2025-04-23T15:10:24-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990PF 2024-01-01 426063935 WOLFE CATARACT FOUNDATION WOLF 6417546200 309 E CHURCH ST MARSHALLTOWN IA 50158 DAVID MOENCH CEO 6417546200 2025-04-10 1 0 DAVID LITTLE P01480921 3193632697 2025-04-10 2024 2025-03-06 01:10:19Z X 1123951 X 6050 X 20895 20895 13528 13528 6651 53227 125891 53227 93700 87650 0 0 0 3828 1914 1914 5101 0 0 1669 1669 0 5290 5290 0 15888 8873 1914 72706 72706 88594 8873 74620 5106 78777 27877 39098 39098 259354 211690 653654 192258 237614 227549 6000 6000 6000 203650 485489 494402 1123951 0 0 X 485489 494402 485489 494402 485489 494402 485489 5106 3807 494402 0 494402 PUBLICLY TRADED SECURITIES 125891 72664 53227 53227 53227 1095 0 1095 0 1095 0 0 0 0 0 X 50 1145 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 WWW.WOLFEEYECLINIC.COM DAVID MOENCH 6417546262 309 E CHURCH ST MARSHALLTOWN IA 50158 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN M GRAETHER 305 E CHURCH ST MARSHALLTOWN IA 50158 PRESIDENT 0.30 0 0 0 JAMES A DAVISON 305 E CHURCH ST MARSHALLTOWN IA 50158 VICE PRESIDENT 0.30 0 0 0 PETER RHEE 305 E CHURCH ST MARSHALLTOWN IA 50158 SECRETARY/TREASURER 0.30 0 0 0 DAVID D SAGGAU 305 E CHURCH ST MARSHALLTOWN IA 50158 BOARD MEMBER 0.30 0 0 0 PAUL S BOEKE 305 E CHURCH ST MARSHALLTOWN IA 50158 BOARD MEMBER 0.30 0 0 0 DAVE MOENCH 305 E CHURCH ST MARSHALLTOWN IA 50158 CEO STARTED NOV 2024 0.30 0 0 0 ERIC LOTHE 305 E CHURCH ST MARSHALLTOWN IA 50158 CEO THRU OCT 2024 0.30 0 0 0 NONE 0 NONE 0 0 939007 126365 203650 1269022 0 0 1269022 19035 1249987 62499 62499 1095 1095 61404 0 61404 0 61404 74620 0 74620 61404 15378 0 0 74620 15378 0 0 59242 0 0 0 0 0 0 0 0 2162 0 0 0 DAVE MOENCH 305 E CHURCH ST MARSHALLTOWN IA 50158 6417546200 A WRITTEN SUMMARY SHOULD BE MAILED TO THE FOUNDATION. THE SUMMARY SHOULD INCLUDE THE NAME OF THE APPLICANT AND A DESCRIPTION OF HOW THE GRANTEE FITS WITHIN THE RESTRICTIONS OUTLINED ON FORM 990-PF, PART XV, LINE 2D. AN ENTITY APPLICANT SHOULD ALSO INCLUDE PROOF OF 501(C)(3) PUBLIC CHARITY STATUS. AN INDIVIDUAL APPLICATE SHOULD ALSO INCLUDE PROOF OF FINANCIAL HARDSHIP. NONE ALL ENTITY GRANTS ARE RESTRICTED TO 501(C)(3) PUBLIC CHARITIES THAT PROVIDE ONE OR MORE OF THE FOLLOWING: 1. EDUCATIONAL MATERIALS TO THE GENERAL PUBLIC CONCERNING EYE HEALTH CARE 2. EDUCATIONAL MATERIALS TO PHYSICIANS, SURGEONS AND OPTOMETRISTS IN ALL FORMS OF DIAGNOSIS AND TREATMENT OF CATARACT, GLAUCOMA, AND ALLIED DISEASES 3. AID AND ASSISTANCE TO QUALIFIED INDIVIDUALS WITH IMPAIRED VISION THE FOUNDATION ALSO PROVIDES DIRECT AID AND ASSISTANCE TO MEMBERS OF THE GENERAL PUBLIC WITH IMPAIRED VISION THAT CAN DEMONSTRATE A SIGNIFICANT FINANCIAL HARDSHIP. ALL INDIVIDUAL APPLICANTS ARE LIMITED TO THOSE THAT CAN SUBSTANTIATE FINANCIAL HARDSHIP. CLINIC INVESTMENTS 1501 51ST ST NE CEDAR RAPIDS IA 52402 NC INDIGENT PATIENT CARE 4563 LINN COUNTY ANETHESIOLOGIST 1550 BOYSON RD HIAWATHA IA 52233 NC INDIGENT PATIENT CARE 2919 MERCY ONE 1111 6TH AVENUE DES MOINES IA 50314 PC INDIGENT PATIENT CARE 2345 METRO ANESTHESIA & PAIN MANAGEMENT 5901 WESTOWN PKWY STE 210 WEST DES MOINES IA 50266 NC INDINGENT PATIENT CARE 3937 PREVENT BLINDNESS IOWA 1111 9TH ST 250 DES MOINES IA 50314 PC INDINGENT PATIENT CARE 3500 STATE UNIVERSITY OF IOWA FOUNDATION 1 WEST PARK RD IOWA CITY IA 52242 PC WOLFE LECTURE FOUNDATION DONATION FOR EQUIPMENT SCHOLARSHIPS FOR UNIVERSITY OF IOWA RESIDENTS. 48800 DEBRA HEALTH 3509 E 29TH ST DES MOINES IA 50317 I INDIGENT PATIENT CARE 314 THE OCULAR OCTOPUS 2050 KEOKUK STREET IOWA CITY IA 52240 NC INDIGENT PATIENT CARE 1750 MERCYONE CEDAR FALLS MEDICAL CENTER 515 COLLEGE ST CEDAR FALLS IA 50613 PC INDIGENT PATIENT CARE 3578 MAKE-A-WISH 3009 100TH ST URBANDALE IA 50322 PC MAKE A WISH. CHILD'S REQUEST TO GET PROSTITC EYE 1000 72706 0 14 20895 16 6651 18 53227 0 80773 0 80773 1 NA 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 3828 1914 1914 THE FOUNDATION IS MAKING A CHOICE TO DESIGNATE THIS YEAR'S EXCESS QUALIFYING DISTIBUTIONS TO 2021'S UNDISTIBUTED INCOME. ISHARES CORE US AGGREGATE BOND - 315SH 34859 30524 MORGAN STANLEY BANK - 25000SH 25000 24535 SALLIE MAE BANK- 25000SH 25000 24870 VANGUARD SHORT TERM BOND - 285SH 22686 22022 VANGUARD TOTAL BOND MARKET - 430SH 35069 30921 ALLY BANK - 25000SH 25000 24677 CENTRAL STATE BANK CD #38425 4.60% 35000SH 35000 35000 CENTRAL STATE BANK CD #38426 4.50% 35000 35000 APPLE - 130SH 3788 32555 AUTOMATIC DATA PROCESSING - 102SH 5217 29858 ISHARES CORE S&P 500INDEX - 695SH 111611 409133 ISHARES RUSSELL 2000 INDEX - 200SH 15042 44192 ISHARES RUSSELL MID-CAP INDEX - 700SH 30773 61880 UNITEDHEALTH GROUP - 55SH 3081 27822 VANGUARD TOTAL INTERNATIONAL STOCK - 550SH 35017 32412 VISA-50SH 7161 15802 LAND 6000 0 6000 6000 INSURANCE 731 731 0 FERTILIZER 4559 4559 0 COST BASIS ADJUSTMENTS 3807 INVESTMENT FEES 5101 0 0 FOREIGN TAXES PAID 82 82 0 REAL ESTATE TAXES 1587 1587 0