2024-11-12T09:45:30-05:00 2023-12-31 420991212 HOGAN - HANSEN PC 200 NORTH ADAMS AVENUE MASON CITY IA 504011320 990PF 2023-01-01 421519192 CFT FOUNDATION CFTF 6414243238 5 ARROWWOOD DRIVE MASON CITY IA 504012524 JOSEPH D THORESON VICE PRESIDENT 6414235154 2024-11-11 true true JASON L SPEER CPA P00226569 6414230574 2024-11-07 2023 2024-10-15 13:58:12Z X 7331528 X X 1972 1972 1972 19059 19059 19059 363619 988179 363619 384650 384650 21031 3830 1506 1506 43605 43605 48941 45111 0 218114 218114 267055 45111 218114 117595 339539 21031 154557 481404 481404 4128875 3919622 6850124 4283432 4401026 7331528 0 X 4283432 4401027 4283432 4401027 4283432 4401027 4283432 117595 4401027 4401027 MKTBLE SECURITIES - CHARLES SCHWAB P 988179 624560 363619 363619 363619 4720 4720 4720 17681 17681 12961 12961 false false false false false false false true true IA true false false false false true N/A JOSEPH D THORESON 6414243238 5 ARROWWOOD DR 5 ARROWWOOD DR MASON CITY IA 50401 false false false false false false false false false false false false false false false false false false false false JILL C THORESON 5 ARROWWOOD DR 5 ARROWWOOD DR MASON CITY IA 50401 PRESIDENT 000.00 0 0 0 JOSEPH D THORESON 5 ARROWWOOD DR 5 ARROWWOOD DR MASON CITY IA 50401 VICE PRESIDE 000.00 0 0 0 ERIKA TRISTAN 12135 BEAUREGARD DR HOUSTON TX 77024 SECRETARY 000.00 0 0 0 KIRK THORESON 2800 NORTH MILWAUKEE STREET DENVER CO 80210 TREASURER 000.00 0 0 0 NONE NONE N/A 6242792 446983 0 6689775 6689775 100347 6589428 329471 329471 4720 4720 324751 324751 324751 218114 218114 324751 118554 218114 118554 99560 225191 X THE FOUNDATION SELECTS THE CHARITABLE ORGANIZATIONS TO WHICH IT PLANS TO CONTRIBUTE BASED ON DECISIONS MADE AT DIRECTORS' MEETINGS. THE DONEES MAY VARY. PRESBYTERIAN MISSION AGENCY PRESBYTERIAN MISSION AGENCY 100 WITHERSPOON STREET 100 WITHERSPOON STREET LOUISVILLE KY 402021396 GIFT 1500 MASON CITY SCHOOLS MASON CITY SCHOOLS 1700 4TH STREET SE 1700 4TH STREET SE MASON CITY IA 50401 GIFT 16264 ALIGHT ALIGHT 4 OVERLOOK POINT 4OP 4 OVERLOOK POINT 4OP LINCOLNSHIRE IL 60069 GIFT 25000 UNICEF UNICEF 125 MAIDEN LANE 125 MAIDEN LANE NEW YORK NY 10038 GIFT 10000 HABITAT FOR HUMANITY HABITAT FOR HUMANITY 517 1ST ST NW 517 1ST ST NW MASON CITY IA 50401 GIFT 15000 IOWA STATE UNIVERSITY IOWA STATE UNIVERSITY 515 MORRILL RD 515 MORRILL RD AMES IA 50011 GIFT 2000 HAWKEYE HARVEST HAWKEYE HARVEST 122 S ADAMS AVE 122 S ADAMS AVE MASON CITY IA 50401 GIFT 40000 KCMR KCMR 316 N FEDERAL AVE 316 N FEDERAL AVE MASON CITY IA 50401 GIFT 4000 WOUNDED WARRIOR WOUNDED WARRIOR PO BOX 758516 PO BOX 758516 TOPEKA KS 66675 GIFT 250 WRIGHT ON THE PARK WRIGHT ON THE PARK 15 W STATE ST 15 W STATE ST MASON CITY IA 50401 GIFT 2000 EXCHANGE CLUB EXCHANGE CLUB 1603 S MONROE AVE 1603 S MONROE AVE MASON CITY IA 50401 GIFT 100 ST JUDE CHILDRENS RESEARCH HOSPITAL ST JUDE CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE 501 ST JUDE PLACE MEMPHIS TN 38105 GIFT 10000 SHRINE CLUB SHRINE CLUB PO BOX 26 PO BOX 26 ALBERT LEA MN 56007 GIFT 5000 MERCY SHIPS MERCY SHIPS PO BOX 1930 PO BOX 1930 GARDEN VALLEY TX 75771 GIFT 1000 GOOD SHEPHERD GOOD SHEPERD 302 2ND ST NE 302 2ND ST NE MASON CITY IA 50401 GIFT 100 STOCKMAN HOUSE STOCKMAN HOUSE 530 1ST ST NE 530 1ST ST NE MASON CITY IA 50401 GIFT 5000 COMMUNITY KITCHEN COMMUNITY KITCHEN 606 N MONROE AVE 606 N MONROE AVE MASON CITY IA 50401 GIFT 30000 MAKE A WISH MAKE A WISH 3009 100TH ST 3009 100TH ST URBANDALE IA 50322 GIFT 1000 MARCH OF DIMES MARCH OF DIMES PO BOX 3155 PO BOX 3155 HARLAN IA 515930346 GIFT 2000 IOWA PUBLIC RADIO PUBLIC RADIO 2111 GRAND AVE 2111 GRAND AVE DES MOINES IA 50312 GIFT 750 MERCY CORP MERCY CORP PO BOX 37800 PO BOX 37800 BOONE IA 500374800 GIFT 500 ST JOSEPH INDIAN SCHOOL ST JOSEPH INDIAN SCHOOL 1301 N MAIN ST 1301 N MAIN ST CHAMBERLAIN SD 57325 GIFT 500 HEIFER PROJECT HEIFER PROJECT 1 WORLD AVE 1 WORLD AVE LITTLE ROCK AR 72202 GIFT 2000 SPLC SPLC 400 WASHINGTON AVE 400 WASHINGTON AVE MONTGOMERY AL 36104 GIFT 50 43 NORTH IOWA 43 NORTH IOWA 1225 S HARRISON AVE 1225 S HARRISON AVE MASON CITY IA 50401 GIFT 2000 LAKE SHORE CAMP LAKE SHORE CAMP 1864 IA-86 1864 IA-86 MILFORD IA 51351 GIFT 2000 TOYS FOR TOTS TOYS FOR TOTS 609 S ADAMS AVE 609 S ADAMS AVE MASON CITY IA 50401 GIFT 100 MUSIC MAN SQUARE MUSICIAN SQUARE 308 S PENNSYLVANIA AVE 308 S PENNSYLVANIA AVE MASON CITY IA 50401 GIFT 10000 BOY SCOUTS BOY SCOUTS PO BOX 152079 PO BOX 152079 IRVING TX 750152079 GIFT 100 CHILD FUND CHILD FUND 2821 EMERYWOOD PARKWAY 2821 EMERYWOOD PARKWAY RICKMOND VA 23294 GIFT 400 AMERICAN CANCER SOCIETY AMERICAN CANCER SOCIETY 130 4TH ST SW A 130 4TH ST SW A MASON CITY IA 50401 GIFT 1500 AMERICAN RED CROSS RED CROSS 2116 GRAND AVE 2116 GRAND AVE DES MOINES IA 50312 GIFT 1000 AMERICAN HEART ASSOCIATION AMERICAN HEART 1035 N CENTER POINT RD B 1035 N CENTER POINT RD B HIAWATHA IA 52233 GIFT 2000 SALVATION ARMY SALVATION ARMY 747 VILLAGE GREEN DR 747 VILLAGE GREEN DR MASON CITY IA 50401 GIFT 25000 218114 14 1972 14 19059 18 363619 384650 384650 false false false false false false false false false false TAX PREPARATION - HOGAN-HANSEN 3830 CHARLES SCHWAB AT COST 3919622 6850124 EXPENSES INVESTMENT MANAGEMENT FEES 43090 43090 INVESTMENT FEES 230 230 BANK FEES 285 285 FOREIGN TAX WITHHELD 1506 1506