2024-10-14T13:52:32-05:00 2024-06-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990PF 2023-07-01 426073848 The Bright Foundation BRIG 5152978550 2961 100th St Ste 2 Urbandale IA 503225505 Thomas E Press Chairman of the Board 5152978550 2024-10-14 1 1 Deb Nelson CPA P01264758 6122536500 2024-10-04 2023 2024-10-15 13:58:12Z X 52257386 X 203657 773543 773543 773543 1233441 6676365 1233441 471 2210641 2006984 774014 298883 14925 14925 283958 22342 0 0 22342 12461 3115 3115 9346 47120 0 0 43936 10200 0 0 10200 579 0 0 579 142056 67559 67559 74497 533641 85599 85599 444858 2449495 2449495 2983136 85599 85599 2894353 -772495 1921385 688415 781729 513709 513709 922670 1400982 1395681 3043202 4124162 4033800 28531924 26471361 46314196 33279525 32510214 52257386 878 4062 878 4062 X 33278647 32506152 0 0 0 0 33278647 32506152 33279525 32510214 33278647 -772495 0 32506152 0 32506152 Sale of Publicly Traded Investments 6575437 5342467 1232970 1232970 Sale of Publicly Traded Investments 100928 100457 471 471 1233441 471 26707 0 26707 0 26707 19451 0 0 0 19451 X 415 7671 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 1 0 0 0 1 www.brightiowa.org Meredith Dohmen 5152978550 2961 100th St Ste 2 Urbandale IA 50322 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 Meredith Dohmen 2961 100th St Ste 2 Urbandale IA 503225505 President 40.00 138915 9724 3887 Thomas E Press 2961 100th St Ste 2 Urbandale IA 503225505 Chairman & Managing Director 10.00 40400 0 0 Jerry Deegan 2961 100th St Ste 2 Urbandale IA 503225505 Vice President & Director 1.50 3900 0 0 Charles A Haas 2961 100th St Ste 2 Urbandale IA 503225505 Director (7/1/23 thru 12/31/23) 1.50 2200 0 0 Stacy Wanderscheid 2961 100th St Ste 2 Urbandale IA 503225505 Secretary & Director 1.50 4400 0 0 Dale J Andringa 2961 100th St Ste 2 Urbandale IA 503225505 Director 1.50 0 0 0 Jeffrey G Fleming 2961 100th St Ste 2 Urbandale IA 503225505 Treasurer & Director 1.50 4400 0 0 Carrie A Kompelien 2961 100th St Ste 2 Urbandale IA 503225505 Director (Since 1/2/24) 1.50 2200 0 0 Craig A Shadur 2961 100th St Ste 2 Urbandale IA 503225505 Director (Since 1/2/24) 1.50 2200 0 0 Leah Lingren 4108 NW Abilene Rd Ankeny IA 50023 Director of Scholar 40.00 89250 6247 3461 0 NONE 0 As a scholarship provider the mission of The Bright Foundation is to empower scholars to launch careers through the successfull access and completion of college degrees. 2764257 0 47092822 581745 0 47674567 0 0 47674567 715119 46959448 2347972 X 2894353 0 2894353 2023-06-05 X 688415 1399334 776472 789986 3654207 585153 1189434 660001 671488 3106076 2894353 2603277 2308254 1998151 9804035 0 0 0 0 0 2894353 2603277 2308254 1998151 9804035 0 0 1565315 1418419 1609302 1458483 6051519 0 0 0 0 X Des Moines Area Community College 2006 S Ankeny Blvd Ankeny IA 50023 None GOV Scholarships 20568 Iowa State University Foundation 2505 University Blvd PO Box Ames IA 500102230 None PC Scholarships 952587 University Of Iowa Center for Advancement PO Box 4550 Iowa City IA 522444550 None PC Scholarships 860526 University Of Northern Iowa Foundation 121 Commons Cedar Falls IA 503140282 None PC Scholarships 615814 2449495 0 14 773543 18 1233441 0 2006984 0 2006984 0 0 0 0 0 0 0 0 0 0 X X 1 Mary K and Daniel M Kelly Family Foundation 3900 Ingersoll Ave Ste 300 Des Moines IA 50312 100000 X 2 Donna Paulsen and Thomas Press 913 26th St West Des Moines IA 50265 100537 X 2 380 Shares of Becton Dickinson & Co Stock 100537 2023-09-18 Accounting Fees 12461 3115 3115 9346 WELLS FARGO & CO 99775 99728 JPMORGAN CHASE & CO 157692 149413 EVERGY INC 202306 198589 STATE STREET CORP 173668 173212 BANK OF AMERICA CORP 157992 148571 CITIGROUP INC 211462 197243 ABBVIE INC 155310 147573 SOUTHERN POWER CO 159870 147329 GENERAL MOTORS FINL CO 49725 48506 CITIGROUP INC MEDIUM TERM NOTE 77072 70939 HB FULLER CO SR UNSECURED 103500 94252 MIDWESTONE FINANCIAL GRP 164063 132860 Nextera Energy Capital 100582 99680 Ford Motor Credit Co LLC 99455 98642 United Health Group Inc 142433 145158 American Honda Finance 150468 150269 Sysco Corporation 140708 144254 Thermo Fisher Scientific 148669 149621 Principal Financial Group 95174 95169 MidAmerican Energy 140015 143069 Alabama Power Co 143330 144558 Duke Energy Corp 149514 149247 Cincinnati Final Corp 210140 206414 Eaton Corp 144119 147074 Otis Worldwide Corp 149261 150803 Genuine Parts Co 153893 157208 Bristol-Myers Squibb Co 149628 149703 DTE Energy 148382 148772 Clorox Co 145956 145944 899242 891432 501740 504249 VANGUARD FIXED INCOME SECS FD INC SHORT-TERM AT COST 1763495 1692078 VANGUARD FIXED INCOME SEC FD ULTRA SHORT-TERM AT COST 1661673 1652764 VANGUARD FIXED INCOME SEC FDS INTER-TERM AT COST 681052 576119 VANGUARD INDEX AT COST 21509583 41529735 Synchrony Bank CD AT COST 125005 125030 Morgan Stanley Bk NA CD AT COST 124505 124831 American Expr Natl Bk CD AT COST 124380 125109 BMO Harris Bank NA CD AT COST 188731 191588 Toyota Final Savings Bank AT COST 149253 150380 Medtronic Global Holdings AT COST 143684 146562 Office Expense 849 0 0 849 Other 637 0 0 637 Website/Public Relations 2519 0 0 2519 Liability Insurance 5339 0 0 5339 Office Technology 5305 0 0 5305 Advisory Fees 67559 67559 67559 0 Membership Dues 1643 0 0 1643 Scholar Recognition and Programs 10147 0 0 10147 Alumni Projects 2418 0 0 2418 Symposium 15048 0 0 15048 Student Information Systems 30455 0 0 30455 Student Organization Support 137 0 0 137 Payroll Liabilities 878 4062 Federal Excise Tax 28823 0 0 28823 Payroll Taxes 18297 0 0 15113