2024-04-09T12:14:58-07:00 2022-10-31 472428451 SHULL SCHRUM MCCLAFLIN & CO INC 1111 N Jefferson Indianola IA 50125 990PF 2021-11-01 421494825 KARL SCHOOLER SCHOLARSHIP TRUST FUND KARL 5157780968 1235 SW 3RD ST ANKENY IA 50023 R DALE SIKES Trustee 2024-04-09 true R DALE SIKES 999009999 AARON FRAZIER P02459403 5159612571 2 AAL1 IAL1 FAL1 2021 2023-04-26 12:10:37Z X 867686 X X 55955 55955 55955 13400 88312 13400 69355 69355 55955 1300 1300 500 500 10569 10569 158 158 234 10 224 12761 0 10737 2024 5000 5000 17761 0 10737 7024 51594 69355 45218 51 33017 33017 42 42 877783 910398 834627 14029 891863 943457 867686 0 X 891863 943457 891863 943457 891863 943457 891863 51594 943457 943457 EDWARD JONES P 2022-01-01 2022-03-22 4069 4172 -103 -103 EDWARD JONES P 2021-01-01 2022-03-22 84243 70740 13503 13503 13400 -103 964 964 964 X 41 1005 0 false false false false false false false true true true false false false false true N/A R DALE SIKES 5157780968 1235 SW 3RD ST ANKENY IA 50023 false false false false false false false false false true 2018 2019 2020 true false false false false false false false false false false false false WILLIAM SCHOOLER PO BOX K CARLISLE IA 50047 Trustee 1.00 650 LANDEN SCHOOLER 6028 CENTER ST CARLISLE IA 50047 Trustee 1.00 0 NONE NONE SCHOLARSHIPS TO TWO STUDENTS FOR EDUCATIONAL PURPOSES 5000 934789 24444 0 959233 0 959233 14388 944845 47242 47242 964 964 46278 46278 46278 7024 7024 46278 48280 2018 2019 25582 7024 7024 0 25582 25582 41256 46278 W R SCHOOLER SR P O BOX K CARLISLE IA 50047 5159884335 AN APPLICATION FORM IS AVAILABLE UPON REQUEST. NONE MUST BE A RESIDENT OF WARREN COUNTY. AWARDS ARE BASED UPON FINANCIAL NEED. PAIGE M KAIN 1300 HARDIN DR CARLISLE IA 50047 NONE EDUCATION 2500 LINCOLN B SULLIVAN 455 HIGHLAND DR CARLISLE IA 50047 NONE EDUCATION 2500 5000 14 55955 18 13400 69355 69355 false false false false false false false false false false ARTISAN INTL SMALL/MID INCOME FUND 8510 7258 BRIDGE BUILDER CORE BOND FUND 198111 159389 BRIDGEBUILDER CORE PLUS BOND FUND 245546 201143 BRIDGEBUILDER INTL EQUITY FUND 106687 94521 BRIDGEBUILDER LARGE GROWTH FUND 83184 88950 BRIDGEBUILDER LARGE VALUE FUND 96437 121714 BRIDGEBUILDER SM/MID GROWTH FUND 26082 22727 BRIDGEBUILDER SM/MID VALUE FUND 28865 35572 MAINSTAY MACKAY HIGH YIELD FUND 49287 45105 JPM U S GOVT MONEY MARKET FUND 9276 9276 VANGUARD FTSE 9785 7577 PRINCIPAL MIDCAP R6 28888 24995 DFA INTERNATIONAL 19740 16400 LEGAL FEES 500 0 0 500 COURT COSTS 10 10 OFFICE EXPENSES 224 224 INVESTMENT ADVISORY FEES 10569 0 10569 0 FOREIGN TAXES WITHHELD 158 158