2024-04-11T18:41:18-05:00 2023-11-30 420714325 RSM US LLP 400 LOCUST STREET SUITE 640 DES MOINES IA 503092354 990PF 2022-12-01 421293625 THOMAS & LINDA KOEHN FOUNDATION THOM 5153235109 3131 FLEUR DR UNIT 706 DES MOINES IA 503211741 THOMAS KOEHN PRESIDENT 5153235109 2024-04-03 1 THOMAS KOEHN XXX-XX-XXXX 0 KATHY FAIRCHILD P00222608 5155586600 2024-03-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 108847340 X 23769024 1496827 1496827 0 25265851 1496827 0 0 0 2535 1268 1267 150 75 75 17646 0 0 20331 1343 1342 2399631 2399631 2419962 1343 2400973 22845889 1495484 1333078 1399093 1399093 34059294 45011107 105430308 0 717914 2017939 35392372 47128114 108847340 0 0 X 0 0 0 0 35392372 47128114 35392372 47128114 35392372 47128114 35392372 22845889 966301 59204562 12076448 47128114 20787 0 20787 0 20787 17836 0 0 0 17836 130 3081 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 N/A THOMAS KOEHN 5152841911 3131 FLEUR DRIVE UNIT 706 DES MOINES IA 50321 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS KOEHN 3131 FLEUR DRIVE UNIT 706 DES MOINES IA 503211741 PRESIDENT 0.50 0 0 0 LINDA KOEHN 3131 FLEUR DRIVE UNIT 706 DES MOINES IA 503211741 SECRETARY 0.50 0 0 0 NONE 0 NONE 0 SUPPORT OF NAPLES BOTANICAL GARDENS (65-0511429), AND ITS ADDITION OF THE EVENSTAD HORTICULTURE CAMPUS. 2017939 2017939 91647340 1517899 0 93165239 0 0 93165239 1397479 91767760 4588388 4588388 20787 20787 4567601 0 4567601 0 4567601 2400973 2017939 4418912 4567601 3715675 0 0 4418912 3715675 0 0 703237 0 0 0 0 0 0 0 0 3864364 0 0 0 THOMAS KOEHN LINDA KOEHN X CONSERVANCY OF SOUTHWEST FLORIDA 4820 BAYSHORE DRIVE NAPLES FL 34112 NONE PC GENERAL OPERATING FUND 25000 DES MOINES ART CENTER CO COMMUNITY FOUNDATION OF GREATER DES MOINES 4700 GRAND AVENUE DES MOINES IA 50312 NONE PC GENERAL OPERATING FUND 20000 DES MOINES COMMUNITY PLAYHOUSE 831 42ND ST DES MOINES IA 50312 NONE PC GENERAL OPERATING FUND 100000 DES MOINES METRO OPERA FOUNDATION 106 WEST BOSTON AVE INDIANOLA IA 50125 NONE PC GENERAL OPERATING FUND 50000 DES MOINES SYMPHONY ASSOCIATION FOUNDATION 221 WALNUT ST DES MOINES IA 50309 NONE PC GENERAL OPERATING FUND 249101 DES MOINES SYMPHONY ASSOCIATION 1011 LOCUST ST STE 200 DES MOINES IA 50309 NONE PC GENERAL OPERATING FUND 10000 DES MOINES YMCA 501 GRAND AVENUE DES MOINES IA 50309 NONE PC GENERAL OPERATING FUND 5000 EVERGLADES FOUNDATION 18001 OLD CUTLER ROAD SUITE 625 PALMETTO BAY FL 33157 NONE PC GENERAL OPERATING FUND 25000 FRIENDS OF DES MOINES PARKS 1551 SE MARTIN LUTHER KING PKWY DES MOINES IA 50317 NONE PC SUPPORT FOR MCCREA PARK 200000 GREATER DES MOINES BOTANICAL GARDENS 909 ROBERT D RAY DRIVE DES MOINES IA 50316 NONE PC CAPITAL CAMPAIGN 2500 HEALTH NETWORK FOUNDATION 33 RIVER ST 3 CHAGRIN FALLS OH 44022 NONE PC GENERAL OPERATING FUND 1000 HOYT SHERMAN PLACE FOUNDATION 1501 WOODLAND AVE DES MOINES IA 50309 NONE PC GENERAL OPERATING FUND 10000 IOWA GREAT LAKES ASSOCIATION FOUNDATION 512 1/2 E GRAND AVENUE DES MOINES IA 50309 NONE PC GENERAL OPERATING FUND 10000 IOWA PUBLIC RADIO 2111 GRAND AVENUE DES MOINES IA 50312 NONE PC GENERAL OPERATING FUND 250000 MIND & SPIRIT COUNSELING CENTER 8553 URBANDALE AVENUE URBANDALE IA 50322 NONE PC GENERAL OPERATING FUND 5000 NAPLES CHILDREN & EDUCATION FOUNDATION 6200 SHIRLEY STREET NAPLES FL 34109 NONE PC GENERAL OPERATING FUND 20000 SALISBURY HOUSE FOUNDATION 4025 TONAWANDA DR DES MOINES IA 50312 NONE PC GENERAL OPERATING FUND 2500 UNITED WAY 1111 9TH STSUITE 100 DES MOINES IA 50314 NONE PC GENERAL OPERATING FUND 100000 VARIETY CHILDRENS CHARITY OF IOWA 505 5TH AVE STE 310 DES MOINES IA 50309 NONE PC GENERAL OPERATING FUND 30000 WESLEY LIFE MEALS ON WHEELS 5508 NW 88TH STREET JOHNSTON IA 50131 NONE PC GENERAL OPERATING FUND 250000 WHITNEY MUSEUM 99 GANSEVOORT STREET NEW YORK NY 10014 NONE PC GENERAL OPERATING FUND 15000 WORLD FOOD PRIZE 100 LOCUST ST DES MOINES IA 50309 NONE PC GENERAL OPERATING FUND 25000 YOUTH AND SHELTER SERVICES 420 KELLOGG AVE AMES IA 50010 NONE PC GENERAL OPERATING FUND 186000 YOUTH AND SHELTER SERVICES 420 KELLOGG AVE AMES IA 50010 NONE PC GENERAL OPERATING FUND 808530 2399631 0 14 1496827 0 1496827 0 1496827 0 0 0 0 0 0 0 0 0 0 X X 1 LINDA KOEHN 3131 FLEUR DRIVE UNIT 706 DES MOINES IA 50321 11702768 X 2 THE WALDINGER CORPORATION 6200 SCOUT TRAIL DES MOINES IA 50321 1169436 X 3 THOMAS KOEHN 3131 FLEUR DRIVE UNIT 706 DES MOINES IA 50321 10896820 X 1 PUBLICLY TRADED SECURITIES 4699177 2022-12-21 1 PUBLICLY TRADED SECURITIES 7003591 2023-08-10 2 PUBLICLY TRADED SECURITIES 939003 2022-12-20 2 PUBLICLY TRADED SECURITIES 230433 2023-03-13 3 PUBLICLY TRADED SECURITIES 4905398 2022-12-21 3 PUBLICLY TRADED SECURITIES 5991422 2023-08-10 TAX RETURN PREPARATION 2535 1268 1267 NONCASH CONTRIBUTIONS FORM 990PF, PART I LINE 25 PART I LINE CONTRIBUTIONS IN COL (A) AND COL (D) INCLUDE THE FOLLOWING NONCASH CONTRIBUTIONS.DES MOINES SYMPHONY FOUNDATION617 SHARES VANGUARD S&P 500 ETFBOOK VALUE - $91,331FMV - $249,101DATE OF CONTRIBUTION - 8/22/2023YOUTH AND SHELTER SERVICES11,051 SHARES PRINCIPAL FINANCIAL GROUPBOOK VALUE - $0FMV - $808,530DATE OF CONTRIBUTION - 4/6/2023 VANGUARD TOTAL STOCK FUND AT COST 27940411 55176653 VANGUARD EXTENDED MARKET FUND AT COST 4269482 11367286 VANGUARD INT'L EXP FUND AT COST 2445239 2722027 ML - VG TTL STK MKT ETF AT COST 3910101 20030798 VANGUARD 500 INDEX FUND AT COST 3023099 5846292 VANGUARD 500 INDEX FUND ETF FUND AT COST 2376901 6734549 VANGUARD FTSE ALL WORLD AT COST 1045874 3552703 PROGRAM RELATED INVESTMENT-NAPLES BOTANICAL GARDEN 0 717914 2017939 UNREALIZED GAIN ON CONTRIBUTED ASSETS 12076448 UNREALIZED GAIN ON GRANTS/MKT SECURITIES 966301 MERRILL LYNCH FEES 150 75 75 EXCISE TAX ESTIMATES 17646 0 0