2025-08-14T13:59:34-05:00 2024-09-30 331197384 ANDERSEN TAX LLC 699 WALNUT STREET SUITE 1260 DES MOINES IA 50309 990PF 2023-10-01 421482240 BURNETT FAMILY FOUNDATION BURN 5152443069 300 WALNUT STREET SUITE 270 DES MOINES IA 50309 ROBERT A BURNETT JR TRUSTEE 5152443069 2025-08-14 1 0 HOLLY LARSON P00843258 5152453737 2023 2025-03-06 01:10:19Z X 4764144 X 0 X 106735 106735 49501 553364 49501 156236 156236 0 0 0 0 0 4575 2288 0 2287 22870 22870 0 0 7907 0 0 7907 35352 25158 0 10194 205500 205500 240852 25158 0 215694 -84616 131078 0 115395 574385 574385 634739 633991 620635 1703633 1584857 2161032 1392493 1091892 1094605 414484 291007 313487 4260744 4176132 4764144 0 0 X 0 0 98328 98328 4162416 4077804 4260744 4176132 4260744 4176132 4260744 -84616 4 4176132 0 4176132 PUBLICLY TRADED SECURITIES 2020-01-01 2024-09-30 551394 503863 47531 47531 CAPITAL GAIN DISTRIBUTIONS 2020-01-01 2024-09-30 1970 1970 1970 49501 0 1822 0 1822 0 1822 7530 0 0 0 7530 0 5708 5708 0 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 N/A ROBERT A BURNETT JR 5152447820 300 WALNUT STREET SUITE 270 DES MOINES IA 50309 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT A BURNETT JR 4861 TIMBERWOOD COURT WEST DES MOINES IA 50265 TRUSTEE 0.00 0 0 0 GREGORY VAN BURNETT PO BOX 391111 ANZA CA 92539 TRUSTEE 0.00 0 0 0 DOUGLAS WORTH BURNETT 16384 BOSTON COMMONS CIRCLE CLIVE IA 50325 TRUSTEE 0.00 0 0 0 PENELOPE GLORIA BURNETT 324 E 50TH STREET APT 1C NEW YORK NY 10022 TRUSTEE 0.00 0 0 0 DAVID MARK BURNETT 650 FLETCHER ROAD COLLIERVILLE TN 38017 TRUSTEE 0.00 0 0 0 H STEPHEN BURNETT 1901 BRAMLEY MOUNTAIN ROAD BOVINA NY 13740 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 4352160 332506 0 4684666 0 0 4684666 70270 4614396 230720 230720 1822 1822 228898 0 228898 0 228898 215694 0 215694 228898 197817 0 0 215694 197817 0 0 17877 0 0 0 0 0 0 0 0 211021 0 0 0 X BLANK PARK ZOO 7401 SW 9TH ST DES MOINES IA 50315 NONE CHARITY GENERAL SUPPORT 10000 CHILDSERVE 5406 MERLE HAY RD JOHNSTON IA 50131 NONE CHARITY GENERAL SUPPORT 10000 CREATIVE EXPRESSION WORKSHOPS 2640 MARQUETTE PL DUBUQUE IA 52001 NONE CHARITY GENERAL SUPPORT 2500 DES MOINES SYMPHONY 1011 LOCUST ST SUITE 200 DES MOINES IA 50309 NONE CHARITY GENERAL SUPPORT 100000 FOOD BANK OF IOWA 2220 E 17TH STREET DES MOINES IA 50316 NONE CHARITY GENERAL SUPPORT 2500 VARIETY CLUB OF IOWA 505 5TH AVENUE 310 DES MOINES IA 50309 NONE CHARITY GENERAL SUPPORT 17500 AGAPE 2550 MARTIN LUTHER KIND JR PKWY DES MOINES IA 50310 NONE CHARITY GENERAL SUPPORT 1000 ANIMAL RESCUE LEAGUE OF IOWA 5452 NE 22ND ST DES MOINES IA 50313 NONE CHARITY GENERAL SUPPORT 5000 WWPF 4025 W CENTENNIAL ST CEDAR HILLS UT 84062 NONE CHARITY GENERAL SUPPORT 50000 B WELL FOUNDATION 304 15TH ST SUITE 100 DES MOINES IA 50309 NONE CHARITY GENERAL SUPPORT 5000 JUVENILE DIABETES RESEARCH FOUNDATION 26 BROADWAY 14TH FLOOR NEW YORK NY 10004 NONE CHARITY GENERAL SUPPORT 1000 WATER WORKS FOUNDATION 501 SW 7TH ST STE G3 DES MOINES IA 50309 NONE CHARITY GENERAL SUPPORT 1000 205500 0 14 106735 14 49501 0 156236 0 156236 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4575 2288 0 2287 ABBVIE INC. 2.6% 98271 99658 STANLEY BLACK AND DECKER 2.3% 99668 98889 LOWES COS INC 4% 100392 99655 WHIRLPOOL CORP 3.7% 97928 99277 KEURIG DR PEPPER 4.417% 99860 99816 FORTUNE BRANDS INNOVATIONS INC 4% 98318 99405 INTERNATIONAL BUSINESS MACHINES 4% 100015 99568 INTEL CORP 3.7% 100279 99069 MCDONALDS CORP 1.45% 99777 97358 THERMO FISHER SCIENTIFIC INC 4.8% 100472 102633 CSX CORP 3.8% 96912 99277 AAON INC 32482 40440 ACCENTURE PLC 31080 35348 ALPHABET INC CLASS A 36180 41463 AMAZON.COM INC 35307 37266 ARISTA NETWORKS INC 18310 76764 CARMAX INC 56465 38690 CINTAS CORP 59106 123528 COSTAR GROUP INV 33538 30176 COSTCO WHOLESALE CORP 38691 66489 DANAHER CORPORATION 33200 41703 DEXCOM INC 37662 20112 DOCUSIGN INC 46103 49672 ECOLAB INC 92845 127665 GUIDEWIRE SOFTWARE INC 27675 45735 INSULET CORP 49038 36076 INTERCONTINENTAL EXCHANGE INC 59564 80320 JPMORGAN CHASE & CO 82824 126516 MASTERCARD INC 61562 98760 MEDPLACE HOLDINGS INC 57974 50070 MICROCHIP TECHNOLOGY INC 29025 32116 MICROSOFT CORP 46311 129090 POOL CORP 82504 75360 PURE STORAGE INC CLASS A 37920 100480 ROCKWELL AUTOMATION INC 29356 26846 ROLLINS INC 54219 75870 STRYKER CORP 60579 81284 TREX CO INC 75160 53264 UNION PACIFIC CORP 53499 61620 VERISK ANALYTICS INC 52094 93786 WATSCO INC 56775 98376 WORKDAY INC 73362 97764 ZOETIS INC 44447 68383 533578 520957 100413 99678 CHAMPLAIN MID CAP CLASS I AT COST 62390 74222 VANGUARD INDEX FDS VALUE ETF AT COST 69769 87285 ISHARES 0-5 YR TIPS BOND ETF AT COST 158848 151980 ROUNDING ADJUSTMENT 4 INVESTMENT ADISORY FEES 22870 22870 0 0