTIAL FINANCIAL INC | $250,663 | $254,919 |
| QUAKER CHEMICAL CORP | $15,934 | $17,074 |
| RECKITT BENCKISER PLC | $4,138 | $3,773 |
| RECRUIT HOLDINGS CO | $4,113 | $4,433 |
| RELX PLC SPONSORED | $2,455 | $4,045 |
| ROCKWELL AUTOMATION INC | $24,201 | $26,391 |
| S & P GLOBAL INC | $13,540 | $17,180 |
| SAFRAN SA | $8,306 | $12,330 |
| SAP AG | $10,879 | $13,913 |
| SCHNEIDER NATIONAL INC CL B | $5,449 | $5,395 |
| SHERWIN WILLIAMS CO | $26,180 | $34,934 |
| SHIN ETSU CHEM CO LTD | $4,426 | $7,701 |
| SHOE CARNIVAL INC | $16,967 | $19,123 |
| SHOPIFY INC | $1,043 | $2,755 |
| SHUTTERSTOCK INC | $22,507 | $16,367 |
| SIKA AG ADR | $6,483 | $7,902 |
| SIX CIRCLES INTERNATIONS | $398,499 | $450,738 |
| SIX CIRCLES US UNCONSTRAINED | $526,889 | $675,911 |
| SMC CORP COMMON | $6,626 | $6,993 |
| SPDR BLOOMBERG 1-3 MO T-B | $34,842 | $34,820 |
| SPDR S&P 500 TRUST ETF | $397,554 | $1,004,805 |
| STANDEX INTERNATIONAL CORP | $16,878 | $22,807 |
| STEVANATO GROUP SPA | $14,963 | $19,867 |
| STMICROELECTRONICS NV | $5,669 | $7,369 |
| STRAUMANN | $3,990 | $5,397 |
| STRYKER CORP | $32,742 | $35,336 |
| TAIWAN SMCNDCTR MFG CO LT | $6,113 | $8,736 |
| TDK CP ADR NEW | $3,636 | $4,646 |
| TENCENT HLDGS LTD | $6,866 | $4,573 |
| TERRANO REALTY CORP | $17,762 | $17,610 |
| TERUMO CORP ADR UNSPONS ADR | $2,144 | $2,131 |
| TETRA TECH INC | $16,492 | $18,696 |
| TEXAS INSTRUMENTS INC | $45,424 | $43,808 |
| TFI INTL INC | $3,799 | $6,609 |
| TJX COS INC NEW | $52,364 | $61,727 |
| TOKYO ELECTRON LTD UNSPONS ADR | $4,013 | $5,279 |
| TOTALENERGIES SE SPONSORED ADS | $11,267 | $14,150 |
| TRACTOR SUPPLY CO | $23,295 | $21,503 |
| TRAVEL LEISURE CO | $16,017 | $14,815 |
| TYLER TECHNOLOGIES | $27,008 | $27,792 |
| U S BANCORP COM NEW | $512,893 | $543,164 |
| UDT OVERSEAS BK LTD SPON ADR | $7,362 | $6,988 |
| UFP INDUSTRIES INC | $11,952 | $15,819 |
| UMH PROPERTIES INC | $18,459 | $15,734 |
| UNICHARM CORP | $2,118 | $2,271 |
| UNIFIRST CORP | $14,422 | $13,170 |
| UNION PACIFIC CORP | $20,831 | $24,563 |
| UNITED RENTALS | $31,281 | $56,275 |
| UNITEDHEALTH GROUP INC | $69,988 | $74,233 |
| UNIVERSAL DISPLAY CORP | $18,898 | $27,350 |
| US DOLLAR JPM DEP SWEEP | $23,682 | $23,682 |
| US PHYSICAL THERAPY INC | $18,876 | $17,976 |
| UTZ BRANDS INC | $20,528 | $20,836 |
| VALERO ENERGY CP DELA NEW | $25,463 | $29,380 |
| VALMONT INDUSTRIES | $17,331 | $16,813 |
| WASTE MANAGEMENT | $38,347 | $45,668 |
| WELLS FARGO & COM 4.25% | $50,000 | $35,400 |
| WEST PHARMACEUTICALS | $33,973 | $34,190 |
| WINGSTOP INC | $16,172 | $25,401 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,934,754 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,990,578 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AIP ALT LENDING ADVISORY | FMV | $619,790 | $512,771 |
| AMER MUTUAL FD INC A AMRMX | FMV | $675,809 | $742,156 |
| BLACKSTONE BCRED | FMV | $617,730 | $606,689 |
| BLACKSTONE BREIT | FMV | $568,443 | $644,730 |
| CAPITAL INCOME BUILDER | FMV | $550,172 | $622,457 |
| FEDERATED HERMES GOVT OBL AVR (GOFX) | FMV | $20,003,451 | $20,003,451 |
| FEDERATED HERMES GOVT OBL AVR (GOVXX) | FMV | $20,000 | $20,000 |
| FIDELITY TREASURY PORT | FMV | $659,133 | $659,133 |
| FRANKLIN INVS SECS TR | FMV | $1,404,546 | $1,407,822 |
| GOLDMAN SACHS | FMV | $658,529 | $658,529 |
| HPS CORPORATE LENDING FUND CLASS F SHS | FMV | $1,309,641 | $1,337,612 |
| INCOME FUND AMERICA | FMV | $628,441 | $690,666 |
| ISHARES RUSSELL 2000 ETF | FMV | $193,320 | $278,987 |
| ISHARES SELECT DIVIDEND ETF | FMV | $959,776 | $943,035 |
| JENSEN PORTFOLIO INC | FMV | $695,005 | $971,182 |
| MSIF ULTRA-SHORT INCOME IR | FMV | $266,294 | $268,887 |
| SIX CIRCLES CREDIT OPPORT | FMV | $287,875 | $290,672 |
| SIX CIRCLES GLOBAL BOND | FMV | $1,277,680 | $1,169,397 |
| VANGUARD FUNDS EQUITY INCM FUND | FMV | $3,196,985 | $3,187,128 |
| VANGUARD HIGH DIV YIELD INDX FND ADMIRAL | FMV | $3,029,226 | $3,173,878 |
| VANGUARD INT-TERM CORPORATE | FMV | $434,603 | $448,991 |
| VANGUARD MID-CAP ETF INDEX | FMV | $259,435 | $268,467 |
| VANGUARD MORTGAGE BACKED SEC | FMV | $145,494 | $130,921 |
| VANGUARD S & P 500 GROWTH ETF | FMV | $500,513 | $515,855 |
| VANGUARD SMALL CAP ETF | FMV | $220,273 | $278,822 |
| VANGUARD TOTAL BOND MARKET | FMV | $528,404 | $507,789 |
| VANGUARD TOTAL INTL BND-ADM | FMV | $1,052,200 | $996,729 |
| VANGUARD VALUE INDEX FUND | FMV | $108,937 | $147,162 |
| WILSHIRE TARGET FUNDS | FMV | $267,083 | $374,949 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES | $2,551 | $1,276 | $1,275 |
| CONTRACT LABOR | $1,620 | $810 | $810 |
| OFFICE SUPPLIES | $1,059 | $530 | $529 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MORGAN STANLEY SERVICES FEE | $27,333 | $27,333 | $0 |
| JP MORGAN FEES & COMMISSIONS | $81,202 | $81,202 | $0 |
| OTHER PROFESSIONAL FEES | $66,000 | $66,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2020 ESTIMATED EXCISE TAX PAID | $18,680 | $0 | $0 |
| FOREIGN TAX ON INVESTMENTS | $278 | $278 | $0 |