2026-06-09T10:52:38-04:00 2025-12-31 420991212 HOGAN - HANSEN PC 200 NORTH ADAMS AVENUE MASON CITY IA 504011320 990PF 2025-01-01 426061933 SIDNEY A SWENSRUD SCHOLARSHIP FUND SIDN 6413901228 PO BOX 121 NORTHWOOD IA 50459 TANNA MORETZ PRESIDENT 6413241327 2026-05-21 true DENNIS J MUYSKENS CPA P00384861 6414230574 2026-05-21 2025 2025-03-06 01:10:19Z X X 5280927 X X 32191 32191 32191 84978 84978 84978 159292 2661536 121405 276461 238574 117169 17427 17427 9264 73 246 79 167 26937 17579 167 146130 146130 173067 17579 146297 103394 220995 117169 4713 4713 310084 310084 497577 501086 1074409 2197869 5224180 1679590 2267175 5224180 3566373 5280927 0 X 5224180 3566373 5224180 3566373 5224180 3566373 5224180 103394 5327574 1761201 3566373 MORGAN STANLEY P 2025-03-26 2025-12-09 1630770 1638566 -7796 -7796 MORGAN STANLEY P 2024-11-11 2025-04-11 10433 8471 1962 1962 MORGAN STANLEY P 2024-09-16 2025-11-04 979823 852792 127031 127031 121405 3072 3072 3072 4596 4596 X 5 1519 1519 false false false false false false false true true true false false false false true N/A TANNA MORETZ 6413901228 4240 LILAC AVE NORTHWOOD IA 50459 false false false false false false false false false false false false false false false false false false false false TANNA MORETZ 4240 LILAC AVE NORTHWOOD IA 50459 PRESIDENT 2.00 0 0 0 JODI PORTER 4979 ORCHID AVENUE NORTHWOOD IA 50459 TRUSTEE 1.00 0 0 0 SHERRY OLSON 1496 480TH STREET NORTHWOOD IA 50459 TRUSTEE 1.00 0 0 0 TONY HAITT 1496 480TH STREET NORTHWOOD IA 50459 TRUSTEE 1.00 0 0 0 KEITH FRITZ 1496 480TH STREET NORTHWOOD IA 50459 TRUSTEE 1.00 0 0 0 DAN HENDRIKSON 801 8TH STREET N NORTHWOOD IA 50459 TRUSTEE 1.00 0 0 0 NONE NONE N/A 4594272 406993 0 5001265 5001265 75019 4926246 246312 246312 3072 3072 243240 243240 243240 146297 146297 243240 449236 112838 562074 146297 146297 96943 96943 465131 0 465131 352293 112838 SIDNEY A SWENSRUD SCHOLARSHIP FUND C/O NORTHWOOD-KENSETT HIGH SCHOOL 1496 - 480TH STREET NORTHWOOD IA 50459 6413242021 COMPLETE THE LOCAL SCHOLARSHIP APPLICATION FOR NORTHWOOD- KENSETT HIGH SCHOOL. APRIL 1ST OF EACH YEAR. THE RECIPIENTS ARE BASED ON BOTH MERIT AND NEED. THE AWARD OF AT LEAST A LIKE AMOUNT TO THE SAID STUDENT WILL BE AWARDED FOR NOT MORE THAN THREE SUCCEEDING YEARS, PROVIDED THE STUDENT MAINTAINS A SCHOLASTIC RECORD WHICH IS DEEMED BY THE TRUSTEES TO MERIT A CONTINUATION OF THE AWARD. NORTHWOOD-KENSETT COMMUNITY SCHOOL 1496 480TH STREET NORTHWOOD IA 50459 NONE POF SCHOLARHSIP 130 BREYDEN HOEPPNER UNI 002 GILCHRIST HALL CEDAR FALLS IA 506140018 NONE I SCHOLARSHIP 1000 CARLY HENGESTEGALLEN COLLEGE 1825 LOGAN AVENUE WATERLOO IA 50703 NONE I SCHOLARSHIP 7000 EMMA DAVIDSONISU 1350 BEARDSHEAR HALL 515 MORRILL RD AMES IA 50011 NONE I SCHOLARSHIP 7000 EVELYN OCELUNIVERSITY OF IOWA 2700 UNIV CAPITOL CENTRE IOWA CITY IA 52242 NONE I SCHOLARSHIP 3500 GRADY BUENZOWUNI 002 GILCHRIST HALL CEDAR FALLS IA 506140018 NONE I SCHOLARSHIP 10000 HAILEY KRAMBEERNIACC 500 COLLEGE DRIVE MASON CITY IA 50401 NONE I SCHOLARSHIP 1000 HALLIE VARNERDMACC 2006 S ANKENY BLVD BLDG ANKENY IA 50023 NONE I SCHOLARSHIP 10500 HAYDEN MOOREISU 1350 BEARDSHEAR HALL 515 MORRILL RD AMES IA 50011 NONE I SCHOLARSHIP 10500 JADYN BELANDISU 1350 BEARDSHEAR HALL 515 MORRILL RD AMES IA 50011 NONE I SCHOLARSHIP 10000 JOZLYN MUNSONUNIVERSITY OF IOWA 2700 UNIV CAPITOL CENTRE IOWA CITY IA 52242 NONE I SCHOLARSHIP 7000 KAEL JULSETHISU 1350 BEARDSHEAR HALL 515 MORRILL RD AMES IA 50011 NONE I SCHOLARSHIP 3500 KENNY CONLINISU 1350 BEARDSHEAR HALL 515 MORRILL RD AMES IA 50011 NONE I SCHOLARSHIP 6000 LINDSEY MOOREWARTBURG 100 WARTBURG BLVD WAVERLY IA 50677 NONE I SCHOLARSHIP 6000 MACY THORSONWINONA STATE 175 WEST MARK STREET WINONA MN 55987 NONE I SCHOLARSHIP 1000 MADALYNN HANSONISU 1350 BEARDSHEAR HALL 515 MORRILL RD AMES IA 50011 NONE I SCHOALRSHIP 6000 MARLI BACKHAUSISU 1350 BEARSHEAR HALL 515 MORRILL RD AMES IA 50011 NONE I SCHOLARSHIP 7000 MASON THOFSONUNI 002 GILCHRIST HALL CEDAR FALLS IA 506140018 NONE I SCHOLARSHIP 7000 PEYTON SHOGERISU 1350 BEARDSHEAR HALL 515 MORRILL RD AMES IA 50011 NONE I SCHOLARSHIP 10000 RUTHIE CONLINDRAKE UNIVERSITY 2507 UNIVERSITY AVE DES MOINES IA 50311 NONE I SCHOLARSHIP 3500 TEAGAN JOHNSONUNIVERSITY OF IOWA 2700 UNIV CAPITOL CENTRE IOWA CITY IA 52242 NONE I SCHOLARSHIP 10000 THOMAS BLOCKUNI 002 GILCHRIST HALL CEDAR FALLS IA 506140018 NONE I SCHOLARSHIP 10500 TRENT TIEDEMANNUNIVERSITY OF IOWA 2700 UNIV CAPITOL CENTRE IOWA CITY IA 52242 NONE I SCHOLARSHIP 1000 WYATT WILLANDUNIV OF ARIZONA 1200 E UNIVERSITY BLVD TUSCON AZ 85721 NONE I SCHOLARSHIP 7000 146130 14 32191 14 84978 14 159292 276461 276461 false false false false false false false false false false MORGAN STANLEY 2024-09 PURCHASE 2025-11 39717 2415 37302 MORGAN STANLEY 2024-09 PURCHASE 2025-12 585 585 COMMON STOCKS 1074409 2197869 MORGAN STANLEY ACCOUNT FMV EXCHANGE TRADED & CLOSED-END FUNDS FMV 935497 1523621 MUTUAL FUNDS FMV 744093 743554 MARKET GAINS/LOSSES SINCE INCEPTION 1714556 PENALTY 145 TIMING DIFFERENCES 46500 EXPENSES BANK FEES 157 79 78 POSTAGE 89 89 MORGAN STANLEY 17427 17427 FOREIGN TAX WITHHELD 73 73 TAX ON INVESTMENT INCOME 4595 TAX ON INVESTMENT INCOME 4596