2024-07-01T14:42:55-07:00 2023-12-31 271128871 OTTO LAW OFFICE PLLC 123 W 2ND ST N NEWTON IA 50208 990PF 2023-01-01 421375212 SCHILLER FAMILY FOUNDATION SCHI 6417922405 PO BOX 765 NEWTON IA 50208 SUSAN S FORTUNE TRUSTEE 6417922405 2024-06-24 true SUSAN FORTUNE XXX-XX-XXXX true Mark A Otto P00060121 6417927000 2024-07-01 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 1022038 X X 26319 26319 26319 10187 211728 10187 164 0 0 36506 36506 26483 425 425 425 425 0 10671 10671 10671 10671 498 498 498 498 0 272 272 272 272 11866 11866 11866 11866 135375 135375 147241 11866 11866 147241 -110735 24640 14617 15613 31041 31041 0 0 0 1055455 896255 990997 0 0 0 0 1071068 927296 1022038 0 0 0 0 0 X 1071068 927296 1071068 927296 1071068 927296 1071068 -110735 -33037 927296 927296 EDWARD JONES CAP GAIN DISTR P 2022-12-31 2023-12-31 12383 0 0 12383 0 0 0 12383 EDWARD JONES SHORT TERM CAP GAIN P 2023-01-01 2023-12-31 15254 0 15090 164 0 0 0 164 EDWARD JONES LONG TERM CAP GAIN P 2022-12-31 2023-12-31 184090 0 186450 -2360 0 0 0 -2360 10187 164 342 0 342 0 342 1381 0 1381 -1381 1039 1039 false false false false false false false true true IA true false false false false true N/A SUSAN S FORTUNE 6417922405 PO BOX 765 NEWTON IA 502080765 false false false false false false false false false false false false false false false false false false false false SUSAN S FORTUNE 5806 E 76TH ST S NEWTON IA 50208 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 1021713 18447 0 1040160 0 1040160 15602 1024558 51228 51228 342 342 50886 50886 50886 147241 147241 50886 39200 115754 44853 94888 154465 449160 147241 0 50886 96355 545515 0 0 0 0 39200 506315 115754 44853 94888 154465 96355 SUSAN FORTUNE PO BOX 765 NEWTON IA 502080765 6417922405 NO CURRENT FORM IS USED; CURRENT EXEMPTION LETTER REQUESTED NONE ONLY ORGANIZATIONS EXEMPT UNDER 501(C) AND NOT 509(A) AUGUSTANA COLLEGE 639 38TH ST ROCK ISLAND IL 61201 NON-PF CHARITABLE CONTRIBUTION 2500 TUNNELS TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 NON-PF CHARITABLE CONTRIBUTION 1000 CHRISTIAN CONFERENCE CENTER 5064 LINCOLN ST NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 5000 IA HOMELESS YOUTH 1219 BUCHANAN ST DES MOINES IA 50316 NON-PF CHARITABLE CONTRIBUTION 2500 CONCORDIA SEMINARY 801 SEMINARY PLACE ST LOUIS MO 63105 NON-PF CHARITABLE CONTRIBUTION 1000 EMBRACE IOWA 1620 PLEASANT ST SUITE 214 DES MOINES IA 50314 NON-PF CHARITABLE CONTRIBUTION 3000 DISCOVER HOPE 517 733 1ST AVE EAST NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 2500 FRIENDS OF NEWTON PARKS 1700 N 4TH AVE W NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 1000 GOOD SAMARITAN FOUNDATION 5508 NW 88TH ST JOHNSTON IA 50131 NON-PF CHARITABLE CONTRIBUTION 1000 NEWTON COMMUNITY THEATRE 1701 S 8TH AVE E NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 1000 FAMILY PROMISE (DMIHN) 4114 ALLISON AVE DES MOINES IA 50310 NON-PF CHARITABLE CONTRIBUTION 3000 SALVATION ARMY PO BOX 337 NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 1000 IOWA LUTHERAN SCHOOL TUITION FUND 1122 W CENTRAL PARK DAVENPORT IA 52804 NON-PF CHARITABLE CONTRIBUTION 5000 IOWA PUBLIC TELEVISION PO BOX 6400 JOHNSTON IA 50131 NON-PF CHARITABLE CONTRIBUTION 500 JASPER COUNTY CONCERT ASSOCIATION PO BOX 1252 NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 250 FOCUS ON THE FAMILY 8605 EXPLORER DRIVE COLORADO SPRINGS CO 80920 NON-PF CHARITABLE CONTRIBUTION 0 NAHANT MARSH 4220 WAPELLO AVE DAVENPORT IA 52802 NON-PF CHARITABLE CONTRIBUTION 1000 BLANK PARK ZOO 7401 SW 9TH ST DES MOINES IA 50315 NON-PF CHARITABLE CONTRIBUTION 2500 LCMS WORLD MISSION 40718 HIGHWAY E 16 MAPLETON IA 51034 NON-PF CHARITABLE CONTRIBUTION 2500 GOODWILL CENTRAL IOWA 4900 NE 22ND ST DES MOINES IA 50313 NON-PF CHARITABLE CONTRIBUTION 0 NEWTON PUBLIC LIBRARY PO BOX 746 NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 2500 IA NATURAL HERITAGE FOUNDATION 505 5TH AVE SUITE 444 DES MOINES IA 50309 NON-PF CHARTITABLE CONTRIBUTION 250 ELLIPSIS 918 SE 11TH ST DES MOINES IA 50309 NON-PF CHARITABLE CONTRIBUTION 1000 PROGRESS INDUSTRIES PO BOX 1449 NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 1000 PROJECT AWAKE PO BOX 321 NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 2500 JASPER COMMUNITY FOUNDATION PO BOX 1332 NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 1000 JASPER CO ENVIRON EDU CENTER 1030 W 2ND ST S NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 51250 SHEPHERD'S CANYON RETREAT PO BOX 51510 PHOENIX AZ 85076 NON-PF CHARITABLE CONTRIBUTION 500 MERCY ONE-NEWTON MEDICAL CENTER 204 N 4TH AVE E NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 0 WILLOWBROOK 500 1ST ST N NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 2000 JASPER CO EMS SERVICES 1030 W 2ND ST S NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 0 ZION LUTHERAN SCHOOL 1600 WOODLAWN ROAD LINCOLN IL 62656 NON-PF CHARITABLE CONTRIBURTION 1500 KINGS HARVEST MINISTRIES 5837 WISCONSIN AVE DAVENPORT IA 52806 NON-PF CHARITABLE CONTRIBUTION 1000 FIRST LUTHERAN-NEIGHBORS HELPING NEIGHBORS 309 E 3RD ST N NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 10000 JASPER CO ELDERLY NUTRITION 2401 1ST AVE E NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 1625 JASPER CO CONSERVATION BOARD 1030 W 2ND ST S NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 2500 UNITED WAY OF JASPER CO 204 N 4TH AVE E NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 5000 NEWTON DOLLARS FOR SCHOLARS PO BOX 1492 NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 0 NEWTON YMCA YOUTH SOCCER 1701 S 8TH AVE E NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 0 NEWTON ATHLETICS - COLOR GUARD 800 E 4TH ST S NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 0 CLARISSA C COOK HOSPICE HOUSE 2546 TECH DRIVE BETTENDORF IA 52722 NON-PF CHARITABLE CONTRIBUTION 1500 NHS CARDS HOUSE OF APPAREL 800 E 4TH ST S NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 2500 CAMP LOR-RAY 5281 RUSSELL RD TWIN LAKE MN 49457 NON-PF CHARITABLE CONTRIBUTION 0 GRACE LUTHERN CHURCH 404 E GLENLORD RD ST JOSEPH MI 49085 NON-PF CHARITABLE CONTRIBUTION 1500 NEWTON MAIN STREET 122 11ST ST N NEWTON IA 50208 NON-PF CHRITABLE CONTRIBUTION 0 PRAIRIE CITY PUBLIC LIBRARY PO BOX 113 PRAIRIE CITY IA 50228 NON-PF CHARITABLE CONTRIBUTION 0 AVERAGE EVERDAY MIRACLES 33022 E TRAIL RIDGE CIRCLE ADEL IA 50003 NON-PF CHARITABLE CONTRIBUTION 2000 CRISIS CANINES OF THE MIDLANDS 25 E HOWARD ST COLFAX IA 50054 NON-PF CCHARITABLE CONTRIBUTION 2500 LUTHERAN HOUR MINISTRIES 660 MASON RIDGE CENTER DRIVE ST LOUIS MO 63141 NON-PF CHARITABLE CONTRIBUTION 500 OUR SAVIOR LUTHERAN CHURCH 1900 N 4TH AVE E NEWTON IA 50208 NON-PF CHARITABLE CONTRIBUTION 5000 135375 14 26319 18 10187 36506 36506 false false false false false false false false false false EDWARD JONES CAP GAIN DISTR 2022-12 2023-12 12383 0 12383 EDWARD JONES SHORT TERM CAP GAIN 2023-01 2023-12 15255 15091 164 EDWARD JONES LONG TERM CAP GAIN 184090 186450 -2360 EDWARD JONES 896255 990997 OTTO LAW OFFICE TAX PREP 425 BANK FEES 0 PO BOX RENTAL 146 146 146 146 POSTAGE 126 126 126 126 OFFICE SUPPLIES 0 ADJUSTMENT TO BASIS -33037 EDWARD JONES INVESTMENT 10671 FOREIGN TAX 498 498 498 498 990-PF 0 0 0 0