Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
IOWA WEST FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4201 RIVERS EDGE PARKWAY NO 400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COUNCIL BLUFFS, IA51501
A Employer identification number

42-1391990
B Telephone number (see instructions)

(712) 309-3010
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$471,775,154J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 6,587,814
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 4,770,114 4,770,114  
5a Gross rents............ 481,082 481,082  
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,643,369
b Gross sales price for all assets on line 6a 17,608,240
7 Capital gain net income (from Part IV, line 2)... 3,842,611
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 6,373,168 1,279,677  
12 Total. Add lines 1 through 11........ 19,855,547 10,373,484  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 351,040 17,552   333,488
14 Other employee salaries and wages...... 711,581 9,280   620,558
15 Pension plans, employee benefits....... 372,731 6,812   362,789
16a Legal fees (attach schedule)......... Click to see attachment 13,097 0   13,097
b Accounting fees (attach schedule)....... Click to see attachment 177,714 88,857   88,857
c Other professional fees (attach schedule).... Click to see attachment 2,440,770 2,087,721   288,759
17 Interest............... 732,012 0   732,012
18 Taxes (attach schedule) (see instructions)... Click to see attachment 206,767 0   0
19 Depreciation (attach schedule) and depletion... 1,830,001 0  
20 Occupancy.............. 249,820 0   249,820
21 Travel, conferences, and meetings....... 31,240 0   31,240
22 Printing and publications.......... 29,653 0   29,653
23 Other expenses (attach schedule)....... Click to see attachment 1,595,905 320,319   1,273,017
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,742,331 2,530,541   4,023,290
25 Contributions, gifts, grants paid....... 14,645,757 11,972,319
26 Total expenses and disbursements. Add lines 24 and 25 23,388,088 2,530,541   15,995,609
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,532,541
b Net investment income (if negative, enter -0-) 7,842,943
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 882,002 2,061,350 2,061,350
2 Savings and temporary cash investments......... 9,962,905 4,723,414 4,723,414
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet990,564
Less: allowance for doubtful accounts bullet   2,484,123 990,564 990,564
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet11,903,252
Less: allowance for doubtful accounts bullet0 11,170,758 11,903,252 11,903,252
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 22,925    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 122,124,732 Click to see attachment137,174,483 137,174,483
c Investments—corporate bonds (attach schedule)....... 34,779,911 Click to see attachment29,655,584 29,655,584
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 195,551,613 Click to see attachment229,706,952 229,706,952
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment52,485,900 Click to see attachment55,559,555 Click to see attachment55,559,555
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 429,464,869 471,775,154 471,775,154
Liabilities 17 Accounts payable and accrued expenses.......... 473,758 791,610
18 Grants payable................. 13,207,048 15,176,337
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 21,614,699 20,534,838
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 35,295,505 36,502,785
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 394,169,364 435,272,369
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 394,169,364 435,272,369
30 Total liabilities and net assets/fund balances (see instructions). 429,464,869 471,775,154
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
394,169,364
2
Enter amount from Part I, line 27a .....................
2
-3,532,541
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
46,571,199
4
Add lines 1, 2, and 3 ..........................
4
437,208,022
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,935,653
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
435,272,369
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a DBLTX DOUBLELINE TOTAL RETURN BOND FUND CLASS I #2040 242248.062 SHS   2018-03-19 2020-03-23
b JENYXJENSEN QUALITY GROWTH FUND CLASS Y #6299 27159.153 SHS   2011-07-21 2020-03-23
c POSIXPRINCIPAL GLOBAL REAL ESTATE SECURITIES FUND - INS #4905 156494.523   2014-08-22 2020-03-23
d VBTIX VANGUARD TOTAL BD MKT IDX INSTL CL #222 391989.199 SHS   2017-02-02 2020-03-23
e JENYXJENSEN QUALITY GROWTH FUND CLASS Y #6299 LONG TERM CAPITAL GAINS D      
VBTIX VANGUARD TOTAL BD MKT IDX INSTL CL #222 LONG TERM CAPITAL GAINS DIST      
IWN ISHARES RUSSELL 2000 VALUE ETF 125.000 SHS   2019-06-17 2020-01-02
MCY MERCURY GEN CORP NEW COM 100.000 SHS   2019-02-07 2020-01-02
MCY MERCURY GEN CORP NEW COM 300.000 SHS   2019-02-11 2020-01-03
MCY MERCURY GEN CORP NEW COM 75.000 SHS   2019-02-11 2020-01-06
FELE FRANKLIN ELEC INC COM 100.000 SHS @ $57.6245   2016-05-25 2020-01-07
MCY MERCURY GEN CORP NEW COM 75.000 SHS   2019-02-11 2020-01-07
FELE FRANKLIN ELEC INC COM 100.000 SHS   2016-06-14 2020-01-08
MCY MERCURY GEN CORP NEW COM 50.000 SHS   2019-02-11 2020-01-08
AAN AARON'S INC COM PAR $0.50 25.000 SHS   2018-06-22 2020-01-09
AAN AARON'S INC COM PAR $0.50 250.000 SHS   2018-06-25 2020-01-09
CACI CACI INTL INC CL A 110.000 SHS   2016-11-16 2020-01-09
EAF GRAFTECH INTL LTD COM 1000.000 SHS   2018-07-18 2020-01-09
EAF GRAFTECH INTL LTD COM 725.000 SHS   2018-09-20 2020-01-09
MXL MAXLINEAR INC COM 275.000 SHS   2018-02-09 2020-01-09
MCY MERCURY GEN CORP NEW COM 50.000 SHS   2019-02-11 2020-01-09
NR NEWPARK RES INC COM PAR $0.01 NEW 175.000 SHS   2018-06-22 2020-01-09
PRAH PRA HEALTH SCIENCES INC COM 75.000 SHS   2017-03-20 2020-01-09
VIRT VIRTU FINL INC CL A 250.000 SHS   2018-12-26 2020-01-09
VIRT VIRTU FINL INC CL A 350.000 SHS   2019-01-03 2020-01-09
AAN AARON'S INC COM PAR $0.50 325.000 SHS   2018-06-26 2020-01-10
EBS EMERGENT BIOSOLUTIONS INC COM 150.000 SHS   2019-03-12 2020-01-10
MXL MAXLINEAR INC COM 450.000 SHS   2018-05-09 2020-01-10
NR NEWPARK RES INC COM PAR $0.01 NEW 175.000 SHS   2018-06-22 2020-01-10
PRAH PRA HEALTH SCIENCES INC COM 100.000 SHS   2017-08-09 2020-01-10
VIRT VIRTU FINL INC CL A 200.000 SHS   2019-01-08 2020-01-10
AAN AARON'S INC COM PAR $0.50 225.000 SHS   2018-07-05 2020-01-13
LNTH LANTHEUS HLDGS INC COM 100.000 SHS   2018-04-26 2020-01-13
MXL MAXLINEAR INC COM 100.000 SHS   2018-05-09 2020-01-13
MCY MERCURY GEN CORP NEW COM 150.000 SHS   2019-02-13 2020-01-13
NR NEWPARK RES INC COM PAR $0.01 NEW 525.000 SHS   2018-06-26 2020-01-13
AAN AARON'S INC COM PAR $0.50 25.000 SHS   2018-07-05 2020-01-14
AAN AARON'S INC COM PAR $0.50 75.000 SHS   2018-08-01 2020-01-14
LNTH LANTHEUS HLDGS INC COM 275.000 SHS   2018-05-01 2020-01-14
MCY MERCURY GEN CORP NEW COM 250.000 SHS   2019-02-13 2020-01-14
NR NEWPARK RES INC COM PAR $0.01 NEW 375.000 SHS   2018-06-28 2020-01-14
BCO BRINKS CO COM 50.000 SHS   2018-01-22 2020-01-15
LNTH LANTHEUS HLDGS INC COM 675.000 SHS   2018-06-07 2020-01-15
MCY MERCURY GEN CORP NEW COM 50.000 SHS   2019-02-14 2020-01-15
NR NEWPARK RES INC COM PAR $0.01 NEW 50.000 SHS   2018-07-19 2020-01-15
BCO BRINKS CO COM 175.000 SHS   2018-02-09 2020-01-16
MCY MERCURY GEN CORP NEW COM 25.000 SHS   2019-02-20 2020-01-16
NR NEWPARK RES INC COM PAR $0.01 NEW 200.000 SHS   2018-07-24 2020-01-16
MCY MERCURY GEN CORP NEW COM 25.000 SHS   2019-03-20 2020-01-17
NR NEWPARK RES INC COM PAR $0.01 NEW 50.000 SHS   2018-07-25 2020-01-17
MCY MERCURY GEN CORP NEW COM 100.000 SHS   2019-03-22 2020-01-21
NR NEWPARK RES INC COM PAR $0.01 NEW 275.000 SHS   2018-08-01 2020-01-21
CACI CACI INTL INC CL A 70.000 SHS   2017-05-31 2020-01-22
MCY MERCURY GEN CORP NEW COM 50.000 SHS   2019-09-27 2020-01-22
NR NEWPARK RES INC COM PAR $0.01 NEW 25.000 SHS   2018-08-01 2020-01-22
NR NEWPARK RES INC COM PAR $0.01 NEW 75.000 SHS   2018-08-07 2020-01-22
IWN ISHARES RUSSELL 2000 VALUE ETF 375.000 SHS   2019-06-17 2020-01-24
IWN ISHARES RUSSELL 2000 VALUE ETF 600.000 SHS   2019-06-17 2020-01-27
IWN ISHARES RUSSELL 2000 VALUE ETF 25.000 SHS   2019-06-18 2020-01-27
GTN GRAY TELEVISION INC COM 300.000 SHS   2019-08-21 2020-01-28
TGNA TEGNA INC COM 125.000 SHS   2017-06-22 2020-01-28
MXL MAXLINEAR INC COM 175.000 SHS   2018-05-18 2020-01-29
TGNA TEGNA INC COM 875.000 SHS   2017-07-24 2020-01-29
CPE CALLON PETE CO DEL COM 650.000 SHS   2019-09-10 2020-01-30
CPE CALLON PETE CO DEL COM 1225.000 SHS   2019-09-10 2020-01-30
CPE CALLON PETE CO DEL COM 1375.000 SHS   2019-09-27 2020-01-30
GTN GRAY TELEVISION INC COM 275.000 SHS   2019-08-21 2020-01-30
MXL MAXLINEAR INC COM 125.000 SHS   2018-06-07 2020-01-30
MXL MAXLINEAR INC COM 175.000 SHS   2018-06-07 2020-01-30
NR NEWPARK RES INC COM PAR $0.01 NEW 2650.000 SHS   2019-09-10 2020-01-30
NR NEWPARK RES INC COM PAR $0.01 NEW 125.000 SHS   2019-09-10 2020-01-30
NXST NEXTSTAR MEDIA GROUP INC 150.000 SHS   2017-05-10 2020-01-30
TGNA TEGNA INC COM 325.000 SHS   2017-08-01 2020-01-30
TGNA TEGNA INC COM 425.000 SHS   2017-08-01 2020-01-30
FFBC FIRST FINL BANKCORP OHIO COM 75.000 SHS   2016-04-18 2020-01-31
IWN ISHARES RUSSELL 2000 VALUE ETF 425.000 SHS   2019-06-27 2020-01-31
LKFN LAKELAND FINL CORP COM 75.000 SHS   2016-01-08 2020-01-31
MXL MAXLINEAR INC COM 125.000 SHS   2018-06-08 2020-01-31
MXL MAXLINEAR INC COM 25.000 SHS   2018-06-08 2020-01-31
TGNA TEGNA INC COM 25.000 SHS   2017-08-01 2020-01-31
TGNA TEGNA INC COM 175.000 SHS   2017-08-23 2020-01-31
TGNA TEGNA INC COM 1250.000 SHS   2018-05-16 2020-01-31
TGNA TEGNA INC COM 1325.000 SHS   2018-05-17 2020-01-31
FFBC FIRST FINL BANKCORP OHIO COM 100.000 SHS   2016-04-20 2020-02-03
MXL MAXLINEAR INC COM 75.000 SHS   2018-08-08 2020-02-03
AAN AARON'S INC COM PAR $0.50 350.000 SHS   2019-01-15 2020-02-04
LKFN LAKELAND FINL CORP COM 50.000 SHS   2016-01-08 2020-02-04
MXL MAXLINEAR INC COM 350.000 SHS   2018-08-22 2020-02-04
MXL MAXLINEAR INC COM 50.000 SHS   2019-09-10 2020-02-04
AAN AARON'S INC COM PAR $0.50 225.000 SHS   2019-09-10 2020-02-05
AAN AARON'S INC COM PAR $0.50 100.000 SHS   2019-10-22 2020-02-05
LKFN LAKELAND FINL CORP COM 25.000 SHS   2016-01-08 2020-02-05
MXL MAXLINEAR INC COM 50.000 SHS   2019-09-10 2020-02-05
MXL MAXLINEAR INC COM 200.000 SHS   2019-09-26 2020-02-05
MXL MAXLINEAR INC COM 50.000 SHS   2019-10-22 2020-02-05
MXL MAXLINEAR INC COM 150.000 SHS   2019-10-22 2020-02-06
NXST NEXTSTAR MEDIA GROUP INC 50.000 SHS   2017-05-10 2020-02-06
TGNA TEGNA INC COM 500.000 SHS   2018-07-11 2020-02-06
NXST NEXTSTAR MEDIA GROUP INC 50.000 SHS   2017-05-24 2020-02-07
TGNA TEGNA INC COM 375.000 SHS   2018-08-22 2020-02-07
BRC BRADY CORP CL A 50.000 SHS   2018-09-04 2020-02-11
AMN AMN HEALTHCARE SERVICES INC COM 150.000 SHS   2017-05-05 2020-02-12
BRC BRADY CORP CL A 50.000 SHS   2018-09-04 2020-02-12
FELE FRANKLIN ELEC INC COM 125.000 SHS   2017-03-21 2020-02-12
AMN AMN HEALTHCARE SERVICES INC COM 325.000 SHS   2018-10-17 2020-02-13
AMN AMN HEALTHCARE SERVICES INC COM 125.000 SHS   2018-11-30 2020-02-13
BRC BRADY CORP CL A 75.000 SHS   2018-09-05 2020-02-13
BCO BRINKS CO COM 225.000 SHS   2018-03-06 2020-02-13
FELE FRANKLIN ELEC INC COM 150.000 SHS   2017-04-26 2020-02-13
AMN AMN HEALTHCARE SERVICES INC COM 100.000 SHS   2019-01-08 2020-02-14
BCO BRINKS CO COM 150.000 SHS   2018-10-17 2020-02-14
FELE FRANKLIN ELEC INC COM 75.000 SHS   2017-04-26 2020-02-14
BRC BRADY CORP CL A 50.000 SHS   2018-09-05 2020-02-18
BRC BRADY CORP CL A 75.000 SHS   2018-09-05 2020-02-20
CACI CACI INTL INC CL A 30.000 SHS   2017-06-02 2020-02-20
LKFN LAKELAND FINL CORP COM 25.000 SHS   2016-01-08 2020-02-20
CACI CACI INTL INC CL A 10.000 SHS   2017-06-02 2020-02-21
WBS WEBSTER FINL CORP WATERBURY CONN COM 100.000 SHS   2019-02-05 2020-02-21
CACI CACI INTL INC CL A 10.000 SHS   2017-06-02 2020-02-24
EAF GRAFTECH INTL LTD COM 300.000 SHS   2018-09-21 2020-02-24
LKFN LAKELAND FINL CORP COM 50.000 SHS   2016-01-08 2020-02-24
NXST NEXTSTAR MEDIA GROUP INC 50.000 SHS   2017-05-24 2020-02-24
WBS WEBSTER FINL CORP WATERBURY CONN COM 125.000 SHS   2019-02-07 2020-02-24
CACI CACI INTL INC CL A 90.000 SHS   2017-12-05 2020-02-25
EAF GRAFTECH INTL LTD COM 450.000 SHS   2018-11-12 2020-02-25
EAF GRAFTECH INTL LTD COM 500.000 SHS   2018-11-30 2020-02-25
LKFN LAKELAND FINL CORP COM 75.000 SHS   2016-01-08 2020-02-25
NXST NEXTSTAR MEDIA GROUP INC 150.000 SHS   2017-05-31 2020-02-25
WBS WEBSTER FINL CORP WATERBURY CONN COM 225.000 SHS   2019-02-08 2020-02-25
WBS WEBSTER FINL CORP WATERBURY CONN COM 200.000 SHS   2019-02-19 2020-02-25
DNKN DUNKIN BRANDS GROUP INC COM 225.000 SHS   2017-09-20 2020-02-26
EAF GRAFTECH INTL LTD COM 1650.000 SHS   2019-09-26 2020-02-26
  P    
NXST NEXTSTAR MEDIA GROUP INC 75.000 SHS   2017-08-01 2020-02-26
TGNA TEGNA INC COM 200.000 SHS   2018-09-04 2020-02-26
TGNA TEGNA INC COM 250.000 SHS   2018-09-04 2020-02-26
WBS WEBSTER FINL CORP WATERBURY CONN COM 250.000 SHS   2019-02-20 2020-02-26
DNKN DUNKIN BRANDS GROUP INC COM 150.000 SHS   2017-09-28 2020-02-27
EAF GRAFTECH INTL LTD COM 275.000 SHS   2019-10-22 2020-02-27
EAF GRAFTECH INTL LTD COM 50.000 SHS   2019-10-23 2020-02-27
TGNA TEGNA INC COM 25.000 SHS   2018-09-05 2020-02-27
WBS WEBSTER FINL CORP WATERBURY CONN COM 75.000 SHS   2019-02-22 2020-02-27
DNKN DUNKIN BRANDS GROUP INC COM 325.000 SHS   2019-08-15 2020-02-28
EAF GRAFTECH INTL LTD COM 300.000 SHS   2019-10-23 2020-02-28
IWN ISHARES RUSSELL 2000 VALUE ETF 425.000 SHS   2019-08-29 2020-02-28
WBS WEBSTER FINL CORP WATERBURY CONN COM 175.000 SHS   2019-04-17 2020-02-28
  P    
VISTA OUTDOOR INC COM PROCEEDS ON CLASS ACTION      
DNKN DUNKIN BRANDS GROUP INC COM 25.000 SHS   2019-09-26 2020-03-02
WBS WEBSTER FINL CORP WATERBURY CONN COM 250.000 SHS   2019-10-22 2020-03-02
WBS WEBSTER FINL CORP WATERBURY CONN COM 175.000 SHS   2019-10-23 2020-03-02
CHCT COMMUNITY HEALTHCARE TR INC COM 25.000 SHS   2019-02-25 2020-03-03
VIRT VIRTU FINL INC CL A 200.000 SHS   2019-01-29 2020-03-03
WBS WEBSTER FINL CORP WATERBURY CONN COM 250.000 SHS   2019-10-30 2020-03-03
CHCT COMMUNITY HEALTHCARE TR INC COM 75.000 SHS   2019-02-25 2020-03-04
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 100.000 SHS   2018-05-03 2020-03-04
FFBC FIRST FINL BANKCORP OHIO COM 150.000 SHS   2016-04-21 2020-03-04
FRME FIRST MERCHANTS CORP COM 50.000 SHS   2016-04-04 2020-03-04
LKFN LAKELAND FINL COPR COM 75.000 SHS   2016-03-14 2020-03-04
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 300.000 SHS   2017-06-19 2020-03-04
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 25.000 SHS   2018-05-03 2020-03-05
FFBC FIRST FINL BANKCORP OHIO COM 25.000 SHS   2016-04-21 2020-03-05
FFBC FIRST FINL BANKCORP OHIO COM 325.000 SHS   2016-05-10 2020-03-05
FRME FIRST MERCHANTS CORP COM 50.000 SHS   2016-04-05 2020-03-05
LKFN LAKELAND FINL COPR COM 50.000 SHS   2016-03-15 2020-03-05
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 325.000 SHS   2017-06-26 2020-03-05
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 25.000 SHS   2017-06-27 2020-03-05
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 50.000 SHS   2018-05-03 2020-03-06
FFBC FIRST FINL BANKCORP OHIO COM 100.000 SHS   2016-05-11 2020-03-06
FRME FIRST MERCHANTS CORP COM 50.000 SHS   2016-04-06 2020-03-06
LKFN LAKELAND FINL COPR COM 50.000 SHS   2016-03-15 2020-03-06
MOG A MOOG INC CL A 25.000 SHS   2017-12-12 2020-03-06
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 50.000 SHS   2017-06-27 2020-03-06
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 25.000 SHS   2017-06-27 2020-03-06
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 25.000 SHS   2017-06-27 2020-03-06
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 75.000 SHS   2018-05-04 2020-03-09
FFBC FIRST FINL BANKCORP OHIO COM 75.000 SHS   2016-05-25 2020-03-09
FRME FIRST MERCHANTS CORP COM 25.000 SHS   2016-04-06 2020-03-09
LKFN LAKELAND FINL COPR COM 50.000 SHS   2016-04-15 2020-03-09
MOG A MOOG INC CL A 50.000 SHS   2017-12-14 2020-03-09
PE PARSLEY ENERGY INC CL A 1825.000 SHS   2019-10-25 2020-03-09
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 75.000 SHS   2017-06-27 2020-03-09
BDN BRANDYWINE RLTY TR SH BEN INT NEW 750.000 SHS   2017-07-27 2020-03-10
FRME FIRST MERCHANTS CORP COM 150.000 SHS   2016-05-25 2020-03-10
LKFN LAKELAND FINL COPR COM 282.000 SHS   2017-01-26 2020-03-10
LKFN LAKELAND FINL COPR COM 45.000 SHS   2017-01-27 2020-03-10
MOG A MOOG INC CL A 125.000 SHS   2019-02-22 2020-03-10
BDN BRANDYWINE RLTY TR SH BEN INT NEW 450.000 SHS   2017-08-24 2020-03-11
BDN BRANDYWINE RLTY TR SH BEN INT NEW 475.000 SHS   2019-03-22 2020-03-11
  P    
LKFN LAKELAND FINL COPR COM 149.000 SHS   2018-02-26 2020-03-11
MOG A MOOG INC CL A 150.000 SHS   2019-03-18 2020-03-11
  P    
BDN BRANDYWINE RLTY TR SH BEN INT NEW 75.000 SHS   2019-03-22 2020-03-12
LKFN LAKELAND FINL COPR COM 29.000 SHS   2018-02-26 2020-03-12
MOG A MOOG INC CL A 50.000 SHS   2019-03-19 2020-03-12
BDN BRANDYWINE RLTY TR SH BEN INT NEW 825.000 SHS   2019-10-24 2020-03-13
LKFN LAKELAND FINL COPR COM 182.000 SHS   2019-10-23 2020-03-13
  P    
MOG A MOOG INC CL A 225.000 SHS   2019-04-17 2020-03-13
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 50.000 SHS   2017-04-06 2020-03-13
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 200.000 SHS   2017-04-06 2020-03-13
DOC PHYSICIANS RLTY TR COM 125.000 SHS   2019-02-25 2020-03-13
DOC PHYSICIANS RLTY TR COM 400.000 SHS   2019-02-26 2020-03-13
CWK CUSHMAN WAKEFIELD PLC SHS 825.000 SHS   2019-04-23 2020-03-17
BCO BRINKS CO COM 275.000 SHS   2018-12-10 2020-03-17
MOG A MOOG INC CL A 102.000 SHS   2019-08-15 2020-03-17
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 25.000 SHS   2017-04-06 2020-03-17
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 125.000 SHS   2017-04-12 2020-03-17
CWK CUSHMAN WAKEFIELD PLC SHS 250.000 SHS   2019-04-24 2020-03-18
AMN AMN HEALTHCARE SERVICES INC COM 150.000 SHS   2019-01-08 2020-03-18
MOG A MOOG INC CL A 84.000 SHS   2019-09-11 2020-03-18
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 100.000 SHS   2017-04-13 2020-03-18
DOC PHYSICIANS RLTY TR COM 475.000 SHS   2019-02-26 2020-03-18
CWK CUSHMAN WAKEFIELD PLC SHS 75.000 SHS   2019-04-24 2020-03-19
AMN AMN HEALTHCARE SERVICES INC COM 25.000 SHS   2019-01-08 2020-03-19
BCO BRINKS CO COM 200.000 SHS   2019-10-30 2020-03-19
  P    
MOG A MOOG INC CL A 66.000 SHS   2019-09-26 2020-03-19
BDN BRANDYWINE RLTY TR SH BEN INT NEW 625.000 SHS   2019-11-01 2020-03-20
PRSP PERSPECTA INC COM 1150.000 SHS   2018-09-20 2020-03-20
SIGI SELECTIVE INS GROUP INC COM 125.000 SHS   2018-10-17 2020-03-20
BDN BRANDYWINE RLTY TR SH BEN INT NEW 675.000 SHS   2019-11-05 2020-03-23
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 100.000 SHS   2017-04-17 2020-03-23
PRSP PERSPECTA INC COM 550.000 SHS   2018-12-10 2020-03-23
PRSP PERSPECTA INC COM 300.000 SHS   2019-02-19 2020-03-23
SIGI SELECTIVE INS GROUP INC COM 75.000 SHS   2018-10-18 2020-03-23
SIGI SELECTIVE INS GROUP INC COM 75.000 SHS   2018-10-22 2020-03-23
AUB ATLANTIC UN BANKSHARES CORP COM 125.000 SHS   2015-03-12 2020-03-24
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 25.000 SHS   2018-05-07 2020-03-24
FBNC FIRST BANCORP N C COM 50.000 SHS   2018-10-08 2020-03-24
FFBC FIRST FINL BANKCORP OHIO COM 150.000 SHS   2016-06-03 2020-03-24
FRME FIRST MERCHANTS CORP COM 50.000 SHS   2016-05-25 2020-03-24
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 50.000 SHS   2017-04-18 2020-03-24
PRSP PERSPECTA INC COM 125.000 SHS   2019-02-20 2020-03-24
PRSP PERSPECTA INC COM 200.000 SHS   2019-09-26 2020-03-24
AUB ATLANTIC UN BANKSHARES CORP COM 125.000 SHS   2015-03-12 2020-03-25
AUB ATLANTIC UN BANKSHARES CORP COM 175.000 SHS   2015-03-16 2020-03-25
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 725.000 SHS   2018-05-10 2020-03-25
FBNC FIRST BANCORP N C COM 25.000 SHS   2018-10-09 2020-03-25
FFBC FIRST FINL BANKCORP OHIO COM 125.000 SHS   2016-06-06 2020-03-25
FRME FIRST MERCHANTS CORP COM 50.000 SHS   2016-05-25 2020-03-25
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 125.000 SHS   2017-04-18 2020-03-25
PRSP PERSPECTA INC COM 150.000 SHS   2019-10-22 2020-03-25
SAIC SCIENCE APPLICATNS INTL CP NEW COM 125.000 SHS   2020-01-09 2020-03-25
AUB ATLANTIC UN BANKSHARES CORP COM 125.000 SHS   2015-03-16 2020-03-26
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 75.000 SHS   2018-05-14 2020-03-26
FBNC FIRST BANCORP N C COM 100.000 SHS   2018-10-09 2020-03-26
FFBC FIRST FINL BANKCORP OHIO COM 75.000 SHS   2016-06-14 2020-03-26
FRME FIRST MERCHANTS CORP COM 150.000 SHS   2016-08-08 2020-03-26
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 75.000 SHS   2017-04-18 2020-03-26
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 175.000 SHS   2017-04-27 2020-03-26
SAIC SCIENCE APPLICATNS INTL CP NEW COM 25.000 SHS   2020-01-09 2020-03-26
FBNC FIRST BANCORP N C COM 125.000 SHS   2018-10-10 2020-03-27
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 25.000 SHS   2017-04-27 2020-03-27
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 150.000 SHS   2017-05-04 2020-03-27
SAIC SCIENCE APPLICATNS INTL CP NEW COM 150.000 SHS   2020-01-10 2020-03-27
AUB ATLANTIC UN BANKSHARES CORP COM 125.000 SHS   2015-03-16 2020-03-30
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 125.000 SHS   2017-06-27 2020-03-30
AUB ATLANTIC UN BANKSHARES CORP COM 125.000 SHS   2016-05-25 2020-03-31
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 75.000 SHS   2017-06-30 2020-03-31
AUB ATLANTIC UN BANKSHARES CORP COM 75.000 SHS   2016-05-26 2020-04-01
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 100.000 SHS   2017-06-30 2020-04-01
AUB ATLANTIC UN BANKSHARES CORP COM 25.000 SHS   2016-05-26 2020-04-02
ESI ELEMENT SOLUTIONS INC COM 675.000 SHS   2018-08-08 2020-04-02
SLAB SILICON LABORATORIES INC OC COM 50.000 SHS   2020-03-12 2020-04-02
ESI ELEMENT SOLUTIONS INC COM 1325.000 SHS   2018-08-10 2020-04-03
ESI ELEMENT SOLUTIONS INC COM 225.000 SHS   2018-08-10 2020-04-06
ESI ELEMENT SOLUTIONS INC COM 275.000 SHS   2018-08-13 2020-04-06
ATGE ADTALEM GLOBAL ED INC COM 50.000 SHS   2018-10-09 2020-04-07
ESI ELEMENT SOLUTIONS INC COM 650.000 SHS   2018-08-27 2020-04-07
FRME FIRST MERCHANTS CORP COM 75.000 SHS   2016-08-08 2020-04-07
THG HANOVER INS GROUP INC COM 75.000 SHS   2019-12-09 2020-04-07
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 100.000 SHS   2017-07-03 2020-04-07
ATGE ADTALEM GLOBAL ED INC COM 150.000 SHS   2018-10-17 2020-04-08
ESI ELEMENT SOLUTIONS INC COM 75.000 SHS   2018-08-27 2020-04-08
ESI ELEMENT SOLUTIONS INC COM 425.000 SHS   2018-09-04 2020-04-08
FRME FIRST MERCHANTS CORP COM 25.000 SHS   2016-08-08 2020-04-08
THG HANOVER INS GROUP INC COM 50.000 SHS   2019-12-09 2020-04-08
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 175.000 SHS   2017-07-05 2020-04-08
ATGE ADTALEM GLOBAL ED INC COM 50.000 SHS   2018-10-18 2020-04-09
ESI ELEMENT SOLUTIONS INC COM 150.000 SHS   2018-09-20 2020-04-09
ESI ELEMENT SOLUTIONS INC COM 50.000 SHS   2018-09-20 2020-04-09
ESI ELEMENT SOLUTIONS INC COM 375.000 SHS   2018-10-16 2020-04-09
FRME FIRST MERCHANTS CORP COM 150.000 SHS   2016-09-08 2020-04-09
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 75.000 SHS   2017-08-24 2020-04-09
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 250.000 SHS   2017-12-05 2020-04-09
ATGE ADTALEM GLOBAL ED INC COM 25.000 SHS   2018-10-18 2020-04-13
ESI ELEMENT SOLUTIONS INC COM 225.000 SHS   2018-10-17 2020-04-13
ESI ELEMENT SOLUTIONS INC COM 225.000 SHS   2018-11-20 2020-04-13
ATGE ADTALEM GLOBAL ED INC COM 225.000 SHS   2019-01-08 2020-04-14
ATGE ADTALEM GLOBAL ED INC COM 25.000 SHS   2019-01-08 2020-04-14
ATGE ADTALEM GLOBAL ED INC COM 181.000 SHS   2019-02-13 2020-04-15
AUB ATLANTIC UN BANKSHARES CORP COM 125.000 SHS   2016-10-25 2020-04-15
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 75.000 SHS   2018-05-16 2020-04-15
FFBC FIRST FINL BANKCORP OHIO COM 100.000 SHS   2016-08-05 2020-04-15
GTN GRAY TELEVISION INC COM 100.000 SHS   2019-08-21 2020-04-15
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 25.000 SHS   2017-05-04 2020-04-15
ATGE ADTALEM GLOBAL ED INC COM 380.000 SHS   2019-08-23 2020-04-16
  P    
AUB ATLANTIC UN BANKSHARES CORP COM 150.000 SHS   2016-11-28 2020-04-16
FBNC FIRST BANCORP N C COM 50.000 SHS   2018-10-10 2020-04-16
FFBC FIRST FINL BANKCORP OHIO COM 125.000 SHS   2016-08-08 2020-04-16
FRME FIRST MERCHANTS CORP COM 50.000 SHS   2016-09-09 2020-04-16
GTN GRAY TELEVISION INC COM 75.000 SHS   2019-08-21 2020-04-16
GTN GRAY TELEVISION INC COM 275.000 SHS   2019-08-23 2020-04-16
GTN GRAY TELEVISION INC COM 900.000 SHS   2019-08-26 2020-04-16
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 75.000 SHS   2017-05-05 2020-04-16
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 175.000 SHS   2018-02-26 2020-04-16
ATGE ADTALEM GLOBAL ED INC COM 54.000 SHS   2019-08-23 2020-04-17
AUB ATLANTIC UN BANKSHARES CORP COM 75.000 SHS   2016-11-28 2020-04-17
FRME FIRST MERCHANTS CORP COM 50.000 SHS   2016-09-09 2020-04-17
GTN GRAY TELEVISION INC COM 225.000 SHS   2019-08-27 2020-04-17
GTN GRAY TELEVISION INC COM 450.000 SHS   2019-09-11 2020-04-17
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 100.000 SHS   2017-08-23 2020-04-17
ATGE ADTALEM GLOBAL ED INC COM 48.000 SHS   2019-09-10 2020-04-20
GTN GRAY TELEVISION INC COM 250.000 SHS   2019-10-08 2020-04-20
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 75.000 SHS   2017-08-24 2020-04-20
ATGE ADTALEM GLOBAL ED INC COM 69.000 SHS   2019-09-10 2020-04-21
ATGE ADTALEM GLOBAL ED INC COM 45.000 SHS   2019-09-10 2020-04-21
GTN GRAY TELEVISION INC COM 125.000 SHS   2019-10-22 2020-04-21
GTN GRAY TELEVISION INC COM 100.000 SHS   2019-10-22 2020-04-22
APAM ARTISAN PARTNERS ASSET MGMT IN CL A 125.000 SHS   2020-03-20 2020-04-24
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 175.000 SHS   2017-09-06 2020-04-24
APAM ARTISAN PARTNERS ASSET MGMT IN CL A 125.000 SHS   2020-03-23 2020-04-27
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 100.000 SHS   2017-09-08 2020-04-27
LSCC LATTICE SEMICONDUCTOR CORP COM 400.000 SHS   2019-01-14 2020-04-29
LSCC LATTICE SEMICONDUCTOR CORP COM 200.000 SHS   2019-01-14 2020-05-01
LSCC LATTICE SEMICONDUCTOR CORP COM 725.000 SHS   2019-01-14 2020-05-01
DOC PHYSICIANS RLTY TR COM 50.000 SHS   2019-02-26 2020-05-04
DOC PHYSICIANS RLTY TR COM 675.000 SHS   2019-02-27 2020-05-04
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 275.000 SHS   2018-03-09 2020-05-04
AUB ATLANTIC UN BANKSHARES CORP COM 25.000 SHS   2016-11-28 2020-05-05
AUB ATLANTIC UN BANKSHARES CORP COM 175.000 SHS   2017-03-22 2020-05-05
MDC M D C HLDGS INC COM 600.000 SHS   2019-11-13 2020-05-05
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 125.000 SHS   2018-03-12 2020-05-05
AUB ATLANTIC UN BANKSHARES CORP COM 100.000 SHS   2017-05-23 2020-05-06
AUB ATLANTIC UN BANKSHARES CORP COM 1575.000 SHS   2020-02-21 2020-05-06
  P    
FFBC FIRST FINL BANKCORP OHIO COM 350.000 SHS   2016-09-09 2020-05-06
MDC M D C HLDGS INC COM 225.000 SHS   2019-11-20 2020-05-06
MDC M D C HLDGS INC COM 700.000 SHS   2020-01-09 2020-05-06
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 425.000 SHS   2018-05-11 2020-05-06
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 125.000 SHS   2018-05-21 2020-05-07
FFBC FIRST FINL BANKCORP OHIO COM 50.000 SHS   2016-09-12 2020-05-07
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 100.000 SHS   2018-05-18 2020-05-07
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 525.000 SHS   2019-10-22 2020-05-07
  P    
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 50.000 SHS   2019-10-23 2020-05-07
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 75.000 SHS   2018-05-22 2020-05-08
FFBC FIRST FINL BANKCORP OHIO COM 300.000 SHS   2016-10-25 2020-05-08
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 50.000 SHS   2020-01-30 2020-05-08
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 225.000 SHS   2020-02-03 2020-05-08
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 75.000 SHS   2018-05-31 2020-05-11
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 200.000 SHS   2020-02-20 2020-05-11
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 125.000 SHS   2020-02-20 2020-05-11
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 75.000 SHS   2018-06-04 2020-05-12
EBS EMERGENT BIOSOLUTIONS INC COM 125.000 SHS   2019-03-22 2020-05-13
FFBC FIRST FINL BANKCORP OHIO COM 100.000 SHS   2016-11-17 2020-05-13
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 150.000 SHS   2018-06-07 2020-05-14
FFBC FIRST FINL BANKCORP OHIO COM 375.000 SHS   2016-11-28 2020-05-14
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 125.000 SHS   2018-06-13 2020-05-15
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 50.000 SHS   2018-06-13 2020-05-15
FFBC FIRST FINL BANKCORP OHIO COM 150.000 SHS   2017-01-25 2020-05-15
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 100.000 SHS   2018-09-18 2020-05-18
FFBC FIRST FINL BANKCORP OHIO COM 550.000 SHS   2019-04-18 2020-05-18
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 25.000 SHS   2018-09-18 2020-05-19
DOC PHYSICIANS RLTY TR COM 339.000 SHS   2019-03-07 2020-05-19
DOC PHYSICIANS RLTY TR COM 1074.000 SHS   2019-03-22 2020-05-19
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 25.000 SHS   2018-09-21 2020-05-20
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 100.000 SHS   2019-01-24 2020-05-20
FFBC FIRST FINL BANKCORP OHIO COM 425.000 SHS   2019-10-18 2020-05-20
  P    
DOC PHYSICIANS RLTY TR COM 635.000 SHS   2019-09-27 2020-05-20
  P    
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 50.000 SHS   2019-01-25 2020-05-21
FFBC FIRST FINL BANKCORP OHIO COM 200.000 SHS   2019-10-18 2020-05-21
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 175.000 SHS   2019-10-22 2020-05-22
  P    
EFSC ENTERPRISE FINANCIAL SERVICES CORP COM 100.000 SHS   2019-10-24 2020-05-22
FFBC FIRST FINL BANKCORP OHIO COM 150.000 SHS   2019-10-22 2020-05-22
FFBC FIRST FINL BANKCORP OHIO COM 100.000 SHS   2019-10-22 2020-05-26
CHCT COMMUNITY HEALTHCARE TR INC COM 18.000 SHS   2019-02-25 2020-05-28
MTG MGIC INVT CORP WIS COM 50.000 SHS   2017-04-26 2020-05-28
MTG MGIC INVT CORP WIS COM 350.000 SHS   2017-04-26 2020-05-28
CHCT COMMUNITY HEALTHCARE TR INC COM 183.000 SHS   2019-02-27 2020-05-29
CHCT COMMUNITY HEALTHCARE TR INC COM 297.000 SHS   2019-03-07 2020-05-29
MTG MGIC INVT CORP WIS COM 875.000 SHS   2017-08-23 2020-05-29
MTG MGIC INVT CORP WIS COM 1075.000 SHS   2018-03-09 2020-05-29
CHCT COMMUNITY HEALTHCARE TR INC COM 106.000 SHS   2019-03-07 2020-06-01
MTG MGIC INVT CORP WIS COM 25.000 SHS   2018-03-09 2020-06-01
CHCT COMMUNITY HEALTHCARE TR INC COM 141.000 SHS   2019-03-07 2020-06-02
CHCT COMMUNITY HEALTHCARE TR INC COM 44.000 SHS   2019-03-07 2020-06-03
CHCT COMMUNITY HEALTHCARE TR INC COM 177.000 SHS   2019-03-19 2020-06-03
ENTG ENTEGRIS INC COM 300.000 SHS   2019-06-13 2020-06-03
CHCT COMMUNITY HEALTHCARE TR INC COM 136.000 SHS   2019-04-22 2020-06-04
ENTG ENTEGRIS INC COM 725.000 SHS   2019-06-20 2020-06-04
LSTR LANDSTAR SYS INC COM 125.000 SHS   2018-09-06 2020-06-05
PRAH PRA HEALTH SCIENCES INC COM 125.000 SHS   2018-04-26 2020-06-05
LSTR LANDSTAR SYS INC COM 75.000 SHS   2018-09-07 2020-06-08
PRAH PRA HEALTH SCIENCES INC COM 50.000 SHS   2018-04-26 2020-06-08
IART INTEGRA LIFESCIENCES HLDGS CORP COM NEW 125.000 SHS   2018-12-14 2020-06-09
IART INTEGRA LIFESCIENCES HLDGS CORP COM NEW 125.000 SHS   2018-12-14 2020-06-09
PRAH PRA HEALTH SCIENCES INC COM 25.000 SHS   2018-10-17 2020-06-09
PRAH PRA HEALTH SCIENCES INC COM 75.000 SHS   2019-06-12 2020-06-09
  P    
SWX SOUTHWEST GAS HOLDINGS, INC. 75.000 SHS   2018-05-29 2020-06-09
IART INTEGRA LIFESCIENCES HLDGS CORP COM NEW 100.000 SHS   2018-12-14 2020-06-10
SWX SOUTHWEST GAS HOLDINGS, INC. 125.000 SHS   2018-05-31 2020-06-10
NVMI NOVA LTD 25.000 SHS   2019-06-24 2020-06-11
ENTG ENTEGRIS INC COM 350.000 SHS   2019-06-21 2020-06-11
NVMI NOVA LTD 50.000 SHS   2019-06-25 2020-06-12
GMED GLOBUS MED INC CL A NEW 125.000 SHS   2020-03-16 2020-06-12
GMED GLOBUS MED INC CL A NEW 525.000 SHS   2020-03-18 2020-06-12
GMED GLOBUS MED INC CL A NEW 25.000 SHS   2020-03-18 2020-06-12
NVMI NOVA LTD 50.000 SHS   2019-06-25 2020-06-17
NVMI NOVA LTD 50.000 SHS   2019-06-25 2020-06-17
ENTG ENTEGRIS INC COM 175.000 SHS   2019-07-16 2020-06-17
SAIC SCIENCE APPLICATNS INTL CP NEW COM 150.000 SHS   2020-01-10 2020-06-17
NVMI NOVA LTD 100.000 SHS   2019-06-25 2020-06-18
ENTG ENTEGRIS INC COM 50.000 SHS   2019-07-16 2020-06-18
SAIC SCIENCE APPLICATNS INTL CP NEW COM 125.000 SHS   2020-01-13 2020-06-18
CCMP CABOT MICROELECTRONICS CORP COM 25.000 SHS   2019-02-20 2020-06-19
CCMP CABOT MICROELECTRONICS CORP COM 25.000 SHS   2019-02-20 2020-06-19
ENTG ENTEGRIS INC COM 125.000 SHS   2019-07-17 2020-06-19
LITE LUMENTUM HLDGS INC COM 525.000 SHS   2020-04-28 2020-06-19
SAIC SCIENCE APPLICATNS INTL CP NEW COM 75.000 SHS   2020-01-14 2020-06-22
FN FABRINET SHS 75.000 SHS   2017-11-09 2020-06-23
SAIC SCIENCE APPLICATNS INTL CP NEW COM 75.000 SHS   2020-01-14 2020-06-23
SAIC SCIENCE APPLICATNS INTL CP NEW COM 400.000 SHS   2020-03-05 2020-06-26
FN FABRINET SHS 175.000 SHS   2017-11-15 2020-06-29
NVMI NOVA LTD 150.000 SHS   2019-07-16 2020-06-29
  P    
ENTG ENTEGRIS INC COM 375.000 SHS   2019-08-15 2020-06-29
MKSI MKS INSTRUMENTS INC COM 75.000 SHS   2020-01-28 2020-06-29
NVMI NOVA LTD 50.000 SHS   2019-07-18 2020-06-30
ENTG ENTEGRIS INC COM 325.000 SHS   2019-10-30 2020-06-30
FRME FIRST MERCHANTS CORP COM 50.000 SHS   2016-11-16 2020-07-02
MTG MGIC INVT CORP WIS COM 550.000 SHS   2018-04-20 2020-07-02
MTG MGIC INVT CORP WIS COM 100.000 SHS   2018-04-20 2020-07-02
FRME FIRST MERCHANTS CORP COM 200.000 SHS   2016-11-29 2020-07-06
FRME FIRST MERCHANTS CORP COM 125.000 SHS   2016-12-01 2020-07-07
FRME FIRST MERCHANTS CORP COM 50.000 SHS   2016-12-02 2020-07-07
FELE FRANKLIN ELEC INC COM 25.000 SHS   2017-04-27 2020-07-07
FRME FIRST MERCHANTS CORP COM 75.000 SHS   2017-01-25 2020-07-08
FELE FRANKLIN ELEC INC COM 25.000 SHS   2017-04-27 2020-07-08
FRME FIRST MERCHANTS CORP COM 50.000 SHS   2017-01-27 2020-07-09
FELE FRANKLIN ELEC INC COM 25.000 SHS   2017-04-27 2020-07-09
THG HANOVER INS GROUP INC COM 50.000 SHS   2019-12-10 2020-07-09
RMBS RAMBUS INC DEL COM 175.000 SHS   2019-02-05 2020-07-09
FRME FIRST MERCHANTS CORP COM 625.000 SHS   2019-04-17 2020-07-10
FELE FRANKLIN ELEC INC COM 150.000 SHS   2017-06-02 2020-07-10
THG HANOVER INS GROUP INC COM 225.000 SHS   2019-12-11 2020-07-10
FRME FIRST MERCHANTS CORP COM 225.000 SHS   2019-10-23 2020-07-13
FELE FRANKLIN ELEC INC COM 75.000 SHS   2017-08-23 2020-07-13
THG HANOVER INS GROUP INC COM 75.000 SHS   2019-12-12 2020-07-13
LSTR LANDSTAR SYS INC COM 50.000 SHS   2018-09-07 2020-07-13
WSO WATSCO INC CL A 25.000 SHS   2020-04-23 2020-07-13
FRME FIRST MERCHANTS CORP COM 225.000 SHS   2019-10-30 2020-07-14
FELE FRANKLIN ELEC INC COM 75.000 SHS   2017-08-24 2020-07-14
THG HANOVER INS GROUP INC COM 75.000 SHS   2019-12-12 2020-07-14
LSTR LANDSTAR SYS INC COM 25.000 SHS   2018-09-10 2020-07-14
FRME FIRST MERCHANTS CORP COM 50.000 SHS   2019-10-30 2020-07-15
FELE FRANKLIN ELEC INC COM 175.000 SHS   2019-03-22 2020-07-15
LSTR LANDSTAR SYS INC COM 75.000 SHS   2018-09-20 2020-07-15
FRME FIRST MERCHANTS CORP COM 50.000 SHS   2019-10-30 2020-07-16
FELE FRANKLIN ELEC INC COM 125.000 SHS   2019-08-19 2020-07-16
  P    
FELE FRANKLIN ELEC INC COM 25.000 SHS   2019-08-29 2020-07-17
SAIA SAIA INC COM 75.000 SHS   2020-03-11 2020-07-17
FELE FRANKLIN ELEC INC COM 50.000 SHS   2019-08-30 2020-07-20
MKSI MKS INSTRUMENTS INC COM 50.000 SHS   2020-01-28 2020-07-20
FELE FRANKLIN ELEC INC COM 150.000 SHS   2019-09-12 2020-07-21
FELE FRANKLIN ELEC INC COM 25.000 SHS   2019-09-26 2020-07-22
FELE FRANKLIN ELEC INC COM 75.000 SHS   2019-10-22 2020-07-22
THG HANOVER INS GROUP INC COM 200.000 SHS   2020-02-06 2020-07-22
SWX SOUTHWEST GAS HOLDINGS, INC. 150.000 SHS   2018-06-04 2020-07-22
STAG STAG INDL INC COM 200.000 SHS   2020-01-14 2020-07-22
FBNC FIRST BANCORP N C COM 150.000 SHS   2018-10-11 2020-07-23
THG HANOVER INS GROUP INC COM 75.000 SHS   2020-02-13 2020-07-23
STAG STAG INDL INC COM 125.000 SHS   2020-01-14 2020-07-23
WSO WATSCO INC CL A 25.000 SHS   2020-04-23 2020-07-23
FBNC FIRST BANCORP N C COM 50.000 SHS   2018-10-11 2020-07-24
THG HANOVER INS GROUP INC COM 25.000 SHS   2020-02-26 2020-07-24
BRC BRADY CORP CL A 100.000 SHS   2018-09-10 2020-07-27
BRC BRADY CORP CL A 75.000 SHS   2018-09-13 2020-07-27
THG HANOVER INS GROUP INC COM 50.000 SHS   2020-02-26 2020-07-27
LSTR LANDSTAR SYS INC COM 75.000 SHS   2018-10-16 2020-07-27
BRC BRADY CORP CL A 75.000 SHS   2018-09-13 2020-07-28
FBNC FIRST BANCORP N C COM 25.000 SHS   2018-10-12 2020-07-28
THG HANOVER INS GROUP INC COM 75.000 SHS   2020-02-28 2020-07-28
AIN ALBANY INTL CORP NEW CL A 25.000 SHS   2017-06-16 2020-07-29
AIN ALBANY INTL CORP NEW CL A 50.000 SHS   2017-08-03 2020-07-29
FBNC FIRST BANCORP N C COM 75.000 SHS   2018-10-12 2020-07-29
FBNC FIRST BANCORP N C COM 525.000 SHS   2018-11-13 2020-07-29
FBHS FORTUNE BRANDS HOME & SEC INC COM 100.000 SHS   2020-04-16 2020-07-29
FBHS FORTUNE BRANDS HOME & SEC INC COM 325.000 SHS   2020-04-28 2020-07-29
AIN ALBANY INTL CORP NEW CL A 100.000 SHS   2017-08-23 2020-07-30
AIN ALBANY INTL CORP NEW CL A 125.000 SHS   2019-01-09 2020-07-30
FBNC FIRST BANCORP N C COM 525.000 SHS   2019-01-25 2020-07-30
FBNC FIRST BANCORP N C COM 300.000 SHS   2019-10-22 2020-07-30
  P    
FBHS FORTUNE BRANDS HOME & SEC INC COM 50.000 SHS   2020-04-28 2020-07-30
FBHS FORTUNE BRANDS HOME & SEC INC COM 500.000 SHS   2020-05-11 2020-07-30
HUN HUNTSMAN CORP COM 1850.000 SHS   2019-12-18 2020-07-30
SIGI SELECTIVE INS GROUP INC COM 50.000 SHS   2018-10-22 2020-07-30
SIGI SELECTIVE INS GROUP INC COM 100.000 SHS   2018-10-23 2020-07-30
SR SPIRE INC COM 150.000 SHS   2017-03-16 2020-07-30
VIRT VIRTU FINL INC CL A 250.000 SHS   2019-02-13 2020-07-30
VIRT VIRTU FINL INC CL A 875.000 SHS   2019-03-20 2020-07-30
AIN ALBANY INTL CORP NEW CL A 300.000 SHS   2019-09-26 2020-07-31
  P    
SIGI SELECTIVE INS GROUP INC COM 200.000 SHS   2018-10-25 2020-07-31
SIGI SELECTIVE INS GROUP INC COM 25.000 SHS   2018-10-25 2020-07-31
SR SPIRE INC COM 75.000 SHS   2017-03-16 2020-07-31
SR SPIRE INC COM 475.000 SHS   2017-03-23 2020-07-31
VIRT VIRTU FINL INC CL A 1250.000 SHS   2020-03-17 2020-07-31
  P    
SR SPIRE INC COM 25.000 SHS   2017-05-03 2020-08-03
SR SPIRE INC COM 225.000 SHS   2018-04-27 2020-08-03
SIGI SELECTIVE INS GROUP INC COM 225.000 SHS   2018-11-15 2020-08-04
SR SPIRE INC COM 150.000 SHS   2018-05-02 2020-08-04
FN FABRINET SHS 75.000 SHS   2017-11-16 2020-08-05
NVMI NOVA LTD 125.000 SHS   2019-07-22 2020-08-05
SWX SOUTHWEST GAS HOLDINGS, INC. 25.000 SHS   2018-06-04 2020-08-05
SWX SOUTHWEST GAS HOLDINGS, INC. 75.000 SHS   2018-06-05 2020-08-05
SR SPIRE INC COM 125.000 SHS   2019-08-15 2020-08-05
  P    
NVMI NOVA LTD 75.000 SHS   2019-07-23 2020-08-06
AMN AMN HEALTHCARE SERVICES INC COM 100.000 SHS   2019-01-10 2020-08-06
SWX SOUTHWEST GAS HOLDINGS, INC. 75.000 SHS   2018-06-05 2020-08-06
NVMI NOVA LTD 25.000 SHS   2019-07-23 2020-08-07
AMN AMN HEALTHCARE SERVICES INC COM 50.000 SHS   2019-03-06 2020-08-07
CCMP CABOT MICROELECTRONICS CORP COM 25.000 SHS   2019-02-21 2020-08-07
CCMP CABOT MICROELECTRONICS CORP COM 50.000 SHS   2019-02-21 2020-08-12
CCMP CABOT MICROELECTRONICS CORP COM 25.000 SHS   2019-02-21 2020-08-13
SWX SOUTHWEST GAS HOLDINGS, INC. 50.000 SHS   2018-06-06 2020-08-13
CCMP CABOT MICROELECTRONICS CORP COM 50.000 SHS   2019-02-22 2020-08-14
SWX SOUTHWEST GAS HOLDINGS, INC. 25.000 SHS   2018-06-06 2020-08-14
CCMP CABOT MICROELECTRONICS CORP COM 25.000 SHS   2019-02-22 2020-08-17
RBA RITCHIE BROS. AUCTIONEERS COM 225.000 SHS   2020-07-07 2020-08-17
WTS WATTS WATER TECHNOLOGIES INC CL A 225.000 SHS   2020-03-02 2020-08-17
RMBS RAMBUS INC DEL COM 675.000 SHS   2019-02-06 2020-08-18
SWX SOUTHWEST GAS HOLDINGS, INC. 50.000 SHS   2018-06-08 2020-08-18
RMBS RAMBUS INC DEL COM 525.000 SHS   2019-03-08 2020-08-19
SWX SOUTHWEST GAS HOLDINGS, INC. 50.000 SHS   2018-06-08 2020-08-19
RMBS RAMBUS INC DEL COM 700.000 SHS   2019-03-22 2020-08-20
SWX SOUTHWEST GAS HOLDINGS, INC. 25.000 SHS   2018-06-12 2020-08-20
SWX SOUTHWEST GAS HOLDINGS, INC. 25.000 SHS   2018-06-12 2020-08-20
RMBS RAMBUS INC DEL COM 425.000 SHS   2019-05-07 2020-08-21
SWX SOUTHWEST GAS HOLDINGS, INC. 700.000 SHS   2020-03-10 2020-08-21
  P    
RMBS RAMBUS INC DEL COM 300.000 SHS   2019-05-08 2020-08-24
RMBS RAMBUS INC DEL COM 400.000 SHS   2019-08-30 2020-08-25
  P    
LSTR LANDSTAR SYS INC COM 75.000 SHS   2018-10-30 2020-08-26
RMBS RAMBUS INC DEL COM 275.000 SHS   2019-09-26 2020-08-26
RMBS RAMBUS INC DEL COM 325.000 SHS   2019-10-22 2020-08-27
IART INTEGRA LIFESCIENCES HLDGS CORP COM NEW 200.000 SHS   2018-12-20 2020-08-28
IART INTEGRA LIFESCIENCES HLDGS CORP COM NEW 1250.000 SHS   2020-03-13 2020-08-28
  P    
KOS KOSMOS ENERGY LTD COM 800.000 SHS   2018-05-21 2020-08-31
KOS KOSMOS ENERGY LTD COM 5325.000 SHS   2018-12-21 2020-09-01
KOS KOSMOS ENERGY LTD COM 1275.000 SHS   2019-01-10 2020-09-02
KOS KOSMOS ENERGY LTD COM 1475.000 SHS   2019-02-20 2020-09-03
PFGC PERFORMANCE FOOD GROUP CO COM 150.000 SHS   2018-10-15 2020-09-03
KOS KOSMOS ENERGY LTD COM 1275.000 SHS   2019-03-18 2020-09-04
KOS KOSMOS ENERGY LTD COM 1575.000 SHS   2019-09-26 2020-09-08
  P    
AWI ARMSTRONG WORLD INDS INC NEW COM 75.000 SHS   2020-05-14 2020-09-09
KOS KOSMOS ENERGY LTD COM 1275.000 SHS   2019-10-23 2020-09-09
LSTR LANDSTAR SYS INC COM 50.000 SHS   2018-11-30 2020-09-09
STAG STAG INDL INC COM 100.000 SHS   2020-01-14 2020-09-09
STAG STAG INDL INC COM 125.000 SHS   2020-01-14 2020-09-09
WTS WATTS WATER TECHNOLOGIES INC CL A 100.000 SHS   2020-03-04 2020-09-09
AWI ARMSTRONG WORLD INDS INC NEW COM 125.000 SHS   2020-05-14 2020-09-10
AWI ARMSTRONG WORLD INDS INC NEW COM 50.000 SHS   2020-05-14 2020-09-10
AWI ARMSTRONG WORLD INDS INC NEW COM 50.000 SHS   2020-05-14 2020-09-10
CZR CAESARS ENTERTAINMENT INC COM 250.000 SHS   2020-07-22 2020-09-10
LSTR LANDSTAR SYS INC COM 50.000 SHS   2018-11-30 2020-09-10
PFGC PERFORMANCE FOOD GROUP CO COM 175.000 SHS   2018-10-17 2020-09-10
PFGC PERFORMANCE FOOD GROUP CO COM 25.000 SHS   2018-10-18 2020-09-10
AWI ARMSTRONG WORLD INDS INC NEW COM 125.000 SHS   2020-05-14 2020-09-11
AWI ARMSTRONG WORLD INDS INC NEW COM 50.000 SHS   2020-05-20 2020-09-14
SGMS SCIENTIFIC GAMES CORPORATION 225.000 SHS   2019-09-17 2020-09-14
  P    
SGMS SCIENTIFIC GAMES CORPORATION 675.000 SHS   2019-10-22 2020-09-14
CZR CAESARS ENTERTAINMENT INC COM 100.000 SHS   2020-07-22 2020-09-15
SGMS SCIENTIFIC GAMES CORPORATION 250.000 SHS   2020-02-20 2020-09-15
WSO WATSCO INC CL A 150.000 SHS   2020-04-27 2020-09-16
WTS WATTS WATER TECHNOLOGIES INC CL A 75.000 SHS   2020-03-04 2020-09-16
SGMS SCIENTIFIC GAMES CORPORATION 150.000 SHS   2020-05-27 2020-09-18
SGMS SCIENTIFIC GAMES CORPORATION 75.000 SHS   2020-05-27 2020-09-21
SGMS SCIENTIFIC GAMES CORPORATION 100.000 SHS   2020-05-27 2020-09-21
WSO WATSCO INC CL A 50.000 SHS   2020-05-06 2020-09-21
LSTR LANDSTAR SYS INC COM 50.000 SHS   2018-12-26 2020-09-22
AMN AMN HEALTHCARE SERVICES INC COM 75.000 SHS   2019-03-06 2020-09-24
MC MOELIS & CO CL A 75.000 SHS   2020-03-17 2020-09-24
MC MOELIS & CO CL A 175.000 SHS   2020-03-18 2020-09-25
SGMS SCIENTIFIC GAMES CORPORATION 50.000 SHS   2020-05-27 2020-09-28
MC MOELIS & CO CL A 100.000 SHS   2020-03-19 2020-10-02
AMN AMN HEALTHCARE SERVICES INC COM 100.000 SHS   2019-03-22 2020-10-06
GPI GROUP 1 AUTOMOTIVE INC COM 75.000 SHS   2020-03-12 2020-10-06
WTS WATTS WATER TECHNOLOGIES INC CL A 50.000 SHS   2020-03-05 2020-10-07
AMN AMN HEALTHCARE SERVICES INC COM 100.000 SHS   2019-09-10 2020-10-08
GPI GROUP 1 AUTOMOTIVE INC COM 25.000 SHS   2020-03-13 2020-10-08
MC MOELIS & CO CL A 125.000 SHS   2020-03-20 2020-10-08
WTS WATTS WATER TECHNOLOGIES INC CL A 50.000 SHS   2020-03-06 2020-10-09
AMN AMN HEALTHCARE SERVICES INC COM 75.000 SHS   2019-09-10 2020-10-12
WTS WATTS WATER TECHNOLOGIES INC CL A 50.000 SHS   2020-03-06 2020-10-16
AMN AMN HEALTHCARE SERVICES INC COM 25.000 SHS   2019-09-26 2020-10-21
PE PARSLEY ENERGY INC CL A 1525.000 SHS   2019-10-29 2020-10-21
LNTH LANTHEUS HLDGS INC COM 350.000 SHS   2018-06-21 2020-10-22
MC MOELIS & CO CL A 100.000 SHS   2020-04-03 2020-10-22
LNTH LANTHEUS HLDGS INC COM 25.000 SHS   2018-06-21 2020-10-23
MC MOELIS & CO CL A 50.000 SHS   2020-04-03 2020-10-23
MC MOELIS & CO CL A 50.000 SHS   2020-04-03 2020-10-23
PE PARSLEY ENERGY INC CL A 975.000 SHS   2019-11-20 2020-10-26
LSTR LANDSTAR SYS INC COM 25.000 SHS   2019-02-19 2020-10-27
LNTH LANTHEUS HLDGS INC COM 1125.000 SHS   2020-02-28 2020-10-27
  P    
LSTR LANDSTAR SYS INC COM 150.000 SHS   2019-07-17 2020-10-28
LNTH LANTHEUS HLDGS INC COM 75.000 SHS   2020-05-27 2020-10-28
SIGI SELECTIVE INS GROUP INC COM 100.000 SHS   2018-11-30 2020-10-28
LNTH LANTHEUS HLDGS INC COM 675.000 SHS   2020-07-30 2020-10-28
LSTR LANDSTAR SYS INC COM 175.000 SHS   2019-10-22 2020-10-29
SIGI SELECTIVE INS GROUP INC COM 75.000 SHS   2018-12-04 2020-10-29
SIGI SELECTIVE INS GROUP INC COM 25.000 SHS   2018-12-04 2020-10-29
AMN AMN HEALTHCARE SERVICES INC COM 100.000 SHS   2019-10-22 2020-10-30
LNTH LANTHEUS HLDGS INC COM 300.000 SHS   2020-07-31 2020-10-30
SIGI SELECTIVE INS GROUP INC COM 225.000 SHS   2019-03-20 2020-10-30
SIGI SELECTIVE INS GROUP INC COM 75.000 SHS   2019-03-25 2020-10-30
SIGI SELECTIVE INS GROUP INC COM 200.000 SHS   2020-01-06 2020-11-02
  P    
LNTH LANTHEUS HLDGS INC COM 225.000 SHS   2020-07-31 2020-11-03
SIGI SELECTIVE INS GROUP INC COM 625.000 SHS   2020-07-15 2020-11-03
LNTH LANTHEUS HLDGS INC COM 100.000 SHS   2020-07-31 2020-11-04
CYBR CYBERARK SOFTWARE LTD SHS 100.000 SHS   2018-02-05 2020-11-05
FCFS FIRSTCASH INC COM 175.000 SHS   2017-03-22 2020-11-05
NXST NEXTSTAR MEDIA GROUP INC 100.000 SHS   2017-08-10 2020-11-05
RBA RITCHIE BROS. AUCTIONEERS COM 150.000 SHS   2020-07-07 2020-11-05
BRKR BRUKER CORP COM 200.000 SHS   2020-03-17 2020-11-06
BRKR BRUKER CORP COM 200.000 SHS   2020-03-17 2020-11-06
CYBR CYBERARK SOFTWARE LTD SHS 100.000 SHS   2018-11-30 2020-11-09
CYBR CYBERARK SOFTWARE LTD SHS 25.000 SHS   2020-03-04 2020-11-09
BRKR BRUKER CORP COM 50.000 SHS   2020-03-17 2020-11-09
BRKR BRUKER CORP COM 200.000 SHS   2020-03-17 2020-11-09
FCFS FIRSTCASH INC COM 225.000 SHS   2018-09-21 2020-11-09
PFGC PERFORMANCE FOOD GROUP CO COM 100.000 SHS   2018-12-20 2020-11-09
STAG STAG INDL INC COM 175.000 SHS   2020-01-15 2020-11-09
CYBR CYBERARK SOFTWARE LTD SHS 50.000 SHS   2020-03-17 2020-11-10
CYBR CYBERARK SOFTWARE LTD SHS 175.000 SHS   2020-08-19 2020-11-10
ASGN ASGN INC COM 125.000 SHS   2019-12-26 2020-11-10
ASGN ASGN INC COM 25.000 SHS   2019-12-26 2020-11-10
BRKR BRUKER CORP COM 200.000 SHS   2020-03-17 2020-11-10
BRKR BRUKER CORP COM 150.000 SHS   2020-03-18 2020-11-11
CCMP CMC MATERIALS INC COM 50.000 SHS   2019-02-25 2020-11-10
CCMP CMC MATERIALS INC COM 75.000 SHS   2019-02-25 2020-11-11
NXST NEXTSTAR MEDIA GROUP INC 50.000 SHS   2017-08-10 2020-11-11
PFGC PERFORMANCE FOOD GROUP CO COM 400.000 SHS   2019-08-15 2020-11-10
BRKR BRUKER CORP COM 375.000 SHS   2020-06-12 2020-11-12
FCFS FIRSTCASH INC COM 100.000 SHS   2019-01-08 2020-11-12
BRKR BRUKER CORP COM 225.000 SHS   2020-06-12 2020-11-13
NXST NEXTSTAR MEDIA GROUP INC 75.000 SHS   2017-08-15 2020-11-13
STAG STAG INDL INC COM 550.000 SHS   2020-01-16 2020-11-13
WTS WATTS WATER TECHNOLOGIES INC CL A 75.000 SHS   2020-03-09 2020-11-13
AMN AMN HEALTHCARE SERVICES INC COM 25.000 SHS   2019-10-22 2020-11-16
LPLA LPL FINL HLDGS INC COM 175.000 SHS   2018-05-16 2020-11-16
NXST NEXTSTAR MEDIA GROUP INC 125.000 SHS   2017-08-23 2020-11-16
ONTO ONTO INNOVATION INC COM 25.000 SHS   2020-03-23 2020-11-16
ONTO ONTO INNOVATION INC COM 275.000 SHS   2020-03-23 2020-11-16
STAG STAG INDL INC COM 425.000 SHS   2020-01-17 2020-11-16
STAG STAG INDL INC COM 100.000 SHS   2020-01-17 2020-11-16
LPLA LPL FINL HLDGS INC COM 25.000 SHS   2018-05-16 2020-11-17
STAG STAG INDL INC COM 725.000 SHS   2020-02-26 2020-11-17
STAG STAG INDL INC COM 325.000 SHS   2020-03-13 2020-11-17
NVMI NOVA LTD 25.000 SHS   2019-07-23 2020-11-20
NVMI NOVA LTD 125.000 SHS   2019-07-24 2020-11-23
CZR CAESARS ENTERTAINMENT INC COM 350.000 SHS   2020-07-22 2020-11-24
FCFS FIRSTCASH INC COM 125.000 SHS   2019-01-10 2020-11-24
GATX GATX CORP COM 125.000 SHS   2020-02-20 2020-11-24
MC MOELIS & CO CL A 300.000 SHS   2020-04-24 2020-11-24
WTS WATTS WATER TECHNOLOGIES INC CL A 50.000 SHS   2020-03-09 2020-11-24
NVMI NOVA LTD 50.000 SHS   2019-07-25 2020-11-30
NVMI NOVA LTD 50.000 SHS   2019-07-25 2020-12-01
NVMI NOVA LTD 50.000 SHS   2019-07-29 2020-12-02
FCFS FIRSTCASH INC COM 550.000 SHS   2020-06-23 2020-12-02
  P    
FCFS FIRSTCASH INC COM 150.000 SHS   2020-08-06 2020-12-02
SSD SIMPSON MANUFACTURING CO INC COM 75.000 SHS   2020-04-14 2020-12-02
FCFS FIRSTCASH INC COM 175.000 SHS   2020-09-02 2020-12-03
SSD SIMPSON MANUFACTURING CO INC COM 75.000 SHS   2020-04-15 2020-12-03
NVMI NOVA LTD 100.000 SHS   2019-07-29 2020-12-04
CZR CAESARS ENTERTAINMENT INC COM 50.000 SHS   2020-07-22 2020-12-04
BLDR BUILDERS FIRSTSOURCE INC COM 25.000 SHS   2020-02-11 2020-12-07
CZR CAESARS ENTERTAINMENT INC COM 100.000 SHS   2020-07-24 2020-12-07
BLDR BUILDERS FIRSTSOURCE INC COM 200.000 SHS   2020-02-11 2020-12-08
MC MOELIS & CO CL A 50.000 SHS   2020-04-24 2020-12-08
CZR CAESARS ENTERTAINMENT INC COM 125.000 SHS   2020-07-27 2020-12-08
MC MOELIS & CO CL A 50.000 SHS   2020-04-24 2020-12-08
MC MOELIS & CO CL A 75.000 SHS   2020-04-28 2020-12-09
NXST NEXTSTAR MEDIA GROUP INC 150.000 SHS   2018-08-22 2020-12-09
CZR CAESARS ENTERTAINMENT INC COM 175.000 SHS   2020-07-27 2020-12-10
ESI ELEMENT SOLUTIONS INC COM 125.000 SHS   2018-11-20 2020-12-10
GATX GATX CORP COM 50.000 SHS   2020-02-21 2020-12-10
MKSI MKS INSTRUMENTS INC COM 100.000 SHS   2020-01-29 2020-12-10
NXST NEXTSTAR MEDIA GROUP INC 100.000 SHS   2019-10-22 2020-12-10
PFGC PERFORMANCE FOOD GROUP CO COM 275.000 SHS   2020-03-04 2020-12-10
  P    
SGMS SCIENTIFIC GAMES CORPORATION 200.000 SHS   2020-05-28 2020-12-10
ESI ELEMENT SOLUTIONS INC COM 425.000 SHS   2018-12-26 2020-12-11
ESI ELEMENT SOLUTIONS INC COM 425.000 SHS   2019-02-21 2020-12-11
GATX GATX CORP COM 75.000 SHS   2020-02-25 2020-12-11
MMI MARCUS & MILLICHAP INC COM 75.000 SHS   2020-03-25 2020-12-11
AMN AMN HEALTHCARE SERVICES INC COM 75.000 SHS   2020-04-21 2020-12-14
GATX GATX CORP COM 25.000 SHS   2020-02-25 2020-12-14
MMI MARCUS & MILLICHAP INC COM 25.000 SHS   2020-03-25 2020-12-14
CWK CUSHMAN WAKEFIELD PLC SHS 425.000 SHS   2019-05-08 2020-12-15
CWK CUSHMAN WAKEFIELD PLC SHS 375.000 SHS   2019-05-09 2020-12-15
AMN AMN HEALTHCARE SERVICES INC COM 50.000 SHS   2020-04-21 2020-12-15
GATX GATX CORP COM 25.000 SHS   2020-02-25 2020-12-15
CWK CUSHMAN WAKEFIELD PLC SHS 175.000 SHS   2019-05-14 2020-12-15
MMI MARCUS & MILLICHAP INC COM 100.000 SHS   2020-03-26 2020-12-15
CWK CUSHMAN WAKEFIELD PLC SHS 50.000 SHS   2019-05-15 2020-12-16
CWK CUSHMAN WAKEFIELD PLC SHS 25.000 SHS   2019-05-15 2020-12-16
WTS WATTS WATER TECHNOLOGIES INC CL A 125.000 SHS   2020-03-17 2020-12-16
MMI MARCUS & MILLICHAP INC COM 150.000 SHS   2020-03-27 2020-12-17
WTS WATTS WATER TECHNOLOGIES INC CL A 50.000 SHS   2020-04-29 2020-12-17
CWK CUSHMAN WAKEFIELD PLC SHS 400.000 SHS   2019-05-17 2020-12-18
NVMI NOVA LTD 25.000 SHS   2019-07-29 2020-12-18
ORI OLD REPUBLIC INTL CORP COM 150.000 SHS   2019-12-06 2020-12-18
WTS WATTS WATER TECHNOLOGIES INC CL A 75.000 SHS   2020-04-29 2020-12-18
WTS WATTS WATER TECHNOLOGIES INC CL A 50.000 SHS   2020-05-12 2020-12-18
CWK CUSHMAN WAKEFIELD PLC SHS 150.000 SHS   2019-05-22 2020-12-21
ORI OLD REPUBLIC INTL CORP COM 100.000 SHS   2019-12-06 2020-12-21
WTS WATTS WATER TECHNOLOGIES INC CL A 250.000 SHS   2020-05-14 2020-12-21
BLDR BUILDERS FIRSTSOURCE INC COM 100.000 SHS   2020-02-11 2020-12-22
BLDR BUILDERS FIRSTSOURCE INC COM 250.000 SHS   2020-02-12 2020-12-22
CACI CACI INTL INC CL A 71.000 SHS   2018-04-12 2020-12-22
CACI CACI INTL INC CL A 4.000 SHS   2018-04-12 2020-12-22
ORI OLD REPUBLIC INTL CORP COM 25.000 SHS   2019-12-06 2020-12-22
ORI OLD REPUBLIC INTL CORP COM 200.000 SHS   2019-12-06 2020-12-22
CWK CUSHMAN WAKEFIELD PLC SHS 550.000 SHS   2019-09-10 2020-12-23
CWK CUSHMAN WAKEFIELD PLC SHS 100.000 SHS   2019-09-10 2020-12-23
AWI ARMSTRONG WORLD INDS INC NEW COM 400.000 SHS   2020-06-05 2020-12-23
ORI OLD REPUBLIC INTL CORP COM 100.000 SHS   2019-12-06 2020-12-23
ORI OLD REPUBLIC INTL CORP COM 225.000 SHS   2019-12-06 2020-12-23
PRAH PRA HEALTH SCIENCES INC COM 25.000 SHS   2019-06-12 2020-12-23
CWK CUSHMAN WAKEFIELD PLC SHS 25.000 SHS   2019-09-10 2020-12-24
AWI ARMSTRONG WORLD INDS INC NEW COM 75.000 SHS   2020-07-29 2020-12-24
AWI ARMSTRONG WORLD INDS INC NEW COM 200.000 SHS   2020-07-30 2020-12-28
CAPITAL GAIN/(LOSS) FROM PARTNERSHIP   2019-01-01 2020-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,500,000   2,531,492 -31,492
b 1,000,000   774,674 225,326
c 1,000,000   1,439,750 -439,750
d 4,355,000   4,194,612 160,388
e 1,821,895     1,821,895
21,340     21,340
15,991   14,769 1,222
4,856   5,294 -438
14,603   15,217 -614
3,660   3,742 -82
5,795   3,323 2,472
3,587   3,742 -155
5,760   3,326 2,434
2,401   2,495 -94
1,441   1,131 310
14,502   11,296 3,206
28,757   11,310 17,447
11,097   18,071 -6,974
8,046   15,393 -7,347
5,663   6,946 -1,283
2,405   2,495 -90
1,016   1,869 -853
8,109   4,319 3,790
3,942   6,127 -2,185
5,501   8,809 -3,308
18,723   14,593 4,130
8,525   8,844 -319
9,382   10,838 -1,456
430   801 -371
10,511   7,088 3,423
3,059   5,319 -2,260
13,097   9,937 3,160
1,898   1,748 150
2,124   1,880 244
7,142   7,682 -540
2,914   5,667 -2,753
1,453   1,100 353
4,382   3,286 1,096
5,083   4,923 160
11,938   13,327 -1,389
2,066   4,193 -2,127
4,647   4,359 288
12,643   10,990 1,653
2,412   2,647 -235
265   522 -257
16,453   13,640 2,813
1,211   1,355 -144
1,087   1,965 -878
1,198   1,269 -71
262   487 -225
4,787   5,061 -274
1,459   2,898 -1,439
18,879   8,604 10,275
2,387   2,783 -396
129   269 -140
390   794 -404
47,190   44,307 2,883
74,804   70,892 3,912
3,101   2,989 112
6,434   4,732 1,702
2,190   1,810 380
3,712   3,296 416
14,996   12,892 2,104
1,965   4,003 -2,038
3,663   5,856 -2,193
4,158   6,375 -2,217
5,695   4,354 1,341
2,582   2,405 177
3,565   3,486 79
13,199   23,449 -10,250
623   934 -311
18,102   9,427 8,675
5,431   4,764 667
7,138   6,134 1,004
3,627   2,786 841
51,946   50,684 1,262
3,592   2,226 1,366
2,463   2,447 16
490   490 0
416   366 50
2,912   2,509 403
20,729   15,026 5,703
2,093   1,364 729
2,431   1,943 488
1,451   1,362 89
19,622   17,073 2,549
2,391   1,484 907
6,749   6,385 364
970   1,071 -101
12,717   12,481 236
5,637   6,584 -947
1,207   742 465
980   1,071 -91
3,910   4,437 -527
966   1,148 -182
2,794   3,438 -644
6,309   3,134 3,175
8,831   6,014 2,817
6,142   3,040 3,102
6,418   4,473 1,945
2,710   2,043 667
10,772   5,716 5,056
2,696   2,031 665
7,575   4,934 2,641
23,547   14,808 8,739
8,969   7,434 1,535
3,992   3,123 869
18,686   16,482 2,204
9,030   6,422 2,608
7,821   5,575 2,246
12,490   10,643 1,847
4,563   3,366 1,197
2,588   2,082 506
3,635   3,110 525
8,342   3,699 4,643
1,171   742 429
2,733   1,260 1,473
4,615   5,524 -909
2,698   1,260 1,438
2,766   6,025 -3,259
2,244   1,484 760
5,841   2,947 2,894
5,524   6,915 -1,391
23,303   11,563 11,740
4,049   8,350 -4,301
4,499   7,670 -3,171
3,229   2,226 1,003
17,012   8,731 8,281
9,723   12,474 -2,751
8,521   11,108 -2,587
16,176   12,048 4,128
13,898   22,170 -8,272
      0
8,430   4,713 3,717
2,998   2,314 684
3,772   2,875 897
10,409   14,173 -3,764
10,545   7,991 2,554
2,144   3,357 -1,213
404   609 -205
358   295 63
3,025   4,240 -1,215
21,796   19,945 1,851
2,347   3,652 -1,305
46,418   50,026 -3,608
6,629   9,618 -2,989
      0
62     62
1,693   1,966 -273
9,779   11,947 -2,168
6,814   7,742 -928
1,270   888 382
4,011   5,153 -1,142
9,407   11,219 -1,812
3,843   2,665 1,178
3,901   5,111 -1,210
3,137   2,910 227
1,793   1,175 618
3,162   2,233 929
7,652   8,391 -739
930   1,277 -347
494   484 10
6,497   6,301 196
1,695   1,166 529
2,008   1,492 516
7,885   8,927 -1,042
597   672 -75
1,777   2,555 -778
1,866   1,934 -68
1,654   1,166 488
1,921   1,488 433
1,851   2,155 -304
1,158   1,344 -186
579   672 -93
588   672 -84
2,356   3,879 -1,523
1,173   1,482 -309
750   583 167
1,770   1,516 254
3,339   4,353 -1,014
12,247   30,726 -18,479
1,459   2,016 -557
9,665   12,999 -3,334
4,516   3,693 823
9,925   10,745 -820
1,608   2,075 -467
8,065   11,486 -3,421
5,697   7,590 -1,893
5,895   7,474 -1,579
      0
5,238   6,791 -1,553
9,051   13,140 -4,089
      0
824   1,169 -345
967   1,373 -406
2,501   4,430 -1,929
9,160   12,368 -3,208
6,070   8,535 -2,465
      0
11,218   20,505 -9,287
1,540   1,234 306
5,942   4,937 1,005
2,003   2,343 -340
6,549   7,483 -934
10,002   15,175 -5,173
15,339   18,523 -3,184
4,476   8,727 -4,251
596   617 -21
2,972   3,165 -193
2,026   4,717 -2,691
11,808   8,504 3,304
2,878   7,116 -4,238
2,103   2,547 -444
5,735   8,866 -3,131
535   1,443 -908
1,872   1,417 455
9,025   15,740 -6,715
      0
2,533   5,609 -3,076
5,367   9,408 -4,041
18,541   28,291 -9,750
5,926   7,360 -1,434
5,161   10,426 -5,265
2,319   2,566 -247
8,348   12,459 -4,111
4,454   5,811 -1,357
3,362   4,486 -1,124
3,396   4,532 -1,136
2,511   2,798 -287
677   1,300 -623
1,067   2,030 -963
2,049   2,959 -910
1,330   1,306 24
1,177   1,297 -120
1,959   2,671 -712
3,267   4,672 -1,405
2,564   2,798 -234
3,544   3,940 -396
1,977   3,924 -1,947
525   1,032 -507
1,692   2,490 -798
1,206   1,306 -100
3,058   3,243 -185
2,628   3,886 -1,258
8,439   11,578 -3,139
2,658   2,834 -176
2,029   3,979 -1,950
2,111   4,133 -2,022
1,057   1,489 -432
3,717   4,054 -337
1,821   1,948 -127
4,276   4,512 -236
1,793   2,316 -523
2,675   5,196 -2,521
654   638 16
3,979   3,624 355
10,668   13,892 -3,224
2,665   2,834 -169
2,355   3,360 -1,005
2,691   2,934 -243
1,379   2,041 -662
1,544   2,014 -470
1,748   2,790 -1,042
529   671 -142
5,408   8,387 -2,979
3,940   3,789 151
10,172   16,572 -6,400
1,809   2,788 -979
2,200   3,375 -1,175
1,250   2,353 -1,103
5,259   8,085 -2,826
1,992   2,042 -50
7,069   10,265 -3,196
1,873   2,809 -936
3,881   7,071 -3,190
615   989 -374
3,493   5,605 -2,112
676   681 -5
4,738   6,856 -2,118
3,361   4,951 -1,590
1,321   2,409 -1,088
1,301   1,950 -649
449   650 -201
3,356   4,613 -1,257
4,155   4,080 75
1,557   1,961 -404
5,165   7,076 -1,911
651   1,204 -553
1,915   2,547 -632
1,942   2,486 -544
6,054   11,265 -5,211
670   1,215 -545
4,821   8,773 -3,952
2,642   3,532 -890
2,044   4,014 -1,970
1,347   2,056 -709
1,043   1,583 -540
680   570 110
9,579   17,844 -8,265
      0
2,961   4,540 -1,579
1,022   2,081 -1,059
1,628   2,725 -1,097
1,190   1,361 -171
750   1,187 -437
2,751   4,362 -1,611
8,975   14,208 -5,233
2,004   1,767 237
3,020   5,245 -2,225
1,494   2,413 -919
1,630   2,552 -922
1,309   1,360 -51
2,441   3,538 -1,097
4,914   7,272 -2,358
2,656   2,322 334
1,299   2,005 -706
2,640   4,098 -1,458
2,027   1,679 348
1,815   2,819 -1,004
1,184   1,842 -658
1,250   2,062 -812
965   1,650 -685
2,907   2,466 441
4,853   3,972 881
2,990   2,286 704
2,831   2,406 425
8,913   2,956 5,957
4,193   1,514 2,679
15,510   5,488 10,022
729   933 -204
9,819   12,325 -2,506
5,330   8,866 -3,536
578   851 -273
3,964   6,048 -2,084
16,476   22,608 -6,132
2,430   4,163 -1,733
2,072   3,317 -1,245
32,243   55,827 -23,584
      0
4,718   7,695 -2,977
5,972   8,790 -2,818
18,528   27,533 -9,005
7,737   13,907 -6,170
3,482   6,804 -3,322
688   1,104 -416
1,793   3,343 -1,550
9,419   15,879 -6,460
      0
895   1,481 -586
2,143   4,130 -1,987
4,257   6,546 -2,289
911   1,465 -554
4,149   6,402 -2,253
2,053   4,114 -2,061
3,624   5,865 -2,241
2,255   3,682 -1,427
1,970   4,125 -2,155
10,037   6,611 3,426
1,175   2,533 -1,358
3,591   8,377 -4,786
4,318   9,906 -5,588
3,009   7,033 -4,024
1,204   2,765 -1,561
1,722   4,175 -2,453
2,686   5,433 -2,747
6,842   14,800 -7,958
662   1,334 -672
5,726   6,111 -385
18,075   19,742 -1,667
662   1,366 -704
2,659   5,029 -2,370
5,242   10,313 -5,071
      0
10,639   11,272 -633
      0
1,353   2,310 -957
2,506   4,656 -2,150
4,552   7,381 -2,829
      0
2,615   4,383 -1,768
1,789   3,608 -1,819
1,282   2,413 -1,131
694   640 54
441   558 -117
3,042   3,906 -864
6,742   6,462 280
10,944   9,878 1,066
7,194   10,156 -2,962
8,851   15,777 -6,926
3,989   3,516 473
209   368 -159
5,182   4,677 505
1,693   1,459 234
6,854   5,945 909
18,777   11,076 7,701
5,231   4,826 405
44,659   26,879 17,780
14,211   14,994 -783
13,895   9,667 4,228
8,411   9,191 -780
5,479   4,124 1,355
6,578   6,480 98
6,545   6,152 393
2,613   2,580 33
7,857   7,075 782
      0
5,621   5,570 51
4,994   4,922 72
8,961   9,488 -527
1,156   638 518
20,480   13,398 7,082
2,349   1,266 1,083
5,892   4,546 1,346
24,684   20,469 4,215
1,185   981 204
2,502   1,266 1,236
2,482   1,266 1,216
10,968   6,422 4,546
12,758   13,971 -1,213
4,912   2,532 2,380
3,106   1,823 1,283
10,322   11,728 -1,406
3,541   2,611 930
3,539   2,611 928
7,661   4,592 3,069
39,116   37,712 1,404
6,015   7,075 -1,060
4,551   2,280 2,271
6,001   7,062 -1,061
29,818   36,238 -6,420
10,554   5,388 5,166
7,010   3,778 3,232
      0
21,668   14,154 7,514
8,258   8,269 -11
2,389   1,303 1,086
19,046   14,818 4,228
1,301   1,477 -176
4,398   6,596 -2,198
814   1,044 -230
5,203   6,588 -1,385
3,112   4,314 -1,202
1,259   1,736 -477
1,253   1,076 177
1,835   2,806 -971
1,228   1,076 152
1,187   1,929 -742
1,226   1,076 150
4,695   6,949 -2,254
2,597   1,692 905
15,080   25,834 -10,754
7,458   6,000 1,458
21,393   31,239 -9,846
5,624   8,647 -3,023
3,788   2,976 812
7,218   10,371 -3,153
5,642   6,134 -492
4,650   3,808 842
615   1,006 -391
3,825   2,858 967
7,319   10,446 -3,127
2,838   3,147 -309
1,268   2,013 -745
9,271   8,490 781
8,668   9,331 -663
1,285   2,013 -728
6,576   5,859 717
      0
1,332   1,130 202
9,906   5,421 4,485
2,610   2,275 335
5,994   5,646 348
8,005   7,292 713
1,323   1,187 136
3,973   3,692 281
19,894   27,648 -7,754
10,800   11,394 -594
6,159   6,303 -144
3,358   6,162 -2,804
7,576   10,378 -2,802
3,877   3,940 -63
5,681   3,808 1,873
1,162   2,050 -888
2,508   3,274 -766
4,676   4,193 483
3,514   3,207 307
4,918   6,561 -1,643
9,214   8,744 470
3,457   3,344 113
545   983 -438
7,371   9,253 -1,882
1,256   1,321 -65
2,495   2,551 -56
1,590   2,948 -1,358
11,119   20,511 -9,392
7,334   4,222 3,112
24,184   14,542 9,642
4,984   5,105 -121
6,177   7,508 -1,331
10,793   19,649 -8,856
6,114   11,308 -5,194
      0
3,766   2,491 1,275
38,033   26,091 11,942
34,513   43,917 -9,404
2,747   3,045 -298
5,521   6,077 -556
9,442   9,887 -445
6,060   6,548 -488
21,238   22,179 -941
14,181   22,445 -8,264
      0
10,933   12,044 -1,111
1,361   1,510 -149
4,590   4,962 -372
29,151   31,695 -2,544
30,524   29,438 1,086
      0
1,532   1,694 -162
13,833   15,631 -1,798
12,279   14,181 -1,902
9,302   10,868 -1,566
5,748   2,340 3,408
7,038   3,317 3,721
1,724   1,906 -182
5,171   5,682 -511
7,582   9,698 -2,116
      0
4,152   2,064 2,088
5,628   5,804 -176
5,184   5,665 -481
1,367   688 679
2,959   2,371 588
4,031   2,616 1,415
8,456   5,232 3,224
4,163   2,616 1,547
3,616   3,761 -145
8,295   5,267 3,028
1,773   1,872 -99
4,121   2,651 1,470
14,317   9,161 5,156
21,373   21,336 37
9,742   6,681 3,061
3,416   3,704 -288
7,529   5,438 2,091
3,388   3,722 -334
9,557   7,352 2,205
1,668   1,837 -169
1,658   1,837 -179
5,672   4,798 874
44,985   53,694 -8,709
      0
3,978   3,504 474
5,382   4,694 688
      0
10,096   7,664 2,432
3,701   3,485 216
4,316   4,408 -92
9,492   9,638 -146
59,224   63,891 -4,667
      0
1,186   5,696 -4,510
7,846   40,554 -32,708
1,786   5,981 -4,195
2,014   7,802 -5,788
5,731   4,436 1,295
1,556   7,726 -6,170
1,711   9,869 -8,158
      0
5,257   4,988 269
1,426   7,470 -6,044
6,773   5,401 1,372
3,244   3,152 92
4,051   3,940 111
9,814   9,701 113
8,641   8,331 310
3,443   3,332 111
3,441   3,332 109
13,136   9,541 3,595
6,693   5,470 1,223
6,834   5,153 1,681
962   747 215
8,502   8,331 171
3,383   3,442 -59
6,214   5,367 847
      0
18,523   14,421 4,102
5,909   3,816 2,093
7,245   6,049 1,196
35,465   24,096 11,369
7,641   7,380 261
5,013   2,030 2,983
2,538   1,190 1,348
3,381   1,586 1,795
11,406   8,160 3,246
6,294   4,657 1,637
4,141   3,556 585
2,481   2,132 349
5,773   4,938 835
1,869   793 1,076
3,617   2,690 927
5,939   4,840 1,099
8,791   4,010 4,781
5,249   4,854 395
6,260   5,361 899
3,187   1,317 1,870
4,714   3,255 1,459
5,377   4,769 608
4,892   4,265 627
5,634   4,737 897
1,670   1,428 242
15,349   25,453 -10,104
4,545   5,213 -668
3,862   2,676 1,186
325   365 -40
1,951   1,463 488
1,935   1,463 472
9,933   15,704 -5,771
3,233   2,791 442
13,469   23,729 -10,260
      0
18,981   16,573 2,408
864   1,056 -192
5,359   6,489 -1,130
7,730   9,326 -1,596
21,891   19,797 2,094
4,035   4,917 -882
1,350   1,631 -281
6,733   5,731 1,002
3,296   4,199 -903
11,639   13,619 -1,980
3,947   4,730 -783
10,723   13,401 -2,678
      0
2,478   3,049 -571
33,893   36,728 -2,835
1,115   1,355 -240
10,731   4,297 6,434
9,884   8,137 1,747
8,581   6,585 1,996
10,283   6,178 4,105
9,387   6,732 2,655
9,325   6,802 2,523
10,719   7,117 3,602
2,625   2,656 -31
2,421   1,701 720
9,669   6,834 2,835
13,905   14,143 -238
4,777   3,084 1,693
5,797   5,560 237
4,818   4,700 118
16,935   18,773 -1,838
10,357   8,854 1,503
2,090   1,778 312
9,363   6,975 2,388
6,983   5,139 1,844
8,457   5,531 2,926
12,683   8,297 4,386
4,873   3,203 1,670
19,090   14,244 4,846
17,674   13,294 4,380
6,142   7,923 -1,781
10,888   9,051 1,837
7,433   4,782 2,651
17,206   17,675 -469
8,784   7,047 1,737
1,540   1,457 83
15,920   12,262 3,658
12,865   7,830 5,035
1,062   598 464
11,678   6,583 5,095
13,310   13,764 -454
3,128   3,248 -120
2,272   1,758 514
22,338   23,548 -1,210
9,867   9,060 807
1,552   688 864
7,753   3,469 4,284
24,580   13,357 11,223
8,770   9,377 -607
10,510   9,913 597
11,956   8,831 3,125
5,855   4,646 1,209
3,240   1,423 1,817
3,241   1,423 1,818
3,241   1,423 1,818
37,008   41,174 -4,166
      0
9,941   9,144 797
6,786   4,788 1,998
11,776   10,378 1,398
6,787   4,721 2,066
6,602   2,846 3,756
3,664   1,908 1,756
926   640 286
7,414   3,445 3,969
7,152   5,116 2,036
2,153   1,334 819
9,378   4,103 5,275
2,151   1,334 817
3,247   2,188 1,059
16,239   10,115 6,124
12,477   5,317 7,160
1,968   1,349 619
4,256   3,955 301
14,937   11,116 3,821
10,692   9,228 1,464
13,013   12,432 581
      0
8,211   3,211 5,000
6,703   4,616 2,087
6,708   4,553 2,155
6,374   5,673 701
2,725   2,196 529
5,086   3,854 1,232
2,100   1,884 216
908   732 176
6,772   8,203 -1,431
5,974   6,991 -1,017
3,398   2,502 896
2,091   1,884 207
2,781   3,131 -350
3,660   2,945 715
789   918 -129
395   461 -66
14,746   10,641 4,105
5,557   4,491 1,066
5,858   4,178 1,680
6,006   7,517 -1,511
1,769   712 1,057
2,841   3,374 -533
8,843   6,596 2,247
5,896   3,850 2,046
2,251   2,751 -500
1,884   2,250 -366
29,149   18,580 10,569
4,078   2,558 1,520
10,201   6,447 3,754
17,467   10,314 7,153
986   622 364
470   562 -92
3,756   4,499 -743
8,250   10,113 -1,863
1,504   1,891 -387
29,885   30,738 -853
1,895   2,250 -355
4,257   5,062 -805
3,076   2,390 686
375   473 -98
5,574   5,749 -175
14,859   14,268 591
2,199,242     2,199,242
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -31,492
b       225,326
c       -439,750
d       160,388
e       1,821,895
      21,340
      1,222
      -438
      -614
      -82
      2,472
      -155
      2,434
      -94
      310
      3,206
      17,447
      -6,974
      -7,347
      -1,283
      -90
      -853
      3,790
      -2,185
      -3,308
      4,130
      -319
      -1,456
      -371
      3,423
      -2,260
      3,160
      150
      244
      -540
      -2,753
      353
      1,096
      160
      -1,389
      -2,127
      288
      1,653
      -235
      -257
      2,813
      -144
      -878
      -71
      -225
      -274
      -1,439
      10,275
      -396
      -140
      -404
      2,883
      3,912
      112
      1,702
      380
      416
      2,104
      -2,038
      -2,193
      -2,217
      1,341
      177
      79
      -10,250
      -311
      8,675
      667
      1,004
      841
      1,262
      1,366
      16
      0
      50
      403
      5,703
      729
      488
      89
      2,549
      907
      364
      -101
      236
      -947
      465
      -91
      -527
      -182
      -644
      3,175
      2,817
      3,102
      1,945
      667
      5,056
      665
      2,641
      8,739
      1,535
      869
      2,204
      2,608
      2,246
      1,847
      1,197
      506
      525
      4,643
      429
      1,473
      -909
      1,438
      -3,259
      760
      2,894
      -1,391
      11,740
      -4,301
      -3,171
      1,003
      8,281
      -2,751
      -2,587
      4,128
      -8,272
      0
      3,717
      684
      897
      -3,764
      2,554
      -1,213
      -205
      63
      -1,215
      1,851
      -1,305
      -3,608
      -2,989
      0
      62
      -273
      -2,168
      -928
      382
      -1,142
      -1,812
      1,178
      -1,210
      227
      618
      929
      -739
      -347
      10
      196
      529
      516
      -1,042
      -75
      -778
      -68
      488
      433
      -304
      -186
      -93
      -84
      -1,523
      -309
      167
      254
      -1,014
      -18,479
      -557
      -3,334
      823
      -820
      -467
      -3,421
      -1,893
      -1,579
      0
      -1,553
      -4,089
      0
      -345
      -406
      -1,929
      -3,208
      -2,465
      0
      -9,287
      306
      1,005
      -340
      -934
      -5,173
      -3,184
      -4,251
      -21
      -193
      -2,691
      3,304
      -4,238
      -444
      -3,131
      -908
      455
      -6,715
      0
      -3,076
      -4,041
      -9,750
      -1,434
      -5,265
      -247
      -4,111
      -1,357
      -1,124
      -1,136
      -287
      -623
      -963
      -910
      24
      -120
      -712
      -1,405
      -234
      -396
      -1,947
      -507
      -798
      -100
      -185
      -1,258
      -3,139
      -176
      -1,950
      -2,022
      -432
      -337
      -127
      -236
      -523
      -2,521
      16
      355
      -3,224
      -169
      -1,005
      -243
      -662
      -470
      -1,042
      -142
      -2,979
      151
      -6,400
      -979
      -1,175
      -1,103
      -2,826
      -50
      -3,196
      -936
      -3,190
      -374
      -2,112
      -5
      -2,118
      -1,590
      -1,088
      -649
      -201
      -1,257
      75
      -404
      -1,911
      -553
      -632
      -544
      -5,211
      -545
      -3,952
      -890
      -1,970
      -709
      -540
      110
      -8,265
      0
      -1,579
      -1,059
      -1,097
      -171
      -437
      -1,611
      -5,233
      237
      -2,225
      -919
      -922
      -51
      -1,097
      -2,358
      334
      -706
      -1,458
      348
      -1,004
      -658
      -812
      -685
      441
      881
      704
      425
      5,957
      2,679
      10,022
      -204
      -2,506
      -3,536
      -273
      -2,084
      -6,132
      -1,733
      -1,245
      -23,584
      0
      -2,977
      -2,818
      -9,005
      -6,170
      -3,322
      -416
      -1,550
      -6,460
      0
      -586
      -1,987
      -2,289
      -554
      -2,253
      -2,061
      -2,241
      -1,427
      -2,155
      3,426
      -1,358
      -4,786
      -5,588
      -4,024
      -1,561
      -2,453
      -2,747
      -7,958
      -672
      -385
      -1,667
      -704
      -2,370
      -5,071
      0
      -633
      0
      -957
      -2,150
      -2,829
      0
      -1,768
      -1,819
      -1,131
      54
      -117
      -864
      280
      1,066
      -2,962
      -6,926
      473
      -159
      505
      234
      909
      7,701
      405
      17,780
      -783
      4,228
      -780
      1,355
      98
      393
      33
      782
      0
      51
      72
      -527
      518
      7,082
      1,083
      1,346
      4,215
      204
      1,236
      1,216
      4,546
      -1,213
      2,380
      1,283
      -1,406
      930
      928
      3,069
      1,404
      -1,060
      2,271
      -1,061
      -6,420
      5,166
      3,232
      0
      7,514
      -11
      1,086
      4,228
      -176
      -2,198
      -230
      -1,385
      -1,202
      -477
      177
      -971
      152
      -742
      150
      -2,254
      905
      -10,754
      1,458
      -9,846
      -3,023
      812
      -3,153
      -492
      842
      -391
      967
      -3,127
      -309
      -745
      781
      -663
      -728
      717
      0
      202
      4,485
      335
      348
      713
      136
      281
      -7,754
      -594
      -144
      -2,804
      -2,802
      -63
      1,873
      -888
      -766
      483
      307
      -1,643
      470
      113
      -438
      -1,882
      -65
      -56
      -1,358
      -9,392
      3,112
      9,642
      -121
      -1,331
      -8,856
      -5,194
      0
      1,275
      11,942
      -9,404
      -298
      -556
      -445
      -488
      -941
      -8,264
      0
      -1,111
      -149
      -372
      -2,544
      1,086
      0
      -162
      -1,798
      -1,902
      -1,566
      3,408
      3,721
      -182
      -511
      -2,116
      0
      2,088
      -176
      -481
      679
      588
      1,415
      3,224
      1,547
      -145
      3,028
      -99
      1,470
      5,156
      37
      3,061
      -288
      2,091
      -334
      2,205
      -169
      -179
      874
      -8,709
      0
      474
      688
      0
      2,432
      216
      -92
      -146
      -4,667
      0
      -4,510
      -32,708
      -4,195
      -5,788
      1,295
      -6,170
      -8,158
      0
      269
      -6,044
      1,372
      92
      111
      113
      310
      111
      109
      3,595
      1,223
      1,681
      215
      171
      -59
      847
      0
      4,102
      2,093
      1,196
      11,369
      261
      2,983
      1,348
      1,795
      3,246
      1,637
      585
      349
      835
      1,076
      927
      1,099
      4,781
      395
      899
      1,870
      1,459
      608
      627
      897
      242
      -10,104
      -668
      1,186
      -40
      488
      472
      -5,771
      442
      -10,260
      0
      2,408
      -192
      -1,130
      -1,596
      2,094
      -882
      -281
      1,002
      -903
      -1,980
      -783
      -2,678
      0
      -571
      -2,835
      -240
      6,434
      1,747
      1,996
      4,105
      2,655
      2,523
      3,602
      -31
      720
      2,835
      -238
      1,693
      237
      118
      -1,838
      1,503
      312
      2,388
      1,844
      2,926
      4,386
      1,670
      4,846
      4,380
      -1,781
      1,837
      2,651
      -469
      1,737
      83
      3,658
      5,035
      464
      5,095
      -454
      -120
      514
      -1,210
      807
      864
      4,284
      11,223
      -607
      597
      3,125
      1,209
      1,817
      1,818
      1,818
      -4,166
      0
      797
      1,998
      1,398
      2,066
      3,756
      1,756
      286
      3,969
      2,036
      819
      5,275
      817
      1,059
      6,124
      7,160
      619
      301
      3,821
      1,464
      581
      0
      5,000
      2,087
      2,155
      701
      529
      1,232
      216
      176
      -1,431
      -1,017
      896
      207
      -350
      715
      -129
      -66
      4,105
      1,066
      1,680
      -1,511
      1,057
      -533
      2,247
      2,046
      -500
      -366
      10,569
      1,520
      3,754
      7,153
      364
      -92
      -743
      -1,863
      -387
      -853
      -355
      -805
      686
      -98
      -175
      591
      2,199,242
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,842,611
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 109,017
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 109,017
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 109,017
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 400,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 400,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 290,983
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet190,000 RefundedBullet 11 100,983
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.IOWAWESTFOUNDATION.ORG
    14
    The books are in care ofbulletJACKIE DIX Telephone no.bullet (712) 309-3010

    Located atbullet4201 RIVERS EDGE PARKWAY STE 400COUNCIL BLUFFSIA ZIP+4bullet51501
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
    Yes
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MATT GRONSTAL CHAIRMAN
    1.00     		0 0 0
    4201 RIVERS EDGE PARKWAY 400
    COUNCIL BLUFFS,IA51501
    TARA SLEVIN VICE CHAIRMAN
    1.00     		0 0 0
    4201 RIVERS EDGE PARKWAY 400
    COUNCIL BLUFFS,IA51501
    KATE CUTLER SECRETARY/TREASURER
    1.00     		0 0 0
    4201 RIVERS EDGE PARKWAY 400
    COUNCIL BLUFFS,IA51501
    RICK CROWL BOARD MEMBER
    1.00     		0 0 0
    4201 RIVERS EDGE PARKWAY 400
    COUNCIL BLUFFS,IA51501
    RON DICKINSON BOARD MEMBER
    1.00     		0 0 0
    4201 RIVERS EDGE PARKWAY 400
    COUNCIL BLUFFS,IA51501
    JASON JAMES BOARD MEMBER
    1.00     		0 0 0
    4201 RIVERS EDGE PARKWAY 400
    COUNCIL BLUFFS,IA51501
    RICK KILLION BOARD MEMBER
    1.00     		0 0 0
    4201 RIVERS EDGE PARKWAY 400
    COUNCIL BLUFFS,IA51501
    SUSAN MILLER BOARD MEMBER
    1.00     		0 0 0
    4201 RIVERS EDGE PARKWAY 400
    COUNCIL BLUFFS,IA51501
    PHIL REED BOARD MEMBER
    1.00     		0 0 0
    4201 RIVERS EDGE PARKWAY 400
    COUNCIL BLUFFS,IA51501
    F PETER TULIPANA PRESIDENT & CEO
    37.50     		304,729 49,850 5,000
    4201 RIVERS EDGE PARKWAY 400
    COUNCIL BLUFFS,IA51501
    BRENDA MAINWARING PRESIDENT & CEO
    37.50     		76,615 4,541 0
    4201 RIVERS EDGE PARKWAY 400
    COUNCIL BLUFFS,IA51501
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    PETE TULIPANA PRESIDENT & CEO
    37.50     		304,729 49,850 5,000
    4201 RIVERS EDGE PARKWAY SUITE 400
    COUNCIL BLUFFS,IA51501
    TIMOTHY GALLIGAN ECO DEV PROGRAM OFFI
    37.50     		129,779 45,631 0
    4201 RIVERS EDGE PARKWAY SUITE 400
    COUNCIL BLUFFS,IA51501
    MATTHEW HENKES VP, GRANTS & ADMIN
    37.50     		140,089 28,815 0
    4201 RIVERS EDGE PARKWAY SUITE 400
    COUNCIL BLUFFS,IA51501
    DEBRA DEBBAUT DIRECTOR, GRANTS PRO
    37.50     		98,456 38,800 0
    4201 RIVERS EDGE PARKWAY SUITE 400
    COUNCIL BLUFFS,IA51501
    JACQUELYN DIX CONTROLLER
    37.50     		92,802 40,928 0
    4201 RIVERS EDGE PARKWAY SUITE 400
    COUNCIL BLUFFS,IA51501
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    ANDERSEN CONSTRUCTION CONSTRUCTION 3,540,029
    3125 SOUTH 11TH STREET
    COUNCIL BLUFFS,IA51501
    MULHALL'S CONSTRUCTION/MAINT 382,870
    3615 N 120TH STREET
    OMAHA,NE68164
    MERCER INVESTMENT CONSULTANTS INVESTMENT SERVICES 281,714
    701 MARKET STREET SUITE 1100
    ST LOUIS,MO63101
    SHERBONDY'S STREETSCAPE MAINTENANCE 197,500
    319 16TH AVENUE
    COUNCIL BLUFFS,IA51503
    KPMG LLP ACCOUNTING SERVICES 171,964
    1212 NORTH 96TH STREET SUITE 300
    OMAHA,NE68114
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 CITY OF COUNCIL BLUFFS STREETSCAPE MAINTENANCE (CASH PAID) 534,036
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 IOWA WEST SPORTS PLEX (CONSTUCTION COSTS - INDOOR FACILITY) 3,788,327
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet3,788,327
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    341,241,351
    b
    Average of monthly cash balances.......................
    1b
    11,111,311
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    352,352,662
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    352,352,662
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    5,285,290
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    347,067,372
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    17,353,369
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    17,353,369
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    109,017
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    109,017
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    17,244,352
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    17,244,352
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    17,244,352
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    15,995,609
    b
    Program-related investments—total from Part IX-B..................
    1b
    3,788,327
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    19,783,936
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    19,783,936
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 17,244,352
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 332,640
    b From 2016......  
    c From 2017...... 29,311,541
    d From 2018...... 5,928,814
    e From 2019...... 11,064,256
    fTotal of lines 3a through e........ 46,637,251
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 19,783,936
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 17,244,352
    e Remaining amount distributed out of corpus 2,539,584
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 49,176,835
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		332,640
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		48,844,195
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 29,311,541
    c Excess from 2018.... 5,928,814
    d Excess from 2019.... 11,064,256
    e Excess from 2020.... 2,539,584
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    IOWA WEST FOUNDATION
    4201 RIVERS EDGE PARKWAY SUITE 400
    COUNCIL BLUFFS,IA51501
    (712) 325-3133
    JACKIEDIX@IWF.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    HTTPS://WWW.IOWAWESTFOUNDATION.ORG/GRANTMAKING/APPLICATION-PROCESS/
    cAny submission deadlines:
    HTTPS://WWW.IOWAWESTFOUNDATION.ORG/GRANTMAKING/APPLICATION-PROCESS/
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    HTTPS://WWW.IOWAWESTFOUNDATION.ORG/GRANTMAKING/WHAT-WE-FUND/
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    712 INITIATIVE
    PO BOX 1565
    COUNCIL BLUFFS,IA51502     		  PC PLACE-MAKING CONSORTIUM 852,011
    AMERICAN MIDWEST BALLET
    918 S 37TH STREET
    OMAHA,NE68105     		  PC MULTI-YEAR OPERATIONAL FUNDING - YEAR 3 187,500
    BOARD OF REGENTS OF THE UNIVERSITY OF NEBRASKA
    3835 HOLDREDGE STREET
    LINCOLN,NE68503     		  PC IMPROVING SECONDARY MATH PROFICIENCY IN MOEC (MATHEMATICS AT THE HIGH SCHOOL) SCHOOLS 1,770
    BOYS & GIRLS CLUBS OF THE MIDLANDS
    815 N 16TH STREET
    COUNCIL BLUFFS,IA51501     		  PC MULTI-YEAR OPERATIONAL FUNDING 2020 85,000
    CATHOLIC CHARITIES DIOCESE OF DES MOINES
    1215 N BROADWAY
    COUNCIL BLUFFS,IA51503     		  PC DOMESTIC VIOLENCE AND SEXUAL ASSAULT PROGRAM 13,332
    CITY OF ATLANTIC
    23 EAST 4TH STREET
    ATLANTIC,IA50022     		  GOV PROGRAM SUPPORT 30,000
    CITY OF COUNCIL BLUFFS
    209 PEARL STREET
    COUNCIL BLUFFS,IA51503     		  GOV WEST BROADWAY RECONSTRUCTION PHASE IV 2,674,530
    CITY OF SHELBY
    410 EAST STREET
    SHELBY,IA51570     		  GOV SEWER SYSTEM IMPROVEMENT 116,820
    CITY OF TABOR
    626 MAIN STREET
    TABOR,IA51653     		  GOV TABOR PUBLIC LIBRARY 50,000
    COMMUNITY EDUCATION FOUNDATION INC
    300 W BROADWAY SUITE 212
    COUNCIL BLUFFS,IA51503     		  PC STARS PROGRAM 2017-2018 170,145
    COMMUNITY OF CHRIST CARING MINISTRIES
    116 WEST KANESVILLE BOULEVARD
    COUNCIL BLUFFS,IA51503     		  PC PROGRAM SUPPORT 1,228
    COMPLETELY KIDS
    2566 SAINT MARYS AVENUE
    OMAHA,NE68105     		  PC PHOENIX HOUSE FAMILY SERVICES 9,500
    COUNCIL BLUFFS AREA PICKLEBALL
    5 ARENA WAY
    COUNCIL BLUFFS,IA51501     		  PC START-UP OPERATIONAL SUPPORT 1,250
    COUNCIL BLUFFS COMMUNITY SCHOOL DISTRICT
    300 WEST BROADWAY SUITE 1600
    COUNCIL BLUFFS,IA51503     		  GOV BLINK CARTER LAKE PHASE 743,578
    EL CENTRO LATINO
    600 SOUTH MAIN STREET
    COUNCIL BLUFFS,IA51503     		  PC OPERATIONAL SUPPORT 2020 - 2021 68,750
    FAMILY INC
    3501 HARRY LANGDON BLVD SUITE 150
    COUNCIL BLUFFS,IA51503     		  PC GENERAL OPERATING SUPPORT 123,485
    GOLDEN HILLS RESOURCE CONSERVATION & DEVELOPMENT
    PO BOX 189
    OAKLAND,IA51560     		  PC RURAL LEADERSHIP PLANNING 205,000
    GREATER OMAHA CHAMBER FOUNDATION
    1301 HARNEY STREET
    OMAHA,NE68102     		  PC PROSPER OMAHA 2.0 265,750
    GREEN HILLS AREA EDUCATION AGENCY
    24997 HIGHWAY 92 PO BOX 1109
    COUNCIL BLUFFS,IA51502     		  GOV MULTI-YEAR OPERATIONAL FUNDING 2019 949,107
    HABITAT FOR HUMANITY OF COUNCIL BLUFFS
    1228 SOUTH MAIN STREET
    COUNCIL BLUFFS,IA51502     		  PC NEIGHBORHOOD NETWORK (YEAR 5) 86,315
    HEARTLAND FAMILY SERVICE
    2101 S 42ND STREET
    OMAHA,NE68105     		  PC LEWIS CENTRAL CHILDREN'S MENTAL HEALTH PROGRAM 2019-2020 555,000
    IMPACT HILL
    35742 HICKORY ROAD
    OAKLAND,IA51560     		  PC OPERATIONAL SUPPORT FOR 2020 55,500
    IOWA WEST FOUNDATION INITIATIVE
    4201 RIVERS EDGE PARKWAY SUITE 400
    COUNCIL BLUFFS,IA51501     		  GOV CITY OF COUNCIL BLUFFS STREETSCAPE CONSTRUCTION AND PUBLIC ART 984,572
    IOWA WESTERN COMMUNITY COLLEGE FOUNDATION
    2700 COLLEGE ROAD
    COUNCIL BLUFFS,IA51503     		  PC POTTAWATTAMIE PROMISE 2018-2019 1,166,132
    JOSLYN ART MUSEUM
    2200 DODGE STREET
    OMAHA,NE68102     		  PC MULTI-YEAR OPERATIONAL SUPPORT - YEAR 3 FUNDING 25,000
    JUSTICE FOR OUR NEIGHBORS - NEBRASKA
    2414 E STREET
    OMAHA,NE68107     		  PC MULTI-YEAR OPERATIONAL FUNDING 2020 65,000
    LUTHERAN FAMILY SERVICES OF NEBRASKA INC
    124 S 24TH STREET SUITE 230
    OMAHA,NE68102     		  PC MULTI-YEAR OPERATIONAL FUNDING 2020 50,000
    MICAH HOUSE CORPORATION
    1415 AVENUE J
    COUNCIL BLUFFS,IA51501     		  PC MULTI-YEAR OPERATIONAL FUNDING 2020 90,000
    MIDLANDS LATINO COMMUNITY DEVELOPMENT CORPORATION
    4923 SOUTH 24TH STREET SUITE 201
    OMAHA,NE68107     		  PC LATINO BUSINESS DEVELOPMENT PROGRAM IN COUNCIL BLUFFS 37,500
    MILLS COUNTY PUBLIC HEALTH
    212 INDEPENDENCE PO BOX 209
    GLENWOOD,IA51534     		  GOV 2019 FLOOD RELIEF - SHELTERS IN MILLS COUNTY, IOWA 15,000
    NATIONAL ARBOR DAY FOUNDATION
    211 NORTH 12TH STREET
    LINCOLN,NE68508     		  PC EMERALD ASH BORER COMMUNITY TREE RECOVERY 56,250
    NEBRASKA ENTERPRISE FUND
    1516 CUMING STREET
    OMAHA,NE68102     		  PC CREATING WESTERN IOWA FUND FOR ENTREPRENEURS 134,000
    NEOLA BETTERMENT CORPORATION
    104 3RD STREET PO BOX 143
    NEOLA,IA51559     		  PC SENIOR HOUSING PLUS 105,000
    NEW VISIONS HOMELESS SERVICES
    1435 N 15TH STREET
    COUNCIL BLUFFS,IA51501     		  PC CASE MANAGEMENT AND SERVICES FOR THE HOMELESS 117,000
    OMAHA BOTANICAL CENTER INC
    100 BANCROFT STREET
    OMAHA,NE68108     		  PC LAURITZEN GARDENS MULTI-YEAR OPERATIONAL FUNDING - YEAR 3 37,500
    OMAHA BRIDGES OUT OF POVERTY INC
    PO BOX 540338
    OMAHA,NE68154     		  PC SOUTHWEST IOWA POVERTY ALLEVIATION INITIATIVE 75,000
    OMAHA CHILDREN'S MUSEUM
    500 SOUTH 20TH STREET
    OMAHA,NE68102     		  PC MULTI-YEAR OPERATIONAL FUNDING - YEAR 3 45,000
    OMAHA COMMUNITY FOUNDATION
    302 S 36TH STREET SUITE 100
    OMAHA,NE68131     		  PC POTTAWATTAMIE GIVES 2020 23,000
    OMAHA DEVELOPMENT FOUNDATION
    808 CONAGRA DRIVE SUITE 400
    OMAHA,NE68102     		  PC SMALL BUSINESS AND ENTREPRENEURIAL DEVELOPMENT FOR SOUTHWEST IOWA 100,000
    OMAHA SPORTS COMMISSION
    1004 FARNAM STREET SUITE 102
    OMAHA,NE51502     		  PC PROGRAM SUPPORT 12,500
    OMAHA SYMPHONY ASSOCIATION
    1605 HOWARD STREET
    OMAHA,NE68102     		  PC MULTI-YEAR OPERATIONAL FUNDING - YEAR 3 25,000
    OMAHA THEATER COMPANY
    2001 FARNAM STREET
    OMAHA,NE68102     		  PC MULTI-YEAR OPERATIONAL FUNDING - YEAR 3 25,000
    OMAHA ZOOLOGICAL SOCIETY
    3701 S 10TH STREET
    OMAHA,NE51503     		  PC PROGRAM SUPPORT 50,000
    OPERA OMAHA
    1850 FARNAM STREET
    OMAHA,NE68102     		  PC MULTI-YEAR OPERATIONAL FUNDING - YEAR 3 25,000
    POTTAWATTAMIE ARTS CULTURE & ENTERTAINMENT
    PO BOX 795
    COUNCIL BLUFFS,IA51503     		  PC PROGRAM SUPPORT 238,843
    POTTAWATTAMIE CONSERVATION FOUNDATION
    223 SOUTH 6TH STREET
    COUNCIL BLUFFS,IA51501     		  PC HITCHCOCK NATURE CENTER INFRASTRUCTURE IMPROVEMENTS 162,500
    POTTAWATTAMIE COUNTY BOARD OF SUPERVISORS
    227 SOUTH 6TH STREET
    COUNCIL BLUFFS,IA51501     		  GOV 2017 CITIES PROGRAM RE-CAPITALIZATION 105,589
    POTTAWATTAMIE COUNTY COMMUNITY FOUNDATION
    536 EAST BROADWAY
    COUNCIL BLUFFS,IA51503     		  PC WOMEN'S FUND OF SOUTHWEST IOWA AND MATCHING FUNDS 148,133
    POTTAWATTAMIE COUNTY CONSERVATION BOARD
    223 SOUTH 6TH STREET
    COUNCIL BLUFFS,IA51501     		  GOV ARROWHEAD CAMPGROUND BRIDGE 44,000
    POTTAWATTAMIE COUNTY FIREFIGHTERS ASSOCIATION
    4201 RIVERS EDGE PARKWAY SUITE 400
    COUNCIL BLUFFS,IA51501     		  PC VOLUNTEER FIRE DEPARTMENT EQUIPMENT FUND 69,854
    POTTAWATTAMIE COUNTY HOUSING TRUST FUND INC
    1032 WOODBURY AVENUE
    COUNCIL BLUFFS,IA51503     		  PC 2021 HOUSING TRUST FUND 22,125
    SHARE OMAHA
    6825 PINE STREET M/S B3
    OMAHA,NE68106     		  PC SHARE OMAHA PROGRAM 37,500
    SOUTHWEST IOWA NONPROFIT FOR COLLECTIVE IMPACT
    18502 VINTON STREET
    OMAHA,NE68130     		  PC START-UP FUNDING 32,000
    THE DURHAM MUSEUM
    801 S 10TH STREET
    OMAHA,NE68108     		  PC MULTI-YEAR OPERATIONAL FUNDING - YEAR 3 25,000
    THE NATURE CONSERVANCY
    8175 CAMDEN AVENUE
    OMAHA,NE68134     		  PC PROGRAM SUPPORT 200,000
    UNITED WAY OF THE MIDLANDS
    2201 FARNAM STREET SUITE 200
    OMAHA,NE68102     		  PC COMMUNITY CARE FUND 2020 127,750
    WOODBINE COMMUNITY FOUNDATION
    313 WALKER
    WOODBINE,IA51579     		  PC WOODBINE REGIONAL WELLNESS CENTER 250,000
    Total .................................bullet 3a 11,972,319
    bApproved for future payment
    712 INITIATIVE
    PO BOX 1565
    COUNCIL BLUFFS,IA51502     		  PC PLACE-MAKING CONSORTIUM 250,000
    CHRISTIAN HOME ASSOCIATION - CHILDREN'S SQUARE USA
    N 6TH STREET AND AVENUE E
    COUNCIL BLUFFS,IA51502     		  PC PROGRAM SUPPORT 25,000
    CITY OF COUNCIL BLUFFS
    209 PEARL STREET
    COUNCIL BLUFFS,IA51503     		  GOV WEST BROADWAY RECONSTRUCTION PHASE IV 1,821,191
    CITY OF GLENWOOD
    5 NORTH VINE STREET
    GLENWOOD,IA51534     		  GOV PROGRAM SUPPORT 40,000
    COMMUNITY EDUCATION FOUNDATION INC
    300 W BROADWAY SUITE 212
    COUNCIL BLUFFS,IA51503     		  PC STARS PROGRAM 2017-2018 113,977
    COUNCIL BLUFFS AREA PICKLEBALL
    5 ARENA WAY
    COUNCIL BLUFFS,IA51501     		  PC START-UP OPERATIONAL SUPPORT 3,750
    COUNCIL BLUFFS COMMUNITY SCHOOL DISTRICT
    300 WEST BROADWAY SUITE 1600
    COUNCIL BLUFFS,IA51503     		  GOV BLINK CARTER LAKE PHASE 531,000
    EL CENTRO LATINO
    600 SOUTH MAIN STREET
    COUNCIL BLUFFS,IA51503     		  PC OPERATIONAL SUPPORT 2020 - 2021 50,000
    FAMILY INC
    3501 HARRY LANGDON BLVD SUITE 150
    COUNCIL BLUFFS,IA51503     		  PC GENERAL OPERATING SUPPORT 51,930
    GREATER OMAHA CHAMBER FOUNDATION
    1301 HARNEY STREET
    OMAHA,NE68102     		  PC PROSPER OMAHA 2.0 219,250
    GREEN HILLS AREA EDUCATION AGENCY
    24997 HIGHWAY 92 PO BOX 1109
    COUNCIL BLUFFS,IA51502     		  GOV MULTI-YEAR OPERATIONAL FUNDING 2019 1,100,000
    HEARTLAND FAMILY SERVICE
    2101 S 42ND STREET
    OMAHA,NE68105     		  PC LEWIS CENTRAL CHILDREN'S MENTAL HEALTH PROGRAM 2019-2020 65,000
    IMPACT HILL
    35742 HICKORY ROAD
    OAKLAND,IA51560     		  PC OPERATIONAL SUPPORT FOR 2020 18,500
    IOWA WEST FOUNDATION INITIATIVE
    4201 RIVERS EDGE PARKWAY SUITE 400
    COUNCIL BLUFFS,IA51501     		  GOV CITY OF COUNCIL BLUFFS STREETSCAPE CONSTRUCTION AND PUBLIC ART 1,640,286
    IOWA WESTERN COMMUNITY COLLEGE FOUNDATION
    2700 COLLEGE ROAD
    COUNCIL BLUFFS,IA51503     		  PC POTTAWATTAMIE PROMISE 2018-2019 1,122,953
    MIDLANDS LATINO COMMUNITY DEVELOPMENT CORPORATION
    4923 SOUTH 24TH STREET SUITE 201
    OMAHA,NE68107     		  PC LATINO BUSINESS DEVELOPMENT PROGRAM IN COUNCIL BLUFFS 12,500
    MILLS COUNTY PUBLIC HEALTH
    212 INDEPENDENCE PO BOX 209
    GLENWOOD,IA51534     		  GOV 2019 FLOOD RELIEF - SHELTERS IN MILLS COUNTY, IOWA 22,000
    NATIONAL ARBOR DAY FOUNDATION
    211 NORTH 12TH STREET
    LINCOLN,NE68508     		  PC EMERALD ASH BORER COMMUNITY TREE RECOVERY 18,750
    NEBRASKA ENTERPRISE FUND
    1516 CUMING STREET
    OMAHA,NE68102     		  PC CREATING WESTERN IOWA FUND FOR ENTREPRENEURS 134,000
    NEW VISIONS HOMELESS SERVICES
    1435 N 15TH STREET
    COUNCIL BLUFFS,IA51501     		  PC CASE MANAGEMENT AND SERVICES FOR THE HOMELESS 57,500
    OMAHA BRIDGES OUT OF POVERTY INC
    PO BOX 540338
    OMAHA,NE68154     		  PC SOUTHWEST IOWA POVERTY ALLEVIATION INITIATIVE 25,000
    OMAHA DEVELOPMENT FOUNDATION
    808 CONAGRA DRIVE SUITE 400
    OMAHA,NE68102     		  PC SMALL BUSINESS AND ENTREPRENEURIAL DEVELOPMENT FOR SOUTHWEST IOWA 25,000
    POTTAWATTAMIE CONSERVATION FOUNDATION
    223 SOUTH 6TH STREET
    COUNCIL BLUFFS,IA51501     		  PC HITCHCOCK NATURE CENTER INFRASTRUCTURE IMPROVEMENTS 162,500
    POTTAWATTAMIE COUNTY BOARD OF SUPERVISORS
    227 SOUTH 6TH STREET
    COUNCIL BLUFFS,IA51501     		  GOV 2017 CITIES PROGRAM RE-CAPITALIZATION 458,038
    POTTAWATTAMIE COUNTY COMMUNITY FOUNDATION
    536 EAST BROADWAY
    COUNCIL BLUFFS,IA51503     		  PC WOMEN'S FUND OF SOUTHWEST IOWA AND MATCHING FUNDS 85,633
    POTTAWATTAMIE COUNTY CONSERVATION BOARD
    223 SOUTH 6TH STREET
    COUNCIL BLUFFS,IA51501     		  GOV ARROWHEAD CAMPGROUND BRIDGE 750,000
    RED OAK SCHOOL DISTRICT
    604 SOUTH BROADWAY
    RED OAK,IA51566     		  PC PROGRAM SUPPORT 14,511
    SHARE OMAHA
    6825 PINE STREET M/S B3
    OMAHA,NE68106     		  PC SHARE OMAHA PROGRAM 12,500
    SOUTHWEST IOWA NONPROFIT FOR COLLECTIVE IMPACT
    18502 VINTON STREET
    OMAHA,NE68130     		  PC START-UP FUNDING 64,000
    UNITED WAY OF THE MIDLANDS
    2201 FARNAM STREET SUITE 200
    OMAHA,NE68102     		  PC COMMUNITY CARE FUND 2020 127,750
    WOMEN'S FUND OF GREATER OMAHA INC
    1111 NORTH 13TH STREET SUITE 106
    OMAHA,NE68102     		  PC PROGRAM SUPPORT 100,000
    Total .................................bullet 3b 9,122,519
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 4,770,114  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property...... 531310 -2,454      
    bNot debt-financed property.....     16 483,536  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,643,369  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSALE OF HEDGE FUNDS & OTHER INCOME     		    18 2,048  
    bPARTNERSHIP INCOME     18 5,901,264  
    cHOTEL FEES & TAX     18 195,968  
    dFIELD HOUSE - PROGRAM REVENUE     18 299,773  
    ePARTNERSHIP INCOME 525990 -25,885      
    12 Subtotal. Add columns (b), (d), and (e).. -28,339 13,296,072 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    13,267,733
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    712 INITIATIVEPO BOX 1565
    COUNCIL BLUFFS,IA51502     		  PC PLACE-MAKING CONSORTIUM 852,011
    AMERICAN MIDWEST BALLET918 S 37TH STREET
    OMAHA,NE68105     		  PC MULTI-YEAR OPERATIONAL FUNDING - YEAR 3 187,500
    BOARD OF REGENTS OF THE UNIVERSITY OF NEBRASKA3835 HOLDREDGE STREET
    LINCOLN,NE68503     		  PC IMPROVING SECONDARY MATH PROFICIENCY IN MOEC (MATHEMATICS AT THE HIGH SCHOOL) SCHOOLS 1,770
    BOYS & GIRLS CLUBS OF THE MIDLANDS815 N 16TH STREET
    COUNCIL BLUFFS,IA51501     		  PC MULTI-YEAR OPERATIONAL FUNDING 2020 85,000
    CATHOLIC CHARITIES DIOCESE OF DES MOINES1215 N BROADWAY
    COUNCIL BLUFFS,IA51503     		  PC DOMESTIC VIOLENCE AND SEXUAL ASSAULT PROGRAM 13,332
    CITY OF ATLANTIC23 EAST 4TH STREET
    ATLANTIC,IA50022     		  GOV PROGRAM SUPPORT 30,000
    CITY OF COUNCIL BLUFFS209 PEARL STREET
    COUNCIL BLUFFS,IA51503     		  GOV WEST BROADWAY RECONSTRUCTION PHASE IV 2,674,530
    CITY OF SHELBY410 EAST STREET
    SHELBY,IA51570     		  GOV SEWER SYSTEM IMPROVEMENT 116,820
    CITY OF TABOR626 MAIN STREET
    TABOR,IA51653     		  GOV TABOR PUBLIC LIBRARY 50,000
    COMMUNITY EDUCATION FOUNDATION INC300 W BROADWAY SUITE 212
    COUNCIL BLUFFS,IA51503     		  PC STARS PROGRAM 2017-2018 170,145
    COMMUNITY OF CHRIST CARING MINISTRIES116 WEST KANESVILLE BOULEVARD
    COUNCIL BLUFFS,IA51503     		  PC PROGRAM SUPPORT 1,228
    COMPLETELY KIDS2566 SAINT MARYS AVENUE
    OMAHA,NE68105     		  PC PHOENIX HOUSE FAMILY SERVICES 9,500
    COUNCIL BLUFFS AREA PICKLEBALL5 ARENA WAY
    COUNCIL BLUFFS,IA51501     		  PC START-UP OPERATIONAL SUPPORT 1,250
    COUNCIL BLUFFS COMMUNITY SCHOOL DISTRICT300 WEST BROADWAY SUITE 1600
    COUNCIL BLUFFS,IA51503     		  GOV BLINK CARTER LAKE PHASE 743,578
    EL CENTRO LATINO600 SOUTH MAIN STREET
    COUNCIL BLUFFS,IA51503     		  PC OPERATIONAL SUPPORT 2020 - 2021 68,750
    FAMILY INC3501 HARRY LANGDON BLVD SUITE 150
    COUNCIL BLUFFS,IA51503     		  PC GENERAL OPERATING SUPPORT 123,485
    GOLDEN HILLS RESOURCE CONSERVATION & DEVELOPMENTPO BOX 189
    OAKLAND,IA51560     		  PC RURAL LEADERSHIP PLANNING 205,000
    GREATER OMAHA CHAMBER FOUNDATION1301 HARNEY STREET
    OMAHA,NE68102     		  PC PROSPER OMAHA 2.0 265,750
    GREEN HILLS AREA EDUCATION AGENCY24997 HIGHWAY 92 PO BOX 1109
    COUNCIL BLUFFS,IA51502     		  GOV MULTI-YEAR OPERATIONAL FUNDING 2019 949,107
    HABITAT FOR HUMANITY OF COUNCIL BLUFFS1228 SOUTH MAIN STREET
    COUNCIL BLUFFS,IA51502     		  PC NEIGHBORHOOD NETWORK (YEAR 5) 86,315
    HEARTLAND FAMILY SERVICE2101 S 42ND STREET
    OMAHA,NE68105     		  PC LEWIS CENTRAL CHILDREN'S MENTAL HEALTH PROGRAM 2019-2020 555,000
    IMPACT HILL35742 HICKORY ROAD
    OAKLAND,IA51560     		  PC OPERATIONAL SUPPORT FOR 2020 55,500
    IOWA WEST FOUNDATION INITIATIVE4201 RIVERS EDGE PARKWAY SUITE 400
    COUNCIL BLUFFS,IA51501     		  GOV CITY OF COUNCIL BLUFFS STREETSCAPE CONSTRUCTION AND PUBLIC ART 984,572
    IOWA WESTERN COMMUNITY COLLEGE FOUNDATION2700 COLLEGE ROAD
    COUNCIL BLUFFS,IA51503     		  PC POTTAWATTAMIE PROMISE 2018-2019 1,166,132
    JOSLYN ART MUSEUM2200 DODGE STREET
    OMAHA,NE68102     		  PC MULTI-YEAR OPERATIONAL SUPPORT - YEAR 3 FUNDING 25,000
    JUSTICE FOR OUR NEIGHBORS - NEBRASKA2414 E STREET
    OMAHA,NE68107     		  PC MULTI-YEAR OPERATIONAL FUNDING 2020 65,000
    LUTHERAN FAMILY SERVICES OF NEBRASKA INC124 S 24TH STREET SUITE 230
    OMAHA,NE68102     		  PC MULTI-YEAR OPERATIONAL FUNDING 2020 50,000
    MICAH HOUSE CORPORATION1415 AVENUE J
    COUNCIL BLUFFS,IA51501     		  PC MULTI-YEAR OPERATIONAL FUNDING 2020 90,000
    MIDLANDS LATINO COMMUNITY DEVELOPMENT CORPORATION4923 SOUTH 24TH STREET SUITE 201
    OMAHA,NE68107     		  PC LATINO BUSINESS DEVELOPMENT PROGRAM IN COUNCIL BLUFFS 37,500
    MILLS COUNTY PUBLIC HEALTH212 INDEPENDENCE PO BOX 209
    GLENWOOD,IA51534     		  GOV 2019 FLOOD RELIEF - SHELTERS IN MILLS COUNTY, IOWA 15,000
    NATIONAL ARBOR DAY FOUNDATION211 NORTH 12TH STREET
    LINCOLN,NE68508     		  PC EMERALD ASH BORER COMMUNITY TREE RECOVERY 56,250
    NEBRASKA ENTERPRISE FUND1516 CUMING STREET
    OMAHA,NE68102     		  PC CREATING WESTERN IOWA FUND FOR ENTREPRENEURS 134,000
    NEOLA BETTERMENT CORPORATION104 3RD STREET PO BOX 143
    NEOLA,IA51559     		  PC SENIOR HOUSING PLUS 105,000
    NEW VISIONS HOMELESS SERVICES1435 N 15TH STREET
    COUNCIL BLUFFS,IA51501     		  PC CASE MANAGEMENT AND SERVICES FOR THE HOMELESS 117,000
    OMAHA BOTANICAL CENTER INC100 BANCROFT STREET
    OMAHA,NE68108     		  PC LAURITZEN GARDENS MULTI-YEAR OPERATIONAL FUNDING - YEAR 3 37,500
    OMAHA BRIDGES OUT OF POVERTY INCPO BOX 540338
    OMAHA,NE68154     		  PC SOUTHWEST IOWA POVERTY ALLEVIATION INITIATIVE 75,000
    OMAHA CHILDREN'S MUSEUM500 SOUTH 20TH STREET
    OMAHA,NE68102     		  PC MULTI-YEAR OPERATIONAL FUNDING - YEAR 3 45,000
    OMAHA COMMUNITY FOUNDATION302 S 36TH STREET SUITE 100
    OMAHA,NE68131     		  PC POTTAWATTAMIE GIVES 2020 23,000
    OMAHA DEVELOPMENT FOUNDATION808 CONAGRA DRIVE SUITE 400
    OMAHA,NE68102     		  PC SMALL BUSINESS AND ENTREPRENEURIAL DEVELOPMENT FOR SOUTHWEST IOWA 100,000
    OMAHA SPORTS COMMISSION1004 FARNAM STREET SUITE 102
    OMAHA,NE51502     		  PC PROGRAM SUPPORT 12,500
    OMAHA SYMPHONY ASSOCIATION1605 HOWARD STREET
    OMAHA,NE68102     		  PC MULTI-YEAR OPERATIONAL FUNDING - YEAR 3 25,000
    OMAHA THEATER COMPANY2001 FARNAM STREET
    OMAHA,NE68102     		  PC MULTI-YEAR OPERATIONAL FUNDING - YEAR 3 25,000
    OMAHA ZOOLOGICAL SOCIETY3701 S 10TH STREET
    OMAHA,NE51503     		  PC PROGRAM SUPPORT 50,000
    OPERA OMAHA1850 FARNAM STREET
    OMAHA,NE68102     		  PC MULTI-YEAR OPERATIONAL FUNDING - YEAR 3 25,000
    POTTAWATTAMIE ARTS CULTURE & ENTERTAINMENTPO BOX 795
    COUNCIL BLUFFS,IA51503     		  PC PROGRAM SUPPORT 238,843
    POTTAWATTAMIE CONSERVATION FOUNDATION223 SOUTH 6TH STREET
    COUNCIL BLUFFS,IA51501     		  PC HITCHCOCK NATURE CENTER INFRASTRUCTURE IMPROVEMENTS 162,500
    POTTAWATTAMIE COUNTY BOARD OF SUPERVISORS227 SOUTH 6TH STREET
    COUNCIL BLUFFS,IA51501     		  GOV 2017 CITIES PROGRAM RE-CAPITALIZATION 105,589
    POTTAWATTAMIE COUNTY COMMUNITY FOUNDATION536 EAST BROADWAY
    COUNCIL BLUFFS,IA51503     		  PC WOMEN'S FUND OF SOUTHWEST IOWA AND MATCHING FUNDS 148,133
    POTTAWATTAMIE COUNTY CONSERVATION BOARD223 SOUTH 6TH STREET
    COUNCIL BLUFFS,IA51501     		  GOV ARROWHEAD CAMPGROUND BRIDGE 44,000
    POTTAWATTAMIE COUNTY FIREFIGHTERS ASSOCIATION4201 RIVERS EDGE PARKWAY SUITE 400
    COUNCIL BLUFFS,IA51501     		  PC VOLUNTEER FIRE DEPARTMENT EQUIPMENT FUND 69,854
    POTTAWATTAMIE COUNTY HOUSING TRUST FUND INC1032 WOODBURY AVENUE
    COUNCIL BLUFFS,IA51503     		  PC 2021 HOUSING TRUST FUND 22,125
    SHARE OMAHA6825 PINE STREET M/S B3
    OMAHA,NE68106     		  PC SHARE OMAHA PROGRAM 37,500
    SOUTHWEST IOWA NONPROFIT FOR COLLECTIVE IMPACT18502 VINTON STREET
    OMAHA,NE68130     		  PC START-UP FUNDING 32,000
    THE DURHAM MUSEUM801 S 10TH STREET
    OMAHA,NE68108     		  PC MULTI-YEAR OPERATIONAL FUNDING - YEAR 3 25,000
    THE NATURE CONSERVANCY8175 CAMDEN AVENUE
    OMAHA,NE68134     		  PC PROGRAM SUPPORT 200,000
    UNITED WAY OF THE MIDLANDS2201 FARNAM STREET SUITE 200
    OMAHA,NE68102     		  PC COMMUNITY CARE FUND 2020 127,750
    WOODBINE COMMUNITY FOUNDATION313 WALKER
    WOODBINE,IA51579     		  PC WOODBINE REGIONAL WELLNESS CENTER 250,000
    Total ...............................bullet 3a 11,972,319
    bApproved for future payment
    712 INITIATIVEPO BOX 1565
    COUNCIL BLUFFS,IA51502     		  PC PLACE-MAKING CONSORTIUM 250,000
    CHRISTIAN HOME ASSOCIATION - CHILDREN'S SQUARE USAN 6TH STREET AND AVENUE E
    COUNCIL BLUFFS,IA51502     		  PC PROGRAM SUPPORT 25,000
    CITY OF COUNCIL BLUFFS209 PEARL STREET
    COUNCIL BLUFFS,IA51503     		  GOV WEST BROADWAY RECONSTRUCTION PHASE IV 1,821,191
    CITY OF GLENWOOD5 NORTH VINE STREET
    GLENWOOD,IA51534     		  GOV PROGRAM SUPPORT 40,000
    COMMUNITY EDUCATION FOUNDATION INC300 W BROADWAY SUITE 212
    COUNCIL BLUFFS,IA51503     		  PC STARS PROGRAM 2017-2018 113,977
    COUNCIL BLUFFS AREA PICKLEBALL5 ARENA WAY
    COUNCIL BLUFFS,IA51501     		  PC START-UP OPERATIONAL SUPPORT 3,750
    COUNCIL BLUFFS COMMUNITY SCHOOL DISTRICT300 WEST BROADWAY SUITE 1600
    COUNCIL BLUFFS,IA51503     		  GOV BLINK CARTER LAKE PHASE 531,000
    EL CENTRO LATINO600 SOUTH MAIN STREET
    COUNCIL BLUFFS,IA51503     		  PC OPERATIONAL SUPPORT 2020 - 2021 50,000
    FAMILY INC3501 HARRY LANGDON BLVD SUITE 150
    COUNCIL BLUFFS,IA51503     		  PC GENERAL OPERATING SUPPORT 51,930
    GREATER OMAHA CHAMBER FOUNDATION1301 HARNEY STREET
    OMAHA,NE68102     		  PC PROSPER OMAHA 2.0 219,250
    GREEN HILLS AREA EDUCATION AGENCY24997 HIGHWAY 92 PO BOX 1109
    COUNCIL BLUFFS,IA51502     		  GOV MULTI-YEAR OPERATIONAL FUNDING 2019 1,100,000
    HEARTLAND FAMILY SERVICE2101 S 42ND STREET
    OMAHA,NE68105     		  PC LEWIS CENTRAL CHILDREN'S MENTAL HEALTH PROGRAM 2019-2020 65,000
    IMPACT HILL35742 HICKORY ROAD
    OAKLAND,IA51560     		  PC OPERATIONAL SUPPORT FOR 2020 18,500
    IOWA WEST FOUNDATION INITIATIVE4201 RIVERS EDGE PARKWAY SUITE 400
    COUNCIL BLUFFS,IA51501     		  GOV CITY OF COUNCIL BLUFFS STREETSCAPE CONSTRUCTION AND PUBLIC ART 1,640,286
    IOWA WESTERN COMMUNITY COLLEGE FOUNDATION2700 COLLEGE ROAD
    COUNCIL BLUFFS,IA51503     		  PC POTTAWATTAMIE PROMISE 2018-2019 1,122,953
    MIDLANDS LATINO COMMUNITY DEVELOPMENT CORPORATION4923 SOUTH 24TH STREET SUITE 201
    OMAHA,NE68107     		  PC LATINO BUSINESS DEVELOPMENT PROGRAM IN COUNCIL BLUFFS 12,500
    MILLS COUNTY PUBLIC HEALTH212 INDEPENDENCE PO BOX 209
    GLENWOOD,IA51534     		  GOV 2019 FLOOD RELIEF - SHELTERS IN MILLS COUNTY, IOWA 22,000
    NATIONAL ARBOR DAY FOUNDATION211 NORTH 12TH STREET
    LINCOLN,NE68508     		  PC EMERALD ASH BORER COMMUNITY TREE RECOVERY 18,750
    NEBRASKA ENTERPRISE FUND1516 CUMING STREET
    OMAHA,NE68102     		  PC CREATING WESTERN IOWA FUND FOR ENTREPRENEURS 134,000
    NEW VISIONS HOMELESS SERVICES1435 N 15TH STREET
    COUNCIL BLUFFS,IA51501     		  PC CASE MANAGEMENT AND SERVICES FOR THE HOMELESS 57,500
    OMAHA BRIDGES OUT OF POVERTY INCPO BOX 540338
    OMAHA,NE68154     		  PC SOUTHWEST IOWA POVERTY ALLEVIATION INITIATIVE 25,000
    OMAHA DEVELOPMENT FOUNDATION808 CONAGRA DRIVE SUITE 400
    OMAHA,NE68102     		  PC SMALL BUSINESS AND ENTREPRENEURIAL DEVELOPMENT FOR SOUTHWEST IOWA 25,000
    POTTAWATTAMIE CONSERVATION FOUNDATION223 SOUTH 6TH STREET
    COUNCIL BLUFFS,IA51501     		  PC HITCHCOCK NATURE CENTER INFRASTRUCTURE IMPROVEMENTS 162,500
    POTTAWATTAMIE COUNTY BOARD OF SUPERVISORS227 SOUTH 6TH STREET
    COUNCIL BLUFFS,IA51501     		  GOV 2017 CITIES PROGRAM RE-CAPITALIZATION 458,038
    POTTAWATTAMIE COUNTY COMMUNITY FOUNDATION536 EAST BROADWAY
    COUNCIL BLUFFS,IA51503     		  PC WOMEN'S FUND OF SOUTHWEST IOWA AND MATCHING FUNDS 85,633
    POTTAWATTAMIE COUNTY CONSERVATION BOARD223 SOUTH 6TH STREET
    COUNCIL BLUFFS,IA51501     		  GOV ARROWHEAD CAMPGROUND BRIDGE 750,000
    RED OAK SCHOOL DISTRICT604 SOUTH BROADWAY
    RED OAK,IA51566     		  PC PROGRAM SUPPORT 14,511
    SHARE OMAHA6825 PINE STREET M/S B3
    OMAHA,NE68106     		  PC SHARE OMAHA PROGRAM 12,500
    SOUTHWEST IOWA NONPROFIT FOR COLLECTIVE IMPACT18502 VINTON STREET
    OMAHA,NE68130     		  PC START-UP FUNDING 64,000
    UNITED WAY OF THE MIDLANDS2201 FARNAM STREET SUITE 200
    OMAHA,NE68102     		  PC COMMUNITY CARE FUND 2020 127,750
    WOMEN'S FUND OF GREATER OMAHA INC1111 NORTH 13TH STREET SUITE 106
    OMAHA,NE68102     		  PC PROGRAM SUPPORT 100,000
    Total ................................bullet 3b 9,122,519
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    IOWA WEST FOUNDATION
     
    Employer identification number

    42-1391990
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    IOWA WEST FOUNDATION
          		Employer identification number
    42-1391990
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    IOWA WEST RACING ASSOCIATION
     
    25 MAIN PLACE SUITE 550
     
    COUNCIL BLUFFS, IA51503

    		$ 4,500,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    WARREN DISTRIBUTION
     
    950 S 10TH ST SUITE 300
     
    OMAHA, NE68108

    		$ 1,150,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    CHARLES E LAKIN FOUNDATION
     
    705 NORTH 16TH STREET
     
    COUNCIL BLUFFS, IA51501

    		$ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    CB SOCCER CLUB
     
    3260 MID AMERICA DRIVE
     
    COUNCIL BLUFFS, IA51501

    		$ 887,714


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    IOWA WEST FOUNDATION
          		Employer identification number

    42-1391990
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 ART COLLECTION $ 900,000  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 DONATION OF LAND $ 887,714  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    IOWA WEST FOUNDATION
          		Employer identification number

    42-1391990
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    IOWA WEST FOUNDATION
    EIN:
    42-1391990
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 177,714 88,857   88,857

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    IOWA WEST FOUNDATION
    EIN:
    42-1391990
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    FAST BREAK SPORTS IOWA LLC (DBA OMAHA SPORTS ACADEMY) (OSA)
          		5 ARENA WAY
    COUNCIL BLUFFS,IA51501     		2020-01-01 1 GRANT TO FAST BREAK SPORTS IOWA, LLC (DBA OMAHA SPORTS ACADEMY) (OSA) FOR A $1 PER YEAR LEASE OF A FIELDHOUSE FACILITY CONSTRUCTED AND BUILT BY IOWA WEST FOUNDATION, WITH FUNDING FROM THE CITY OF COUNCIL BLUFFS, TO BE OPERATED BY OSA AS A COMMUNITY RECREATIONAL CENTER IN A CHARITABLE MANNER. THE LEASED PROPERTY CONSISTS OF 66,150 USABLE SQUARE FEET AND ASSOCIATED PARKING AREA. THIS WAS MADE IN COMPLIANCE WITH IOWA WEST FOUNDATION'S COMMITMENT TO THE CITY OF COUNCIL BLUFFS UNDER AN AGREEMENT FOR PRIVATE DEVELOPMENT TO DEVELOP A DECLINING AREA IN THE CITY KNOWN AS THE MID-AMERICA CENTER. THE GRANT OF NOMINAL RENT UNDER THE SPORTS LEASE AND OPERATING AGREEMENT, EXECUTED IN JANUARY, 2017, ALONG WITH A SUPPLEMENTAL COMPLIANCE AGREEMENT, WAS MADE, WITH APPROVAL OF THE CITY, TO REQUIRE OSA TO OPERATE THE FACILITY IN A NONDISCRIMINATORY, NONCOMMERCIAL MANNER FOR THE BENEFIT OF THE PUBLIC, AND IN COMPLIANCE WITH IWF'S EXPENDITURE RESPONSIBILITIES. 1 THERE IS NO DIVERSION OF THE USE OF THE FACILITY FOR NON-CHARITABLE PURPOSES COMMUNITY USE REPORTS ARE SUBMITTED QUARTERLY 2020-01-01  

    TY 2020 GeneralExplanationAttachment
    Name:
    IOWA WEST FOUNDATION
    EIN:
    42-1391990
    Identifier Return Reference Explanation
    PART VII-B, LINE 3A 990-PF INTERNAL REVENUE CODE SECTIONS (IRC) 4943 STATES THAT THE PERMITTED HOLDINGS OF ANY PRIVATE FOUNDATION IN AN INCORPORATED BUSINESS ENTERPRISE IS 20 PERCENT OF THE VOTING STOCK, REDUCE BY THE PERCENTAGE OF THE VOTING STOCK OWNED BY ALL DISQUALIFIED PERSONS. IN ADDITION, A BUSINESS WHICH DERIVES MORE THAN 95 PERCENT OF ITS GROSS INCOME FROM PASSIVE SOURCES WILL NOT CONSTITUTE A BUSINESS ENTERPRISE WITHIN THE MEANING OF IRC 4943, AND A FOUNDATION'S INVESTMENTS IN SUCH AN ENTITY WILL NOT CONSTITUTE AN IRC 4943 BUSINESS HOLDING. IOWA WEST FOUNDATION HOLDS VARIOUS OWNERSHIP IN INCORPORATED BUSINESS ENTERPRISES; HOWEVER, EACH HOLDING MEETS THE ABOVE DISCUSSED EXCEPTIONS RELATING TO EXCESS BUSINESS HOLDINGS.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    IOWA WEST FOUNDATION
    EIN:
    42-1391990
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DBLTX $10.70 DOUBLELINE TOTAL RETURN BOND FUND CLASS I #2040 11,852,029 11,852,029
    VBTIX $11.62 VANGUARD TOTAL BD MKT IDX INSTL CL #222 17,741,102 17,741,102
    DBLTX $10.70 DOUBLELINE TOTAL RETURN BOND FUND CLASS I #2040 32,574 32,574
    VBTIX $11.62 VANGUARD TOTAL BD MKT IDX INSTL CL #222 29,879 29,879

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    IOWA WEST FOUNDATION
    EIN:
    42-1391990
    Name of Stock End of Year Book Value End of Year Fair Market Value
    JENYX$55.41 JENSEN QUALITY GROWTH FUND CLASS Y #6299 21,747,014 21,747,014
    POSIX$9.85 PRINCIPAL GLOBAL REAL ESTATE SECURITIES FUND - INS #4905 13,244,831 13,244,831
    VTMNX$15.25 VANGUARD DEVELOPED MARKETS INDEX FUND - INST #137 24,248,835 24,248,835
    VITSX$94.75 VANGUARD TOTAL STOCK MARKET INDEX FD CLASS I #855 72,318,853 72,318,853
    ALG$137.95ALAMO GROUP INC COM 82,770 82,770
    AMN$68.25AMN HEALTHCARE SERVICES INC COM 54,600 54,600
    ASGN$83.53 ASGN INC COM 108,589 108,589
    AXTA$28.55 AXALTA COATING SYS LTD COM 174,155 174,155
    BRC$52.82 BRADY CORP CL A 85,833 85,833
    BLDR $40.81 BUILDERS FIRSTSOURCE INC COM 168,341 168,341
    CACI $249.33 CACI INTL INC CL A 105,965 105,965
    CZR $74.27 CAESARS ENTERTAINMENT INC COM 87,267 87,267
    CPRI$42.00 CAPRI HOLDINGS LIMITED SHS 95,550 95,550
    CHX $15.30 CHAMPIONX CORPORATION COM 58,523 58,523
    CCMP $151.30 CMC MATERIALS INC COM 166,430 166,430
    CHRS $17.38 COHERUS BIOSCIENCES INC COM 56,051 56,051
    CWK $14.83 CUSHMAN WAKEFILED PLC SHS 83,048 83,048
    DXC $25.75 DXC TECHNOLOGY CO COM 74,031 74,031
    ESI $17.73 ELEMENT SOLUTIONS INC COM 172,424 172,424
    EBS $89.60 EMERGENT BIOSOLUTIONS INC COM 116,480 116,480
    FN $77.59 FABRINET SHS 120,265 120,265
    FSS $33.17 FEDERAL SIGNAL CORP COM 125,217 125,217
    FAF $51.63 FIRST AMERN FINL CORP COM 163,925 163,925
    FCN $111.72 FTI CONSULTING INC COM 72,618 72,618
    GATX $83.18 GATX CORP COM 112,293 112,293
    GPI $131.14 GROUP 1 AUTOMOTIVE INC COM 68,849 68,849
    NSIT $76.09 INSIGHT ENTERPRISES INC COM 205,443 205,443
    IGT $16.94 INTERNATIONAL GAME TECH PLC SHS USD 118,580 118,580
    LPLA $104.22 LPL FINL HLDGS INC COM 218,862 218,862
    MMI $37.23 MARCUS & MILLICHAP INC COM 62,360 62,360
    MTRN $63.72 MATERION CORP COM 87,615 87,615
    MTG $12.55 MGIC INVT CORP WIS COM 74,986 74,986
    MKSI $150.45 MKS INSTRUMENTS INC COM 139,166 139,166
    MC $46.76 MOELIS & CO CL A 57,281 57,281
    NVMI $70.60 NOVA LTD 61,775 61,775
    ORI $19.71 OLD REPUBLIC INTL CORP COM 168,521 168,521
    ONTO $47.55 ONTO INNOVATION INC COM 116,498 116,498
    PE $14.20 PARSLEY ENERGY INC CL A 97,625 97,625
    PFGC $47.61 PERFORMANCE FOOD GROUP CO COM 97,601 97,601
    PRAH $125.44 PRA HEALTH SCIENCES INC COM 159,936 159,936
    RBA $69.55 RITCHIE BROS AUCTIONEERS COM 90,415 90,415
    RUSHA $41.42 RUSH ENTERPRISES INC CL A 97,855 97,855
    SAIA $180.80 SAIA INC COM 131,080 131,080
    SGMS $41.49 SCIENTIFIC GAMES CORPORATION 78,831 78,831
    SSD $93.45 SIMPSON MANUFACTURING CO INC COM 56,070 56,070
    SBGI $31.85 SINCLAIR BROADCAST GROUP INC CL A 98,735 98,735
    SPXC $54.54 SPX CORP COM 77,720 77,720
    SHO $11.33 SUNSTONE HOTEL INVS INC NEW COM 119,815 119,815
    SWCH $16.37 SWITCH INC CL A 79,395 79,395
    TGNA $13.95 TEGNA INC COM 113,344 113,344
    TSEM $25.82 TOWER SEMICONDUCTOR LTD SHS NEW 134,264 134,264
    TRN $26.39 TRINITY INDS INC COM 126,012 126,012
    UNF $211.69 UNIFIRST CORP COM 95,261 95,261
    UNVR $19.01 UNIVAR SOLUTIONS INC 178,694 178,694
    WBT $13.20 WELBILT INC COM 116,820 116,820
    UNF $211.69 UNIFIRST CORP COM 113 113
    CCMP $151.30 CMC MATERIALS INC COM 484 484
    TGNA $13.95 TEGNA INC COM 569 569

    TY 2020 InvestmentsOtherSchedule2
    Name:
    IOWA WEST FOUNDATION
    EIN:
    42-1391990
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    JPMORGAN CORE BOND TRUST FMV 12,385,190 12,385,190
    ACADIAN INTERNATIONAL SMALL CAP FMV 11,366,945 11,366,945
    COMMONFUND INTERNATIONAL PRIVATE EQUITY FMV 1,519,308 1,519,308
    CROWN GLOBAL SECONDARIES FMV 303,756 303,756
    EUROPEAN STRATEGIC PARTNERS FMV 1,647,325 1,647,325
    GOLDMAN SACHS VINTAGE IV FMV 521,890 521,890
    MERCER NON-US EQUITY FMV 21,771,138 21,771,138
    MERCER PIP IV FMV 36,493,207 36,493,207
    MERCER PIP V FMV 8,914,128 8,914,128
    METROPOLITAN REAL ESTATE VI FMV 472,856 472,856
    MONDRIAN EMERGING MARKETS FMV 12,125,445 12,125,445
    MONTAUK TRIGUARD VI FMV 2,605,472 2,605,472
    NB CROSSROADS XX FMV 4,947,983 4,947,983
    NEWLIN ENERGY FUND FMV 84,491 84,491
    NEWLIN ENERGY FUND II FMV 360,689 360,689
    NORTHGATE IV FMV 2,313,536 2,313,536
    PARK STREET NATURAL RESOURCES III FMV 1,139,725 1,139,725
    PARK STREET NATURAL RESOURCES V FMV 2,015,701 2,015,701
    PARK STREET PRIVATE EQUITY VIII FMV 2,137,462 2,137,462
    PARK STREET PRIVATE EQUITY XI FMV 9,828,607 9,828,607
    PORTFOLIO ADVISORS III FMV 429,179 429,179
    PORTFOLIO ADVISORS IV FMV 643,982 643,982
    PORTFOLIO ADVISORS V FMV 1,138,547 1,138,547
    PORTFOLIO ADVISORS VI FMV 712,322 712,322
    PORTFOLIO ADVISORS VIII FMV 5,024,739 5,024,739
    Q-BLK REAL ASSETS FMV 943,333 943,333
    SANDS CAPITAL FMV 18,312,314 18,312,314
    STATE STREET GLOBAL (TIPS) FMV 13,454,453 13,454,453
    ANCHORAGE CAPITAL PARTNERS OFFSHORE FMV 7,479,313 7,479,313
    ATALAN OFFSHORE FUND LTD FMV 5,963,218 5,963,218
    CANYON VALUE REALIZATION FUND FMV 3,134,789 3,134,789
    DAVIDSON KEMPNER FMV 6,788,692 6,788,692
    DIAMETER OFFSHORE FMV 6,433,254 6,433,254
    ELLIOTT INTERNATIONAL LTD FMV 12,893,532 12,893,532
    SHEPHERD FMV 29,964 29,964
    VALINOR CAPITAL PARTNERS OFFSHORE FMV 360,546 360,546
    VIKING GLOBAL EQUITIES FMV 13,009,921 13,009,921

    TY 2020 LegalFeesSchedule
    Name:
    IOWA WEST FOUNDATION
    EIN:
    42-1391990
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 13,097 0   13,097


    TY 2020 OtherAssetsSchedule
    Name:
    IOWA WEST FOUNDATION
    EIN:
    42-1391990
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEFERRED BOND ISSUANCE COST 119,092 109,627 109,627
    ARTWORK, NET 8,277,768 9,040,478 9,040,478
    INVESTMENT - WHOLLY OWNED SUBS 19,502,696 22,061,589 22,061,589
    NOTES REC FROM AFFILIATE 17,443,457 18,530,205 18,530,205
    INTEREST REC FROM AFFILIATE 1,409,684 2,089,667 2,089,667
    INVESTMENTS IN AFFILIATES 5,523,086 3,731,388 3,731,388
    US BANK DERIVATIVE SWAP -108,395 -252,349 -252,349
    INTEREST RECEIVABLE - OTHER 173,246 101,547 101,547
    OTHER ASSETS 145,266 147,403 147,403


    TY 2020 OtherDecreasesSchedule
    Name:
    IOWA WEST FOUNDATION
    EIN:
    42-1391990
    Description Amount
    EQUITY LOSS IN AFFILATE 1,791,699
    LOSS ON SWAP 143,954


    TY 2020 OtherExpensesSchedule
    Name:
    IOWA WEST FOUNDATION
    EIN:
    42-1391990
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DEFERRED COMPENSATION 23,668 0   23,668
    REPAIRS AND MAINTENANCE 36,949 0   36,949
    PAYROLL PROCESSING FEE 2,567 0   0
    BANK CHARGES 6,176 0   6,176
    OFFICE SUPPLIES 15,525 0   15,525
    DUES AND SUBSCRIPTIONS 15,890 0   15,890
    MISCELLANEOUS EXPENSE 2,029 0   2,029
    BOND FINANCING COSTS 9,464 0   9,464
    MAC - NON-OPERATING EXPENSES 1,168,318 317,133   851,183
    MAC - PROPERTY TAXES 81,720 0   81,720
    RF - MISCELLANEOUS EXPENSE 3,186 3,186   0
    EMPLOYEE MOVING EXPENSES 13,368 0   13,368
    MAC - SPORTS PLEX OPERATING EXPENSES 201,000 0   201,000
    MAC - MISCELLANEOUS EXPENSE 16,045 0   16,045


    TY 2020 OtherIncomeSchedule2
    Name:
    IOWA WEST FOUNDATION
    EIN:
    42-1391990
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SALE OF HEDGE FUNDS & OTHER INCOME 2,048 1,512,059 0
    PARTNERSHIP INCOME 5,875,379 -232,382 0
    HOTEL FEES & TAX 195,968 0 0
    FIELD HOUSE - PROGRAM REVENUE 299,773 0 0
    PARTNERSHIP INCOME 0 0 0


    TY 2020 OtherIncreasesSchedule
    Name:
    IOWA WEST FOUNDATION
    EIN:
    42-1391990
    Description Amount
    UNREALIZED GAIN (LOSS) 46,571,199


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    IOWA WEST FOUNDATION
    EIN:
    42-1391990
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 2,152,011 2,087,721   0
    OTHER PROFESSIONAL FEES 21,395 0   21,395
    CONSULTANT FEES 267,364 0   267,364


    TY 2020 TaxesSchedule
    Name:
    IOWA WEST FOUNDATION
    EIN:
    42-1391990
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 206,767 0   0