2024-08-19T16:01:28-04:00 2023-12-31 270402452 WINKEL PARKER & FOSTER CPA PC 1301 19TH AVE NW CLINTON IA 527322434 990PF 2023-01-01 814619469 CLIZBE FAMILY FOUNDATION CLIZ 5636763997 4031 VALLEY OAKS DRIVE CLINTON IA 52732 SCOTT E CLIZBE VICE-CHAIR 5636763997 2024-08-16 true true DALE W DALTON CPA P00166805 5632423440 2024-08-19 2023 2024-08-08 14:25:15Z X 157174 X X 3670 3670 3670 2698 35241 1173 6368 4843 3670 780 390 390 1506 1506 232 152 494 443 3012 2048 833 18000 18000 21012 2048 18833 -14644 2795 3670 3682 2379 2379 2510 2510 165946 150095 152285 169628 154984 157174 0 X 169628 154984 169628 154984 169628 154984 169628 -14644 154984 154984 1173 39 39 39 67 67 28 0 28 false false false false false false false true true true false false false false true N/A NANCY C PATTI 5636763997 4031 VALLEY OAKS DRIVE CLINTON IA 52732 false false false false false false false false false false false false false false false false false false false false NANCY C PATTI 4031 VALLEY OAKS DRIVE CLINTON IA 52732 CHAIR 000.00 0 0 0 SCOTT E CLIZBE 1112 N 3RD STREET CLINTON IA 52732 VICE-CHAIR 000.00 0 0 0 STEPHEN E CLIZBE 3715 WOOD PLAZA WAY KELSEYVILLE CA 95451 SECRETARY 000.00 0 0 0 KEITH D CLIZBE 50 8TH AVE SW UNIT 2272 LARGO FL 33779 TREASURER 000.00 0 0 0 DEBRA J DELANEY 16724 MAGNOLIA TERRACE BLVD MONTVERDE FL 34756 DIRECTOR 000.00 0 0 0 NONE NONE N/A 155100 5430 0 160530 160530 2408 158122 7906 7906 39 39 7867 7867 7867 18833 18833 7867 13000 1482 6218 4278 6368 31346 18833 7867 10966 42312 0 13000 29312 1482 6218 4278 6368 10966 X IOWA STATE UNIVERSITY FOUNDATION 2505 UNIVERSITY BOULEVARD PO BOX 2230 AMES IA 500102230 501(C)(3) SCHOLARSHIPS 8000 INFORMATION REFERRAL ASSISTANCE SE 219 1ST AVENUE CLINTON IA 52732 NONE 501(C)(3) OPERATIONS 5000 CLINTON COUNTY HISTORICAL SOCIETY 601 S 1ST ST CLINTON IA 52732 NONE 501(C) (3) OPERATIONS 5000 18000 3670 2698 6368 6368 1A N/A false false false false false false false false false false 780 390 390 49.272 SH RUSSELL FDS-LONG DUR BD FD 2023-09 PURCHASE 2023-10 372 389 -17 307.317 SJ RUSSELL FDS-GLOBAL EQ 2022-11 PURCHASE 2023-10 2646 2333 313 166.648 SH RUSSELL FDS GRADE BD FD 2022-11 PURCHASE 2023-09 2986 2976 10 362.591 SH RUSSELL GLOBAL OPPORTUNIT 2019-11 PURCHASE 2023-09 2939 3467 -528 37.513 SH RUSSELL GLOBAL OPPORTUNIT 2017-08 PURCHASE 2023-09 304 361 -57 56.779 SH RUSSELL GLOBAL OPPORTUNIT 2021-04 PURCHASE 2023-10 451 534 -83 2.163 SH RUSSELL GLOBAL OPPORTUNIT 2020-10 PURCHASE 2023-10 17 17 51.691 SH RUSSELL EMERGING MKTS 2017-08 PURCHASE 2023-10 749 1040 -291 108.598 SH RUSSELL INTL DEV MRKT 2018-06 PURCHASE 2023-09 4296 4319 -23 48.076 SH RUSSELL INTL DEV MRKT 2018-06 PURCHASE 2023-10 1862 1912 -50 27.583 SH RUSSELL US SMALL CAP EQ 2020-04 PURCHASE 2023-10 662 507 155 407.234 SH RUSSELL US STRATEGIC EQ 2017-12 PURCHASE 2023-09 5917 5404 513 6.737 SH RUSSELL US STRATEGIC EQ 2018-10 PURCHASE 2023-09 98 98 413.512 SH RUSSELL US STRATEGIC EQ 2018-12 PURCHASE 2023-10 5876 4148 1728 147.919 SH RUSSELL MULTI ASSER GRWTH 2018-06 PURCHASE 2023-10 1386 1531 -145 396.271 SH RUSSEL STRATEGIC BD FD 2017-08 PURCHASE 2023-10 3507 3507 US BANCORP AC 26909648 150095 152285 EXPENSES OTHER 443 443 WITTB 51 US WEALTH MANAGEMENT 1506 1506 FOREIGN TAX PAID 152 152 2022 FEDERAL EXCISE TAX 80