2026-03-13T16:38:24-04:00 2025-04-30 421394940 ANDERSON LOWER WHITLOW PC 1805 STATE ST STE 201 BETTENDORF IA 52722 990PF 2024-05-01 421186589 ROY J CARVER CHARITABLE TRUST ROYJ 5632634010 202 IOWA AVENUE MUSCATINE IA 52761 TROY K ROSS CEO 5632634010 2026-03-10 true true MATTHEW F BRUMFIELD P03045452 5633594757 2026-03-11 2024 2025-03-06 01:10:19Z X 364548636 X X 41931 41931 10872148 10872148 16921666 74534172 13265357 -2483340 604630 25352405 24784066 658983 291951 367033 886244 79403 806841 259529 37839 221690 12132 2426 9706 59059 11812 47247 1535156 1483100 52056 10869 506808 323176 124944 24989 5297 1059 4238 1613 1613 162797 849446 150082 4212562 3116070 1660506 17360889 16538963 21573451 3116070 18199469 3778954 21667996 3939 53947 53947 3585593 3392203 3392203 10030802 9828487 9964212 78817358 85073426 108957475 11351721 12202518 12354309 20717056 22185111 22441902 108031307 104634532 203276645 5521594 1912717 3725423 3608877 3608878 433939 499065 499065 236697138 241478166 364548636 95273 96421 20518931 21340857 1612000 1791000 22226204 23228278 X 214470934 218249888 214470934 218249888 236697138 241478166 214470934 3778954 218249888 218249888 PUBLIC SECURITIES P 66178337 53200304 12978033 12978033 K1 ACADIAN INTERNATIONAL P 2344923 2344923 2344923 K1 ADAMS STREET P 1742898 1742898 1742898 K1 EMERGING WORLD INV LP (LAZARD) P 3800497 -3800497 -3800497 13265357 13265357 301185 301185 301185 241347 132500 373847 X 2129 70533 70533 false false false false false true true false true true IA true false false false false true CARVERTRUST.ORG DR TROY ROSS 5632634010 202 IOWA AVENUE MUSCATINE IA 527613733 false false false false true false false false false false true false false false false false false false false false false false false ROY J CARVER JR 202 IOWA AVENUE MUSCATINE IA 52761 CHAIRMAN 000.00 33000 0 0 J LARRY GRIFFITH 202 IOWA AVENUE MUSCATINE IA 52761 VICE CHAIRMA 000.00 7975 0 0 TROY K ROSS 25189 235TH ST CONESVILLE IA 52739 CEO 40.00 473028 61584 2360 D SCOTT INGSTAD 202 IOWA AVENUE MUSCATINE IA 52761 TRUSTEE 000.00 28600 0 0 DAVID M UTLEY 202 IOWA AVENUE MUSCATINE IA 52761 SECRETARY 000.00 0 0 0 ANDREW B CARVER 202 IOWA AVENUE MUSCATINE IA 52761 TRUSTEE 000.00 31075 0 0 BRIAN W HUMMEL 202 IOWA AVENUE MUSCATINE IA 52761 TRUSTEE 000.00 28105 0 0 BRADLEY W ROETH 202 IOWA AVENUE MUSCATINE IA 52761 TRUSTEE 000.00 28600 0 0 ROY J CARVER III 202 IOWA AVENUE MUSCATINE IA 52761 TRUSTEE 000.00 28600 0 0 JOHN A CARVER 202 IOWA AVENUE MUSCATINE IA 52761 TRUSTEE 000.00 0 0 0 LYNNE M SASMAZER 1771 HIGHWAY 6 WEST LIBERTY IA 52776 PROGRAM DIRE 40.00 242665 58992 ERIN L VAN HOOK 202 IOWA AVENUE MUSCATINE IA 52761 EXEC ASST & 40.00 162556 33014 VICTORIA L NEWMAN 202 IOWA AVENUE MUSCATINE IA 52761 PROGRAM OFFI 40.00 130000 19824 MICHAEL MOLUMBY 202 IOWA AVENUE MUSCATINE IA 52761 PROGRAM OFFI 40.00 122268 25473 214 2 DANA INVESTMENT ADVISORS ONE LIBERTY PLAZA STE312 NEW YORK NY 10006 ASSET MANAGE 463775 ACADIAN ASSET MANAGEMENT 1 POST OFFICE SQUARE BOSTON MA 02109 ASSET MANAGE 295276 LSV ASSET MANAGEMENT 155 N WACKER DRIVE STE 4600 CHICAGO IL 60606 ASSET MANAGE 221069 BARROW HANLEY GLOBAL INVESTORS 2200 ROASS AVENUE 31ST FLOOR DALLAS TX 75201 ASSET MANAGE 120569 COHEN & STEERS 1166 AVENUE OF THE AMERICAS 30TH FL NEW YORK NY 10036 ASSET MANAGE 119192 N/A 372123689 1476801 1151932 374752422 374752422 5621286 369131136 18456557 18456557 301185 301185 18155372 220494 18375866 18375866 18199469 7012 18206481 18375866 760725 376110 1136835 18206481 18206481 169385 169385 967450 0 967450 591340 376110 ROY J CARVER TRUST 202 IOWA AVENUE MUSCATINE IA 527613733 5632364010 SUBMIT A WRITTEN OR ELECTRONIC LETTER OF INQUIRY BEFORE SUBMISSION OF A FORMAL REQUEST. INCLUDE THE FOLLOWING INFORMATION: 1. A BRIEF BACKGROUND ON YOUR ORGANIZATION, INCLUDING A HISTORY OF ITS EXISTENCE, THE SIZE OF STAFF AND BOARD AND THE TYPE OF SERVICE PROVIDED. 2. A DESCRIPTION OF THE PROJECT, WHAT IT IS DESIGNED TO ACHIEVE AND HOW THIS WILL BE ACCOMPLISHED. 3. A PROPOSED BUDGET FOR THE TOTAL COST OF THE PROJECT AND THE AMOUNT YOU INTEND TO REQUEST FROM THE TRUST. 4. A STATEMENT DESCRIBING WHY PARTICIPATION OF THE CARVER TRUST IS VITAL TO THE SUCESS OF THE PROJECT. INDICATE PAST HISTORY WITH THE TRUST. NONE RECIPIENT MUST QUALIFY AS AN EXEMPT CHARITABLE, EDUCATIONAL, OR SCIENTIFIC ORGANIZATION UNDER SECTION 501 (C)(3) OF THE U.S. INTERNAL REVENUE CODE. 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