BOOKEY FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BOOKEY FAMILY FOUNDATION (EIN 20-3828796)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-01-15
- IRS object ID
- 202620159349100307
- Schema version
- 2024v5.5
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-15T11:16:35-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | 2024-07-01 | 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 | 2026-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHY FAIRCHILD | PreparerPersonNm |
| PTIN | P00222608 | PTIN |
| Phone | 5155586600 | PhoneNum |
| Preparation | 2026-01-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $9,370,360 | 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 | $5,754,837 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $132,097 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $132,097 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,430,370 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,665,924 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,430,370 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,317,304 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,562,467 | 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 | $3,420 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,987 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,994 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,993 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,315 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,196 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,081 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,115 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,918 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,495 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,108 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,064,549 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,064,549 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,142,467 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,495 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,099,657 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,174,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,521,972 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $328,898 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $598,621 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $598,621 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,466,522 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,225,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,095,971 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $680,650 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,404,757 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,675,768 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,476,070 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,228,470 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,370,360 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $80,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $80,000 | 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 | $3,396,070 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,228,470 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,396,070 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,228,470 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,476,070 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,228,470 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,396,070 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,174,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $80,000 | OtherIncreasesAmt |
| Subtotal | $9,650,907 | SubtotalAmt |
| Other Decreases | $2,422,437 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,228,470 | 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 | $6,665,924 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,235,554 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,430,370 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,430,370 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,430,370 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,155 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,155 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,155 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,281 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,281 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $11,125 | OverpaymentAmt |
| Applied To ES Tax | $11,125 | 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 | $7,313,412 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $544,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,858,105 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,858,105 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $117,872 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,740,233 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $387,012 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $387,012 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,155 | TotalTaxAmt |
| Distributable Before Adj | $365,857 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $365,857 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $365,857 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,099,657 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,099,657 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $365,857 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $372,477 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $300,024 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,045,441 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $668,030 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,385,972 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,099,657 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $365,857 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $733,800 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,119,772 | 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 | $372,477 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,747,295 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $300,024 | ExcessFromYear3Amt |
| Excess From Year2 | $1,045,441 | ExcessFromYear2Amt |
| Excess From Year1 | $668,030 | ExcessFromYear1Amt |
| Excess From Current Year | $733,800 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 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 | $10,000 |
| ANIMAL RESCUE LEAGUE | |||||||
| 5452 NE 22ND ST | DES MOINES | IA | 50313 | NONE | PUBLIC | TO SUPPORT THE WELLBEING OF ANIMALS | $1,000 |
| BEAVERDALE NEIGHBORHOOD ASSOCIATION | |||||||
| PO BOX 30175 | DES MOINES | IA | 50310 | NONE | PUBLIC | GENERAL SUPPORT | $250 |
| BRAVO GREATER DES MOINES | |||||||
| 801 GRAND AVE STE 250 | DES MOINES | IA | 50309 | NONE | PUBLIC | PASSPORT TO CULTURE | $25,772 |
| BY DEGREES FOUNDATION | |||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 50311 | NONE | PUBLIC | SUPPORT A SCHOLAR | $1,000 |
| CENTER FOR GENDER & REFUGEE STUDIES | |||||||
| 200 MCALLISTER ST | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC | TO SUPPORT ACADEMIA RELATED TO GENER STUDIES | $125,000 |
| CIVIC MUSIC ASSOCIATION | |||||||
| 900 KEO WAY UNIT 113 | DES MOINES | IA | 50309 | NONE | PUBLIC | GENERAL SUPPORT | $6,000 |
| CREATIVE VISIONS | |||||||
| 1343 13TH ST | DES MOINES | IA | 50314 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| DC CENTRAL KITCHEN | |||||||
| PO BOX 417406 | BOSTON | MA | 022417406 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| DC COLLEGE ACCESS PROGRAM | |||||||
| 1425 K ST NW | WASHINGTON | DC | 20005 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 |
| DES MOINES ART CENTER | |||||||
| 4700 GRAND AVE | DES MOINES | IA | 50312 | NONE | PUBLIC | GENERAL SUPPORT | $52,797 |
| DES MOINES COMMUNITY PLAYHOUSE | |||||||
| 831 42ND ST | DES MOINES | IA | 50312 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 |
| DES MOINES GAY MEN'S CHORUS | |||||||
| PO BOX 12269 | DES MOINES | IA | 50312 | NONE | PUBLIC | GENERAL SUPPORT | $250 |
| DES MOINES METRO OPERA | |||||||
| 106 W BOSTON AVE | INDIANOLA | IA | 50125 | NONE | PUBLIC | GENERAL SUPPORT | $234,999 |
| DES MOINES PUBLIC LIBRARY FOUNDATION | |||||||
| 1000 GRAND AVE | DES MOINES | IA | 50309 | NONE | PUBLIC | AUTHORS VISITING DES MOINES | $5,000 |
| DES MOINES SYMPHONY | |||||||
| 1011 LOCUST ST STE 200 | DES MOINES | IA | 50309 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| 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 | $20,000 |
| EDLAVITCH DCJCC | |||||||
| 1529 16TH ST NW | WASHINGTON | DC | 20336 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 |
| EVERYLIBRARY INSTITUTE NFP | |||||||
| 6433 FAIRFIELD AVE | BERWYN | IL | 60402 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 |
| FOOD BANK OF IOWA | |||||||
| 2220 E 17TH ST | DES MOINES | IA | 50316 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 |
| FRIENDS OF DES MOINES PARKS | |||||||
| 1551 E MLK JR PKWY | DES MOINES | IA | 50317 | NONE | PUBLIC | GENERAL SUPPORT | $26,000 |
| FRIENDSHIP PLACE | |||||||
| 4713 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 |
| GREATER DES MOINES BOTANICAL GARDEN | |||||||
| 909 ROBERT D RAY DR | DES MOINES | IA | 503092897 | NONE | PUBLIC | GENERAL SUPPORT | $500 |
| GREATER DES MOINES PUBLIC ART FOUNDATION | |||||||
| 1915 GRAND AVE | DES MOINES | IA | 50309 | NONE | PUBLIC | GENERAL SUPPORT | $52,015 |
| HAMMER MUSEUM | |||||||
| 108 MAIN ST | HAINES | AK | 99827 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| HOPE MINISTRIES | |||||||
| 500 E ARMY POST RD | DES MOINES | IA | 50315 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 |
| HOYT SHERMAN PLACE FOUNDATION | |||||||
| 1501 WOODLAND AVE | DES MOINES | IA | 50314 | NONE | PUBLIC | GENERAL SUPPORT/100 YEAR CELEBRATION | $3,000 |
| HUMANITY FUNDS | |||||||
| 8011 TALBOT ROAD | EDMONDS | WA | 98026 | NONE | PUBLIC | DONATION FOR UKRAINE FUND | $5,000 |
| INSTITUTE FOR JUSTICE AND OPPORTUNITY | |||||||
| 524 WEST 59TH ST STE 609B | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| INTERNATIONAL CRISIS GROUP | |||||||
| 1629 K STREET NW 1000 | WASHINGTON | DC | 200061677 | NONE | PUBLIC | GENERAL SUPPORT | $75,000 |
| IOWA LEGAL AID | |||||||
| 666 WALNUT ST FLOOR 25 | DES MOINES | IA | 50309 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| IOWA PUBLIC RADIO | |||||||
| 2111 GRAND AVE | DES MOINES | IA | 50312 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 |
| IOWA STAGE THEATER | |||||||
| PO BOX 13466 | DES MOINES | IA | 50310 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| ISISERETTES DRILL AND DRUM CORP | |||||||
| 1432 21ST ST | DES MOINES | IA | 50311 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| 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 | $15,720 |
| MADRE | |||||||
| 121 WEST 27TH ST NO 301 | NEW YORK | NY | 10001 | NONE | PUBLIC | TO SUPPORT WOMEN'S RIGHTS GLOBALLY | $30,451 |
| MARGARET'S VILLAGE | |||||||
| 7320 S YALE AVE | CHICAGO | IL | 60621 | NONE | PUBLIC | HOUSING FOR HOMELESS WOMEN AND FAMILIES | $25,000 |
| MIND AND SPIRIT COUNSELING CENTER | |||||||
| 8553 URBANDALE AVE | URBANDALE | IA | 50322 | NONE | PUBLIC | WOMEN HELPING WOMEN | $2,500 |
| MOSAIC THEATER COMPANY | |||||||
| 133 H STREET NE | WASHINGTON | DC | 20002 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 |
| MUJERES UNIDAS Y ACTIVAS | |||||||
| 3543 18TH ST BOX 23 | SAN FRANCISCO | CA | 944101600 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| NATIONAL BUILDING MUSEUM | |||||||
| 401 F STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 |
| OAKRIDGE NEIGHBORHOOD SERVICES | |||||||
| 1401 CENTER ST | DES MOINES | IA | 50309 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 4557 | DES MOINES | IA | 50305 | NONE | PUBLIC | HEALTH SERVICES | $20,000 |
| POLK COUNTY HOUSING TRUST FUND | |||||||
| 505 5TH AVE 1000 | DES MOINES | IA | 50309 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 |
| PYRAMID THEATRE COMPANY | |||||||
| 202 4TH ST 210 | DES MOINES | IA | 50309 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 |
| ROOSEVELT HIGH SCHOOL FOUNDATION | |||||||
| PO BOX 12087 | DES MOINES | IA | 50312 | NONE | PUBLIC | TO SUPPORT EDUCATION IN THE DES MOINES AREA | $1,000 |
| SAKALA INTERNATIONAL | |||||||
| PO BOX 490 | CAMDEN | ME | 04843 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| SO OTHERS MAY EAT (SOME INC) | |||||||
| 71 O ST NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| THE HARKIN INSTITUTE | |||||||
| 2800 UNIVERSITY AVE | DES MOINES | IA | 50311 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 |
| TIFERETH ISRAEL SYNAGOGUE | |||||||
| 924 POLK BLVD | DES MOINES | IA | 50312 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| UC LAW SAN FRANCISCO | |||||||
| 200 MCALLISTER STREET | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC | HAITI JUSTICE PARTNERSHIP | $10,461 |
| UNIVERSITY OF IOWA FOUNDATION | |||||||
| WEST PARK RD | IOWA CITY | IA | 52244 | NONE | PUBLIC | LESTER BOOKEY SCHOLARSHIP FUND | $2,500 |
| URBAN DREAMS | |||||||
| 601 FOREST AVE | DES MOINES | IA | 50314 | NONE | PUBLIC | GENERAL SUPPORT | $5,500 |
| WE NEED DIVERSE BOOKS | |||||||
| 10319 WESTLAKE DRIVE 104 | BETHESDA | MD | 20817 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 |
| WILLIAM G STOWE MEMORIAL FOUNDATION | |||||||
| 3012 FOX RUN | DES MOINES | IA | 50321 | NONE | PUBLIC | GENERAL SUPPORT | $33,334 |
| WISCONSIN ALUMNI ASSOCIATION | |||||||
| 650 NORTH LAKE ST | MADISON | WI | 537061476 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 |
| YOUNG WOMEN'S RESOURCE CENTER | |||||||
| 818 5TH AVE | DES MOINES | IA | 50309 | NONE | PUBLIC | TO SUPPORT LOCAL YOUNG WOMEN | $11,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,064,549 | 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 | $132,097 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,430,370 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,562,467 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,562,467 | 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 | $5,754,837 | 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 | $5,749,837 | FairMarketValueAmt |
| Received | 2024-07-01 | 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 | $3,420 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $30,604 | $34,711 |
| ALPHABET INC - CLASS C | $29,650 | $26,608 |
| ALPHABET INC - CLASS A | $26,017 | $57,275 |
| AMAZON.COM | $32,305 | $61,649 |
| AMN ELECTRIC POWER | $110,015 | $114,136 |
| APPLE INC | $66,076 | $70,578 |
| ARES MANAGEMENT | $88,638 | $102,881 |
| ARGENX SE | $17,616 | $16,537 |
| ARM HOLDINGS PLC | $89,839 | $118,394 |
| ASTRAZENICA PLC SPND ADR | $44,085 | $41,020 |
| BLACKROCK INC | $11,487 | $16,788 |
| BLACKSTONE INC | $31,152 | $50,408 |
| BLUE OWL CAP INC | $25,470 | $38,996 |
| BOEING COMPANY | $29,688 | $31,220 |
| BROADCOM INC | $139,024 | $427,257 |
| CADENCE DESIGN SYS INC | $62,717 | $70,258 |
| COCA COLA COM | $52,149 | $63,675 |
| COSTCO WHOLESALE CRP DEL | $98,823 | $123,742 |
| CROWDSTRIKE HOLDINGS INC | $40,705 | $65,192 |
| DANAHER CORP DEL | $88,671 | $82,769 |
| EATON CORP PLC | $87,701 | $107,811 |
| EDWARDS LIFESCIENCES CRP | $68,227 | $74,456 |
| ELI LILLY & CO | $88,142 | $148,111 |
| EMERSON ELEC CO | $39,608 | $45,866 |
| EQUINIX INC | $72,432 | $75,570 |
| GENERAC HOLDINGS INC | $28,445 | $28,642 |
| GOLDMAN SACHS GROUP INC | $34,470 | $53,081 |
| HOME DEPOT INC | $136,885 | $142,990 |
| INTUITIVE SURGICAL INC | $138,068 | $295,615 |
| JPMORGAN CHASE & CO | $91,956 | $112,195 |
| KKR & CO INC | $63,554 | $88,066 |
| LAM RESH CORP | $119,687 | $148,736 |
| LOWE'S COMPANIES INC | $74,886 | $77,654 |
| LVMH MOET HENNESSY | $73,690 | $52,005 |
| MARVELL TECH INC | $267,872 | $339,167 |
| MCDONALDS CORP | $37,194 | $36,521 |
| META PLATFORMS INC | $72,993 | $138,761 |
| MICROSOFT CORP | $71,006 | $126,840 |
| NIKE INC CL B | $105,112 | $80,346 |
| NVIDIA CORP | $105,474 | $441,740 |
| PALO ALTO NETWORKS INC | $48,549 | $76,535 |
| PARKER HANNIFIN CORP | $59,641 | $74,038 |
| PROGRESSIVE CRP OHIO | $98,594 | $106,744 |
| PUBLIC STORAGE | $96,517 | $92,134 |
| SALESFORCE INC | $76,650 | $104,986 |
| STARBUCKS CORP | $49,351 | $50,396 |
| STRYKER CORP | $57,143 | $59,740 |
| SYNOPSYS INC | $63,364 | $65,623 |
| ULTRAGENYX | $15,866 | $14,544 |
| UNITED RENTALS INC | $199,212 | $339,030 |
| VERTEX PHARACEUTICA | $124,700 | $155,820 |
| VERTIV HLDG CO | $108,262 | $275,654 |
| VISTRA CORP | $89,073 | $133,535 |
| WALMART | $62,177 | $114,403 |
| WELLS FARGO & CO | $105,282 | $120,500 |
| WYNN RESORTS LTD | $78,578 | $84,022 |
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 | $136,800 |
| INVESCO WTR RESOURCES | AT COST | $115,900 | $139,820 |
| ISHARES MSCI SOUTH KOREA | AT COST | $40,623 | $43,068 |
| ISHARES IBOXX | AT COST | $436,334 | $446,442 |
| ISHARES CORE US | AT COST | $342,075 | $341,744 |
| ISHARES US INSURANCE | AT COST | $95,027 | $147,906 |
| ISHARES 0-5 YEAR TIPS | AT COST | $87,083 | $87,473 |
| REAL ESTATE SELECT | AT COST | $302,730 | $379,946 |
| SECTOR SPDR UTILITIES | AT COST | $140,247 | $163,320 |
| SPDR S P BIOTECH | AT COST | $46,320 | $39,889 |
| VANGUARD SMALL CAP | AT COST | $87,629 | $94,318 |
| VANGUARD MSCI EUROPEAN | AT COST | $88,243 | $101,603 |
| VANGUARD FTSE EMERGING | AT COST | $210,461 | $242,700 |
| VANGUARD EMERGING MARKETS | AT COST | $303,110 | $310,739 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $2,422,437 | 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 | $14,230 | $7,115 | $7,115 |
| INSURANCE EXPENSE | $1,966 | $1,966 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REMOVE CAPITAL CAMPAIGN PLEDGE | Desc |
| Amt | $80,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $55,987 | Amt |
| Net Investment Income | $27,994 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,993 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $423 | $0 | $0 |
| FEDERAL TAX PAYMENTS | $1,892 | $0 | $0 |
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