2019-11-13T20:33:50-06:00 2018-12-31 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990PF 2018-01-01 421444870 FRED MAYTAG FAMILY FOUNDATION FRED 4156733733 3701 SACRAMENTO STREET NO 369 SAN FRANCISCO CA 94118 KENNETH P MAYTAG PRESIDENT 4156733733 2019-11-04 1 TRACY S PAGLIA P00366884 2099556100 2019-11-04 12.129.4.211 2019-11-04 19:30:43 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BE861C6778D90A5D3E7861ABDDE45BE6309F51A4 2018 2020-03-31 21:24:44Z X 57129157 X X 1050182 1050182 3805193 4576918 3805193 51561 0 4906936 4855375 0 0 0 2968 2226 742 23200 17400 5800 151643 151643 0 4032 4032 0 44459 0 44459 14551 12475 2076 240853 187776 53077 7326343 7326343 7567196 187776 7379420 -2660260 4667599 52493 182910 182910 2529341 5165980 5165980 64451962 51677866 51677867 111353 111353 102400 67145149 57138109 57129157 0 0 X 67145149 57138109 67145149 57138109 67145149 57138109 67145149 -2660260 0 64484889 7346780 57138109 CAPITAL GAIN DISTRIBUTIONS - BBH P 3376944 3376944 3376944 PUBLICLY TRADED SECURITIES - BBH LT P 1199974 771725 428249 428249 3805193 0 6310884 64344297 0.098080 5722964 60945300 0.093903 3001807 67850176 0.044242 7412665 68770375 0.107789 3127220 63736762 0.049065 0.393079 0.078616 64003738 5031718 46676 5078394 7379420 X 46676 0 46676 0 46676 42938 27100 0 70038 0 23362 23362 0 0 0 0 0 0 0 0 0 0 0 1 1 CA IA 1 0 0 0 0 1 N/A KRISTEN VAN LIEFDE 4156733733 3701 SACRAMENTO STREET 369 SAN FRANCISCO CA 94118 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KENNETH P MAYTAG 3701 SACRAMENTO STREET 369 SAN FRANCISCO CA 94118 PRESIDENT 1.00 0 0 0 FREDERICK L MAYTAG III 3701 SACRAMENTO STREET 369 SAN FRANCISCO CA 94118 VICE-PRESIDENT 1.00 0 0 0 KRISTEN VAN LIEFDE 3701 SACRAMENTO STREET 369 SAN FRANCISCO CA 94118 SECRETARY 1.00 0 0 0 NONE 0 BROWN BROTHERS HARRIMAN 140 BROADWAY NEW YORK NY 10005 INVESTMENT FEES 151643 0 0 62206797 2669217 102400 64978414 0 0 64978414 974676 64003738 3200187 3200187 46676 46676 3153511 0 3153511 0 3153511 7379420 0 7379420 46676 7332744 3153511 0 0 4106412 2757467 3162143 10026022 7379420 0 0 0 3153511 4225909 0 0 14251931 0 0 0 0 0 0 0 14251931 4106412 2757467 3162143 4225909 FMFF POST OFFICE BOX 366 NEWTON IA 50208 6417910395 NO SPECIFIC FORMAT OR INFORMATION REQUIREMENT IS EMPLOYED APPLICATIONS ACCEPTED ANY TIME PREFERENCE IS GIVEN TO NEWTON AND CENTRAL IOWA ORGANIZATIONS AMANDA THE PANDA 1821 GRAND AVE WEST DES MOINES IA 50265 PC GENERAL SUPPORT 20000 AMERICAN CANCER SOCIETY 1717 INGERSOL AVE 111 DES MOINES IA 50309 PC RELAY FOR LIFE 5000 AMERICAN COUNCIL OF TRUSTEES AND ALUMNI 1730 M ST NW STE 600 WASHINGTON DC 20036 PC GENERAL SUPPORT 50000 AMERICAN HEART ASSOCIATION 5000 WESTOWN PARKWAY WEST DES MOINES IA 50266 PC GENERAL SUPPORT 5000 AMERICAN RED CROSS - IOWA REGION 2116 GRAND AVENUE DES MOINES IA 50312 PC GENERAL SUPPORT 50000 ARIZONA LAND & WATER TRUST 3127 CHERRY AVE TUCSON AZ 85719 PC GENERAL SUPPORT 15000 BALLET DES MOINES 121 S 11TH STREET 100 WEST DES MOINES IA 50265 PC GENERAL SUPPORT 35000 BERNIE LORENZ RECOVERY INC 3451 EASTON BLVD DES MOINES IA 50317 PC GENERAL SUPPORT 10000 BIG BROTHERS BIG SISTERS OF CENTRAL IOWA 9051 SWANSON BLVD CLIVE IA 50325 PC GENERAL SUPPORT 50000 BOY SCOUTS OF AMERICA 6123 SCOUT TRAIL DES MOINES IA 50321 PC GENERAL SUPPORT 25000 BRAVO GREATER DES MOINES INC 1011 LOCUST STREET STE 309 DES MOINES IA 50309 PC 2018 GALA DONATION 10000 CAMP FIRE HEART OF IOWA 5615 HICKMAN ROAD DES MOINES IA 50310 PC GENERAL SUPPORT 30000 CENTER FOR EQUAL OPPORTUNITY 7700 LEESBURG PIKE 231 FALLS CHURCH VA 22043 PC GENERAL SUPPORT 40000 CENTER FOR IMMIGRATION STUDIES 1629 K STREET NW SUITE 600 WASHINGTON DC 20006 PC GENERAL SUPPORT 100000 CENTRAL COLLEGE 812 UNIVERSITY PELLA IA 50219 PC GENERAL SUPPORT 50000 CHILDREN & FAMILIES OF IOWA 1111 UNIVERSITY DES MOINES IA 50314 PC GENERAL SUPPORT 30000 CHILDSERVE 5406 MERLE HAY RD PO BOX 707 JOHNSTON IA 50131 PC GENERAL SUPPORT 5000 CIVIC MUSIC ASSOCIATION 900 KEOSAUQUA WAY SUITE 109 DES MOINES IA 50309 PC GENERAL SUPPORT 25000 CLEARVIEW RECOVERY 501 NORTH SHERMAN PRAIRIE CITY IA 50228 PC GENERAL SUPPORT 20000 DES MOINES AREA COMMUNITY COLLEGE 2006 S ANKENY BLVD ANKENY IA 50023 SO I GENERAL SUPPORT 50000 DES MOINES ART CENTER 4700 GRAND AVE DES MOINES IA 50312 PC GENERAL SUPPORT 30000 DES MOINES METRO OPERA INC 106 WEST BOSTON AVENUE INDIANOLA IA 50125 PC GENERAL SUPPORT 40000 DES MOINES PASTORIAL COUNSELING CENTER 8553 URBANDALE AVE URBANDALE IA 50322 PC GENERAL SUPPORT 25000 DES MOINES PERFORMING ARTS 221 WALNUT STREET DES MOINES IA 50309 PC GENERAL SUPPORT 17500 DES MOINES SYMPHONY ASSOCIATION 1011 LOCUST STREET 200 DES MOINES IA 50309 PC GENERAL SUPPORT 50000 DESERT BOTANICAL GARDENS 1201 N GALVIN PARKWAY PHOENIZ AZ 85008 PC GENERAL SUPPORT 20000 DUCKS UNLIMITED ONE WATERFOWL WAY MEMPHIS TN 38120 PC GENERAL SUPPORT 10000 ETHICS AND PUBLIC POLICY CENTER INC 1730 M STREET NW 910 WASHINGTON DC 20036 PC GENERAL SUPPORT 35000 FIRE 170 S INDEPENDENCE MALL W 510 PHILADELPHIA PA 19106 PC GENERAL SUPPORT 25000 FIRST LUTHERAN CHURCH 1525 THREE CROSS ROAD MILFORD IA 51351 PC ORGAN RESTORATION PROJECT 36900 FOOD BANK OF IOWA PO BOX 1517 DES MOINES IA 50305 PC GENERAL SUPPORT 25000 FREE TO CHOOSE NETWORK 2002 FILMORE AVENUE ERIE PA 16506 PC GENERAL SUPPORT 150000 FREE TO CHOOSE NETWORK 2002 FILMORE AVENUE ERIE PA 16506 PC CAPITAL EQUIPMENT PURCHASES 21439 GILDER LEHRMAN INSTITUTE 49 W 45TH STREET 2ND FLOOR NEW YORK NY 10036 PC 6 IOWA EDUCATORS TO GLI SEMINAR 23000 GREATER DES MOINES BOTANICAL GARDEN 909 ROBERT D RAY DR DES MOINES IA 50309 PC GENERAL SUPPORT 40000 GROUT MUSEUM DISTRICT 503 SOUTH STREET WATERLOO IA 50701 PC GENERAL SUPPORT 40000 HEARING HEALTH FOUNDATION 363 SEVENTH AVENUE 10TH FLOOR NEW YORK NY 100013904 PC GENERAL SUPPORT 35000 THE HOOVER INSTITUTION 434 GALVEZ MALL STANFORD CA 94305 PC RENEWING INDIGENOUS ECONOMIES 210000 HUDSON INSTITUTE 1015 15TH STREET WASHINGTON DC 20005 PC GENERAL SUPPORT 25000 INSTITUTE FOR JUSTICE 901 N GLEBE ROAD SUITE 900 ARLINGTON VA 22203 PC GENERAL SUPPORT 25000 INTERNATIONAL DARK SKY ASSOCIATION 3223 NORTH FIRST AVE TUSON AZ 85719 PC GENERAL SUPPORT 20000 IOWA 4H FOUNDATION 1259 STANGE ROAD AMES IA 50011 PC GENERAL SUPPORT 10000 IOWA ARBORETUM 1875 PEACH STREET MADRID IA 50156 PC GENERAL SUPPORT 15000 IOWA BARN FOUNDATION PO BOX 436 NEVADA IA 50201 PC GENERAL SUPPORT 50000 IOWA HISTORICAL FOUNDATION 600 E LOCUST STREET DES MOINES IA 50319 PC GENERAL SUPPORT 25000 IOWA LEGAL AID 1111 9TH ST STE 230 DES MOINES IA 50314 PC GENERAL SUPPORT 25000 IOWA LUTHERAN HOSPITAL 1415 WOODLAND AVE E-200 DES MOINES IA 50309 PC GENERAL SUPPORT 1000 IOWA METHODIST MEDICAL CENTER 1415 WOODLAND AVENUE SUITE E-200 DES MOINES IA 50309 PC ICU UNIT SOCIAL WORKER FUND 50000 IOWA METHODIST MEDICAL CENTER 1415 WOODLAND AVENUE SUITE E-200 DES MOINES IA 50309 PC ICU UNIT SOCIAL WORKER FUND 5000 IOWA YOUTH CHORUS 6301 UNIVERSITY AVENUE SUITE 208 WINDSOR HEIGHTS IA 50324 PC GENERAL SUPPORT 30000 JASPER COUNTY CONCERT ASSOCIATION PO BOX 1252 NEWTON IA 50208 PC GENERAL SUPPORT 500 JUST FACTS INC 184 COLUMBIA TPKE STE 281 FLORHAM PARK NJ 07932 PC GENERAL SUPPORT 20000 LIVING HISTORY FARMS 2600 111TH STREET URBANDALE IA 50322 PC GENERAL SUPPORT 25000 MANHATTAN INSTITUTE FOR POLICY RESEARCH 52 VANDERBILT AVE 3RD FLOOR NEW YORK NY 10017 PC GENERAL SUPPORT 75000 MIRACLE FLIGHTS FOR KIDS 6396 MCLEOD DR LAS VEGAS NV 89120 PC GENERAL SUPPORT 10000 MOSAIC 11141 AURORA AVE BLDG 3 URBANDALE IA 50322 PC GENERAL SUPPORT 20000 NATIONAL ASSOCIATION OF SCHOLARS 8 W 38TH ST SUITE 503 NEW YORK NY 10018 PC GENERAL SUPPORT 60000 NEWTON COMMUNITY THEATER 1701 S 8TH AVE E NEWTON IA 50208 PC GENERAL SUPPORT 1000 NEWTON COMMUNITY CENTER PO BOX 1166 NEWTON IA 50208 SO I GENERAL SUPPORT 30000 ORCHARD PLACE 2116 GRAND AVENUE DES MOINES IA 50312 PC GENERAL SUPPORT 60000 PROGRESS INDUSTRIES 202 N 3RD AVE W NEWTON IA 50208 PC GENERAL SUPPORT 5000 PROPERTY AND ENVIRONMENTAL RESEARCH CENTER 2048 ANALYSIS DRIVE SUITE A BOZEMAN MT 59718 PC GENERAL SUPPORT 50000 PROVIDENCE ST MEL SCHOOL 119 S CENTRAL PARK BLVD CHICAGO IL 60624 PC GENERAL SUPPORT 45000 SAVE THE REDWOOD LEAGUE 111 SUTTER STREET 11TH FLOOR SAN FRANCISCO CA 94104 PC RED HILL LAND ACQUISITION 3342691 SCIENCE CENTER OF IOWA 401 W MARTIN LUTHER KING JR PARKWAY DES MOINES IA 50208 PC GENERAL SUPPORT 30000 SKIFF HOSPICE OF JASPER COUNTY 204 N 4TH AVE E NEWTON IA 50208 PC GENERAL SUPPORT 30000 SKIFF MEDICAL CENTER FOUNDATION 204 N 4TH AVE E NEWTON IA 50208 PC GE CENTRICITY SYSTEM FOR OBSTETRICS DEPT. 35000 STONE AGE INSTITUTE PO BOX 5097 BLOOMINGTON IN 474075097 PC GENERAL SUPPORT 100000 THE NATURE CONSERVANCY IN IOWA 505 5TH AVE 930 DES MOINES IA 50309 PC LAND ACQUISITION 30098 THE NATURE CONSERVANCY IN IOWA 505 5TH AVE 930 DES MOINES IA 50309 PC GENERAL SUPPORT 100000 THE NATURE CONSERVANCY IN IOWA 505 5TH AVE 930 DES MOINES IA 50309 PC HOLIDAY LAND ACQUISITION 1301718 THE NATURE CONSERVANCY IN IOWA 505 5TH AVE 930 DES MOINES IA 50309 PC DIRECTORS INNOVATION FUND 30897 THE NEW CRITERION 1200 PLEASANT STREET DES MOINES IA 50309 PC GENERAL SUPPORT 85000 UCP WHEELS FOR HUMANITY 9509 VASSAR AVE STE A CHATSWORTH CA 91311 PC TO PAY MISSED 2016 AGREEMENT - MADE JUNE 2015 25000 UNITED WAY - JASPER COUNTY 312 1ST AVE WEST NEWTON IA 50208 PC GENERAL SUPPORT 20000 VISITING NURSE & HOSPICE CARE 509 E MONTECITO ST STE 200 SANTA BARBARA CA 93103 PC GENERAL SUPPORT 20000 VOX PRESS INC PO BOX 2954 OXFORD MS 38655 PC 12 WEEK PRE-COLLEGE WORKSHOPS 4600 WESLEY RETIREMENT SERVICES 5508 NW 88TH ST JOHNSTON IA 50131 PC GENERAL SUPPORT 30000 7326343 0 14 1050182 18 3805193 IRS REFUND 01 51561 0 4906936 0 4906936 1 NA 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 23200 17400 5800 BERKSHIRE HATHAWAY INC-CL B 17,899.00 SHARES 1939155 3654618 BBH CORE SELECT CL N 280,817.01 SHARES 6271170 3608499 SEQUOIA FUND 23,984.54 SHARES 8884376 3170757 VANGUARD TOTL STK MKT IND-SG 578,155.42 SHARES 23183762 35897670 LONG LEAF PARTNERS 241,915.05 SHARES 6660981 5346323 UNREALIZED GAINS 4738422 0 LEGAL FEES 2968 2226 742 PART OF LOT 5, MADSEN S/D 111353 111353 102400 UNREALIZED LOSS ON INVESTMENTS 7346780 NEWTON PROPERTY EXPENSES 10396 10396 0 INSURANCE 525 263 262 BANK FEES 218 109 109 POSTAGE AND SHIPPING 116 58 58 OFFICE SUPPLIES 261 131 130 TRAVEL 3035 1518 1517 IRS REFUND 51561 51561 INVESTMENT FEES 151643 151643 0 INVESTMENT PROPERTY TAXES 4032 4032 0