2026-09-14T12:01:16-04:00 2026-04-30 135565207 KPMG LLP ONE FINANCIAL PLZ STE 2300 PROVIDENCE RI 029032485 990PF 2025-05-01 426271667 RACHEL YOUNKER FOUNDATION TRUST YOUN 5152452969 453 7TH STREET DES MOINES IA 50309 MICHELLE SMITH TRUSTEE 5152452969 2026-09-03 true PAUL DEALMEIDA P01066850 8662974127 2026-09-03 2025 X 1314123 X 25067 25067 86785 216597 86785 0 18 18 111870 111870 6604 3302 3302 0 0 0 0 0 600 0 0 600 750 0 0 750 4403 4403 0 0 2164 434 0 0 0 0 0 0 0 37 2 35 14558 8141 0 4687 55286 55286 69844 8141 0 59973 42026 103729 0 37569 45862 45862 0 0 0 563836 597584 1065842 200858 200858 202419 0 802263 844304 1314123 0 X 802263 844304 802263 844304 802263 844304 802263 42026 15 844304 0 844304 18. UNITEDHEALTH GROUP INCORPORATED 2025-05-13 5752 4676 1076 1076 5. CROWDSTRIKE HOLDINGS INC - A 2023-06-27 2025-05-23 2281 723 1558 1558 4. ADOBE INC 2018-02-22 2025-05-29 1647 810 837 837 32. FEDEX CORP 2025-05-29 6997 6430 567 567 12. FISERV INC 2015-11-05 2025-05-29 1910 576 1334 1334 9. ISHARES RUSSELL 1000 ETF 2025-04-28 2025-05-29 2912 2699 213 213 41. LAM RESEARCH CORP 2016-04-25 2025-05-29 3449 328 3121 3121 4. ORACLE CORPORATION 2024-06-06 2025-05-29 649 497 152 152 49. PEPSICO INC 2025-05-29 6435 5885 550 550 23. PROCTER & GAMBLE 2016-06-14 2025-05-29 3875 1917 1958 1958 299. REGIONS FINANCIAL CORP 2025-05-29 6403 6860 -457 -457 15. THERMO ELECTRON 2025-05-29 6062 1010 5052 5052 19. XCEL ENERGY INC 2022-07-06 2025-05-29 1319 1355 -36 -36 31. ISHARES RUSSELL 1000 ETF 2025-04-28 2025-06-17 10157 9296 861 861 42. FISERV INC 2025-08-11 5546 2611 2935 2935 14. VERTEX PHARMACEUTICALS INC 2024-06-06 2025-08-11 5258 6742 -1484 -1484 16. ALPHABET INC-CL A 2018-08-30 2025-08-14 3255 1010 2245 2245 17. BROADCOM INC 2018-08-30 2025-08-14 5268 367 4901 4901 18. LAM RESEARCH CORP 2025-08-14 1925 142 1783 1783 10. LOWES COMPANIES INC 2020-06-02 2025-08-14 2532 1310 1222 1222 6. MICROSOFT CORP 2018-02-22 2025-08-14 3136 550 2586 2586 16. ORACLE CORPORATION 2024-06-06 2025-08-14 3909 1987 1922 1922 17. ORACLE CORPORATION 2024-06-06 2025-09-10 5754 2111 3643 3643 5. DANAHER CORP 2025-08-14 2025-09-23 944 1045 -101 -101 32. DANAHER CORP 2025-09-23 6043 2617 3426 3426 45. ISHARES RUSSELL 1000 ETF 2025-09-26 16358 15832 526 526 27. ALPHABET INC-CL A 2018-08-30 2025-10-17 6819 1704 5115 5115 21. LAM RESEARCH CORP 2016-05-11 2025-10-17 2985 159 2826 2826 13. DAVITA INC 2025-08-14 2025-12-08 1509 1741 -232 -232 44. DAVITA INC 2024-09-17 2025-12-08 5109 7239 -2130 -2130 234. PINTEREST INC- CLASS A 2025-09-26 2025-12-08 6312 7866 -1554 -1554 12. CROWDSTRIKE HOLDINGS INC - A 2023-06-27 2025-12-24 5715 1736 3979 3979 1. ISHARES RUSSELL 2000 ETF 2014-11-12 2025-12-24 253 118 135 135 10. J P MORGAN CHASE & CO 2025-12-24 3294 745 2549 2549 9. MARRIOTT INTERNATIONAL, INC CLASS A 2021-10-13 2025-12-24 2842 1395 1447 1447 3. NORFOLK SOUTHERN CORP 2020-12-08 2025-12-24 879 718 161 161 23. NVIDIA CORP 2020-09-28 2025-12-24 4325 299 4026 4026 27. STEEL DYNAMICS INC 2021-02-18 2025-12-24 4736 1075 3661 3661 8. TESLA INC 2025-01-06 2025-12-24 3852 3277 575 575 43. WELLS FARGO COMPANY (NEW) 2022-02-22 2025-12-24 4112 2395 1717 1717 11. EXXON MOBIL CORPORATION 2022-02-22 2026-01-13 1394 1057 337 337 8. ISHARES RUSSELL 2000 ETF 2014-11-12 2026-01-13 2097 942 1155 1155 15. LAM RESEARCH CORP 2016-05-11 2026-01-13 3260 114 3146 3146 27. WALMART STORES, INC. 2026-01-13 3238 490 2748 2748 5. ABBVIE INC 2022-12-07 2026-02-26 1126 827 299 299 6. AMAZON .COM, INC 2016-05-25 2026-02-26 1248 213 1035 1035 14. APPLE INC 2026-02-26 3822 1081 2741 2741 4. DEERE & CO 2022-02-22 2026-02-26 2487 1460 1027 1027 39. EXXON MOBIL CORPORATION 2026-02-26 5810 3746 2064 2064 7. GENERAL MOTORS CO 2021-11-30 2026-02-26 565 406 159 159 19. JOHNSON & JOHNSON 2015-11-05 2026-02-26 4611 1932 2679 2679 2. ELI LILLY & CO 2024-06-06 2026-02-26 2036 1672 364 364 11. MORGAN STANLEY 2015-10-27 2026-02-26 1952 355 1597 1597 24. NEXTERA ENERGY INC 2019-08-15 2026-02-26 2220 1301 919 919 7. NORFOLK SOUTHERN CORP 2026-02-26 2203 1772 431 431 8. PROLOGIS INC 2020-12-08 2026-02-26 1137 780 357 357 10. TJX COMPANIES INC 2020-12-08 2026-02-26 1592 656 936 936 8. WALMART STORES, INC. 2015-11-05 2026-02-26 999 157 842 842 9. JAZZ PHARMACEUTICALS PLC 2024-09-20 2026-02-26 1703 998 705 705 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 CAPITAL GAIN DIVIDENDS P 579 86785 1442 0 1442 0 1442 1196 0 0 1196 0 246 0 0 false false false false false false false true true IA true false false false false true Bankers Trust Company 5152452969 453 7TH STREET DES MOINES IA 50309 false false false false true false false false false false false false false false false false false false false false false false BANKERS TRUST COMPANY 665 LOCUST STREET DES MOINES IA 50309 TRUSTEE 40 6604 NONE 0 NONE 0 1213704 42113 0 1255817 0 0 1255817 18837 1236980 61849 61849 1442 1442 60407 0 60407 0 60407 59973 0 0 0 0 59973 60407 0 0 0 0 20751 0 36586 57337 59973 0 0 0 59973 0 434 434 56903 0 0 0 0 0 0 0 56903 0 20317 0 36586 X UNITY POINT HEALTH FOUNDATION 1415 WOODLAND AVE - STE E 200 Des Moines IA 50309 NONE PC MEDICAL RESEARCH 55286 55286 14 25067 18 86785 PROLOGIS INC 1 18 111870 111870 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 750 750 VANGUARD TOTAL BOND MARKET 200858 202419 SEE ATTACHED STATEMENT 597584 1065842 LEGAL FEES - PRINCIPAL (ALLOCA 600 600 OTHER ALLOCABLE EXPENSE-INCOME 35 0 35 OTHER EXPENSE (NON-DEDUCTIBLE 2 2 0 PROLOGIS INC 18 18 MUTUAL FUND TIMING DIFFERENCE 15 INVESTMNT MNGMNT FEES (NON-DED 4403 4403 FOREIGN TAXES 9 9 0 FEDERAL TAX PAYMENT - PRIOR YE 534 0 0 FEDERAL ESTIMATES - PRINCIPAL 1196 0 0 FOREIGN TAXES ON QUALIFIED FOR 358 358 0 FOREIGN TAXES ON NONQUALIFIED 67 67 0