2025-04-23T08:06:29-07:00 2024-12-31 421443361 TARBELL & CO PLC 1466 28TH STREET SUITE 100 WEST DES MOINES IA 50266 990PF 2024-01-01 391891960 CARLSON FAMILY FOUNDATION CARL 5152785764 3811 127TH STREET URBANDALE IA 50323 DEAN CARLSON President 2025-04-23 true true David Wall CPA P01420805 5152820200 2024 2025-03-06 01:10:19Z X 12162642 X X 265125 265125 787481 1828219 787481 1052606 1052606 1025 512 513 6122 6122 7147 6634 513 1870000 1870000 1877147 6634 1870513 -824541 1045972 247701 432044 432044 6380323 5371439 11730598 6628024 5803483 12162642 0 X 6628024 5803483 6628024 5803483 6628024 5803483 6628024 -824541 5803483 5803483 699.453 WASH MUTL INVS FD INC P 2024-01-01 2024-12-31 42594 40994 1600 1600 3909.42520 DOW INC P 2022-01-01 2024-05-30 223859 178862 44997 44997 3190.36793 DUPONT DE NEMOURS INC P 2022-01-01 2024-05-30 260196 196683 63513 63513 767 ENBRIDGE INC P 2022-12-21 2024-05-30 27221 29963 -2742 -2742 8110.232 WASH MUTL INVS FD INC CLASS A P 2021-01-01 2024-07-08 493881 450195 43686 43686 82 ALCON INC P 2011-05-24 2024-05-30 7133 3054 4079 4079 854.5748 DOW INC P 2008-01-01 2024-05-30 48934 27410 21524 21524 854.57478 DUPONT DE NEMOURS INC P 2008-01-01 2024-05-30 69696 40223 29473 29473 639 SPDR S&P 500 TRUST ETF P 2002-01-01 2024-08-30 357875 73354 284521 284521 Capital Gain Dividends 296830 787481 14539 14539 14539 6044 6044 8495 0 false false false false false false false true true IA true false false false false true N/A C DEAN CARLSON 5152785764 3811 127TH STREET URBANDALE IA 50323 false false false false false false false false false false false false false false false false false false false false false false DEAN CARLSON 3811 127TH STREET URBANDALE IA 50323 President 15.00 0 SANDRA CARLSON 3811 127TH STREET URBANDALE IA 50323 Secretary 1.00 0 TIMOTHY A CARLSON 9114 ILTIS DR URBANDALE IA 50323 Vice President 1.00 0 JODY CARLSON 9114 ILTIS DR URBANDALE IA 50323 Director 1.00 0 NONE NONE 12508660 0 0 12508660 0 12508660 187630 12321030 616052 616052 14539 14539 601513 601513 601513 1870513 1870513 601513 1870513 0 601513 1269000 1269000 0 1269000 DEAN CARLSON X FOOD BANK OF IOWA 2220 E 17TH STREET DES MOINES IA 50316 NONE PC FOOD 50000 LOVE INC 2959 PLUMBERS WAY 160 LIBERTY MO 64068 NONE PC YOUTH SERVICES 50000 GREATER KC COMMUNITY FOUNDATION 1055 BROADWAY 130 KANSAS CITY MO 64118 NONE PC YOUTH SERVICES 5000 HILLSIDE OPENING POSSIBILITIES 900 NE VIVION ROAD KANSAS CITY MO 64118 NONE PC YOUTH SERVICES 10000 MEALS FROM THE HEARTLAND PO BOX 71606 CLIVE IA 50325 NONE PC MEALS FOR THE POOR 60000 THE CONNECTION CAFE 600 6TH AVE DES MOINES IA 50325 NONE PC MEALS FOR THE POOR 25000 AMERICAN RED CROSS 2116 GRAND AVE DES MOINES IA 50312 NONE PC GENERAL FUND 25000 DMARC 1435 MULBERRY STREET DES MOINES IA 50309 NONE PC GENERAL FUND 60000 HABITAT FOR HUMANITY 2200 E EUCLID AVE DES MOINES IA 50317 NONE PC GENERAL FUND 50000 CYSTIC FIBROSIS FOUNDATION 6931 ARLINGTON RD BETHESDA MD 20814 NONE PC GENERAL FUND 60000 IOWA HOMELESS YOUTH CENTERS 420 KELLOGG AVE AMES IA 50010 NONE PC GENERAL FUND 60000 FELLOWSHIP OF CHRISTIAN ATHLETES 2600 GRAND AVE 114 DES MOINES IA 50312 NONE PC GENERAL FUND 50000 GRAND VIEW UNIVERSITY 1200 GRANDVIEW AVE DES MOINES IA 50316 NONE PC GENERAL FUND 30000 PLANNED PARENTHOOD OF THE HEARTLAND 1171 7TH ST DES MOINES IA 50314 NONE PC GENERAL FUND 30000 IOWA PUBLIC RADIO 2111 GRAND AVE DES MOINES IA 50312 NONE PC GENERAL FUND 35000 SUNFLOWER HOUSE INC 15440 WEST 65TH ST SHAWNEE KS 66217 NONE PC YOUTH SERVICES 20000 CIVIC CENTER OF GREATER DES MOINES 221 WALNUT STREET DES MOINES IA 50309 NONE PC YOUTH SERVICES 40000 CHILDRENS CANCER CONNECTION 2708 GRAND AVE DES MOINES IA 50312 NONE PC YOUTH SERVICES 40000 ROSE BROOKS PO BOX 320599 KANSAS CITY MO 64132 NONE PC YOUTH SERVICES 15000 LUTHERAN SERVICES IN IOWA 3116 UNIVERSITY AVE DES MOINES IA 50311 NONE PC YOUTH SERVICES 35000 HOPE MINISTRIES PO BOX 862 DES MOINES IA 50304 NONE PC GENERAL FUND 50000 EVERYSTEP 3000 EASTON BLVD DES MOINES IA 50317 NONE PC GRIEF 50000 NEWHOUSE PO BOX 240019 KANSAS CITY MO 64124 NONE PC GENERAL FUND 25000 OPERATION BREAKTHROUGH 3039 TROOST AVE KANSAS CITY MO 64109 NONE PC YOUTH SERVICES 20000 ELLIPSIS PO BOX 39 JOHNSTON IA 50131 NONE PC YOUTH SERVICES 550000 BOYSGIRLS CLUB 1421 WALKER STREET DES MOINES IA 50316 NONE PC GENERAL FUND 25000 REHOPE 25713 S STATE HARRISON MO 64701 NONE PC GENERAL FUND 30000 MIND AND SPIRIT 8553 URBANDALE AVE URBANDALE IA 50322 NONE PC COUNSELING 50000 NAMI IOWA 3839 MERLE HAY ROAD DES MOINES IA 50310 NONE PC GEN FUND 10000 NUTRITION SERVICES 7111 AURORA AVE URBANDALE IA 50322 NONE PC GEN FUND 5000 CATHOLIC CHARITIES OF NE KS 9720 W 87TH ST OVERLAND PARK KS 66212 NONE PC GEN FUND 5000 URBANDALE FOOD PANTRY 7611 DOUGLAS AVE URBANDALE IA 50322 NONE PC FOOD PANTRY 300000 1870000 14 265125 18 787481 1052606 1052606 false false false false false false false false false false TAX PREPARATION 1025 512 0 513 CARLSON FAMILY FOUNDATION DONATED $1,870,000 DURING THE 2024 FISCAL YEAR BY 3/15/2025 TO SATISFY THE REQUIREMENT TO OBTAIN CONDUIT STATUS FOR FISCAL YEAR 2024 THEREBY DONATING 100% OF CONTRIBUTIONS RECEIVED IN FISCAL YEAR 2024. FOREIGN TAX PAID 265 265 FEDERAL TAX PAID 6044 6044 FEDERAL TAX REFUND 187 -187