2025-10-06T10:35:27-05:00 2024-12-31 420946155 HONKAMP PC 1751 BOYSON ROAD SUITE A HIAWATHA IA 52233 990PF 2024-01-01 752342746 LAVERN T BUSSE & AUDREY BUSSE FOUNDATION LAVE 3193959636 2129 NORTH TOWNE LANE NE STE B CEDAR RAPIDS IA 52402 JEFF BUSSE TRUSTEE 3193959636 2025-09-15 1 0 KYLE S KUNZ CPA P01595041 3193783370 2025-09-15 2024 2025-03-06 01:10:19Z X 105578146 X 302335 51231 51231 667169 667169 12600 1782512 12600 1033335 731000 88875 0 88875 5299 2650 2649 115741 115741 0 22532 24 7508 1571 0 1571 234018 118415 100603 2837487 2837487 3071505 118415 2938090 -2038170 612585 1066514 1307784 1307784 13627650 13733442 104270362 14694164 15041226 105578146 315875 295608 315875 295608 X 0 0 0 0 14378289 14745618 14378289 14745618 14694164 15041226 14378289 -2038170 2415686 14755805 10187 14745618 TD AMERITRADE 2024-01-01 2024-12-31 129417 139982 -10565 -10565 TD AMERITRADE 2024-01-01 2024-12-31 946146 117834 828312 828312 CHARLES SCHWAB 2024-01-01 2024-12-31 551959 37387 514572 514572 CHARLES SCHWAB 2024-01-01 2024-12-31 154990 1474709 -1319719 -1319719 12600 8515 0 8515 0 8515 15396 0 0 0 15396 X 70 6811 6811 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 1 1 N/A JEFFREY BUSSE 3193959636 2129 NORTH TOWNE LANE NE STE B CEDAR RAPIDS IA 52402 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAVERN T BUSSE 2310 HERITAGE GREEN DRIVE HIAWATHA IA 52233 PRESIDENT/TRUSTEE 4.00 0 0 0 AUDREY BUSSE 2310 HERITAGE GREEN DRIVE HIAWATHA IA 52233 TREASURER/TRUSTEE 2.00 0 0 0 JEFFREY BUSSE 6718 COTTAGE HILL LANE NE CEDAR RAPIDS IA 52411 EXECUTIVE DIRECTOR/SECRETARY/TRUSTEE 12.00 77500 0 0 MONICA BUSSE 6718 COTTAGE HILL LANE NE CEDAR RAPIDS IA 52411 VICE PRESIDENT/TRUSTEE 2.00 0 0 0 ANNA BUSSE 6718 COTTAGE HILL LANE NE CEDAR RAPIDS IA 52411 ASST SECRETARY/TRUSTEE 2.00 0 0 0 GRACE BUSSE 6718 COTTAGE HILL LANE NE CEDAR RAPIDS IA 52411 ASST TREASURER/TRUSTEE 2.00 0 0 0 MICHELE BUSSE 6718 COTTAGE HILL LANE NE CEDAR RAPIDS IA 52411 TRUSTEE 5.00 11375 0 0 NONE 0 KEYSTONE INVESTMENT ADVISORS INC 2129 NORTH TOWNE LN NE CEDAR RAPIDS IA 52402 INVESTMENT ADVISORY - SEE STATEMENT 14 115716 0 0 88637091 1199316 0 89836407 0 0 89836407 1347546 88488861 4424443 4424443 8515 8515 4415928 0 4415928 0 4415928 2938090 0 2938090 4415928 2482860 0 0 2938090 2482860 0 0 455230 0 0 0 0 0 0 0 0 3960698 0 0 0 LAVERN T BUSSE JEFFREY BUSSE X ADVISORY COMMITTEE PUBLIC CHARITY INC 2129 N TOWNE LN SE STE B CEDAR RAPIDS IA 52402 PUBLIC CHARITY GENERAL OPERATING BUDGET 9591 BOYS & GIRLS CLUB OF THE COORIDOR 420 6TH ST SE 240 CEDAR RAPIDS IA 52401 PUBLIC CHARITY GENERAL OPERATING BUDGET 455998 CHURCH OF THE LIVING WORLD 420 1ST AVE NE HAMPTON IA 50266 PUBLIC CHARITY GENERAL OPERATING BUDGET 5000 COMMUNITY FOUNDATION OF JOHNSON COUNTY 501 12TH AVE STE 102 CORALVILLE IA 52241 PUBLIC CHARITY GENERAL OPERATING BUDGET 50121 GRACE LUTHERAN CHURCH 1515 S 15TH ST PRAIRIE DU CHIEN WI 53821 PUBLIC CHARITY GENERAL OPERATING BUDGET 1000 HEDRICK FIRE DEPARTMENT PO BOX 65 HEDRICK IA 52563 PUBLIC CHARITY GENERAL OPERATING BUDGET 7500 HOUSE OF HOPE 845 W 4TH ST WATERLOO IA 50702 PUBLIC CHARITY GENERAL OPERATING BUDGET 2500 JUNIOR ACHIEVEMENT OF EASTERN IOWA INC 324 3RD STREET SE STE 200 CEDAR RAPIDS IA 524011841 PUBLIC CHARITY GENERAL OPERATING BUDGET 26600 KEOKUK COUNTY HOSPICE 420 N MAIN ST SIGOURNEY IA 52591 PUBLIC CHARITY GENERAL OPERATING BUDGET 5000 BUSSE FOUNDATION FUND AT DAFGIVING360 6718 COTTAGE HILL LN NE CEDAR RAPIDS IA 52411 PUBLIC CHARITY GENERAL OPERATING BUDGET 1754990 LINN COUNTY TRAILS ASSOCIATION PO BOX 2681 CEDAR RAPIDS IA 52406 PUBLIC CHARITY GENERAL OPERATING BUDGET 25270 MAYO CLINIC DEPT OF DEVELOPMENT 200 FIRST ST SW ROCHESTER MN 55905 PUBLIC CHARITY GENERAL OPERATING BUDGET 42924 MERCY MEDICAL CENTER FOUNDATION 701 10TH STREET SE CEDAR RAPIDS IA 52403 PUBLIC CHARITY GENERAL OPERATING BUDGET 103920 MIRICLE IN MOTION 2049 120TH ST NW SWISHER IA 52338 PUBLIC CHARITY GENERAL OPERATING BUDGET 50415 MOUNT MERCY UNIVERSITY 1330 ELMHURST DR NE CEDAR RAPIDS IA 52402 PUBLIC CHARITY GENERAL OPERATING BUDGET 55888 NOTRE DAME ACE 107 CAROLE SANDNER HALL NOTRE DAME IN 46556 PUBLIC CHARITY GENERAL OPERATING BUDGET 25000 STEADY RUN TOWNSHIP TRUSTEES 17654 315TH ST HEDRICK IA 52563 PUBLIC CHARITY GENERAL OPERATING BUDGET 7500 TANAGER PLACE 2309 C STREET SW CEDAR RAPIDS IA 52404 PUBLIC CHARITY GENERAL OPERATING BUDGET 92120 UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT ONE WEST PARK RD IOWA CITY IA 52242 PUBLIC CHARITY GENERAL OPERATING BUDGET 100913 WARTBURG COLLEGE 100 WARTBURG BLVD WAVERLY IA 50677 PUBLIC CHARITY GENERAL OPERATING BUDGET 15237 2837487 0 14 51231 14 667169 18 12600 0 731000 0 731000 0 0 0 0 0 0 0 0 0 0 X X 1 JEFFREY BUSSE 2129 N TOWNE LANE NE SUITE B CEDAR RAPIDS IA 52402 302335 X 1 2,300 SHARES OF NVDA 302335 2024-10-08 ACCOUNTING FEE 5299 2650 2649 JEFFREY MONICA ANNA GRACE & MICHELLE BUSSE THE FOUNDATION PAYS KEYSTONE INVESTMENT ADVISORS, INC. FOR INVESTMENT ADVISORY SERVICES. SEE STMT 14 FOR FURTHER EXPLANATION. PART VI-B LINE 1(A)(4) THE INVESTMENT ADVISORY FEE WAS ENTIRELY PAID TO KEYSTONE INVESTMENT ADVISORS, INC. KEYSTONE INVESTMENT ADVISORS, INC. IS ENTIRELY OWNED BY DISQUALIFIED PERSONS. THE INVESTMENT ADVISORY FEE IS FOR PROFESSIONAL SERVICES THAT ARE REASONABLE AND NECESSARY, AS DETERMINED BY AN ENTIRELY INDEPENDENT FOUNDATION COMMITTEE AFTER REVIEW OF CORRESPONDING DATA FROM TEN COMPARABLE PRIVATE FOUNDATIONS. CHARLES SCHWAB 13733442 104270362 TIMING DIFFERENCE 6419 MISC. ADJUSTMENTS 3768 OTHER EXPENSES 1571 0 1571 FMV OF CONTRIBUTION VERSUS COST BASIS 2415686 STOCK OPTIONS 315875 295608 ADVISORY FEES 115741 115741 0 FOREIGN TAX PAID 24 24 0 FEDERAL TAXES 15000 0 0 PAYROLL TAXES 7508 0 7508