2024-01-05T14:32:10-05:00 2023-08-31 421017239 HENKEL & ASSOCIATES PC 817 KEELER ST BOONE IA 50036 990PF 2022-09-01 753024274 GEORGE PAUL AND GRACE E LOWREY CHARITABLE FOUNDATION GEOR 5154324510 PO BOX 219 BOONE IA 50036 HONORABLE JOHN SLIGHT PRESIDENT 5154324510 2024-01-02 true JOHN SLIGHT 999009999 false CHRISTOPHER JACOBSEN P01074941 5154328636 2024-01-02 2022 2023-04-26 12:10:37Z X 783470 X X 32480 32480 32480 2198 103582 2198 80 34678 34678 32560 3685 1000 10687 10187 450 14822 11187 0 41315 41315 56137 11187 41315 -21459 23491 32560 1863 7701 7701 816789 789492 775769 818652 797193 783470 0 X 818652 797193 818652 797193 818652 797193 818652 -21459 797193 797193 DFA INT'L VALUE P 2022-03-30 2023-01-20 807 839 -32 -32 PRINCIPAL MIDCAP FUND P 2022-03-30 2023-07-21 1188 1191 -3 -3 JPM US GOVT MNY MKT P 2022-04-25 2023-04-10 6702 6702 TRP INTL STOCK P 2022-11-23 2023-07-21 962 850 112 112 BRIDGE BUILDER CORE BOND P 2019-04-08 2022-11-23 8669 9942 -1273 -1273 BRIDGE BUILDER CORE PLUS BOND P 2019-04-08 2023-01-20 10462 11970 -1508 -1508 BRIDGE BUILDER INTL EQUITY P 2019-04-08 2023-07-21 21057 21309 -252 -252 BRIDGE BUILDER LARGE GROWTH P 2019-04-08 2023-07-21 10105 6775 3330 3330 BRIDGE BUILDER LARGE VALUE P 2019-04-08 2022-11-23 10977 8376 2601 2601 BRIDGE BUILDER SMALL MID GROWTH P 2019-04-08 2023-07-21 2161 2147 14 14 DFA INTL VALUE P 2022-03-30 2023-07-21 622 614 8 8 FED NATL MTG 2002-33 CL LL P 2005-03-23 2023-06-29 10 10 HEWLETT PACKARD BOND P 2012-07-23 2022-09-15 20000 20443 -443 -443 JPM US GOVT MNY MKT P 2022-04-25 2023-08-07 3485 3485 MAINSTAY MACKAY HIGH YLD P 2019-04-08 2022-11-23 1375 1560 -185 -185 NEW YORK MUNICIPAL BOND P 2010-01-19 2023-02-15 5000 5171 -171 -171 2198 80 327 327 327 1591 1591 1264 1264 false false false false false false false true true IA true false false false false true N/A CHRISTOPHER M JACOBSEN CPA 5154328636 817 KEELER ST BOONE IA 50036 false false false false false false false false false false false false false false false false false false false false HONORABLE JOHN SLIGHT 923 EIGHTH ST BOONE IA 50036 PRESIDENT 1.00 0 0 0 HONORABLE MARK TRUEBLOOD PO BOX 694 OGDEN IA 50212 VICE-PRES 1.00 0 0 0 HONORABLE TOM BROWN 304 S WATER ST MADRID IA 50156 SECR/TREAS 1.00 0 0 0 MR BILL ZINNEL 201 STATE STREET BOONE IA 50036 DIRECTOR 1.00 0 0 0 HONORABLE DON PORTER 112 PILOT ST PILOT MOUND IA 50223 DIRECTOR 1.00 0 0 0 NONE NONE N/A 778679 12856 0 791535 791535 11873 779662 38983 38983 327 327 38656 38656 38656 41315 41315 38656 41265 41315 41265 50 38606 LOWREY CHARITABLE FOUNDATION PO BOX 550 BOONE IA 50036 5154324211 SEE ATTACHED NONE AWARDS ARE LIMITED TO ORGANIZATIONS LOCATED IN BOONE COUNTY, IOWA. THREE SCHOLARSHIPS ARE GIVEN ANNUALLY TO BOONE COUNTY HIGH SCHOOL SENIORS WHO WILL BE ATTENDING DES MOINES AREA COMMUNITY COLLEGE (DMACC) IN BOONE, IOWA. APPLICATIONS ARE PROVIDED TO HIGH SCHOOL COUNSELORS AND THE DMACC SCHOLARSHIP COMMITTEE THEN CHOOSES ONE STUDENT FROM EACH HIGH SCHOOL TO RECEIVE THE SCHOLARSHIP. THE ENTIRE SCHOLARSHIP CHECK IS WRITTEN DIRECTLY TO DMACC WITH INSTRUCTIONS TO RETURN THE FUNDS TO THE FOUNDATION IF THE STUDENT DOES NOT MAINTAIN ENROLLMENT. CHILD CARE JUNCTION 1111 S LINN ST BOONE IA 50036 EXEMPT CHARITABLE 4800 CITY OF BOXHOLM PO BOX 184 BOXHOLM IA 50040 PUBLIC CHARITABLE 2000 CITY OF PILOT MOUND PO BOX 100 PILOT MOUND IA 50223 EXEMPT CHARITABLE 3200 DES MOINES YMCA CAMP 1192 166TH DR BOONE IA 50036 EXEMPT CHARITABLE 3750 ERICSON PUBLIC LIBRARY 702 GREENE ST BOONE IA 50036 EXEMPT CHARITABLE 6925 IOWA ARBORETUM 1875 PEACH AVE MADRID IA 50156 EXEMPT CHARITABLE 3500 MADRID PERFORMING ARTS COUNCIL 703 E 6TH ST MADRID IA 50156 EXEMPT CHARITABLE 1000 MADRID PUBLIC LIBRARY 100 W 3RD ST MADRID IA 50156 EXEMPT CHARITABLE 3500 OGDEN BOOSTER CLUB 313 E WALNUT ST OGDEN IA 50212 EXEMPT CHARITABLE 2000 OGDEN COMMUNITY SCHOOLS 313 E WALNUT ST OGDEN IA 50212 PUBLIC CHARITABLE 2000 OGDEN ELEMENTARY SCHOOL 313 E WALNUT ST OGDEN IA 50212 EXEMPT CHARITABLE 5296 OGDEN HIGH SCHOOL AFTER PROM 313 E WALNUT ST OGDEN IA 50212 EXEMPT CHARITABLE 1500 TRINITY LUTHERAN SCHOOL 712 12TH ST BOONE IA 50036 EXEMPT CHARITABLE 1844 41315 14 14 32480 2198 32480 2198 34678 false false false false false false false false false false ACCOUNTING 3685 1000 ARTISAN INTL SMALL-MID 7748 7376 BRIDGE BUILDER CORE BOND 154343 132043 BRIDGE BUILDER CORE PLUS BOND 196889 167748 BRIDGE BUILDER INTL EQUITY 69977 73157 BRIDGE BUILDER LARGE GROWTH 74572 90698 BRIDGE BUILDER LARGE VALUE 73589 90703 BRIDGE BUILDER SMALL MID GROWTH 22832 22237 BRIDGE BUILDER SMALL MID VALUE 24219 29533 DFA INTERNATIONAL VALUE 15307 14943 FED NATL MTG 2002-33 CL LL 996 988 FED NATL MTG 2002-48 CL LL 1033 1006 HEWLETT PACKARD NOTE JPM US GOVT MNY MKT 5018 7290 MAINSTAY MACKAY HIGH YLD 42206 38336 NEW YORK MUNI 20685 20020 PIMCO INTL BOND FD 14955 14654 PRINCIPAL MIDCAP FUND 23468 22442 TRP INTL STOCK 13763 14717 VANGUARD FTSE ALL-WORLD 8319 7103 WAL-MART STORES INC 19573 20775 EXPENSES MISCELLANEOUS 450 LEGAL 500 INVESTMENT PROGRAM FEES 10187 10187