2024-10-29T14:56:47-05:00 2023-12-31 420714325 RSM US LLP 400 LOCUST ST SUITE 640 DES MOINES IA 503092354 990PF 2023-01-01 463734956 DEB & BOB PULVER FOUNDATION DEB& 5156696081 1310 TULIP TREE LN WEST DES MOINES IA 502666674 SHERRY WILKINSON SEC/TREASURER/DIRECTOR 5156696081 2024-10-21 1 0 KATHY FAIRCHILD P00222608 5155586600 2024-10-21 2023 2024-10-15 13:58:12Z X 19406552 X 17592998 294487 294487 -208672 1268392 0 53123 54662 17731936 349149 0 0 0 5000 2500 2500 56909 56909 0 15660 660 0 71721 46335 25 149290 106404 2525 522709 522709 671999 106404 525234 17059937 242745 30649 153979 153979 28289 499353 523764 148218 2910865 2977098 1062250 14765146 15751711 1269406 18329343 19406552 0 0 X 0 0 0 0 1269406 18329343 1269406 18329343 1269406 18329343 1269406 17059937 0 18329343 0 18329343 PUBLICLY TRADED SECURITIES 1268392 1486608 -218216 -218216 PE PREMIER CARLYLE DIS OP IV OFFSHORE FEEDER K-1 P 8685 8685 PE PREMIER CARLYLE DIS OP IV OFFSHORE FEEDER K-1 P 617 617 CEMOF II AIV THREE LP K-1 P 242 242 -208672 3374 0 3374 0 3374 2706 0 3500 0 6206 0 2832 2832 0 0 0 0 0 0 0 0 0 1 1 0 1 1 IA 1 0 0 0 0 1 N/A SHERRY A WILKINSON 5156696081 5058 GRAND RIDGE DRIVE WEST DES MOINES IA 50265 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DEBRA L PULVER 1310 TULIP TREE LANE WEST DES MOINES IA 50266 PRESIDENT/DIRECTOR 1.00 0 0 0 SHERRY WILKINSON 1310 TULIP TREE LANE WEST DES MOINES IA 50266 SEC/TREAS/DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 5937649 2822340 800059 9560048 0 0 9560048 143401 9416647 470832 470832 3374 3374 467458 0 467458 0 467458 525234 0 525234 467458 0 0 2434 735475 554903 247074 424107 1963993 525234 0 0 0 467458 57776 0 0 2021769 0 0 0 0 0 0 2434 2019335 735475 554903 247074 424107 57776 DEBRA L PULVER X ABOVE & BEYOND CANCER 1915 GRAND AVENUE DES MOINES IA 50309 NONE PC GENERAL OPERATING BUDGET 1000 ARIZONA DRESSAGE ASSOCIATION 43134 W COUNTRY GABLES DRIVE GLENDALE AZ 85306 NONE PC GENERAL OPERATING BUDGET 1250 ARIZONA HUMANE SOCIETY 1521 W DOBBINS ROAD PHOENIX AZ 85041 NONE PC GENERAL OPERATING BUDGET 8500 ARIZONA MUSICFEST PO BOX 25455 SCOTTSDALE AZ 85255 NONE PC GENERAL OPERATING BUDGET 1000 ARIZONA SCIENCE CENTER 600 E WASHINGTON ST PHOENIX AZ 85004 NONE PC GENERAL OPERATING BUDGET 500 BOYS & GIRLS CLUB OF CENTRAL IOWA 1421 WALKER STREET DES MOINES IA 50316 NONE PC GENERAL OPERATING BUDGET 10000 CENTRAL ARIZONA EQUESTRIAN EDUCATION 41655 N KENWORTHY RD SAN TAN VALLEY AZ 85140 NONE PC GENERAL OPERATING BUDGET 2000 CHILDREN AND FAMILY URBAN MINISTRIES PO BOX 41125 DES MOINES IA 50311 NONE PC GENERAL OPERATING BUDGET 1000 CYSTIC FIBROSIS FOUNDATION - IOWA CHAPT 1501 42ND STREET SUITE 230 WEST DES MOINES IA 50266 NONE PC GENERAL OPERATING BUDGET 1000 GENESIS YOUTH FOUNDATION 2500 UNIVERSITY AVE DES MOINES IA 50311 NONE PC GENERAL OPERATING BUDGET 2500 GREAT OUTDOORS FOUNDATION 501 SW 7TH ST STE G DES MOINES IA 50309 NONE PC GENERAL OPERATING BUDGET 25000 HIGHLANDS CHURCH 9050 E PINNACLE PEAK ROAD SCOTTSDALE AZ 85255 NONE PC GENERAL OPERATING BUDGET 10000 IOWA STATE UNIVERSITY FOUNDATION 2505 UNIVERSITY BLVD AMES IA 50010 NONE PC GENERAL OPERATING BUDGET 107409 LITSHOP 614 HAVEN ST ST LOUIS MO 63111 NONE PC GENERAL OPERATING BUDGET 250 LUTHERAN CHURCH OF HOPE 925 JORDAN CREEK PARKWAY WEST DES MOINES IA 50266 NONE PC GENERAL OPERATING BUDGET 10000 MANHATTAN COLLEGE 4513 MANHATTAN COLLEGE PKWY RIVERDALE NY 10471 NONE PC GENERAL OPERATING BUDGET 200000 MERCYONE DES MOINES FOUNDATION 411 LAUREL SUITE 2250 DES MOINES IA 50314 NONE PC GENERAL OPERATING BUDGET 20000 RONALD MCDONALD HOUSE CHARITIES OF CENTRAL IOWA 1441 PLEASANT STREET DES MOINES IA 50314 NONE PC GENERAL OPERATING BUDGET 500 SOUTHERN CALIFORNIA EQUESTRIAN SPORTS (SCES) 1902 ORANGE TRAIL LN SUITE 130 REDLANDS CA 92374 NONE PC GENERAL OPERATING BUDGET 2500 STRANDS OF STRENGTH INC 1310 TULIP TREE LN WEST DES MOINES IA 50266 NONE PC GENERAL OPERATING BUDGET 13800 UNITY POINT HEALTH - DES MOINES FOUNDATION 1415 WOODLAND AVE SUITE E-200 DES MOINES IA 503093203 NONE PC BLANK CHILDREN'S HOSPITAL 1500 UNITY POINT HEALTH - DES MOINES FOUNDATION 1415 WOODLAND AVE SUITE E-200 DES MOINES IA 50309 NONE PC GENERAL OPERATING BUDGET 102000 VARIETY - THE CHILDREN'S CHARITY IN IOWA 505 5TH AVENUE SUITE 310 DES MOINES IA 50309 NONE PC GENERAL OPERATING BUDGET 1000 522709 0 14 294487 14 54662 18 -208672 RENTAL REAL ESTATE LOSS - BH1 PROPERTIES LP K-1 525990 -16856 ORDINARY INCOME - PE PREMIER CARLYLE DISTRESSED OPP IV 18344 SEC 1231 LOSS - PRE PREMIER CARLYLE DISTRESSED OPP IV -3027 -1539 140477 0 138938 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT PULVER ESTATE 1310 TULIP TREE LANE WEST DES MOINES IA 50266 17592998 X X 1 PUBLICLY TRADED SECURITIES 17419832 PROFESSIONAL FEES 5000 2500 2500 BLACKROCK STRATEGIC INCO 1684235 1729261 CARLYLE TACTICAL PRIVATE CR FD CL N 493728 495607 LOOMIS SAYLES INVESTMENT 61455 61393 OAKMARK INTERNATIONAL AD 671447 690837 ARES CAPITAL CORP 499353 523764 3M CO AT COST 14256 14321 ABBOTT LABORATORIES AT COST 11850 12878 ABBVIE INC AT COST 25891 27275 ADVANCED ENERGY IND AT COST 10836 10674 AGILENT TECHNOLOGIES AT COST 11354 13625 AKAMAI TECHNOLOGIES AT COST 5281 5917 ALBANY INTL CO AT COST 8912 9724 ALNYLAM PHARMACEUTL AT COST 27345 27754 ALPHABET INC AT COST 111810 115140 ALTRIA GROUP INC AT COST 12528 11860 AMAZON.COM INC AT COST 113383 130516 ANSYS INC AT COST 7281 8709 AON PLC AT COST 6910 6111 APOLLO DIVERSIFIED RE FD CL I AT COST 721231 706836 APPLIED MATERIALS AT COST 14917 17179 ARCH CAP GROUP LTD AT COST 13407 12997 ARCHROCK INC AT COST 8389 10133 ARES MANAGEMENT CORP AT COST 5047 5827 ARGENX SE AT COST 32593 24728 ARTHUR GALLAGHER & CO AT COST 37931 37555 ASCENDIS PHARMA AT COST 9144 11965 AT & T INC AT COST 13278 15723 AUTODESK INC AT COST 14182 16313 BANK OF AMERICA CORP AT COST 13044 16061 BANK OF NY MELLON CO AT COST 12394 15094 BH1 PROPERTIES LP AT COST 306414 306414 BILL HOLDINGS INC AT COST 20484 14931 BIO-RAD LABS INC AT COST 7697 6458 BLACKROCK INC AT COST 27692 34096 BLOCK INC AT COST 16341 24365 BLUEPRINT MEDICINES CORP AT COST 7976 14943 BOSTON BEER CO INC AT COST 14405 13824 BROADCOM INC AT COST 21056 27906 BROOKFIELD ASSET MANAG F AT COST 6332 57945 BROOKFIELD INFRASTRUCT F AT COST 22459 22509 BROOKFIELD RENEW COR F AT COST 8690 9587 BROWN & BROWN INC AT COST 26804 26382 BROWN FORMAN CORP AT COST 4179 4054 CABOT CORP AT COST 8278 9686 CACTUS INC AT COST 24012 21565 CADENCE DESIGN SYS AT COST 28863 32684 CARLYLE ENERGY MEZZANINE OPP FD II AT COST 3062 3062 CARMAX INC AT COST 20415 21103 CATERPILLAR INC AT COST 33803 37550 CBRE GROUP INC AT COST 16450 19177 CEMOF II AIV THREE LP AT COST 322 322 CEMOF II AIV TWO LP AT COST 96038 96038 CHEVRON CORP AT COST 43063 40273 CHIPOTLE MEXICAN GRL AT COST 63789 77757 CIRRUS LOGIC INC AT COST 6475 6905 CISCO SYSTEMS INC AT COST 35358 32787 CITIGROUP INC AT COST 6847 8693 CITIZENS FINL GROUP INC AT COST 5188 6495 COGNEX CORP AT COST 11280 10602 COMCAST CORP AT COST 19362 19075 CONNECTONE BANCORP AT COST 2521 3093 CONOCOPHILLIPS AT COST 35361 35750 CONSTELLATION BRAND AT COST 41589 40372 COPART INC AT COST 42620 47677 COSTAR GROUP INC AT COST 39773 43608 CROWN CASTLE AT COST 9134 11058 CSX CORP AT COST 17869 20247 DANAHER CORP AT COST 11454 12030 DARLING INGREDIENTS AT COST 9515 8523 DENNYS CORP AT COST 6392 7790 DEXCOM INC AT COST 10593 14022 DIGI INTERNTNL AT COST 5852 5070 DIODES INC AT COST 8089 7971 DOCUSIGN INC AT COST 12631 16468 DOMINOS PIZZA INC AT COST 19019 21024 DOW INC. AT COST 19883 20949 EASTGROUP PROPERTIES AT COST 7482 7892 EASTMAN CHEMICAL CO AT COST 10885 12395 EMERSON ELECTRIC CO AT COST 12179 12458 ENERSYS AT COST 9458 9490 ENOVIS CORP AT COST 1020 1064 ENTEGRIS INC AT COST 4644 5632 EVERGY INC AT COST 11455 11327 EVERQUOTE INC AT COST 3002 5936 EXXON MOBIL CORP AT COST 45175 42292 F B BINL CORP AT COST 6993 9245 FANUC LTD JAPAN AT COST 11940 13021 FASTENAL CO AT COST 12645 14508 FIDELITY NATL FINL AT COST 7601 9745 FIFTH THIRD BANCORP AT COST 13138 18142 FIRSTCASH HLDGS INC AT COST 5381 6178 FORD MOTOR CO AT COST 16614 17200 FORMFACTOR INC AT COST 6274 7508 FOUR CORNERS PROPERTY TR AT COST 4900 5085 FRANKLIN ELECTRIC CO AT COST 9413 9665 GAMING & LEISURE PPT AT COST 7302 7896 GARTNER INC AT COST 17203 22104 GENERAL DYNAMICS AT COST 16337 19216 GILEAD SCIENCES INC AT COST 15925 17012 HACKETT GROUP INC AT COST 6606 6307 HEALTHPEAK PPTYS INC AT COST 7892 8237 HEICO CORP AT COST 37227 40168 HEXCEL CORP AT COST 6684 7006 HILTON WORLDWIDE HLD AT COST 32758 40060 HOME DEPOT AT COST 34384 38467 HORACE MANN EDUCATOR AT COST 3070 3433 HOWARD HUGHES HOLDING CO AT COST 3737 4363 HUBSPOT INC AT COST 22220 25544 HUNTINGTON BANCSHS AT COST 7326 8853 HYATT HOTELS AT COST 7661 9129 IBM CORP AT COST 13675 15701 IDEXX LABS INC AT COST 8427 9991 INSPERITY INC AT COST 5532 6564 INTERCONTINENTAL EXC AT COST 13838 15412 INTUITIVE SURGICAL AT COST 33840 37447 ISHARES CORE S&P 500 AT COST 1593085 1774873 ISHARES RUSSELL 2000 AT COST 301111 334584 ISHARES RUSSELL MID CAP AT COST 829362 910374 ISHARES RUSSELL TOP 200 AT COST 1023350 1135018 ISHARES TR IS 1 5 YR IN AT COST 904279 926642 JACK IN THE BOX INC AT COST 5702 6367 JOHNSON & JOHNSON AT COST 36243 35110 JOHNSON CONTROLS AT COST 11960 12393 JP MORGAN CHASE & CO AT COST 45606 53241 JPMORGAN EMERGING MARKET AT COST 656918 673745 KEYSIGHT TECH INC AT COST 22965 27682 KIMBALL ELECTRONICS AT COST 9350 8570 KINDER MORGAN INC AT COST 16325 17128 KKR & CO INC AT COST 29571 40679 LAMAR ADVERTISING CO0050 AT COST 12493 15623 LENNAR CORP AT COST 15400 20568 LIBERTY MEDIA CORP AT COST 765 754 LIBERTY MEDIA CORP AT COST 10678 10164 LITTELFUSE INC AT COST 6916 7224 LIVE NATION ENTRTMNT AT COST 18517 20405 LOCKHEED MARTIN CORP AT COST 15894 16770 LUXFER HLDGS PLC AT COST 4021 2861 MARKEL GROUP INC AT COST 26571 25558 MARTIN MARIETTA MATERIAL AT COST 11752 13471 MASTERCARD INC AT COST 41897 43931 MCDONALD'S CORP AT COST 22834 25203 MEDTRONIC AT COST 15217 15817 MERCK & CO INC AT COST 29742 30199 MERITAGE HOMES CORP AT COST 5073 6794 METLIFE INC AT COST 26434 28370 MGP INGREDIENTS INC AT COST 6227 5419 MICROCHIP TECHNOLOGY AT COST 14393 16413 MICROSOFT CORP AT COST 43251 50765 MICROSOFT CORP AT COST 52556 56782 MODELEZ INTL AT COST 9838 10575 MONOLITHIC POWER SYS AT COST 23838 30277 MONOLITHIC POWER SYS AT COST 4991 6308 MOODYS CORP AT COST 7140 8592 MOOG INC AT COST 5905 7384 MSCI INC AT COST 11944 13010 MYRIAD GENETICS INC AT COST 3406 3847 NETFLIX INC AT COST 29145 34568 NIKE INC AT COST 29014 31485 NOV INC AT COST 8904 8842 NVIDIA CORP AT COST 112510 116377 OKTA INC AT COST 33889 40557 ORACLE CORP AT COST 12101 10965 OREILLY AUTOMOTIVE AT COST 39337 40853 OXFORD INDS INC AT COST 5455 5700 PAPA JOHN'S INTL INC AT COST 6223 6632 PARKER-HANNIFIN CORP AT COST 12879 14742 PAYLOCITY HLDG CORP AT COST 17255 14177 PE PREMIER CARLYLE DISTR OPP IV ONSHORE FEEDER LP AT COST 929148 929148 PEBBLEBROOK HOTEL TR AT COST 4492 5146 PENN ENTMT INC AT COST 5276 6193 PEPSICO INC AT COST 21511 21570 PERIMETER SOLUTIONS SA F AT COST 1721 1592 PFIZER INC AT COST 25497 20930 PHILIP MORRIS INTL AT COST 25537 25778 PNC FINL SERVICES AT COST 10490 13627 PROCTER & GAMBLE AT COST 43056 42497 PROGRESSIVE CO OHIO AT COST 13571 15928 PROLOGIS INC AT COST 20226 23061 PRUDENTIAL FINL AT COST 26031 29039 PUB SVC ENTERPISE GP AT COST 13685 14248 QUALCOMM INC AT COST 17758 23575 RAYMOND JAMES FINL AT COST 5252 5686 REGENERON PHARMS INC AT COST 52503 55332 ROCKET LABORATORY USA INC AT COST 8659 8726 ROPER TECHNOLOGIES AT COST 31028 34346 ROSS STORES INC AT COST 3277 3875 S & P GLOBAL INC AT COST 13726 15859 SALESFORCE INC AT COST 38885 48681 SANMINA CORP AT COST 10250 9555 SBA COMMUNICATIONS AT COST 17196 20803 SHERWIN WILLIAMS CO AT COST 4248 5302 SOUTHERN CO AT COST 22900 24402 STEELCASE INC. AT COST 4217 5746 SUMMIT MATERIALS INC AT COST 3715 4077 TECHTARGET INC AT COST 6424 7704 TELEDYNE TECHNOLOGIES AT COST 4976 5355 TESLA INC AT COST 105282 101380 THE COCA COLA CO AT COST 21416 22276 TRANSDIGM GROUP INC AT COST 43152 50580 TRIUMPH FINL INC AT COST 5351 6735 TYLER TECHNOLOGIES AT COST 18794 20488 UNITED FIRE GROUP AT COST 3155 3199 UNITED PARCEL SERVICE AT COST 10298 9905 US BANCORP AT COST 16194 20428 VAIL RESORTS INC AT COST 10847 10673 VANGUARD FTSE DEVELOPED AT COST 1260304 1353989 VANGUARD REAL ESTATE AT COST 335429 367401 VANGUARD TOTAL BOND AT COST 1632740 1672674 VERISIGN INC AT COST 16282 16271 VERISK ANALYTICS INC AT COST 17751 17676 VERISK ANALYTICS INC AT COST 9489 9554 VERIZON COMMUNICATION AT COST 21975 25787 VIAVI SOLUTIONS INC AT COST 5759 6072 VISA INC AT COST 41583 44780 VULCAN MATERIALS COM AT COST 28386 30192 W P CAREY INC AT COST 11257 12249 WABTEC AT COST 31556 36801 WALMART INC AT COST 22242 22702 WATERS CORP AT COST 4125 4938 WESBANCO INC AT COST 5272 6619 WIX COM LTD AT COST 3012 4060 WSFS FINL CO AT COST 7419 8819 PRINCIPAL SPECTRUM PEF AT COST 480123 493846 PORTFOLIO DEDUCTIONS - BH1 PROPERTIES LP K-1 353 347 0 754 DEPRECIATION - BH 1 PROPERTIES LP K-1 25006 0 0 CARLYLE ENERGY MESS OPP FD II K-1 2961 2961 0 PE PREMIER CARLYLE DISTRESSED OPP IV ONSHORE FEEDER K-1 43398 43024 25 OTHER 3 3 0 INT INCM-BH1 PROPERTIES LP 1742 1742 1742 INT INCM-CARLYLE ENERGY MEZZANINE OPP FUND 3 3 3 INT INCM-CEMOF II AIV TWO 8517 8517 8517 INT INCM-CEMOF II AIV THREE 33 33 33 INT INCM-PE PREMIER OPP IV 39656 39656 39656 DIV INCM-PE PREMIER OPP IV 4711 4711 4711 RENTAL REAL ESTATE LOSS - BH1 PROPERTIES LP K-1 -16856 -16856 ORDINARY INCOME - PE PREMIER CARLYLE DISTRESSED OPP IV 18344 18344 SEC 1231 LOSS - PRE PREMIER CARLYLE DISTRESSED OPP IV -3027 -3027 INVESTMENT FEE 56909 56909 0 TAXES PAID 15000 0 0 PE PREMIER CARLYLE DISTRESSED OPP IV ONSHORE FEEDER K-1 FOREIGN TAX PD 660 660 0