2024-05-15T15:03:02-07:00 2023-12-31 271585580 VISION FINANCIAL SERVICES LLC 1776 22nd Street Suite 101 West Des Moines IA 50266 990PF 2023-01-01 367087816 William L & Doris E Niemann Charitable Foundation WILL 5156890075 7107 Monroe Ct Urbandale IA 50322 John Niemann TTEE 5156890075 2024-04-29 John Niemann XXX-XX-XXXX true Michael Hammen EA CFP P01020233 5154401133 2024-05-15 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 216594 X X 3980 229 81519 1757 1590 0 0 229 5737 1590 0 1114 557 1793 49 49 0 0 2956 606 0 10198 0 13154 606 0 -12925 5131 1590 7952 4238 4238 0 0 59496 69464 69550 230917 130206 135293 16241 7699 7513 0 0 0 0 0 0 0 314606 211607 216594 0 0 0 0 0 X 314606 211607 314606 211607 314606 211607 314606 -12925 301681 90074 211607 Short-term transactions P 2023-04-19 2023-12-22 11727 0 11665 62 0 0 0 62 Long-term transactions P 2021-12-16 2023-12-22 69792 0 69625 167 0 0 0 167 Capital gain distributions P 2023-01-01 2023-12-31 1528 0 0 1528 0 0 0 1528 1757 1590 71 0 71 0 71 816 816 -816 745 745 false false false false false false false true true true false false false false true N/A William L Niemann 5156890075 636 South Ter Huntington WV 257051511 false false false false false false false false false false false false false false false false false false false false false false William L Niemann 636 South Ter Huntington WV 257051511 Trustee 1.00 0 0 0 John Niemann 7107 Monroe Ct Urbandale IA 50322 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 0 0 0 0 0 0 0 0 0 71 71 0 0 0 0 0 0 0 0 11646 0 11646 0 0 11646 0 0 0 0 0 11646 0 0 11646 0 0 X Ohio University Foundation PO Box 869 Athens OH 45701 PC To support students& staff in achieving theiracademic & education goals 250 Friends of West Virginia Public Broadcasting 600 Capitol St Charleston WV 25301 PC To help educate, informand inspire peoplethrough media 250 Crossroads United Methodist Church 1420 N Main St 1387 Washington IL 61571 PC To help service community through service & religion 2099 Huntington City Mission 624 10th St Huntington WV 25701 PC To help meet physical,emotional & spiritualneeds of homeless community 1000 Evanston Wilmette Golf Course Association 1030 Central St Evanston IL 60201 EOF To provide an oustanding golf facilitythat focuses on youth and familygolf and that provides value 500 New Hope Assembly of God 4425 70th St Urbandale IA 50322 PC Winter Retreat 1050 Missouri University of Science & Technology 300 W 13th St Rolla MO 65409 PC Geological Engineering 250 University of Iowa Center for Advancement One W Park Road Iowa City IA 52242 PC Dept of Earth Sciences 250 American Whitewater PO Box 1540 Cullowhee NC 28723 PC To help protect & restoreAmerica's whitewater rivers 500 Mission Aviation Fellowship 112 N Pilatus Ln Nampa ID 83687 PC Help to bring help, hope, and healingthrough aviation to peopleliving in poverty 1000 USO PO Box 96860 Washington DC 20077 PC To strengthen the well-being ofpeople serving in the militaryand their families 149 Urbandale Historical Society 4010 70th St Urbandale IA 50322 PC Aims to collect, preserve& maintain Urbandale's artifacts 150 Des Moines Refugee Support 420 Watson Powell Jr Way 100 Des Moines IA 50309 POF To identify & bridge gaps for refugeefamilies as they establishtheir new lives in Iowa 1000 YMCA of Greater DM 501 Grand Ave Des Moines IA 50309 PC Girls on the Runfundraising event 1000 Crossroads Farms 5520 W Card Rd Reading MI 49274 POF To provide social, educational, spiritual andrelational opportunities to students of our surrounding counties 750 10198 18 229 229 229 1 NA false false false false false false false false false false Vision Fin Svces Tax prep 995 497 Other Misc 119 60 Sale of stock funds- short term 11727 11665 62 Sale of stock funds- long term 69792 69625 167 Baird Shrt term bond 7699 7513 Mutual funds - stock 91478 94690 ETF - stock 38728 40603 69464 69550 Adjustment 90074 West Bank Agency fees 1793 Foreign tax paid 49 49