2026-01-15T16:20:14-05:00 2025-08-31 421017239 HENKEL & ASSOCIATES PC 817 KEELER ST BOONE IA 50036 990PF 2024-09-01 753024274 GEORGE PAUL AND GRACE E LOWREY CHARITABLE FOUNDATION GEOR 5154324510 PO BOX 219 BOONE IA 50036 HONORABLE ELIJAH STINES SECRETARY/TREASURER 5154324510 2026-01-09 false CHRISTOPHER JACOBSEN P01074941 5154328636 2026-01-09 2024 2025-03-06 01:10:19Z X 862345 X X 44245 44245 44245 16021 103186 16021 3068 60266 60266 47313 3885 1500 10999 10499 578 15462 11999 0 40879 40879 56341 11999 40879 3925 48267 47313 19363 12527 12527 765484 776245 849818 784847 788772 862345 0 X 784847 788772 784847 788772 784847 788772 784847 3925 788772 788772 AMERICAN AVNT SC P 2023-10-30 2024-10-29 8002 6475 1527 1527 DFA INTL VALUE P 2023-03-31 2024-10-29 7276 6555 721 721 ARTISAN INTL SMALL-MID P 2024-12-11 2025-07-09 86 77 9 9 FED NATL MTG 2002-33 CL LL P 2005-03-23 2024-11-26 979 997 -18 -18 DFA INTL VALUE P 2024-09-30 2024-10-29 487 462 25 25 MAINSTAY MACKAY HIGH YD P 2019-04-08 2025-01-14 1795 1934 -139 -139 JPM US GOVT MNY MKT P 2024-10-29 2025-04-08 15785 15785 TRP INTL STOCK P 2023-06-01 2025-01-14 8220 7003 1217 1217 MFS INTL INTR VALUE P 2024-10-29 2025-07-17 821 820 1 1 PRINCIPAL MIDCAP STOCK P 2022-03-30 2025-07-17 2175 1787 388 388 TRP INTL STOCK P 2024-11-01 2025-04-02 2303 1146 1157 1157 VANGUARD GROWTH INDEX P 2024-10-29 2025-07-17 3112 2763 349 349 ARTISAN INTL SMALL-MID P 2022-04-25 2025-07-09 8862 7754 1108 1108 BRIDGE BUILDER CORE BOND P 2019-04-08 2025-07-17 2852 3260 -408 -408 BRIDGE BUILDER CORE PLUS P 2019-04-08 2025-07-17 4490 5167 -677 -677 BRIDGE BUILDER INTL EQUITY P 2019-04-08 2025-04-02 10989 8817 2172 2172 BRIDGE BUILDER LARGE GROWTH P 2019-04-10 2025-07-17 8812 4845 3967 3967 BRIDGE BUILDER LARGE VALUE P 2019-04-10 2025-07-17 6633 4731 1902 1902 BRIDGE BUILDER SMALL MID GROWTH P 2019-04-08 2025-01-14 998 848 150 150 BRIDGE BUILDER SMALL MID VALUE P 2020-03-23 2025-07-09 8509 5939 2570 2570 16021 3068 671 671 671 839 839 168 168 false false false false false false false true true IA true false false false false true N/A CHRISTOPHER M JACOBSEN CPA 5154328636 817 KEELER ST BOONE IA 50036 false false false false false false false false false false false false false false false false false false false false HONORABLE MARK TRUEBLOOD PO BOX 694 OGDEN IA 50212 PRESIDENT 1.00 0 0 0 HONORABLE TOM BROWN 304 S WATER ST MADRID IA 50156 VICE PRES 1.00 0 0 0 HONORABLE ELIJAH STINES 923 EIGHTH ST BOONE IA 50036 SECRETARY/TR 1.00 0 0 0 MR SHAWN BRYANT 201 STATE STREET BOONE IA 50036 DIRECTOR 1.00 0 0 0 HONORABLE DON PORTER 112 PILOT ST PILOT MOUND IA 50223 DIRECTOR 1.00 0 0 0 NONE NONE N/A 832469 18441 0 850910 850910 12764 838146 41907 41907 671 671 41236 41236 41236 40879 40879 41236 39176 40879 39176 1703 39533 LOWREY CHARITABLE FOUNDATION PO BOX 219 BOONE IA 50036 5154324510 SEE ATTACHED NONE AWARDS ARE LIMITED TO ORGANIZATIONS LOCATED IN BOONE COUNTY, IOWA. THREE SCHOLARSHIPS ARE GIVEN ANNUALLY TO BOONE COUNTY HIGH SCHOOL SENIORS WHO WILL BE ATTENDING DES MOINES AREA COMMUNITY COLLEGE (DMACC) IN BOONE, IOWA. APPLICATIONS ARE PROVIDED TO HIGH SCHOOL COUNSELORS AND THE DMACC SCHOLARSHIP COMMITTEE THEN CHOOSES ONE STUDENT FROM EACH HIGH SCHOOL TO RECEIVE THE SCHOLARSHIP. THE ENTIRE SCHOLARSHIP CHECK IS WRITTEN DIRECTLY TO DMACC WITH INSTRUCTIONS TO RETURN THE FUNDS TO THE FOUNDATION IF THE STUDENT DOES NOT MAINTAIN ENROLLMENT. ASCENSION PARISH 801 W DIVISION ST OGDEN IA 50212 EXEMPT CHARITABLE 950 BOONE COUNTY CONSERVATION 610 H AVE OGDEN IA 50212 EXEMPT CHARITABLE 1885 CHILD CARE JUNCTION 1111 S LINN ST BOONE IA 50036 EXEMPT CHARITABLE 2500 CITY OF BOONE RECREATION 724 LINCOLN AVE BOONE IA 50036 EXEMPT CHARITABLE 700 CITY OF MADRID PARK BOARD 304 S WATER MADRID IA 50156 PUBLIC CHARITABLE 3000 ERICSON PUBLIC LIBRARY 702 GREENE ST BOONE IA 50036 EXEMPT CHARITABLE 8000 FRIENDS OF DON WILLIAMS GOLF COURSE 610 H AVE OGDEN IA 50212 EXEMPT CHARITABLE 1000 IOWA ARBORETUM 1875 PEACH AVE MADRID IA 50156 EXEMPT CHARITABLE 2138 LEONARD A GOOD COMMUNITY LIBRARY 208 W MULBERRY ST OGDEN IA 50212 EXEMPT CHARITABLE 7373 MADRID COMMUNITY SCHOOLS 201 N MAIN ST MADRID IA 50156 PUBLIC CHARITABLE 2500 MADRID PUBLIC LIBRARY 100 W 3RD ST MADRID IA 50156 EXEMPT CHARITABLE 4000 OGDEN ATHLETIC BOOSTERS 732 W DIVISION ST OGDEN IA 50212 EXEMPT CHARITABLE 2500 SACRED HEART SCHOOL 1111 MARSHAL ST BOONE IA 50036 EXEMPT CHARITABLE 2833 TRINITY LUTHERAN SCHOOL 712 12TH ST BOONE IA 50036 EXEMPT CHARITABLE 1500 40879 14 14 44245 16021 44245 16021 60266 false false false false false false false false false false ACCOUNTING 3885 1500 AMERICAN AVNT SC 8303 8921 ARTISAN INTL SMALL-MID BRIDGE BUILDER CORE BOND 161849 146179 BRIDGE BUILDER CORE PLUS BOND 199688 178804 BRIDGE BUILDER INTL EQUITY 56326 75014 BRIDGE BUILDER LARGE GROWTH 66174 99468 BRIDGE BUILDER LARGE VALUE 73137 100696 BRIDGE BUILDER SMALL MID GROWTH 19673 24332 BRIDGE BUILDER SMALL MID VALUE 17658 25113 DFA INTERNATIONAL VALUE FED NATL MTG 2002-33 CL LL FED NATL MTG 2002-48 CL LL 1033 1000 INVESCO INTL SMALL-MID 8307 8287 ISHARES CORE S&P 500 22347 27878 ISHARES RS MD-C 15286 17099 JPM US GOVT MNY MKT 1111 3383 MAINSTAY MACKAY HIGH YLD 42096 40247 MFS INTL INTRINSIC VALUE 7945 8482 NEW YORK MUNI 15514 15000 PIMCO INTL BOND FD 7686 8046 PRINCIPAL MIDCAP FUND 18900 24359 TRP INTL STOCK VANGUARD GROWTH INDEX 13639 16510 WAL-MART STORES INC 19573 21000 EXPENSES MISCELLANEOUS 560 OFFICE EXPENSE 18 LEGAL 500 INVESTMENT PROGRAM FEES 10499 10499