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WEST BANCORPORATION FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
WEST BANCORPORATION FOUNDATION INC (EIN 20-0523259)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202621349349104112
Schema version
2025v4.1
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)
Return2026-05-14T14:18:17-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

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
Signature2026-05-14SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRSM US LLPPreparerPersonNm
PTINP00988584PTIN
Phone5155586600PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,378,308FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$31,172ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$313InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$313InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$37,073DividendsRevAndExpnssAmt
Dividends Net Invst Incm$37,073DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$162,103NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$259,397GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$162,103CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$230,661TotalRevAndExpnssAmt
Total Net Invst Incm$199,489TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$1,046TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$72OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,118TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$332,313ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$332,313ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$333,431TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$332,313TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$102,770ExcessRevenueOverExpensesAmt
Net Investment Income$199,489NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,711CashBOYAmt
Cash EOY$10,449CashEOYAmt
Cash EOYFMV$10,449CashEOYFMVAmt
Sav And Temp Cash Invst BOY$34,045SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,830SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,830SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,009,039CorporateStockBOYAmt
Corporate Stock EOY$911,746CorporateStockEOYAmt
Corporate Stock EOYFMV$2,344,029CorporateStockEOYFMVAmt
Total Assets BOY$1,048,795TotalAssetsBOYAmt
Total Assets EOY$946,025TotalAssetsEOYAmt
Total Assets EOYFMV$2,378,308TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,048,795NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$946,025NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,048,795TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$946,025TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,048,795TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$946,025TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,048,795TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$102,770ExcessRevenueOverExpensesAmt
Subtotal$946,025SubtotalAmt
Tot Net Ast Or Fund Balances EOY$946,025TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
93 SHS VANGUARD S&P 500 ETFP2016-05-172025-03-04$49,714$17,480$32,234$32,234
203 SHS PROSHARES S&P 500 DIV ARISTOCRAT ETFP2016-05-202025-05-27$20,031$10,635$9,396$9,396
377 SHS SCHWAB STRATEGI/US MID-CAP ETFP2016-05-182025-05-27$10,058$5,113$4,945$4,945
389 SHS SCHWAB US DIVIDEND EQUITY ETFP2016-05-232025-05-27$10,023$5,160$4,863$4,863
842 SHS SCHWAB US SMALL CAP ETFP2016-05-192025-05-27$20,052$10,790$9,262$9,262
75 SHS VANGUARD S&P 500 ETFP2016-05-172025-05-27$39,875$14,097$25,778$25,778
101 SHS VANGUARD S&P 500 ETFP2016-05-172025-08-15$59,777$18,983$40,794$40,794
80 SHS VANGUARD S&P 500 ETFP2016-05-172025-11-28$49,867$15,036$34,831$34,831
FieldValueIRS element (for citing)
Capital Gain Net Income$162,103CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,773InvestmentIncomeExciseTaxAmt
Subtotal$2,773SubtotalAmt
Tax Based On Investment Income$2,773TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$924EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$924TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$1,849TaxDueAmt

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
ZACH STUBBS
3330 WESTOWN PARKWAYWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
JIM CONARD
3330 WESTOWN PARKWAYWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
SARA GALLAGHER
3330 WESTOWN PARKWAYWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
ALDRICH CABILDO
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
TODD MATHER
3330 WESTOWN PARKWAYWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$2,300,628AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$41,120AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,341,748TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,341,748AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,126CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,306,622NetVlNoncharitableAssetsAmt
Minimum Investment Return$115,331MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$115,331MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,773TaxBasedOnInvestmentIncomeAmt
Total Tax$2,773TotalTaxAmt
Distributable Before Adj$112,558DistributableBeforeAdjAmt
Distributable Before Ded$112,558DistributableBeforeDedAmt
Distributable As Adjusted$112,558DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$332,313ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$332,313QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$112,558DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$187,426ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$169,312ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$211,515ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$158,044ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$152,973ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$879,270TotalExcessDistributionCyovAmt
Qualifying Distributions$332,313QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$112,558AppliedToCurrentYearAmt
Remaining Distri From Corpus$219,755RemainingDistriFromCorpusAmt
Total Corpus$1,099,025TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$187,426ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$911,599ExcessDistriCyovToNextYrAmt
Excess From Year4$169,312ExcessFromYear4Amt
Excess From Year3$211,515ExcessFromYear3Amt
Excess From Year2$158,044ExcessFromYear2Amt
Excess From Year1$152,973ExcessFromYear1Amt
Excess From Current Year$219,755ExcessFromCurrentYearAmt
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 (111 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ABRAHAM LINCOLN HIGH SCHOOL ALUMNI FOUNDATION
2600 SW 9TH STREETDES MOINESIA50315PCFUNDING FOR SCHOLARSHIP PROGRAM$500
ABOVE BEYOND CANCER
1305 50TH STREETWest Des MoinesIA50266PCFUNDING FOR RIDE IN THE PARK$2,500
AMERICAN HEART ASSOCIATION
1035 N CENTER POINT ROAD SUITE BHIAWATHAIA52233PCFUNDING FOR CPR IN SCHOOLS PROGRAM$2,500
AMERICAN PARKINSON ASSOCIATION IOWA CHAPTER
2951 86TH STREET SUITE 125URBANDALEIA50322PCFUNDING FOR GENERAL OPERATING SUPPORT$1,000
ANAWIM HOUSING
2024 FOREST AVENUE - SUITE 101DES MOINESIA50311PCFUNDING FOR PERMANENT SUPPORTIVE HOUSING PROGRAM$10,000
ANKENY DOLLARS FOR SCHOLARS
3006 NE BRIARWOOD DRIVEANKENYIA50021PCFUNDING FOR SCHOLARSHIP PROGRAM$1,000
BEST BUDDIES IOWA
7518 HICKMAN ROADDES MOINESIA50324PCFUNDING FOR INCLUSION AND LEADERSHIP DEVELOPMENT PROJECT$5,000
BIG BROTHERS BIG SISTERS OF CENTRAL IOWA INC
2130 GRAND AVENUEDES MOINESIA50312PCFUNDING FOR MENTORING PROGRAMS$2,500
BIG BROTHER BIG SISTERS OF SOUTHERN MINNESOTA
545 DUNNELL DRIVEOWATONNAMN55060PCFUNDING FOR MENTORING PROGRAMS$5,000
BLANK CHILDREN'S HOSPITAL
1415 WOODLAND AVENUE E-200DES MOINESIA50309PCFESTIVAL OF TREES & LIGHTS SPONSOR$3,000
BLANK CHILDREN'S HOSPITAL
1415 WOODLAND AVENUE E-200DES MOINESIA50309PCFUNDING FOR HEARING AIDS FOR THE AUDIOLOGY CLINIC$2,500
BOYS & GIRLS CLUB OF CENTRAL IOWA
1421 WALKER STREETDES MOINESIA50316PCFUNDING FOR SUMMER CLUB PROGRAM$2,500
BOYS & GIRLS CLUB OF CENTRAL MINNESOTA
345 30TH AVE NST CLOUDMN56303PCFUNDING FOR PARTNERS FOR THE FUTURE PROGRAM$10,000
BY DEGREES FOUNDATION
1171 7TH STREETDES MOINESIA50314PFFUNDING FOR POSTSECONDARY AND CAREER READINESS PROGRAMS$5,000
CAMP FIRE HEART OF IOWA
5615 HICKMAN ROADDES MOINESIA50310PCFUNDING FOR YOUTH ENRICHMENT & ACCESS FUND$2,000
CAMP HERTKO HOLLOW INC
4200 UNIVERSITY AVENUE SUITE 320West Des MoinesIA50266PCSCHOLARSHIP FUNDS FOR SUMMER CAMP FOR LOW-INCOME KIDS WITH DIABETES$4,000
CHILDREN'S CANCER CONNECTION
5701 GREENDALE ROADJOHNSTONIA50131PCFUNDING FOR FAMILY CAMP PROGRAM$3,000
CHILDSERVE FOUNDATION INC
PO BOX 707JOHNSTONIA50131PCFUNDING FOR GENERAL OPERATING SUPPORT$1,000
CHRYSALIS FOUNDATION
1248 8TH STREET SUITE 101West Des MoinesIA50265PCFUNDING FOR THE EMPOWERMENT PLUS PROGRAM$4,675
CITY VOICES
924 45TH STREETDES MOINESIA50312PFFUNDING FOR A SONGWRITTING CLASS$500
CROOKED PATH CLASSICS
1005 MUSCATINE AVENUEIOWA CITYIA52240PCFUNDING FOR WE'LL GET BACK TO YOU PERFORMANCE$250
CROSS OUTREACH
PO BOX 12121DES MOINESIA50312PCFUNDING FOR BACK TO SCHOOL BACKPACK GIVEAWAY$2,500
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 DMARCC FOOD PANTRY$15,000
DES MOINES COMMUNITY ORCHESTRA
8013 NW 104TH CTJOHNSTONIA50131PCSPONSORSHIP OF A CONCERT$3,000
DES MOINES SYMPHONY
1011 LOCUST STREET SUITE 200DES MOINESIA50309PCFUNDING FOR MUSIC MENTORS PROGRAM$2,500
DOROTHY'S HOUSE
PO BOX 57672DES MOINESIA50317PCFUNDING FOR SUPPLIES FOR SUPPORT AND COMFORT OF SURVIVORS OF SEX TRAFFICKING$500
DOWLING CATHOLIC HIGH SCHOOL
1400 BUFFALO ROADWest Des MoinesIA50265PCANNUAL APPEAL$7,000
DRAGON SCHOLARSHIP FUND
PO BOX 108JOHNSTONIA50131PCFUNDING FOR SCHOLARSHIP PROGRAM$500
EAST HIGH ALUMNI FOUNDATION
PO BOX 3070DES MOINESIA50316PCFUNDING FOR SCHOLARSHIP PROGRAM$500
EASTER SEALS OF IOWA
401 NE 66TH AVENUEDES MOINESIA50313PCFUNDING FOR DAILY SUPPORTED COMMUNITY LIVING PROGRAM$1,500
ELLIPSIS
918 SE 11TH STREETDES MOINESIA50309PCFUNDING FOR HOPEFUL SPACES CAPITAL CAMPAIGN$10,000
EVERYBODY WINS-IOWA INC
PO BOX 691DES MOINESIA50303PCFUNDING FOR POWER READ PROGRAM$5,000
EVERYSTEP FOUNDATION
3000 EASTON BLVD 1DES MOINESID50317PCFUNDING FOR AMANDA THE PANDA GRIEF SUPPORT PROGRAM$5,000
EXCHANGE CLUB CENTER FOR FAMILY UNITY
1820 HARTLE AVENUEOWATONNAME55060PCFUNDING FOR PARENT MENTOR PROGRAM$2,000
FAMILIES FORWARD
3001 GRAND AVENUEDES MOINESIA50312PCFUNDING FOR NEW DIRECTIONS SHELTER$5,000
FEEDING OUR COMMUNITIES PARTNERS
2120 HOWARD DRIVE WEST SUITE JNORTH MANKATOMN56003PCFUNDING FOR HIGH SCHOOL FOOD PANTRY$1,000
FELLOWSHIP OF CHRISTIAN ATHLETES
2500 UNIVERSITY AVENUEDES MOINESIA50311PCFUNDING FOR GENERAL OPERATING EXPENSES$5,000
FIRST CHILDREN'S FINANCE
1601 22ND STREET SUITE 305West Des MoinesIA50266PCFUNDING FOR CHILD CARE ENTREPENEURS PROGRAM$2,000
FOOD BANK OF IOWA
PO BOX 1517DES MOINESIA50305PCFUNDING FOR FOOD ASSISTANCE PROGRAMS$3,000
FRIENDS OF IOWA CASA AND ICFCRB
321 E 12TH ST 4TH FLOORDES MOINESIA50312PCFUNDING FOR LIGHT OF HOPE BREAKFAST$1,000
FUTURE NET INC (EYES OPEN IOWA)
4000 WESTOWN PARKWAY SUITE 204West Des MoinesIA50266PCFUNDING FOR PROGRAM TO HELP YOUNG PEOPLE ACCESS ONLINE SERVICES THAT HELP THEM MAKE EDUCATED DECISIONS ABOUT THEIR HEALTH, STAY IN SCHOOL AND GRADUATE$5,000
GENESIS INC
2500 UNIVERSITY AVENUEDES MOINESIA50311PFFUNDING FOR LEARNING CENTER CAPITAL CAMPAIGN$5,000
GIRL SCOUTS OF GREATER IOWA
10715 HICKMAN ROADURBANDALEIA50322PCFUNDING FOR CAMP SCHOLARSHIPS$1,500
GIVE GRACE GIVE HOPE INC
9821 DUNMORE CIRCLEJOHNSTONIA50131PCFUNDING FOR FEMININE HYGIENE PRODUCTS FOR LOW-INCOME WOMEN$1,000
GREATER DES MOINES BOTANICAL GARDEN
909 ROBERT D RAY DRIVEDES MOINESIA50309PCFUNDING FOR GENERAL OPERATING SUPPORT$5,000
GREATER DES MOINES COMMUNITY FOUNDATION
1915 GRAND AVEDES MOINESIA50309PCFUNDING FOR WEST DES MOINES REC PLEX EXPANSION$5,000
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$8,348
HARBOR OF HOPE
3650 COTTAGE GROVEDES MOINESIA50311PCFUNDING FOR LIFETIME RECOVERY PROGRAM$1,500
HAWKEYE AREA COUNCIL BOY SCOUTS OF AMERICA
660 32ND AVENUE SWCEDAR RAPIDSIA52404PFFUNDING FOR SCOUTREACH AT-RISK SCOUTING PROGRAM$500
HONORING OPPORTUNITIES FOR PERSONAL EMPOWERMENT
HOPE AGENCYWest Des MoinesIA50325PCFUNDING FOR PAWSABILITIES PROGRAM$3,0001230 8TH STREET SUITE 201
HOOVER MEREDITH LEARNING COMMUNITY FOUNDATION
4800 AURORA AVENUEDES MOINESIA50310PCFUNDING FOR SCHOLARSHIP PROGRAM$500
HOPE MINISTRIES
PO BOX 862DES MOINESIA50304PCFUNDING FOR MEALS FOR HOPE PROGRAM$7,000
HOYT SHERMAN PLACE FOUNDATION
1501 WOODLAND AVENUEDES MOINESIA50309PCFUNDING FOR GENERAL OPERATING SUPPORT$1,000
IOWA ARCHITECTURAL FOUNDATION
400 LOCUST STREET SUITE 100DES MOINESIA50309PFFUNDING FOR ADVENTURES IN ARCHITECTURE PROGRAM$750
IOWA AVIATION PROMOTION GROUP INC
3700 SE CONVENIENCE BLVDANKENYIA50021PCFUNDING FOR GENERAL OPERATING SUPPORT$2,500
IOWA CHAPTER CYSTIC FIBROSIS FOUNDATION
1501 42ND STREET SUITE 230West Des MoinesIA50266PCFUNDING FOR EDUCATION, RESPITE CARE AND PATIENT ASSISTANCE$2,500
IOWA CITY BIKE LIBRARY
1222 S GILBERT CTIOWA CITYIA52240PCFUNDING FOR OUTDOOR COMMUNITY GREENSPACE PROJECT$500
IOWA CITY UNESCO CITY OF LITERATURE
123 S LINN STREETIOWA CITYID52240PCFUNDING FOR IOWA CITY BOOK FESTIVAL$1,000
IOWA STATE FAIR BLUE RIBBON FOUNDATION
PO BOX 57130DES MOINESIA50317PCFUNDING TO PRESERVE AND IMPROVE THE FAIRGROUNDS$5,000
IOWA YOUTH ATHLETIC FOUNDATION
4611 MORTENSEN 106AMESIA50014PCFINANCIAL ASSISTANCE FOR YOUTH WHO CAN'T AFFORD SPORTS EQUIPMENT AND FEES$2,500
JEREMIAH PROGRAM
2915 JEREMIAH LANE NWROCHESTERMN55901PCFUNDING FOR WHOLE FAMILY SUPPORT FOR STUDENT PARENT SINGLE MOMS PROGRAM$10,000
JOPPA
2326 EUCLID AVENUEDES MOINESID50310PCFUNDING FOR HOMELESS SERVICES PROGRAM$5,000
JUNIOR ACHIEVEMENT OF CENTRAL IOWA
6100 GRAND AVENUEDES MOINESIA50312PCFUNDING FOR PROGRAMS TO TEACH DISADVANTAGED YOUTH ABOUT EARNING, SPENDING, AND SAVING MONEY$2,500
JUNIOR ACHIEVEMENT OF EASTERN IOWA
324 3RD STREET SE SUITE 200CEDAR RAPIDSIA52401PCFUNDING FOR PROGRAMS TO TEACH DISADVANTAGED YOUTH ABOUT EARNING, SPENDING, AND SAVING MONEY$500
KIRKWOOD COMMUNITY COLLEGE FOUNDATION
6301 KIRKWOOD BLVD SWCEDAR RAPIDSIA52404PCFUNDING FOR SCHOLARSHIP PROGRAM$1,000
MANKATO AREA 77 LANCERS' MARCHING BAND PARENTS
ASSOCATION INCMANKATOMN56001PCFUNDING FOR GENERAL OPERATING SUPPORT$1,0002600 HOFFMAN ROAD
MANKATO AREA FOUNDATION
212 E WALNUT STREET SUITE 1MANKATOMN56001PFFUNDING FOR GENERAL OPERATING SUPPORT$2,000
MENTOR IOWA
2332 ROCKLYN DRIVEURBANDALEIA50322PCASSIST WITH PURCHASE OF HOLIDAY GIFT CARDS FOR CHILDREN UNDER JURISDICTION OF THE JUVENILE COURT AND JEANS FOR TEENS/CLOTHES FOR KIDS PROGRAM$1,000
MERCYONE DES MOINES FOUNDATION
411 LAUREL STREET SUITE 2250Des MoinesID50314PCFUNDING FOR HOUSE OF MERCY (SUBSTANCE ABUSE AND MENTAL HEALTH SERVICES FOR WOMEN)$2,500
MULTICULTURAL EDUCATIONAL EXHIBITS & PROGRAMS
MULTICULTURAL EDUCATIONAL PROGRAMSDESIA50316PCFUNDING FOR READ ACROSS AMERICA PROGRAM$1,500100 E EUCLID AVENUE SUITE 113
NORWALK STUDENT EDUCATION FOUNDATION
PO BOX 310NORWALKIA50211PCFUNDING FOR SCHOLARSHIP PROGRAM$500
OBESITY AWARENESS IN ACTION
2366E 1ST STREET 260CLOVELANDCO80537PCFUNDING FOR AWARENESS BOUND YOUTH HEALTH AND WELLNESS PROGRAM$3,500
OPERATION ONE MORE
3237 FOX HOLLOW CT SWROCHESTERMN55902PCFUNDING FOR HOLIDAY FOOD FOR FAMILIES$1,500
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$5,000
POLAR BEAR SCHOLARSHIP FUND
501 HOLCOMB AVENUEDES MOINESIA50313PCFUNDING FOR SCHOLARSHIP PROGRAM$500
PREVENT BLINDNESS IOWA
1111 9TH STREET SUITE 250DES MOINESID50314PCLIGHT THE NIGHT FOR SIGHT WALK$2,500
PROJECT IOWA
4801 FRANKLIN AVENUE ROOM 106DES MOINESIA50310PCFUNDING FOR ROOTED MODEL PROGRAM$2,500
PROJECT LEGACY
PO BOX 7182ROCHESTERMN55906PCFUNDING FOR A PROGRAM THAT HELPS BIPOC AND MARGINALIZED STUDENTS ACHIEVE THEIR BACHELOR'S DEGREE$2,500
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 CITYIA52245PFFUNDING FOR SCHOLARSHIP PROGRAM$2,500
ROCHESTER AREA FOUNDATION
12 ELTON HILLS DRIVE NWROCHESTERME55901PCFUNDING FOR PROJECT TO PROVIDE AFFORDABLE HOUSING$2,500
RONALD MCDONALD HOUSE OF ROCHESTER
850 SECOND STREET SWROCHESTERMN55902PCFUNDING FOR GENERAL OPERATING SUPPORT$2,250
ROOSEVELT HIGH SCHOOL FOUNDATION
PO BOX 12087DES MOINESIA50312PCFUNDING FOR SCHOLARSHIP PROGRAM$500
ROYAL FAMILY KIDS CAMP
110 E 2ND ST PO BOX 314SUMNERIA50674PCFUNDING FOR CAMP FOR FOSTER CHILDREN$2,500
SACRED HEART SCHOOL
1601 GRAND AVENUEWest Des MoinesIA50265PCFUNDING FOR CLASSROOM GRANTS$1,000
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$2,500
SLEEP IN HEAVENLY PEACE INC
PO BOX 390780OMAHANE68139PCFUNDING TO BUILD BEDS FOR CHILDREN IN NEED$1,500
SOLON DOLLARS 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
STRANDS OF STRENGTH INC
1310 TULIP TREE LANEWest Des MoinesIA50266PCFUNDING FOR WIGS FOR WOMEN IN NEED WHO LOSE THEIR HAIR DUE TO CANCER TREATMENT$2,500
TASTE OF THE JUNCTION INC
1312 MAPLE STREETWest Des MoinesIA50265PCFUNDING FOR GENERAL OPERATING SUPPORT$2,500
THE BRIDGE - A VISION FOR SHARED DOWNTOWN MINISTRY
CONNECTION CAFEDes MoinesIA50312PFMEAL PROGRAM FOR THE HOMELESS & LOW-INCOME$4,0002625 ROLLINS AVE
THE EDDIE DAVIS COMMUNITY CENTER INC
1312 MAPLE STREETWest Des MoinesIA50265PCFUNDING FOR SOCIAL SERVICE PROGRAMS$10,000
UNITED WAY OF JOHNSON & WASHINGTON COUNTIES
1150 5TH STREET SUITE 290CORALVILLEIA52253PCANNUAL FUNDRAISING$7,500
UNITED WAY OF STEELE COUNTY
245 18TH STREET SUITE 1OWATONNAMN55060PCANNUAL FUNDRAISING$2,540
URBANDALE EDUCATION FOUNDATION SCHOLARSHIP PROGRAM
11152 AURORA AVENUEURBANDALEIA50322PCFUNDING FOR SCHOLARSHIP PROGRAM$500
URBANDALE FOOD PANTRY
7611 DOUGLAS AVENUEURBANDALEIA50322PCFUNDING FOR BUILDING CAPITAL CAMPAIGN$5,000
VARIETY - THE CHILDREN'S CHARITY OF IOWA
505 5TH AVENUE SUITE 310Des MoinesIA50309PCFUNDING FOR TELETHON$5,000
WALK WITH YOU
2325 WALNUT STREETWest Des MoinesIA50265PCFUNDING FOR SERVICES AND SUPPORT FOR PARENTS WHO HAVE LOST A CHILD$500
WAUKEE COMMUNITY SCHOOLS FOUNDATION
560 SE UNIVERSITY AVENUEWAUKEEIA50263PCFUNDING FOR SCHOLARSHIP PROGRAM$1,000
WAYPOINT RESOURCES
1155 SE BOONE DRIVEWAUKEEIA50323PCFUNDING FOR WEEKEND SNACK PACKS FOR LOW-INCOME STUDENTS$1,500
WESLEY COMMUNITY SERVICES INC
WESLEY LIFE MEALS ON WHEELSJOHNSTONIA50131PCFUNDING FOR MEALS ON WHEELS PROGRAM$2,5005508 NW 88TH STREET
WEST DES MOINES HUMAN SERVICES
PO BOX 65393West Des MoinesIA50265PCFUNDING FOR A FOOD PANTRY AND HUMAN SERVICES$2,500
WEST DES MOINES SCHOOLS STUDENT SCHOLARSHIP FUND
3775 EP TRUE PARKWAY SUITE 155West Des MoinesIA50265PCFUNDING FOR SCHOLARSHIP PROGRAM$500
WILDWOOD HILLS RANCH
2552 UNION LANEST CHARLESIA50240PCFUNDING FOR NEXT STEPS PROGRAM$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$332,313TotalGrantOrContriPdDurYrAmt

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$313ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,073ExclusionAmt
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$162,103ExclusionAmt
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$199,489ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$199,489TotalIncomeProducingActyAmt

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$109,852$238,996
PROSHARES RUSSELL 2000$0$0
PROSHARES S&P 500 ARISTOCRATS$108,816$215,113
SCHWAB US DIVIDEND EQUITY$113,742$232,085
SCHWAB US SMALL CAP$93,997$201,012
VANGUARD S&P 500$485,339$1,456,823

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS EXPENSEDesc
Revenue And Expenses Per Books$72RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$1,046Amt