2026-01-15T11:16:35-06:00 2025-06-30 420714325 RSM US LLP 400 LOCUST STREET SUITE 640 DES MOINES IA 503092354 990PF 2024-07-01 203828796 BOOKEY FAMILY FOUNDATION BOOK 5152442622 400 LOCUST ST STE 790 DES MOINES IA 503092347 HARRY BOOKEY PRESIDENT 5152442622 2026-01-14 1 1 KATHY FAIRCHILD P00222608 5155586600 2026-01-14 2024 2025-03-06 01:10:19Z X X 9370360 X 5754837 132097 132097 1430370 6665924 1430370 7317304 1562467 0 0 0 3420 3420 0 55987 27994 27993 2315 0 0 16196 9081 7115 77918 40495 35108 1064549 1064549 1142467 40495 1099657 6174837 1521972 328898 598621 598621 2466522 4225092 6095971 680650 2404757 2675768 3476070 7228470 9370360 80000 80000 0 X 0 0 0 0 3396070 7228470 3396070 7228470 3476070 7228470 3396070 6174837 80000 9650907 2422437 7228470 PUBLICLY TRADED SECURITIES P 6665924 5235554 1430370 1430370 1430370 21155 0 21155 0 21155 7281 0 25000 0 32281 1 11125 11125 0 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 N/A MATT MULCAHY 5152442622 400 LOCUST STREET SUITE 790 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 PAMELA-BASS BOOKEY 400 LOCUST STREET SUITE 790 DES MOINES IA 50309 VP, SECRETARY & DIRECTOR 0.50 0 0 0 HARRY BOOKEY 400 LOCUST STREET SUITE 790 DES MOINES IA 50309 PRESIDENT, TREASURER & DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 7313412 544693 0 7858105 0 0 7858105 117872 7740233 387012 387012 21155 21155 365857 0 365857 0 365857 1099657 0 1099657 365857 0 0 372477 300024 1045441 668030 2385972 1099657 0 0 0 365857 733800 0 0 3119772 0 0 0 0 0 0 372477 2747295 300024 1045441 668030 733800 X AL OTRO LADO INC 511 E SAN YSIDRO BLVD SAN YSIDRO CA 92173 NONE PUBLIC GENERAL SUPPORT 10000 ANIMAL RESCUE LEAGUE 5452 NE 22ND ST DES MOINES IA 50313 NONE PUBLIC TO SUPPORT THE WELLBEING OF ANIMALS 1000 BEAVERDALE NEIGHBORHOOD ASSOCIATION PO BOX 30175 DES MOINES IA 50310 NONE PUBLIC GENERAL SUPPORT 250 BRAVO GREATER DES MOINES 801 GRAND AVE STE 250 DES MOINES IA 50309 NONE PUBLIC PASSPORT TO CULTURE 25772 BY DEGREES FOUNDATION 2507 UNIVERSITY AVE DES MOINES IA 50311 NONE PUBLIC SUPPORT A SCHOLAR 1000 CENTER FOR GENDER & REFUGEE STUDIES 200 MCALLISTER ST SAN FRANCISCO CA 94102 NONE PUBLIC TO SUPPORT ACADEMIA RELATED TO GENER STUDIES 125000 CIVIC MUSIC ASSOCIATION 900 KEO WAY UNIT 113 DES MOINES IA 50309 NONE PUBLIC GENERAL SUPPORT 6000 CREATIVE VISIONS 1343 13TH ST DES MOINES IA 50314 NONE PUBLIC GENERAL SUPPORT 1000 DC CENTRAL KITCHEN PO BOX 417406 BOSTON MA 022417406 NONE PUBLIC GENERAL SUPPORT 10000 DC COLLEGE ACCESS PROGRAM 1425 K ST NW WASHINGTON DC 20005 NONE PUBLIC GENERAL SUPPORT 25000 DES MOINES ART CENTER 4700 GRAND AVE DES MOINES IA 50312 NONE PUBLIC GENERAL SUPPORT 52797 DES MOINES COMMUNITY PLAYHOUSE 831 42ND ST DES MOINES IA 50312 NONE PUBLIC GENERAL SUPPORT 2500 DES MOINES GAY MEN'S CHORUS PO BOX 12269 DES MOINES IA 50312 NONE PUBLIC GENERAL SUPPORT 250 DES MOINES METRO OPERA 106 W BOSTON AVE INDIANOLA IA 50125 NONE PUBLIC GENERAL SUPPORT 234999 DES MOINES PUBLIC LIBRARY FOUNDATION 1000 GRAND AVE DES MOINES IA 50309 NONE PUBLIC AUTHORS VISITING DES MOINES 5000 DES MOINES SYMPHONY 1011 LOCUST ST STE 200 DES MOINES IA 50309 NONE PUBLIC GENERAL SUPPORT 10000 DRAKE UNIVERSITY 2507 UNIVERSITY AVE DES MOINES IA 50311 NONE PUBLIC TO SUPPORT HIGHER EDUCATION 5000 ECHOING GREEN 462 SEVENTH AVE THIRTEENTH FLOOR NEW YORK NY 10018 NONE PUBLIC GENERAL SUPPORT 20000 EDLAVITCH DCJCC 1529 16TH ST NW WASHINGTON DC 20336 NONE PUBLIC GENERAL SUPPORT 20000 EVERYLIBRARY INSTITUTE NFP 6433 FAIRFIELD AVE BERWYN IL 60402 NONE PUBLIC GENERAL SUPPORT 20000 FOOD BANK OF IOWA 2220 E 17TH ST DES MOINES IA 50316 NONE PUBLIC GENERAL SUPPORT 3000 FRIENDS OF DES MOINES PARKS 1551 E MLK JR PKWY DES MOINES IA 50317 NONE PUBLIC GENERAL SUPPORT 26000 FRIENDSHIP PLACE 4713 WISCONSIN AVE NW WASHINGTON DC 20016 NONE PUBLIC GENERAL SUPPORT 15000 GREATER DES MOINES BOTANICAL GARDEN 909 ROBERT D RAY DR DES MOINES IA 503092897 NONE PUBLIC GENERAL SUPPORT 500 GREATER DES MOINES PUBLIC ART FOUNDATION 1915 GRAND AVE DES MOINES IA 50309 NONE PUBLIC GENERAL SUPPORT 52015 HAMMER MUSEUM 108 MAIN ST HAINES AK 99827 NONE PUBLIC GENERAL SUPPORT 5000 HOPE MINISTRIES 500 E ARMY POST RD DES MOINES IA 50315 NONE PUBLIC GENERAL SUPPORT 1500 HOYT SHERMAN PLACE FOUNDATION 1501 WOODLAND AVE DES MOINES IA 50314 NONE PUBLIC GENERAL SUPPORT/100 YEAR CELEBRATION 3000 HUMANITY FUNDS 8011 TALBOT ROAD EDMONDS WA 98026 NONE PUBLIC DONATION FOR UKRAINE FUND 5000 INSTITUTE FOR JUSTICE AND OPPORTUNITY 524 WEST 59TH ST STE 609B NEW YORK NY 10019 NONE PUBLIC GENERAL SUPPORT 10000 INTERNATIONAL CRISIS GROUP 1629 K STREET NW 1000 WASHINGTON DC 200061677 NONE PUBLIC GENERAL SUPPORT 75000 IOWA LEGAL AID 666 WALNUT ST FLOOR 25 DES MOINES IA 50309 NONE PUBLIC GENERAL SUPPORT 1000 IOWA PUBLIC RADIO 2111 GRAND AVE DES MOINES IA 50312 NONE PUBLIC GENERAL SUPPORT 3500 IOWA STAGE THEATER PO BOX 13466 DES MOINES IA 50310 NONE PUBLIC GENERAL SUPPORT 5000 ISISERETTES DRILL AND DRUM CORP 1432 21ST ST DES MOINES IA 50311 NONE PUBLIC GENERAL SUPPORT 1000 ISLA BEAN'S BABES 1501 42ND ST WEST DES MOINES IA 50266 NONE PUBLIC FUNDRAISER TO CURE CYSTIC FIBROSIS 1000 JEWISH FEDERATION OF GREATER DES MOINES 33158 UTE AVE WAUKEE IA 50263 NONE PUBLIC GENERAL SUPPORT 15720 MADRE 121 WEST 27TH ST NO 301 NEW YORK NY 10001 NONE PUBLIC TO SUPPORT WOMEN'S RIGHTS GLOBALLY 30451 MARGARET'S VILLAGE 7320 S YALE AVE CHICAGO IL 60621 NONE PUBLIC HOUSING FOR HOMELESS WOMEN AND FAMILIES 25000 MIND AND SPIRIT COUNSELING CENTER 8553 URBANDALE AVE URBANDALE IA 50322 NONE PUBLIC WOMEN HELPING WOMEN 2500 MOSAIC THEATER COMPANY 133 H STREET NE WASHINGTON DC 20002 NONE PUBLIC GENERAL SUPPORT 25000 MUJERES UNIDAS Y ACTIVAS 3543 18TH ST BOX 23 SAN FRANCISCO CA 944101600 NONE PUBLIC GENERAL SUPPORT 10000 NATIONAL BUILDING MUSEUM 401 F STREET NW WASHINGTON DC 20001 NONE PUBLIC GENERAL SUPPORT 25000 OAKRIDGE NEIGHBORHOOD SERVICES 1401 CENTER ST DES MOINES IA 50309 NONE PUBLIC GENERAL SUPPORT 1000 PLANNED PARENTHOOD PO BOX 4557 DES MOINES IA 50305 NONE PUBLIC HEALTH SERVICES 20000 POLK COUNTY HOUSING TRUST FUND 505 5TH AVE 1000 DES MOINES IA 50309 NONE PUBLIC GENERAL SUPPORT 1500 PYRAMID THEATRE COMPANY 202 4TH ST 210 DES MOINES IA 50309 NONE PUBLIC GENERAL SUPPORT 2500 ROOSEVELT HIGH SCHOOL FOUNDATION PO BOX 12087 DES MOINES IA 50312 NONE PUBLIC TO SUPPORT EDUCATION IN THE DES MOINES AREA 1000 SAKALA INTERNATIONAL PO BOX 490 CAMDEN ME 04843 NONE PUBLIC GENERAL SUPPORT 10000 SO OTHERS MAY EAT (SOME INC) 71 O ST NW WASHINGTON DC 20001 NONE PUBLIC GENERAL SUPPORT 10000 THE HARKIN INSTITUTE 2800 UNIVERSITY AVE DES MOINES IA 50311 NONE PUBLIC GENERAL SUPPORT 1500 TIFERETH ISRAEL SYNAGOGUE 924 POLK BLVD DES MOINES IA 50312 NONE PUBLIC GENERAL SUPPORT 10000 UC LAW SAN FRANCISCO 200 MCALLISTER STREET SAN FRANCISCO CA 94102 NONE PUBLIC HAITI JUSTICE PARTNERSHIP 10461 UNIVERSITY OF IOWA FOUNDATION WEST PARK RD IOWA CITY IA 52244 NONE PUBLIC LESTER BOOKEY SCHOLARSHIP FUND 2500 URBAN DREAMS 601 FOREST AVE DES MOINES IA 50314 NONE PUBLIC GENERAL SUPPORT 5500 WE NEED DIVERSE BOOKS 10319 WESTLAKE DRIVE 104 BETHESDA MD 20817 NONE PUBLIC GENERAL SUPPORT 25000 WILLIAM G STOWE MEMORIAL FOUNDATION 3012 FOX RUN DES MOINES IA 50321 NONE PUBLIC GENERAL SUPPORT 33334 WISCONSIN ALUMNI ASSOCIATION 650 NORTH LAKE ST MADISON WI 537061476 NONE PUBLIC GENERAL SUPPORT 2000 YOUNG WOMEN'S RESOURCE CENTER 818 5TH AVE DES MOINES IA 50309 NONE PUBLIC TO SUPPORT LOCAL YOUNG WOMEN 11500 1064549 0 14 132097 18 1430370 0 1562467 0 1562467 0 0 0 0 0 0 0 0 0 0 X X 1 HARRY BOOKEY 400 LOCUST STREET DES MOINES IA 50309 5754837 X X 1 PUBLICLY TRADED SECURITIES 5749837 2024-07-01 ACCOUNTING FEES 3420 3420 0 ABBVIE INC 30604 34711 ALPHABET INC - CLASS C 29650 26608 ALPHABET INC - CLASS A 26017 57275 AMAZON.COM 32305 61649 AMN ELECTRIC POWER 110015 114136 APPLE INC 66076 70578 ARES MANAGEMENT 88638 102881 ARGENX SE 17616 16537 ARM HOLDINGS PLC 89839 118394 ASTRAZENICA PLC SPND ADR 44085 41020 BLACKROCK INC 11487 16788 BLACKSTONE INC 31152 50408 BLUE OWL CAP INC 25470 38996 BOEING COMPANY 29688 31220 BROADCOM INC 139024 427257 CADENCE DESIGN SYS INC 62717 70258 COCA COLA COM 52149 63675 COSTCO WHOLESALE CRP DEL 98823 123742 CROWDSTRIKE HOLDINGS INC 40705 65192 DANAHER CORP DEL 88671 82769 EATON CORP PLC 87701 107811 EDWARDS LIFESCIENCES CRP 68227 74456 ELI LILLY & CO 88142 148111 EMERSON ELEC CO 39608 45866 EQUINIX INC 72432 75570 GENERAC HOLDINGS INC 28445 28642 GOLDMAN SACHS GROUP INC 34470 53081 HOME DEPOT INC 136885 142990 INTUITIVE SURGICAL INC 138068 295615 JPMORGAN CHASE & CO 91956 112195 KKR & CO INC 63554 88066 LAM RESH CORP 119687 148736 LOWE'S COMPANIES INC 74886 77654 LVMH MOET HENNESSY 73690 52005 MARVELL TECH INC 267872 339167 MCDONALDS CORP 37194 36521 META PLATFORMS INC 72993 138761 MICROSOFT CORP 71006 126840 NIKE INC CL B 105112 80346 NVIDIA CORP 105474 441740 PALO ALTO NETWORKS INC 48549 76535 PARKER HANNIFIN CORP 59641 74038 PROGRESSIVE CRP OHIO 98594 106744 PUBLIC STORAGE 96517 92134 SALESFORCE INC 76650 104986 STARBUCKS CORP 49351 50396 STRYKER CORP 57143 59740 SYNOPSYS INC 63364 65623 ULTRAGENYX 15866 14544 UNITED RENTALS INC 199212 339030 VERTEX PHARACEUTICA 124700 155820 VERTIV HLDG CO 108262 275654 VISTRA CORP 89073 133535 WALMART 62177 114403 WELLS FARGO & CO 105282 120500 WYNN RESORTS LTD 78578 84022 CALAMOS STRAT TOT RETURN AT COST 108975 136800 INVESCO WTR RESOURCES AT COST 115900 139820 ISHARES MSCI SOUTH KOREA AT COST 40623 43068 ISHARES IBOXX AT COST 436334 446442 ISHARES CORE US AT COST 342075 341744 ISHARES US INSURANCE AT COST 95027 147906 ISHARES 0-5 YEAR TIPS AT COST 87083 87473 REAL ESTATE SELECT AT COST 302730 379946 SECTOR SPDR UTILITIES AT COST 140247 163320 SPDR S P BIOTECH AT COST 46320 39889 VANGUARD SMALL CAP AT COST 87629 94318 VANGUARD MSCI EUROPEAN AT COST 88243 101603 VANGUARD FTSE EMERGING AT COST 210461 242700 VANGUARD EMERGING MARKETS AT COST 303110 310739 UNREALIZED GAIN/LOSS 2422437 MISCELLANEOUS EXPENSE 14230 7115 7115 INSURANCE EXPENSE 1966 1966 0 REMOVE CAPITAL CAMPAIGN PLEDGE 80000 INVESTMENT FEES 55987 27994 27993 FOREIGN TAXES WITHHELD 423 0 0 FEDERAL TAX PAYMENTS 1892 0 0