2025-05-01T11:28:18-07:00 2024-12-31 421497901 CARRICK & ASSOCIATES LLP 2016 COMMERCE DRIVE RED OAK IA 51566 990PF 2024-01-01 201861923 LLOYD FAMILY FOUNDATION LLOY 2394812153 778 CYPRESS LAKE CIRCLE FORT MYERS FL 339196012 LINDA LLOYD TREASURER 2394812153 2025-04-10 true STEPHEN C HOLMES CPA P01028877 7126235471 2025-05-01 2024 2025-03-06 01:10:19Z X 5137791 X X 1034 1034 1034 103619 103619 103619 45650 1328 0 672 672 672 105325 150975 106653 0 1800 1800 1800 0 3027 3027 3027 0 53001 53001 53001 57828 57828 57828 0 229500 229500 287328 57828 57828 229500 -182003 93147 48825 83908 67472 67472 0 213679 199842 199842 4731174 4624646 4870477 0 0 0 0 0 0 5028761 4891960 5137791 0 0 0 0 0 X 5028761 4891960 5028761 4891960 5028761 4891960 5028761 -182003 45650 4892408 448 4891960 CAPITAL GAIN DISTRIBUTION-WCM FOCUSED INTL GWTH P 2021-02-09 2024-12-09 49990 0 0 49990 0 0 0 49990 MORGAN STANLEY ACCOUNT 394023266501 SHORT TERM CAPITAL GAIN SEE ATTACHED SCHEDULE P 2024-01-01 2024-12-31 1328 0 0 1328 0 0 0 1328 MORGAN STANLEY ACCOUNT 394023266501 LONG TERM CAPITAL GAIN SEE ATTACHED SCHEDULE P 2021-01-01 2024-12-31 0 0 5668 -5668 0 0 0 -5668 45650 1328 1295 0 1295 0 1295 0 0 0 X 45 1340 0 false false false false false false false false true FL true false true false false true N/A LINDA LLOYD 2394812153 778 CYPRESS LAKE CIRCLE FORT MYERS FL 339196012 false false false false false false false false false false false false false false false false false false false false THOMAS C LLOYD 1611 WEST MULBERRY ST FORT COLLINS CO 80521 PRESIDENT 5.00 0 0 0 CAROLYN F LLOYD 1611 WEST MULBERRY ST FORT COLLINS CO 80521 VICE PRESIDENT 5.00 0 0 0 LINDA LLOYD 778 CYPRESS LAKE CIRCLE FORT MYERS FL 33919 SECRETARY/TREASURER 5.00 0 0 0 NONE 0 NONE 0 4634098 100962 207589 4942649 0 4942649 74140 4868509 243425 243425 1295 1295 242130 242130 242130 229500 229500 242130 228954 0 0 0 0 0 0 229500 228954 0 546 546 0 0 0 242130 0 546 0 0 0 0 546 LINDA LLOYD 778 CYPRESS LAKE CIRCLE FORT MYERS FL 339196012 2394812153 APPLICATION PER ENTITY FORM. BY MARCH 10TH OF EACH YEAR. PAGE COUNTY IOWA AND SURROUNDING COUTIES: GRAPHIC ARTS AND JOURNALISM IOWA STATE UNIVERSITY 515 MORRILL ROAD AMES IA 50011 GOV ABBIGAIL BURKE SCHOLARSHIP 5000 SIMPSON COLLEGE 701 NORTH C STREET INDIANOLA IA 50125 GOV ADDISON OLSON SCHOLARSHIP 5000 IOWA STATE UNIVERSITY 515 MORRILL ROAD AMES IA 50011 GOV ELL PETERSON SCHOLARSHIP 2500 KANSAS STATE UNIVERSITY 220 ANDERSON HALL MANHATTEN KS 665060107 GOV NATALIE GILBERT SCHOLARSHIP 2500 KANSAS STATE UNIVERSITY 220 ANDERSON HALL MANHATTEN KS 665060107 GOV KENDRA SLEEP SCHOLARSHIP 2500 WABASH ARTS CAMP PO BOX 343 SHENANDOAH IA 51601 PC DONATION 10000 AMERICAN RED CROSS 2116 GRAND AVE DES MOINES IA 50312 PC DONATION 20000 WIKIMEDIA FOUNDATION PO BOX 98204 WASHINGTON DC 200908204 PC DONATION 10000 UNITED NATIONS CERF PO BOX 96721 WASHINGTON DC 200906721 PC DONATION 10000 WASHINGTON ALPINE CLUB PO BOX 352 SEATTLE WA 98111 PC DONATION 5000 THE WABASH TRACE NATURE TRAIL PO BOX 581 SHENANDOAH IA 51601 PC DONATION 20000 SALISH SEA SCHOOL PO BOX 1901 ANACORTES WA 98221 PC DONATION 5000 WOODLAND PARK ZOO 5500 PHINNEY AVE N SEATTLE WA 98103 PC DONATION 5000 FACING HOMELESSNESS 4001 9TH AVE NE SEATTLE WA 98105 PC DONATION 5000 LARIMER COUNTY FOOD BANK 5706 WRIGHT DRIVE LOVELAND CO 80538 PC DONATION 5000 AVENUE SCHOLARS SW IOWA 900 WOODBURY AVE STE 11C COUNCIL BLUFFS IA 51503 PC DONATION 5000 FORT MYERS SUNRISE ROTARY CLUB 1 FORT MYERS FL 33919 PC DONATION 12000 SLEEP IN HEAVENLY PEACE 606 WEST ST SHENANDOAH IA 51601 PC DONATION 10000 SHENANDOAH IOWA EDUCATION FOUNDATION PO BOX 351 SHENANDOAH IA 51601 PC DONATION 30000 SHENANDOAH PUBLIC LIBRARY FOUNDATION 201 S ELM ST SHENANDOAH IA 51601 PC DONATION 20000 SHENANDOAH COMMUNITY FOOD PANTRY PO BOX 241 SHENANDOAH IA 51601 PC DONATION 10000 VETERANS MEMORIAL MUSEUM 603 W LOWELL AVE SHENANDOAH IA 51601 PC DONATION 10000 GREATER SHENANDOAH HISTORICAL SOCIETY 800 W SHERIDAN AVE SHENANDOAH IA 51601 PC DONAITON 10000 DOCTORS WITHOUT BORDERS PO BOX 5023 HAGERSTOWN MD 21741 PC DONATION 10000 229500 1034 103619 672 105325 105325 3 INCOME ALLOWED ADDITIONAL FUNDING OF STUDENT SCHOLARSHIPS. 4 INCOME ALLOWED ADDITIONAL FUNDING OF STUDENT SCHOLARSHIPS. 7 INCOME ALLOWED ADDITIONAL FUNDING OF STUDENT SCHOLARSHIPS. false false false false false false false false false false CARRICK & ASSOCIATES LLP TAX PREPARATION 1800 1800 1800 FEDERAL INCOME TAX PAID 448 INVESTMENT FEES 52849 52849 52849 BANK FEES 152 152 152 NOTE RECEIVABLE INTEREST 600 600 600 OTHER INCOME 72 72 72 CAPITAL GAINS 45650 FOREIGN TAXES PAID 3027 3027 3027