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WEST BANCORPORATION FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WEST BANCORPORATION FOUNDATION INC (EIN 20-0523259)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202441359349105474
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T15:57:22-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200523259EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WEST BANCORPORATION FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JEAN SCHERRInCareOfNm
Business Name ControlWESTBusinessNameControlTxt
Phone5152222300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13330 WESTOWN PARKWAYAddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50266ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJILL HANSENPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5152222305PhoneNum
Signature2024-05-14SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJILLPersonFirstNm
Person LastHANSENPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRSM US LLPPreparerPersonNm
PTINP00988584PTIN
Phone5155586600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,234,821FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$215,639ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,112InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,112InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$38,991DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,991DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,570NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$35,237GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,570CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$273,312TotalRevAndExpnssAmt
Total Net Invst Incm$57,673TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$1,049TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$64OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,113TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$257,134ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$257,134ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$258,247TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$257,134TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,065ExcessRevenueOverExpensesAmt
Net Investment Income$57,673NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,197CashBOYAmt
Cash EOY$2,534CashEOYAmt
Cash EOYFMV$2,534CashEOYFMVAmt
Sav And Temp Cash Invst BOY$46,643SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$84,039SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$84,039SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,155,275CorporateStockBOYAmt
Corporate Stock EOY$1,137,607CorporateStockEOYAmt
Corporate Stock EOYFMV$2,148,248CorporateStockEOYFMVAmt
Total Assets BOY$1,209,115TotalAssetsBOYAmt
Total Assets EOY$1,224,180TotalAssetsEOYAmt
Total Assets EOYFMV$2,234,821TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,209,115NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,224,180NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,209,115TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,224,180TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,209,115TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,224,180TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,209,115TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,065ExcessRevenueOverExpensesAmt
Subtotal$1,224,180SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,224,180TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
64 SHS VANGUARD S&P 500 ETFP2016-05-172023-02-17$23,881$12,029$11,852$11,852
30 SHS VANGUARD S&P 500 ETFP2016-05-172023-04-14$11,357$5,639$5,718$5,718
FieldValueIRS element (for citing)
Capital Gain Net Income$17,570CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$802InvestmentIncomeExciseTaxAmt
Subtotal$802SubtotalAmt
Tax Based On Investment Income$802TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$516EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$516TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$286TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateIAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JEAN SCHERRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5152225769PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13330 WESTOWN PARKWAYAddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50266ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JILL T HANSEN
3330 Westown ParkwayWEST DES MOINESIA50266EXECUTIVE DIRECTOR4.0$0$0$0
DAVID D NELSON
3330 Westown ParkwayWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
BRAD L WINTERBOTTOM
3330 Westown ParkwayWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
HARLEE N OLAFSON
3330 Westown ParkwayWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
JENNIFER WEDEMEYER
3330 Westown ParkwayWEST DES MOINESIA50266SECRETARY0.5$0$0$0
JEAN SCHERR
3330 Westown ParkwayWEST DES MOINESIA50266DIRECTOR AND TREASURER0.5$0$0$0
MELISSA GILLESPIE
3330 Westown ParkwayWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
LUKE MOLENHOFF
3330 Westown ParkwayWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
JIM CONARD
3330 Westown ParkwayWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
GABE OLSON
3330 Westown ParkwayWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
KEVIN SMITH
3330 Westown ParkwayWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
BRAD PETERS
3330 Westown ParkwayWest Des MoinesIA50266DIRECTOR0.5$0$0$0
JANE FUNK
3330 Westown ParkwayWest Des MoinesIA50266DIRECTOR0.5$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SELECTION OF RECIPIENTS OF CHARITABLE GRANTSDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,984,645AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,609AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,028,254TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,028,254AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,424CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,997,830NetVlNoncharitableAssetsAmt
Minimum Investment Return$99,892MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$99,892MinimumInvestmentReturnAmt
Tax Based On Investment Income$802TaxBasedOnInvestmentIncomeAmt
Total Tax$802TotalTaxAmt
Distributable Before Adj$99,090DistributableBeforeAdjAmt
Distributable Before Ded$99,090DistributableBeforeDedAmt
Distributable As Adjusted$99,090DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$257,134ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$257,134QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$99,090DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$220,275ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$237,544ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$187,426ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$169,312ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$211,515ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,026,072TotalExcessDistributionCyovAmt
Qualifying Distributions$257,134QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$99,090AppliedToCurrentYearAmt
Remaining Distri From Corpus$158,044RemainingDistriFromCorpusAmt
Total Corpus$1,184,116TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$220,275ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$963,841ExcessDistriCyovToNextYrAmt
Excess From Year4$237,544ExcessFromYear4Amt
Excess From Year3$187,426ExcessFromYear3Amt
Excess From Year2$169,312ExcessFromYear2Amt
Excess From Year1$211,515ExcessFromYear1Amt
Excess From Current Year$158,044ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJILL HANSENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13330 Westown ParkwayAddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50266ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5152222300RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUEST INCLUDING REASON FOR THE REQUEST AND TYPE OF ORGANIZATION SUBMITTING REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesJANUARY 1, APRIL 1, JULY 1, AND OCTOBER 1SubmissionDeadlinesTxt
Restrictions On AwardsFOCUS ON HUMAN SERVICES, EDUCATION, AND ARTS & CULTURE IN THE DES MOINES AND IOWA CITY, IA AND ROCHESTER, MANKATO, OWATONNA, AND ST. CLOUD, MN AREASRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABRAHAM LINCOLN HIGH SCHOOL ALUMNI FOUNDATION
2600 SW 9TH STREETDES MOINESIA50315PCFUNDING FOR SCHOLARSHIP PROGRAM$500
AMERICAN HEART ASSOCIATION
1035 N CENTER POINT ROAD SUITE BHIAWATHAIA52233PCFUNDING FOR CPR PROGRAM$2,500
ANKENY DOLLARS FOR SCHOLARS
3006 NE BRIARWOOD DRIVEANKENYIA50021PCFUNDING FOR SCHOLARSHIP PROGRAM$1,000
BEST BUDDIES IOWA
7518 HICKMAN ROADDES MOINESIA50324PCFUNDING FOR SCHOOL FRIENDSHIP PROGRAM$3,000
BIG BROTHERS BIG SISTERS OF CENTRAL IOWA INC
9051 SWANSON BLVDCLIVEIA50325PCFUNDING FOR MENTORING PROGRAMS$2,500
BIG BROTHERS BIG SISTERS OF CENTRAL MINNESOTA
203 COOPER AVE N SUITE 162ST CLOUDMN56303PCFUNDING FOR MENTORING PROGRAMS$2,000
BIG BROTHERS BIG SISTERS OF SOUTHERN MINNESOTA
545 DUNNELL DRIVEOWATONNAMN55060PCFUNDING FOR MENTORING PROGRAMS$2,500
BLANK CHILDREN'S HOSPITAL
1415 WOODLAND AVENUE E-200DES MOINESIA50309PCFESTIVAL OF TREES & LIGHTS SPONSOR$2,500
BOYS & GIRLS CLUB OF CENTRAL IOWA
1421 WALKER STREETDES MOINESIA50316PCFUNDING FOR SUMMER CLUB PROGRAM$2,500
BOYS & GIRLS CLUB OF CENTRAL MINNESOTA
345 30TH AVE NST CLOUDMN56303PCFUNDING FOR PARTNERS FOR THE FUTURE PROGRAM$5,000
BY DEGREES FOUNDATION
1171 7TH STREETDES MOINESIA50314PCFUNDING FOR POSTSECONDARY AND CAREER READINESS PROGRAMS$5,000
CAMP FIRE HEART OF IOWA
5615 HICKMAN ROADDES MOINESIA50310PCSUPPORT FOR SUMMER PROGRAMS$2,000
CAMP HERTKO HOLLOW INC
4200 UNIVERSITY AVENUE SUITE 320WEST DES MOINESIA50266PCSCHOLARSHIP FUNDS FOR SUMMER CAMP FOR LOW-INCOME KIDS WITH DIABETES$3,000
CENTRAL IOWA WIND ENSEMBLE
408 STONE CIRCLEWEST DES MOINESIA50265PCFUNDING FOR BAND CONCERT SEASON$500
CHILDREN & FAMILIES OF IOWA
1111 UNIVERSITY AVENUEDES MOINESIA50314PCFUNDING FOR GENERAL OPERATING SUPPORT$5,500
CHILDREN'S CANCER CONNECTION
5701 GREENDALE ROADJOHNSTONIA50131PCFUNDING FOR DAY CAMP PROGRAM$3,350
CHRYSALIS FOUNDATION
1248 8TH STREETWEST DES MOINESIA50265PCFUNDING FOR AFTER-SCHOOL PROGRAM$2,500
CITY SOUNDS
900 KEOSAUQUA WAY LL14DES MOINESIA50309PCFUNDING FOR PUBLIC PIANO PROJECT$1,000
CITY VOICES
924 45TH STREETDES MOINESIA50312PCFUNDING FOR A SONGWRITING SEMINAR$500
CONNECTIONS SHELTER
220 E HICKORY STREETMANKATOMN56001PCFUNDING FOR GENERAL OPERATING SUPPORT$100
CROSS OUTREACH
PO BOX 12121DES MOINESIA50312PCFUNDING FOR BACK TO SCHOOL BACKPACK GIVEAWAY$2,000
CSA (COMMUNITY SUPPORT ADVOCATES)
6000 AURORA AVENUE SUITE BDES MOINESIA50322PCFUNDING FOR BEHAVIORAL HEALTH CLINIC FOR YOUTH AND ADULTS$5,000
DALLAS CENTER GRIMES EDUCATION FOUNDATION
PO BOX 945GRIMESIA50111PCFUNDING FOR SCHOLARSHIP PROGRAM$500
DES MOINES AREA RELIGIOUS COUNCIL
100 ARMY POST ROADDES MOINESIA50315PCFUNDING TO SUPPORT THE DMARC FOOD PANTRY$5,000
DES MOINES COMMUNITY ORCHESTRA
8013 NW 104THJOHNSTONIA50131PCFUNDING FOR GENERAL OPERATING SUPPORT$2,500
DES MOINES PERFORMING ARTS
221 WALNUT STREETDES MOINESIA50309PCFUNDING FOR APPLAUSE EDUCATION SERIES$5,000
DOWLING CATHOLIC HIGH SCHOOL
1400 BUFFALO ROADWEST DES MOINESIA50265PCANNUAL APPEAL$10,000
DRAGON SCHOLARSHIP FUND
PO BOX 108JOHNSTONIA50131PCFUNDING FOR SCHOLARSHIP PROGRAM$500
EARLY EDITION ROTARY CLUB OF OWATONNA
202 W BRIDGE STREET SUITE 203OWATONNAMN55060PCFUNDING FOR SCHOOL SUPPLIES PROJECT$1,000
EAST HIGH ALUMNI FOUNDATION
PO BOX 3070DES MOINESIA50316PCFUNDING FOR SCHOLARSHIP PROGRAM$500
ELLIPSIS
PO BOX 39JOHNSTONIA50131PCFUNDING FOR FIRE ESCAPE REPLACEMENT AT FACILITY$5,000
EVERYBODY WINS-IOWA INC
PO BOX 691DES MOINESIA50303PCFUNDING FOR POWER READ PROGRAM$5,000
FAMILY CANCER NETWORK INC
3512 INGERSOLL AVENUEDES MOINESIA50312PCFUNDING FOR FAMILY CANCER NETWORK PATIENT GRANT PROGRAM$2,500
FEEDING OUR COMMUNITIES PARTNERS
2120 HOWARD DRIVE WEST SUITE FMANKATOMN56003PCFUNDING FOR THE BACKPACK FOOD PROGRAM, POWER PACK PROGRAM & HIGH SCHOOL FOOD PANTRY$5,000
FOOD BANK OF IOWA
PO BOX 1517DES MOINESIA50305PCFUNDING FOR FOOD ASSISTANCE PROGRAMS$2,500
FRIENDS OF IOWA CASA AND ICFCRB
321 E 12TH STREET 4TH FLOORDES MOINESIA50312PCSPONSORSHIP OF THE FRIENDS LIGHT OF HOPE BREAKFAST$2,000
FUTURE NET INC (EYES OPEN IOWA)
4000 WESTOWN PARKWAY SUITE 204WEST DES MOINESIA50266PCFUNDING FOR PROGRAM TO HELP YOUNG PEOPLE ACCESS ONLINE SERVICES THAT HELP THEM MAKE EDUCATED DECISIONS ABOUT THEIR HEALTH, STAY IN SCHOOL AND GRADUATE$2,500
GIVE GRACE GIVE HOPE INC
9821 DUNMORE CIRCLEJOHNSTONIA50131PCFUNDING TO SUPPLY FEMALE SANITARY PRODUTS TO WOMEN WHO CAN'T AFFORD THEM$1,000
GREATER DES MOINES BOTANICAL GARDEN
909 ROBERT D RAY DRIVEDES MOINESIA50309PCFUNDING FOR GENERAL OPERATING$2,500
GREATER IOWA CITY AREA STUDENT SCHOLARSHIPS
501 12TH AVENUE SUITE 102CORALVILLEIA52241PCFUNDING FOR SCHOLARSHIP PROGRAM$1,500
GREATER MANKATO AREA UNITED WAY
127 S 2ND STREET SUITE 190MANKATOMN56001PCANNUAL FUNDRAISING$6,160
HAWTHORN HILL
3001 GRAND AVENUEDES MOINESIA50312PCFUNDING FOR NEW DIRECTIONS SHELTER PROGRAM$5,000
HOOVER MEREDITH LEARNING COMMUNITY FOUNDATION
4800 AURORA AVENUEDES MOINESIA50310PCFUNDING FOR SCHOLARSHIP PROGRAM$500
HOPE MINISTRIES
PO BOX 862DES MOINESIA50304PCFUNDING FOR CAPITAL CAMPAIGN$5,000
HOPE MINISTRIES
PO BOX 862DES MOINESIA50304PCFUNDING FOR MEALS FOR HOPE PROGRAM$5,000
HOSPICE OF CENTRAL IOWA FOUNDATION
3000 EASTON BOULEVARDDES MOINESIA50317PCFUNDING FOR AMANDA THE PANDA SCHOOL-BASED SUPPORT GROUPS$5,000
IOWA ARCHITECTRUAL FOUNDATION
400 LOCUST STREET SUITE 100DES MOINESIA50309PCFUNDING FOR ADVENTURES IN ARCHITECTURE PROGRAM$500
IOWA GOLF ASSOCIATION FOUNDATION
1605 NORTH ANKENY BOULEVARD SUITEANKENYIA50023PCFUNDING FOR CONSTRUCTION OF GOLFHOUSE IOWA MULTI-PURPOSE FACILITY$5,000
JOB RIDES INC
PO BOX 71264CLIVEIA50325PCFUNDING FOR A RIDE-TO-WORK PROGRAM THAT PROVIDES VAN SERVICE FOR AT-RISK INDIVIDUALS$2,500
JOPPA
2326 EUCLID AVENUEDES MOINESIA50310PCFUNDING FOR HOMELESS SERVICES PROGRAM$5,000
JUNIOR ACHIEVEMENT NORTH
PO BOX 844OWATONNAMN55060PCFUNDING FOR PROGRAMS TO TEACH DISADVANTAGED YOUTH ABOUT EARNING, SPENDING, AND SAVING MONEY$3,000
JUNIOR ACHIEVEMENT OF CENTRAL IOWA
6100 GRAND AVENUEDES MOINESIA50312PCFUNDING FOR PROGRAMS TO TEACH DISADVANTAGED YOUTH ABOUT EARNING, SPENDING, AND SAVING MONEY$2,500
JUNIOR ACHIEVEMENT OF EASTERN IOWA
324 3RD STREET SE SUITE 200CEDAR RAPIDSIA52401PCFUNDING FOR PROGRAMS TO TEACH DISADVANTAGED YOUTH ABOUT EARNING, SPENDING, AND SAVING MONEY$1,000
KIRKWOOD COMMUNITY COLLEGE FOUNDATION
6301 KIRKWOOD BLVD SWCEDAR RAPIDSIA52404PCFUNDING FOR SCHOLARSHIP PROGRAM$1,000
MANKATO YOUTH PLACE INC
1315 STADIUM ROADMANKATOMN56001PCFUNDING FOR CAPITAL CAMPAIGN$2,000
MARY'S HELPING HANDS
4721 BROOKVIEW DRIVEWEST DES MOINESIA50265PCFUNDING TO SUPPORT IMPROVERISHED EXPECTANT MOTHERS AND THEIR BABIES AND JEANS FOR TEENS / CLOTHES FOR KIDS PROGRAM$1,000
MENTOR IOWA
2332 ROCKLYN DRIVEURBANDALEIA50322PCASSIST WITH PURCHASE OF HOLIDAY GIFT CARDS FOR CHILDREN UNDER JURISDICTION OF THE JUVENILE COURT AND JEANS FOR TEENS / CLOTHES FOR KIDS PROGRAM$1,000
MID-IOWA COUNCIL BOY SCOUTS OF AMERICA
6123 SCOUT TRAILDES MOINESIA50321PCGOVERNOR'S LUNCHEON DONATION$3,000
MINDSPRING MENTAL HEALTH ALLIANCE
511 E 6TH STREET SUITE BDES MOINESIA50309PCFUNDING FOR EDUCATIONAL PROGRAMMING$2,500
MUSIC UNDER THE STARS INC
5817 WALNUT HILL AVEDES MOINESIA50312PCFUNDING FOR MUSIC UNDER THE STARS 2023 SEASON$2,000
NORWALK STUDENT EDUCATION FOUNDATION
PO BOX 310NORWALKIA50211PCFUNDING FOR SCHOLARSHIP PROGRAM$500
POLAR BEAR SCHOLARSHIP FUND
501 HOLCOMB AVENUEDES MOINESIA50313PCFUNDING FOR SCHOLARSHIP PROGRAM$500
POLK COUNTY HOUSING TRUST FUND
505 5TH AVENUE SUITE 1000DES MOINESIA50309PCFUNDING FOR HOUSING CAMPAIGN$1,000
PREVENT BLINDNESS IOWA
1111 9TH STREET SUITE 250DES MOINESIA50314PCLIGHT THE NIGHT FOR SIGHT WALK$2,500
PROJECT IOWA
4801 FRANKLIN AVE ROOM 106DES MOINESIA50310PCFUNDING FOR CULTIVATING CAREERS PROGRAM$2,500
PROJECT LEGACY
PO BOX 7182ROCHESTERMN55906PCFUNDING OFR A PROGRAM THAT HELPS BIPOC AND MARGINALIZED STUDENTS ACHIEVE THEIR BACHELOR'S DEGREE$5,000
REBUILDING TOGETHER GREATER DES MOINES
1111 9TH STREET SUITE 265DES MOINESIA50314PCFUNDING FOR REBUILDING TOGETHER PROJECT$7,500
REGINA FOUNDATION
2140 ROCHESTER AVEIOWA CITYIA52245PCFUNDING FOR SCHOLARSHIP PROGRAM$500
RIVERSIDE THEATRE
119 E COLLEGE STREETIOWA CITYIA52240PCFUNDING FOR FREE SHAKESPEARE THEATRE PROGRAM$1,000
RONALD MCDONALD HOUSE OF ROCHESTER
850 SECOND STREET SWROCHESTERMN55902PCFUNDING FOR GENERAL OPERATING SUPPORT$2,000
ROOSEVELT HIGH SCHOOL FOUNDATION
PO BOX 12087DES MOINESIA50312PCFUNDING FOR SCHOLARSHIP PROGRAM$500
SACRED HEART SCHOOL
1601 GRAND AVENUEWEST DES MOINESIA50265PCFUNDING FOR CLASSROOM GRANTS$3,000
SINGLE PARENT PROVISION
2041 GRAND AVENUE SUITE DWEST DES MOINESIA50265PCFUNDING FOR SINGLE MOMS CHRISTMAS DINNER$2,000
SLEEP IN HEAVENLY PEACE INC
1560 ELDRIDGE AVENUETWIN FALLESID83301PCFUNDING TO BUILD BEDS FOR CHILDREN IN NEED$1,000
SOUTHEAST POLK DOLLARS FOR SCHOLARS
PO BOX 203ALTOONAIA50009PCFUNDING FOR SCHOLARSHIP PROGRAM$500
STARTS RIGHT HERE
3825 1ST STREETDES MOINESIA50313PCFUNDING FOR THE INSTALLATION OF METAL DETECTORS AT CHARTER SCHOOL$7,000
STRANDS OF STRENGTH INC
1310 TULIP TREE LANEWEST DES MOINESIA50266PCFUNDING FOR WIGS FOR WOMEN IN NEED WHO LOSE THEIR HAIR DUE TO CANCER TREATMENT$10,000
TALLGRASS THEATRE COMPANY
PO BOX 65932WEST DES MOINESIA50265PCFUNDING FOR PRODUCTION OF A SHOW$1,000
THE BEACON
1717 WOODLAND AVENUEDES MOINESIA50309PCFUNDING FOR HOUSING FOR WOMEN COMING OUT OF TRAUMA$1,000
THE BRIDGE - A VISION FOR SHARED DOWNTOWN MINISTRY
2911 SW 18TH STREETDES MOINESIA50315PCMEAL PROGRAM FOR THE HOMELESS & LOW-INCOME$3,500
THE EDDIE DAVIS COMMUNITY CENTER INC
1312 MAPLE STREETWEST DES MOINESIA50265PCFUNDING FOR SOCIAL SERVICE PROGRAMS$5,000
UNITED WAY OF JOHNSON & WASHINGTON COUNTIES
1150 5TH STREET SUITE 290CORALVILLEIA52253PCANNUAL FUNDRAISING$5,000
UNITED WAY OF OLMSTED COUNTY
903 W CENTER STREET SUITE 100ROCHESTERMN55902PCANNUAL FUNDRAISING$3,774
UNITED WAY OF STEELE COUNTY
1850 AUSTIN ROAD SUITE 103OWATONNAMN55060PCANNUAL FUNDRAISING$2,000
URBANDALE EDUCATION FOUNDATION SCHOLARSHIP PROGRAM
11152 AURORA AVENUEURBANDALEIA50322PCFUNDING FOR SCHOLARSHIP PROGRAM$500
URBANDALE FOOD PANTRY
7611 DOUGLAS AVENUEURBANDALEIA50322PCFUNDING FOR GENERAL OPERATING SUPPORT$2,000
VINE FAITH IN ACTION
421 E HICKORY STREETMANKATOMN56001PCFUNDING FOR AGING WELL AT HOME PROGRAM$2,500
WALLACE CENTERS OF IOWA
756 16TH STREETDES MOINESIA50314PCFUNDING FOR WALLACE HOUSE PRESERVATION IMPROVEMENTS$1,750
WAUKEE COMMUNITY SCHOOLS FOUNDATION
560 SE UNIVERSITY AVEWAUKEEIA50263PCFUNDING FOR SCHOLARSHIP PROGRAM$1,000
WESLEY COMMUNITY SERVICES INC
5508 NW 88TH STREETJOHNSTONIA50131PCFUNDING FOR MEALS ON WHEELS PROGRAM$2,500
WEST DES MOINES HISTORICAL SOCIETY
2001 FULLER ROADWEST DES MOINESIA50265PCFUNDING FOR DOCENT LED TOURS OF JORDAN HOUSE AND BENNETT SCHOOL$1,000
WEST DES MOINES HISTORICAL SOCIETY
2001 FULLER ROADWEST DES MOINESIA50265PCFUNDING FOR JAMES JORDAN SCHOLARS$2,000
WILDWOOD HILLS RANCH OF IOWA
2552 UNION LANESAINT CHARLESIA50240PCFUNDING FOR NEXT STEPS PROGRAM$2,500
WILLIAM G STOWE MEMORIAL FOUNDATION
505 FIFTH AVE SUITE 548DES MOINESIA50309PCFUNDING FOR WATER CURIA AT WATER WORKS PARK$2,500
WEST DES MOINES SCHOOLS STUDENT SCHOLARSHIP FUND
3775 EP TURE PARKWAY SUITE 155WEST DES MOINESIA50265PCFUNDING FOR SCHOLARSHIP PROGRAM$500
YOUNG WOMEN'S RESOURCE CENTER
818 5TH AVENUEDES MOINESIA50309PCFUNDING FOR AFTER SCHOOL EMPOWERMENT PROGRAM$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$257,134TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BOYS & GIRLS CLUB OF CENTRAL MINNESOTABusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1345 30TH AVE NAddressLine1Txt
CityST CLOUDCityNm
State AbbreviationMNStateAbbreviationCd
ZIP56303ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeFUNDING FOR PARTNERS FOR THE FUTURE PROGRAMGrantOrContributionPurposeTxt
Amt$10,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$10,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,112ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,991ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,570ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$57,673ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$57,673TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB US MC MID-CAP$114,966$209,013
PROSHARES RUSSELL 2000$124,996$136,521
PROSHARES S&P 500 ARISTOCRATS$119,452$216,104
SCHWAB US DIVIDEND EQUITY$118,901$224,583
SCHWAB US SMALL CAP$104,786$186,598
VANGUARD S&P 500$554,506$1,175,429

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS EXPENSEDesc

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$1,049Amt