Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$461,641,781J 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) 8,906,970
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 4,859,382 4,859,382  
5a Gross rents............ 329,380 333,581  
b Net rental income or (loss) 329,380
6a Net gain or (loss) from sale of assets not on line 10 12,135,516
b Gross sales price for all assets on line 6a 57,540,970
7 Capital gain net income (from Part IV, line 2)... 12,135,516
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
List of Attached Documents:
// Content
8,159,698 7,556,224  
12 Total. Add lines 1 through 11........ 34,390,946 24,884,703  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 264,666 12,319   252,347
14 Other employee salaries and wages...... 783,303 12,200   771,103
15 Pension plans, employee benefits....... 345,553 6,488   339,065
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
30,703 0   30,703
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
141,031 42,252   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,424,297 1,318,832   60,864
17 Interest............... 643,311 0   643,311
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... 2,068,986 0  
20 Occupancy.............. 321,814 0   321,814
21 Travel, conferences, and meetings....... 15,743 0   15,743
22 Printing and publications.......... 74,752 0   74,752
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
677,536 169,267   508,269
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,791,695 1,561,358   3,017,971
25 Contributions, gifts, grants paid....... 15,996,201 16,645,993
26 Total expenses and disbursements. Add lines 24 and 25 22,787,896 1,561,358   19,663,964
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 11,603,050
b Net investment income (if negative, enter -0-) 23,323,345
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 3,682,936 2,729,499 2,729,499
2 Savings and temporary cash investments......... 6,147,762 5,607,977 5,607,977
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow152,712
Less: allowance for doubtful accounts right arrow   506,452 152,712 152,712
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) right arrow12,089,083
Less: allowance for doubtful accounts right arrow0 11,913,986 12,089,083 12,089,083
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 217,067,752 Click to see attachment
List of Attached Documents:
// Content
156,082,858 		156,082,858
c Investments—corporate bonds (attach schedule)....... 31,043,450 Click to see attachment
List of Attached Documents:
// Content
22,645,237 		22,645,237
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 205,226,512 Click to see attachment
List of Attached Documents:
// Content
206,900,911 		206,900,911
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
56,239,305 		Click to see attachment
List of Attached Documents:
// Content
55,433,504 		Click to see attachment
List of Attached Documents:
// Content
55,433,504
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 531,828,155 461,641,781 461,641,781
Liabilities 17 Accounts payable and accrued expenses.......... 2,356,935 1,311,533
18 Grants payable................. 16,859,662 15,498,083
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 19,348,815 18,118,554
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
1,242,866
23 Total liabilities (add lines 17 through 22)......... 38,565,412 36,171,036
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 493,262,743 425,470,745
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 493,262,743 425,470,745
30 Total liabilities and net assets/fund balances (see instructions). 531,828,155 461,641,781
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
493,262,743
2
Enter amount from Part I, line 27a .....................
2
11,603,050
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
635,857
4
Add lines 1, 2, and 3 ..........................
4
505,501,650
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
80,030,905
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
425,470,745
Form 990-PF (2022)
Form 990-PF (2022)
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 VBTIX VANGUARD TOTAL BD MKT IDX INSTL CL #222 93370.682 SHS   2017-08-01 2022-02-10
b VITSX VANGUARD TOTAL STOCK MARKET INDEX FD CL I #855 54239.740 SHS   2011-03-01 2022-02-10
c VITSX VANGUARD TOTAL STOCK MARKET INDEX FD CL I #855 46829.634 SHS   2012-06-25 2022-02-18
d JENYXJENSEN QUALITY GROWTH FUND CLASS Y #6299 16020.506 SHS   2017-08-09 2022-03-28
e VBTIX VANGUARD TOTAL BD MKT IDX INSTL CL #222 192492.782 SHS   2018-03-13 2022-03-28
VITSX VANGUARD TOTAL STOCK MARKET INDEX FD CL I #855 19681.517 SHS   2013-04-19 2022-03-28
VBTIX VANGUARD TOTAL BD MKT IDX INSTL CL #222 LONG TERM CAPITAL GAINS DIST      
MGIX FRONTIER MFG CORE INFRASTRUCTURE FUND - INST 442222.794 SHS   2022-03-25 2022-05-06
VITSX VANGUARD TOTAL STOCK MARKET INDEX FD CL I #855 26409.849 SHS   2013-04-19 2022-08-23
DBLTX DOUBLELINE TOTAL RETURN BOND FUND CLASS I #2040 1229012.799 SHS   2022-10-31 2022-11-25
DBLTX DOUBLELINE TOTAL RETURN BOND FUND CLASS I #2040 1229012.799 SHS   2022-10-31 2022-11-25
JENYXJENSEN QUALITY GROWTH FUND CLASS Y #6299 208720.112 SHS   2022-09-08 2022-11-25
JENYXJENSEN QUALITY GROWTH FUND CLASS Y #6299 208720.112 SHS   2022-09-08 2022-11-25
MERCER EMERGING NON-US CORE EQUITY FD CL Y-3 LONG TERM CAPITAL GAINS REINVES      
CPRI CAPRI HOLDINGS LIMITED SHS 255.000 SHS   2020-11-11 2022-01-10
CCMP CMC MATERIALS INC COM 110.000 SHS   2020-09-08 2022-01-10
CACI CACI INTL INC CL A 45.000 SHS   2021-03-17 2022-01-10
CPRI CAPRI HOLDINGS LIMITED SHS 200.000 SHS   2020-11-11 2022-01-11
BRO BROWN & BROWN INC COM 320.000 SHS   2021-06-24 2022-01-11
CCMP CMC MATERIALS INC COM 60.000 SHS   2020-09-21 2022-01-11
CACI CACI INTL INC CL A 40.000 SHS   2021-03-18 2022-01-11
PACW PACWEST BANCORP DEL COM 280.000 SHS   2021-03-16 2022-01-11
BRO BROWN & BROWN INC COM 210.000 SHS   2021-06-25 2022-01-12
CCMP CMC MATERIALS INC COM 125.000 SHS   2021-01-04 2022-01-12
CADE CADENCE BK 555.000 SHS   2021-04-13 2022-01-12
LPLA LPL FINL HLDGS INC COM 145.000 SHS   2020-07-02 2022-01-12
LPLA LPL FINL HLDGS INC COM 180.000 SHS   2020-07-15 2022-01-12
SSB SOUTHSTATE CORP 255.000 SHS   2021-09-28 2022-01-12
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 580.000 SHS   2021-09-28 2022-01-12
UBSI UNITED BANKSHARES INC W VA COM 440.000 SHS   2021-09-28 2022-01-12
LPLA LPL FINL HLDGS INC COM 175.000 SHS   2020-07-30 2022-01-13
CPRI CAPRI HOLDINGS LIMITED SHS 335.000 SHS   2020-11-13 2022-01-14
BRO BROWN & BROWN INC COM 435.000 SHS   2021-07-08 2022-01-14
LPLA LPL FINL HLDGS INC COM 180.000 SHS   2020-07-31 2022-01-14
CPRI CAPRI HOLDINGS LIMITED SHS 450.000 SHS   2020-11-17 2022-01-18
LPLA LPL FINL HLDGS INC COM 385.000 SHS   2021-07-29 2022-01-18
LPLA LPL FINL HLDGS INC COM 385.000 SHS   2021-07-29 2022-01-18
ONB OLD NATL BANCORP IND COM 630.000 SHS   2021-06-03 2022-01-18
PACW PACWEST BANCORP DEL COM 365.000 SHS   2021-03-16 2022-01-18
BLDR BUILDERS FIRSTSOURCE INC COM 325.000 SHS   2021-07-29 2022-01-19
BLDR BUILDERS FIRSTSOURCE INC COM 190.000 SHS   2021-08-06 2022-01-19
BLDR BUILDERS FIRSTSOURCE INC COM 535.000 SHS   2021-11-30 2022-01-20
CCMP CMC MATERIALS INC COM 155.000 SHS   2021-07-29 2022-01-27
CCMP CMC MATERIALS INC COM 155.000 SHS   2021-07-29 2022-01-27
CCMP CMC MATERIALS INC COM 160.000 SHS   2021-07-29 2022-01-28
PFGC PERFORMANCE FOOD GROUP CO COM 1435.000 SHS   2020-10-28 2022-01-28
UNVR UNIVAR SOLUTIONS, INC. 640.000 SHS   2020-09-15 2022-01-28
UNVR UNIVAR SOLUTIONS, INC. 325.000 SHS   2020-10-21 2022-01-31
UNF UNIFIRST CORP COM 30.000 SHS   2020-04-29 2022-02-03
UNF UNIFIRST CORP COM 60.000 SHS   2020-05-11 2022-02-04
UNF UNIFIRST CORP COM 10.000 SHS   2020-05-11 2022-02-07
UNF UNIFIRST CORP COM 55.000 SHS   2020-05-13 2022-02-07
UNF UNIFIRST CORP COM 35.000 SHS   2020-05-14 2022-02-08
UNF UNIFIRST CORP COM 260.000 SHS   2021-07-29 2022-02-08
UNF UNIFIRST CORP COM 260.000 SHS   2021-07-29 2022-02-08
CCMP CMC MATERIALS INC COM 190.000 SHS   2021-08-10 2022-02-11
ROCK GILBRALTAR INDS INC COM 180.000 SHS   2021-01-14 2022-02-11
CCMP CMC MATERIALS INC COM 125.000 SHS   2021-08-25 2022-02-14
ROCK GILBRALTAR INDS INC COM 1090.000 SHS   2021-07-29 2022-02-14
ROCK GILBRALTAR INDS INC COM 1090.000 SHS   2021-07-29 2022-02-14
ROCK GILBRALTAR INDS INC COM 440.000 SHS   2021-08-26 2022-02-15
PFGC PERFORMANCE FOOD GROUP CO COM 475.000 SHS   2021-01-05 2022-02-17
EBS EMERGENT BIOSOLUTIONS INC COM 375.000 SHS   2020-11-11 2022-02-25
EBS EMERGENT BIOSOLUTIONS INC COM 65.000 SHS   2020-11-12 2022-02-25
EBS EMERGENT BIOSOLUTIONS INC COM 279.000 SHS   2021-07-29 2022-02-28
EBS EMERGENT BIOSOLUTIONS INC COM 279.000 SHS   2021-07-29 2022-02-28
EBS EMERGENT BIOSOLUTIONS INC COM 796.000 SHS   2021-10-04 2022-02-28
CPRI CAPRI HOLDINGS LIMITED SHS 990.000 SHS   2021-02-19 2022-03-04
PFGC PERFORMANCE FOOD GROUP CO COM 60.000 SHS   2021-01-05 2022-03-04
UNVR UNIVAR SOLUTIONS, INC. 940.000 SHS   2020-11-06 2022-03-04
PFGC PERFORMANCE FOOD GROUP CO COM 575.000 SHS   2021-07-29 2022-03-04
PFGC PERFORMANCE FOOD GROUP CO COM 575.000 SHS   2021-07-29 2022-03-04
NOMD NOMAD HLDGS LTD USD ORD SHS 2255.000 SHS   2021-05-25 2022-03-07
LPLA LPL FINL HLDGS INC COM 300.000 SHS   2021-07-29 2022-03-07
PFGC PERFORMANCE FOOD GROUP CO COM 80.000 SHS   2021-07-29 2022-03-07
PFGC PERFORMANCE FOOD GROUP CO COM 410.000 SHS   2021-07-29 2022-03-07
UNVR UNIVAR SOLUTIONS, INC. 2055.000 SHS   2020-11-18 2022-03-07
NOMD NOMAD HLDGS LTD USD ORD SHS 1000.000 SHS   2021-06-29 2022-03-08
PFGC PERFORMANCE FOOD GROUP CO COM 430.000 SHS   2021-07-29 2022-03-08
PFGC PERFORMANCE FOOD GROUP CO COM 435.000 SHS   2021-08-06 2022-03-08
UNVR UNIVAR SOLUTIONS, INC. 1005.000 SHS   2021-07-29 2022-03-08
UNVR UNIVAR SOLUTIONS, INC. 1005.000 SHS   2021-07-29 2022-03-08
UNVR UNIVAR SOLUTIONS, INC. 315.000 SHS   2021-07-29 2022-03-08
BRO BROWN & BROWN INC COM 660.000 SHS   2021-07-29 2022-03-08
NOMD NOMAD HLDGS LTD USD ORD SHS 1080.000 SHS   2021-07-29 2022-03-09
PFGC PERFORMANCE FOOD GROUP CO COM 430.000 SHS   2021-08-23 2022-03-09
UNVR UNIVAR SOLUTIONS, INC. 615.000 SHS   2021-07-29 2022-03-09
NOMD NOMAD HLDGS LTD USD ORD SHS 1080.000 SHS   2021-07-29 2022-03-10
CACI CACI INTL INC CL A 115.000 SHS   2021-03-19 2022-03-16
MCH MOLINA HEALTHCARE INC COM 180.000 SHS   2021-06-30 2022-03-16
FMC FMC CORP COM NEW 285.000 SHS   2021-02-12 2022-03-28
FMC FMC CORP COM NEW 305.000 SHS   2021-02-26 2022-03-29
SBGI SINCLAIR BROADCAST GROUP INC CL A 290.000 SHS   2020-02-06 2022-04-07
SBGI SINCLAIR BROADCAST GROUP INC CL A 1280.000 SHS   2020-06-05 2022-04-08
SGBI SINCLAIR BROADCAST GROUP INC CL A 110.000 SHS   2020-06-05 2022-04-12
SBGI SINCLAIR BROADCAST GROUP INC CL A 220.000 SHS   2020-07-30 2022-04-12
SGBI SINCLAIR BROADCAST GROUP INC CL A 25.000 SHS   2020-07-30 2022-04-13
SGBI SINCLAIR BROADCAST GROUP INC CL A 415.000 SHS   2020-09-14 2022-04-13
SGBI SINCLAIR BROADCAST GROUP INC CL A 200.000 SHS   2020-09-14 2022-04-13
SGBI SINCLAIR BROADCAST GROUP INC CL A 265.000 SHS   2020-10-19 2022-04-14
SGBI SINCLAIR BROADCAST GROUP INC CL A 115.000 SHS   2020-10-19 2022-04-14
SGBI SINCLAIR BROADCAST GROUP INC CL A 170.000 SHS   2021-01-20 2022-04-14
SGBI SINCLAIR BROADCAST GROUP INC CL A 505.000 SHS   2021-02-25 2022-04-18
SGBI SINCLAIR BROADCAST GROUP INC CL A 505.000 SHS   2021-07-29 2022-04-18
SGBI SINCLAIR BROADCAST GROUP INC CL A 505.000 SHS   2021-07-29 2022-04-18
SGBI SINCLAIR BROADCAST GROUP INC CL A 275.000 SHS   2021-07-29 2022-04-19
SGBI SINCLAIR BROADCAST GROUP INC CL A 660.000 SHS   2021-07-29 2022-04-19
LPLA LPL FINL HLDGS INC COM 100.000 SHS   2021-07-29 2022-04-20
SGBI SINCLAIR BROADCAST GROUP INC CL A 110.000 SHS   2021-07-29 2022-04-20
SGBI SINCLAIR BROADCAST GROUP INC CL A 300.000 SHS   2021-07-29 2022-04-20
LPLA LPL FINL HLDGS INC COM 100.000 SHS   2021-08-30 2022-04-21
SGBI SINCLAIR BROADCAST GROUP INC CL A 215.000 SHS   2021-07-29 2022-04-21
LPLA LPL FINL HLDGS INC COM 270.000 SHS   2021-09-23 2022-04-22
SGBI SINCLAIR BROADCAST GROUP INC CL A 35.000 SHS   2021-07-29 2022-04-22
SGBI SINCLAIR BROADCAST GROUP INC CL A 405.000 SHS   2021-12-01 2022-04-22
NOMD NOMAD HLDGS LTD USD ORD SHS 1700.000 SHS   2021-08-06 2022-04-25
NOMD NOMAD HLDGS LTD USD ORD SHS 615.000 SHS   2021-11-30 2022-04-26
UNVR UNIVAR SOLUTIONS, INC. 455.000 SHS   2021-07-29 2022-04-26
NOMD NOMAD HLDGS LTD USD ORD SHS 320.000 SHS   2021-11-30 2022-04-27
MCH MOLINA HEALTHCARE INC COM 190.000 SHS   2021-07-15 2022-04-27
MCH MOLINA HEALTHCARE INC COM 80.000 SHS   2021-07-29 2022-04-27
UNVR UNIVAR SOLUTIONS, INC. 360.000 SHS   2021-07-29 2022-04-27
UNVR UNIVAR SOLUTIONS, INC. 455.000 SHS   2021-07-29 2022-04-27
UNVR UNIVAR SOLUTIONS, INC. 630.000 SHS   2021-07-29 2022-04-27
CACI CACI INTL INC CL A 125.000 SHS   2021-03-22 2022-04-28
UNVR UNIVAR SOLUTIONS, INC. 470.000 SHS   2021-08-25 2022-04-28
CACI CACI INTL INC CL A 100.000 SHS   2021-03-23 2022-04-29
CC CHEMOURS CO COM 2785.000 SHS   2021-03-05 2022-05-04
CACI CACI INTL INC CL A 75.000 SHS   2021-07-19 2022-05-06
CACI CACI INTL INC CL A 75.000 SHS   2021-07-19 2022-05-06
HOLX HOLOGIC INC COM 310.000 SHS   2021-06-29 2022-05-06
MCH MOLINA HEALTHCARE INC COM 70.000 SHS   2021-07-29 2022-05-06
PACW PACWEST BANCORP DEL COM 460.000 SHS   2021-03-17 2022-05-11
RUSHA RUSH ENTERPRISES INC CL A 120.000 SHS   2020-07-14 2022-05-11
SIGI SELECTIVE INS GROUP INC COM 135.000 SHS   2021-05-18 2022-05-11
SSB SOUTHSTATE CORP 160.000 SHS   2021-09-28 2022-05-11
UBSI UNITED BANKSHARES INC W VA COM 355.000 SHS   2021-09-28 2022-05-11
RUSHA RUSH ENTERPRISES INC CL A 150.000 SHS   2020-07-17 2022-05-12
SIGI SELECTIVE INS GROUP INC COM 165.000 SHS   2021-05-20 2022-05-12
RBA RITCHIE BROS. AUCTIONEERS COM 885.000 SHS   2021-01-14 2022-05-13
HOLX HOLOGIC INC COM 405.000 SHS   2021-06-29 2022-05-24
HOLX HOLOGIC INC COM 1385.000 SHS   2021-08-25 2022-05-25
MCH MOLINA HEALTHCARE INC COM 130.000 SHS   2021-07-29 2022-06-01
AR ANTERO RES CORP COM 505.000 SHS   2021-11-30 2022-06-09
OVV OVINTIV INC COM 445.000 SHS   2021-02-11 2022-06-09
SWN SOUTHWESTERN ENERGY CO COM 2745.000 SHS   2021-02-09 2022-06-09
CRK COMSTOCK RES INC COM 1060.000 SHS   2021-06-17 2022-06-09
AR ANTERO RES CORP COM 940.000 SHS   2021-11-30 2022-06-14
PACW PACWEST BANCORP DEL COM 1500.000 SHS   2021-07-29 2022-06-15
PACW PACWEST BANCORP DEL COM 1500.000 SHS   2021-07-29 2022-06-15
PACW PACWEST BANCORP DEL COM 795.000 SHS   2021-07-29 2022-06-16
AR ANTERO RES CORP COM 780.000 SHS   2021-12-01 2022-06-17
OVV OVINTIV INC COM 760.000 SHS   2021-02-23 2022-06-17
PACW PACWEST BANCORP DEL COM 745.000 SHS   2021-09-07 2022-06-17
OVV OVINTIV INC COM 405.000 SHS   2021-05-13 2022-06-22
FTI TECHNIPFMC LTD COM 6550.000 SHS   2021-05-20 2022-07-05
CACI CACI INTL INC CL A 140.000 SHS   2021-07-29 2022-07-05
MCH MOLINA HEALTHCARE INC COM 110.000 SHS   2021-07-30 2022-07-05
SWX SOUTHWEST GAS HOLDINGS, INC 140.000 SHS   2021-05-13 2022-07-05
SR SPIRE INC COM 345.000 SHS   2021-05-18 2022-07-05
TGNA TEGNA INC COM 410.000 SHS   2020-03-11 2022-07-05
FTI TECHNIPFMC LTD COM 5395.000 SHS   2021-07-29 2022-07-06
FTI TECHNIPFMC LTD COM 5395.000 SHS   2021-07-29 2022-07-06
CRK COMSTOCK RES INC COM 1535.000 SHS   2021-07-29 2022-07-06
CRK COMSTOCK RES INC COM 1535.000 SHS   2021-07-29 2022-07-06
SWX SOUTHWEST GAS HOLDINGS, INC 150.000 SHS   2021-05-13 2022-07-06
SR SPIRE INC COM 105.000 SHS   2021-05-18 2022-07-06
TGNA TEGNA INC COM 90.000 SHS   2020-03-11 2022-07-06
TGNA TEGNA INC COM 1430.000 SHS   2020-04-16 2022-07-06
TGNA TEGNA INC COM 2360.000 SHS   2020-11-17 2022-07-07
TGNA TEGNA INC COM 415.000 SHS   2020-11-17 2022-07-08
TGNA TEGNA INC COM 290.000 SHS   2020-11-17 2022-07-08
TGNA TEGNA INC COM 705.000 SHS   2020-11-17 2022-07-11
TGNA TEGNA INC COM 710.000 SHS   2021-07-29 2022-07-12
TGNA TEGNA INC COM 710.000 SHS   2021-07-29 2022-07-12
FCN FTI CONSULTING INC COM 230.000 SHS   2020-06-01 2022-07-13
TGNA TEGNA INC COM 1235.000 SHS   2021-07-29 2022-07-13
TGNA TEGNA INC COM 1565.000 SHS   2021-07-29 2022-07-14
TGNA TEGNA INC COM 485.000 SHS   2021-08-25 2022-07-15
CACI CACI INTL INC CL A 90.000 SHS   2021-07-29 2022-07-19
EXLS EXLSERVICE HLDGS INC COM 140.000 SHS   2021-03-26 2022-07-19
FCN FTI CONSULTING INC COM 130.000 SHS   2020-06-26 2022-07-19
EXLS EXLSERVICE HLDGS INC COM 200.000 SHS   2021-03-30 2022-07-20
EXLS EXLSERVICE HLDGS INC COM 110.000 SHS   2021-03-30 2022-07-20
MCH MOLINA HEALTHCARE INC COM 140.000 SHS   2021-06-03 2022-07-20
CACI CACI INTL INC CL A 50.000 SHS   2021-07-29 2022-07-22
MCH MOLINA HEALTHCARE INC COM 140.000 SHS   2021-08-18 2022-07-22
CACI CACI INTL INC CL A 135.000 SHS   2021-08-25 2022-07-25
FCN FTI CONSULTING INC COM 60.000 SHS   2020-06-26 2022-07-25
FCN FTI CONSULTING INC COM 130.000 SHS   2020-07-02 2022-07-27
EXLS EXLSERVICE HLDGS INC COM 165.000 SHS   2021-04-09 2022-07-28
EXLS EXLSERVICE HLDGS INC COM 45.000 SHS   2021-04-13 2022-07-28
SIGI SELECTIVE INS GROUP INC COM 45.000 SHS   2021-05-21 2022-07-28
SIGI SELECTIVE INS GROUP INC COM 55.000 SHS   2021-05-21 2022-07-28
SIGI SELECTIVE INS GROUP INC COM 170.000 SHS   2021-05-25 2022-07-29
SIGI SELECTIVE INS GROUP INC COM 120.000 SHS   2021-06-10 2022-07-28
EXLS EXLSERVICE HLDGS INC COM 205.000 SHS   2021-05-06 2022-08-01
SYNH SYNEOS HEALTH INC CL A 445.000 SHS   2021-04-07 2022-08-02
SYNH SYNEOS HEALTH INC CL A 190.000 SHS   2021-04-07 2022-08-03
SYNH SYNEOS HEALTH INC CL A 545.000 SHS   2021-04-14 2022-08-03
COTY COTY INC COM CL A 7330.000 SHS   2021-02-22 2022-08-16
RBA RITCHIE BROS. AUCTIONEERS COM 475.000 SHS   2021-01-27 2022-08-16
RBA RITCHIE BROS. AUCTIONEERS COM 400.000 SHS   2021-02-05 2022-08-17
CRK COMSTOCK RES INC COM 1370.000 SHS   2021-07-29 2022-08-29
AR ANTERO RES CORP COM 940.000 SHS   2021-12-03 2022-08-30
OVV OVINTIV INC COM 515.000 SHS   2021-07-29 2022-08-30
SWN SOUTHWESTERN ENERGY CO COM 1910.000 SHS   2021-02-11 2022-08-30
AR ANTERO RES CORP COM 70.000 SHS   2021-12-03 2022-08-31
SYNH SYNEOS HEALTH INC CL A 615.000 SHS   2021-06-08 2022-09-14
SYNH SYNEOS HEALTH INC CL A 650.000 SHS   2021-07-29 2022-09-16
SYNH SYNEOS HEALTH INC CL A 1330.000 SHS   2022-06-17 2022-09-16
SYNH SYNEOS HEALTH INC CL A 1330.000 SHS   2022-06-17 2022-09-16
COTY COTY INC COM CL A 3135.000 SHS   2021-02-24 2022-09-21
COTY COTY INC COM CL A 2555.000 SHS   2021-07-29 2022-09-29
COTY COTY INC COM CL A 1805.000 SHS   2021-07-29 2022-09-30
EXLS EXLSERVICE HLDGS INC COM 230.000 SHS   2021-05-21 2022-10-10
SWX SOUTHWEST GAS HOLDINGS, INC 325.000 SHS   2021-05-14 2022-10-10
SR SPIRE INC COM 120.000 SHS   2021-06-07 2022-10-10
SR SPIRE INC COM 200.000 SHS   2021-06-21 2022-10-11
EXLS EXLSERVICE HLDGS INC COM 170.000 SHS   2021-06-29 2022-10-13
FCN FTI CONSULTING INC COM 290.000 SHS   2021-07-29 2022-10-13
EXLS EXLSERVICE HLDGS INC COM 180.000 SHS   2021-07-29 2022-10-14
FCN FTI CONSULTING INC COM 225.000 SHS   2021-07-29 2022-10-17
SPXC SPX TECHNOLOGIES INC COM 240.000 SHS   2020-11-03 2022-10-18
FCN FTI CONSULTING INC COM 290.000 SHS   2021-09-03 2022-10-18
SPXC SPX TECHNOLOGIES INC COM 80.000 SHS   2020-11-03 2022-10-19
COTY COTY INC COM CL A 3050.000 SHS   2021-07-29 2022-10-21
FSS FEDERAL SIGNAL CORP COM 190.000 SHS   2020-03-17 2022-10-24
SPXC SPX TECHNOLOGIES INC COM 175.000 SHS   2020-11-09 2022-10-24
SPXC SPX TECHNOLOGIES INC COM 160.000 SHS   2020-11-09 2022-10-24
FSS FEDERAL SIGNAL CORP COM 240.000 SHS   2020-05-05 2022-10-24
FSS FEDERAL SIGNAL CORP COM 75.000 SHS   2020-05-05 2022-10-25
FSS FEDERAL SIGNAL CORP COM 495.000 SHS   2020-08-17 2022-10-25
SPXC SPX TECHNOLOGIES INC COM 130.000 SHS   2020-11-10 2022-10-25
FSS FEDERAL SIGNAL CORP COM 185.000 SHS   2020-08-18 2022-10-26
FSS FEDERAL SIGNAL CORP COM 140.000 SHS   2020-08-19 2022-10-26
SPXC SPX TECHNOLOGIES INC COM 175.000 SHS   2020-12-04 2022-10-26
FCN FTI CONSULTING INC COM 290.000 SHS   2022-09-08 2022-10-27
FCN FTI CONSULTING INC COM 290.000 SHS   2022-09-08 2022-10-27
FSS FEDERAL SIGNAL CORP COM 370.000 SHS   2020-09-09 2022-10-27
SPXC SPX TECHNOLOGIES INC COM 370.000 SHS   2021-01-14 2022-10-31
SPXC SPX TECHNOLOGIES INC COM 65.000 SHS   2021-07-29 2022-11-01
SPXC SPX TECHNOLOGIES INC COM 210.000 SHS   2021-07-29 2022-11-01
COTY COTY INC COM CL A 1755.000 SHS   2022-04-25 2022-11-02
COTY COTY INC COM CL A 1755.000 SHS   2022-04-25 2022-11-02
EXLS EXLSERVICE HLDGS INC COM 235.000 SHS   2021-07-19 2022-11-02
EXLS EXLSERVICE HLDGS INC COM 155.000 SHS   2021-07-29 2022-11-02
SPXC SPX TECHNOLOGIES INC COM 90.000 SHS   2021-07-29 2022-11-02
SPXC SPX TECHNOLOGIES INC COM 230.000 SHS   2021-07-29 2022-11-02
TIG TREAN INS GROUP INC COM 15.000 SHS   2021-05-19 2022-11-03
TIG TREAN INS GROUP INC COM 175.000 SHS   2021-05-20 2022-11-04
TIG TREAN INS GROUP INC COM 120.000 SHS   2021-05-20 2022-11-07
TIG TREAN INS GROUP INC COM 955.000 SHS   2021-05-20 2022-11-07
TIG TREAN INS GROUP INC COM 15.000 SHS   2021-05-20 2022-11-08
TIG TREAN INS GROUP INC COM 120.000 SHS   2021-05-20 2022-11-08
TIG TREAN INS GROUP INC COM 235.000 SHS   2021-05-20 2022-11-09
TIG TREAN INS GROUP INC COM 135.000 SHS   2021-05-20 2022-11-09
TIG TREAN INS GROUP INC COM 485.000 SHS   2021-05-20 2022-11-10
TIG TREAN INS GROUP INC COM 570.000 SHS   2021-05-20 2022-11-10
TIG TREAN INS GROUP INC COM 315.000 SHS   2021-05-20 2022-11-11
TIG TREAN INS GROUP INC COM 95.000 SHS   2021-07-29 2022-11-11
TIG TREAN INS GROUP INC COM 270.000 SHS   2021-07-29 2022-11-14
TIG TREAN INS GROUP INC COM 300.000 SHS   2021-07-29 2022-11-14
TIG TREAN INS GROUP INC COM 359.000 SHS   2021-07-29 2022-11-15
TIG TREAN INS GROUP INC COM 715.000 SHS   2021-07-29 2022-11-15
TIG TREAN INS GROUP INC COM 47.000 SHS   2021-07-29 2022-11-16
TIG TREAN INS GROUP INC COM 48.000 SHS   2021-07-29 2022-11-16
TWKS THOUGHTWORKS HOLDING INC COM 735.000 SHS   2022-06-14 2022-11-17
TWKS THOUGHTWORKS HOLDING INC COM 1175.000 SHS   2022-06-15 2022-11-17
TIG TREAN INS GROUP INC COM 252.000 SHS   2021-11-16 2022-11-17
BRO BROWN & BROWN INC COM 1225.000 SHS   2021-08-06 2022-11-18
CBOE CBOE GLOBA MARKETS, INC 490.000 SHS   2022-04-13 2022-11-18
FMC FMC CORP COM NEW 220.000 SHS   2021-03-01 2022-11-18
TWKS THOUGHTWORKS HOLDING INC COM 320.000 SHS   2022-07-05 2022-11-18
TWKS THOUGHTWORKS HOLDING INC COM 195.000 SHS   2022-07-05 2022-11-18
TIG TREAN INS GROUP INC COM 81.000 SHS   2021-11-16 2022-11-18
BRO BROWN & BROWN INC COM 145.000 SHS   2022-06-21 2022-11-21
BRO BROWN & BROWN INC COM 145.000 SHS   2022-06-21 2022-11-21
FSS FEDERAL SIGNAL CORP COM 65.000 SHS   2020-09-09 2022-11-21
TWKS THOUGHTWORKS HOLDING INC COM 980.000 SHS   2022-07-06 2022-11-21
TIG TREAN INS GROUP INC COM 1041.000 SHS   2021-11-22 2022-11-21
TIG TREAN INS GROUP INC COM 1041.000 SHS   2021-11-22 2022-11-21
BRO BROWN & BROWN INC COM 220.000 SHS   2022-06-21 2022-11-22
BRO BROWN & BROWN INC COM 515.000 SHS   2022-06-22 2022-11-22
FSS FEDERAL SIGNAL CORP COM 235.000 SHS   2020-09-21 2022-11-22
TWKS THOUGHTWORKS HOLDING INC COM 2775.000 SHS   2022-07-19 2022-11-22
TIG TREAN INS GROUP INC COM 467.000 SHS   2021-11-26 2022-11-22
BRO BROWN & BROWN INC COM 315.000 SHS   2022-09-28 2022-11-23
FSS FEDERAL SIGNAL CORP COM 190.000 SHS   2020-10-19 2022-11-23
TWKS THOUGHTWORKS HOLDING INC COM 185.000 SHS   2022-09-19 2022-11-23
FSS FEDERAL SIGNAL CORP COM 5.000 SHS   2020-10-19 2022-11-25
TWKS THOUGHTWORKS HOLDING INC COM 50.000 SHS   2022-09-19 2022-11-25
FSS FEDERAL SIGNAL CORP COM 160.000 SHS   2020-12-03 2022-11-28
SPXC SPX TECHNOLOGIES INC COM 70.000 SHS   2021-07-29 2022-11-28
TWKS THOUGHTWORKS HOLDING INC COM 1360.000 SHS   2022-09-28 2022-11-28
FSS FEDERAL SIGNAL CORP COM 20.000 SHS   2020-12-03 2022-11-29
SPXC SPX TECHNOLOGIES INC COM 95.000 SHS   2021-07-29 2022-11-29
TWKS THOUGHTWORKS HOLDING INC COM 5405.000 SHS   2022-10-24 2022-11-29
FSS FEDERAL SIGNAL CORP COM 440.000 SHS   2020-12-17 2022-11-30
SPXC SPX TECHNOLOGIES INC COM 500.000 SHS   2022-04-25 2022-11-30
SPXC SPX TECHNOLOGIES INC COM 500.000 SHS   2022-04-25 2022-11-30
AR ANTERO RES CORP COM 1155.000 SHS   2022-01-11 2022-12-05
AR ANTERO RES CORP COM 1155.000 SHS   2022-01-11 2022-12-05
CRK COMSTOCK RES INC COM 1690.000 SHS   2021-08-06 2022-12-05
OVV OVINTIV INC COM 765.000 SHS   2021-07-29 2022-12-05
SWN SOUTHWESTERN ENERGY CO COM 5905.000 SHS   2021-07-29 2022-12-05
PDCE PDC ENERGY INC COM 450.000 SHS   2021-06-11 2022-12-07
CADE CADENCE BK 990.000 SHS   2021-04-14 2022-12-13
ONB OLD NATL BANCORP IND COM 1865.000 SHS   2021-06-08 2022-12-13
ONB OLD NATL BANCORP IND COM 135.000 SHS   2021-06-08 2022-12-13
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 640.000 SHS   2021-09-29 2022-12-13
UBSI UNITED BANKSHARES INC W VA COM 530.000 SHS   2021-09-29 2022-12-13
UCBI UNITED CMNTY BKS BLAIRSVLE GA COM 140.000 SHS   2021-09-29 2022-12-14
(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 1,000,000   995,851 4,149
b 6,000,000   1,783,881 4,216,119
c 5,000,000   1,508,849 3,491,151
d 1,000,000   710,189 289,811
e 2,000,000   2,024,113 -24,113
2,200,000   708,754 1,491,246
10,822     10,822
8,570,278   8,413,838 156,440
2,660,000   1,028,135 1,631,865
10,889,053   12,832,942 -1,943,889
      0
12,018,102   10,256,580 1,761,522
      0
506,694     506,694
14,816   7,091 7,725
20,711   15,164 5,547
12,190   11,083 1,107
11,779   5,544 6,235
21,653   17,021 4,632
11,361   8,129 3,232
10,855   9,931 924
13,923   11,237 2,686
14,418   11,193 3,225
23,519   17,787 5,732
18,674   16,761 1,913
25,858   11,458 14,400
32,107   13,881 18,226
22,957   18,906 4,051
22,077   18,499 3,578
17,063   15,609 1,454
31,160   13,714 17,446
19,345   9,511 9,834
29,076   23,244 5,832
31,149   14,257 16,892
25,671   14,253 11,418
65,354   43,818 21,536
      0
12,521   11,997 524
18,221   14,595 3,626
24,140   14,642 9,498
14,007   8,758 5,249
38,620   28,355 10,265
27,027   22,374 4,653
      0
27,781   22,988 4,793
58,117   40,236 17,881
16,853   11,867 4,986
8,523   5,941 2,582
5,551   5,189 362
10,890   10,417 473
1,785   1,657 128
9,900   8,776 1,124
6,232   5,339 893
46,068   52,468 -6,400
      0
34,588   26,597 7,991
9,038   17,018 -7,980
22,879   15,657 7,222
54,136   97,965 -43,829
      0
22,361   32,461 -10,100
25,205   18,171 7,034
14,924   34,363 -19,439
2,616   5,661 -3,045
11,740   23,572 -11,832
      0
32,925   48,272 -15,347
53,689   42,680 11,009
3,152   2,837 315
27,619   16,366 11,253
29,978   28,100 1,878
      0
48,772   67,349 -18,577
43,229   43,198 31
3,666   3,767 -101
19,182   19,307 -125
56,713   36,507 20,206
20,698   30,399 -9,701
19,027   20,249 -1,222
19,293   20,374 -1,081
27,953   20,386 7,567
      0
8,889   7,760 1,129
40,892   35,598 5,294
22,667   28,805 -6,138
23,444   21,856 1,588
18,188   15,151 3,037
4,713   6,052 -1,339
33,711   28,559 5,152
58,859   46,051 12,808
38,473   30,682 7,791
39,642   32,746 6,896
7,261   9,150 -1,889
31,479   35,181 -3,702
2,675   2,696 -21
5,323   5,219 104
596   526 70
9,924   8,647 1,277
4,811   4,194 617
6,117   5,161 956
2,655   2,061 594
3,949   5,080 -1,131
11,896   16,962 -5,066
11,940   15,069 -3,129
      0
6,651   8,033 -1,382
15,954   19,279 -3,325
21,582   14,399 7,183
2,606   3,213 -607
7,156   8,763 -1,607
20,339   14,444 5,895
5,034   6,280 -1,246
53,633   40,278 13,355
797   1,022 -225
9,304   10,411 -1,107
33,840   45,396 -11,556
11,903   15,993 -4,090
13,457   11,210 2,247
6,090   7,714 -1,624
62,164   48,254 13,910
25,977   20,554 5,423
10,642   8,869 1,773
13,521   11,210 2,311
18,666   15,521 3,145
33,577   31,078 2,499
13,844   11,462 2,382
26,759   25,126 1,633
113,910   72,615 41,295
19,942   19,503 439
      0
22,956   21,371 1,585
21,596   17,869 3,727
14,017   18,651 -4,634
6,044   2,842 3,202
10,321   10,304 17
12,034   11,874 160
12,193   12,617 -424
7,502   4,490 3,012
12,458   12,528 -70
54,528   57,423 -2,895
31,702   27,920 3,782
105,760   100,616 5,144
36,825   33,185 3,640
23,389   8,862 14,527
26,919   9,178 17,741
25,580   12,405 13,175
21,241   6,824 14,417
35,873   16,495 19,378
41,498   60,969 -19,471
      0
20,534   32,670 -12,136
26,875   13,339 13,536
35,519   16,689 18,830
19,644   31,222 -11,578
18,752   9,873 8,879
39,966   69,288 -29,322
38,924   37,750 1,174
30,647   28,704 1,943
11,995   9,934 2,061
24,894   25,961 -1,067
8,529   6,376 2,153
31,984   41,735 -9,751
      0
17,083   9,282 7,801
      0
12,969   10,643 2,326
7,608   7,783 -175
1,815   1,473 342
29,016   16,809 12,207
47,459   27,274 20,185
8,314   6,089 2,225
5,818   4,263 1,555
14,037   10,483 3,554
13,993   12,076 1,917
      0
42,841   27,632 15,209
24,154   22,041 2,113
30,487   27,931 2,556
9,650   8,641 1,009
25,628   24,325 1,303
20,569   12,613 7,956
24,464   14,892 9,572
28,163   18,623 9,540
15,449   9,979 5,470
41,789   38,238 3,551
14,322   13,514 808
42,030   37,509 4,521
39,117   35,166 3,951
11,031   6,703 4,328
23,649   14,851 8,798
26,815   15,095 11,720
7,262   4,160 3,102
3,556   3,431 125
4,366   4,248 118
13,330   13,111 219
9,485   9,157 328
34,722   19,565 15,157
29,088   34,360 -5,272
12,218   14,582 -2,364
35,841   43,113 -7,272
57,126   58,000 -874
33,658   28,894 4,764
28,262   24,056 4,206
28,503   8,479 20,024
36,715   15,559 21,156
27,229   13,036 14,193
13,394   8,216 5,178
2,637   1,140 1,497
32,561   50,015 -17,454
33,416   57,946 -24,530
68,371   112,848 -44,477
      0
25,736   25,526 210
16,333   22,821 -6,488
11,518   16,146 -4,628
35,805   22,469 13,336
22,015   23,024 -1,009
7,504   8,779 -1,275
12,595   14,752 -2,157
26,880   17,598 9,282
52,081   37,767 14,314
27,642   19,494 8,148
40,366   32,154 8,212
15,047   10,222 4,825
52,473   41,439 11,034
4,951   3,400 1,551
19,256   27,283 -8,027
8,579   5,381 3,198
11,391   7,494 3,897
10,388   7,398 2,990
10,807   6,590 4,217
3,381   2,034 1,347
22,256   13,639 8,617
8,235   6,111 2,124
8,406   6,065 2,341
6,339   4,618 1,721
11,025   8,810 2,215
42,867   43,998 -1,131
      0
16,827   12,113 4,714
24,550   21,206 3,344
4,249   3,964 285
13,661   13,957 -296
11,626   15,780 -4,154
      0
41,987   25,676 16,311
28,160   16,935 11,225
5,888   5,982 -94
14,813   15,286 -473
45   215 -170
510   2,519 -2,009
335   1,864 -1,529
2,617   13,577 -10,960
40   210 -170
301   1,680 -1,379
590   3,290 -2,700
346   1,890 -1,544
1,170   6,790 -5,620
1,397   7,980 -6,583
830   4,486 -3,656
252   1,325 -1,073
652   3,653 -3,001
733   4,059 -3,326
883   4,857 -3,974
1,769   9,674 -7,905
114   636 -522
114   649 -535
6,563   9,865 -3,302
10,418   16,021 -5,603
566   2,464 -1,898
69,808   67,251 2,557
59,802   57,720 2,082
27,945   22,425 5,520
2,797   4,576 -1,779
1,657   2,893 -1,236
185   710 -525
8,430   7,893 537
      0
3,199   2,028 1,171
8,217   14,718 -6,501
2,388   9,199 -6,811
      0
12,756   12,036 720
29,830   28,560 1,270
11,419   7,179 4,240
22,113   40,968 -18,855
1,192   4,417 -3,225
18,410   18,981 -571
9,392   5,540 3,852
1,465   2,584 -1,119
246   155 91
397   625 -228
7,747   4,821 2,926
4,761   4,652 109
10,548   16,123 -5,575
952   613 339
6,409   6,314 95
44,845   54,067 -9,222
20,772   13,917 6,855
33,281   28,647 4,634
      0
37,397   20,513 16,884
      0
25,769   10,226 15,543
40,317   19,560 20,757
36,389   27,943 8,446
29,856   21,249 8,607
24,572   30,878 -6,306
32,732   35,532 -2,800
2,374   2,579 -205
22,092   20,539 1,553
21,433   18,935 2,498
4,749   4,554 195
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       4,149
b       4,216,119
c       3,491,151
d       289,811
e       -24,113
      1,491,246
      10,822
      156,440
      1,631,865
      -1,943,889
      0
      1,761,522
      0
      506,694
      7,725
      5,547
      1,107
      6,235
      4,632
      3,232
      924
      2,686
      3,225
      5,732
      1,913
      14,400
      18,226
      4,051
      3,578
      1,454
      17,446
      9,834
      5,832
      16,892
      11,418
      21,536
      0
      524
      3,626
      9,498
      5,249
      10,265
      4,653
      0
      4,793
      17,881
      4,986
      2,582
      362
      473
      128
      1,124
      893
      -6,400
      0
      7,991
      -7,980
      7,222
      -43,829
      0
      -10,100
      7,034
      -19,439
      -3,045
      -11,832
      0
      -15,347
      11,009
      315
      11,253
      1,878
      0
      -18,577
      31
      -101
      -125
      20,206
      -9,701
      -1,222
      -1,081
      7,567
      0
      1,129
      5,294
      -6,138
      1,588
      3,037
      -1,339
      5,152
      12,808
      7,791
      6,896
      -1,889
      -3,702
      -21
      104
      70
      1,277
      617
      956
      594
      -1,131
      -5,066
      -3,129
      0
      -1,382
      -3,325
      7,183
      -607
      -1,607
      5,895
      -1,246
      13,355
      -225
      -1,107
      -11,556
      -4,090
      2,247
      -1,624
      13,910
      5,423
      1,773
      2,311
      3,145
      2,499
      2,382
      1,633
      41,295
      439
      0
      1,585
      3,727
      -4,634
      3,202
      17
      160
      -424
      3,012
      -70
      -2,895
      3,782
      5,144
      3,640
      14,527
      17,741
      13,175
      14,417
      19,378
      -19,471
      0
      -12,136
      13,536
      18,830
      -11,578
      8,879
      -29,322
      1,174
      1,943
      2,061
      -1,067
      2,153
      -9,751
      0
      7,801
      0
      2,326
      -175
      342
      12,207
      20,185
      2,225
      1,555
      3,554
      1,917
      0
      15,209
      2,113
      2,556
      1,009
      1,303
      7,956
      9,572
      9,540
      5,470
      3,551
      808
      4,521
      3,951
      4,328
      8,798
      11,720
      3,102
      125
      118
      219
      328
      15,157
      -5,272
      -2,364
      -7,272
      -874
      4,764
      4,206
      20,024
      21,156
      14,193
      5,178
      1,497
      -17,454
      -24,530
      -44,477
      0
      210
      -6,488
      -4,628
      13,336
      -1,009
      -1,275
      -2,157
      9,282
      14,314
      8,148
      8,212
      4,825
      11,034
      1,551
      -8,027
      3,198
      3,897
      2,990
      4,217
      1,347
      8,617
      2,124
      2,341
      1,721
      2,215
      -1,131
      0
      4,714
      3,344
      285
      -296
      -4,154
      0
      16,311
      11,225
      -94
      -473
      -170
      -2,009
      -1,529
      -10,960
      -170
      -1,379
      -2,700
      -1,544
      -5,620
      -6,583
      -3,656
      -1,073
      -3,001
      -3,326
      -3,974
      -7,905
      -522
      -535
      -3,302
      -5,603
      -1,898
      2,557
      2,082
      5,520
      -1,779
      -1,236
      -525
      537
      0
      1,171
      -6,501
      -6,811
      0
      720
      1,270
      4,240
      -18,855
      -3,225
      -571
      3,852
      -1,119
      91
      -228
      2,926
      109
      -5,575
      339
      95
      -9,222
      6,855
      4,634
      0
      16,884
      0
      15,543
      20,757
      8,446
      8,607
      -6,306
      -2,800
      -205
      1,553
      2,498
      195
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 12,135,516
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow 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) 1 324,194
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 324,194
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- ..... 5 324,194
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 524,241
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 549,241
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 225,047
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow225,047 Refundedright arrow 11 0
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIA
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 addressright arrowWWW.IOWAWESTFOUNDATION.ORG
14
The books are in care ofright arrowJACKIE DIX Telephone no.right arrow (712) 309-3010

Located atright arrow4201 RIVERS EDGE PARKWAY STE 400COUNCIL BLUFFSIA ZIP+4right arrow51501
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
TAMMY PAVICH SECRETARY/TREASURER
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
KIRK MADSEN BOARD MEMBER
1.00 		0 0 0
4201 RIVERS EDGE PARKWAY 400
COUNCIL BLUFFS,IA51501
JACK RUESCH BOARD MEMBER
1.00 		0 0 0
4201 RIVERS EDGE PARKWAY 400
COUNCIL BLUFFS,IA51501
VERGARIE ANFORD BOARD MEMBER
1.00 		0 0 0
4201 RIVERS EDGE PARKWAY 400
COUNCIL BLUFFS,IA51501
BRENDA MAINWARING PRESIDENT & CEO
40.00 		264,666 41,935 6,000
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
MATTHEW HENKES VP GRANTS&ADMIN
40.00 		156,500 29,865 0
4201 RIVERS EDGE PKWY SUITE 400
COUNCIL BLUFFS,IA51501
TIMOTHY GALLIGAN PROGRAM OFFICER
40.00 		135,000 48,117 0
4201 RIVERS EDGE PKWY SUITE 400
COUNCIL BLUFFS,IA51501
JACKIE DIX CONTROLLER
35.00 		122,000 43,914 0
4201 RIVERS EDGE PKWY SUITE 400
COUNCIL BLUFFS,IA51501
NICOLE LINDQUIST COMMS DIRECTOR
30.00 		88,500 25,369 0
4201 RIVERS EDGE PKWY SUITE 400
COUNCIL BLUFFS,IA51501
MALENA ROUSSEAU PROGRAM OFFICER
40.00 		78,922 5,998 0
4201 RIVERS EDGE PKWY SUITE 400
COUNCIL BLUFFS,IA51501
Total number of other employees paid over $50,000...................right arrow 7
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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
MERCER INVESTMENT CONSULTANTS INVESTMENT SERVICES 375,000
701 MARKET STREET SUITE 1100
ST LOUIS,MO63101
MULHALL'S CONSTRUCTION/MAINT 323,420
3615 N 120TH STREET
OMAHA,NE68164
SHERBONDY'S STREETSCAPE MAINT 187,963
319 16TH AVENUE
COUNCIL BLUFFS,IA51503
KPMG LLP ACCOUNTING SERVICES 141,031
1212 NORTH 96TH STREET SUITE 300
OMAHA,NE68114
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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) 496,321
2 SOUTHWEST IOWA COVID-19 RELIEF FUND 442,411
3  
4  
Part VIII-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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
406,188,433
b
Average of monthly cash balances.......................
1b
10,921,080
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
417,109,513
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
417,109,513
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,256,643
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
410,852,870
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
20,542,644
Part X
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 IX, line 6..................
1
20,542,644
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
324,194
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
1,507
c
Add lines 2a and 2b............................
2c
325,701
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
20,216,943
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
20,216,943
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 XII, line 1 ...
7
20,216,943
Part XI
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
19,663,964
b
Program-related investments—total from Part VIII-B..................
1b
0
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 XII, line 4. .......
4
19,663,964
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 20,216,943
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 26,710,391
b From 2018...... 5,928,814
c From 2019...... 11,064,256
d From 2020...... 2,539,584
e From 2021......  
f Total of lines 3a through e ........ 46,243,045
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 19,663,964
a Applied to 2021, 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 2022 distributable amount..... 19,663,964
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 552,979 552,979
(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 45,690,066
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		26,157,412
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		19,532,654
10 Analysis of line 9:
a Excess from 2018.... 5,928,814
b Excess from 2019.... 11,064,256
c Excess from 2020.... 2,539,584
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2022)
Form 990-PF (2022)
Page 11
Part XIV
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 DOWNTOWN REVITALIZATION FUND - WORTH & 100 WB 1,000,000

712 INITIATIVE

PO BOX 1565
COUNCIL BLUFFS,IA51502 		  PC 530 WEST BROADWAY 340,000

712 INITIATIVE

PO BOX 1565
COUNCIL BLUFFS,IA51502 		  PC OPERATING SUPPORT 187,500

712 INITIATIVE

PO BOX 1565
COUNCIL BLUFFS,IA51502 		  PC OPERATING SUPPORT 187,500

AMERICAN MIDWEST BALLET

918 S 37TH STREET
OMAHA,NE68105 		  PC MULTI-YEAR FUNDING 2022 125,000

ANAWIM HOUSING

1535 LINDEN STREET SUITE 100B
DES MOINES,IA50309 		  PC SUPPORTIVE HOUSING PLAN 12,694

ANAWIM HOUSING

1535 LINDEN STREET SUITE 100B
DES MOINES,IA50309 		  PC SUPPORTIVE HOUSING GAP 180,000

ANGELS AMONG US INC

3858 JONES STREET SUITE A
OMAHA,NE68105 		  PC IOWA FAMILY ASSISTANCE 10,000

AUDUBON RECREATION FOUNDATION

703 SOUTHSIDE AVENUE
AUDUBON,IA50025 		  PC AUDUBON RECREATION CENTER GYMNASIUM EXPANSION 56,250

AVOCA VOLUNTEER FIRE DEPARTMENT

212 WEST CROCKER STREET
AVOCA,IA51521 		  GOV EXTRICATION TOOLS 10,000

BOYS & GIRLS CLUBS OF THE MIDLANDS

815 N 16TH STREET
COUNCIL BLUFFS,IA51501 		  PC MULTI-YEAR FUNDING 2022 85,000

CAREER EDVANTAGE SWI

900 WOODBURY AVENUE SUITE 11C
COUNCIL BLUFFS,IA51503 		  PC SCHOLARSHIPS 20,000

CAREER EDVANTAGE SWI

900 WOODBURY AVENUE SUITE 11C
COUNCIL BLUFFS,IA51503 		  PC SCHOLARSHIPS 45,000

CATHOLIC CHARITIES DIOCESE OF DES MOINES

PO BOX 497
COUNCIL BLUFFS,IA51502 		  PC DOMESTIC VIOLENCE AND SEXUAL ASSAULT PROGRAM 13,333

CATHOLIC CHARITIES DIOCESE OF DES MOINES

PO BOX 497
COUNCIL BLUFFS,IA51502 		  PC DOMESTIC VIOLENCE AND SEXUAL ASSAULT PROGRAM 45,044

CHI MERCEY HEALTH FOUNDATION

800 MERCY DRIVE
COUNCIL BLUFFS,IA51503 		  PC TESTING MACHINES 20,000

CHRISTIAN HOME ASSOCIATION - CHILDREN'S SQUARE USA

N 6TH STREET AND AVENUE E
COUNCIL BLUFFS,IA51502 		  PC HEALTHY FAMILIES CHILDREN'S EMERGENCY SHELTER 59,054

CHRISTIAN HOME ASSOCIATION - CHILDREN'S SQUARE USA

N 6TH STREET AND AVENUE E
COUNCIL BLUFFS,IA51502 		  PC TRAUMA INFORMED CARE EXPANSION INITIATIVE EXPANSION 37,500

CITY OF COUNCIL BLUFFS

209 PEARL STREET
COUNCIL BLUFFS,IA51503 		  GOV FURTHERING INTERCONNECTIONS, REVITALIZATION, STREETSCAPES, TRANSPORTATION, AND AESTHETICS FOR A VIBRANT ECONOMY 306,331

CITY OF COUNCIL BLUFFS

209 PEARL STREET
COUNCIL BLUFFS,IA51503 		  GOV WEST BROADWAY PHASE III 84,604

CITY OF COUNCIL BLUFFS

209 PEARL STREET
COUNCIL BLUFFS,IA51503 		  GOV WEST BROADWAY PHASE IV 21,000

CITY OF COUNCIL BLUFFS

209 PEARL STREET
COUNCIL BLUFFS,IA51503 		  GOV WEST BROADWAY PHASE V 471,351

CITY OF COUNCIL BLUFFS

209 PEARL STREET
COUNCIL BLUFFS,IA51503 		  GOV 2019 RIVER'S EDGE ACTIVATION 17,925

CITY OF COUNCIL BLUFFS

209 PEARL STREET
COUNCIL BLUFFS,IA51503 		  GOV FURTHERING INTERCONNECTIONS, REVITALIZATION, STREETSCAPES, TRANSPORTATION, AND AESTHETICS FOR A VIBRANT ECONOMY 478,157

CITY OF GRISWOLD

601 2ND STREET PO BOX 760
GRISWOLD,IA51535 		  GOV GRISWOLD CITY PARK REVITALIZATION 5,000

CITY OF GRISWOLD

601 2ND STREET PO BOX 760
GRISWOLD,IA51535 		  GOV MAIN STREET REVITALIZATION 40,000

CITY OF MCCLELLAND

519 3RD STREET
MCCLELLAND,IA51548 		  GOV MAINTENANCE BUILDING 9,000

CITY OF OAKLAND

PO BOX 396
OAKLAND,IA51560 		  GOV RESIDENTIAL LAND ACQUISITION 300,000

COMMUNITY EDUCATION FOUNDATION INC

300 WEST BROADWAY SUITE 212
COUNCIL BLUFFS,IA51503 		  PC STARS PROGRAM 2020-2021 49,603

COMMUNITY EDUCATION FOUNDATION INC

300 WEST BROADWAY SUITE 212
COUNCIL BLUFFS,IA51503 		  PC STARS PROGRAM 2021 191,880

COUNCIL BLUFFS COMMUNITY SCHOOL DISTRICT

300 WEST BROADWAY SUITE 1600
COUNCIL BLUFFS,IA51503 		  GOV BLINK IX 75,000

COUNCIL BLUFFS SOCCER CLUB

3260 MID AMERICA DRIVE
COUNCIL BLUFFS,IA51501 		  PC ADDITIONAL STAFFING 75,000

DANISH MILL CORPORATION

4038 MAIN STREET
ELK HORN,IA51531 		  PC OUTDOOR PUBLIC SERVICE IMPROVEMENT 750

ECONOMIC EMPOWERMENT CENTER

4706 S 24TH STREET
OMAHA,NE68107 		  PC LENDING EXPANSION TO COUNCIL BLUFFS 25,000

EL CENTRO LATINO

600 SOUTH MAIN STREET
COUNCIL BLUFFS,IA51503 		  PC GENERAL OPERATING SUPPORT 18,750

FAMILY INC

3501 HARRY LANGDON BLVD SUITE 150
COUNCIL BLUFFS,IA51503 		  PC RAISE ME TO READ 45,400

FAMILY INC

3501 HARRY LANGDON BLVD SUITE 150
COUNCIL BLUFFS,IA51503 		  PC RAISE ME TO READ 32,700

FAMILY INC

3501 HARRY LANGDON BLVD SUITE 150
COUNCIL BLUFFS,IA51503 		  PC MULTI-YEAR FUNDING 2022 120,000

FAMILY INC

3501 HARRY LANGDON BLVD SUITE 150
COUNCIL BLUFFS,IA51503 		  PC EXPANDING EARLY HEAD START 150,000

FOOD BANK OF IOWA

PO BOX 1517
DES MOINES,IA50305 		  PC FEEDING ADAMS, AUDUBON, CARROLL AND TAYLOR COUNTIES 20,682

FOUR COUNTY FAIR ASSOCIATION

PO BOX 11
DUNLAP,IA51529 		  PC PARKING LOT IMPROVEMENTS 20,000

GOLDEN HILLS RESOURCE CONSERVATION & DEVELOPMENT

PO BOX 189
OAKLAND,IA51560 		  PC KITCHEN COUNCIL-ADVANCE SOUTHWEST IOWA CORP 75,000

GOLDEN HILLS RESOURCE CONSERVATION & DEVELOPMENT

PO BOX 189
OAKLAND,IA51560 		  PC ALUS U.S.A. AND GOLDEN HILLS PARTNERSHIP PILOT PROGRAM 30,000

GREATER OMAHA CHAMBER FOUNDATION

1301 HARNEY STREET
OMAHA,NE68102 		  PC PROSPER OMAHA 2.0 100,000

GREATER OMAHA CHAMBER FOUNDATION

1301 HARNEY STREET
OMAHA,NE68102 		  PC KITCHEN COUNCIL 18,750

GREEN HILLS AREA EDUCATION AGENCY

24997 HIGHWAY 92 PO BOX 1109
COUNCIL BLUFFS,IA51502 		  GOV MULTI-YEAR FUNDING 2021 970,098

GREEN HILLS AREA EDUCATION AGENCY

24997 HIGHWAY 92 PO BOX 1109
COUNCIL BLUFFS,IA51502 		  GOV MULTI-YEAR FUNDING 2022 104,095

HABITAT FOR HUMANITY OF COUNCIL BLUFFS

1228 SOUTH MAIN STREET
COUNCIL BLUFFS,IA51502 		  PC NEIGHBORHOOD NETWORK (YEAR 5) 19,460

HEARTLAND FAMILY SERVICE

2101 SOUTH 42ND STREET
OMAHA,NE68105 		  PC CHILDREN'S MENTAL HEALTH 65,000

HEARTLAND FAMILY SERVICE

2101 SOUTH 42ND STREET
OMAHA,NE68105 		  PC HEAT 2021 85,000

HEARTLAND FAMILY SERVICE

2101 SOUTH 42ND STREET
OMAHA,NE68105 		  PC LEWIS CENTRAL CHILDREN'S MENTAL HEALTH 80,565

HEARTLAND FAMILY SERVICE

2101 SOUTH 42ND STREET
OMAHA,NE68105 		  PC MULTI-YEAR FUNDING 2022 330,000

HEARTLAND FAMILY SERVICE

2101 SOUTH 42ND STREET
OMAHA,NE68105 		  PC HEAT 2023 165,000

HEARTLAND FAMILY SERVICE

2101 SOUTH 42ND STREET
OMAHA,NE68105 		  PC SUPPORT CHILDREN'S MENTAL HEALTH 42,271

HEARTLAND FAMILY SERVICE

2101 SOUTH 42ND STREET
OMAHA,NE68105 		  PC ASSISTANCE FOR RENT, UTILITIES, FOOD ASSISTANCE, MEDICATION 75,000

HISTORIC GENERAL DODGE HOUSE

621 3RD STREET
COUNCIL BLUFFS,IA51503 		  PC PROGRAM: PRESERVATION, PORCHES & PAINT 30,000

HISTORIC GENERAL DODGE HOUSE

621 3RD STREET
COUNCIL BLUFFS,IA51503 		  PC PROGRAM: PRESERVATION, PORCHES & PAINT 28,875

IOWA LEGAL AID - SOUTHWEST IOWA

532 FIRST AVENUE SUITE 300
COUNCIL BLUFFS,IA51503 		  PC EVICTION DIVERSION PROJECT 75,000

IOWA NATURAL HERITAGE FOUNDATION

505 5TH AVENUE SUITE 444
DES MOINES,IA50309 		  PC LITTLE SIOUX SCOUT RANCH ADDITION TO LOESS HILLS STATE FOREST 500,000

IOWA WEST FOUNDATION INITIATIVE

4201 RIVERS EDGE PARKWAY SUITE 400
COUNCIL BLUFFS,IA51501 		  GOV CITY OF COUNCIL BLUFFS PUBLIC ART 138,107

IOWA WEST FOUNDATION INITIATIVE

4201 RIVERS EDGE PARKWAY SUITE 400
COUNCIL BLUFFS,IA51501 		  GOV CITY OF COUNCIL BLUFFS WEST END ACQUISITION FUND 207,500

IOWA WEST FOUNDATION INITIATIVE

4201 RIVERS EDGE PARKWAY SUITE 400
COUNCIL BLUFFS,IA51501 		  PC 2021 CAPACITY BUILDING 44,071

IOWA WESTERN COMMUNITY COLLEGE FOUNDATION

2700 COLLEGE ROAD
COUNCIL BLUFFS,IA51503 		  PC POTTAWATTAMIE PROMISE 2020-2021 260,203

IOWA WESTERN COMMUNITY COLLEGE FOUNDATION

2700 COLLEGE ROAD
COUNCIL BLUFFS,IA51503 		  PC POTTAWATTAMIE PROMISE 2021-2022 296,055

IOWA WESTERN COMMUNITY COLLEGE FOUNDATION

2700 COLLEGE ROAD
COUNCIL BLUFFS,IA51503 		  PC MULTI-YEAR FUNDING 2022 ACCESS TO PERFORMING ARTS CENTER 30,000

JENNIE EDMUNDSON MEMORIAL HOSPITAL FOUNDATION

933 EAST PIERCE
COUNCIL BLUFFS,IA51503 		  PC ON-SITE COVID TESTING 18,391

JOSLYN ART MUSEUM

2200 DODGE STREET
OMAHA,NE68102 		  PC EVOLVE JOSLYN CAPITAL CAMPAIGN 500,000

JOSLYN ART MUSEUM

2200 DODGE STREET
OMAHA,NE68102 		  PC MULTI-YEAR FUNDING 2022 25,000

JUSTICE FOR OUR NEIGHBORS - NEBRASKA

2414 E STREET
OMAHA,NE68107 		  PC MULTI-YEAR FUNDING 2022 65,000

LIL WILDCAT EDUCATION CENTER INC

PO BOX 76
GLIDDEN,IA51443 		  PC QUALITY CHILDCARE FOR A COMMUNITY OF QUALITY 12,500

LOESS HILLS MAKER SPACE

411 SHARP STREET
GLENWOOD,IA51534 		  PC STOPSAW TABLE SAW 2,006

LUTHERAN FAMILY SERVICES OF NEBRASKA INC

124 SOUTH 24TH STREET SUITE 230
OMAHA,NE68102 		  PC MULTI-YEAR FUNDING 2022 50,000

MACEDONIA HAMILTON DEVELOPMENT

PO BOX 37
MACEDONIA,IA51549 		  PC MACEDONIA HEART & SOUL SALARY GRANT REQUEST 10,400

MERRYMAKERS ASSOCIATION

12020 SHAMROCK PLAZA SUITE 200
OMAHA,NE68154 		  PC PROVIDING MUSIC, MEMORIES, AND JOY TO SW IOWA SENIOR CITIZENS 4,488

METRO AREA CONTINUUM OF CARE FOR THE HOMELESS

6001 DODGE STREET UNO CEC 1170
OMAHA,NE68182 		  PC POTTAWATTAMIE COUNTY HOUSING PROBLEM SOLVING 56,250

MICAH HOUSE CORPORATION

1415 AVENUE J
COUNCIL BLUFFS,IA51501 		  PC MULTI-YEAR FUNDING 2022 90,000

NATIONAL ARBOR DAY FOUNDATION

211 NORTH 12TH STREET
LINCOLN,NE68508 		  PC EMERALD ASH BORER COMMUNITY TREE RECOVERY - YEAR 2 18,750

NEBRASKA DIAPER BANK

9100 F STREET SUITE 100
OMAHA,NE68127 		  PC ONGOING POTTAWATTAMIE COUNTY DISTRIBUTION 8,000

NEOLA BETTERMENT CORPORATION

104 3RD STREET PO BOX 143
NEOLA,IA51559 		  PC SENIOR HOUSING PLUS 36,500

NEW VISIONS HOMELESS SERVICES

1435 NORTH 15TH STREET
COUNCIL BLUFFS,IA51501 		  PC COUNCIL BLUFFS SERVICES FOR THE HOMELESS 57,500

NEW VISIONS HOMELESS SERVICES

1435 NORTH 15TH STREET
COUNCIL BLUFFS,IA51501 		  PC COUNCIL BLUFFS SERVICES FOR THE HOMELESS 75,000

NISHNA VALLEY FAMILY YMCA

1100 MAPLE STREET
ATLANTIC,IA50022 		  PC CHILDCARE AND CARDIAC REHAB EXPANSION 32,500

OMAHA BOTANICAL CENTER INC

100 BANCROFT STREET
OMAHA,NE68108 		  PC PLAY AND GROW AT LAURITZEN GARDENS 500,000

OMAHA BOTANICAL CENTER INC

100 BANCROFT STREET
OMAHA,NE68108 		  PC MULTI-YEAR FUNDING 2022 (LAURITZEN GARDENS) 12,500

OMAHA BRIDGES OUT OF POVERTY INC

PO BOX 540338
OMAHA,NE68154 		  PC SOUTHWEST IOWA POVERTY ALLEVIATION INITIATIVE 25,000

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 FUNDING 2022 45,000

OMAHA CONSERVATORY OF MUSIC

7023 CASS STREET
OMAHA,NE68132 		  PC COUNCIL BLUFFS STRING SPROUTS 5,420

OMAHA CONSERVATORY OF MUSIC

7023 CASS STREET
OMAHA,NE68132 		  PC COUNCIL BLUFFS STRING SPROUTS 25,000

OMAHA DEVELOPMENT FOUNDATION

808 CONAGRA DRIVE SUITE 400
OMAHA,NE68102 		  PC ENTREPRENEURIAL DEVELOPMENT FOR SOUTHWEST IOWA 50,000

OMAHA PERFORMING ARTS SOCIETY

1200 DOUGLAS STREET
OMAHA,NE68102 		  PC SOUTHWEST IOWA MUSIC & ARTS EDUCATION PROGRAMS 25,000

OMAHA SYMPHONY ASSOCIATION

1605 HOWARD STREET
OMAHA,NE68102 		  PC MULTI-YEAR FUNDING 2022 25,000

OMAHA THEATER COMPANY

2001 FARNAM STREET
OMAHA,NE68102 		  PC MULTI-YEAR FUNDING 2022 25,000

OMAHA ZOO FOUNDATION

3701 SOUTH 10TH STREET
OMAHA,NE68107 		  PC HUBBARD ORANGUTAN FOREST RENOVATIONS 500,000

OPERA OMAHA

1850 FARNAM STREET
OMAHA,NE68102 		  PC MULTI-YEAR FUNDING 2022 25,000

POTTAWATTAMIE ARTS CULTURE & ENTERTAINMENT

PO BOX 795
COUNCIL BLUFFS,IA51502 		  PC MULTI-YEAR FUNDING 2022 200,000

POTTAWATTAMIE COUNTY BOARD OF SUPERVISORS

227 SOUTH 6TH STREET
COUNCIL BLUFFS,IA51501 		  GOV 2017 CITIES PROGRAM RE-CAPITALIZATION 15,517

POTTAWATTAMIE COUNTY BOARD OF SUPERVISORS

227 SOUTH 6TH STREET
COUNCIL BLUFFS,IA51501 		  GOV 2018 CITIES PROGRAM RE-CAPITALIZATION 84,086

POTTAWATTAMIE COUNTY BOARD OF SUPERVISORS

227 SOUTH 6TH STREET
COUNCIL BLUFFS,IA51501 		  GOV 2020 CITIES PROGRAM RE-CAPITALIZATION 9,000

POTTAWATTAMIE COUNTY BOARD OF SUPERVISORS

227 SOUTH 6TH STREET
COUNCIL BLUFFS,IA51501 		  GOV 2021 CITIES PROGRAM RE-CAPITALIZATION 83,634

POTTAWATTAMIE COUNTY BOARD OF SUPERVISORS

227 SOUTH 6TH STREET
COUNCIL BLUFFS,IA51501 		  GOV CONSERVATION ACQUISITION 750,000

POTTAWATTAMIE COUNTY BOARD OF SUPERVISORS

227 SOUTH 6TH STREET
COUNCIL BLUFFS,IA51501 		  GOV ADOLESCENT SEXUAL HEALTH TREATMENT AND PREVENTION SERVICES 37,500

POTTAWATTAMIE COUNTY COMMUNITY FOUNDATION

536 EAST BROADWAY
COUNCIL BLUFFS,IA51503 		  PC WOMEN'S FUND OF SOUTHWEST IOWA MATCHING FUNDS 143,534

POTTAWATTAMIE COUNTY COMMUNITY FOUNDATION

536 EAST BROADWAY
COUNCIL BLUFFS,IA51503 		  PC WOMEN'S FUND OF SOUTHWEST IOWA MATCHING FUNDS 85,633

POTTAWATTAMIE COUNTY COMMUNITY FOUNDATION

536 EAST BROADWAY
COUNCIL BLUFFS,IA51503 		  PC COUNCIL BLUFFS AREA CHAMBER OF COMMERCE WORKFORCE DEVELOPMENT PROGRAM 130,000

POTTAWATTAMIE COUNTY CONSERVATION BOARD

223 SOUTH 6TH STREET
COUNCIL BLUFFS,IA51501 		  GOV CONSERVATION ACQUISITION - MT CRESCENT 750,000

POTTAWATTAMIE COUNTY EMERGENCY MANAGEMENT

227 SOUTH 6TH STREET
COUNCIL BLUFFS,IA51501 		  GOV EXPAND AND UPGRADE DIGITAL COMMUNICATIONS TECHNOLOGY COUNTYWIDE 100,000

POTTAWATTAMIE COUNTY FIREFIGHTERS ASSOCIATION

4201 RIVERS EDGE PARKWAY SUITE 400
COUNCIL BLUFFS,IA51501 		  GOV EQUIPMENT FUND 4,505

PROJECT HARMONY CHILD PROTECTION CENTER

11949 Q STREET
OMAHA,NE68137 		  PC TRAUMA INFORMED TRAINING IN SOUTHWEST IOWA 26,250

RED OAK SCHOOL DISTRICT

604 SOUTH BROADWAY
RED OAK,IA51566 		  GOV SECURITY SYSTEM - CHILDCARE FACILITY 14,242

SHARE OMAHA

6825 PINE STREET M/S B3
OMAHA,NE68106 		  PC SOUTHWEST IOWA GEOGRAPHIC FILTER PILOT FOR SHARE IN IOWA 7,500

SHELBY COUNTY FAIR CORPORATION

314 4TH STREET
HARLAN,IA51537 		  PC SHELBY COUNTY FAIRGROUND IMPROVEMENTS 25,000

SHELBY COUNTY HISTORICAL SOCIETY

1805 MORSE AVENUE
HARLAN,IA51537 		  PC COMMUNITY OUTREACH SUPPORT 452

SILVER CITY IOWA VOLUNTEER RESCUE SQUAD

414 MAIN STREET
SILVER CITY,IA51571 		  PC EQUIPMENT UPGRADE 6,500

SOUTHWEST IOWA HOUSING TRUST FUND

1501 SW 7TH STREET
ATLANTIC,IA50022 		  PC SOUTHWEST IOWA HOUSING REPAIR 75,000

SOUTHWEST IOWA LEADERSHIP ACACEMY

536 EAST BROADWAY
COUNCIL BLUFFS,IA51503 		  PC ACADEMY FOR THE DEVELOPMENT OF STUDENT POTENTIAL 6,250

SOUTHWEST IOWA NONPROFIT FOR COLLECTIVE IMPACT

18502 VINTON STREET
OMAHA,NE68130 		  PC RIVERFRONT REVITALIZATION 1,073,177

THE CITY OF COUNCIL BLUFFS

209 PEARL STREET
COUNCIL BLUFFS,IA51503 		  GOV STREETSCAPE MAINTANANCE 496,321

THE DANISH IMMIGRANT MUSEUM

2212 WASHINGTON STREET
ELK HORN,IA51531 		  PC HISTORIC PRESERVATION AT BEDSTEMOR'S HOUSE 8,829

THE DURHAM MUSEUM

801 SOUTH 10TH STREET
OMAHA,NE68108 		  PC MULTI-YEAR FUNDING 2022 25,000

THRIVING FAMILIES ALLIANCE

3501 HARRY LANGDON BOULEVARD SUITE
160
COUNCIL BLUFFS,IA51503 		  PC COORDINATED INTAKE 63,750

TOGETHER INC OF METORPOLITAN OMAHA

812 S 4TH STREET
OMAHA,NE68108 		  PC COUNCIL BLUUFS FOOD PANTRY 200,000

TOGETHER INC OF METORPOLITAN OMAHA

812 S 4TH STREET
OMAHA,NE68108 		  PC FOOD PANTRY GENERAL OPERATIONS 24,249

TOGETHER INC OF METORPOLITAN OMAHA

812 S 4TH STREET
OMAHA,NE68108 		  PC SHELVING 6,000

TOUCHSTONE DBA RED OAK ARTS DESTINATION

PO BOX 454
RED OAK,IA51566 		  PC RED OAK MURAL PROJECT 8,000

TREYNOR STATE BANK COMMUNITY FOUNDATION

15 EAST MAIN STREET BOX A
TREYNOR,IA51575 		  PC THE T-REC 37,500

TREYNOR VOLUNTEER FIRE DEPARTMENT

PO BOX 269
TREYNOR,IA51575 		  GOV TURN-OUT GEAR REPLACEMENT 10,000

UNION PACIFIC MUSEUM ASSOCIATION

200 PEARL STREET
COUNCIL BLUFFS,IA51503 		  PC RAILROAD DAYS AT MILE ZERO 18,663

UNITED WAY OF THE MIDLANDS

2201 FARNAM STREET SUITE 200
OMAHA,NE68102 		  PC COMMUNITY CARE FUND 2021 255,500

UNITED WAY OF THE MIDLANDS

2201 FARNAM STREET SUITE 200
OMAHA,NE68102 		  PC COMMUNITY CARE FUND 2022 255,500

VISION TREYNOR GROUP

15 EAST MAIN STREET
TREYNOR,IA51575 		  PC TREYNOR FAMILY RECREATION COMPLEX "THE T" 52,500

WOMEN'S FUND OF GREATER OMAHA INC

1111 NORTH 13TH STREET SUITE 106
OMAHA,NE68102 		  PC STD AWARENESS - POTTAWATTAMIE COUNTY 25,000

WOMEN'S FUND OF GREATER OMAHA INC

1111 NORTH 13TH STREET SUITE 106
OMAHA,NE68102 		  PC STD AWARENESS 100,000

WOMEN'S FUND OF GREATER OMAHA INC

1111 NORTH 13TH STREET SUITE 106
OMAHA,NE68102 		  PC WOMEN OF COLOR LEADERSHIP PROGRAM 17,500

WOODBINE COMMUNITY FOUNDATION

313 WALKER
WOODBINE,IA51579 		  PC IGNITE PATHWAYS CAREER TECH EDU BUILDING EXPANSION PROJECT 250,000

WOODBINE FIRE & RESCUE ASSOCIATION

68 BUS BROWN DRIVE
WOODBINE,IA51579 		  GOV EXTRICATION GEAR FOR EMS 1,638
Total .................................right arrow 3a 16,645,993
bApproved for future payment

712 INITIATIVE
PO BOX 1565
COUNCIL BLUFFS,IA51502 		  PC OPERATING SUPPORT 187,500

712 INITIATIVE
PO BOX 1565
COUNCIL BLUFFS,IA51502 		  PC OPERATING SUPPORT 300,000

ANAWIM HOUSING
1535 LINDEN STREET SUITE 100B
DES MOINES,IA50309 		  PC SUPPORTIVE HOUSING PLAN 7,306

ANAWIM HOUSING
1535 LINDEN STREET SUITE 100B
DES MOINES,IA50309 		  PC SUPPORTIVE HOUSING GAP 180,000

AUDUBON COUNTY CONSERVATION BOARD
2672 LITTLEFIELD DRIVE
EXIRA,IA50076 		  PC PLAYGROUND EQUIPMENT AT LITTLEFIELD RECREATION AREA 7,500

AUDUBON RECREATION FOUNDATION
703 SOUTHSIDE AVENUE
AUDUBON,IA50025 		  PC AUDUBON RECREATION CENTER GYMNASIUM EXPANSION 18,750

CARSON VOLUNTEER FIRE DEPARTMENT
127 BROADWAY STREET
CARSON,IA51525 		  GOV QUICK ATTACK HIGH PRESSURE PUMP UNIT & EQUIPMENT 10,000

CATHOLIC CHARITIES DIOCESE OF DES MOINES
PO BOX 497
COUNCIL BLUFFS,IA51502 		  PC DOMESTIC VIOLENCE AND SEXUAL ASSAULT PROGRAM 15,015

CHRISTIAN HOME ASSOCIATION - CHILDREN'S SQUARE USA
N 6TH STREET AND AVENUE E
COUNCIL BLUFFS,IA51502 		  PC TRAUMA INFORMED CARE EXPANSION INITIATIVE EXPANSION 12,500

CITY OF CARTER LAKE
950 LOCUST STREET
CARTER LAKE,IA51510 		  GOV MABREY PARK ENHANCEMENTS 45,000

CITY OF COUNCIL BLUFFS
209 PEARL STREET
COUNCIL BLUFFS,IA51503 		  GOV WEST BROADWAY PHASE III 196,427

CITY OF COUNCIL BLUFFS
209 PEARL STREET
COUNCIL BLUFFS,IA51503 		  GOV WEST BROADWAY PHASE IV 419,993

CITY OF COUNCIL BLUFFS
209 PEARL STREET
COUNCIL BLUFFS,IA51503 		  GOV WEST BROADWAY PHASE V 76,477

CITY OF COUNCIL BLUFFS
209 PEARL STREET
COUNCIL BLUFFS,IA51503 		  GOV 2019 RIVER'S EDGE ACTIVATION 25,376

CITY OF COUNCIL BLUFFS
209 PEARL STREET
COUNCIL BLUFFS,IA51503 		  GOV FURTHERING INTERCONNECTIONS, REVITALIZATION, STREETSCAPES, TRANSPORTATION, AND AESTHETICS FOR A VIBRANT ECONOMY 521,843

CITY OF SIDNEY
604 CLAY STREET
SIDNEY,IA51652 		  GOV GAZEBO ON THE SQUARE 10,750

COMMUNITY EDUCATION FOUNDATION INC
300 WEST BROADWAY SUITE 212
COUNCIL BLUFFS,IA51503 		  PC STARS PROGRAM 2021 94,120

COMMUNITY EDUCATION FOUNDATION INC
300 WEST BROADWAY SUITE 212
COUNCIL BLUFFS,IA51503 		  PC STARS PROGRAM 2022 275,000

COUNCIL BLUFFS AREA CHAMBER OF COMMERCE
149 WEST BROADWAY
COUNCIL BLUFFS,IA51503 		  PC ENTREPRENEURIAL DEVELOPMENT FOR SOUTHWEST IOWA 125,000

COUNCIL BLUFFS AREA CHAMBER OF COMMERCE
149 WEST BROADWAY
COUNCIL BLUFFS,IA51503 		  PC COUNCIL BLUFFS WORKFORCE DEVELOPMENT 100,000

COUNCIL BLUFFS COMMUNITY SCHOOL DISTRICT
300 WEST BROADWAY SUITE 1600
COUNCIL BLUFFS,IA51503 		  GOV EARLY LEARNING CENTER 1,044,059

COUNCIL BLUFFS COMMUNITY SCHOOL DISTRICT
300 WEST BROADWAY SUITE 1600
COUNCIL BLUFFS,IA51503 		  GOV BLINK IX 25,000

FAMILY INC
3501 HARRY LANGDON BLVD SUITE 150
COUNCIL BLUFFS,IA51503 		  PC RAISE ME TO READ 19,230

FAMILY INC
3501 HARRY LANGDON BLVD SUITE 150
COUNCIL BLUFFS,IA51503 		  PC RAISE ME TO READ 99,520

FAMILY INC
3501 HARRY LANGDON BLVD SUITE 150
COUNCIL BLUFFS,IA51503 		  PC EXPANDING EARLY HEAD START 150,000

FATHER FLANAGAN'S BOYS' HOME
1702 WEST BROADWAY SUITE 17
COUNCIL BLUFFS,IA51501 		  PC BOYS TOWN IOWA: IN-HOME FAMILY SERVICES 7,875

FOOD BANK OF IOWA
PO BOX 1517
DES MOINES,IA50305 		  PC FEEDING ADAMS, AUDUBON, CARROLL AND TAYLOR COUNTIES 6,894

GOLDEN HILLS RESOURCE CONSERVATION & DEVELOPMENT
PO BOX 189
OAKLAND,IA51560 		  PC CAPACITY AND OPERATING SUPPORT 22,500

GOLDEN HILLS RESOURCE CONSERVATION & DEVELOPMENT
PO BOX 189
OAKLAND,IA51560 		  PC KITCHEN COUNCIL-ADVANCE SOUTHWEST IOWA CORP 25,000

GOLDEN HILLS RESOURCE CONSERVATION & DEVELOPMENT
PO BOX 189
OAKLAND,IA51560 		  PC ALUS U.S.A. AND GOLDEN HILLS PARTNERSHIP PILOT PROGRAM 10,000

GREATER OMAHA CHAMBER FOUNDATION
1301 HARNEY STREET
OMAHA,NE68102 		  PC PROSPER OMAHA 2.0 125,000

GREATER OMAHA CHAMBER FOUNDATION
1301 HARNEY STREET
OMAHA,NE68102 		  PC KITCHEN COUNCIL 37,500

GREEN HILLS AREA EDUCATION AGENCY
24997 HIGHWAY 92 PO BOX 1109
COUNCIL BLUFFS,IA51502 		  GOV MULTI-YEAR FUNDING 2022 995,905

HABITAT FOR HUMANITY OF COUNCIL BLUFFS
1228 SOUTH MAIN STREET
COUNCIL BLUFFS,IA51502 		  PC NEIGHBORHOOD NETWORK (YEAR 5) 47,585

HABITAT FOR HUMANITY OF COUNCIL BLUFFS
1228 SOUTH MAIN STREET
COUNCIL BLUFFS,IA51502 		  PC OWNER OCCUPIED REPAIR PROGRAM 10,000

HABITAT FOR HUMANITY OF COUNCIL BLUFFS
1228 SOUTH MAIN STREET
COUNCIL BLUFFS,IA51502 		  PC OWNER OCCUPIED REPAIR PROGRAM 60,000

HABITAT FOR HUMANITY OF COUNCIL BLUFFS
1228 SOUTH MAIN STREET
COUNCIL BLUFFS,IA51502 		  PC DOWN PAYMENT ASSISTANCE FUND 125,000

HARRISON COUNTY CONSERVATION BOARD
2725 EASTON TRAIL
WOODBINE,IA51579 		  GOV WILLOW LAKE NATURE CENTER 100,000

HEARTLAND BIKE SHARE
1144 NORTH 11TH STREET SUITE B
OMAHA,NE68102 		  PC CONNECTING COUNCIL BLUFFS THROUGH HEARTLAND B-CYCLE 6,499

HEARTLAND FAMILY SERVICE
2101 SOUTH 42ND STREET
OMAHA,NE68105 		  PC HEAT 2022 57,500

HEARTLAND FAMILY SERVICE
2101 SOUTH 42ND STREET
OMAHA,NE68105 		  PC HEAT 2023 165,000

HEARTLAND FAMILY SERVICE
2101 SOUTH 42ND STREET
OMAHA,NE68105 		  PC HFS IOWA OPERATIONS 115,000

HISTORIC GENERAL DODGE HOUSE
621 3RD STREET
COUNCIL BLUFFS,IA51503 		  PC PROGRAM: PRESERVATION, PORCHES & PAINT 9,625

IOWA WEST FOUNDATION INITIATIVE
4201 RIVERS EDGE PARKWAY SUITE 400
COUNCIL BLUFFS,IA51501 		  GOV CITY OF COUNCIL BLUFFS STREETSCAPE CONSTRUCTION AND PUBLIC ART 68,749

IOWA WEST FOUNDATION INITIATIVE
4201 RIVERS EDGE PARKWAY SUITE 400
COUNCIL BLUFFS,IA51501 		  GOV CITY OF COUNCIL BLUFFS PUBLIC ART 136,104

IOWA WEST FOUNDATION INITIATIVE
4201 RIVERS EDGE PARKWAY SUITE 400
COUNCIL BLUFFS,IA51501 		  GOV CITY OF COUNCIL BLUFFS DOWNTOWN CULTURAL TRAIL 18,736

IOWA WEST FOUNDATION INITIATIVE
4201 RIVERS EDGE PARKWAY SUITE 400
COUNCIL BLUFFS,IA51501 		  GOV CITY OF COUNCIL BLUFFS DOWNTOWN ART / CULTURAL TRAIL 125,000

IOWA WEST FOUNDATION INITIATIVE
4201 RIVERS EDGE PARKWAY SUITE 400
COUNCIL BLUFFS,IA51501 		  PC SOUTHWEST IOWA NONPROFIT FOR COLLECTIVE IMPACT OPERATIONAL SUPPORT 2,712

IOWA WEST FOUNDATION INITIATIVE
4201 RIVERS EDGE PARKWAY SUITE 400
COUNCIL BLUFFS,IA51501 		  GOV CITY OF COUNCIL BLUFFS WEST END ACQUISITION FUND 148,650

IOWA WEST FOUNDATION INITIATIVE
4201 RIVERS EDGE PARKWAY SUITE 400
COUNCIL BLUFFS,IA51501 		  GOV RURAL POTTAWATTAMIE COUNTY INFRASTRUCTURE COLLABORATIVE 1,600,000

IOWA WEST FOUNDATION INITIATIVE
4201 RIVERS EDGE PARKWAY SUITE 400
COUNCIL BLUFFS,IA51501 		  PC MULTI-AGENCY CAMPUS BUILDING 3,000,000

IOWA WEST FOUNDATION INITIATIVE
4201 RIVERS EDGE PARKWAY SUITE 400
COUNCIL BLUFFS,IA51501 		  PC WOMEN OF COLOR LEADERSHIP PROGRAM 70,000

IOWA WEST FOUNDATION INITIATIVE
4201 RIVERS EDGE PARKWAY SUITE 400
COUNCIL BLUFFS,IA51501 		  PC CAREER PREPAREDNESS / POTTAWATTAMIE PROMISE 145,610

IOWA WESTERN COMMUNITY COLLEGE FOUNDATION
2700 COLLEGE ROAD
COUNCIL BLUFFS,IA51503 		  PC POTTAWATTAMIE PROMISE 2021-2022 643,840

IOWA WESTERN COMMUNITY COLLEGE FOUNDATION
2700 COLLEGE ROAD
COUNCIL BLUFFS,IA51503 		  PC POTTAWATTAMIE PROMISE 542,444

IOWA WESTERN COMMUNITY COLLEGE
2700 COLLEGE ROAD
COUNCIL BLUFFS,IA51503 		  PC MAGE 150,000

METRO AREA CONTINUUM OF CARE FOR THE HOMELESS
6001 DODGE STREET UNO CEC 1170
OMAHA,NE68182 		  PC POTTAWATTAMIE COUNTY HOUSING PROBLEM SOLVING 18,750

MIDLANDS LATNO COMMUNITY DEVELOPMENT CORPORATION
4923 SOUTH 24TH STREET SUITE 201
OMAHA,NE68107 		  PC LATINO BUSINESS DEVELOPMENT PROGRAM IN COUNCIL BLUFFS 12,500

MINDEN COMMUNITY CLUB
PO BOX 44
MINDEN,IA51553 		  PC MINDEN LITTLE LEAGUE FIELD LIGHTS 12,042

MINDEN VOLUNTEER FIRE & RESCUE
PO BOX 68
MINDEN,IA51553 		  GOV POWER LOAD SYSTEM FOR AMBULANCE COT 10,000

NEBRASKA ENTERPRISE FUND
1516 CUMING STREET
OMAHA,NE68102 		  PC EXPANDING WESTERN IOWA FUND FOR ENTREPRENEURS 25,000

NEOLA BETTERMENT CORPORATION
104 3RD STREET PO BOX 143
NEOLA,IA51559 		  PC SENIOR HOUSING PLUS 58,500

NEW VISIONS HOMELESS SERVICES
1435 NORTH 15TH STREET
COUNCIL BLUFFS,IA51501 		  PC COUNCIL BLUFFS SERVICES FOR THE HOMELESS 25,000

OMAHA BRIDGES OUT OF POVERTY INC
PO BOX 540338
OMAHA,NE68154 		  PC SOUTHWEST IOWA POVERTY ALLEVIATION INITIATIVE 25,000

POTTAWATTAMIE CONSERVATION FOUNDATION
223 SOUTH 6TH STREET
COUNCIL BLUFFS,IA51501 		  GOV HITCHCOCK NATURE CENTER INFRASTRUCTURE IMPROVEMENTS 65,000

POTTAWATTAMIE COUNTY BOARD OF SUPERVISORS
227 SOUTH 6TH STREET
COUNCIL BLUFFS,IA51501 		  GOV 2017 CITIES PROGRAM RE-CAPITALIZATION 184,596

POTTAWATTAMIE COUNTY BOARD OF SUPERVISORS
227 SOUTH 6TH STREET
COUNCIL BLUFFS,IA51501 		  GOV 2018 CITIES PROGRAM RE-CAPITALIZATION 97,859

POTTAWATTAMIE COUNTY BOARD OF SUPERVISORS
227 SOUTH 6TH STREET
COUNCIL BLUFFS,IA51501 		  GOV 2020 CITIES PROGRAM RE-CAPITALIZATION 239,038

POTTAWATTAMIE COUNTY BOARD OF SUPERVISORS
227 SOUTH 6TH STREET
COUNCIL BLUFFS,IA51501 		  GOV 2021 CITIES PROGRAM RE-CAPITALIZATION 68,209

POTTAWATTAMIE COUNTY BOARD OF SUPERVISORS
227 SOUTH 6TH STREET
COUNCIL BLUFFS,IA51501 		  GOV 2022 CITIES PROGRAM RE-CAPITALIZATION 129,033

POTTAWATTAMIE COUNTY BOARD OF SUPERVISORS
227 SOUTH 6TH STREET
COUNCIL BLUFFS,IA51501 		  GOV ADOLESCENT SEXUAL HEALTH TREATMENT AND PREVENTION SERVICES 12,500

POTTAWATTAMIE COUNTY CONSERVATION BOARD
223 SOUTH 6TH STREET
COUNCIL BLUFFS,IA51501 		  GOV REGIONAL TRAILS INITIATIVE 550,000

PROJECT HARMONY CHILD PROTECTION CENTER
11949 Q STREET
OMAHA,NE68137 		  PC TRAUMA INFORMED TRAINING IN SOUTHWEST IOWA 8,750

SOUTHWEST IOWA FAMILIES INC
215 EAST WASHINGTON
CLARINDA,IA51632 		  PC CHILD AND FAMILY CENTER 12,500

SOUTHWEST IOWA HOUSING TRUST FUND
1501 SW 7TH STREET
ATLANTIC,IA50022 		  PC SOUTHWEST IOWA HOUSING REPAIR 25,000

SOUTHWEST IOWA NONPROFIT FOR COLLECTIVE IMPACT
18502 VINTON STREET
OMAHA,NE68130 		  PC RIVERFRONT REVITALIZATION 1,607,609

STANTON COMMUNITY FOUNDATION
124 BLOOMABERG STREET
STANTON,IA51573 		  PC STANTON DOWNTOWN REVITALIZATION 40,000

THRIVING FAMILIES ALLIANCE
3501 HARRY LANGDON BOULEVARD SUITE
160
COUNCIL BLUFFS,IA51503 		  PC COORDINATED INTAKE 21,250

TREYNOR STATE BANK COMMUNITY FOUNDATION
15 EAST MAIN STREET BOX A
TREYNOR,IA51575 		  PC THE T-REC 12,500

UNDERWOOD VOLUNTEER FIRE & RESCUE
218 2ND STREET
UNDERWOOD,IA51576 		  GOV TURN-OUT GEAR AND RADIO REPLACEMENT 10,000

VISION TREYNOR GROUP
15 EAST MAIN STREET
TREYNOR,IA51575 		  PC TREYNOR FAMILY RECREATION COMPLEX "THE T" 35,000

WALNUT VOLUNTEER FIRE DEPARTMENT
500 PEARL STREET
WALNUT,IA51577 		  GOV WUPER VACUUM & STRUCTURE GEAR 9,720

YMCA OF GREATER OMAHA
430 SOUTH 20TH STREET
OMAHA,NE68102 		  PC CHARLES E. LAKIN TMCA PARK PROJECT 200,000
Total ................................. right arrow 3b 16,060,450
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-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 4,859,382  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....   -4,201 16 333,581  
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 12,135,516  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aHOTEL FEES & TAX 		    18 342,682  
bFIELD HOUSE - PROGRAM REVENUE     18 266,686  
cPARTNERSHIP INCOME   127,826 18 7,422,504  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 123,625 25,360,351 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
25,483,976
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2022
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) (2022)
Schedule B (Form 990) (2022) 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

$ 7,800,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
HARRAH'S COUNCIL BLUFFS CASINO & HOTEL
 
2701 23RD AVENUE
 
COUNCIL BLUFFS, IA51501

$ 75,000


(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.)
(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) (2022)
Schedule B (Form 990) (2022)
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
 
$    
(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
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
IOWA WEST FOUNDATION
EIN:
42-1391990
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 141,031 42,252   0

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

TY 2022 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 		2022-01-01 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 2022-01-01  

TY 2022 GeneralExplanationAttachment
Name:
IOWA WEST FOUNDATION
EIN:
42-1391990
Identifier Return Reference Explanation
  FORM 990PF, PART VI-B, LINE 3A 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 2022 InvestmentsCorpBondsSchedule
Name:
IOWA WEST FOUNDATION
EIN:
42-1391990
Name of Bond End of Year Book Value End of Year Fair Market Value
VBTIX $9.48 VANGUARD TOTAL BD MKT IDX INSTL CL #222 22,645,237 22,645,237

TY 2022 InvestmentsCorpStockSchedule
Name:
IOWA WEST FOUNDATION
EIN:
42-1391990
Name of Stock End of Year Book Value End of Year Fair Market Value
AEIS $91.06 ADVANCED ENERGY INDS INC COM 165,127 165,127
ALG $141.60 ALAMO GROUP INC COM 181,956 181,956
APAM $29.70 ARTISAN PARTNERS ASSET MGMT IN CL A 101,871 101,871
AR $30.99 ANTERO RES CORP COM 67,248 67,248
ASGN $81.48 ASGN INC COM 228,551 228,551
AVTR $21.09 AVANTOR INC COM 164,080 164,080
BALY $19.38 BALLYS CORPORATION COM 125,679 125,679
BECN $52.79 BEACON ROOFING SUPPLY INC COM 159,162 159,162
CADE $24.66 CADENCE BK 136,863 136,863
CBOE $125.47 CBOE GLOBAL MARKETS, INC 199,497 199,497
CC $30.62 CHEMOURS CO COM 192,906 192,906
CNM $19.31 CORE & MAIN INC CL A 145,791 145,791
COHR $35.10 COHERENT CORP COM 136,715 136,715
COTY $8.56 COTY INC COM CL A 54,741 54,741
CPRI$57.32 CAPRI HOLDINGS LIMITED SHS 155,624 155,624
CRK $13.71 COMSTOCK RES INC COM 38,114 38,114
ESI $18.19 ELEMENT SOLUTIONS INC COM 370,076 370,076
EVRI $14.35 EVERI HLDGS INC COM 147,446 147,446
EXLS $169.43 EXLSERVICE HLDGS INC COM 154,181 154,181
FAF $52.34 FIRST AMERN FINL CORP COM 169,320 169,320
FELE $79.75 FRANKLIN ELEC INC COM 208,945 208,945
FMC $124.80 FMC CORP COM NEW 198,432 198,432
FN $128.22 FABRINET SHS 261,569 261,569
FSS $46.47 FEDERAL SIGNAL CORP COM 139,178 139,178
GATX $106.34 GATX CORP COM 284,460 284,460
GTN $11.19 GRAY TELEVISION INC COM 43,082 43,082
IBP $85.60 INSTALLED BLDG PRODS INC COM 178,476 178,476
ICHR $26.82 ICHOR HOLDINGS SHS 114,253 114,253
IGT $22.68 INTERNATIONAL GAME TECH PLC SHS USD 206,048 206,048
KEX $64.35 KIRBY CORP COM 173,423 173,423
KFRC $54.83 KFORCE INC COM 123,368 123,368
LSTR $162.90 LANDSTAR SYS INC COM 206,069 206,069
MC $38.37 MOELIS & CO CL A 112,616 112,616
MERCER EMERGING MARKETS EQUITY FD CL Y-3 21,078,037 21,078,037
MERCER NON-US CORE EQUITY FD CL Y-3 20,265,153 20,265,153
MERCER OPPORTUNISTIC FIXED INCOME FD CL Y-3 4,862,492 4,862,492
MFA $9.85 MFA FINL INC COM 70,083 70,083
MKSI $84.73 MKS INSTRUMENTS INC COM 156,751 156,751
MRVI $14.31 MARAVAI LIFESCIENCES HLDGS INC COM CL A 87,720 87,720
MTH $92.20 MERITAGE HOMES CORP COM 82,058 82,058
NSA $36.12 NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 161,818 161,818
NSIT $100.27 INSIGHT ENTERPRISES INC COM 401,080 401,080
ONB $17.98 OLD NATL BANCORP IND COM 142,492 142,492
OVV $50.71 OVINTIV INC COM 73,530 73,530
PDCE $63.48 PDC ENERGY INC COM 105,059 105,059
PFGC $58.39 PERFORMANCE FOOD GROUP CO COM 212,832 212,832
PMT $12.39 PENNYMAC MTG INVT TR COM 46,648 46,648
POSIX $8.60 PRINCIPAL GLOBAL REAL ESTATE SECURITEIS FUND - INS #4905 11,674,569 11,674,569
PTEN $16.84 PATTERSON-UTI ENERGY INC COM 110,976 110,976
RBA $57.83 RITCHIE BROS. AUCTIONEERS COM 122,021 122,021
RH $267.19 RH COM 94,852 94,852
RMBS $35.823 RAMBUS INC DEL COM 279,217 279,217
RUSHA $52.28 RUSH ENTERPRISES INC CL A 109,108 109,108
SAIA $209.68 SAIA INC COM 161,454 161,454
SIGI $86.61 SELECTIVE INS GROUP INC COM 160,384 160,384
SR $68.86 SPIRE INC COM 187,988 187,988
SSB $76.36 SOUTHSTATE CORP 114,158 114,158
STAG $32.31 STAG INDL INC COM 188,852 188,852
SWN $5.85 SOUTHWESTERN ENERGY CO COM 62,273 62,273
SWX $61.88 SOUTHWEST GAS HOLDINGS INC 158,722 158,722
THC $48.79 TENENT HEALTHCARE CORP COM NEW 103,679 103,679
TWO $15.77 TWO HBRS INVT CORP COM 54,564 54,564
UBSI $40.49 UNITED BANKSHARES INC W VA COM 110,335 110,335
UCBI $33.80 UNITED CMNTY BKS BLAIRSVLE GA COM 106,301 106,301
UCTT $33.15 ULTRA CLEAN HLDGS INC COM 121,826 121,826
UNVR $31.80 UNIVAR SOLUTIONS, INC 187,938 187,938
VIRT $20.41 VIRTU FINL INC CL A 134,706 134,706
VITSX $93.12 VANGUARD TOTAL STOCK MARKET INDEX FD CLASS I #855 65,142,524 65,142,524
VTMNX $13.53 VANGUARD DEVELOPED MARKETS INDEX FUND - INST #137 22,876,547 22,876,547
WMS $81.97 ADVANCED DRAIN SYS INC DEL COM 98,364 98,364
WNS $79.99 WNS HLDGS LTD SPONSORED ADR 269,166 269,166
WSO $249.40 WATSCO INC CL A 162,110 162,110
WTS $146.23 WATTS WATER TECHNOLOGIES INC CL A 199,604 199,604

TY 2022 InvestmentsOtherSchedule2
Name:
IOWA WEST FOUNDATION
EIN:
42-1391990
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACADIAN INTERNATIONAL SMALL CAP FMV 6,879,631 6,879,631
ANCHORAGE CAPITAL PARTNERS OFFSHORE FMV 944,580 944,580
ATALAN OFFSHORE FUND LTD FMV 5,507,754 5,507,754
COMMONFUND INTERNATIONAL PRIVATE EQUITY FMV 986,605 986,605
CROWN GLOBAL SECONDARIES FMV 201,370 201,370
DAVIDSON KEMPNER FMV 7,270,224 7,270,224
DIAMETER OFFSHORE FMV 7,149,801 7,149,801
ELLIOTT INTERNATIONAL LTD FMV 15,452,641 15,452,641
EUROPEAN STRATEGIC PARTNERS FMV 511,519 511,519
GOLDMAN SACHS VINTAGE IV FMV 311,072 311,072
JPMORGAN CORE BOND TRUST FMV 10,938,008 10,938,008
MERCER GLOBAL OPPORTUNITIES FMV 16,788,492 16,788,492
MERCER PIP IV FMV 42,538,323 42,538,323
MERCER PIP V FMV 20,600,435 20,600,435
MERCER PIP VI FMV 21,319,224 21,319,224
METROPOLITAN REAL ESTATE VI FMV 257,161 257,161
MONTAUK TRIGUARD VI FMV 1,289,535 1,289,535
NB CROSSROADS XX FMV 4,005,565 4,005,565
NEWLIN ENERGY FUND FMV 37,553 37,553
NEWLIN ENERGY FUND II FMV 240,163 240,163
NORTHGATE IV FMV 1,460,784 1,460,784
PARK STREET NATURAL RESOURCES III FMV 420,562 420,562
PARK STREET NATURAL RESOURCES V FMV 2,455,282 2,455,282
PARK STREET PRIVATE EQUITY VIII FMV 1,340,635 1,340,635
PARK STREET PRIVATE EQUITY XI FMV 9,264,775 9,264,775
PORTFOLIO ADVISORS III FMV 277,047 277,047
PORTFOLIO ADVISORS IV FMV 425,246 425,246
PORTFOLIO ADVISORS V FMV 520,422 520,422
PORTFOLIO ADVISORS VI FMV 508,362 508,362
PORTFOLIO ADVISORS VIII FMV 6,352,000 6,352,000
Q-BLK REAL ASSETS FMV 1,182,188 1,182,188
SHEPHERD FMV 33,275 33,275
VALINOR CAPITAL PARTNERS OFFSHORE FMV 131,340 131,340
VIKING GLOBAL EQUITIES FMV 12,101,519 12,101,519
WELLINGTON ENDURING ASSETS CTF FMV 7,197,818 7,197,818

TY 2022 LegalFeesSchedule
Name:
IOWA WEST FOUNDATION
EIN:
42-1391990
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 30,703 0   30,703


TY 2022 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 COSTS 100,163 138,207 138,207
ARTWORK, NET 9,103,188 8,265,898 8,265,898
INVESTMENT - WHOLLY OWNED SUBS 20,105,511 19,151,714 19,151,714
NOTES REC FROM AFFILIATE 19,828,383 19,800,925 19,800,925
INTEREST REC FROM AFFILIATE 3,669,240 3,668,880 3,668,880
INVESTMENTS IN AFFILIATES 3,098,210 2,359,775 2,359,775
US BANK DERIVATIVE SWAP -86,282 255,191 255,191
INTEREST RECEIVABLE - OTHER 268,754 458,992 458,992
RIGHT OF USE ASSET 0 1,230,346 1,230,346
OTHER ASSETS 152,138 103,576 103,576


TY 2022 OtherDecreasesSchedule
Name:
IOWA WEST FOUNDATION
EIN:
42-1391990
Description Amount
EQUITY LOSS IN AFFILIATE 738,435
UNREALIZED GAIN (LOSS) 79,292,470


TY 2022 OtherExpensesSchedule
Name:
IOWA WEST FOUNDATION
EIN:
42-1391990
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REPAIRS AND MAINTENANCE 50,495 0   50,495
DUES AND SUBSCRIPTIONS 18,910 0   18,910
BANK CHARGES 1,180 0   1,180
PAYROLL PROCESSING FEE 3,058 0   3,058
MISCELLANEOUS EXPENSE 5,755 0   5,755
BOND FINANCING COSTS 10,456 0   10,456
OFFICE EQUIPMENT 15,363 0   15,363
OFFICE SUPPLIES 7,064 0   7,064
DOVER - MISCELLANEOUS EXPENSE 2,590 0   2,590
MAC - PROPERTY TAXES 160,944 0   160,944
MAC - OPERATING EXPENSES 400,291 167,837   232,454
RV - MISCELLANEOUS EXPENSE 1,430 1,430   0


TY 2022 OtherIncomeSchedule2
Name:
IOWA WEST FOUNDATION
EIN:
42-1391990
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME - CAPITAL GAIN   5,272,056  
PARTNERSHIP INCOME - ORDINARY   -56,271  
HEDGE FUNDS - CAPITAL GAIN   1,303,819  
PARTNERSHIP INCOME 0 1,036,620 0
HOTEL FEES & TAX 342,682   342,682
FIELD HOUSE - PROGRAM REVENUE 266,686   266,686
PARTNERSHIP INCOME 7,550,330   7,550,330


TY 2022 OtherIncreasesSchedule
Name:
IOWA WEST FOUNDATION
EIN:
42-1391990
Description Amount
GAIN ON SWAP 341,473
TAX BENEFIT 294,384


TY 2022 OtherLiabilitiesSchedule
Name:
IOWA WEST FOUNDATION
EIN:
42-1391990
Description Beginning of Year - Book Value End of Year - Book Value
LEASE LIABILITY 0 1,242,866


TY 2022 OtherProfessionalFeesSchedule
Name:
IOWA WEST FOUNDATION
EIN:
42-1391990
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 1,363,433 1,318,832   0
OTHER PROFESSIONAL FEES 17,100 0   17,100
CONSULTANT FEES 43,764 0   43,764