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WEST BANCORPORATION FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WEST BANCORPORATION FOUNDATION INC (EIN 20-0523259)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-14
IRS object ID
202511349349102216
Schema version
2024v5.1
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)
Return2025-05-14T09:58:27-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-05-14SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRSM US LLPPreparerPersonNm
PTINP00988584PTIN
Phone5155586600PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,382,196FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$26,960ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$446InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$446InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$39,557DividendsRevAndExpnssAmt
Dividends Net Invst Incm$39,557DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$26,466NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$155,033GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$26,466CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$93,429TotalRevAndExpnssAmt
Total Net Invst Incm$66,469TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$1,088TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$69OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,157TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$267,657ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$267,657ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$268,814TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$267,657TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$175,385ExcessRevenueOverExpensesAmt
Net Investment Income$66,469NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,534CashBOYAmt
Cash EOY$5,711CashEOYAmt
Cash EOYFMV$5,711CashEOYFMVAmt
Sav And Temp Cash Invst BOY$84,039SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$34,045SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$34,045SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,137,607CorporateStockBOYAmt
Corporate Stock EOY$1,009,039CorporateStockEOYAmt
Corporate Stock EOYFMV$2,342,440CorporateStockEOYFMVAmt
Total Assets BOY$1,224,180TotalAssetsBOYAmt
Total Assets EOY$1,048,795TotalAssetsEOYAmt
Total Assets EOYFMV$2,382,196TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,224,180NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,048,795NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,224,180TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,048,795TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,224,180TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,048,795TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,224,180TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$175,385ExcessRevenueOverExpensesAmt
Subtotal$1,048,795SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,048,795TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
789 SHS PROSHARES RUSSELL 2000 DVD GRWRS ETFD2019-06-132024-05-24$49,967$46,963$3,004$3,004
445 SHS PROSHARES RUSSELL 2000 DVD GRWRS ETFD2019-06-132024-08-21$29,999$26,487$3,512$3,512
866 SHS PROSHARES RUSSELL 2000 DVD GRWRS ETFD2019-06-132024-11-22$64,668$51,546$13,122$13,122
19 SHS VANGUARD S&P 500 ETFD2016-05-172024-11-22$10,399$3,571$6,828$6,828
FieldValueIRS element (for citing)
Capital Gain Net Income$26,466CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$924InvestmentIncomeExciseTaxAmt
Subtotal$924SubtotalAmt
Tax Based On Investment Income$924TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$802EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$802TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$122TaxDueAmt

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$2,313,449AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,913AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,347,362TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,347,362AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,210CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,312,152NetVlNoncharitableAssetsAmt
Minimum Investment Return$115,608MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$115,608MinimumInvestmentReturnAmt
Tax Based On Investment Income$924TaxBasedOnInvestmentIncomeAmt
Total Tax$924TotalTaxAmt
Distributable Before Adj$114,684DistributableBeforeAdjAmt
Distributable Before Ded$114,684DistributableBeforeDedAmt
Distributable As Adjusted$114,684DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$267,657ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$267,657QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$114,684DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$237,544ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$187,426ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$169,312ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$211,515ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$158,044ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$963,841TotalExcessDistributionCyovAmt
Qualifying Distributions$267,657QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$114,684AppliedToCurrentYearAmt
Remaining Distri From Corpus$152,973RemainingDistriFromCorpusAmt
Total Corpus$1,116,814TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$237,544ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$879,270ExcessDistriCyovToNextYrAmt
Excess From Year4$187,426ExcessFromYear4Amt
Excess From Year3$169,312ExcessFromYear3Amt
Excess From Year2$211,515ExcessFromYear2Amt
Excess From Year1$158,044ExcessFromYear1Amt
Excess From Current Year$152,973ExcessFromCurrentYearAmt
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 (105 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 CANCER SOCIETY
750 HAWKINS DRIVEIOWA CITYIA52246PCFUNDING FOR HOPE LODGE HEROES CAMPAIGN$1,000
AMERICAN PARKINSON DISEASE ASSOCIATION IA CHAPTER
2951 86TH STREET SUITE 125URBANDALEIA50322PCFUNDING FOR GENERAL OPERATING SUPPORT$2,500
ANAWIM HOUSING
1750 48TH STREET SUITE 100BDES MOINESIA50310PCFUNDING FOR PERMANENT SUPPORTIVE HOUSING PROGRAM$7,500
ANKENY DOLLARS FOR SCHOLARS
3006 NE BRIARWOOD DRIVEANKENYIA50021PCFUNDING FOR SCHOLARSHIP PROGRAM$1,000
BALLET THEATRE OF DES MOINES
121 S 11TH STREET SUITE 100WEST DES MOINESIA50265PCFUNDING FOR BALLET DES MOINES CAMPUS FOR ARTS AND EDUCATION$10,000
BEST BUDDIES IOWA
7518 HICKMAN ROADDES MOINESIA50324PCFUNDING FOR FRIENDSHIP AND LEADERSHIP DEVELOPMENT PROGRAM$2,500
BIG BROTHERS BIG SISTERS OF CENTRAL IOWA INC
9051 SWANSON BLVDCLIVEIA50325PCFUNDING FOR MENTORING PROGRAMS$2,500
BIG BROTHER 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$1,500
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 HERTKO HOLLOW INC
4200 UNIVERSITY AVENUE SUITE 320WEST DES MOINESIA50266PCSCHOLARSHIP FUNDS FOR SUMMER CAMP FOR LOW-INCOME KIDS WITH DIABETES$3,000
CHILDREN & FAMILIES OF IOWA
1111 UNIVERSITY AVENUEDES MOINESIA50314PCFUNDING FOR GENERAL OPERATING SUPPORT$5,500
CHILDREN'S CANCER CONNECTION
5701 GREENDALE ROADJOHNSTONIA50131PCFUNDING FOR FAMILY CAMP PROGRAM$3,000
CHRIST THE KING CATHOLIC CHURCH
5711 SW 9TH STREETDES MOINESIA50315PCFUNDING FOR ANNUAL AUCTION$1,000
CHRYSALIS FOUNDATION
1248 8TH STREET SUITE 101WEST DES MOINESIA50265PCFUNDING FOR EDUCATION AND CAREER TRAINING PROJECT$2,500
CITY VOICES
924 45TH STREETDES MOINESIA50312PCFUNDING FOR A GROUP PIANO CLASS$500
COMMUNITY FOUNDATION OF GREATER DES MOINES
1915 GRAND AVENUEDES MOINESIA50309PCFUNDING FOR DELTA DENTAL PROGRAM$1,500
CROSS OUTREACH
PO BOX 12121DES MOINESIA50312PCFUNDING FOR BACK-TO-SCHOOL BACKPACK GIVEAWAY$2,000
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$10,000
DES MOINES CHILDREN'S MUSEUM
1551 VALLEY WEST DRIVE SUITE 108WEST DES MOINESIA50266PCFUNDING FOR QUIET SPACE UPGRADE$500
DES MOINES COMMUNITY ORCHESTRA
8013 NW 104TH CTJOHNSTONIA50131PCFUNDING FOR GCONCERT PROGRAMMING$1,000
DES MOINES PERFORMING ARTS
221 WALNUT STREETDES MOINESIA50309PCFUNDING FOR APPLAUSE EDUCATION SERIES$2,500
DES MOINES SYMPHONY & ACADEMY
1011 LOCUST STREET SUITE 200DES MOINESIA50309PCSPONSORSHIP OF YOUTH CONCERTS$2,500
DOWLING CATHOLIC HIGH SCHOOL
1400 BUFFALO ROADWEST DES MOINESIA50265PCANNUAL APPEAL$10,000
DRAGON SCHOLARSHIP FUND
PO BOX 108JOHNSTONIA50131PCFUNDING FOR SCHOLARSHIP PROGRAM$500
EAST HIGH ALUMNI FOUNDATION
PO BOX 3070DES MOINESIA50316PCFUNDING FOR SCHOLARSHIP PROGRAM$500
EVERYBODY WINS-IOWA INC
PO BOX 691DES MOINESIA50303PCFUNDING FOR POWER READ PROGRAM$5,000
EVERYSTEP FOUNDATION
3000 EASTON BLVD 1DES MOINESIA50317PCFUNDING FOR AMANDA THE PANDA GRIEF SUPPORT PROGRAM$5,000
EXCHANGE CLUB CENTER FOR FAMILY UNITY
1820 HARTLE AVENUEOWATONNAMN55060PCFUNDING FOR PARENT MENTOR PROGRAM$2,000
FAMILIES FOWARD
3001 GRAND AVENUEDES MOINESIA50312PCFUNDING FOR NEW DIRECTIONS SHELTER$4,000
FEEDING OUR COMMUNITIES PARTNERS
2120 HOWARD DRIVE WEST SUITE JNORTH MANKATOMN56003PCFUNDING FOR YOUTH HUNGER RELIEF SERVICES$1,000
FELLOWSHIP OF CHRISTIAN ATHLETES
2500 UNIVERSITY AVENUEDES MOINESIA50311PCFUNDING FOR GENERAL OPERATING EXPENSES$2,500
FOOD BANK OF IOWA
PO BOX 1517DES MOINESIA50305PCFUNDING FOR FOOD ASSISTANCE PROGRAMS$2,500
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
GENESIS INC
2500 UNIVERSITY AVENUEDES MOINESIA50311PCFUNDING FOR AFTER SCHOOL PROGRAM$2,000
GIRLS ROCK DES MOINES
6301 UNIVERSITY AVE SUITE 200WINDSOR HEIGHTSIA50324PCFUNDING FOR AFTER SCHOOL PROGRAM$1,000
GREATER DES MOINES BOTANICAL GARDEN
909 ROBERT D RAY DRIVEDES MOINESIA50309PCFUNDING FOR GENERAL OPERATING SUPPORT$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$6,670
HAWKEYE AREA COUNCIL BOY SCOUTS OF AMERICA
660 32ND AVENUE SWCEDAR RAPIDSIA52404PCFUNDING FOR SCOUTREACH AT-RISK SCOUTING PROGRAM$250
HONORING OPPORTUNITIES FOR PERSONAL EMPOWERMENT
1230 8TH STREET SUITE 201WEST DES MOINESIA50325PCFUNDING FOR GENERAL OPERATING SUPPORT$2,000
HOOVER MEREDITH LEARNING COMMUNITY FOUNDATION
4800 AURORA AVENUEDES MOINESIA50310PCFUNDING FOR SCHOLARSHIP PROGRAM$500
HOPE MINISTRIES
PO BOX 862DES MOINESIA50304PCFUNDING FOR MEALS FOR HOPE PROGRAM$6,000
HOYT SHERMAN PLACE FOUNDATION
1501 WOODLAND AVENUEDES MOINESIA50309PCFUNDING FOR FREE ADMISSION TO MUSEUM AND GALLERIES$1,000
IOWA ARCHITECTURAL FOUNDATION
400 LOCUST STREET SUITE 100DES MOINESIA50309PCFUNDING FOR ADVENTURES IN ARCHITECTURE PROGRAM$500
IOWA CHAPTER CYSTIC FIBROSIS FOUNDATION
1501 42ND STREET SUITE 230WEST DES MOINESIA50266PCFUNDING FOR EDUCATION, RESPITE CARE AND PATIENT ASSISTANCE$2,500
IOWA COUNCIL FOR INTERNATIONAL UNDERSTANDING
3839 MERLE HAY ROAD SUITE 259DES MOINESIA50310PCFUNDING FOR MULTILINGUAL RESOURCES & EDUCATION PROGRAMS FOR IMMIGRANTS & REFUGEES$2,225
IOWA STATE FAIR BLUE RIBBON FOUNDATION
PO BOX 57130DES MOINESIA50317PCFUNDING TO PRESERVE AND IMPROVE THE FAIRGROUNDS$2,500
IOWA VALLEY HABITAT FOR HUMANITY INC
2401 SCOTT BLVD SEIOWA CITYIA52240PCFUNDING FOR EMERGENCY REPAIRS, ACCESSIBILITY MODIFICATIONS AND MAJOR APPLIANCE REPLACEMENT$3,000
JOPPA
2326 EUCLID AVENUEDES MOINESIA50310PCFUNDING FOR HOMELESS SERVICES PROGRAM$5,000
JUNIOR ACHIEVEMENT OF EASTERN IOWA
324 3RD STREET SE SUITE 200CEDAR RAPIDSIA52401PCFUNDING FOR PROGRAMS TO TEACH DISADVANTAGED YOUTH ABOUT EARNING, SPENDING, AND SAVING MONEY$500
KIDS FIGHTING HUNGER
PO BOX 7550ST CLOUDMN56302PCFUNDING FOR FOOD PACKAGING VOLUNTEER EVENT$500
KIRKWOOD COMMUNITY COLLEGE FOUNDATION
6301 KIRKWOOD BLVD SWCEDAR RAPIDSIA52404PCFUNDING FOR SCHOLARSHIP PROGRAM$1,000
LINK ASSOCIATES
1452 29TH STREETWEST DES MOINESIA50266PCFUNDING FOR INSTALLATION OF RADON MITIGATION SYSTEMS$1,175
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
MANKATO AREA FOUNDATION
212 E WALNUT STREET SUITE 1MANKATOMN56001PCFUNDING FOR GENERAL OPERATING SUPPORT$1,000
MANKATO AREA FOUNDATION
212 E WALNUT STREET SUITE 1MANKATOMN56001PCFUNDING TO ASSIST CANCER PATIENTS$2,500
MEALS FROM THE HEARTLAND
357 LINCOLN STREETWEST DES MOINESIA50265PCFUNDING FOR MOBILE HUNGER FIGHT$2,900
MIND & SPIRIT COUNSELING CENTER
8553 URBANDALE AVENUEURBANDALEIA50322PCFUNDING FOR PROFESSIONAL DEVELOPMENT$7,500
MULTICULTURAL EDUCATIONAL EXHIBITS & PROGRAMS
100 E EUCLID AVENUE SUITE 113DES MOINESIA50316PCFUNDING FOR LEADERSHIP & MENTORING PROGRAM$1,500
NORWALK STUDENT EDUCATIONAL FOUNDATION
PO BOX 310NORWALKIA50211PCFUNDING FOR SCHOLARSHIP PROGRAM$500
OBESITY AWARENESS IN ACTION
1151 EAGLE DRIVE 177LOVELANDCO80537PCFUNDING FOR AWARENESS BOUND YOUTH HEALTH AND WELLNESS PROGRAM$1,750
OUTREACH PROGRAM
7401 S HWY 69DES MOINESIA50320PCFUNDING FOR MEAL PROGRAM$1,000
PARKS AREA FOUNDATION
1012 OAK PARK AVENUEDES MOINESIA50313PCFUNDING FOR RENDEZVOUS ON THE RIVER EVENT SERIES$2,500
PARTY ON THE HILL INC
303 LOCUST STREET SUITE 400DES MOINESIA50309PCFUNDING TO SUPPORT THE CHILDREN'S CHARITIES$2,500
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$5,000
PREVENT BLINDNESS IOWA
1111 9TH STREET SUITE 250DES MOINESIA50314PCLIGHT THE NIGHT FOR SIGHT WALK$2,500
PROJECT IOWA
4801 FRANKLIN AVENUE ROOM 106DES MOINESIA50310PCFUNDING FOR CULTIVATING CAREERS PROGRAM$2,500
PROJECT LEGACY
PO BOX 7182ROCHESTERMN55906PCFUNDING FOR A PROGRAM THAT HELPS BIPOC AND MARGINALIZED STUDENTS ACHIEVE THEIR BACHELOR'S DEGREE$1,000
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
REGINA FOUNDATION
2140 ROCHESTER AVEIOWA CITYIA52245PCFUNDING FOR REGINA EXCELLENCE FUND$2,500
ROCHESTER AREA FOUNDATION
12 ELTON HILLS DRIVE NWROCHESTERMN55901PCFUNDING FOR PROJECT TO PROVIDE AFFORDABLE HOUSING$2,500
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
SAFETY VILLAGE OF JOHNSTON COUNTY
501 12TH AVENUECORALVILLEIA52241PCFUNDING FOR RESTORATION OF STRUCTURAL FACILITIES$2,000
SAFETY VILLAGE OF JOHNSTON COUNTY
501 12TH AVENUECORALVILLEIA52241PCFUNDING FOR MEMORIAL GIFT$300
SHANNON O'HARA FOUNDATION
1314 WILLOW LN SWROCHESTERMN55902PCFUNDING FOR SCHOLARSHIP PROGRAM$2,500
SINGLE PARENT PROVISION
2041 GRAND AVENUE SUITE DWEST DES MOINESIA50265PCFUNDING FOR SINGLE MOMS CHRISTMAS DINNER$2,000
SLEEP IN HEAVENLY PEACE INC
PO BOX 390780OMAHANE68139PCFUNDING TO BUILD BEDS FOR CHILDREN IN NEED$1,000
SOLON DOLLAS FOR SCHOLARS
PO BOX 551SOLONIA52333PCFUNDING FOR SCHOLARSHIP PROGRAM$500
SOUTHEAST POLK DOLLARS FOR SCHOLARS
PO BOX 203ALTOONAIA50009PCFUNDING FOR SCHOLARSHIP PROGRAM$500
ST CLOUD AREA YMCA
2001 STOCKINGER DRIVEST CLOUDMN56303PCFUNDING FOR THE DEVELOPMENT OF A COMMUNITY WATER PARK AND POOL$5,000
TASTE OF THE JUNCTION INC
1312 MAPLE STREETWEST DES MOINESIA50265PCFUNDING FOR MULTI-CULTURAL EVENT$2,500
THE BRIDGE - A VISION FOR SHARED DOWNTOWN MINISTRY
2625 ROLLINS AVENUEDES MOINESIA50312PCMEAL PROGRAM FOR THE HOMELESS & LOW-INCOME$4,000
THE EDDIE DAVIS COMMUNITY CENTER INC
1312 MAPLE STREETWEST DES MOINESIA50265PCFUNDING FOR SOCIAL SERVICE PROGRAMS$3,000
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$3,867
UNITED WAY OF STEELE COUNTY
245 18TH STREET SUITE 1OWATONNAMN55060PCANNUAL FUNDRAISING$2,020
URBAN DREAMS
1615 2ND AVENUEDES MOINESIA50314PCFUNDING FOR YOUTH EMPLOYMENT PROGRAM$2,500
URBANDALE EDUCATION FOUNDATION SCHOLARSHIP PROGRAM
11152 AURORA AVENUEURBANDALEIA50322PCFUNDING FOR SCHOLARSHIP PROGRAM$500
URBANDALE FOOD PANTRY
7611 DOUGLAS AVENUEURBANDALEIA50322PCFUNDING FOR GENERAL OPERATING SUPPORT$1,500
VARIETY - THE CHILDREN'S CHARITY OF IOWA
505 5TH AVENUE SUITE 310DES MOINESIA50309PCFUNDING FOR TELETHON$5,000
WAUKEE COMMUNITY SCHOOLS FOUNDATION
560 SE UNIVERSITY AVENUEWAUKEEIA50263PCFUNDING 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 GENERAL OPERATING SUPPORT$2,500
WEST DES MOINES HISTORICAL SOCIETY
2001 FULLER ROADWEST DES MOINESIA50265PCFUNDING FOR JAMES JORDAN SCHOLARS$2,500
WEST DES MOINES SCHOOLS STUDENT SCHOLARSHIP FUND
3775 EP TRUE 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$267,657TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUB OF CENTRAL MINNESOTA
345 30TH AVE NST CLOUDMN56303PCFUNDING FOR PARTNERS FOR THE FUTURE PROGRAM$5,000
ST CLOUD AREA YMCA
2001 STOCKINGER DRIVEST CLOUDMN56303PCFUNDING FOR DEVELOPMENT OF A COMMUNITY WATER PARK & POOL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$15,000TotalGrantOrContriApprvFutAmt

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$446ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,557ExclusionAmt
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$26,466ExclusionAmt
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$66,469ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$66,469TotalIncomeProducingActyAmt

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$230,686
PROSHARES RUSSELL 2000$0$0
PROSHARES S&P 500 ARISTOCRATS$119,452$225,978
SCHWAB US DIVIDEND EQUITY$118,901$241,782
SCHWAB US SMALL CAP$104,786$204,294
VANGUARD S&P 500$550,934$1,439,700

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