BOOKEY FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BOOKEY FAMILY FOUNDATION (EIN 20-3828796)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-14
- IRS object ID
- 202423199349104397
- Schema version
- 2023v5.1
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T15:00:17-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 2023-07-01 | 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 | 2024-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A BEAL | PreparerPersonNm |
| PTIN | P00046109 | PTIN |
| Phone | 5155586600 | PhoneNum |
| Preparation | 2024-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,043,379 | 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 | $3,240,834 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $69,676 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69,676 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $476,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,825,556 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $476,670 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,787,180 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $546,346 | 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 | $15,798 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,899 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,899 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,465 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,465 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,274 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,637 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,637 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,537 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,001 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,536 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $829,971 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $829,971 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $862,508 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,001 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $841,507 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,924,672 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $525,345 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $178,578 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $328,898 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $328,898 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,424,555 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,466,522 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,989,551 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $680,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $724,930 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,603,133 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,476,070 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,043,379 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $854,613 | GrantsPayableBOYAmt |
| Grants Payable EOY | $80,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $854,613 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $80,000 | 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 | $748,520 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,396,070 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $748,520 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,396,070 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,603,133 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,476,070 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $748,520 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,924,672 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,673,192 | SubtotalAmt |
| Other Decreases | $277,122 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,396,070 | 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 | $2,825,556 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,348,886 | CostOrOtherBasisAmt |
| Gain Or Loss | $476,670 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $476,670 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $476,670 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,302 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,302 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,302 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,730 | 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 | $12,730 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,428 | OverpaymentAmt |
| Applied To ES Tax | $5,428 | 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 | 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 | $3,308,052 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $362,579 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,670,631 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,670,631 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,059 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,615,572 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $180,779 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $180,779 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,302 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,302 | TotalTaxAmt |
| Distributable Before Adj | $173,477 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $173,477 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $173,477 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $841,507 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $841,507 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $173,477 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $458,125 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $372,477 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $300,024 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,045,441 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,176,067 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $841,507 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $173,477 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $668,030 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,844,097 | 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 | $458,125 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,385,972 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $372,477 | ExcessFromYear4Amt |
| Excess From Year2 | $300,024 | ExcessFromYear2Amt |
| Excess From Year1 | $1,045,441 | ExcessFromYear1Amt |
| Excess From Current Year | $668,030 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AL OTRO LADO INC | |||||||
| 511 E SAN YSIDRO BLVD | SAN YSIDRO | CA | 92173 | NONE | PUBLIC | GENERAL SUPPORT | $21,058 |
| BALLET THEATRE OF DES MOINES | |||||||
| 655 WALNUT ST STE 120 | DES MOINES | IA | 50309 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| BOYS AND GIRLS CLUB OF CENTRAL IOWA | |||||||
| 1421 WALKER ST | DES MOINES | IA | 50316 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| BY DEGREES FOUNDATION | |||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 50311 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| CENTER FOR GENDER & REFUGEE STUDIES | |||||||
| 200 MCALLISTER ST | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC | TO SUPPORT ACADEMIA RELATED TO GENER STUDIES | $75,000 |
| DC CENTRAL KITCHEN | |||||||
| PO BOX 417406 | BOSTON | MA | 022417406 | NONE | PUBLIC | GENERAL SUPPORT | $46,560 |
| DC YOUTH ORCHESTRA PROGRAM | |||||||
| PO BOX 56417 | WASHINGTON | DC | 20040 | NONE | PUBLIC | GENERAL SUPPORT | $6,033 |
| DES MOINES ART CENTER | |||||||
| 4700 GRAND AVE | DES MOINES | IA | 50312 | NONE | PUBLIC | GENERAL SUPPORT | $2,895 |
| DES MOINES METRO OPERA | |||||||
| 106 W BOSTON AVE | INDIANOLA | IA | 50125 | NONE | PUBLIC | GENERAL SUPPORT | $6,160 |
| DES MOINES PUBLIC LIBRARY FOUNDATION | |||||||
| 1000 GRAND AVE | DES MOINES | IA | 50309 | NONE | PUBLIC | TO SUPPORT PUBLIC LIBRARIES IN THE DES MOINES AREA | $15,613 |
| DIASPORA COMMUNITY SERVICES | |||||||
| 921B EAST NEW YORK AVENUE | BROOKLYN | NY | 11203 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| DISTRICT OF COLUMBIA COLLEGE ACCESS PROGRAM | |||||||
| 1400 L STREET NW SUITE 400 | WASHINGTON | DC | 20005 | NONE | PUBLIC | GENERAL SUPPORT | $45,434 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC | GENERAL SUPPORT | $15,838 |
| DRAKE UNIVERSITY | |||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 50311 | NONE | PUBLIC | TO SUPPORT HIGHER EDUCATION | $5,000 |
| ECHOING GREEN | |||||||
| 462 SEVENTH AVE THIRTEENTH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL SUPPORT | $37,038 |
| EDLAVITCH DCJCC | |||||||
| 1529 16TH ST NW | WASHINGTON | DC | 20336 | NONE | PUBLIC | GENERAL SUPPORT | $26,033 |
| EVERYLIBRARY INSTITUTE NFP | |||||||
| 6433 FAIRFIELD AVE | BERWYN | IL | 60402 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| FOOD BANK OF IOWA | |||||||
| 2220 E 17TH ST | DES MOINES | IA | 50316 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| FRIENDSHIP PLACE | |||||||
| 4713 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | NONE | PUBLIC | GENERAL SUPPORT | $15,557 |
| GOOD NEIGHBOR SETTLEMENT HOUSE | |||||||
| 1254 E TYLER ST | BROWNSVILLE | TX | 78520 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| GREATER DES MOINES PUBLIC ART FOUNDATION | |||||||
| 1915 GRAND AVE | DES MOINES | IA | 50309 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 |
| GREATER WASHINGTON COMMUNITY FOUNDATION | |||||||
| 1325 G ST NW STE 480 | WASHINGTON | DC | 20005 | NONE | PUBLIC | GENERAL SUPPORT | $30,124 |
| HIGHLANDER RESEARCH AND EDUCATION CENTER | |||||||
| 1959 HIGHLANDER WAY | NEW MARKET | TN | 37820 | NONE | PUBLIC | GENERAL SUPPORT | $5,306 |
| HOPE MINISTRIES | |||||||
| 500 E ARMY POST RD | DES MOINES | IA | 50315 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 |
| HORTON'S KIDS | |||||||
| 400 VIRGINIA AVE SW SUITE C-130 | WASHINGTON | DC | 20024 | NONE | PUBLIC | GENERAL SUPPORT | $20,620 |
| HOYT SHERMAN PLACE FOUNDATION | |||||||
| 1501 WOODLAND AVE | DES MOINES | IA | 50314 | NONE | PUBLIC | GENERAL SUPPORT/100 YEAR CELEBRATION | $1,700 |
| INSTITUTE FOR JUSTICE AND DEMOCRACY IN HAITI | |||||||
| 829 PLAIN STREET SUITE 1 | MARSHFIELD | MA | 02050 | NONE | PUBLIC | GENERAL SUPPORT | $10,233 |
| INTERNATIONAL CRISIS GROUP | |||||||
| 1629 K STREET NW 1000 | WASHINGTON | DC | 200061677 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| IROC (IMMIGRANT AND REFUGEE OUTREACH CENTER) | |||||||
| PO BOX 11371 | MCLEAN | VA | 22102 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| ISLA BEAN'S BABES | |||||||
| 1501 42ND ST | WEST DES MOINES | IA | 50266 | NONE | PUBLIC | FUNDRAISER TO CURE CYSTIC FIBROSIS | $1,000 |
| JEWISH FEDERATION OF GREATER DES MOINES | |||||||
| 33158 UTE AVE | WAUKEE | IA | 50263 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| JOPPA | |||||||
| 2326 EUCLID AVE | DES MOINES | IA | 50310 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| MADRE | |||||||
| 121 WEST 27TH ST NO 301 | NEW YORK | NY | 10001 | NONE | PUBLIC | TO SUPPORT WOMEN'S RIGHTS GLOBALLY | $136,892 |
| MARGARET'S VILLAGE | |||||||
| 7320 S YALE AVE | CHICAGO | IL | 60621 | NONE | PUBLIC | HOUSING FOR HOMELESS WOMEN AND FAMILIES | $35,000 |
| MIRIAM'S KITCHEN | |||||||
| 2401 VIRGINIA AVE NW | WASHINGTON | DC | 20037 | NONE | PUBLIC | GENERAL SUPPORT | $250 |
| MOSAIC THEATER COMPANY | |||||||
| 133 H STREET NE | WASHINGTON | DC | 20002 | NONE | PUBLIC | GENERAL SUPPORT | $41,578 |
| MUJERES UNIDAS Y ACTIVAS | |||||||
| 3543 18TH ST BOX 23 | SAN FRANCISCO | CA | 944101600 | NONE | PUBLIC | GENERAL SUPPORT | $26,603 |
| NATIONAL BUILDING MUSEUM | |||||||
| 401 F STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | GENERAL SUPPORT | $25,199 |
| OAKRIDGE NEIGHBORHOOD SERVICES | |||||||
| 1401 CENTER ST | DES MOINES | IA | 50309 | NONE | PUBLIC | GENERAL SUPPORT | $6,000 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 4557 | DES MOINES | IA | 50305 | NONE | PUBLIC | HEALTH SERVICES | $10,529 |
| SAKALA INTERNATIONAL | |||||||
| PO BOX 490 | CAMDEN | ME | 04843 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 |
| THRIVE DC | |||||||
| 1525 NEWTON STREET NW STE G-1 | WASHINGTON | DC | 20010 | NONE | PUBLIC | GENERAL SUPPORT | $15,185 |
| WE NEED DIVERSE BOOKS | |||||||
| 10319 WESTLAKE DRIVE 104 | BETHESDA | MD | 20817 | NONE | PUBLIC | GENERAL SUPPORT | $56,033 |
| YOUNG WOMEN'S RESOURCE CENTER | |||||||
| 818 5TH AVE | DES MOINES | IA | 50309 | NONE | PUBLIC | TO SUPPORT LOCAL YOUNG WOMEN | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $829,971 | 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 | $69,676 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $476,670 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $546,346 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $546,346 | 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 | $3,240,834 | 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 | $1,240,834 | FairMarketValueAmt |
| Received | 2023-08-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $15,798 | Amt |
| Net Investment Income | $7,899 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,899 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $40,915 | $42,880 |
| ADOBE INC | $54,957 | $62,776 |
| ADVNCD MICRO D INC | $40,116 | $45,419 |
| ALPHABET INC - CLASS A | $26,017 | $59,199 |
| AMAZON.COM | $45,781 | $72,469 |
| APPLE INC | $47,014 | $69,505 |
| ASTRAZENICA PLC SPND ADR | $49,612 | $62,392 |
| BANK OF MONTREAL | $53,201 | $47,627 |
| BLACKROCK INC | $47,991 | $51,963 |
| BLACKSTONE INC | $68,662 | $74,280 |
| BOEING COMPANY | $50,877 | $45,502 |
| CADENCE DESIGN SYS INC | $37,386 | $48,317 |
| COCA COLA COM | $52,149 | $57,285 |
| COSTCO WHOLESALE CRP DEL | $28,640 | $42,499 |
| EATON CORP PLC | $59,824 | $84,345 |
| ELI LILLY & CO | $53,636 | $81,484 |
| EMERSON ELEC CO | $40,767 | $50,563 |
| EQUINIX INC | $72,432 | $71,877 |
| GOLDMAN SACHS GROUP INC | $68,939 | $67,848 |
| HOME DEPOT INC | $57,915 | $65,406 |
| INTUITIVE SURGICAL INC | $59,241 | $88,970 |
| KKR & CO INC | $42,106 | $62,828 |
| KLA CORP | $48,981 | $74,206 |
| KROGER CO | $55,370 | $59,916 |
| LOWE'S COMPANIES INC | $74,886 | $77,161 |
| LULULEMON ATHLETICA INC | $85,250 | $73,181 |
| MARVELL TECH INC | $54,555 | $66,405 |
| MCDONALDS CORP | $53,556 | $50,968 |
| META PLATFORMS INC | $32,637 | $53,952 |
| MICROSOFT CORP | $5,107 | $46,930 |
| NIKE INC CL B | $82,027 | $62,632 |
| NVIDIA CORP | $6,802 | $53,122 |
| NXP SEMICONDUCTORS NV | $59,464 | $67,272 |
| PALO ALTO NETWORKS INC | $61,924 | $84,752 |
| PARKER HANNIFIN CORP | $47,123 | $57,157 |
| PEPSICO INC | $66,969 | $65,972 |
| PROCTER AND GAMBLE | $66,628 | $71,410 |
| SALESFORCE INC | $51,458 | $57,847 |
| SANOFI ADR | $65,534 | $67,928 |
| STARBUCKS CORP | $60,536 | $62,280 |
| SYNOPSYS INC | $36,318 | $47,605 |
| THERMO FISHER SCIENTIFIC | $55,424 | $55,300 |
| UNION PACIFIC CORP | $67,757 | $67,878 |
| UNITED RENTALS INC | $46,069 | $64,673 |
| VERTEX PHARACEUTICA | $53,035 | $70,308 |
| VERTIV HLDG CO | $68,758 | $96,041 |
| WALMART | $62,176 | $79,221 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CALAMOS STRAT TOT RETURN | AT COST | $108,975 | $126,300 |
| ISHARES IBOXX | AT COST | $62,849 | $61,380 |
| ISHARES US HOME | AT COST | $47,938 | $53,057 |
| PIMCO 25+ YEAR ZERO COUP | AT COST | $145,834 | $150,180 |
| REAL ESTATE SELECT | AT COST | $93,500 | $96,025 |
| SECTOR SPDR UTILITIES | AT COST | $48,214 | $54,512 |
| SPDR S P BIOTECH | AT COST | $52,050 | $52,196 |
| VANGUARD FTSE EMERGING | AT COST | $121,290 | $131,280 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $277,122 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $80 | $40 | $40 |
| MISCELLANEOUS EXPENSE | $7,194 | $3,597 | $3,597 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,465 | Amt |
| Net Investment Income | $9,465 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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