2026-06-17T13:56:58-04:00 2025-12-31 420991212 HOGAN - HANSEN PC 200 NORTH ADAMS AVENUE MASON CITY IA 504011320 990PF 2025-01-01 421519192 CFT FOUNDATION CFTF 6414243238 5 ARROWWOOD DRIVE MASON CITY IA 504012524 JOSEPH D THORESON VICE PRESIDENT 6414235154 2026-05-27 true JASON L SPEER CPA P00226569 6414230574 2026-06-12 2025 2025-03-06 01:10:19Z X 8660568 X X 189 189 189 35708 35708 35708 195784 3692274 195784 231681 231681 35897 4200 88517 56158 56158 148875 56158 0 600225 600225 749100 56158 600225 -517419 175523 35897 763752 35839 35839 200 200 6579788 6790082 8624729 7343540 6826121 8660568 0 X 7343540 6826121 7343540 6826121 7343540 6826121 7343540 -517419 6826121 6826121 MARKETABLE SECURITIES-CHARLES SCHWAB P 3692274 3496490 195784 195784 195784 2440 2440 2440 5051 5051 2611 2611 false false false false false false false true true IA true false false false false true N/A JOSEPH D THORESON 6414243238 5 ARROWWOOD DR 5 ARROWWOOD DR MASON CITY IA 50401 false false false false false false false true 2023 true false false false false false false false false false false false false JILL C THORESON 5 ARROWWOOD DR 5 ARROWWOOD DR MASON CITY IA 50401 PRESIDENT 000.00 0 0 0 JOSEPH D THORESON 5 ARROWWOOD DR 5 ARROWWOOD DR MASON CITY IA 50401 VICE PRESIDE 000.00 0 0 0 ERIKA TRISTAN 12135 BEAUREGARD DR HOUSTON TX 77024 SECRETARY 000.00 0 0 0 KIRK THORESON 2800 NORTH MILWAUKEE STREET DENVER CO 80210 TREASURER 000.00 0 0 0 NONE NONE N/A 8303014 479809 0 8782823 8782823 131742 8651081 432554 432554 2440 2440 430114 430114 430114 600225 600225 430114 416834 2021 178391 600225 416834 183391 178391 178391 246723 X THE FOUNDATION SELECTS THE CHARITABLE ORGANIZATIONS TO WHICH IT PLANS TO CONTRIBUTE BASED ON DECISIONS MADE AT DIRECTORS' MEETINGS. THE DONEES MAY VARY. ACLU ACLU 125 BROAD STREET 125 BROAD STREET NEW YORK NY 10004 PC GIFT 10000 ALIGHT ALIGHT 4 OVERLOOK POINT 4OP 4 OVERLOOK POINT 4OP LINCOLNSHIRE IL 60069 PC GIFT 20000 ALZHEIMER'S RESEARCH ALZHEIMER'S RESEARCH 640 JACKSON STREET 640 JACKSON STREET ST PAUL MN 55101 PC GIFT 50000 AMERICAN RED CROSS RED CROSS 2116 GRAND AVE 2116 GRAND AVE DES MOINES IA 50312 PC GIFT 50000 BLOOD CANCER UNITED BLOOD CANCER UNITED 1201 15TH ST NW SUITE 41 1201 15TH ST NW SUITE 41 WASHINGTON DC 20005 PC GIFT 10000 DOCTORS WITHOUT BORDERS DOCTORS WITHOUT BORDERS 40 RECTOR STREET 40 RECTOR STREET NEW YORK NY 10006 PC GIFT 2000 FEEDING AMERICA FEEDING AMERICA 161 NORTH CLARK STREET 161 NORTH CLARK STREET CHICAGO IL 60601 PC GIFT 2000 HUMANE SOCIETY OF NORTH IOWA HUMANE SOCIETY OF NORTH IOWA 2700 S BIRCH DR 2700 S BIRCH DR MASON CITY IA 50401 PC GIFT 2000 IOWA STATE UNIVERSITY IOWA STATE UNIVERSITY 515 MORRILL RD 515 MORRILL RD AMES IA 50011 PC GIFT 2000 MASON CITY FOUNDATION MASON CITY FOUNDATION 308 S PENNSYLVANIA AVE 308 S PENNSYLVANIA AVE MASON CITY IA 50401 PC GIFT 5000 MEALS ON WHEELS MEALS ON WHEELS 606 N MONROE AVE 606 N MONROE AVE MASON CITY IA 50401 PC GIFT 20000 PARKINSONS FOUNDATION PARKINSONS FOUNDATION 1350 BROADWAY 1350 BROADWAY NEW YORK CITY NY 10018 PC GIFT 50000 SHRINERS CHILDREN'S SHRINERS CHILDREN'S 2900 N ROCKY POINT DRIVE 2900 N ROCKY POINT DRIVE TAMPA FL 33607 PC GIFT 5000 SMILE TRAIN SMILE TRAIN PO BOX 96231 PO BOX 96231 WASHINGTON DC 20090 PC GIFT 1800 ST JUDE CHILDRENS RESEARCH HOSPITAL ST JUDE CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE 501 ST JUDE PLACE MEMPHIS TN 38105 PC GIFT 5000 TOYS FOR TOTS TOYS FOR TOTS 609 S ADAMS AVE 609 S ADAMS AVE MASON CITY IA 50401 PC GIFT 1925 UNICEF UNICEF 125 MAIDEN LANE 125 MAIDEN LANE NEW YORK NY 10038 PC GIFT 3000 UNIVERSITY OF IOWA FOUNDATION UNIVERSITY OF IOWA FOUNDATION PO BOX 4550 PO BOX 4550 IOWA CITY IA 52244 PC GIFT 300000 VFW FOUNDATION VFW FOUNDATION 406 W 34TH ST SUITE 920 406 W 34TH ST SUITE 920 KANSAS CITY MO 64111 PC GIFT 500 WOUNDED WARRIOR WOUNDED WARRIOR PO BOX 758516 PO BOX 758516 TOPEKA KS 66675 PC GIFT 50000 RONALD MCDONALD HOUSE RONALD MCDONALD HOUSE 1441 PHEASANT ST 1441 PHEASANT ST DES MOINES IA 50314 PC GIFT 10000 600225 14 189 14 35708 18 195784 231681 231681 false false false false false false false false false false TAX PREPARATION - HOGAN-HANSEN 4200 CHARLES SCHWAB AT COST 6790082 8624729 EXPENSES INVESTMENT MANAGEMENT FEES 55808 55808 BANK FEES 350 350 OTHER RECEIVABLE-OFFFICER 200 INVESTMENT INCOME EXCISE TAX 35000 4720 EXCISE TAX ON UNDISTRIBUTED 53517