2026-04-13T16:17:03-05:00 2025-11-30 200436277 BOWMAN & MILLER PC 24 E MAIN ST MARSHALLTOWN IA 50158 990PF 2024-12-01 426526655 PHYLLIS PERRY HULTON EDUCATIONAL TRUST PHYL 6416910434 PO BOX 1635 MARSHALLTOWN IA 50158 NAN BENSON TRUSTEE 6417526570 2026-04-13 1 0 ELIZABETH A MILLER P00147679 6417539337 2024 2025-03-06 01:10:19Z X 3568665 X X 341 341 186325 186325 27546 865994 27546 214212 214212 0 0 0 650 0 0 2520 0 0 589 0 0 3759 0 0 199900 199900 203659 0 199900 10553 214212 14722 9639 9639 96360 98858 98858 2216670 2229808 3460168 2327752 2338305 3568665 0 0 X 1477752 1488305 850000 850000 2327752 2338305 2327752 2338305 2327752 10553 0 2338305 0 2338305 425 SHARES AMER ELECTRIC POWER P 2012-05-15 2025-05-23 43347 16146 27201 27201 400 SHARES ENTERGY CORP P 2012-05-15 2025-05-23 32790 9804 22986 22986 13210 SHARES INV PREFERRED P 2016-06-20 2025-05-23 143520 200454 -56934 -56934 3,380 SHARES ISHS IBOXX$ P 2025-06-08 267401 285547 -18146 -18146 5,820 SHARES ISHARES YILED OPT P 2025-06-09 128856 147118 -18262 -18262 120 SHARES JOHNSON & JOHNSON P 2012-05-15 2025-06-12 18622 7726 10896 10896 128 SHARES PROCTOR AND GAMBLE P 2012-05-15 2025-05-23 21082 8264 12818 12818 1,300 SHARES VANGUARD INTRM CORP P 2021-06-25 2025-06-09 105145 123909 -18764 -18764 980 SHARES ALTRIA GROUP P 2008-04-18 2025-06-27 58245 21800 36445 36445 525 SHARE SOUTHERN COMPANY P 2010-03-17 2025-06-12 46986 17680 29306 29306 27546 2978 0 2978 0 2978 1830 0 0 0 1830 17 1165 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A NAN BENSON 6414852731 2325 JESSUP AVENUE STATE CENTER IA 50247 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 H VICTOR HELLBERG 204 N 18TH STREET MARSHALLTOWN IA 50158 TRUSTEE 0.00 0 0 0 NAN BENSON 2325 JESSUP AVENUE STATE CENTER IA 50247 TRUSTEE 0.00 0 0 0 KIEL STEVENSON 701 KESTER RD MARSHALLTOWN IA 50158 TRUSTEE 0.00 0 0 0 CATHY UNDERHILL 605 WILLOW LANE LEGRAND IA 50142 TRUSTEE 0.00 0 0 0 ANN HEYING 610 WESTWOOD DR MARSHALLTOWN IA 50158 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 SCHOLARSHIP GRANTS - A MINIMUM OF 40 AWARDS GIVEN EACH YEAR. 0 0 3385932 0 0 3385932 0 0 3385932 50789 3335143 166757 166757 2978 2978 163779 0 163779 0 163779 199900 0 199900 163779 0 0 19103 80786 82597 77686 260172 199900 0 0 0 163779 36121 0 0 296293 0 0 0 0 0 0 19103 277190 80786 82597 77686 36121 X PHYLLIS PERRY HULTON TRUST ATTN NAN PO BOX 1635 MARSHALLTOWN IA 50158 6414852371 NAME & SS # OF APPLICANT, HIGHSCHOOL GRADUATED FROM, COLLEGE OR TECH SCHOOL YOU PLAN TO ATTEND, HIGHSCHOOL TRANSCRIPTS AND FINANCIAL PLANS. APRIL 1ST OF SCHOOL YEAR COMMENCING IN SEPTEMBER. APPLICATIONS AVAILABLE IN JANUARY. NONE ALLEN EMMA PO 812 1212 230TH ST STATE CENTER IA 50247 NONE I EDUCATIONAL 1900 BARKER MARCUS 2617 RIDGE RD MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 BRUMMEL CARTER 208 WILSON ST LAUREL IA 50141 NONE I EDUCATIONAL 1900 BUNTING JADYN 310 2ND AVENUE MELBOURNE IA 50162 NONE I EDUCATIONAL 1900 BUTLER BAYLEE 105 3RD ST NE STATE CENTER IA 50247 NONE I EDUCATIONAL 1900 CASE HANNAH 2232 HIGHLAND ACRES RD MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 DAWSON ABIGAIL 307 RAINBOW DR MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 DEE ALLEN 1909 IOWA AVENUE WEST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1250 DEGELAU JASMINE 2690 290TH STREET MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 DENEUI JOSIE 410 3RD AVENUE SE STATE CENTER IA 50247 NONE I EDUCATIONAL 1900 DENNIS ELIZABETH 2720 BINDFORD AVENUE STATE CENTER IA 50247 NONE I EDUCATIONAL 1900 DEVIG KAYDENCE 3017 ZELLER AVENUE GILMAN IA 50106 NONE I EDUCATIONAL 1900 EDLER AVA 404 5TH ST SE STATE CENTER IA 50247 NONE I EDUCATIONAL 1900 FINDERS ASHTEN 3313 LILY LANE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 GIRARD AUDREY 32651 730TH AVENUE COLLINS IA 50055 NONE I EDUCATIONAL 1900 GOULDING RYAN 402 E MAIN ST LE GRAND IA 50142 NONE I EDUCATIONAL 1900 HAPPE ALAINEY 208 S MAIN ST LAUREL IA 50141 NONE I EDUCATIONAL 1900 HENZE ELLA 1128 255TH ST STATE CENTER IA 50247 NONE I EDUCATIONAL 1900 HERRERA MARCO 1105 STEVES CT MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 HOHNSTEIN HALIE 2170 CANFIELD AVENUE STATE CENTER IA 50247 NONE I EDUCATIONAL 1900 HUNGERFORD CALE 2943 260TH ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 JABLONSKI GAVIN 1737 COUNTRY CLUB LN MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 JACOBS RACHEL 2460B REED AVE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 JONES KATE 905 RATCLIFFE DRIVE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 KALINAY MARY 1940 235TH ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 KIRKE ZANE 2429 EVERGREEN AVE STATE CENTER IA 50247 NONE I EDUCATIONAL 1900 LANDER ADYSEN 1821 KNAPP AVE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 MCILRATH RAYNE 2690 330TH STREET LAUREL IA 50141 NONE I EDUCATIONAL 1900 MEYER ELLA 306 LINCOLN VALLEY DR STATE CENTER IA 50247 NONE I EDUCATIONAL 1900 MONTEALEGRE DENISE 913 PRAIRIE LN MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 MUSTAINE TAYLOR 401 1ST AVE S STATE CENTER IA 50247 NONE I EDUCATIONAL 1900 NASON EMMA 304 1ST AVE N ST STATE CENTER IA 50247 NONE I EDUCATIONAL 1900 NEUROTH LANDON 104 HIGHLAND ACRES RD MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 OETKER HAYDEN 1518 GREENFIELD DR MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 OROZCO NICOLAS 1104 PRAIRIE LANE MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 OSGOOD IAN 10829 S 109TH ST PAPILLION NE 68046 NONE I EDUCATIONAL 1900 PETERSON PAITYN 3157 DAVIDSON AVE RHODES IA 50234 NONE I EDUCATIONAL 1900 PFANTZ KEATAN 406 4TH AVE NE PO BOX 506 STATE CENTER IA 50247 NONE I EDUCATIONAL 1900 RANDALL KIERSTEN 15 CLARK ST MELBOURNE IA 50162 NONE I EDUCATIONAL 1900 ROHMILLER NORA 104 LINCOLN VALLEY DR STATE CENTER IA 50247 NONE I EDUCATIONAL 1900 ROHMILLER RYAN 104 LINCOLN VALLEY DR STATE CENTER IA 50247 NONE I EDUCATIONAL 1900 SANTANA ETHEN 306 SUMMIT STREET MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 SANTANA JOLCEY 306 SUMMIT STREET MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 SCHULER MAKAYLA 2039 DURHAM AVE STATE CENTER IA 50247 NONE I EDUCATIONAL 1900 SEBERGER AARON 2621 RIDGE RD MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 SHIPLEY KHLOE 2305 BITTERSWEET RD MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 SIEGERT OWEN 220 COLLEGE DRIVE MELBOURNE IA 50162 NONE I EDUCATIONAL 1900 STANLEY AVERY 2007 BAILEY DR MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 STANLEY EMMA 216 COLLEGE DR MELBOURNE IA 50162 NONE I EDUCATIONAL 950 STEWARD HAVEN 507 S DRURY LANE LE GRAND IA 50142 NONE I EDUCATIONAL 1900 THOMPSON WYATT 1423 S GRAND AVENUE UNIT 302 AMES IA 50010 NONE I EDUCATIONAL 1900 TOLLEFSON ABIGAIL 302 5TH AVE SW STATE CENTER IA 50247 NONE I EDUCATIONAL 1900 TOLLEFSON ANDREW 404 LINCOLN VALLEY DRIVE STATE CENTER IA 50247 NONE I EDUCATIONAL 1900 WEIDENAAR QUINN 608 FREMONT ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 WERTZ ELLA 404 4TH ST SW STATE CENTER IA 50247 NONE I EDUCATIONAL 1900 WHEATER KENNEDY 302 EAST DAWN ST PO BOX 187 LE GRAND IA 50142 NONE I EDUCATIONAL 1900 WITTKOP AVERY 2622 S 8TH ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 YOEMANS MEAH 1810 SUMMIT ST MARSHALLTOWN IA 50158 NONE I EDUCATIONAL 1900 ANDREWS KAYLIE 402 2ND AVE NE STATE CENTER IA 50247 NONE 1 EDUCATIONAL 1250 BARNES LUCAS 2835 BROWN AVENUE STATE CENTER IA 50247 NONE 1 EDUCATIONAL 1250 ISAAC BENSCOTER 1708 RAINBOW DRIVE MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 CARLSON ELLE 111 PARK AVENUE MELBOURNE IA 50162 NONE 1 EDUCATIONAL 1250 COULTER LAWSON 2886 HART AVENUE MELBOURNE IA 50162 NONE 1 EDUCATIONAL 1250 COVARRUBIAS LIZBETH 209 S 6TH ST MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 MONTES RUAL CUEVAS 2004 WARDVIEW RD MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 DECKER JACK 303 2ND AVE NW STATE CENTER IA 50247 NONE 1 EDUCATIONAL 1250 DEJONG EMMA 1930 235TH ST MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 DESOTEL NOAH 2381 LURAY RD MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 DIERKS EMMA 401 3RD AVE SE STATE CENTER IA 50247 NONE 1 EDUCATIONAL 1250 EICH JACE 1604 WESTWOOD DR MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 ESTABROOK GABRIELLE 1910 STRATFORD LANE MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 FARRINGTON JACOB 2439 UNDERWOOD AVENUE MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 FISHER LILLIAN 1617 310TH ST MELBOURNE IA 50162 NONE 1 EDUCATIONAL 1250 GAVARRETE GENEVIEVE 2658 H REED AVENUE MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 GOODMAN DAWSON 3142 DAVIDSON AVE RHODES IA 50234 NONE 1 EDUCATIONAL 1250 GUDITH BROOKLYN 1506 BRENTWOOD TERRACE MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 HARPER AVALYN 209 E CENTER ST GILMAN IA 50106 NONE 1 EDUCATIONAL 1250 HAUSER KATE 2421 FAIRMAN AVENUE STATE CENTER IA 50627 NONE 1 EDUCATIONAL 1250 HILLEMAN ABBY 1249 180TH ST STATE CENTER IA 50247 NONE 1 EDUCATIONAL 1250 HUGES ELLIE 503 SPRINGFIELD DR MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 JENSEN REESE 302 5TH ST SE STATE CENTER IA 50247 NONE 1 EDUCATIONAL 1250 JONES RACHEL 905 RATCLIFFE DRIVE MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 KALINAY ELIZABETH 1940 235TH ST MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 KARSJEN JILLIAN 1536 239TH ST STATE CENTER IA 50247 NONE 1 EDUCATIONAL 1250 KENDALL ELLIE 2234 MARSHALLTOWN BLVD MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 KRIEGEL KINLEIGH 510 2ND ST NW STATE CENTER IA 50247 NONE 1 EDUCATIONAL 1250 KUHLERS HALLIE 2509 KNOLLWAY DR MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 LAMMERT KENEDY 504 NICHOLAS DR MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 LISTON LYLA 2237 YATES AVE MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 MARQUESS LILY 2003 BAILEY DR MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 MEJIA TAMARA 1911 SUMMIT ST MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 MORENCY HANNAH 707 2ND ST SW STATE CENTER IA 50247 NONE 1 EDUCATIONAL 1250 MORRISON EMILY 1717 COUNTRY CLUB LN MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 NICHOLS NATALIE 1835 HOPKINS AVE MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 NISSEN-BENSON ADDISON 2426 STARRY GROVE RD MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 PFANTZ CADEN PO BOX 506 STATE CENTER IA 50247 NONE 1 EDUCATIONAL 1250 RAGLAND DAVIS 1502 W LINCOLNWAY MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 RANSON AMELIA 502 3RD AVE SE STATE CENTER IA 50247 NONE 1 EDUCATIONAL 1250 RASMUSSON MYLIE 1011 W MAIN ST MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 RYAN DELANEY 2506 S 8TH ST MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 SCHELLING DESSA 901 E OLIVE ST 305 MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 SHIBE AVA 2905 ARNOLD DR MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1250 SIMMS HOLDEN 306 4TH ST SW STATE CENTER IA 50247 NONE 1 EDUCATIONAL 1250 SYDER ABAGAIL 3249 BINFORD AVE RHODES IA 50234 NONE 1 EDUCATIONAL 1250 THOMPSON MADELYN 1708 310TH ST MELBOURNE IA 50162 NONE 1 EDUCATIONAL 1250 WALKER ELLEY 2714 FAIRMAN AVE STATE CENTER IA 50247 NONE 1 EDUCATIONAL 1250 WHEATER DREW 302 E DAWN ST LEGRAND IA 50142 NONE 1 EDUCATIONAL 1250 WILLIAMS JASMIN 500 4TH AVE APT 208 GRINNELL IA 50112 NONE 1 EDUCATIONAL 1250 ZAHND LILIAN 507 3RD AVE NE STATE CENTER IA 50247 NONE 1 EDUCATIONAL 1250 BUSCHBOM LAYLA 1913 GETHMANN LN MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1900 EIRIKSON GABRIELLE 1690 230TH ST STATE CENTER IA 50247 NONE 1 EDUCATIONAL 1900 FOSTER KINCAID 210 N HIGH ST GILMAN IA 50106 NONE 1 EDUCATIONAL 1900 FROWHEIN SHELBY 1703 EDGEBROOK DR APT F2 MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1900 GUDITH JACOB 1506 BRENTWOOD TERRACE MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1900 HAUSER EMELIA 2421 FAIRMAN AVENUE STATE CENTER IA 50247 NONE 1 EDUCATIONAL 1900 KIRNER BENJAMIN 931 FOREST AVE WATERLOO IA 50702 NONE 1 EDUCATIONAL 1900 KUHLERS EMMA 2509 KNOLLWAY DR MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1900 MCKEEVER ALEXA 1810 EDGEBROOK DR MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1900 NIEHOUSE KENTON 810 W CHURCH ST MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1900 PORTER JACKSON 1539 250TH ST STATE CENTER IA 50247 NONE 1 EDUCATIONAL 1900 RUIZ AUDEL 1611 E NEVAA ST MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1900 SANACHE DELCIE 602 S WEBSTER ST LE GRAND IA 50142 NONE 1 EDUCATIONAL 950 SANDVICK CAEL 2635 250TH ST MARSHALLTOWN IA 50158 NONE 1 EDUCATIONAL 1900 SOLBERG LAUREN 3130 CANFIELD AVE RHODES IA 50234 NONE 1 EDUCATIONAL 1900 199900 0 14 341 14 186325 03 27546 0 214212 0 214212 4 TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO LOCAL AREA STUDENTS. 8 TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO LOCAL AREA STUDENTS. 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 650 0 0 THE ORGANIZATION IS ELECTING TO APPLY CURRECT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEARS. THE ORGANIZATION IS ELECTING TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEARS. LPL FINANCIAL AT COST 2229808 3460168 OFFICE EXPENSE 589 0 0 PRIVATE FOUNDATION TAX EXPENSE 1151 0 0 FOREIGN TAX 1369 0 0