2026-04-09T18:01:11-07:00 2025-12-31 421443361 TARBELL & CO PLC 1466 28TH STREET SUITE 100 WEST DES MOINES IA 50266 990PF 2025-01-01 391891960 CARLSON FAMILY FOUNDATION CARL 5152785764 3811 127TH STREET URBANDALE IA 50323 DEAN CARLSON President 2026-04-09 true David Wall CPA P01420805 5152820200 2025 2025-03-06 01:10:19Z X 12968734 X X 225590 225590 957933 3117892 957933 1183523 1183523 1080 540 540 2714 1357 1357 23050 23050 26844 24947 1897 1455000 1455000 1481844 24947 1456897 -298321 1158576 432044 482299 482299 5371439 5022863 12486435 5803483 5505162 12968734 0 X 5803483 5505162 5803483 5505162 5803483 5505162 5803483 -298321 5505162 5505162 46.000 INTUIT INC P 2025-10-28 2025-11-26 28993 31508 -2515 -2515 34.000 ELI LILLY & CO P 2025-10-28 2025-11-26 37578 27829 9749 9749 257.000 MARSH AND MC LENNAN P 2025-10-28 2025-11-26 46640 47205 -565 -565 85.000 STRYKER CORP P 2025-10-28 2025-11-26 31612 32119 -507 -507 236.000 ZOETIS INC P 2025-10-28 2025-11-26 30299 34578 -4279 -4279 50.000 ACCENTURE PLC IRELAND P 2025-10-28 2025-11-26 12376 12706 -330 -330 6569.223 JENSEN QUALITY GROWTH FUND P 2021-06-25 2025-10-28 405714 400590 5124 5124 20477.374 JENSEN QUALITY GROWTH F UND P 2008-06-20 2025-10-28 1264680 519016 745664 745664 250000.000 FIRST INTERSTATE BANCSYS P 2020-05-26 2025-06-17 249218 250000 -782 -782 50000.000 HB FULLER CO SR P 2021-06-30 2025-06-17 47393 50174 -2781 -2781 6109.669 INVESTMENT CO AMERICAN P 2021-06-25 2025-08-26 399251 304567 94684 94684 100000.000 NATIONWIDE FINL SVCS INC P 2016-10-27 2025-06-17 97352 106321 -8969 -8969 200000.000 ROSEMONT IL P 2011-05-20 2025-06-17 203833 202856 977 977 100000.00 GENERAL MOTORS FINL CO P 2018-03-20 2025-06-17 97916 100733 -2817 -2817 50000.000 GODLMAN SACHS CAPTIAL P 2015-02-05 2025-06-17 42363 39757 2606 2606 Capital Gain Dividends 122674 957933 16104 16104 16104 14555 14555 X 89 1638 0 false false false false false false false true true IA true false false false false true N/A C DEAN CARLSON 5152785764 3811 127TH STREET URBANDALE IA 50323 false false false false false false false false false false false false false false false false false false false false false false DEAN CARLSON 3811 127TH STREET URBANDALE IA 50323 President 15.00 0 SANDRA CARLSON 3811 127TH STREET URBANDALE IA 50323 Secretary 1.00 0 TIMOTHY A CARLSON 9114 ILTIS DR URBANDALE IA 50323 Vice President 1.00 0 JODY CARLSON 9114 ILTIS DR URBANDALE IA 50323 Director 1.00 0 NONE NONE 11761356 0 0 11761356 0 11761356 176420 11584936 579247 579247 16104 16104 563143 563143 563143 1456897 1456897 563143 1456897 0 563143 893754 893754 0 893754 DEAN CARLSON X FOOD BANK OF IOWA 2220 E 17TH STREET DES MOINES IA 50316 NONE PC FOOD 50000 LOVE INC 2959 PLUMBERS WAY 160 LIBERTY MO 64068 NONE PC YOUTH SERVICES 50000 GREATER KC COMMUNITY FOUNDATION 1055 BROADWAY 130 KANSAS CITY MO 64118 NONE PC YOUTH SERVICES 5000 HILLSIDE OPENING POSSIBILITIES 900 NE VIVION ROAD KANSAS CITY MO 64118 NONE PC YOUTH SERVICES 10000 MEALS FROM THE HEARTLAND PO BOX 71606 CLIVE IA 50325 NONE PC MEALS FOR THE POOR 60000 THE CONNECTION CAFE 600 6TH AVE DES MOINES IA 50325 NONE PC MEALS FOR THE POOR 25000 AMERICAN RED CROSS 2116 GRAND AVE DES MOINES IA 50312 NONE PC GENERAL FUND 25000 DMARC 1435 MULBERRY STREET DES MOINES IA 50309 NONE PC GENERAL FUND 60000 HABITAT FOR HUMANITY 2200 E EUCLID AVE DES MOINES IA 50317 NONE PC GENERAL FUND 50000 CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY RD BETHESDA MD 20814 NONE PC GENERAL FUND 60000 IOWA HOMELESS YOUTH CENTERS 420 KELLOGG AVE AMES IA 50010 NONE PC GENERAL FUND 60000 GRAND VIEW UNIVERSITY 1200 GRANDVIEW AVE DES MOINES IA 50316 NONE PC GENERAL FUND 30000 IOWA PUBLIC RADIO 2111 GRAND AVE DES MOINES IA 50312 NONE PC GENERAL FUND 35000 SUNFLOWER HOUSE INC 15440 WEST 65TH ST SHAWNEE KS 66217 NONE PC YOUTH SERVICES 20000 CIVIC CENTER OF GREATER DES MOINES 221 WALNUT STREET DES MOINES IA 50309 NONE PC YOUTH SERVICES 40000 ROSE BROOKS PO BOX 320599 KANSAS CITY MO 64132 NONE PC YOUTH SERVICES 15000 HOPE MINISTRIES PO BOX 862 DES MOINES IA 50304 NONE PC GENERAL FUND 50000 COLTS YOUTH ORGANIZATION 2300 TWIN VALLEY DR DUBUQUE IA 52003 NONE PC GENERAL FUND 45000 NEWHOUSE PO BOX 240019 KANSAS CITY MO 64124 NONE PC GENERAL FUND 25000 OPERATION BREAKTHROUGH 3039 TROOST AVE KANSAS CITY MO 64109 NONE PC YOUTH SERVICES 20000 ELLIPSIS PO BOX 39 JOHNSTON IA 50131 NONE PC YOUTH SERVICES 50000 BOYSGIRLS CLUB 1421 WALKER STREET DES MOINES IA 50316 NONE PC GENERAL FUND 25000 REHOPE 25713 S STATE HARRISON MO 64701 NONE PC GENERAL FUND 30000 MIND AND SPIRIT 8553 URBANDALE AVE URBANDALE IA 50322 NONE PC COUNSELING 50000 NAMI IOWA 3839 MERLE HAY ROAD DES MOINES IA 50310 NONE PC GEN FUND 10000 DENTAL CONNECTION OF IOWA 1111 9TH STREET DES MOINES IA 50314 NONE PC GEN FUND 25000 CATHOLIC CHARITIES OF NE KS 9720 W 87TH ST OVERLAND PARK KS 66212 NONE PC GEN FUND 5000 URBANDALE FOOD PANTRY 7611 DOUGLAS AVE URBANDALE IA 50322 NONE PC FOOD PANTRY 40000 WESLEY LIFE 5508 NW 88TH TH JOHNSTON IA 50131 NONE PC GENERAL FUND 40000 YSS 612 LOCUST ST DES MOINES IA 50309 NONE PC YOUTH SERVICES 250000 GIGI'S 6507 UNIVERSITY AVE WINDSOR HEIGHTS IA 50324 NONE PC GENERAL FUND 5000 CHILD CANCER 2708 GRAND AVE DES MOINES IA 50312 NONE PC YOUTH SERVICES 40000 EVERYSTEP 3000 EASTON BLVD DES MOINES IA 50317 NONE PC GRIEF SERVICES 50000 FCA 2600 GRAND AVE DES MOINES IA 50312 NONE PC GENERAL FUND 50000 LSI IN IOWA 3116 UNIVERSITY AVE DES MOINES IA 50311 NONE PC YOUTH SERVICES 50000 1455000 14 225590 18 957933 1183523 1183523 false false false false false false false false false false TAX PREPARATION 1080 540 0 540 CARLSON FAMILY FOUNDATION DONATED $1,455,000 DURING THE 2025 FISCAL YEAR BY 3/15/2026 TO SATISFY THE REQUIREMENT TO OBTAIN CONDUIT STATUS FOR FISCAL YEAR 2025 THEREBY DONATING 100% OF CONTRIBUTIONS RECEIVED IN FISCAL YEAR 2025. investment advisory fees 2714 1357 0 1357 FEDERAL TAX PAID 8495 8495 FEDERAL TAX ESTIMATES 14555 14555