2026-05-12T04:40:00-05:00 2025-12-31 420714325 RSM LLP 201 FIRST ST SE STE 800 CEDAR RAPIDS IA 524011512 990PF 2025-01-01 426587447 THE LINGE FOUNDATION C/O US BANK TRUSTEE LING 3193938000 425 CEDAR STREET WATERLOO IA 50701 C JOHN LINGE PRESIDENT 3193938000 2026-05-11 1 MICHAELA SINNWELL P02193599 3192985333 2026-05-11 2025 2025-03-06 01:10:19Z X 1872300 X X 45823 44285 49893 71568 49893 95716 94178 0 0 0 906 0 906 12755 12755 0 1079 1079 0 14740 13834 906 63118 63118 77858 13834 64024 17858 80344 43163 77383 77383 232342 874493 1687716 0 105000 107201 763825 0 0 1039330 1056876 1872300 0 0 X 0 0 0 0 1039330 1056876 1039330 1056876 1039330 1056876 1039330 17858 0 1057188 312 1056876 PUBLICLY TRADED SECURITIES P 56165 21675 34490 34490 CAPITAL GAINS DIVIDENDS P 15403 15403 15403 49893 1117 0 1117 0 1117 827 0 0 0 827 0 290 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 N/A US BANK TRUSTEE - GRETCHEN OGDEN 3192353221 425 CEDAR ST WATERLOO IA 50701 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 C JOHN LINGE 4200 1ST AVENUE NE CEDAR RAPIDS IA 52402 PRESIDENT & TREASURER 0.10 0 0 0 ELIZABETH LINGE MCGRATH 4734 LOGAN LN SE CEDAR RAPIDS IA 52403 VP & SECRETARY 0.10 0 0 0 NONE 0 NONE 0 0 1704614 31407 0 1736021 0 0 1736021 26040 1709981 85499 85499 1117 1117 84382 0 84382 0 84382 64024 0 64024 84382 62729 0 0 64024 62729 0 0 1295 0 0 0 0 0 0 0 0 83087 0 0 0 X BIG BROTHERS BIG SISTERS OF CEDAR RAPIDS 3150 E AVE NW STE 103 CEDAR RAPIDS IA 52405 NONE PC GENERAL OPERATING SUPPORT 2000 OAK HILL CEMETERY ASSOCIATION PO BOX 1962 CEDAR RAPIDS IA 52406 NONE NC POLE LIGHTING PROJECT SUPPORT 3000 QUILTS OF VALOR FOUNDATION DBA FREEDOM STITCHERS OF IOWA PO BOX 191 WINTERSET IA 50273 NONE PC GENERAL OPERATING SUPPORT 1000 ST VINCENT DE PAUL 211 21ST AVE SW CEDAR RAPIDS IA 52404 NONE PC GENERAL OPERATING SUPPORT 5000 TANAGER PLACE 2309 C STREET SW CEDAR RAPIDS IA 52404 NONE PC THE CENTER AT TANAGER PLACE SUPPORT 1000 TANAGER PLACE 2309 C STREET SW CEDAR RAPIDS IA 52404 NONE PC GENERAL OPERATING SUPPORT 118 THE HISTORY CENTER (LINN COUNTY HISTORICAL SOCIETY) 800 2ND AVE SE CEDAR RAPIDS IA 52403 NONE PC GENERAL OPERATING SUPPORT 1000 THEATRE CEDAR RAPIDS 102 3RD STREET SE CEDAR RAPIDS IA 52401 NONE PC GENERAL OPERATING SUPPORT 25000 THEATRE CEDAR RAPIDS 102 3RD STREET SE CEDAR RAPIDS IA 52401 NONE PC LINGE SERIES SUPPORT 20000 WAYPOINT SERVICES 318 5TH ST SE CEDAR RAPIDS IA 52401 NONE PC CREATING HOPE CAPITAL CAMPAIGN SUPPORT 5000 63118 0 14 45823 18 49893 0 95716 0 95716 0 0 0 0 0 0 0 0 0 0 OAK HILL CEMETERY ASSOCIATION PO BOX 1962 CEDAR RAPIDS IA 52406 2025-12-01 3000 POLE LIGHTING PROJECT SUPPORT 3000 NONE 4/30/26 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED FOR ANY ACTIVITY OTHER THAN THE FOR THE PURPOSES FOR WHICH THE FUNDS WERE INTENDED. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OF THE REPORT. PGIM TOTAL RETURN BOND FUND 105000 107201 3M CO 12108 13609 WALT DISNEY CO 16711 17066 WAL MART STORES INC 12532 75759 PHILIP MORRIS INTL INC 14380 52130 PFIZER INC 14183 9960 MICROSOFT CORP 6570 108815 JOHNSON & JOHNSON 5281 18626 ISHARES RUSSELL 1000 GROWTH 33998 94660 MERCK CO. INC 12130 15789 ISHARES CORE SP 500 16423 34247 ALPHABET INC 7275 140969 INVESCO QQQ TRUST 37052 107504 COCA COLA CO 14022 19225 BERKSHIRE HATHAWAY 8003 50264 T ROWE PRICE MID CAP GROWTH FUND 49422 61573 T ROWE PRICE GROWTH STOCK FUND 15084 58957 SPDR GOLD SHARES 32039 69354 STONE RIDGE HY REINSUR I 52700 52066 CLEARBRIDGE INTERNATIONAL GROWTH FUND CLASS I 50000 62692 ATRISAN HIGH INCOME FUND 83000 83545 ISHARES CORE MSCI EAFE 135209 192339 ISHARES RUSSELL MID CAP 122808 202167 ISHARES MCI EMERGING 73563 96301 WESTERN ASSET INCOME 50000 50099 LEGAL FEES 906 0 906 ADJUSTMENT FOR 1099 TAX/BOOK DIFFERENCE 312 INVESTMENT ADVISORY FEES 12755 12755 0 FOREIGN TAXES 1079 1079 0