2025-12-15T18:16:45-05:00 2025-07-31 421017239 HENKEL & ASSOCIATES PC 817 KEELER ST BOONE IA 50036 990PF 2024-08-01 237077607 ADOLPH & ROSETTA PETERSON CHARITY FOUNDATION ADOL 5152905375 602 S MARKET ST MADRID IA 50156 EMILY MCCARTY SECRETARY/TREASURER 5152905375 2025-12-10 false PAUL JACOBSEN P00031728 5154328636 2025-12-10 2024 2025-03-06 01:10:19Z X 408245 X X 10821 10821 10821 3895 3895 3895 13279 77332 13279 27995 27995 14716 400 270 270 130 2150 1892 1892 258 127 2876 2876 5553 5038 2162 388 18000 18000 23553 5038 2162 18388 4442 22957 12554 2500 2282 2282 36294 6128 6128 158870 188871 182642 163172 167997 212858 4335 360836 365278 408245 0 X 360836 365278 360836 365278 360836 365278 360836 4442 365278 365278 MUTUAL FUNDS P 2024-08-01 2025-07-31 3301 3477 -176 -176 MUTUAL FUNDS P 2023-07-31 2025-07-31 66629 60576 6053 6053 13279 319 319 319 319 false false false false false false true true IA true false false false false true N/A EMILY MCCARTY 5152905375 602 S MARKET STREET MADRID IA 50156 false false false false false false false false false false false false false false false false false false false false EMILY MCCARTY 602 S MARKET STREET MADRID IA 50156 SECRETARY/TR 2.00 400 0 0 GABE BOWERS 811 KEELER STREET BOONE IA 50036 VICE PRESIDE 2.00 0 0 0 CARL BERGSTROM 936 I AVE OGDEN IA 50212 DIRECTOR 1.00 0 0 0 MEREDITH MAHONEY NEREM 710 KEELER ST BOONE IA 50036 PRESIDENT 2.00 0 0 0 SUSAN BARKER 712 E 1ST ST MADRID IA 50156 DIRECTOR 1.00 0 0 0 MATT HAU 703 E 6TH ST MADRID IA 50156 DIRECTOR 1.00 0 0 0 CHELSEA JOHNSEN 1696 280TH ST MADRID IA 50156 DIRECTOR 1.00 0 0 0 NONE NONE N/A 396530 5540 0 402070 402070 6031 396039 19802 19802 319 319 19483 19483 19483 18388 18388 19483 2080 2080 18388 18388 1095 1095 985 0 985 985 EMILY MCCARTY 602 S MARKET ST MADRID IA 50156 5152905375 A WRITTEN REQUEST FOR ASSISTANCE ADDRESSED TO THE FOUNDATION'S BOARD OF DIRECTORS FROM THE ORGANIZATION APPLYING FOR ASSISTANCE MUST BE RECEIVED PRIOR TO THE ANNUAL OR SPECIAL MEETING MUST BE A CHARITABLE OR PUBLIC ORGANIZATION PROVIDING BENEFITS TO THE NEEDY PEOPLE OF BOONE COUNTY, IOWA. MUST QUALIFY AS A SECTION 501(C)(3) OR A PUBLIC ORGANIZATION. BOONE COUNTY YOUTH & SHELTER SVCS 105 S MARSHALL BOONE IA 50036 501(C)(3) CONTRIBUTION 3500 BOONE COUNTY PROBATION 105 S MARSHALL STREET BOONE IA 50036 501(C)(3) CONTRIBUTION 2500 HOME CARE BOONE COUNTY HOSPITAL 105 S MARSHALL STREET BOONE IA 50036 501(C)(3) CONTRIBUTION 2625 DES MOINES Y CAMP 1192 166TH DRIVE BOONE IA 50036 501(C)(3) CONTRIBUTION 1750 BOONE COUNTY RSVP 900 W MAMIE EISENHOWER BOONE IA 50036 501(C)(3) CONTRIBUTION 625 IOWA GARDENING FOR GOOD 2191 340TH ST MADRID IA 50156 501(C)(3) CONTRIBUTION 1000 LUTHERAN SERVICES IN IOWA 1523 S BELL AVE STE 105 AMES IA 50010 501(C)(3) CONTRIBUTION 1500 TIGER TOTS COMMUNITY CHILD CARE CTR 613 W NORTH ST MADRID IA 50156 501(C)(3) CONTRIBUTION 1000 ST PAULS UNITED CHURCH OF CHRIST 115 S CEDAR ST MADRID IA 50156 501(C)(3) CONTRIBUTION 2500 STAN FRIESEN SENIOR TRIP INC PO BOX 530 OGDEN IA 50212 501(C)(3) CONTRIBUTION 1000 18000 14 10821 14 3895 14 13279 27995 27995 false false false false false false false false false false PROFESSIONAL 2150 1892 1892 258 EDWARD JONES - CORPORATE 188871 182642 6128 6128 EDWARD JONES - MUTUAL FUNDS FMV 151483 192219 EDWARD JONES - ETF FMV 16514 20639 ACCRUED INVESMENT INCOME 4335 EXPENSES INSURANCE 100 100 MANAGEMENT/BANK FEES 2776 2776 FEDERAL EXCISE TAX 127