2025-11-11T13:21:30-08:00 2024-12-31 203389874 Pottebaum & Van Bruggen 51 St Andrews Way Sioux Center IA 51250 990PF 2024-01-01 263813792 TIMOTHY J SANDBULTE FAMILY FOUNDATION TIMO 7127224478 943 RIDGE ROAD SIOUX CENTER IA 51250 TIMOTHY SANDBULTE President 2025-11-11 true true TODD VAN BRUGGEN P00889377 7122177700 2024 2025-03-06 01:10:19Z X 0 X X 644 644 644 2154 2154 2154 44810 409406 44810 10250 47608 47608 13048 1289 158 1447 0 0 364000 364000 365447 0 364000 -317839 47608 13048 28686 75641 364793 1 393480 75641 0 0 X 393480 75641 393480 75641 393480 75641 393480 -317839 75641 75641 113.636 COHEN & STEERS REAL ESTATE SECURITIES I P 2023-06-02 2024-03-01 1875 1738 137 137 175.000 ISHARES INC CORE MSCI EMERGING MKTS EFT P 2023-06-01 2024-01-03 8690 8408 282 282 180.000 ISHARES INC CORE MSCI EMERGING MKTS EFT P 2023-06-01 2024-03-01 9162 8648 514 514 227.000 ISHARES TR RUS MID CAP ETF P 2023-11-09 2024-01-03 17302 15383 1919 1919 202.000 ISHARES TR RUS MID CAP ETF P 2023-11-09 2024-03-01 16362 13689 2673 2673 3402.597 LORD ABBETT SHORT DURATION INCOME CL I P 2023-06-01 2024-01-03 13100 13066 34 34 11402.091 LORD ABBETT SHORT DURATION INCOME CL I P 2023-06-01 2024-03-01 43784 43784 422.164 LORD ABBETT SHORT DURATION INCOME CL I P 2023-11-09 2024-03-01 1621 1600 21 21 38.000 VANGUARD DEVELOPED MARKETS INDEX FUND ET P 2023-11-09 2024-03-01 1863 1660 203 203 93.000 VANGUARD INDEX FDS P 2023-06-01 2024-01-03 13934 12575 1359 1359 4.000 VANGUARD INDEX FDS P 2023-06-02 2024-01-03 599 552 47 47 141.000 VANGUARD INDEX FDS P 2024-03-01 2024-03-01 22021 19066 2955 2955 3.000 VANGUARD SMALL-CAP INDEX FUND P 2024-03-01 2024-03-01 661 555 106 106 15.548 DODGE & COX INCOME CL P 2018-06-26 2024-01-03 195 214 -19 -19 44.772 DODGE & COX INCOME CL P 2018-09-25 2024-01-03 563 617 -54 -54 46.891 DODGE & COX INCOME CL P 2019-03-26 2024-01-03 589 647 -58 -58 3346.502 DODGE & COX INCOME CL P 2020-11-10 2024-01-03 42057 49543 -7486 -7486 697.764 DODGE & COX INCOME CL P 2021-06-02 2024-01-03 8769 10000 -1231 -1231 63.000 ISHARES CORE S&P 500 ETF P 2019-11-12 2024-01-03 29739 19531 10208 10208 63.000 ISHARES CORE S&P 500 ETF P 2019-11-12 2024-03-01 32274 19531 12743 12743 25000.000 LINN CNTY ORE CMNTY SCH DIST NO 9 P 2011-08-30 2024-03-01 24958 25441 -483 -483 65.000 SPDR FTSE/MACQUARIE GLOBAL INFRASTRUCTUR P 2020-09-25 2024-01-03 3460 2848 612 612 75.000 SPDR FTSE/MACQUARIE GLOBAL INFRASTRUCTUR P 2020-09-25 2024-03-01 3880 3286 594 594 634.000 VANGUARD DEVELOPED MARKETS INDEX FUND ET P 2020-11-10 2024-01-03 29782 27931 1851 1851 612.000 VANGUARD DEVELOPED MARKETS INDEX FUND ET P 2020-11-10 2024-03-01 30009 26962 3047 3047 28.000 VANGUARD INDEX FDS P 2019-11-12 2024-01-03 8488 4832 3656 3656 30.000 VANGUARD INDEX FDS P 2019-11-12 2024-03-01 10226 5177 5049 5049 58.000 VANGUARD INDEX FDS P 2020-11-10 2024-01-03 8690 6617 2073 2073 101.000 VANGUARD REAL ESTATE ETF P 2020-09-25 2024-01-03 8839 7446 1393 1393 71.000 VANGUARD REAL ESTATE ETF P 2020-09-25 2024-03-01 6087 5234 853 853 25.000 VANGUARD SMALL-CAP INDEX FUND P 2020-11-10 2024-01-03 5199 4356 843 843 21.000 VANGUARD SMALL-CAP INDEX FUND P 2020-11-10 2024-03-01 4628 3659 969 969 44810 10250 662 662 662 X 9 671 0 false false false false false false false false true IA true false false false false true N/A POTTEBAUM & VAN BRUGGEN 7122177700 51 ST ANDREWS WAY SIOUX CENTER IA 51250 false false false false false false false false false false false false false false false false false false false false false false TIMOTHY SANDBULTE 943 RIDGE ROAD SIOUX CENTER IA 51250 President 0.00 0 TOM SANDBULTE 3180 430TH ST SIOUX CENTER IA 51250 Vice President 0.00 0 NONE NONE SUPPORT OF LOCAL CHARITIES 0 0 0 0 0 0 0 0 0 0 662 662 662 662 0 364000 364000 0 459 3967 18500 22926 364000 0 364000 386926 0 459 386467 3967 18500 364000 X NCC FOUNDATION 603 WEST PARK ST SHELDON IA 51201 NA SUPPORT FOR THEIR OPERATIONS. 4000 KIWANIS 251 N MAIN AVE SIOUX CENTER IA 51250 NA SUPPORT FOR THEIR OPERATIONS. 5000 VFW 262 1ST AVE NE SIOUX CENTER IA 51250 NA SUPPORT FOR THEIR OPERATIONS. 10000 AMERICAN LEGION 262 1ST AVE NW SIOUX CENTER IA 51250 NA SUPPORT FOR THEIR OPERATIONS. 20000 FAMILY CRISIS CENTERS OF NW IOWA 601 4TH AVE SIOUX CENTER IA 51250 NA SUPPORT FOR THEIR OPERATIONS. 10000 HOME MINISTRIES 101 19TH ST SIOUX CENTER IA 51250 NA SUPPORT FOR THEIR OPERATIONS. 15000 SIOUX CENTER COMMUNITY FOUNDATION 335 1ST AVE NW SIOUX CENTER IA 51250 NA SUPPORT FOR THEIR OPERATIONS. 80000 MIDWEST HONOR FLIGHT 282 1ST AVE NW SIOUX CENTER IA 51250 NA SUPPORT FOR THEIR OPERATIONS. 75000 SIOUX CENTER FIRE FIGHTERS ASSOCIAT PO BOX 104 SIOUX CENTER IA 51250 NONE SUPPORT FOR THEIR OPERATIONS. 25000 SIOUX CENTER AMBULANCE 410 N MAIN AVE SIOUX CENTER IA 51250 SUPPORT FOR THEIR OPERATIONS. 25000 SIOUX CENTER PUBLIC LIBRARY 102 S MAIN AVE SIOUX CENTER IA 51250 SUPPORT FOR THEIR OPERATIONS. 25000 HAWARDEN 24 FLOOD RELIEF 920 AVE E HAWARDEN IA 51250 SUPPORT FOR THEIR OPERATIONS. 25000 FRIENDS OF ROCK VALLEY FOUNDATION PO BOX 92 ROCK VALLEY IA 51250 SUPPORT FOR THEIR OPERATIONS. 25000 JUSTICE FOR ALL 1335 VALLEY DR ROCK VALLEY IA 51247 SUPPORT FOR THEIR OPERATIONS. 10000 ATLAS OF SIOUX CENTER 540 N MAIN AVE SIOUX CENTER IA 51250 SUPPORT FOR THEIR OPERATIONS. 10000 364000 644 2154 44810 47608 47608 false false false false false false false false false false INVESTMENT FEES 1289 0 0 0 TAXES 158