SEIDLER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SEIDLER FOUNDATION (EIN 42-1209825)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202533109349100133
- Schema version
- 2024v5.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T09:39:50-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 |
| 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 | 2025-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHY FAIRCHILD | PreparerPersonNm |
| PTIN | P00222608 | PTIN |
| Phone | 5155586600 | PhoneNum |
| Preparation | 2025-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $103,852,119 | 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 | $16,570,455 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,691,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,691,515 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $777,613 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,880,378 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $777,613 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,854 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,854 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,041,437 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,470,982 | 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 | $5,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $276,499 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $180,399 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $96,100 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,037 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,486 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,529 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,265 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,264 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $318,315 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $195,775 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $102,989 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,094,275 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,094,275 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,412,590 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $195,775 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,197,264 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,628,847 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,275,207 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $322,072 | CashBOYAmt |
| Cash EOY | $7,964,872 | CashEOYAmt |
| Cash EOYFMV | $7,964,872 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $375 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $108,664 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $9,934,754 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,092,568 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,096,989 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,052,771 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,670,979 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,809,514 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,330,701 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,774,354 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,923,954 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $41,138,788 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $48,460,489 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,948,126 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $73,779,461 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,963,262 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $103,852,119 | 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 | $73,779,063 | RetainedEarningBOYAmt |
| Retained Earning EOY | $87,962,864 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,779,461 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $87,963,262 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,779,461 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $87,963,262 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,779,461 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,628,847 | ExcessRevenueOverExpensesAmt |
| Other Increases | $52,318 | OtherIncreasesAmt |
| Subtotal | $89,460,626 | SubtotalAmt |
| Other Decreases | $1,497,364 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $87,963,262 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $13,442,757 | $13,102,765 | $339,992 | $339,992 |
| DM KELLY CAPITAL GAIN DISTRIBUTION | P | $340,912 | $340,912 | $340,912 | |
| JP MORGAN CAPITAL GAIN DISTRIBUTION | P | $12,623 | $12,623 | $12,623 | |
| MORGAN STANLEY CAPITAL GAIN DISTRIBUTION | P | $84,086 | $84,086 | $84,086 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $777,613 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $45,525 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $45,525 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $45,525 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,120 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $94,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $48,595 | OverpaymentAmt |
| Applied To ES Tax | $48,595 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | MARK DEN ADEL | 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 | $86,097,121 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,033,179 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $87,130,300 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $87,130,300 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,306,955 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $85,823,345 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,291,167 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,291,167 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $45,525 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $45,525 | TotalTaxAmt |
| Distributable Before Adj | $4,245,642 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,245,642 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,245,642 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,197,264 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,197,264 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,245,642 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $26,409 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $86,654 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $40,806 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $409,388 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $563,257 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,197,264 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,197,264 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $48,378 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $48,378 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $514,879 | 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 | $514,879 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $64,685 | ExcessFromYear3Amt |
| Excess From Year2 | $40,806 | ExcessFromYear2Amt |
| Excess From Year1 | $409,388 | ExcessFromYear1Amt |
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 (175 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 | $20,000 |
| ALSACST JUDES CHILDREN RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $15,000 |
| AMERICAN PUBLIC SQUARE | |||||||
| 300 E 39TH STREET 4F | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL SUPPORT | $60,000 |
| ARIZONA COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK RD SUITE 405B | PHOENIX | AZ | 85016 | NONE | PC | VI SILVERSTONE SCHOLARSHIP FUND | $3,500 |
| ARIZONA COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK RD SUITE 405B | PHOENIX | AZ | 85016 | NONE | PC | VI SILVERSTONE SCHOLARSHIP FUND | $6,500 |
| ARIZONA COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK RD SUITE 405B | PHOENIX | AZ | 85016 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ARTS ENGAGEMENT FOUNDATION OF KANSAS CITY | |||||||
| 20 EAST GREGORY | KANSAS CITY | MO | 64114 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BELOIT COLLEGE | |||||||
| 700 COLLEGE ST | BELOIT | WI | 53511 | NONE | PC | GENERAL SUPPORT | $10,000 |
| BIG HORN AUDUBON SOCIETY | |||||||
| PO BOX 535 | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $10,000 |
| 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 | $2,000 |
| BOYS AND GIRLS CLUB OF CENTRAL IOWA | |||||||
| 1421 WALKER ST | DES MOINES | IA | 50316 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BRAIN CHEMISTRY LABS | |||||||
| PO BOX 3464 | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CEDAR RAPIDS JEFFERSON HIGH SCHOOL | |||||||
| 1243 20TH ST SW | CEDAR RAPIDS | IA | 52404 | NONE | PC | COMPUTER EQUIPMENT | $21,070 |
| CENTER FOR PRACTICAL BIOETHICS | |||||||
| 1111 MAIN ST SUITE 500 | KANSAS CITY | MO | 64105 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CENTER FOR VITAL COMMUNITY | |||||||
| 245 S BROADWAY | SHERIDAN | WY | 82072 | NONE | PC | GENERAL SUPPORT | $25,000 |
| CENTRAL COLLEGE CADE CHISM | |||||||
| 812 UNIVERSITY STREET | PELLA | IA | 502191999 | NONE | I | SCHOLARSHIP | $10,000 |
| CHAPS | |||||||
| 1590 SUGARLAND DR STE B | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $15,000 |
| CHARLOTTE STREET FOUNDATION | |||||||
| 3325 WYOMING ST | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CHILDREN AND FAMILIES OF IOWA | |||||||
| 1111 UNIVERSITY AVE | DES MOINES | IA | 50314 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CHILDRENS HOME AND AID | |||||||
| 125 S WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CLIMB WYOMING | |||||||
| 1001 W 31 ST | CHYEYENNE | WY | 82001 | NONE | PC | GENERAL SUPPORT | $20,000 |
| COE COLLEGE JANDA BRAXTON | |||||||
| 1220 1ST AVE NE | CEDAR RAPIDS | IA | 52402 | NONE | I | SCHOLARSHIP | $5,000 |
| COE COLLEGE KYLEE TRAYWICK | |||||||
| 1220 1ST AVE NE | CEDAR RAPIDS | IA | 52402 | NONE | I | SCHOLARSHIP | $10,000 |
| COE COLLEGE TERI 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 | $102,750 |
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| PO 574 | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $12,300 |
| COMMUNITY SAFETY NETWORK | |||||||
| PO BOX 1328 | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $5,000 |
| COMPASS CENTER FOR FAMILIES | |||||||
| 1095 SUGARVIEW DR | SHERIDAN | WY | 82072 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CONCORDIA UNIVERSITY DANIKA BURKETT | |||||||
| 800 N COLUMBIA AVE | SEWARD | NE | 68434 | NONE | I | SCHOLARSHIP | $10,000 |
| CORNELL COLLEGE JESSICA O'BRIEN | |||||||
| 600 FIRST ST SW | MT VERNON | IA | 52314 | NONE | I | SCHOLARSHIP | $10,530 |
| CORNELL COLLEGE JULISSA TORRES | |||||||
| 600 FIRST ST SW | MT VERNON | IA | 52314 | NONE | I | SCHOLARSHIP | $11,560 |
| CORNELL COLLEGE LEVI THOMPSON | |||||||
| 600 FIRST ST SW | MT VERNON | IA | 52314 | NONE | I | SCHOLARSHIP | $12,939 |
| CORNELL COLLEGE SHANNON FRENO | |||||||
| 600 FIRST ST SW | MT VERNON | IA | 52314 | NONE | I | SCHOLARSHIP | $10,000 |
| CORNELL COLLEGE TAYLOR MCCUSKER | |||||||
| 600 FIRST ST SW | MT VERNON | IA | 52314 | NONE | I | SCHOLARSHIP | $10,530 |
| DES MOINES ART CENTER | |||||||
| 4700 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | GENERAL SUPPORT | $10,000 |
| 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 | $100,000 |
| DES MOINES METRO OPERA | |||||||
| 106 W BOSTON AVE | INDIANOLA | IA | 50125 | NONE | PC | GENERAL SUPPORT | $15,000 |
| DES MOINES SYMPHONY | |||||||
| 1011 LOCUST ST | DES MOINES | IA | 50309 | NONE | PC | GENERAL SUPPORT | $5,000 |
| DOG & CAT SHELTER | |||||||
| 84 EAST RIDGE ROAD | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $1,000 |
| EMERSON COLLEGE AVE 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 | $20,000 |
| FARMER'S HOUSE | |||||||
| 415 MAIN STREET | WESTON | MO | 64098 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FOOD BANK OF IOWA | |||||||
| 220 E 17TH ST | DES MOINES | IA | 50309 | NONE | PC | GENERAL SUPPORT | $300,000 |
| FOOD BANK OF WYOMING | |||||||
| PO BOX 1540 | EVANSVILLE | WY | 82636 | NONE | PC | GENERAL SUPPORT | $150,000 |
| FOOTHILLS FOOD BANK | |||||||
| 5038 HIDDEN VALLEY DR | CAVE CREEK | AZ | 85330 | NONE | PC | GENERAL SUPPORT | $50,000 |
| FORT PHIL KEARNEYBOZEMAN TRAIL ASSOCIATION | |||||||
| 528 WAGON BOX RD | BANNER | WY | 82832 | NONE | PC | GENERAL SUPPORT | $15,000 |
| GIFFORDS | |||||||
| PO BOX 51196 | WASHINGTON | DC | 20091 | NONE | PC | GENERAL SUPPORT | $2,000 |
| GRAND TETON MUSIC FESTIVAL | |||||||
| 4015 N LAKE CREEK DR | WILSON | WY | 83014 | NONE | PC | GENERAL SUPPORT | $250,000 |
| GREAT JOBS KC | |||||||
| 8080 WARD PARKWAY SUITE 402 | KANSAS CITY | MO | 64114 | NONE | PC | GENERAL SUPPORT | $10,000 |
| HARVESTERS COMMUNITY FOOD NETWORK | |||||||
| 3801 TOPPING AVENUE | KANSAS CITY | MO | 64129 | NONE | PC | GENERAL SUPPORT | $150,000 |
| 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 | $20,000 |
| IOWA JEWISH HISTORICAL SOCIETY | |||||||
| 33158 UTE AVENUE | WAUKEE | IA | 50253 | NONE | PC | GENERAL SUPPORT | $5,000 |
| 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 | 50013 | NONE | I | SCHOLARSHIP | $5,000 |
| IOWA STATE UNIVERSITY CARYN HORNING | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50013 | NONE | I | SCHOLARSHIP | $5,000 |
| IOWA STATE UNIVERSITY DRENUSHA ZENE | |||||||
| 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 EMERSON COLLI | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50013 | NONE | I | SCHOLARSHIP | $10,000 |
| IOWA STATE UNIVERSITY GACIEN CENEUS | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50013 | NONE | I | SCHOLARSHIP | $10,000 |
| IOWA STATE UNIVERSITY JAMEY NGUYEN | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50013 | NONE | I | SCHOLARSHIP | $5,000 |
| IOWA STATE UNIVERSITY JOHANNA MALDA | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50013 | NONE | I | SCHOLARSHIP | $5,000 |
| IOWA STATE UNIVERSITY JOSHUA PRIER | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50013 | NONE | I | SCHOLARSHIP | $10,000 |
| IOWA STATE UNIVERSITY YAO AMEGANDJI | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50013 | NONE | I | SCHOLARSHIP | $10,000 |
| JACKSON HOLE JEWISH COMMITTEE | |||||||
| PO BOX 10667 | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $10,000 |
| JACKSON HOLE JEWISH COMMITTEE | |||||||
| PO BOX 10667 | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $5,000 |
| JEWISH FAMILY SERVICES OF KANSAS CITY | |||||||
| 5801 W 115TH ST STE 103 | OVERLAND PARK | KS | 66211 | NONE | PC | GENERAL SUPPORT | $30,000 |
| JEWISH FEDERATION OF DES MOINES | |||||||
| 33158 UTE AVE | WAUKEE | IA | 50203 | NONE | PC | GENERAL SUPPORT | $250,000 |
| JEWISH FEDERATION OF KANSAS CITY | |||||||
| 5801 W 115TH ST | OVERLAND PARK | KS | 66211 | NONE | PC | GENERAL SUPPORT | $19,500 |
| JEWISH FEDERATION OF KANSAS CITY | |||||||
| 5801 W 115TH ST | OVERLAND PARK | KS | 66211 | NONE | PC | GENERAL SUPPORT | $37,500 |
| JEWISH FEDERATION OF SOUTHERN ARIZONA | |||||||
| 3718 E RIVER RD STE 100 | TUCSON | AZ | 85718 | NONE | PC | GENERAL SUPPORT | $1,000 |
| JOHNSON COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 12345 COLLEGE BLVD | OVERLAND PARK | KS | 66210 | NONE | PC | GENERAL SUPPORT | $76,000 |
| JOSEPH E 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 | $5,000 |
| KANSAS CITY ART INSTITUTE | |||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL SUPPORT | $214,000 |
| KANSAS CITY FRIENDS OF ALVIN AILEY | |||||||
| 1714 EAST 18TH STREET | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL SUPPORT | $10,000 |
| KANSAS CITY SCHOLARS | |||||||
| 8080 WARD PARKWAY STE 402 | KANSAS CITY | MO | 64114 | NONE | PC | GENERAL SUPPORT | $10,000 |
| KANSAS CITY SYMPHONY | |||||||
| 1644 WYANDOTTE ST | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL SUPPORT | $25,000 |
| KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | |||||||
| 1891 CONSTANT AVE | LAWRENCE | KS | 66047 | NONE | PC | GENERAL SUPPORT | $10,000 |
| KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | |||||||
| 1891 CONSTANT AVE | LAWRENCE | KS | 66047 | NONE | PC | GENERAL SUPPORT | $10,000 |
| KCPT KANSAS CITY PUBLIC TV | |||||||
| 125 EAST 31ST STREET | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL SUPPORT | $20,000 |
| KCUR NATIONAL PUBLIC RADIO | |||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 64110 | NONE | PC | GENERAL SUPPORT | $20,000 |
| KEHLIATH ISRAEL SYNAGOGUE | |||||||
| 10501 CONSER ST | OVERLAND PARK | KS | 66212 | NONE | PC | GENERAL SUPPORT | $10,000 |
| KIRKWOOD COMMUNITY COLLEGE JOCELYN | |||||||
| 6301 KIRKWOOD BLVD SW | CEDAR RAPIDS | IA | 52404 | NONE | I | SCHOLARSHIP | $3,150 |
| KIRKWOOD COMMUNITY COLLEGE KYLE HOW | |||||||
| 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 |
| KJZZ FRIENDS OF ARIZONA PUBLIC RADIO | |||||||
| 2323 WEST 14TH STREET | TEMPE | AZ | 85281 | NONE | PC | GENERAL SUPPORT | $3,000 |
| LEAD TO READ | |||||||
| 6022 NORTH STARHBURY AVENUE | KANSAS CITY | MO | 64151 | NONE | PC | GENERAL SUPPORT | $10,000 |
| MAZON | |||||||
| PO BOX 96119 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL SUPPORT | $5,000 |
| 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 | $30,000 |
| MOUNT MERCY UNIVERSITY ANNA NTOLE | |||||||
| 1330 ELMHURST DR NE | CEDAR RAPIDS | IA | 52402 | NONE | I | SCHOLARSHIP | $10,000 |
| MOUNT MERCY UNIVERSITY JOSUE GUERRE | |||||||
| 1330 ELMHURST DR NE | CEDAR RAPIDS | IA | 52402 | NONE | I | SCHOLARSHIP | $10,000 |
| MOUNT MERCY UNIVERSITY KIELY CRUZ-P | |||||||
| 1330 ELMHURST DR NE | CEDAR RAPIDS | IA | 52402 | NONE | I | SCHOLARSHIP | $10,000 |
| MOUNT MERCY UNIVERSITY MARISSA PANO | |||||||
| 1330 ELMHURST DR NE | CEDAR RAPIDS | IA | 52402 | NONE | I | SCHOLARSHIP | $10,000 |
| MT VERNON SCHOOL DISTRICT | |||||||
| 525 PALSADES RD SW | MT VERNON | IA | 52314 | NONE | PC | GENERAL SUPPORT | $7,500 |
| NELSON ATKINS MUSEUM OF ART | |||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL SUPPORT | $10,000 |
| NELSON ATKINS MUSEUM OF ART | |||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL SUPPORT | $25,000 |
| NORTHERN MICHIGAN UNIVERSITY | |||||||
| 1401 PRESQUE ISLE AVE | MARQUETTE | MI | 49855 | NONE | PC | GENERAL SUPPORT | $3,737 |
| NORTHWESTERN UNIVERSITY | |||||||
| 28274 NETWORK PLACE | CHICAGO | IL | 60673 | NONE | PC | GENERAL SUPPORT | $20,000 |
| 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 | $20,000 |
| PENN STATE BRANDYWINE SHAKERRA BRUN | |||||||
| 1330 ELMHURST DR NE | CEDAR RAPIDS | IA | 52402 | NONE | I | SCHOLARSHIP | $10,000 |
| PHOENIX ART MUSEUM | |||||||
| 1625 N CENTRAL AVE | PHOENIX | AZ | 85004 | NONE | PC | GENERAL SUPPORT | $1,500 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PLANNED PARENTHOOD OF ROCKY MOUNTAINS | |||||||
| 7155 E 38TH AVE | DENVER | CO | 80207 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PLANNED PARENTHOOD | |||||||
| 901 NE LOOP 410 STE 508 | SAN ANTONIO | TX | 78209 | NONE | PC | GENERAL SUPPORT | $10,000 |
| POWDER RIVER BASIN RESOURCE CENTER | |||||||
| 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 | $8,000 |
| PROTECT OUR WATERS JACKSON HOLE | |||||||
| PO BOX 1014 | WILSON | WY | 830141014 | NONE | PC | GENERAL SUPPORT | $10,000 |
| REPRODUCTIVE HEALTH CARE OF THE BIGHORNS | |||||||
| 128 SOUTH THURMOND STREET SHERIDAN | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $8,000 |
| SAVANNAH COLLEGE JACE COBERLY | |||||||
| 516 DRAYTON ST | SAVANNAH | GA | 31401 | NONE | I | SCHOLARSHIP | $10,000 |
| SCIENCE KIDS | |||||||
| 1081 AIRPORT RD | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $8,000 |
| SECOND CHANCE CAT RESCUE | |||||||
| 134 VEDDER RD | ST JOHNSVILLE | NY | 13452 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SHERIDAN COMMUNITY LAND TRUST | |||||||
| PO BOX 7185 | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $25,000 |
| SHERIDAN COUNTY LIBRARY FUND | |||||||
| 335 W ALGER ST | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SHERIDAN FOSTER PARENT EXCHANGE | |||||||
| PO BOX 3055 | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SHERIDAN MEMORIAL HOSPITAL FOUNDATION | |||||||
| PO BOX 391 | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $30,000 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 S ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SJOGREN'S FOUNDATION | |||||||
| 10701 PARKRIDGE BLVD 170 | RESTON | VA | 20191 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SMILE TRAIN | |||||||
| PO BOX 96208 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL SUPPORT | $8,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SPECIAL OLYMPICS KANSAS | |||||||
| 5280 FOXRIDGE DRIVE | MISSION | KS | 66202 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST JOSEPH'S INDIAN SCHOOL | |||||||
| 1301 N MAIN ST PO BOX 89 | CHAMBERLAIN | SD | 57325 | NONE | PC | GENERAL SUPPORT | $2,000 |
| TEMPLE B'NAI JESHURUN | |||||||
| 5101 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | GENERAL SUPPORT | $15,000 |
| TEMPLE B'RITH SHOLOM | |||||||
| 1004 S 4TH ST 1 | SPRINGFIELD | IL | 62703 | NONE | PC | GENERAL SUPPORT | $1,000 |
| TEMPLE UNIVERSITY SOPHIA BRAGGS | |||||||
| 1801 NORTH BROAD STREET | PHILADELPHIA | PA | 19122 | NONE | I | SCHOLARSHIP | $11,209 |
| THE BRADFORD BRINTON MEMORIAL & MUSEUM | |||||||
| PO BOX 460 | BIG HORN | WY | 82833 | NONE | PC | GENERAL SUPPORT | $8,000 |
| THE FOOD GROUP | |||||||
| 51 COFFEEN AVE ST 101 | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $150,000 |
| THE HUB ON SMITH | |||||||
| 211 SMITH STREET | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $20,000 |
| UCROSS FOUNDATION | |||||||
| 30 BIG RED LANE | CLEARMONT | WY | 82835 | NONE | PC | GENERAL SUPPORT | $5,000 |
| UNICEF USA | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNITED STATES HOLOCAUST MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE | WASHINGTON | DC | 20024 | NONE | PC | GENERAL SUPPORT | $5,000 |
| UNITED WAY | |||||||
| 111 NINTH ST STE 100 | DES MOINES | IA | 50314 | NONE | PC | GENERAL SUPPORT | $25,000 |
| UNIVERSITY OF HEALTH SCIENCES AND P | |||||||
| 1 PHARMACY PLACE | ST LOUIS | MO | 63110 | NONE | I | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF ILLINOIS FUND | |||||||
| 1305 W GREN ST | URBANA | IL | 61801 | NONE | PC | GENERAL SUPPORT | $20,000 |
| UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | PC | GENERAL SUPPORT | $300,000 |
| UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT | |||||||
| PO BOX 4550 | IOWA CITY | IA | 52244 | NONE | PC | IOWA LIONS EYE BANK | $5,000 |
| UNIVERSITY OF IOWA UI SERVICE CENTE | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $2,500 |
| 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 | $10,000 |
| 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 | $10,000 |
| UNIVERSITY OF IOWA UI SERVICE CENTE | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $10,000 |
| UNIVERSITY OF IOWA UI SERVICE CENTE | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $10,000 |
| UNIVERSITY OF IOWA UI SERVICE CENTE | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $10,000 |
| 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 | $10,000 |
| UNIVERSITY OF IOWA UI SERVICE CENTE | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $10,000 |
| 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 ADDY AN | |||||||
| 105 GILCREST HALL | CEDAR FALLS | IA | 50614 | NONE | I | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF NORTHERN IOWA CAITLYN | |||||||
| 105 GILCREST HALL | CEDAR FALLS | IA | 50614 | NONE | I | SCHOLARSHIP | $10,000 |
| UNIVERSITY OF NORTHERN IOWA DAMIEN | |||||||
| 105 GILCREST HALL | CEDAR FALLS | IA | 50614 | NONE | I | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF NORTHERN IOWA ESTEPHN | |||||||
| 105 GILCREST HALL | CEDAR FALLS | IA | 50614 | NONE | I | SCHOLARSHIP | $10,000 |
| UNIVERSITY OF NORTHERN IOWA HAILEY | |||||||
| 105 GILCREST HALL | CEDAR FALLS | IA | 50614 | NONE | I | SCHOLARSHIP | $10,000 |
| UNIVERSITY OF NORTHERN IOWA KIYAREE | |||||||
| 105 GILCREST HALL | CEDAR FALLS | IA | 50614 | NONE | I | SCHOLARSHIP | $10,000 |
| UNIVERSITY OF NORTHERN IOWA SHUKURU | |||||||
| 105 GILCREST HALL | CEDAR FALLS | IA | 50614 | NONE | I | SCHOLARSHIP | $10,000 |
| UNIVERSITY OF NORTHERN IOWA WRIGLEY | |||||||
| 105 GILCREST HALL | CEDAR FALLS | IA | 50614 | NONE | I | SCHOLARSHIP | $10,000 |
| VARIETY CLUB OF IADOCTORS WO BORDERS | |||||||
| 505 5TH AVE STE 310 | DES MOINES | IA | 50309 | NONE | PC | GENERAL SUPPORT | $15,000 |
| VARIETY CLUB OF IADOCTORS WO BORDERS | |||||||
| 505 5TH AVE STE 310 | DES MOINES | IA | 50309 | NONE | PC | GENERAL SUPPORT | $35,000 |
| VOLUNTEERS OF AMERICA | |||||||
| 1876 S SHERIDAN AVE | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $30,000 |
| 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 | $50,000 |
| WYOMING PBS FOUNDATION | |||||||
| 2660 PECK AVE | RIVERTON | WY | 82501 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WYOMING PUBLIC MEDIA | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | NONE | PC | GENERAL SUPPORT | $40,000 |
| WYOMING THEATER | |||||||
| PO BOX 528 | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $25,000 |
| WYOMING TROUT UNLIMITED | |||||||
| 520 WILKES DR | GREEN RIVER | WY | 82935 | NONE | PC | GENERAL SUPPORT | $500 |
| WYOMING'S WOMEN'S FOUNDATION | |||||||
| 1441 N 5TH ST STE 201 | LARAMIE | WY | 82072 | NONE | PC | GENERAL SUPPORT | $20,000 |
| ZACK JOHNSON FOUNDATION | |||||||
| PO BOX 2336 | CEDAR RAPIDS | IA | 52406 | NONE | PC | GENERAL SUPPORT | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,094,275 | 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 | $2,691,515 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $777,613 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,854 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,470,982 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,470,982 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| STANLEY B SEIDLER | |||||||
| 1 | PO BOX 1297 | DES MOINES | IA | 503051297 | $449,800 | Yes (X) | |
| STANLEY B SEIDLER | |||||||
| 2 | PO BOX 1297 | DES MOINES | IA | 503051297 | $414,184 | Yes (X) | |
| STANLEY B SEIDLER | |||||||
| 3 | PO BOX 1297 | DES MOINES | IA | 503051297 | $430,517 | Yes (X) | |
| SUSAN G SEIDLER | |||||||
| 4 | PO BOX 1297 | DES MOINES | IA | 503051297 | $137,977 | Yes (X) | |
| CAROL S MAVRAKIS | |||||||
| 5 | PO BOX 1297 | DES MOINES | IA | 503051297 | $137,977 | Yes (X) | |
| EXCELL MARKETING | |||||||
| 6 | PO BOX 1297 | DES MOINES | IA | 503051297 | $15,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2300 SHARES OF ALPHABET INC CL A | $449,800 | 2024-12-31 |
| 2 | 1600 SHARES OF APPLE INC | $414,184 | 2024-12-31 |
| 3 | 450 SHARES OF COSTCO | $430,517 | 2024-12-31 |
| 4 | 2300 SHARES OF MONDELEZ INT INC | $137,977 | 2024-12-26 |
| 5 | 2300 SHARES OF MONDELEZ INT INC | $137,977 | 2024-12-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,250 | Amt |
| Net Investment Income | $2,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,625 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (76 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $242,623 | $248,454 |
| ABBVIE INC | $89,992 | $88,918 |
| ADOBE INC | $90,991 | $90,719 |
| AMAZON.COM INC | $88,383 | $93,317 |
| AMERICAN EXPRESS | $233,463 | $239,318 |
| AMERN EXPRESS CO | $89,156 | $90,793 |
| ANALOG DEVICES INC | $88,878 | $91,290 |
| ANHEUSER-BUSCH INBEV WOR | $80,306 | $83,967 |
| ASTRAZENECA FIN LLC | $88,496 | $93,456 |
| BANK OF AMERICA CORP | $246,670 | $249,901 |
| BERKSHIRE HATHAWAY ENERG | $88,882 | $91,804 |
| BK OF AMER CORP | $96,685 | $94,202 |
| BK OF AMERICA CORP | $58,151 | $61,966 |
| BK OF NY MELLON CORP | $88,632 | $91,038 |
| BOOKING HOLDINGS | $243,488 | $246,738 |
| BOOKING HOLDINGS | $88,162 | $90,804 |
| BP CAP MARKETS AMER | $88,364 | $89,240 |
| BRISTOL-MYERS SQUIBB CO | $50,687 | $49,923 |
| CIGNA GROUP | $88,576 | $91,407 |
| CIGNA GROUP | $231,135 | $239,939 |
| CITIBANK | $252,614 | $253,690 |
| CITIGROUP INC | $88,423 | $96,034 |
| COCA COLA CO | $49,355 | $51,348 |
| COCA COLA CO | $49,732 | $51,048 |
| COLGATE PALMOLIVE CO | $89,786 | $88,940 |
| COMCAST CORP | $250,898 | $243,850 |
| COMCAST CORP | $102,293 | $103,181 |
| DH EUROPE FIN II | $97,226 | $99,487 |
| DUKE ENERGY FL LLC | $89,621 | $91,033 |
| ECOLAB INC | $88,654 | $88,606 |
| ELEVANCE HEALTH INC | $44,943 | $46,959 |
| ELEVANCE HEALTH INC | $250,396 | $251,029 |
| ENTERPRISE PRODUCTS | $82,165 | $80,315 |
| GEN DYNAMICS CORP | $88,738 | $90,259 |
| GILEAD SCIENCES INC 3.700% | $221,183 | $227,893 |
| GOLDMAN SACHS GROUP INC | $88,870 | $91,672 |
| HOME DEPOT INC | $88,881 | $89,624 |
| HONEYWELL INTL | $46,335 | $47,488 |
| INTERCONTINENT ALEXCHANGE | $89,377 | $89,988 |
| INTERNATIONAL BUSINESS MACHINES CORP | $246,798 | $249,143 |
| INTUIT INC | $52,577 | $55,109 |
| LOCKHEED MARTIN CORP | $89,456 | $86,910 |
| LOEWS CORP | $244,153 | $247,378 |
| MARSH & MCLENNAN COS INC | $88,084 | $90,821 |
| MASTERCARD | $80,917 | $80,582 |
| META PLATFORMS | $240,900 | $244,394 |
| META PLATFORMS | $89,973 | $92,005 |
| MID AMERICA APARTMENTS | $88,762 | $90,787 |
| MMI CAPITAL TR I | $29,495 | $26,211 |
| MORGAN STANLEY | $90,013 | $95,296 |
| MORGAN STANLEY | $43,401 | $47,979 |
| NUCOR | $244,233 | $248,083 |
| PAYPAL HOLDINGS INC | $212,081 | $217,917 |
| PAYPAL HOLDINGS INC | $89,215 | $92,983 |
| PEPSICO | $88,718 | $90,453 |
| PHILIP MORRIS INTL | $88,181 | $91,979 |
| PNC FINL SERVICES 3.5% | $70,699 | $68,303 |
| PUB STORAGE OP CO | $44,094 | $46,790 |
| RLTY INCOME CORP | $89,556 | $89,945 |
| RTX CORP | $88,794 | $90,711 |
| S&P GLOBAL INC | $89,199 | $95,140 |
| SIMON PROPERTY | $238,398 | $243,108 |
| SOUTHERN CALIFORNIA EDISON | $249,843 | $250,671 |
| ST STR CORP | $57,419 | $59,091 |
| STANLEY BLACK & DECKER | $257,196 | $258,766 |
| THERMO FISHER SCIENTIFIC | $85,736 | $87,365 |
| TYCO ELECTRONICS GROUP S | $89,555 | $90,845 |
| UN PAC CORP | $88,646 | $88,444 |
| UNITEDHEALTH GROUP INC | $88,676 | $91,009 |
| UNITEDHEALTH GROUP INC | $45,273 | $45,283 |
| US BANCORP | $49,605 | $48,931 |
| VERIZON COMMUNICATIONS | $89,378 | $96,652 |
| WALMART INC | $109,055 | $109,344 |
| WALT DISNEY COMPANY/THE | $76,534 | $77,781 |
| WASTE MGMT INC | $88,490 | $87,887 |
| WELLS FARGO & CO | $50,041 | $50,220 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (268 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABB LTD | $32,279 | $41,638 |
| ABBOTT LABORATORIES | $250,633 | $279,382 |
| ADIDAS AG | $12,236 | $13,854 |
| AGNC INVMNT CO 6.125% SER-F | $95,406 | $98,560 |
| AGREE REALTY CORP | $17,613 | $17,613 |
| AIA GROUP LTD SPON ADR | $25,829 | $22,961 |
| AIR LEASE CORP | $17,916 | $19,766 |
| AIR LIQUIDE ADR | $16,377 | $16,574 |
| AIRBUS SE UNSPONSORED ADR | $22,886 | $25,243 |
| ALIBABA | $12,633 | $10,853 |
| ALLEGRO | $7,456 | $5,684 |
| ALLISON TRANSMISSION HOLDING | $6,632 | $15,777 |
| ALPHABET | $31,567 | $35,231 |
| ALPHABET CLASS A | $47,592 | $848,064 |
| ALPHABET CLASS C | $22,852 | $410,970 |
| ALPHABET INC CL C | $258,569 | $340,361 |
| ALTRIA GROUP INC | $49,818 | $120,267 |
| AMADEUS IT GROUP SA ADR | $30,529 | $32,980 |
| AMAZON | $38,592 | $44,536 |
| AMAZON COM INC | $219,591 | $294,641 |
| AMERIPRISE FINCL INC | $147,345 | $225,218 |
| ANHEUSER BUSCH | $24,242 | $19,627 |
| APPLE INC | $41,483 | $794,332 |
| APPLE INC | $259,776 | $370,872 |
| APPLIED MATERIALS INC | $50,558 | $68,467 |
| APPLOVIN | $14,162 | $21,373 |
| ARISTA | $19,759 | $29,622 |
| ASHTEAD GROUP | $17,668 | $13,435 |
| ASML | $7,793 | $5,545 |
| ASML HOLDING NV NY REG NEW | $40,476 | $37,895 |
| ASTERA | $10,457 | $20,795 |
| ASTERA LABS | $36,000 | $132,450 |
| ASTRAZENECA PLC ADS | $36,476 | $36,495 |
| AT&T INC 4.75% SER-C | $100,000 | $79,400 |
| ATLAS ENERGY SOLUTIONS | $19,274 | $20,450 |
| ATLASSIAN | $18,551 | $22,878 |
| B&M EUROPEAN VALUE RET SA ADR | $6,265 | $4,229 |
| BAE SYS PLC | $21,236 | $18,526 |
| BANK OF AMERICA CORP | $500,609 | $642,110 |
| BEIGENE LTD | $8,122 | $9,663 |
| BHP GROUP LIMITED ADR | $7,107 | $5,957 |
| BOOKING | $14,156 | $19,874 |
| BP PLC ADS | $17,280 | $13,598 |
| BRITISH AMER TOB SPON ADR | $10,699 | $11,404 |
| BROADCOM | $30,961 | $45,441 |
| BROOKFIELD INFRASTRUCTION-A | $20,589 | $20,485 |
| BROWN & BROWN INC | $150,622 | $199,755 |
| BRUNSWICK CORP | $20,035 | $15,135 |
| BWX TECHNOLOGIES INC | $11,056 | $20,496 |
| CABOT CORP | $13,840 | $18,353 |
| CANADIAN NATL RAILWAY CO | $25,720 | $21,013 |
| CAPGEMINI S E UNSPONSIRED ADR | $31,782 | $25,514 |
| CAPITAL ONE FINANCIAL 5% | $100,000 | $76,080 |
| CARLSBERG AS | $15,090 | $11,421 |
| CASEY'S GENERAL STORES | $9,561 | $17,038 |
| CBRE GROUP | $153,059 | $148,226 |
| CHEMED CORP | $19,410 | $20,132 |
| CHESAPEAKE UTILITIES CORP | $16,101 | $15,897 |
| CHEVRON CORP | $94,853 | $88,932 |
| CHEVRON CORPORATION | $53,136 | $274,617 |
| CHUGAI | $12,104 | $10,777 |
| CIENA | $11,844 | $13,654 |
| CITIGROUP | $401,062 | $483,016 |
| CLEAR SECURE INC | $12,432 | $12,627 |
| COGNEX CORP | $15,787 | $14,774 |
| COHEN & STEERS INC | $17,868 | $22,716 |
| CONCENTRIX CORP | $23,829 | $14,625 |
| CONFLUENT | $16,366 | $15,965 |
| COSTCO | $25,133 | $834,722 |
| COSTCO WHOLESALE CORP NEW | $165,533 | $229,984 |
| CRA INTERNATIONAL INC | $13,302 | $21,902 |
| CREDO | $13,110 | $38,511 |
| CRH PLC | $78,628 | $84,008 |
| CROWDSTRIKE | $4,120 | $3,764 |
| DAIICHI SANKYO CO LTD SPON ADR | $28,444 | $24,784 |
| DAIKIN INDS LTD | $15,239 | $12,562 |
| DANONE SPONSORED ADR | $11,541 | $12,380 |
| DATADOG | $14,218 | $16,147 |
| DBS GROUP HOLDINGS LTD SP | $20,434 | $27,818 |
| DEUTSCHE BK | $14,458 | $15,243 |
| DIAMONDS TRUST (SPDR DJ INDL) | $537,353 | $1,569,244 |
| DNB ASA SPONSORED ADR | $13,853 | $14,664 |
| DSV AS ADR | $15,136 | $21,550 |
| ELASTIC | $14,219 | $13,079 |
| ELI LILLY | $116,552 | $115,028 |
| ENCOMPASS HEALTH CORP | $18,831 | $28,721 |
| ENGIE SPONS ADR | $18,677 | $19,405 |
| ENSIGN GROUP INC | $21,971 | $31,886 |
| EPIROC AKTIEBOLAG ADR | $28,829 | $26,698 |
| ESSILORLUXOTTICA ADR | $28,827 | $36,839 |
| EVOLUTION | $8,676 | $7,324 |
| EXP WORLD HOLDING INC | $14,009 | $10,877 |
| FEDERAL AGRIC MTG CORP CL C | $16,677 | $23,831 |
| FERRARI | $11,451 | $11,455 |
| FIDELITY 500 INDEX FD-AI | $7,049,790 | $11,310,619 |
| FIDELITY INTL INDX-INST PRM | $296,601 | $298,348 |
| FIRST REP BANK 4.250% SER-L | $100,000 | $2 |
| FIRST SERVICES CORP | $14,092 | $16,654 |
| FUJITSU LTD ADR NEW | $11,643 | $13,146 |
| GENMAB A S | $14,639 | $10,832 |
| GITLAB | $16,801 | $16,961 |
| GIVAUDAN SA | $21,417 | $22,844 |
| GUIDEWIRE | $9,107 | $10,283 |
| HAMILTON LANE INC CLASS | $15,263 | $29,018 |
| HEALTHSTREAM INC | $5,081 | $5,215 |
| HERMES INTL SCA | $16,017 | $19,624 |
| HEXCEL CORP | $19,270 | $17,805 |
| HITACHI 10 COM NEW ADR | $18,504 | $27,506 |
| HOME BANCSHARES INC | $19,371 | $22,499 |
| HOME DEPOT INC | $17,087 | $23,190 |
| HONG KONG EXCHANGES & CLEARING | $11,906 | $13,928 |
| HOYA CORP | $8,500 | $8,778 |
| HUBSPORT | $25,613 | $29,264 |
| IBERDROLA SA SPON ADR | $10,380 | $12,615 |
| IMPERIAL BRANDS PLC | $11,492 | $15,539 |
| INDUSTRIA DE DISENO TEXTIL IND | $21,867 | $29,222 |
| INSPERITY INC | $12,299 | $8,371 |
| INTUIT INC | $17,872 | $22,626 |
| IRADIMED CORP | $8,450 | $10,780 |
| ISHARES ETF | $135,502 | $198,922 |
| ITOCHU CORP ADR | $29,636 | $32,392 |
| JACK HENRY & ASSOC INC | $39,094 | $39,968 |
| JEFFERIES FINL | $73,468 | $73,304 |
| JOHNSON & JOHNSON | $250,732 | $226,475 |
| JP MORGAN BETABUILDERS - CANADA | $101,805 | $116,756 |
| JP MORGAN BETABUILDERS - DEVLOP | $331,563 | $312,098 |
| JP MORGAN BETABUILDERS - EUROPE | $142,241 | $149,024 |
| JP MORGAN BETABUILDERS - JAPAN | $485,344 | $456,465 |
| JP MORGAN CHASE & CO | $198,644 | $286,453 |
| JP MORGAN CHASE AND CO 4.625% | $50,000 | $41,660 |
| KEYENCE CORP | $23,936 | $22,934 |
| KFORCE INC | $13,387 | $12,814 |
| KINSALE CAPITAL GROUP INC | $12,439 | $19,535 |
| KONINKLIJKE KPN NV ADR | $12,757 | $13,359 |
| KULICKE & SOFFA INDUSTRIES | $18,010 | $16,331 |
| L OREAL CO ADR | $30,759 | $24,567 |
| LAKELAND FINANCIAL CORP | $20,220 | $21,453 |
| LAM RESEARCH CORP | $13,227 | $18,202 |
| LANDSTAR SYSTEM INC | $16,695 | $15,811 |
| LEMAITRE VASCULAR INC | $14,045 | $26,536 |
| LEMONADE | $4,304 | $3,118 |
| LENNAR CORPORATION | $28,868 | $36,684 |
| LITTLEFUSE INC | $17,145 | $15,082 |
| LMVH MOET HENNESSY LOUIS VUITT | $27,914 | $25,796 |
| LONDON STK EXCHANGE GROUP | $35,293 | $45,403 |
| LPL FINL | $55,268 | $73,465 |
| LULULEMON ATHLETICA INC | $10,690 | $13,340 |
| MANHATTAN ASSOCIATES | $6,237 | $6,756 |
| MARUBENI CORP ADR | $14,902 | $12,310 |
| MASTERCARD INC CL A | $108,673 | $145,333 |
| MATADOR RESOURCES | $13,828 | $14,796 |
| MATERION CORP | $14,551 | $16,711 |
| MC DONALDS CORP | $100,669 | $113,057 |
| MERCADOLIBRE | $16,837 | $17,004 |
| MERCK | $250,714 | $227,212 |
| META | $50,288 | $63,235 |
| MICRON | $12,735 | $8,416 |
| MICROSOFT CORP | $280,137 | $351,110 |
| MICROSOFT CORP | $15,497 | $16,439 |
| MONDELEZ INTERNATIONAL | $31,678 | $695,556 |
| MONGODB | $22,955 | $16,064 |
| MONOLITHIC | $5,083 | $4,142 |
| MSA SAFETY INC | $13,182 | $12,599 |
| MTU AERO ENGINES AG | $11,040 | $16,188 |
| MUENCHENER | $18,030 | $17,513 |
| NAPCO SECURITY TECHNOLOGIES | $20,884 | $17,816 |
| NATIONAL GRID | $14,138 | $12,478 |
| NATWEST GROUP | $16,971 | $21,215 |
| NESTLE SPON | $33,237 | $25,862 |
| NETEASE.COM | $6,988 | $6,023 |
| NETFLIX | $36,506 | $52,588 |
| NETFLIX INC | $104,253 | $171,133 |
| NEXPOINT RESIDENTIAL | $18,797 | $15,656 |
| NEXSTAR MEDIA GROUP INC | $20,123 | $17,219 |
| NEXTERA ENERGY INC | $49,822 | $48,462 |
| NITORI HLDGS | $9,508 | $7,624 |
| NOMURA RESH INST LTD ADR | $16,033 | $17,076 |
| NORTHERN OIL AND GAS INC | $18,617 | $20,327 |
| NOVO NORDISK A/S | $52,228 | $47,311 |
| NU HOLDINGS | $19,062 | $16,234 |
| NVIDIA | $25,986 | $38,004 |
| NVIDIA CORPORATION | $243,037 | $481,698 |
| ON SEMICONDUCTOR | $14,480 | $12,484 |
| ONTO INNOVATION | $16,282 | $13,000 |
| ORACLE | $36,117 | $51,492 |
| PALANTIR | $7,332 | $10,286 |
| PALO ALTO NETWORKS | $14,509 | $16,740 |
| PATRICK INDUSTRIES INC | $12,361 | $12,296 |
| PERRIGO CO PLC | $21,702 | $16,069 |
| PFIZER INC | $250,676 | $166,317 |
| POWER INTEGRATIONS INC | $22,464 | $18,016 |
| PRICESMART INC | $16,578 | $18,618 |
| PRINCIPAL FINANCIAL GROUP | $178,088 | $349,506 |
| PROCORE | $6,733 | $7,268 |
| PROGRESSIVE CORP OHIO | $140,159 | $206,304 |
| PRUDENTIAL FINANCIAL INC | $250,663 | $291,347 |
| QUAKER CHEMICAL CORP | $18,461 | $13,091 |
| RECRUIT HOLDINGS CO | $14,511 | $24,664 |
| $6,952 | $7,355 | |
| RELX PLC SPONSORED | $26,076 | $30,477 |
| ROBINHOOD | $23,914 | $40,166 |
| ROLLS ROYCE | $17,744 | $26,006 |
| SAFRAN SA | $44,354 | $52,546 |
| SAP AG | $50,755 | $74,109 |
| SCHNEIDER NATIONAL INC CL B | $16,244 | $19,413 |
| SEAL | $11,014 | $13,687 |
| SENSATA TECHNOLOGIES HOLDING | $17,240 | $11,535 |
| SERVICENOW | $28,054 | $40,285 |
| SHIN ETSU CHEM CO LTD | $17,371 | $17,287 |
| SHOE CARNIVAL INC | $13,036 | $16,209 |
| SHOPIFY | $29,630 | $42,000 |
| SHOPIFY INC | $6,958 | $11,909 |
| SHUTTERSTOCK INC | $25,511 | $12,383 |
| SIKA AG ADR | $23,166 | $19,454 |
| SIX CIRCLES INTL UNCON EQ | $482,602 | $524,519 |
| SIX CIRCLES US UNCONSTRAINED | $526,889 | $792,966 |
| SMC CORP COMMON | $22,967 | $16,938 |
| SNAP | $6,326 | $6,580 |
| SNOWFLAKE | $27,400 | $25,632 |
| SNYOPSYS | $18,953 | $16,988 |
| SPDR S & P TRUST ETF | $397,544 | $1,238,973 |
| SPOTIFY | $5,882 | $5,772 |
| SPOTIFY | $19,062 | $18,343 |
| STANDEX INTERNATIONAL CORP | $14,886 | $23,748 |
| STRAUMANN | $8,792 | $9,165 |
| SUZUKI MTR | $13,638 | $13,121 |
| TAIWAN SEMICONDUCTOR | $29,877 | $40,485 |
| TAIWAN SMCNDCTR MFG CO LT | $26,343 | $46,410 |
| TAKE TWO | $21,643 | $26,323 |
| TDK CP ADR NEW | $14,175 | $21,165 |
| TEMPUS | $5,987 | $3,612 |
| TENCENT HLDGS LTD | $16,376 | $17,656 |
| TERRENO REALTY CORP | $17,634 | $16,500 |
| TERUMO CORP ADR UNSPONS ADR | $7,560 | $8,553 |
| TESLA | $27,879 | $58,557 |
| TETRA TECH INC | $11,220 | $15,179 |
| TFI INTL INC | $14,375 | $16,616 |
| TJX COS INC NEW | $156,050 | $202,236 |
| TOKYO ELECTRON LTD UNSPON ADR | $19,689 | $15,389 |
| TOTALENERGIES SE SPONSORED ADS | $46,426 | $39,077 |
| TRADE DESK | $20,742 | $26,209 |
| TRAVEL LEISURE CO | $15,805 | $18,868 |
| TWILIO | $8,153 | $8,430 |
| TYLER TECHNOLOGIES INC | $122,981 | $144,160 |
| UBER | $18,475 | $15,563 |
| UFP INDUSTRIES INC | $11,857 | $14,081 |
| UMH PROPERTIES INC | $19,953 | $21,844 |
| UNICHARM CORP | $6,987 | $4,336 |
| UNICREDIT | $20,977 | $22,200 |
| UNIFIRST CORP | $17,066 | $14,714 |
| UNITED RENTALS INC | $87,854 | $127,504 |
| UNIVERSAL DISPLAY CORP | $12,554 | $13,889 |
| US BANCORP NEW | $512,893 | $600,267 |
| US DOLLAR JPM DEP SWEEP | $17,357 | $17,357 |
| US PHYSICAL THERAPY INC | $21,131 | $19,694 |
| UTZ BRANDS INC | $20,251 | $19,998 |
| VALERO ENERGY CP DELA NEW | $29,334 | $31,260 |
| VALMONT INDUSTRIES | $14,579 | $18,707 |
| VANGUARG S&P 500 | $181,536 | $176,191 |
| VEEVA | $19,394 | $20,394 |
| VICOR | $7,459 | $9,422 |
| WASTE MANAGEMENT | $184,133 | $194,727 |
| WELLS FARGO & COM 4.25% | $50,000 | $36,460 |
| WESTERN DIGITAL | $15,942 | $14,073 |
| WINGSTOP INC | $11,558 | $17,905 |
| WINMARK CORP | $9,592 | $10,220 |
| WYNHAM HOTELS AND RESORTS INC | $12,654 | $17,235 |
| ZOOM | $8,350 | $7,916 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,092,568 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,096,989 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (32 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMER MUTUAL FD INC A AMRMX | FMV | $655,999 | $529,167 |
| AMER MUTUAL FD INC A AMRMX | FMV | $726,713 | $853,099 |
| BLACKSTONE BCRED | FMV | $690,186 | $684,622 |
| BLACKSTONE BREIT | FMV | $598,842 | $656,435 |
| FEDERATED HERMES GOVT OBL AVR (GOVXX) | FMV | $340,803 | $340,803 |
| FEDERATED HERMES GOVT OBL PRM (GOFX) | FMV | $8,895,888 | $8,895,888 |
| FIDELITY TREASURY PORT | FMV | $4,389,986 | $4,389,918 |
| FRANKLIN INVS SECS TR | FMV | $1,486,412 | $1,508,005 |
| FVP GROWTH PARTNERS, L.P. | FMV | $135,737 | $135,737 |
| FVP GROWTH PARTNERS, L.P. CPV | FMV | $77,436 | $77,436 |
| GOLDMAN SACHS | FMV | $4,518,982 | $4,518,916 |
| HPS CORPORATE LENDING FUND CLASS F SHS | FMV | $1,454,795 | $1,509,174 |
| INVESCO S&P 500 | FMV | $1,140,047 | $1,211,190 |
| ISHARES RUSSELL 2000 ETF | FMV | $763,324 | $959,850 |
| ISHARES SELECT DIVIDEND ETF | FMV | $4,611,443 | $5,097,859 |
| JENSEN PORTFOLIO INC | FMV | $812,648 | $1,068,734 |
| MSIF GLOBAL OPPORTUNITY PTF I | FMV | $918,347 | $1,022,495 |
| PANTHEON CO III - CL C | FMV | $61,000 | $61,000 |
| SIX CIRCLES CREDIT OPPORT | FMV | $683,993 | $698,041 |
| SIX CIRCLES GLOBAL BOND | FMV | $1,318,694 | $1,252,543 |
| SPDR BLOOMBERG 1-3 MONTH T-BIL | FMV | $45,457 | $45,440 |
| TVC FUND IX PRIVATE INVESTORS | FMV | $4,092 | $4,092 |
| VANGUARD FUNDS EQUITY INCM FUND | FMV | $3,530,867 | $3,670,265 |
| VANGUARD HIGH DIVIDEND YIELD INDX FND ADMIRAL | FMV | $3,128,788 | $3,725,643 |
| VANGUARD INT-TERM CORPORATE | FMV | $272,006 | $277,574 |
| VANGUARD MID-CAP ETF INDEX | FMV | $834,650 | $961,961 |
| VANGUARD MORTGAGE BACKED SEC | FMV | $396,615 | $389,833 |
| VANGUARD S & P 500 GROWTH ETF | FMV | $4,112,557 | $5,148,634 |
| VANGUARD SMALL CAP ETF | FMV | $785,198 | $964,964 |
| VANGUARD TOTAL INTL BND-ETF | FMV | $676,548 | $658,447 |
| VANGUARD VALUE INDEX FUND | FMV | $112,812 | $170,686 |
| WILSHIRE TARGET FUNDS | FMV | $279,624 | $459,675 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE ON BASIS OF NONCASH CONTRIBUTIONS RECEIVED | Desc |
| Amt | $1,497,364 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES | $2,764 | $1,382 | $1,382 |
| CONTRACT LABOR | $4,870 | $2,435 | $2,435 |
| OFFICE SUPPLIES | $895 | $448 | $447 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,854 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,854 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,854 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK ADJUSTMENT TO COST BASIS | Desc |
| Amt | $52,318 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MORGAN STANLEY SERVICES FEE | $88,859 | $88,859 | $0 |
| JP MORGAN FEES & COMMISSIONS | $91,540 | $91,540 | $0 |
| OTHER PROFESSIONAL FEES | $96,100 | $0 | $96,100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES PAID | $19,551 | $0 | $0 |
| FOREIGN TAXES PAID | $8,486 | $8,486 | $0 |