2024-06-18T13:16:01-05:00 2023-11-30 200436277 BOWMAN & MILLER PC 24 E MAIN ST MARSHALLTOWN IA 50158 990PF 2022-12-01 426526655 PHYLLIS PERRY HULTON EDUCATIONAL TRUST PHYL 6416910434 PO BOX 1635 MARSHALLTOWN IA 50158 NAN BENSON TRUSTEE 6417526570 2024-06-18 1 NAN BENSON XXX-XX-XXXX 0 ELIZABETH A MILLER P00147679 6417539337 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 3108912 X X 42 42 142327 142327 27419 318071 27419 2275 2275 172063 172063 0 0 0 1560 0 0 3391 0 0 428 0 0 5379 0 0 130075 130075 135454 0 130075 36609 172063 9209 17039 17039 85389 85633 85633 787874 0 0 1378214 2194623 3006240 2260686 2297295 3108912 0 0 X 1410686 1447295 850000 850000 2260686 2297295 2260686 2297295 2260686 36609 0 2297295 0 2297295 2400 SHARES PFIZER 1993-10-19 2023-06-21 95609 14243 81366 81366 3150 SHARES AT&T 2010-05-03 2023-06-21 50318 63446 -13128 -13128 1790 SHARES VERIZON COMMUNICATION 2015-06-08 2023-06-21 64895 86024 -21129 -21129 1995 SHARES PIMCO BROAD US TIPS INDEX ETF 2010-06-24 2023-06-21 107247 126939 -19692 -19692 ROUNDING 2 2 2 27419 2392 0 2392 0 2392 2160 0 0 0 2160 13 245 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A NAN BENSON 6414852731 2325 JESSUP AVENUE STATE CENTER IA 50247 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 H VICTOR HELLBERG 204 N 18TH STREET MARSHALLTOWN IA 50158 TRUSTEE 0.00 0 0 0 NAN BENSON 2325 JESSUP AVENUE STATE CENTER IA 50247 TRUSTEE 0.00 0 0 0 KIEL STEVENSON 701 KESTER RD MARSHALLTOWN IA 50158 TRUSTEE 0.00 0 0 0 CATHY UNDERHILL 605 WILLOW LANE LEGRAND IA 50142 TRUSTEE 0.00 0 0 0 ANN HEYING 610 WESTWOOD DR MARSHALLTOWN IA 50158 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 SCHOLARSHIP GRANTS - A MINIMUM OF 40 AWARDS GIVEN EACH YEAR. 0 0 1112309 0 0 1112309 0 0 1112309 16685 1095624 54781 54781 2392 2392 52389 0 52389 0 52389 130075 0 130075 52389 0 0 33757 80786 82597 197140 130075 0 0 0 52389 77686 0 0 274826 0 0 0 0 0 0 0 274826 33757 80786 82597 77686 X PHYLLIS PERRY HULTON TRUST ATTN NAN PO BOX 1635 MARSHALLTOWN IA 50158 6414852371 NAME & SS # OF APPLICANT, HIGHSCHOOL GRADUATED FROM, COLLEGE OR TECH SCHOOL YOU PLAN TO ATTEND, HIGHSCHOOL TRANSCRIPTS AND FINANCIAL PLANS. APRIL 1ST OF SCHOOL YEAR COMMENCING IN SEPTEMBER. APPLICATIONS AVAILABLE IN JANUARY. NONE ALLEN EMMA PO 812 1212 230TH ST STATE CENTER IA 50247 NONE I EDUCATIONAL 1025 ALVAREZ ZAMORA YESSENIA 1304 W LINN ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 ANDERSON CARTER 1335 N LONGHORN GARWIN IA 50632 NONE I EDUCATIONAL 1025 BANDSTRA FAITH 2785 270TH ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 BETHKE BRYLAN 1322 GREENFIELD DRIVE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 DEGELAU JASMINE 2690 290TH STREET MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 EIGENBERGER JOSHUA 407 3RD AVE SW STATE CENTER IA 50247 NONE I EDUCATIONAL 1025 FINDERS ASHTEN 3313 LILY LANE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 GOULDING RYAN 402 E MAIN ST LE GRAND IA 50142 NONE I EDUCATIONAL 1025 HART LANE 3097 260TH ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 HAUSER EMELIA 2421 FAIRMAN AVE STATE CENTER IA 50247 NONE I EDUCATIONAL 1025 HENZE ELLA 1128 255TH ST STATE CENTER IA 50247 NONE I EDUCATIONAL 1025 HERNANDEZ-MORALES MELISSA 500 WOODBURY ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 HINCHAK OLHA 104 LINCOLN VALLEY DR STATE CENTER IA 50247 NONE I EDUCATIONAL 1025 JABLONSKI GAVIN 1737 COUNTRY CLUB LN MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 JACOBS RACHEL 2460B REED AVE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 KALINAY MARY 1940 235TH ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 KARSJEN MADELINE 1536 239TH ST STATE CENTER IA 50247 NONE I EDUCATIONAL 1025 KETCHAM DEREK 1632 OAKS AVE ALBION IA 50005 NONE I EDUCATIONAL 1025 KIRKE ZANE 2429 EVERGREEN AVE STATE CENTER IA 50247 NONE I EDUCATIONAL 1025 MAAS ADDIE 105 OWEN ST MELBOURNE IA 50162 NONE I EDUCATIONAL 1025 MADDOX TRISTAN 1130 330TH ST MONTOUR IA 50173 NONE I EDUCATIONAL 1025 MADDOX TRITON 1130 330TH ST MONTOUR IA 50173 NONE I EDUCATIONAL 1025 MCKEEVER ALEXA 1810 EDGEBROOK DR MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 MEYER ELLA 306 LINCOLN VALLEY DR STATE CENTER IA 50247 NONE I EDUCATIONAL 1025 MONTEALEGRE DENISE 913 PRAIRIE LN MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 MUSTAINE TAYLOR 401 1ST AVE S STATE CENTER IA 50247 NONE I EDUCATIONAL 1025 NASON EMMA 304 1ST AVE N ST STATE CENTER IA 50247 NONE I EDUCATIONAL 1025 NASON EVAN 304 1ST AVE N ST STATE CENTER IA 50247 NONE I EDUCATIONAL 1025 PAR BAWI 1014 S 11TH AVE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 PETERSON PAITYN 3157 DAVIDSON AVE RHODES IA 50234 NONE I EDUCATIONAL 1025 PFANTZ KEATON 406 4TH AVE NE PO BOX 506 STATE CENTER IA 50247 NONE I EDUCATIONAL 1025 PORTER JACKSON 1539 250TH STATE CENTER IA 50247 NONE I EDUCATIONAL 1025 RANDALL CIERRA 15 CLARK ST MELBOURNE IA 50162 NONE I EDUCATIONAL 1025 RANDALL KIERSTEN 15 CLARK ST MELBOURNE IA 50162 NONE I EDUCATIONAL 1025 ROHMILLER RYAN 104 LINCOLN VALLEY DR STATE CENTER IA 50247 NONE I EDUCATIONAL 1025 ROSS ETHAN 307 N PEARL ST ZEARING IA 50278 NONE I EDUCATIONAL 1025 RUIZ AUDEL 1611 E NEVADA ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 RUNNER DELANEY 10787 E 116TH ST N GILMAN IA 50106 NONE I EDUCATIONAL 1025 SCHULER MAKAYLA 2039 DURHAM AVE STATE CENTER IA 50247 NONE I EDUCATIONAL 1025 SHIPLEY KHLOE 2305 BITTERSWEET RD MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 SLIFER PATRICK PATRICK RAYBURN 3305 270TH ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 SMOLDT SOPHIE 207 E COLLEGE LANE LE GRAND IA 50142 NONE I EDUCATIONAL 1025 SOLBERG LAUREN 3130 CANFIELD AVE RHODES IA 50234 NONE I EDUCATIONAL 1025 STEWARD HAVEN 507 S DRURY LANE LE GRAND IA 50142 NONE I EDUCATIONAL 1025 TARBELL MADISON 308 2ND AVE MELBOURNE IA 50162 NONE I EDUCATIONAL 1025 TERRONES JOSEPH 2425 UNDERWOOD AVE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 THOMPSON WESLEY 1708 310TH ST MELBOURNE IA 50162 NONE I EDUCATIONAL 1025 TOMPKINS BAYLEIGH 709 2ND ST NW APT 21 STATE CENTER IA 50247 NONE I EDUCATIONAL 1025 VAWTER LUKE 2551 FAIRMAN AVE PO BOX 161 STATE CENTER IA 50247 NONE I EDUCATIONAL 1025 VESELY ELIZABETH 501 EAST VINE TOLEDO IA 52342 NONE I EDUCATIONAL 1025 WEIDENAAR QUINN 608 FREMONT ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 YOEMANS MEAH 1810 SUMMIT ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 CHRISTENSEN NILE 1401 W OLIVE ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 UHDE CHESNI 2022 EDGEBROOK DR MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1025 ANDERSON SETH 3806 ONTARIO ST AMES IA 50014 NONE I EDUCATIONAL 1100 AUGUSTINE MARGARET 904 RATCLIFFE DR MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 AVALOS ROCHELLE 2003 S 5TH AVE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 BARKER MARCUS 2617 RIDGE RD MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 BATTERSON ADAM 3207 LILY LANE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 BRADLEY SAMANTHA 1106 W BOONE ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 BREJA KATHRYN 1951 HART AVE STATE CENTER IA 50247 NONE I EDUCATIONAL 1100 BUTLER BAYLEE 105 3RD ST NE STATE CENTER IA 50247 NONE I EDUCATIONAL 1100 CAMPBELL CARRIE 315 1ST ST S 310 NEWTON IA 50208 NONE I EDUCATIONAL 1100 CASE AVERY 3310 LILY LANE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 CASE HANNAH 2232 HIGHLAND ACRES RD MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 CURPHY CALLYN 201 N ELM ST GILMAN IA 50106 NONE I EDUCATIONAL 1100 DEE CLARA 1909 IOWA AVENUE WEST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 DICKEY BRANDT 306 2ND AVE SE PO BOX 311 STATE CENTER IA 50247 NONE I EDUCATIONAL 1100 DOBSON ADDISON 505 S JEFFREY LE GRAND IA 50142 NONE I EDUCATIONAL 1100 DRUMMER JAY 507 GREENBRIAR LANE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 DUFF LILLY 1993 235TH ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 DUNCAN ARIANA 306 3RD ST SE STATE CENTER IA 50247 NONE I EDUCATIONAL 1100 EDLER EMMETT 2024 CANFIELD AVE STATE CENTER IA 50247 NONE I EDUCATIONAL 1100 EIRIKSON GABBY 1690 230TH ST STATE CENTER IA 50247 NONE I EDUCATIONAL 1100 FORD RACHEL 310 LINCOLN VALLEY DR STATE CENTER IA 50247 NONE I EDUCATIONAL 1100 FOSTER KINCAID 210 HIGH ST PO BOX 96 GILMAN IA 50106 NONE I EDUCATIONAL 1100 GEIL ZACHARY 1602 W LINCOLN WAY MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 GOULD HANNAH 219 E MAPLE ST RHODES IA 50234 NONE I EDUCATIONAL 1100 HALVERSON PAYTON 2417 FAIRMAN AVE STATE CENTER IA 50247 NONE I EDUCATIONAL 1100 HERRERA MARCO 1105 STEVES CT MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 HULL ELLIE 102 WEST CLINTON ST PO BOX 298 LE GRAND IA 50142 NONE I EDUCATIONAL 1100 JONES TAYLOR 905 RATCLIFFE DRIVE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 JORDAN ALYSSA PO BOX 449 LE GRAND IA 50142 NONE I EDUCATIONAL 1100 JORGENSON CORINNE 1201 W 19TH ST CEDAR FALLS IA 50613 NONE I EDUCATIONAL 550 JORGENSON REYNA 1201 W 19TH ST CEDAR FALLS IA 50613 NONE I EDUCATIONAL 1100 JOVANOVICHHANNAH 201 HAWK RIDGE DR APT 2106 IOWA CITY IA 52246 NONE I EDUCATIONAL 550 KEIGAN CALEB 503 6TH ST SE STATE CENTER IA 50247 NONE I EDUCATIONAL 1100 KING JORDAN 309 FANTON DRIVE GILMAN IA 50106 NONE I EDUCATIONAL 1100 KLINE CAEL 502 3RD AVE SW STATE CENTER IA 50247 NONE I EDUCATIONAL 1100 KNUTSON MEADOW 1112 W OLIVE ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 KUHLERS EMMA 2509 KNOLLWAY DRIVE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 LANDER ADYSEN 1821 KNAPP AVE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 LINSENMEYER CASEY 2608 250TH ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 550 MARTIN ABIGAIL 306 THUNDERBIRD DR MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 MUSTAINE GRACE 401 1ST AVE S STATE CENTER IA 50247 NONE I EDUCATIONAL 1100 NEVAREZ ANABEL 505 NORTH 15TH AVE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 NICHOLSON LORAN 304 3RD AVE HAVERHILL IA 50120 NONE I EDUCATIONAL 1100 OETKER HAYDEN 1518 GREENFIELD DR MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 ORDAZ ANDREA 1611 S 12TH AVE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 PALMER JADYN 104 COLLEGE VIEW LN MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 PFANTZ CAEL 406 4TH AVE NE PO BOX 506 STATE CENTER IA 50247 NONE I EDUCATIONAL 1100 PIERCE SARAH 403 LINCOLN VALLEY DR STATE CENTER IA 50247 NONE I EDUCATIONAL 1100 POLLEY KALYN 2490 HART AVE MELBOURNE IA 50162 NONE I EDUCATIONAL 1100 RANDALL AVERY 803 KNOX STREET MELBOURNE IA 50162 NONE I EDUCATIONAL 1100 SANACHE DELCIE 602 S WEBSTER ST LE GRAND IA 50142 NONE I EDUCATIONAL 1100 SANTANA JOLCEY 306 SUMMIT STREET MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 SEBERGER AARON 2621 RIDGE RD MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 SIEGERT KYAH 220 COLLEGE DRIVE MELBOURNE IA 50162 NONE I EDUCATIONAL 1100 SNIDER KARLYN 3149 CANFIELD AVE RHODES IA 50234 NONE I EDUCATIONAL 1100 SNYDER SAMANTHA 2001 WESTWOOD DR MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 SOGGE CLAYTON 1734 235TH ST STATE CENTER IA 50247 NONE I EDUCATIONAL 1100 STANLEY EMMA 216 COLLEGE DR MELBOURNE IA 50162 NONE I EDUCATIONAL 1100 STONE OLIVIA 308 HARRISON DRIVE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 550 STONE REBEKAH 308 HARRISON DRIVE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 TEJADA JADE 201 WESTWOOD DR MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 TIERNAN KAITLYN 223 SOUTH DODGE STREET MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 TOLLEFSON GRACE 404 LINCOLN VALLEY DRIVE STATE CENTER IA 50247 NONE I EDUCATIONAL 1100 TOLLEFSON JOSEPH 302 5TH AVE SW PO BOX 55 STATE CENTER IA 50247 NONE I EDUCATIONAL 1100 WALKER MOLLY 2714 FAIRMAN AVE STATE CENTER IA 50247 NONE I EDUCATIONAL 1100 WENGERT GRETA 2129 BINFORD AVE STATE CENTER IA 50247 NONE I EDUCATIONAL 1100 WHEATER KENNEDY 302 EAST DAWN ST PO BOX 187 LE GRAND IA 50142 NONE I EDUCATIONAL 1100 WIEGAND ASHLY 522 N 3RD ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 WITTKOP TAYLOR 2622 S 8TH ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1100 130075 0 14 42 14 142327 03 2275 03 40547 -13128 0 185191 -13128 172063 4 TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO LOCAL AREA STUDENTS. 8 TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO LOCAL AREA STUDENTS. 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 1560 0 0 THE ORGANIZATION IS ELECTING TO APPLY CURRECT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEARS. SAGEPOINT AT COST 2194623 3006240 OFFICE EXPENSE 428 0 0 SCHOLARSHIP REFUND 2275 2275 2275 PRIVATE FOUNDATION TAX EXPENSE 2437 0 0 FOREIGN TAX 954 0 0