2025-08-08T09:12:40-05:00 2025-03-31 420714325 RSM US LLP 400 LOCUST STREET SUITE 640 DES MOINES IA 503092354 990PF 2024-04-01 454091974 FIRST SECURITY FOUNDATION FIRS 6412282343 809 CLARK ST CHARLES CITY IA 506162217 BRAD MILLER TREASURER 6412282343 2025-07-11 1 1 KATHY FAIRCHILD P00222608 5155586600 2025-07-11 2024 2025-03-06 01:10:19Z X 157864 X X 6193 6193 1355 1355 8042 56979 8042 15590 15590 0 0 0 0 0 1103 552 0 552 74 0 0 0 50 50 0 0 1227 602 0 552 113000 113000 114227 602 0 113552 -98637 14988 0 165266 95566 95962 74481 45544 61902 239747 141110 157864 0 0 X 0 0 0 0 239747 141110 239747 141110 239747 141110 239747 -98637 0 141110 0 141110 PUBLICLY TRADED SECURITIES 56979 48937 8042 8042 8042 208 0 208 0 208 0 0 0 0 0 0 208 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 N/A BRAD MILLER 6412282343 809 CLARK STREET CHARLES CITY IA 50616 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RONALD K NOAH 401 KELLY STREET CHARLES CITY IA 50616 PRESIDENT 0.10 0 0 0 J RICHARD HERBRECHTSMEYER 812 9TH STREET CHARLES CITY IA 50616 VICE PRESIDENT, DIRECTOR 0.10 0 0 0 BRAD MILLER 809 CLARK STREET CHARLES CITY IA 50616 TREASURER, DIRECTOR 0.10 0 0 0 HANNAH CHAMBERS 809 CLARK STREET CHARLES CITY IA 50616 SECRETARY 0.10 0 0 0 BOYD CAMPBELL 1810 150TH STREET RUDD IA 50471 DIRECTOR 0.10 0 0 0 ROBERT D NOBLE 809 CLARK STREET CHARLES CITY IA 50616 DIRECTOR 0.10 0 0 0 NONE 0 NONE 0 0 89756 123486 0 213242 0 0 213242 3199 210043 10502 10502 208 208 10294 0 10294 0 10294 113552 0 113552 10294 0 0 44591 3551 41420 130359 59509 279430 113552 0 0 0 10294 103258 0 0 382688 0 0 0 0 0 0 44591 338097 3551 41420 130359 59509 103258 BRAD MILLER J RICHARD HERBRECHTSMEYER BOYD CAMPBELL RONALD K NOAH RICHARD HERBRECHTSMEYER 809 CLARK STREET CHARLES CITY IA 50616 6412282343 APPLICATION / CHARITABLE DONATION REQUEST FORM MAY BE OBTAINED FROM RICHARD HERBRECHTSMEYER DURING REGULAR BUSINESS HOURS NONE CHARITABLE ORGANIZATIONS SERVING THE FOLLOWING IOWA COMMUNITIES ONLY: AREDALE, CHARLES CITY, DUMONT, HAMPTON, IONIA, MANLY, MARBLE ROCK, NORA SPRINGS, RICEVILLE, ROCKFORD, ROCKWELL, RUDD, THORNTON CHICKASAW TOWNSHIP FIRE DISTRICT 205 SW ST IONIA IA 50645 PC GENERAL FUND 5000 CHARLES CITY POLICE DEPARTMENT 623 BECK STREET CHARLES CITY IA 50616 GOV GENERAL FUND 4000 AMERICAN PASSENGER TRAIN HISTORY MUSEUM 1010 NORTH GRAND AVENUE CHARLES CITY IA 50616 PC GENERAL FUND 7000 MITCHELL COUNTY MEMORIAL FOUNDATION 620 NORTH 8TH STREET OSAGE IA 50461 PC GENERAL FUND 10000 NORTH IOWA AREA COMMUNITY COLLEGE FOUNDATION 500 COLLEGE DR MASON CITY IA 504017213 SO I GENERAL FUND 25000 CITY OF FLOYD 617 MONROE STREET FLOYD IA 50435 GOV GENERAL FUND 10000 CITY OF MARBLE ROCK 105 S MAIN STREET MARBLE ROCK IA 50653 GOV GENERAL FUND 10000 COMPREHENSIVE SYSTEMS INC 1700 CLARK STREET PO BOX 457 CHARLES CITY IA 50616 PC GENERAL FUND 1000 CHARLES CITY PUBLIC LIBRARY FOUNDATION 106 MILWAUKEE MALL CHARLES CITY IA 50616 SO I GENERAL FUND 6000 GROW ROCKFORD TOGETHER ASSOCIATION PO BOX 192 ROCKFORD IA 50468 PC GENERAL FUND 10000 RICEVILLE FIRST FOUNDATION 802 C WOODLAND AVE RICEVILLE IA 50466 PC GENERAL FUND 25000 113000 0 14 6193 14 1355 18 8042 0 15590 0 15590 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 1103 552 0 552 FORM 990-PF, PART XV, LINE 1A: FIRST SECURITY BANK & TRUST CO IS THE SUBSTANTIAL CONTRIBUTOR OF THE ORGANIZATION. THE MANAGERS DISCLOSED ON PART XV, LINE 1A ARE CONSIDERED SUBSTANTIAL CONTRIBUTORS BASED ON THEIR BOARD POSITION WITH FIRST SECURITY BANK & TRUST CO. VANGUARD DIVIDEND APPRECIATION ETF AT COST 26244 32978 VANGUARD GROWTH ETF AT COST 19300 28924 BANK FEES 50 50 0 0 FEDERAL TAXES PAID 74 0 0 0