2024-01-15T12:49:29-05:00 2023-08-31 420728423 CARNEY ALEXANDER MAROLD & CO LLP PO BOX 1290 WATERLOO IA 507041290 990PF 2022-09-01 421264476 THE LEIGHTY FOUNDATION LEIG 9075861426 PO BOX 20993 JUNEAU AK 99802 NANCY WATERMAN DIR/SCY/TRS/MNG DIR 7196849739 2024-01-15 true NANCY WATERMAN XXX-XX-XXXX true DAVID J ROGERS P00303215 3192333318 2024-01-15 X 2022 2023-04-26 12:10:37Z X 6050391 X X 34165 34165 110881 110881 112516 1073785 112516 257562 257562 3480 3480 189611 1896 187715 3566 96 48162 963 47199 2142 42 2100 246961 2997 240494 354650 354650 601611 2997 595144 -344049 254565 61432 80281 80281 349796 349796 594591 4332760 4028792 5202736 175154 116224 172783 6200 6200 338 338 4919480 4575431 6050391 0 X 4919480 4575431 4919480 4575431 4919480 4575431 4919480 -344049 4575431 4575431 75 SHS META PLATFORMS INC P 2019-04-03 2022-11-23 8427 13027 -4600 -4600 400 SHS INTEL CORP P 2000-04-19 2023-02-23 10264 24537 -14273 -14273 3464.326 SHS NORTHERN ULTRA SHORT FI P 2021-11-16 2023-08-11 35024 35613 -589 -589 115 SHS META PLATFORMS INC P 2020-03-20 2022-11-23 12922 17386 -4464 -4464 190 SHS INTEL CORP P 2020-04-14 2023-02-23 4876 10921 -6045 -6045 3407.984 SHS NORTHERN ULTRA SHORT FI P 2021-11-24 2023-08-11 34455 35000 -545 -545 125 SHS ACCENTURE LTD P 2006-10-20 2022-11-23 36915 3966 32949 32949 200 SHS INTEL CORP P 2004-02-24 2023-02-23 5132 5844 -712 -712 2154.643 SHS VANGUARD SHORT-TERM INV P 2021-02-23 2023-08-11 21503 23701 -2198 -2198 25000 SHS US TREASURY 2% P 2022-06-22 2022-11-30 25000 25000 140 SHS PAYPAL HOLDINGS INC P 2014-10-27 2023-02-23 10514 4260 6254 6254 580.582 SHS VANGUARD SHORT-TERM INVE P 2021-04-23 2023-08-11 5794 6363 -569 -569 2094.856 SHS NORTHERN ULTRA SHORT FI P 2021-08-27 2022-12-07 20886 21619 -733 -733 50000 SHS UST 2.625% P 2022-03-02 2023-02-28 50000 50000 2274.795 SHS VANGUARD SHORT-TERM INV P 2021-05-26 2023-08-11 22702 25000 -2298 -2298 1859.886 SHS NORTHERN ULTRA SHORT FI P 2021-09-29 2022-12-07 18543 19194 -651 -651 50000 SHS BERKSHIRE HATHAWAY 2.75% P 2019-01-14 2023-03-15 50000 50000 50000 SHS US TREASURY P 2022-03-11 2023-08-31 50000 49921 79 79 1060.303 SHS NORTHERN ULTRA SHORT FI P 2021-11-16 2022-12-07 10571 10900 -329 -329 140 SHS GENERAL DYNAMICS P 2020-03-20 2023-03-16 31230 16468 14762 14762 50000 SHS US TREASURY NOTE 0.125% P 2022-03-02 2022-12-21 49922 49922 25000 SHS FHLB 5.25% P 2022-12-15 2023-03-30 25000 25024 -24 -24 1901.648 SHS METROPOLITAN WEST TOTAL P 2015-02-20 2023-01-04 17381 20766 -3385 -3385 4985.045 SHS VANGUARD SHORT-TERM GRA P 2021-02-23 2023-06-05 50000 54836 -4836 -4836 2299.908 SHS METROPOLITAN WEST TOTAL P 2015-05-19 2023-01-04 21021 25000 -3979 -3979 3708.145 SHS PARNASSUS MID CAP FUND P 2020-05-08 2023-06-15 130045 113061 16984 16984 179.079 SHS METROPOLITAN WEST TOTAL P 2016-01-13 2023-01-04 1637 1914 -277 -277 25 SHS DEERE & COMPANY P 2014-08-22 2023-07-20 10977 2120 8857 8857 5005.005 SHS NORTHERN ULTRA SHORT FI P 2021-11-16 2023-01-04 50000 51451 -1451 -1451 75 SHS JOHNSON & JOHNSON P 2010-01-04 2023-07-20 12605 4865 7740 7740 50000 SHS UST NOTE 1.75% P 2022-03-09 2023-01-31 50000 50000 175 SHS MONDELEZ INTL INC P 2015-10-08 2023-07-20 12922 7837 5085 5085 4975.124 SHS NORTHERN ULTRA SHORT FI P 2021-11-16 2023-02-08 50000 51144 -1144 -1144 75 SHS PEPSICO INC P 1990-04-27 2023-07-20 14210 750 13460 13460 35 SHS DEERE & COMPANY P 2014-08-22 2023-02-23 14857 2968 11889 11889 4950.495 SHS NORTHERN ULTRA SHORT FI P 2021-11-16 2023-07-21 50000 50891 -891 -891 112516 -24 3538 3538 3538 5200 5200 1662 1662 false false false false false false false true true IA AK CO true false false false false true WWW.LEIGHTYFOUNDATION.ORG COMMUNITY BANK & TRUST C/O TRUST DEPARTMENT 3192912000 PO BOX 1288 WATERLOO IA 50704 false false false false false false false false false false false false false false false false false false false false JANE JUSTIS PO BOX 20993 JUNEAU AK 99802 DIR/PRES/PRG 30.00 0 0 0 WILLIAM LEIGHTY PO BOX 20993 JUNEAU AK 99802 DIR/VP/PRG D 30.00 0 0 0 ROBERT JUSTIS PO BOX 20993 JUNEAU AK 99802 DIRECTOR/VP 3.00 0 0 0 NANCY WATERMAN PO BOX 20993 JUNEAU AK 99802 DIR/SCY/TRS/ 10.00 0 0 0 HEIDI REIFENSTEIN PO BOX 20993 JUNEAU AK 99802 DIRECTOR 3.00 0 0 0 WAYNE LEIGHTY PO BOX 20993 JUNEAU AK 99802 DIRECTOR 3.00 0 0 0 LISA M JUSTIS PO BOX 20993 JUNEAU AK 99802 DIRECTOR 3.00 0 0 0 NONE ADISA LLC PO BOX 371 BUCKEYSTOWN MD 21717 CONSULTING 87097 STRATEGY ACTION CONSULTING LLC PO BOX 36655 TUCSON AZ 85740 CONSULTING 75243 EARTH PROTECTION THE FOUNDATION CONDUCTS AND SPONSORS RESEARCH WITH A FOCUS ON CO2 EMISSION-FREE ENERGY SOURCES AND INFRASTRUCTURE SYSTEMS. THE FOUNDATION PARTICIPATES IN, PRESENTS AT, AND HAS PAPERS PUBLISHED IN, THE PROCEEDINGS OF REGIONAL, NATIONAL AND INTERNATIONAL ENERGY CONFERENCES, GENERALLY ON THE TOPIC OF ALTERNATIVES TO ELECTRICITY FOR TRANSMISSION, STORAGE, AND INTEGRATION OF RENEWABLES- SOURCE ENERGY, BOTH CENTRALIZED AND DISTRIBUTED, AND OFTEN STRANDED. THIS INCLUDES COMPLETE ENERGY SYSTEMS BASED ON HYDROGEN AND ANHYDROUS AMMONIA AS ENERGY CARRIERS, STORAGE MEDIA, AND CARBON-FREE FUELS. THE PAPERS, POSTERS, AND POWERPOINT PRESENTATIONS ARE AVAILABLE TO THE PUBLIC AT THE WEBSITE. SEE WEBSITE: WWW.LEIGHTYFOUNDATION.ORG THIS PROGRAM IS MANAGED BY WILLIAM C. LEIGHTY. 17626 PHILANTHROPY AND STRATEGIC VOLUNTEER ENGAGEMENT IN PROMOTION OF PHILANTHROPY, THE FOUNDATION EMPLOYS A STRATEGY WHICH INCLUDES LEADERSHIP AND INVOLVEMENT IN ORGANIZATIONS AND MOVEMENTS AT THE LOCAL, REGIONAL AND NATIONAL LEVELS. THE PRIMARY FOCUS IS ON WOMEN'S AND FAMILY PHILANTHROPY. NATIONALLY, OUR WORK INCLUDES SUPPORT AND LEADERSHIP OF ORGANIZATIONS SUCH AS: EXPONENT PHILANTHROPY, WOMEN'S PHILANTHROPY INSTITUTE/INDIANA UNIVERSITY LILLY FAMILY SCHOOL OF PHILANTHROPY, NATIONAL CENTER FOR FAMILY PHILANTHROPY, PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT (PACE), AND GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS (GEO). THE FOUNDATION WORKS NATIONALLY TO ENSURE STRATEGIC VOLUNTEER ENGAGEMENT WILL BE A STANDARD PRINCIPLE AND BEST PRACTICE IN THE SOCIAL SECTOR AND INCREASE FUNDING TO EMPOWER NONPROFIT ORGANIZATIONS TO EXPAND THEIR IMPACT AND MAXIMIZE MISSION FULFILLMENT THROUGH STRATEGIC DEPLOYMENT OF VOLUNTEER ENERGY. FOUNDATION WORK IN SUPPORT OF STRATEGIC VOLUNTEER ENGAGEMENT INCLUDES SUPPORTING 181205 N/A 5430267 121781 595619 6147667 6147667 92215 6055452 302773 302773 3538 3538 299235 299235 299235 595144 595144 299235 54586 63985 153057 271628 595144 299235 295909 567537 0 54586 512951 63985 153057 295909 X SEE ATTACHED DETAIL SEE ATTACHED DETAIL SEE ATTACHED DETAIL AK 99802 SCHEDULED SCHEDULED SCHEDULED 354650 354650 14 34165 14 110881 18 112516 257562 257562 false false false false false false false false false false INDIRECT ACCOUNTING FEES 3480 3480 WEBSITE REDESIGN 2017-06-26 6200 6200 3.0000 CBT - CORPORATE BONDS 116224 172783 CBT - CORPORATE STOCK 4028792 5202736 349796 594591 6200 6200 PURCHASED INTEREST 338 338 EXPENSES OFFICE SUPPLIES 1955 39 1916 POSTAGE 69 1 68 WEBSITE 118 2 116 INVESTMENT MANAGEMENT SERVICES - 19691 197 19494 CONSULTING 169920 1699 168221 ESTIMATES 3470 FOREIGN TAXES 96 96