2025-01-15T12:12:47-05:00 2024-08-31 421017239 HENKEL & ASSOCIATES PC 817 KEELER ST BOONE IA 50036 990PF 2023-09-01 753024274 GEORGE PAUL AND GRACE E LOWREY CHARITABLE FOUNDATION GEOR 5154324510 PO BOX 219 BOONE IA 50036 HONORABLE ELIJAH STINES SECRETARY/TREASURER 5154324510 2025-01-03 true false CHRISTOPHER JACOBSEN P01074941 5154328636 2025-01-15 2023 2024-10-15 13:58:12Z X 852669 X X 30766 30766 30766 11329 108197 11329 42095 42095 30766 3785 1000 11020 10520 436 15241 11520 0 39200 39200 54441 11520 39200 -12346 30575 30766 7701 19363 19363 789492 765484 833306 797193 784847 852669 0 X 797193 784847 797193 784847 797193 784847 797193 -12346 784847 784847 JPM US GOVT MNY MKT P 2023-10-02 2024-05-07 3678 3678 BRIDGE BUILDER CORE BD P 2019-04-08 2024-07-18 7984 9084 -1100 -1100 BRIDGE BUILDER CORE PLUS BD P 2019-04-08 2024-07-18 7443 8541 -1098 -1098 BRIDGE BUILDER INTL EQUITY P 2019-04-08 2024-07-18 5922 4981 941 941 BRIDGE BUILDER LARGE GROWTH P 2019-04-10 2024-07-18 18703 10322 8381 8381 BRIDGE BUILDER LARGE VALUE P 2019-04-08 2024-01-19 11595 8439 3156 3156 BRIDGE BUILDER SMALL MID GROWTH P 2019-04-08 2024-07-18 3453 2526 927 927 BRIDGE BUILDER SMALL MID VALUE P 2019-04-10 2024-07-18 4825 4242 583 583 JPM US GOVT MNY MKT P 2022-03-30 2023-11-07 16473 16473 MAINSTAY MACKAY HIGH YLD P 2019-04-08 2024-07-18 2981 3219 -238 -238 NEW YORK MUNI P 2010-01-19 2024-02-15 5000 5171 -171 -171 PRINCIPAL MIDCAP FUND P 2022-03-30 2024-07-18 4632 4214 418 418 TRP INTL P 2022-11-23 2024-04-04 9046 7659 1387 1387 VANGUARD FTSE ALL-WORLD P 2021-03-05 2023-10-30 6462 8319 -1857 -1857 11329 425 425 425 1264 1264 839 839 false false false false false false false true true IA true false false false false true N/A CHRISTOPHER M JACOBSEN CPA 5154328636 817 KEELER ST BOONE IA 50036 false false false false false false false false false false false false false false false false false false false false HONORABLE MARK TRUEBLOOD PO BOX 694 OGDEN IA 50212 PRESIDENT 1.00 0 0 0 HONORABLE TOM BROWN 304 S WATER ST MADRID IA 50156 VICE PRES 1.00 0 0 0 HONORABLE ELIJAH STINES 923 EIGHTH ST BOONE IA 50036 SECRETARY/TR 1.00 0 0 0 MR ERICH KRETZINGER 201 STATE STREET BOONE IA 50036 DIRECTOR 1.00 0 0 0 HONORABLE DON PORTER 112 PILOT ST PILOT MOUND IA 50223 DIRECTOR 1.00 0 0 0 NONE NONE N/A 802484 13662 0 816146 816146 12242 803904 40195 40195 425 425 39770 39770 39770 39200 39200 39770 38606 39200 38606 594 39176 LOWREY CHARITABLE FOUNDATION PO BOX 550 BOONE IA 50036 5154324211 SEE ATTACHED NONE AWARDS ARE LIMITED TO ORGANIZATIONS LOCATED IN BOONE COUNTY, IOWA. THREE SCHOLARSHIPS ARE GIVEN ANNUALLY TO BOONE COUNTY HIGH SCHOOL SENIORS WHO WILL BE ATTENDING DES MOINES AREA COMMUNITY COLLEGE (DMACC) IN BOONE, IOWA. APPLICATIONS ARE PROVIDED TO HIGH SCHOOL COUNSELORS AND THE DMACC SCHOLARSHIP COMMITTEE THEN CHOOSES ONE STUDENT FROM EACH HIGH SCHOOL TO RECEIVE THE SCHOLARSHIP. THE ENTIRE SCHOLARSHIP CHECK IS WRITTEN DIRECTLY TO DMACC WITH INSTRUCTIONS TO RETURN THE FUNDS TO THE FOUNDATION IF THE STUDENT DOES NOT MAINTAIN ENROLLMENT. CHILD CARE JUNCTION 1111 S LINN ST BOONE IA 50036 EXEMPT CHARITABLE 2500 CITY OF BOXHOLM PO BOX 184 BOXHOLM IA 50040 PUBLIC CHARITABLE 2500 CITY OF PILOT MOUND PO BOX 100 PILOT MOUND IA 50223 EXEMPT CHARITABLE 3700 DES MOINES YMCA CAMP 1192 166TH DR BOONE IA 50036 EXEMPT CHARITABLE 4000 ERICSON PUBLIC LIBRARY 702 GREENE ST BOONE IA 50036 EXEMPT CHARITABLE 3000 IMMANUEL LUTHERAN CHURCH 119 SW 2ND ST OGDEN IA 50212 EXEMPT CHARITABLE 3000 LEONARD A GOOD COMMUNITY LIBRARY 208 W MULBERRY ST OGDEN IA 50212 EXEMPT CHARITABLE 3000 MADRID PERFORMING ARTS COUNCIL 703 E 6TH ST MADRID IA 50156 EXEMPT CHARITABLE 3000 MADRID PUBLIC LIBRARY 100 W 3RD ST MADRID IA 50156 EXEMPT CHARITABLE 4000 OGDEN COMMUNITY SCHOOLS 313 E WALNUT ST OGDEN IA 50212 PUBLIC CHARITABLE 3000 OGDEN FFA 732 W DIVISION ST OGDEN IA 50212 EXEMPT CHARITABLE 3000 OGDEN HIGH SCHOOL AFTER PROM 313 E WALNUT ST OGDEN IA 50212 EXEMPT CHARITABLE 1500 STAN FRIESEN SENIOR TRIP PO BOX 530 OGDEN IA 50212 EXEMPT CHARITABLE 1500 TRINITY LUTHERAN SCHOOL 712 12TH ST BOONE IA 50036 EXEMPT CHARITABLE 1500 39200 14 14 30766 11329 30766 11329 42095 false false false false false false false false false false ACCOUNTING 3785 1000 AMERICAN AVNT SC 6475 8229 ARTISAN INTL SMALL-MID 7753 8379 BRIDGE BUILDER CORE BOND 151000 135985 BRIDGE BUILDER CORE PLUS BOND 196518 175969 BRIDGE BUILDER INTL EQUITY 66885 82770 BRIDGE BUILDER LARGE GROWTH 64280 96507 BRIDGE BUILDER LARGE VALUE 70028 99414 BRIDGE BUILDER SMALL MID GROWTH 20383 22815 BRIDGE BUILDER SMALL MID VALUE 21210 31399 DFA INTERNATIONAL VALUE 6935 7928 FED NATL MTG 2002-33 CL LL 996 1009 FED NATL MTG 2002-48 CL LL 1033 1042 ISHARES CORE S&P 500 22347 24370 ISHARES RS MD-C 7361 7707 JPM US GOVT MNY MKT 3937 6209 MAINSTAY MACKAY HIGH YLD 41540 39555 NEW YORK MUNI 15514 15023 PIMCO INTL BOND FD 15533 15957 PRINCIPAL MIDCAP FUND 19885 24156 TRP INTL STOCK 6298 7945 VANGUARD FTSE ALL-WORLD WAL-MART STORES INC 19573 20938 EXPENSES MISCELLANEOUS 419 OFFICE EXPENSE 17 LEGAL 500 INVESTMENT PROGRAM FEES 10520 10520