BOOKEY FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BOOKEY FAMILY FOUNDATION (EIN 20-3828796)
- Tax period
- 2025-07-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202641319349101439
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T10:07:11-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203828796 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOOKEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOOK | BusinessNameControlTxt |
| Phone | 5152442622 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 LOCUST ST STE 790 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503092347 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRY BOOKEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5152442622 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHY FAIRCHILD | PreparerPersonNm |
| PTIN | P00222608 | PTIN |
| Phone | 5155586600 | PhoneNum |
| Preparation | 2026-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $12,536,699 | 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 | $2,960,224 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $145,416 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $145,416 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,360,772 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,775,117 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,360,772 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,466,412 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,506,188 | 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 | $3,420 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,710 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,710 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,255 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,255 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,121 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $121 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,972 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $346 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,626 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,768 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,432 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,336 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $404,914 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $404,914 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $475,682 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,432 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $409,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,990,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,464,756 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $598,621 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,564,045 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,564,045 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,225,092 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,838,871 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,198,751 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,404,757 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,492,737 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,773,903 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,228,470 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,895,653 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,536,699 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,228,470 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,895,653 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,228,470 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,895,653 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,228,470 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,895,653 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,228,470 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,990,730 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,219,200 | SubtotalAmt |
| Other Decreases | $1,323,547 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,895,653 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $6,775,117 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,414,345 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,360,772 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,360,772 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,360,772 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,260 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34,260 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34,260 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,125 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,125 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $23,135 | TaxDueAmt |
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 | MATT MULCAHY | IndividualWithBooksNm |
| Phone | 5152442622 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 LOCUST STREET SUITE 790 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| PAMELA-BASS BOOKEY | ||||||||
| 400 LOCUST STREET SUITE 790 | DES MOINES | IA | 50309 | VP, SECRETARY & DIRECTOR | 0.50 | $0 | $0 | $0 |
| HARRY BOOKEY | ||||||||
| 400 LOCUST STREET SUITE 790 | DES MOINES | IA | 50309 | PRESIDENT, TREASURER & DIRECTOR | 0.50 | $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 | $9,539,652 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,372,283 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,911,935 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,911,935 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $163,679 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,748,256 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $270,910 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $270,910 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,260 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,260 | TotalTaxAmt |
| Distributable Before Adj | $236,650 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $236,650 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $236,650 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $409,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $409,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $236,650 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $300,024 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,045,441 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $668,030 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $733,800 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,747,295 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $409,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $236,650 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $172,600 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,919,895 | 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 | $2,919,895 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $300,024 | ExcessFromYear4Amt |
| Excess From Year3 | $1,045,441 | ExcessFromYear3Amt |
| Excess From Year2 | $668,030 | ExcessFromYear2Amt |
| Excess From Year1 | $733,800 | ExcessFromYear1Amt |
| Excess From Current Year | $172,600 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABOVE & BEYOND CANCER | |||||||
| 1305 50TH ST | WEST DES MOINES | IA | 50266 | NONE | PC | GENERAL SUPPORT | $2,500 |
| ANIMAL RESCUE LEAGUE | |||||||
| 5452 NE 22ND ST | DES MOINES | IA | 50313 | NONE | PC | GENERAL SUPPORT | $500 |
| AYUDA INC | |||||||
| PO BOX 66786 | WASHINGTON | DC | 20035 | NONE | PC | GENERAL SUPPORT | $10,413 |
| BROADLAWNS MEDICAL CENTER FOUNDATION | |||||||
| 1801 HICKMAN RD | DES MOINES | IA | 50314 | NONE | SO I | GENERAL SUPPORT | $5,000 |
| BY DEGREES FOUNDATION | |||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 50311 | NONE | PC | GENERAL SUPPORT | $26,000 |
| CITY UNIVERSITY OF NEW YORK SCHOOL OF LAW FOUNDATION | |||||||
| 2 COURT SQUARE | LONG ISLAND CITY | NY | 111014356 | NONE | PC | GENERAL SUPPORT | $15,228 |
| COALITION ON HOMELESSNESS | |||||||
| 70 E LAKE ST STE 720 | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CREATIVE VISIONS | |||||||
| 1343 13TH ST | DES MOINES | IA | 50314 | NONE | PC | GENERAL SUPPORT | $17,500 |
| DES MOINES ART CENTER | |||||||
| 4700 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | GENERAL SUPPORT | $33,400 |
| DES MOINES COMMUNITY PLAYHOUSE | |||||||
| 831 42ND ST | DES MOINES | IA | 50312 | NONE | PC | GENERAL SUPPORT | $2,500 |
| DES MOINES GAY MEN'S CHORUS | |||||||
| PO BOX 12269 | DES MOINES | IA | 50312 | NONE | PC | GENERAL SUPPORT | $200 |
| DES MOINES PERFORMING ARTS | |||||||
| 221 WALNUT STREET | DES MOINES | IA | 50309 | NONE | PC | GENERAL SUPPORT | $10,311 |
| DES MOINES SYMPHONY | |||||||
| 1011 LOCUST ST STE 200 | DES MOINES | IA | 50309 | NONE | PC | GENERAL SUPPORT | $10,000 |
| DRAKE UNIVERSITY | |||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 50311 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FLORIDA FREEDOM TO READ | |||||||
| 4623 ALISA CIR NE | ST PETERSBURG | FL | 33703 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FOOD BANK OF IOWA | |||||||
| 2220 E 17TH ST | DES MOINES | IA | 50316 | NONE | PC | GENERAL SUPPORT | $3,500 |
| FRIENDS OF DES MOINES PARKS | |||||||
| 1551 E MLK JR PKWY | DES MOINES | IA | 50317 | NONE | PC | GENERAL SUPPORT | $1,000 |
| GLOBAL IMPACT | |||||||
| 2300 N ST NW STE 501A | WASHINGTON | DC | 20037 | NONE | PC | GENERAL SUPPORT | $10,000 |
| GREATER DES MOINES BOTANICAL GARDEN | |||||||
| 909 ROBERT D RAY DR | DES MOINES | IA | 503092897 | NONE | PC | GENERAL SUPPORT | $500 |
| GREATER DES MOINES PUBLIC ART FOUNDATION | |||||||
| 1915 GRAND AVE | DES MOINES | IA | 50309 | NONE | PC | GENERAL SUPPORT | $2,500 |
| GREATER WASHINGTON COMMUNITY FOUNDATION | |||||||
| 1201 15TH STREET NW STE 420 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HAITIAN WOMENS COLLECTIVE | |||||||
| 123 FIFTH AVENUE | NEW YORK | NY | 10160 | NONE | PC | GENERAL SUPPORT | $10,000 |
| HONEYCOMB PROJECT | |||||||
| 1030 W NORTH AVE STE 303 | CHICAGO | IL | 60642 | NONE | PC | GENERAL SUPPORT | $20,000 |
| HOPE MINISTRIES | |||||||
| 500 E ARMY POST RD | DES MOINES | IA | 50315 | NONE | PC | GENERAL SUPPORT | $1,500 |
| HOUSING UP | |||||||
| 1322 MAIN DRIVE NW | WASHINGTON | DC | 20012 | NONE | PC | GENERAL SUPPORT | $10,311 |
| HUMANITY FUNDS | |||||||
| 8011 TALBOT ROAD | EDMONDS | WA | 98026 | NONE | PC | GENERAL SUPPORT | $2,500 |
| IMMIGRANT AND REFUGEE OUTREACH CENTER | |||||||
| PO BOX 11371 | MCLEAN | VA | 22102 | NONE | PC | GENERAL SUPPORT | $25,000 |
| INSTITUTE FOR JUSTICE AND DEMOCRACY IN HAITI | |||||||
| 892 PLAIN STREET STE 1 | MARSHFIELD | MA | 02050 | NONE | PC | GENERAL SUPPORT | $5,000 |
| IOWA LEGAL AID | |||||||
| 666 WALNUT ST FLOOR 25 | DES MOINES | IA | 50309 | NONE | PC | GENERAL SUPPORT | $1,000 |
| IOWA NATURAL HERITAGE FOUNDATION | |||||||
| 505 5TH AVE STE 444 | DES MOINES | IA | 50309 | NONE | PC | GENERAL SUPPORT | $250 |
| IOWA PUBLIC RADIO | |||||||
| 2111 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | GENERAL SUPPORT | $1,500 |
| IOWA SOCCER DEVELOPMENT FOUNDATION | |||||||
| 12395 UNIVERSITY AVE | CLIVE | IA | 50325 | NONE | PC | GENERAL SUPPORT | $25,000 |
| IOWA STAGE THEATER | |||||||
| PO BOX 13466 | DES MOINES | IA | 50310 | NONE | PC | GENERAL SUPPORT | $2,500 |
| JEWISH FEDERATION OF GREATER DES MOINES | |||||||
| 33158 UTE AVE | WAUKEE | IA | 50263 | NONE | PC | GENERAL SUPPORT | $15,000 |
| JOPPA | |||||||
| 2326 EUCLID AVE | DES MOINES | IA | 50310 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MADRE | |||||||
| 26 BROADWAY 3RD FLOOR 390 | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $20,129 |
| MUJERES UNIDAS Y ACTIVAS | |||||||
| 3543 18TH ST BOX 23 | SAN FRANCISCO | CA | 944101600 | NONE | PC | GENERAL SUPPORT | $10,000 |
| OAKRIDGE NEIGHBORHOOD SERVICES | |||||||
| 1401 CENTER ST | DES MOINES | IA | 50309 | NONE | PC | GENERAL SUPPORT | $2,500 |
| SAKALA INTERNATIONAL | |||||||
| PO BOX 490 | CAMDEN | ME | 04843 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THRIVE DC | |||||||
| 1525 NEWTON STREET NW STE G1 | WASHINGTON | DC | 20010 | NONE | PC | GENERAL SUPPORT | $10,861 |
| UC LAW SAN FRANCISCO | |||||||
| 200 MCALLISTER ST | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL SUPPORT | $15,311 |
| UNITED WAY OF CENTRAL IOWA | |||||||
| 1111 9TH STREET STE 100 | DES MOINES | IA | 50314 | NONE | PC | GENERAL SUPPORT | $25,000 |
| UNIVERSITY OF IOWA FOUNDATION | |||||||
| WEST PARK RD | IOWA CITY | IA | 52244 | NONE | PC | GENERAL SUPPORT | $2,500 |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | NONE | PC | GENERAL SUPPORT | $2,000 |
| WE NEED DIVERSE BOOKS | |||||||
| 10319 WESTLAKE DRIVE 104 | BETHESDA | MD | 20817 | NONE | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $404,914 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,416 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,360,772 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,506,188 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,506,188 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HARRY BOOKEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 LOCUST STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,960,224 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,960,224 | FairMarketValueAmt |
| Received | 2025-10-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,420 | Amt |
| Net Investment Income | $1,710 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,710 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC - CLASS A | $25,346 | $86,075 |
| ALPHABET INC - CLASS C | $105,542 | $188,280 |
| AMAZON.COM | $24,212 | $48,703 |
| AMN ELECTRIC POWER | $110,015 | $126,841 |
| ANALOG DEVICES | $30,846 | $36,070 |
| APPLE INC | $50,076 | $70,140 |
| ARGENX SE | $35,373 | $50,457 |
| ARM HOLDINGS PLC | $33,628 | $29,951 |
| ASTRAZENICA PLC SPND ADR | $91,938 | $111,511 |
| BJS WHSL CLUB HLDGS | $140,655 | $135,045 |
| BLACKROCK INC | $11,487 | $17,125 |
| BLACKSTONE INC | $70,563 | $92,946 |
| BOEING COMPANY | $91,879 | $99,875 |
| BROADCOM INC | $34,108 | $131,518 |
| CHIPOTLE MEXICAN GRILL | $41,270 | $40,256 |
| CHURCH & DWIGHT CO | $124,952 | $123,008 |
| COCA COLA COM | $148,987 | $160,094 |
| CONSTELLATION ENERGY | $41,060 | $40,273 |
| COSTCO WHOLESALE CRP DEL | $143,766 | $150,909 |
| CROWDSTRIKE HOLDINGS INC | $88,864 | $130,315 |
| EATON CORP PLC | $43,850 | $48,095 |
| EDWARDS LIFESCIENCES CRP | $68,227 | $81,158 |
| ELI LILLY & CO | $177,429 | $354,644 |
| EMERSON ELEC CO | $119,107 | $125,420 |
| GENERAC HOLDINGS INC | $115,655 | $102,278 |
| GOLDMAN SACHS GROUP INC | $34,470 | $65,925 |
| HOME DEPOT INC | $136,885 | $134,199 |
| INTUITIVE SURGICAL INC | $176,988 | $339,816 |
| JPMORGAN CHASE & CO | $91,956 | $124,699 |
| KKR & CO INC | $39,424 | $41,049 |
| LAM RESH CORP | $20,447 | $44,849 |
| LOWE'S COMPANIES INC | $35,162 | $42,203 |
| LVMH MOET HENNESSY | $37,106 | $37,250 |
| MARVELL TECH INC | $73,446 | $76,057 |
| MCDONALDS CORP | $154,648 | $158,928 |
| META PLATFORMS INC | $113,285 | $145,220 |
| MICROSOFT CORP | $118,081 | $130,577 |
| NEXTPOINT RESIDENTIAL | $5,937 | $23,267 |
| NVIDIA CORP | $128,775 | $222,868 |
| NXP SEMICONDUCTORS NV | $61,777 | $59,692 |
| PALO ALTO NETWORKS INC | $123,699 | $142,571 |
| PARKER HANNIFIN CORP | $101,130 | $175,792 |
| PROCTER AND GAMBLE | $153,821 | $143,740 |
| PROGRESSIVE CRP OHIO | $185,524 | $190,146 |
| REALTY INCM CRP MD | $93,907 | $93,067 |
| SALESFORCE INC | $44,934 | $50,863 |
| SANOFI ADR | $123,651 | $122,555 |
| SOUTHERN COMPANY | $129,721 | $121,557 |
| STARBUCKS CORP | $62,270 | $65,263 |
| STRYKER CORP | $121,864 | $119,500 |
| UNITED RENTALS INC | $105,946 | $140,822 |
| VERTEX PHARACEUTICA | $82,690 | $88,405 |
| VERTIV HLDG CO | $9,792 | $31,916 |
| VISTRA CORP | $32,870 | $40,816 |
| WALMART | $171,686 | $311,948 |
| WELLS FARGO & CO | $78,591 | $105,130 |
| WYNN RESORTS LTD | $19,553 | $27,074 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CALAMOS STRAT TOT RETURN | AT COST | $108,975 | $144,000 |
| INVESCO WTR RESOURCES | AT COST | $115,900 | $140,819 |
| ISHARES 0-5 YEAR TIPS | AT COST | $788,739 | $780,519 |
| ISHARES CORE US | AT COST | $839,725 | $843,487 |
| ISHARES IBOXX | AT COST | $711,884 | $724,279 |
| ISHARES MSCI JAPAN ETF | AT COST | $148,406 | $147,270 |
| REAL ESTATE SELECT | AT COST | $302,730 | $370,131 |
| SECTOR SPDR UTILITIES | AT COST | $140,247 | $170,760 |
| SPDR S P BIOTECH | AT COST | $46,320 | $58,648 |
| VANGUARD EMERGING MARKETS | AT COST | $691,720 | $710,914 |
| VANGUARD EXTENDED DURATION | AT COST | $130,943 | $123,389 |
| VANGUARD FTSE EMERGING | AT COST | $210,461 | $263,800 |
| VANGUARD MSCI EUROPEAN | AT COST | $169,058 | $193,223 |
| VANGUARD SMALL CAP | AT COST | $87,629 | $102,664 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $1,323,547 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSE | $692 | $346 | $346 |
| REIMBURSED TRAINING EXPENSES | $2,280 | $0 | $2,280 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $39,255 | Amt |
| Net Investment Income | $39,255 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $121 | $121 | $0 |
| FEDERAL TAX PAYMENTS | $25,000 | $0 | $0 |
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