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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
PELLA ROLSCREEN FOUNDATION
C/O PELLA CORPORATION
Number and street (or P.O. box number if mail is not delivered to street address)102 MAIN STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PELLA, IA502192147
A Employer identification number

23-7043881
B Telephone number (see instructions)

(641) 621-6224
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$19,693,016
J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 660,687 660,687  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 285,737
b Gross sales price for all assets on line 6a 3,419,000
7 Capital gain net income (from Part IV, line 2)... 285,737
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).......      
12 Total. Add lines 1 through 11........ 946,424 946,424  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 8,145 0   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 60,000 60,000   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 10,500 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 63,793 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 142,438 60,000   0
25 Contributions, gifts, grants paid....... 1,604,977 1,794,236
26 Total expenses and disbursements. Add lines 24 and 25 1,747,415 60,000   1,794,236
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -800,991
b Net investment income (if negative, enter -0-) 886,424
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 655,098 520,906 520,906
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 12,712,015 Click to see attachment
List of Attached Documents:
// Content
11,316,948
11,316,948
c Investments—corporate bonds (attach schedule)....... 6,618,525 Click to see attachment
List of Attached Documents:
// Content
7,855,162
7,855,162
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,985,638 19,693,016 19,693,016
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 903,260 714,001
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
-2,718
Click to see attachment
List of Attached Documents:
// Content
-13,218
23 Total liabilities (add lines 17 through 22)......... 900,542 700,783
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........... 19,085,096 18,992,233
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)..... 19,085,096 18,992,233
30 Total liabilities and net assets/fund balances (see instructions). 19,985,638 19,693,016
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
19,085,096
2
Enter amount from Part I, line 27a .....................
2
-800,991
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
708,128
4
Add lines 1, 2, and 3 ..........................
4
18,992,233
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,992,233
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICLY TRADED SECURITIES      
b
c
d
e
(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 3,419,000   3,133,263 285,737
b
c
d
e
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       285,737
b
c
d
e
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 2 285,737
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
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 12,321
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 12,321
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 12,321
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 11,436
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,436
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 2,115
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,115 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 2023 or the taxable year beginning in 2023? 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
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 arrowN/A
14
The books are in care ofright arrowKARMEN GARDNER Telephone no.right arrow (641) 621-6224

Located atright arrowPELLA CORPORATION 102 MAIN STREETPELLAIA ZIP+4right arrow50219
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
 
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
 
No
(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
 
 
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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
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
TIM YAGGI DIRECTOR
0.05
0 0 0
102 MAIN STREET
PELLA,IA50219
CHARLES FARVER DIRECTOR
0.05
0 0 0
102 MAIN STREET
PELLA,IA50219
JOHN BOLLMAN DIRECTOR
0.05
0 0 0
102 MAIN STREET
PELLA,IA50219
ADAM FARVER CHAIRMAN
0.05
0 0 0
102 MAIN STREET
PELLA,IA50219
KARMEN GARDNER SECRETARY
5.00
0 0 0
102 MAIN STREET
PELLA,IA50219
AMY CHARTERS DIRECTOR
0.05
0 0 0
102 MAIN STREET
PELLA,IA50219
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
NONE
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  
2  
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 (2023)
Form 990-PF (2023)
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
19,535,314
b
Average of monthly cash balances.......................
1b
524,319
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
20,059,633
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
20,059,633
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
300,894
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
19,758,739
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
987,937
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
987,937
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
12,321
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,321
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
975,616
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
975,616
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
975,616
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
1,794,236
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
1,794,236
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 975,616
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 942,413
b From 2019...... 941,868
c From 2020...... 252,119
d From 2021...... 877,382
e From 2022...... 1,666,760
f Total of lines 3a through e ........ 4,680,542
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,794,236
a Applied to 2022, 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 2023 distributable amount..... 975,616
e Remaining amount distributed out of corpus 818,620
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 5,499,162
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
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 2018 not
applied on line 5 or line 7 (see instructions) ...
942,413
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
4,556,749
10 Analysis of line 9:
a Excess from 2019.... 941,868
b Excess from 2020.... 252,119
c Excess from 2021.... 877,382
d Excess from 2022.... 1,666,760
e Excess from 2023.... 818,620
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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:
KARMEN GARDNER PELLA CORPORATION
102 MAIN STREET
PELLA,IA50219
(641) 621-6224
bThe form in which applications should be submitted and information and materials they should include:
NO SPECIFIC FORM
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO AREAS IN WHICH PELLA CORPORATION EMPLOYEES LIVE.
Form 990-PF (2023)
Form 990-PF (2023)
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

4-H CLUBS AFFILIATED 4-H ORGANIZATIONS

EXT 4-H YOUTH BLDG/1259 STANGE RD
AMES,IA50011
  PC SUPPORT TAYLOR COUNTY 4-H 1,200

725 MINISTRIES

915 WASHINGTON ST
PELLA,IA50219
  PC GENERAL OPERATIONS 2,550

818 FORWARD WITH FAITH INC

1959 110TH ST
NEW SHARON,IA50207
  PC GENERAL OPERATIONS 1,659

ADAMS COUNTY COMMUNITY FOUNDATION INC

25 S FOURTH STREET
GETTYSBURG,PA17325
  PC GENERAL OPERATIONS 2,500

ADAMS COUNTY SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS

11 GOLDENVILLE ROAD
GETTYSBURG,PA17325
  PC GENERAL OPERATIONS 1,000

ADAMS RESCUE MISSION INC

2515 YORK RD
GETTYSBURG,PA17325
  PC GENERAL OPERATIONS 15,000

ALBIA RESCUE AND FIREFIGHTERS ASSOCIATION

1 BENTON AVE W
ALBIA,IA52531
  PC GENERAL OPERATIONS 500

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC

225 NORTH MICHIGAN AVE SUITE 1700
CHICAGO,IL60601
  PC GENERAL OPERATIONS 7,725

AMERICAN CANCER SOCIETY INC

270 PEACHTREE ST NW SUITE 1300
ATLANTA,GA30303
  PC GENERAL OPERATIONS 6,050

AMERICAN CANCER SOCIETY-IOWA

PO BOX 715
DES MOINES,IA50303
  PC GENERAL OPERATIONS 3,055

AMERICAN CANCER SOCIETY-MINNESOTA

PO BOX 21600
EAGAN,MN55121
  PC GENERAL OPERATIONS 150

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

199 WATER ST
NEW YORK,NY10038
  PC GENERAL OPERATIONS 50

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVENUE
DALLAS,TX75231
  PC GENERAL OPERATIONS 440

AMERICAN HEART ASSOCIATION INC

7272 GREENVILLE AVENUE
DALLAS,TX75231
  PC GENERAL OPERATIONS 1,547

AMERICAN NATIONAL RED CROSS

431 18TH STREET NW
WASHINGTON,DC20006
  PC GENERAL OPERATIONS 1,675

AMERICAN PARKINSON DISEASE ASSOC

PARKINSON PLAZA 135 PARKINSON AVE
STATEN ISLAND,NY10305
  PC GENERAL OPERATIONS 500

AMERICAN RED CROSS-DISASTER RELIEF FUND

431 18TH ST NW
WASHINGTON,DC20006
  PC GENERAL OPERATIONS 354

AMERICAN RED CROSS OF SOUTH AND EASTERN IOWA

6300 ROCKWELL DR NE
CEDAR RAPIDS,IA52402
  PC GENERAL OPERATIONS 51

AMERICAN RED CROSS-SERVING GREATER IOWA

2116 GRAND AVE
DES MOINES,IA50312
  PC GENERAL OPERATIONS 151

AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION

1300 WILSON BOULEVARD SUITE 600
ARLINGTON,VA22209
  PC GENERAL OPERATIONS 300

ANIMAL RESCUE LEAGUE OF IOWA INCORPORATED

5452 NE 22ND ST
DES MOINES,IA50313
  PC GENERAL OPERATIONS 175

ANIMAL RESCUE OF CARROLL INC

1721 E 10TH ST
CARROLL,IA51401
  PC GENERAL OPERATIONS 2,175

APPALACHIA SERVICE PROJECT INC

4523 BRISTOL HWY
JOHNSON CITY,TN37601
  PC GENERAL OPERATIONS 1,000

ARIZONA STATE UNIVERSITY

PO BOX 877705
TEMPE,AZ85287
  PC SCHOLARSHIPS 2,000

ASPCA

424 E 92ND ST
NEW YORK,NY10128
  PC GENERAL OPERATIONS 180

ATLAS OF ORANGE CITY

322 CENTRAL AVE NW
ORANGE CITY,IA51041
  PC GENERAL OPERATIONS 257

ATLAS OF SIOUX CENTER LTD

540 N MAIN AVENUE
SIOUX CENTER,IA51250
  PC GENERAL OPERATIONS 50

AUDUBON FIRE AND RESCUE ASSOCIATION INCORPORATED

113 MARKET ST
AUDUBON,IA50025
  PC GENERAL OPERATIONS 1,000

AVENUE SCHOLARS IOWA

900 WOODBURY AVE STE 11C
COUNCIL BLUFFS,IA51503
  PC GENERAL OPERATIONS 10,000

B THE LIGHT

15 SOUTH MINNESOTA STREET
NEW ULM,MN56073
  PC GENERAL OPERATIONS 1,000

BALDWIN WALLACE UNIVERSITY

275 EASTLAND RD
BEREA,OH44017
  PC GENERAL OPERATIONS 1,000

BEDFORD HIGH SCHOOL

906 PENNSYLVANIA ST PO BOX 234
BEDFORD,IA50833
  PC GENERAL OPERATIONS 500

BENEDICTINE COLLEGE

1020 N 2ND ST
ATCHISON,KS66002
  PC SCHOLARSHIPS 2,000

BETHANY CHRISTIAN SERVICES INC

901 EASTERN AVE NE
GRAND RAPIDS,MI49503
  PC GENERAL OPERATIONS 1,015

BETHEL UNIVERSITY

3900 BETHEL DR
BETHEL,MN55112
  PC GENERAL OPERATIONS 1,600

BIG BROTHERS BIG SISTERS OF MCHENRY COUNTY INC

630 N IL ROUTE 31
CRYSTAL LAKE,IL60012
  PC GENERAL OPERATIONS 25

BOY SCOUTS OF AMERICA

6123 SCOUT TRAIL
DES MOINES,IA50321
  PC GENERAL OPERATIONS 3,662

BOYS & GIRLS CLUBS OF MARION COUNTY INC

440 S 15TH ST
MARION,IA52302
  PC GENERAL OPERATIONS 6,000

BRADLEY UNIVERSITY

1501 W BRADLEY AVE
PEORIA,IL61625
  PC SCHOLARSHIPS 2,000

BRIAR CLIFF UNIVERSITY

3303 REBECCA STREET
SIOUX CITY,IA51104
  PC SCHOLARSHIPS 2,000

BUENA VISTA UNIVERSITY

610 W 4TH ST
STORM LAKE,IA50588
  PC GENERAL OPERATIONS 75

CALLOWAY COUNTY HIGH SCHOOL

2108 COLLEGE FARM ROAD
MURRAY,KY42071
  PC GENERAL OPERATIONS 2,875

CALVIN UNIVERSITY

3201 BURTON ST SE
GRAND RAPIDS,MI49546
  PC GENERAL OPERATIONS 103

CAMP COURAGEOUS OF IOWA

12007 190TH ST
MONTICELLO,IA52310
  PC GENERAL OPERATIONS 1,100

CARINGBRIDGE

2750 BLUE WATER ROAD
EAGAN,MN55121
  PC GENERAL OPERATIONS 100

CARROL COUNTY CONSERVATION FOUNDATION

22676 SWAN LAKE DR
CARROLL,IA51401
  PC GENERAL OPERATIONS 3,605

CARROLL ACTION SHOOTING SPORTS INC

23278 250TH ST
CARROLL,IA51401
  PC GENERAL OPERATIONS 7,000

CARROLL AREA CHILD CARE CENTER INC

113 W 7TH ST
CARROLL,IA51401
  PC GENERAL OPERATIONS 1,250

CARROLL CHILDRENS MUSEUM

515 N ADAMS ST STE 223
CARROLL,IA51401
  PC GENERAL OPERATIONS 25,000

CARROLL DEPOT CENTRE LTD

PO BOX 307
CARROLL,IA51401
  PC GENERAL OPERATIONS 1,500

CARROLL HIGH SCHOOL FOUNDATION

PO BOX 314
CARROLL,IA51401
  PC GENERAL OPERATIONS 400

CARY CHRISTIAN CENTER

PO BOX 57
CARY,MS39054
  PC GENERAL OPERATIONS 200

CASCADIA TECHNICAL ACADEMY SKILLS CENTER

12200 NE 28TH ST
VANCOUVER,WA98682
  PC GENERAL OPERATIONS 3,700

CASTLE DREAMS ANIMAL RECUE A NJ

434 CLIFFWOOD AVENUE
CLIFFWOOD,NJ07721
  PC GENERAL OPERATIONS 3,000

CATHOLIC COUNCIL FOR SOCIAL CONCERN INC

601 GRAND AVE
DES MOINES,IA50309
  PC GENERAL OPERATIONS 1,000

CENTER FOR ORANGUTAN AND CHIMPANZEE CONSERVATION INC

PO BOX 488
WAUCHULA,FL33873
  PC GENERAL OPERATIONS 1,000

CENTRAL COLLEGE

812 UNIVERSITY ST
PELLA,IA50219
  PC SCHOLARSHIPS 194,287

CENTRAL LAKES COLLEGE

501 W COLLEGE DR
BRAINERD,MN56104
  PC SCHOLARSHIPS 750

CHILDREN AND FAMILIES OF IOWA

1111 UNIVERSITY AVE
DES MOINES,IA50314
  PC GENERAL OPERATIONS 200

CHILDRENS CANCER RESEARCH FUND

7301 OHMS LN STE 355
MINNEAPOLIS,MN55439
  PC GENERAL OPERATIONS 776

CHILDRENS HOME & AID SOCIETY OF ILLINOIS

200 WEST MONROE ST
CHICAGO,IL60606
  PC GENERAL OPERATIONS 3,400

CHILDRENS HOSPITAL COLORADO

13123 E 16TH AVE
AURORA,CO80045
  PC GENERAL OPERATIONS 150

CHILDRENS MIRACLE NETWORK

205 W 700 S
SALT LAKE CITY,UT84101
  PC GENERAL OPERATIONS 50

CHILDRENS TUMOR FOUNDATION

697 3RD AVE SUITE 418
NEW YORK,NY10017
  PC GENERAL OPERATIONS 603

CHILDSERVE FOUNDATION INC

PO BOX 707
JOHNSTON,IA50131
  PC GENERAL OPERATIONS 1,000

CHRISTIAN OPPORTUNITY CENTER

1553 BROADWAY ST
PELLA,IA50219
  PC GENERAL OPERATIONS 4,613

CITY OF CARROLL

627 N ADAMS ST
CARROLL,IA51401
  PC GENERAL OPERATIONS 3,000

CITY OF MURRAY

500 MAIN STREET
MURRAY,KY42071
  PC GENERAL OPERATIONS 2,500

CITY OF OSKALOOSA

220 S MARKET ST
OSKALOOSA,IA52577
  PC GENERAL OPERATIONS 15,600

CITY OF PELLA

825 BROADWAY ST
PELLA,IA50219
  PC GENERAL OPERATIONS 2,500

CITY OF SIOUX CENTER

405 6TH STREET
SIOUX CITY,IA51102
  PC GENERAL OPERATIONS 50,000

CLAY FEATHERS INC

26321 IA 141
COON RAPIDS,IA50058
  PC GENERAL OPERATIONS 3,200

CLEAVLAND FOUNDATION

6601 EUCLID AVE
CLEVELAND,OH44103
  PC GENERAL OPERATIONS 350

COLORADO MOUNTAIN COLLEGE

802 GRAND AVE
GLENWOOD SPRINGS,CO81601
  PC SCHOLARSHIPS 750

COMMUNITY COALITION ON HOMELESSNESS CORPORATION

701 17TH AVE W
BRADENTON,FL34205
  PC GENERAL OPERATIONS 1,029

COMMUNITY FDN OF GREATER DES MOINES

1915 GRAND AVE
DES MOINES,IA50309
  PC GENERAL OPERATIONS 7,450

COMMUNITY FOOD PANTRY OF SHENANDOAH IA AND SURROUNDING AREA INC

1209 5TH AVE
SHENANDOAH,IA51601
  PC GENERAL OPERATIONS 850

COMMUNITY HOSPITAL ASSOCIATION

26136 US HIGHWAY 59
FAIRFAX,MO64446
  PC GENERAL OPERATIONS 100

COMMUNITY OPPORTUNITIES INC

PO BOX 427
CARROLL,IA51401
  PC GENERAL OPERATIONS 1,000

COMMUNITY RIDES

180 E RACE ST
TROY,OH45373
  PC GENERAL OPERATIONS 15,000

CONEWAGO VALLEY SD

130 BERLIN ROAD
NEW OXFORD,PA17350
  PC GENERAL OPERATIONS 3,000

CONVOY OF HOPE

PO BOX 1125
SPRINGFIELD,MO65801
  PC GENERAL OPERATIONS 200

CORNERSTONE CHURCH

150 EXECUTIVE PARK BLVD
SAN FRANCISCO,CA94134
  PC GENERAL OPERATIONS 2,425

COVENANT HOUSE

5 PENN PLZ
NEW YORK,NY10001
  PC GENERAL OPERATIONS 1,170

CREATING GREAT PLACES

PO BOX 116
COON RAPIDS,IA50058
  PC GENERAL OPERATIONS 1,000

CRISIS CANINES OF THE MIDLANDS

10245 E 82ND ST S
REASNOR,IA50232
  PC GENERAL OPERATIONS 5,000

CROSSROADS OF PELLA

712 UNION ST APT 301
PELLA,IA50219
  PC GENERAL OPERATIONS 8,701

CROWN BROADCASTING COMPANY

304 OSKALOOSA ST
PELLA,IA50219
  PC GENERAL OPERATIONS 575

CRYSTAL LAKES FIRE INFORMATION RESOURCE EDUCATION AND SAFETY CORP

PO BOX 113
RED FEATHER LAKES,CO80545
  PC GENERAL OPERATIONS 51

CYSTIC FIBROSIS FOUNDATION

4550 MONTGOMERY AVE STE 1100N
BETHESDA,MD20814
  PC GENERAL OPERATIONS 150

CYSTIC FIBROSIS FOUNDATION - MINNESOTA CHAPTER

100 N 6TH ST
MINNEAPOLIS,MN55403
  PC GENERAL OPERATIONS 5,000

DAKOTA STATE UNIVERSITY

2ND ST NE
MADISON,SD57042
  PC SCHOLARSHIPS 2,000

DAN RIVER BASIN ASSOCIATION

413 CHURCH ST STE 401
EDEN,NC27288
  PC GENERAL OPERATIONS 18,000

DES MOINES AREA COMMUNITY COLLEGE FOUNDATION

2006 S ANKENY BLVD
ANKENY,IA50023
  PC SCHOLARSHIPS 2,250

DOLLYWOOD FOUNDATION

111 E MAIN ST 2ND FLOOR
SEVIERVILLE,TN37862
  PC GENERAL OPERATIONS 5,050

DORDT UNIVERSITY

700 7TH ST NE
SIOUX CENTER,IA51250
  PC SCHOLARSHIPS 14,000

DORDT UNIVERSITY INCORPORATED

700 7TH ST NE
SIOUX CENTER,IA51250
  PC GENERAL OPERATIONS 16,167

DRAKE UNIVERSITY

2507 UNIVERSITY AVE
DES MOINES,IA50311
  PC SCHOLARSHIPS 6,000

DUCKS UNLIMITED INC

ONE WATERFOWL WAY
MEMPHIS,TN38120
  PC GENERAL OPERATIONS 1,229

DUKE UNIVERSITY

2507 UNIVERSITY AVE
DES MOINES,IA50311
  PC GENERAL OPERATIONS 4,000

EAST MARSHALL BOOSTER CLUB

PO BOX 419
LE GRAND,IA50142
  PC GENERAL OPERATIONS 1,786

EAST SAC COUNTY ELEMENTARY

400 S 16TH ST
SAC CITY,IA50583
  PC GENERAL OPERATIONS 10,000

EASTERN KENTUCKY UNIV FOUNDATION INC

521 LANCASTER AVE
RICHMOND,KY40475
  PC SCHOLARSHIPS 2,000

EDDYVILLE COMMUNITY FOUNDATION INC

PO BOX 518
EDDYVILLE,IA52553
  PC GENERAL OPERATIONS 1,200

EDDYVILLE-BLAKESBURG-FREMONT CSD

222 WALNUT ST
EDDYVILLE,IA52553
  PC GENERAL OPERATIONS 1,000

EPILEPSY ASSOCIATION

1600 UNIVERSITY AVE W
ST PAUL,MN55104
  PC GENERAL OPERATIONS 5,000

EVANGEL UNIVERSITY

1111 N GLENSTONE AVE
SPRINGFIELD,MO65802
  PC SCHOLARSHIPS 2,000

FACING HISTORY AND OURSELVES INC

89 SOUTH STREET
BOSTON,MA02111
  PC GENERAL OPERATIONS 50

FAIR HAVEN MEMORIAL GARDEN INC

2328 JESUP DR
PELLA,IA50219
  PC GENERAL OPERATIONS 200

FAITH CHRISTIAN REFORMED CHURCH

675 S MAIN AVE
SIOUX CENTER,IA51250
  PC GENERAL OPERATIONS 7,500

FAMILIAS EN ACCION

2710 NE 14TH AVE
PORTLAND,OR97212
  PC GENERAL OPERATIONS 1,500

FAMILIES FIRST OF PELLA

PO BOX 807
PELLA,IA50219
  PC GENERAL OPERATIONS 5,900

FAMILY CRISIS CENTERS INC

PO BOX 295
SIOUX CENTER,IA51250
  PC GENERAL OPERATIONS 1,000

FARRAGUT FIRE AND RESCUE ASSOCIATION

PO BOX 60
FARRAGUT,IA51639
  PC GENERAL OPERATIONS 550

FATHER FLANAGANS BOYS HOME

975 OKLAHOMA ST
OVIEDO,FL32765
  PC GENERAL OPERATIONS 176

FEEDING AMERICA

161 N CLARK ST STE 700
CHICAGO,IL60601
  PC GENERAL OPERATIONS 10,261

FELLOWSHIP OF CHRISTIAN ATHLETES

8701 LEEDS ROAD
KANSAS CITY,MO64129
  PC GENERAL OPERATIONS 1,865

FIELDS FOR OUR FUTURE INC

PO BOX 838
PELLA,IA50219
  PC GENERAL OPERATIONS 100

FIRST CHRISTIAN CHURCH

2515 MAIN ST
BENTON,KY42025
  PC GENERAL OPERATIONS 1,300

FIRST UNITED METHODIST CHURCH

313 E MONTGOMERY ST
KNOXVILLE,IA50138
  PC GENERAL OPERATIONS 2,500

FLORIDA AGRICULTURAL AND MECHANICAL UNIVERSITY

1735 WAHNISH WAY
TALLAHASSEE,FL32307
  PC SCHOLARSHIPS 2,000

FLORIDA ATLANTIC UNIVERSITY

777 GLADES RD
BOCA RATON,FL33431
  PC SCHOLARSHIPS 2,000

FLORIDA STATE UNIVERSITY

600 W COLLEGE AVE
TALLAHASSEE,FL32306
  PC SCHOLARSHIPS 2,000

FOCUS ON THE FAMILY

8605 EXPLORER DR
COLORADO SPRINGS,CO80920
  PC GENERAL OPERATIONS 850

FOOD BANK OF IOWA

2220 E 17TH ST
DES MOINES,IA50316
  PC GENERAL OPERATIONS 6,025

FREEDOM FOR YOUTH MINISTRIES

2301 HICKMAN RD
DES MOINES,IA50310
  PC GENERAL OPERATIONS 2,100

FRIENDS OF CRAWFORD COUNTY WELLNESS CENTER INC

909 4TH AVE S
DENISON,IA51442
  PC GENERAL OPERATIONS 35,500

FRIENDS OF MAHASKA COUNTY CONVERSATION INC

2342 IA-92
OSKALOOSA,IA52577
  PC GENERAL OPERATIONS 500

FRIENDS OF THE AUDITORIUM

714 13TH ST
WORTHINGTON,MN56187
  PC GENERAL OPERATIONS 500

FRIENDS OF THE CARNEGIE-VIERSEN PUBLIC LIBRARY OF PELLA IOWA

603 MAIN ST
PELLA,IA50219
  PC GENERAL OPERATIONS 350

FRIENDS OF THE EDDYVILLE PUBLIC LIBRARY

PO BOX 399
EDDYVILLE,IA52553
  PC GENERAL OPERATIONS 100

FRIENDS OF THE OSKALOOSA PUBLIC LIBRARY

301 SOUTH MARKET STREET
OSKALOOSA,IA52577
  PC GENERAL OPERATIONS 1,000

FRIENDS OF THE PELLA COMMUNITY CENTER INC

1117 BIG ROCK ROAD
PELLA,IA50219
  PC GENERAL OPERATIONS 4,400

GENERAL FEDERATION OF WOMENS CLUBS

7627 SW 100TH CT
OCALA,FL34481
  PC GENERAL OPERATIONS 25,900

GENESIS INC

2500 UNIVERSITY AVE
DES MOINES,IA50311
  PC GENERAL OPERATIONS 400

GEORGETOWN UNIVERSITY

2115 WISCONSIN AVE NW STE 601
WASHINGTON,DC20007
  PC SCHOLARSHIPS 1,000

GIRL SCOUTS OF CENTRAL ILLINOIS INC

3020 BAKER DR
SPRINGFIELD,IL62703
  PC GENERAL OPERATIONS 900

GLENWOOD BOOSTER CLUB

504 SHARP ST
GLENWOOD,IA51534
  PC GENERAL OPERATIONS 1,000

GLIDDEN AREA FIREFIGHTERS ASSOCIATION

530 E 5TH ST
GLIDDEN,IA51443
  PC GENERAL OPERATIONS 140

GOLDEN GOOSE CLUB INC

2011 S 7TH ST
OSKALOOSA,IA52577
  PC GENERAL OPERATIONS 2,810

GRAND THEATER FOUNDATION

212 E ROBINSON ST
KNOXVILLE,IA50138
  PC GENERAL OPERATIONS 300

GRAND VALLEY STATE UNIVERSITY

1 CAMPUS DRIVE
ALLENDALE,MI49401
  PC SCHOLARSHIPS 2,000

GRAND VIEW CHRISTIAN SCHOOL FOUNDATION INC

2905 NE 46TH AVE
DES MOINES,IA50317
  PC GENERAL OPERATIONS 4,900

GRAVES COUNTY EAGLES BOOSTER CLUB INC

PO BOX 488
MAYFIELD,KY42066
  PC GENERAL OPERATIONS 500

GRAVES COUNTY EXTENSION HOMEMAKERS ASSN

4200 W STATE ROUTE 45 N
MAYFIELD,KY42066
  PC GENERAL OPERATIONS 1,000

GRAVES COUNTY HIGH SCHOOL

1220 EAGLES WAY
MAYFIELD,KY42066
  PC GENERAL OPERATIONS 500

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PL
CHICAGO,IL60632
  PC GENERAL OPERATIONS 100

GREATER SHENANDOAH FOUNDATION

PO BOX 279
SHENANDOAH,IA51601
  PC GENERAL OPERATIONS 2,200

GREATER SIOUX COMMUNITY HEALTH CENTER INC

33 4TH ST NW
SIOUX CENTER,IA51250
  PC GENERAL OPERATIONS 25,000

HABITAT FOR HUMANITY INTERNATIONAL INC

322 W LAMAR ST
AMERICUS,GA31709
  PC GENERAL OPERATIONS 1,400

HANCCKFULTNSCHUYLRMCDOUGH ROE

130 S LAFAYETTE STE 200
MACOMB,IL61455
  PC GENERAL OPERATIONS 10,000

HAND IN HAND

3860 MIDDLE RD
BETTENDORF,IA52722
  PC GENERAL OPERATIONS 514

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813
  PC GENERAL OPERATIONS 25

HEALTHY ADAMS BICYCLE-PEDESTRIAN INC

85 BITTERN DR
GETTYSBURG,PA17325
  PC GENERAL OPERATIONS 50,000

HEARTLAND HUMANE SOCIETY LTD

PO BOX 1149
OTTUMWA,IA52501
  PC GENERAL OPERATIONS 500

HELP INCORPORATED CENTER AGAINST VIOLENCE

317 CHEROKEE CAMP RD
REIDSVILLE,NC27320
  PC GENERAL OPERATIONS 15,000

HENRY COUNTY BAND PARENTS CLUB INC

PO BOX 225
PARIS,TN38242
  PC GENERAL OPERATIONS 500

HISTORIC PELLA TRUST INC

PO BOX 1
PELLA,IA50219
  PC GENERAL OPERATIONS 1,550

HOLLYWOOD SENIOR CENTER

1820 NE 40TH AVE
PORTLAND,OR97212
  PC GENERAL OPERATIONS 4,800

HOPE FOOD PANTRY

PO BOX 21
SIOUX CENTER,IA51250
  PC GENERAL OPERATIONS 2,000

HOPE MINISTRIES

5075 UNIVERSITY SUITE B
PLEASANT HILL,IA50327
  PC GENERAL OPERATIONS 8,321

HOUSE OF REFUGE INC

6935 E WILLIAMS FIELD RD
MESA,AZ85212
  PC GENERAL OPERATIONS 5,000

HUMANE SOCIETY OF MARION COUNTY INC

1701 EAST PLAESANT ST
KNOXVILLE,IA50138
  PC GENERAL OPERATIONS 3,000

ICON UNIVERSAL INC

516 N SCALES TS
REIDSVILLE,NC27320
  PC GENERAL OPERATIONS 1,000

IFA LITTLE LEAGUE BOOSTERS

2503 LINDEN AVE
IOWA FALLS,IA50126
  PC GENERAL OPERATIONS 2,243

INDIAN HILLS COMMUNITY COLLEGE

525 GRANDVIE AVE
OTTUMWA,IA52501
  PC SCHOLARSHIPS 2,250

INDIAN HILLS COMMUNITY COLLEGE FOUNDATION

525 GRANDVIEW - BLDG ONE
OTTUMWA,IA52501
  PC GENERAL OPERATIONS 1,000

INDIANA TOWNSHIP FIRE DEPARTMENT

PO BOX 491
KNOXVILLE,IA50138
  PC GENERAL OPERATIONS 1,000

INTERFAITH CHARITIES OF SOUTH LEE INC

17592 ROCKEFELLER CIR
FORT MYERS,FL33967
  PC GENERAL OPERATIONS 800

INTERFAITH COMMUNITY SERVICES

550 WEST WASHINGTON AVENUE
ESCONDIDO,CA92025
  PC GENERAL OPERATIONS 1,000

IOWA ARCHITECTURAL FOUNDATION

400 LOCUST ST 100
DES MOINES,IA50309
  PC GENERAL OPERATIONS 2,000

IOWA ASSOCIATION OF BUSINESS AND INDUSTRY FOUNDATION

400 E COURT AVE STE 100
DES MOINES,IA50309
  PC GENERAL OPERATIONS 10,000

IOWA COLLEGE FOUNDATION

505 5TH AVE STE 1034
DES MOINES,IA50309
  PC GENERAL OPERATIONS 10,500

IOWA ENGINEERING FOUNDATION INC

1080 JORDAN CREEK PARKWAY
WEST DES MOINES,IA50266
  PC GENERAL OPERATIONS 500

IOWA NATURAL HERITAGE FOUNDATION

505 5TH AVE
DES MOINES,IA50309
  PC GENERAL OPERATIONS 300

IOWA PBS FOUNDATION

6450 CORPORATE DR
JOHNSTON,IA50131
  PC GENERAL OPERATIONS 40,299

IOWA PUBLIC RADIO INC

2111 GRAND AVE STE 100
DES MOINES,IA50312
  PC GENERAL OPERATIONS 275

IOWA SPECIAL OLYMPICS INC

551 SE DOVETAIL ROAD
GRIMES,IA50111
  PC GENERAL OPERATIONS 256

IOWA STATE FAIR FOUNDATION

PO BOX 57130
DES MOINES,IA50317
  PC GENERAL OPERATIONS 125

IOWA STATE UNIVERISTY

2221 WANDA DALEY DR ROOM 1560
AMES,IA50011
  PC SCHOLARSHIPS 54,000

IOWA STATE UNIVERSITY FOUNDATION

2505 UNIVERSITY BLVD
AMES,IA50010
  PC GENERAL OPERATIONS 65,200

IOWA WESTERN COMMUNITY COLLGE

2700 COLLEGE RD
COUNCIL BLUFFS,IA51503
  PC SCHOLARSHIPS 750

ISAIAHS PLACE INC

4824 2ND AVE S
ST PETERSBURG,FL33711
  PC GENERAL OPERATIONS 5,000

IZAAK WALTON LEAGUE OF AMERICA INC

2359 GUYANOGA RD
PENN YAN,NY14527
  PC GENERAL OPERATIONS 100

JASPER COMMUNITY FOUNDATION

PO BOX 924
NEWTON,IA50208
  PC GENERAL OPERATIONS 700

JEFFERSON STATE COMMUNITY COLLEGE

4600 VALLEYDALE RD
BIRMINGHAM,AL35242
  PC SCHOLARSHIPS 750

JERSEY BATTERED WOMENS SERVICE

PO BOX 1437
MORRISTOWN,NJ07962
  PC GENERAL OPERATIONS 75

JOPPA

2326 EUCLID AVE
DES MOINES,IA50310
  PC GENERAL OPERATIONS 200

JUMP FOR KIDS

404 WASHINGTON ST
PELLA,IA50219
  PC GENERAL OPERATIONS 600

JUNIOR ACHIEVEMENT OF SOUTH CENTRAL PENNSYLVANIA

610 S GEORGE ST
YORK,PA17401
  PC GENERAL OPERATIONS 10,000

KANSAS STATE UNIVERSITY

919 MID CAMPUS DR N
MANHATTAN,KS66506
  PC SCHOLARSHIPS 2,000

KELLANS KINGDOM

1206 AMY AVE
CARROLL,IA51401
  PC GENERAL OPERATIONS 200

KIRKWOOD COMMUNITY COLLEGE

2301 OAKDALE BLVD
CORALVILLE,IA52241
  PC SCHOLARSHIPS 750

KNOXVILLE PANTHER SCHOLARSHIP FOUNDATION

PO BOX 302
KNOXVILLE,IA50138
  PC GENERAL OPERATIONS 2,000

KNOXVILLE RACING CHARITABLE ORGANIZATION INC

PO BOX 493
KNOXVILLE,IA50138
  PC GENERAL OPERATIONS 900

KNOXVILLE SHOOTING TEAM INC

1221 132ND PL
KNOXVILLE,IA50138
  PC GENERAL OPERATIONS 1,300

KNOXVILLE SOCCER CLUB

1506 RIDGE CREST CT
KNOXVILLE,IA50138
  PC GENERAL OPERATIONS 400

KNOXVILLE YOUTH ACTIVITIES

1418 DEER RUN DR
KNOXVILLE,IA50138
  PC GENERAL OPERATIONS 2,500

LAKERS BAND BOOSTERS

PO BOX 920
MURRAY,KY42071
  PC GENERAL OPERATIONS 750

LASELL UNIVERSITY

1844 COMMONWEALTH AVE
NEWTON,MA02466
  PC SCHOLARSHIPS 2,000

LIL WILDCAT EDUCATION CENTER INC

616 N IDAHO ST
GLIDDEN,IA51443
  PC GENERAL OPERATIONS 700

LITTLE LEAGUE BASEBALL INC

539 US ROUTE 15 HWY
WILLIAMSPORT,PA17701
  PC GENERAL OPERATIONS 3,800

LORAS COLLEGE

1450 ALTA VISTA ST
DUBUQUE,IA52001
  PC GENERAL OPERATIONS 5,200

LOVE INC OF MAHASKA COUNTY

408 S 11ST ST
OSKALOOSA,IA52577
  PC GENERAL OPERATIONS 2,600

MACOMB AREA RECREATION AND LEISURE FOUNDATION

PO BOX 349
MACOMB,IL61455
  PC GENERAL OPERATIONS 600

MAHASKA COMMUNITY RECREATION FOUNDATION INC

2019 STADIUM DR
OSKALOOSA,IA52577
  PC GENERAL OPERATIONS 1,200

MAHASKA COUNTY COMMUNITY EMERGENCY RESPONSE TEAM

214 HIGH AVE EAST
OSKALOOSA,IA52577
  PC GENERAL OPERATIONS 17,250

MAHASKA COUNTY HISTORICAL SOCIETY

PO BOX 578
OSKALOOSA,IA52577
  PC GENERAL OPERATIONS 2,025

MAHASKA FUTUREVIEW INC

222 1ST AVE E
OSKALOOSA,IA52577
  PC GENERAL OPERATIONS 1,600

MAHASKA HOSPITAL FOUNDATION

1229 C AVE E
OSKALOOSA,IA52577
  PC GENERAL OPERATIONS 50

MAIN STREET COON RAPIDS

123 3RD AVE S
COON RAPIDS,IA50058
  PC GENERAL OPERATIONS 750

MAINE COMMUNITY FOUNDATION INC

245 MAIN ST
ELLSWORTH,ME04605
  PC GENERAL OPERATIONS 7,500

MAKE-A-WISH FOUNDATION OF IOWA INC

1702 E HIGHLAND SUITE 400
PHOENIX,AZ85016
  PC GENERAL OPERATIONS 100

MANUFACTURING INSTITUTE

733 10TH ST NW
WASHINGTON,DC20001
  PC GENERAL OPERATIONS 50

MARCH OF DIMES RHODE ISLAND

220 W EXCHANGE ST SUITE 103
PROVIDENCE,RI02903
  PC GENERAL OPERATIONS 100

MARION COUNTY CHILDRENS ADVOCACY CENTER INC

3030 MERLE HAY RD
DES MOINES,IA50310
  PC GENERAL OPERATIONS 6,000

MARION COUNTY HISTORICAL SOCIETY

PO BOX 21600
KNOXVILLE,IA50138
  PC GENERAL OPERATIONS 2,700

MARION COUNTY HUMANE SOCIETY

PO BOX 655
KNOXVILLE,IA50138
  PC GENERAL OPERATIONS 352

MARSHALL COUNTY BAND BOOSTERS

PO BOX 824
BENTON,KY42025
  PC GENERAL OPERATIONS 750

MEALS FROM THE HEARTLAND

357 LINCOLN ST
WEST DES MOINES,IA50265
  PC GENERAL OPERATIONS 902

MELCHER-DALLAS COMM SCHOOL DISTRICT

210 S MAIN ST
MELCHERDALLAS,IA50163
  PC GENERAL OPERATIONS 2,750

MICHIGAN STATE UNIVERSITY

220 TROWBRIDGE RD
EAST LANSING,MI48824
  PC SCHOLARSHIPS 4,000

MID SIOUX OPPORTUNITY INC

418 S MARION ST
REMSEN,IA51050
  PC GENERAL OPERATIONS 1,000

MID-AMERICA REFORMED SEMINARY

229 SEMINARY DR
DYER,IN46311
  PC GENERAL OPERATIONS 400

MIDWEST HONOR FLIGHT - IA & SD

PO BOX 22
SIOUX CENTER,IA51250
  PC GENERAL OPERATIONS 100

MONROE COUNTY IOWA COMMUNITY FOUNDATION

1 BENTON AVE W
ALBIA,IA52531
  PC GENERAL OPERATIONS 5,000

MONROE SENIOR AND COMMUNITY CENTER

PO BOX 904
MONROE,IA50170
  PC GENERAL OPERATIONS 25,200

MORNINGSIDE UNIVERSITY

1501 MORNINGSIDE AVE
SIOUX CITY,IA51106
  PC SCHOLARSHIPS 2,000

MOUNTATIN EDUCATION FOUNDATION

PO BOX 81
SIGNAL MTN,TN37377
  PC GENERAL OPERATIONS 1,000

MOVEMBER FOUNDATION

PO BOX 2040
SANTA MONICA,CA90406
  PC GENERAL OPERATIONS 50

MURRAY BAND BOOSTER INC

PO BOX 233
MURRAY,KY42071
  PC GENERAL OPERATIONS 750

MURRAYCALLOWAY COUNTY AREA TECH CENTER

126 ROBERTSON RD
MURRAY,KY42071
  PC GENERAL OPERATIONS 2,000

MURRAY-CALLOWAY COUNTY SENIOR CITIZENS INC

607 POPLAR ST
MURRAY,KY42071
  PC GENERAL OPERATIONS 2,500

MURRAY CALLOWAY NEED LINE ASSOCIATION INC

509 N 8TH ST
MURRAY,KY42071
  PC GENERAL OPERATIONS 2,500

MURRAY STATE UNIVERSITY

1375 CHESNUT ST
MURRAY,KY42071
  PC SCHOLARSHIPS 13,000

MURRAY STATE UNIVERSITY FOUNDATION

100 NASH HOUSE
MURRAY,KY42071
  PC GENERAL OPERATIONS 1,000

MURRAY TIGER BOOSTER CLUB INC

305 N 4TH ST
MURRAY,KY42071
  PC GENERAL OPERATIONS 2,825

NATIONAL MS SOCIETY

733 THIRD AVE 3RD FLOOR
NEW YORK,NY10017
  PC GENERAL OPERATIONS 1,705

NATIONAL PARKS CONSERVATION ASSOCIATION

777 6TH STREET NW
WASHINGTON,DC20001
  PC GENERAL OPERATIONS 51

NEW SHARON FIRE AND RESCUE ASSOCIATION INCORPORATED

201 EAST MARKET BOX 62
NEW SHARON,IA50207
  PC GENERAL OPERATIONS 500

NEW WORLD SYMPHONY INC

500 17TH STREET
MIAMI BEACH,FL33139
  PC GENERAL OPERATIONS 2,500

NEWTON COMMUNITY THEATRE INC

PO BOX 96
NEWTON,IA50208
  PC GENERAL OPERATIONS 1,000

NISHNA PRODUCTIONS INC

210 BROADWAY ST
RED OAK,IA51566
  PC GENERAL OPERATIONS 300

NM PACT

2234 LYNNDANA LN
OSKALOOSA,IA52577
  PC GENERAL OPERATIONS 100

NORTH DAKOTA STATE UNIVERSITY

1340 ADMINISTRATION AVE
FARGO,ND58105
  PC SCHOLARSHIPS 4,000

NORTHEN ILLINOIS FOOD BANK

273 DEARBORN CT
GENEVA,IL60134
  PC GENERAL OPERATIONS 110

NORTHERN ILLINOIS UNIVERSITY FOUNDATION

ALTGELD HALL 134
DEKALB,IL60115
  PC GENERAL OPERATIONS 500

NORTHWEST ARKANSAS WOMENS RESOURCES INC

3610 W SOUTHERN HILLS BLVD
ROGERS,AR72758
  PC GENERAL OPERATIONS 1,000

NORTHWEST MISSOURI STATE UNIVERSITY

800 UNIVERSITY DR
MARYVILLE,MO64468
  PC SCHOLARSHIPS 4,000

NORTHWESTERN COLLEGE

101 7TH ST SW
ORANGE CITY,IA51041
  PC GENERAL OPERATIONS & SCHOLARSHIPS 11,250

NORTHWESTERN UNIVERSITY

1801 HINMAN AVE
EVANSTON,IL50208
  PC SCHOLARSHIPS 2,000

NORWALK AREA MINISTERIAL ASSOCIATION

4380 WAKONDA DR
NORWALK,IA50211
  PC GENERAL OPERATIONS 200

NORWALK ELEMENTARY PARENT TEACHER ORGANIZATION

9210 HAPPY HOLLOW DR
NORWALK,IA50211
  PC GENERAL OPERATIONS 175

OCALA YOUTH SYMPHONY INC

1908 E FORT KING ST
OCALA,FL34471
  PC GENERAL OPERATIONS 515

OCDC INC

113 3RD ST NE
ORANGE CITY,IA51041
  PC GENERAL OPERATIONS 2,000

OLIVET NAZARENE UNIVERSITY

ONE UNIVERSITY AVE
BOURBONNAIS,IL60914
  PC SCHOLARSHIPS 2,000

OMAHA ZOO FOUNDATION

3701 S 10TH ST
OMAHA,NV68107
  PC GENERAL OPERATIONS 150

OPEN DOOR REHABILITATION CENTER

405 S WELLS ST
SANDWICH,IL60548
  PC GENERAL OPERATIONS 200

ORCHARD PLACE

2116 GRAND AVE
DES MOINES,IA50312
  PC GENERAL OPERATIONS 515

OREGON FOOD BANK INC

7900 NE 33RD DR
PORTLAND,OR97211
  PC GENERAL OPERATIONS 103

OREGON HUMANE SOCIETY

1067 NE COLUMBIA BLVD
PORTLAND,OR97211
  PC GENERAL OPERATIONS 103

OSKALOOSA COMMUNITY THEATER INC

1800 NORTH THIRD ST
OSKALOOSA,IA52577
  PC GENERAL OPERATIONS 1,000

OSKALOOSA INDIAN BOOSTER CLUB LTD

PO BOX 524
OSKALOOSA,IA52577
  PC GENERAL OPERATIONS 1,000

OSKALOOSA MIDDLE SCHOOL

1704 N 3RD ST
OSKALOOSA,IA52577
  PC GENERAL OPERATIONS 1,000

OTTUMWA PUBLIC LIBRARY FRIENDS INC

102 W 4TH ST
OTTUMWA,IA52501
  PC GENERAL OPERATIONS 2,500

OZARK TECHNICAL COMMUNITY COLLEGE

1001 E CHESTNUT EXPY
SPRINGFIELD,MO65802
  PC SCHOLARSHIPS 750

PANCREATIC CANCER ACTION NETWORK INC

1500 ROSECRANS AVE
MANHATTAN BEACH,CA90266
  PC GENERAL OPERATIONS 50

PARALYZED VETERANS OF AMERICA

801 EIGHTEENTH STREET NW
WASHINGTON,DC20006
  PC GENERAL OPERATIONS 300

PAY IT FORWARD CHRISTMAS CHARITY INC

1009 E AVE E
ALBIA,IA52531
  PC GENERAL OPERATIONS 18,700

PCM ATHLETIC BOOSTER CLUB

400 EAST HWY 163
MONROE,IA50170
  PC GENERAL OPERATIONS 100

PCM CARES

6672 S 68TH AVE W
PRAIRIE CITY,IA50228
  PC GENERAL OPERATIONS 300

PCM COMMUNITY SCHOOL DISTRICT FOUNDATION AND ENDOWMENT

PO BOX 34
MONROE,IA50170
  PC GENERAL OPERATIONS 100

PCM SHOOTING SPORTS CLUB

PO BOX 976
MONROE,IA50170
  PC GENERAL OPERATIONS 1,000

PEACE LUTHERAN CHURCH

1000 E VERMEER ROAD
PELLA,IA50219
  PC GENERAL OPERATIONS 3,000

PEDAL THE CAUSE

9288 DIELMAN INDUSTRIAL DR
SAINT LOUIS,MO63132
  PC GENERAL OPERATIONS 100

PELLA AMATEUR RADIO CLUB

1109 FOUNTAIN VIEW DR
PELLA,IA50219
  PC GENERAL OPERATIONS 300

PELLA ATHLETIC BOOSTER CLUB

PO BOX 485
PELLA,IA50219
  PC GENERAL OPERATIONS 3,029

PELLA CHRISTIAN HIGH SCHOOL SOCIETY

300 EAGLE LN
PELLA,IA50219
  PC GENERAL OPERATIONS 15,000

PELLA COMMUNITY AMBULANCE SERVICE

PO BOX 385
PELLA,IA50219
  PC GENERAL OPERATIONS 200

PELLA COMMUNITY FOOD SHELF

PO BOX 465
PELLA,IA50219
  PC GENERAL OPERATIONS 83,114

PELLA COMMUNITY FOUNDATION

PO BOX 112
PELLA,IA50219
  PC GENERAL OPERATIONS 150

PELLA HIGH SCHOOL

210 E UNIVERSITY ST
PELLA,IA50219
  PC GENERAL OPERATIONS 1,000

PELLA HISTORICAL SOCIETY

PO BOX 145
PELLA,IA50219
  PC GENERAL OPERATIONS 1,155

PELLA HOOPS CLUB

2126 S FALLS DR
PELLA,IA50219
  PC GENERAL OPERATIONS 500

PELLA HOSPITAL FOUNDATION

404 JEFFERSON ST
PELLA,IA50219
  PC GENERAL OPERATIONS 585

PELLA OPERA HOUSE COMMISSION

611 FRANKLIN ST
PELLA,IA50219
  PC GENERAL OPERATIONS 599

PELLA SHOOTERS CLUB

1243 180TH ST
PELLA,IA50219
  PC GENERAL OPERATIONS 2,000

PELLA SPORTS ACADEMY

1025 MEADOW CREST DR
PELLA,IA50219
  PC GENERAL OPERATIONS 800

PELLA SWIM CLUB

PO BOX 832
PELLA,IA50219
  PC GENERAL OPERATIONS 500

PELLA TENNIS ASSOCIATION

1018 210TH PL
PELLA,IA50219
  PC GENERAL OPERATIONS 100

PENNSYLVANIA STATE UNIVERSITY

201 OLD MAIN
UNIVERSITY PARK,PA16802
  PC GENERAL OPERATIONS & SCHOLARSHIPS 2,500

PEOPLE FOR PAWS

PO BOX 221
SHENANDOAH,IA51601
  PC GENERAL OPERATIONS 11,050

PHEASANTS FOREVER INC

1783 BUERKLE CIRCLE
ST PAUL,MN55110
  PC GENERAL OPERATIONS 6,000

PINKY SWEAR FOUNDATION

555 W 78TH ST SUITE E
EDINA,MN55439
  PC GENERAL OPERATIONS 203

PLEASANTVILLE BETTERMENT ORGANIZATION

699 N WASHINGTON ST
PLEASANTVILLE,IA50225
  PC GENERAL OPERATIONS 200

PLEASANTVILLE FFA ALUMNI

PO BOX 4
PLEASANTVILLE,IA50225
  PC GENERAL OPERATIONS 965

PLEASANTVILLE YOUTH INITIATIVE

PO BOX 295
PLEASANTVILLE,IA50225
  PC GENERAL OPERATIONS 15,000

PONY EXPRESS RIDERS OF IOWA

401 NE 66TH AVE
DES MOINES,IA50313
  PC GENERAL OPERATIONS 200

PORTLAND COMMUNITY COLLEGE

2305 SE 82ND AVE
PORTLAND,OR97216
  PC SCHOLARSHIPS 750

PORTLAND RESCUE MISSION

PO BOX 3713
PORTLAND,OR97208
  PC GENERAL OPERATIONS 103

PORTLAND STATE UNIVERSITY

PO BOX 851
PORTLAND,OR97207
  PC SCHOLARSHIPS 2,000

PORTLAND YOUTHBUILDERS

4816 SE 92ND AVE
PORTLAND,OR97266
  PC GENERAL OPERATIONS 15,000

PREGNANCY CARE CENTER INC

PO BOX 674 1402 WASHINGTON ST
PELLA,IA50219
  PC GENERAL OPERATIONS 1,141

PUPPY JAKE FOUNDATION

3101 104TH ST STE 2
URBANDALE,IA50322
  PC GENERAL OPERATIONS 100

QUILTS OF VALOR FOUNDATION

PO BOX 191
WINTERSET,IA50273
  PC GENERAL OPERATIONS 1,000

QUINCY UNIVERSITY

1800 COLLEGE AVE
QUINCY,IL62301
  PC SCHOLARSHIPS 2,000

RAPE CRISIS INTERVENTION SERVICE OF CARROLL COUNTY INC

PO BOX 1563
WESTMINSTER,MD21158
  PC GENERAL OPERATIONS 3,000

RED ROCK LAKE ASSOCIATION INC

PO BOX 292
PELLA,IA50219
  PC GENERAL OPERATIONS 50

RESTART INC

6385 OLD SHADY OAK RD STE 250
EDEN PRAIRIE,MN55344
  PC GENERAL OPERATIONS 300

RONALD MCDONALD HOUSE CHARITIES IN OMAHA INC

620 SOUTH 38TH AVE
OMAHA,NE68105
  PC GENERAL OPERATIONS 300

RONALD MCDONALD HOUSE CHARITIES OF CENTRAL IOWA INC

1441 PLEASANT ST
DES MOINES,IA50314
  PC GENERAL OPERATIONS 25,000

RONALD MCDONALD HOUSE CHARITIES OF SAN DIEGO INC

2929 CHILDRENS WAY
SAN DIEGO,CA92123
  PC GENERAL OPERATIONS 225

ROSE-HULMAN INSTITUTE OF TECHNOLOGY

5500 WABASH AVENUE CM 21
TERRE HAUTE,IN47803
  PC GENERAL OPERATIONS 3,000

ROTARY DISTRICT 6000 HUMANITARIAN AND EDUCATIONAL FOUNDATION INC

PO BOX 525
CARROLL,IA51401
  PC GENERAL OPERATIONS 1,000

ROTARY INTERNATIONAL CARROLL ROTARY CLUB

PO BOX 525
CARROLL,IA51401
  PC GENERAL OPERATIONS 1,300

RUTH HARBOR

534 42ND ST
DES MOINES,IA50312
  PC GENERAL OPERATIONS 450

SACK PACK PROGRAM

540 N MAIN AVE
SIOUX CENTER,IA51250
  PC GENERAL OPERATIONS 1,000

SALVATION ARMY NATIONAL CORP

615 SLATERS LANE
ALEXANDRIA,VA22314
  PC GENERAL OPERATIONS 721

SCHOLARSHIP AMERICA INC

7900 INTERNATIONAL DR NO 500
MINNEAPOLIS,MN55425
  PC GENERAL OPERATIONS 20,500

SHENANDOAH ELEMETARY SCHOOOL

601 DR CREIGHTON CIRCLE
SHENANDOAH,IA51601
  PC GENERAL OPERATIONS 1,250

SHENANDOAH HIGH SCHOOL

1000 MUSTANG DR
SHENANDOAH,IA51601
  PC GENERAL OPERATIONS 2,025

SHENANDOAH IOWA EDUCATION FOUNDATION

PO BOX 351
SHENANDOAH,IA51601
  PC GENERAL OPERATIONS 100

SHENANDOAH MEDICAL CENTER FOUNDATION

300 PERSHING AVE
SHENANDOAH,IA51601
  PC GENERAL OPERATIONS 1,150

SHENANDOAH MUSIC ASSOCIATION

1304 MITCHELL ST
SHENANDOAH,IA51601
  PC GENERAL OPERATIONS 250

SHENANDOAH PREGNANCY & RESOURCE CENTER

811 S CENTER ST
SHENANDOAH,IA51601
  PC GENERAL OPERATIONS 500

SHINING STARS THERAPEUTIC RIDING PROGRAM INC

3175 OLD HARRISBURG RD
GETTYSBURG,PA17325
  PC GENERAL OPERATIONS 1,000

SHRINER'S HOSPITALS FOR CHILDREN

2900 ROCKY POINT DRIVE
TAMPA,FL33607
  PC GENERAL OPERATIONS 102

SHRM FOUNDATION INC

1800 DUKE ST
ALEXANDRIA,VA22314
  PC GENERAL OPERATIONS 52

SIDNEY COMM SCHOOL DISTRICT

2754 KNOX RD
SIDNEY,IA51652
  PC GENERAL OPERATIONS 12,500

SIDNEY YOUTH SPORTS

PO BOX 642
SIDNEY,IA51652
  PC GENERAL OPERATIONS 1,000

SIMPSON COLLEGE

701 NORTH C STREET
INDIANOLA,IA50125
  PC SCHOLARSHIPS 2,000

SIOUX CENTER FOUNDATION

335 1ST AVE NW
SIOUX CENTER,IA51250
  PC GENERAL OPERATIONS 2,000

SIOUX CENTER HIGH SCHOOL

1031 13TH AVE NE
SIOUX CENTER,IA51250
  PC GENERAL OPERATIONS 2,000

SIOUX CENTER MUSIC BOOSTERS INC

540 N MAIN AVE
SIOUX CENTER,IA51250
  PC GENERAL OPERATIONS 500

SOUP FOR THE SOUL ORG INC

411 MAPLE STREET
MURRAY,KY42071
  PC GENERAL OPERATIONS 2,500

SOUTH DAKOTA STATE UNIVERSITY

1175 MEDARY AVE
BROOKINGS,SD57006
  PC SCHOLARSHIPS 6,000

SPECIAL OLYMPICS MINNESOTA INC

900 2ND AVE S
MINNEAPOLIS,MN55402
  PC GENERAL OPERATIONS 60

SPOON RIVER COLLEGE

23235 N CO HWY 22
CANTON,IL61520
  PC SCHOLARSHIPS 750

ST JUDE CHILDRENS RESEARCH HOSPITAL INC

262 DANNY THOMAS PL
MEMPHIS,TN38105
  PC GENERAL OPERATIONS 4,397

ST LOUIS UNIVERSITY

1 N GRAND BLVD DB-319
SAINT LOUIS,MO63103
  PC GENERAL OPERATIONS 50

ST RITA SCHOOL FOR THE DEAF

1720 GLENDALE MILFORD ROAD
CINCINNATI,OH45215
  PC GENERAL OPERATIONS 50

ST JOSEPH'S UNIVERSITY

245 CLINTON AVE
BROOKLYN,NY11205
  PC SCHOLARSHIPS 2,000

STANTON BOOSTER CLUB INC

2173 P AVE
STANTON,IA51573
  PC GENERAL OPERATIONS 400

STANTON FRIENDS

PO BOX 42
STANTON,IA51573
  PC GENERAL OPERATIONS 600

STANTON PTSO

601 HARVARD AVE
STANTON,IA51573
  PC GENERAL OPERATIONS 10,100

STARTS RIGHT HERE

PO BOX 4550
IOWA CITY,IA52244
  PC GENERAL OPERATIONS 1,286

STATE UNIVERSITY OF IOWA FOUNDATION

1 W PARK RD
IOWA CITY,IA52242
  PC GENERAL OPERATIONS 8,575

STEPHEN ANIMAL SHELTER FOUNDATION INC

100 1ST AVE W
OSKALOOSA,IA52577
  PC GENERAL OPERATIONS 2,200

STEPHEN MEMORIAL ANIMAL SHELTER INC

100 1ST AVE W
OSKALOOSA,IA52577
  PC GENERAL OPERATIONS 500

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATOIN

2361 HYLAN BLVD
STATEN ISLAND,NY10306
  PC GENERAL OPERATIONS 1,225

STEPPING STONES EARLY LEARNING CENTER INC

300 PANTHER DR
KNOXVILLE,IA50138
  PC GENERAL OPERATIONS 50,250

TARKIO VOLUNTEER FIRE

112 WALNUT ST
TARKIO,MO64491
  PC GENERAL OPERATIONS 200

TEEN CHALLENGE OF THE MIDLANDS INC

900 NORTH LEAGUE ROAD
COLFAX,IA50054
  PC GENERAL OPERATIONS 50

THE CENTRAL CLUB

PO BOX 293
PELLA,IA50219
  PC GENERAL OPERATIONS 100

THE COMMUNITY OF CONCERN INC

322 W 3RD ST
CARROLL,IA51401
  PC GENERAL OPERATIONS 1,000

THE FEDERATED GARDEN CLUBS OF IOWA INC

PO BOX 164
PELLA,IA50219
  PC GENERAL OPERATIONS 3,850

THE HARRISBURG AREA COMMUNITY COLLEGE FOUNDATION

1 HACC DR
HARRISBURG,PA17110
  PC GENERAL OPERATIONS 4,500

THE PARENT PROJECT FOR MUSCULAR DYSTROPHY RESEARCH INC

1012 14TH N SUITE 500
WASHINGTON,DC20005
  PC GENERAL OPERATIONS 100

THE PURPLE MARTIN CONSERVATION ASSOCIATION

301 PENINSULA DR
ERIE,PA16505
  PC GENERAL OPERATIONS 100

THE SALVATION ARMY

1424 NORTHEST EXPRESSWAY
BROOKHAVEN,GA30329
  PC GENERAL OPERATIONS 20,075

THE SHRINERS HOSPITAL FOR CHILDREN

2900 N ROCKY POINT DR
TAMPA,FL33607
  PC GENERAL OPERATIONS 600

THE SOUTHWEST IOWA THEATRE GROUPINCORPORATED

PO BOX 212
SHENANDOAH,IA51601
  PC GENERAL OPERATIONS 2,075

THE V FOUNDATION

14600 WESTON PKWY
CARY,NC27513
  PC GENERAL OPERATIONS 50

THE WESTERN THEOLOGICAL SEMINARY OF THE REFORMED CHURCH IN AMERICA

101 E 13TH ST
HOLLAND,MI49423
  PC GENERAL OPERATIONS 750

THORN

222 N PACIFIC COAST HWY 10TH FL
EL SEGUNDO,CA90245
  PC GENERAL OPERATIONS 421

TISCH MULTIPLE SCLEROSIS RESEARCH CENTER OF NEW YORK INC

521 W 57TH STREET
NEW YORK,NY10019
  PC GENERAL OPERATIONS 500

TREES FOREVER INC

80 W 8TH AVE
MARION,IA52302
  PC GENERAL OPERATIONS 103

TRI-BORO FOOD PANTRY

65 PASCACK RD
PARK RIDGE,NJ07656
  PC GENERAL OPERATIONS 1,000

TRINITY CHRISTIAN COLLEGE ASSOCIATION

6601 W COLLEGE DR
PALOS HEIGHTS,IL60463
  PC GENERAL OPERATIONS 1,250

TRIPLE NEGATIVE BREAST CANCER FOUNDATION INC

PO BOX 204
NORWOOD,NJ07648
  PC GENERAL OPERATIONS 150

TRUMAN STATE UNIVERSITY

100 E NORMAL AVE
KIRKSVILLE,MO63501
  PC SCHOLARSHIPS 2,000

TWIN CEDARS JR-SR HIGH SCHOOL

2204 HIGHWAY G71
BUSSEY,IA50044
  PC GENERAL OPERATIONS 5,000

UNION STREET PLAYERS

712 UNION ST STE 202
PELLA,IA50219
  PC GENERAL OPERATIONS 250

UNITED WAY OF CARLISLE & CUMBERLAND COUNTY

145S HANOVER ST
CARLISLE,PA17013
  PC GENERAL OPERATIONS 52

UNITED WAY OF JASPER COUNTY

312 IST AVE WEST
NEWTON,IA50208
  PC GENERAL OPERATIONS 50

UNITED WAY OF MAHASKA COUNTY

102 1ST AVE EAST PO BOX 761
OSKALOOSA,IA52577
  PC GENERAL OPERATIONS 2,600

UNIVERSITY OF CENTRAL FLORIDA

12424 RESEARCH PKWY STE 140
ORLANDO,FL32826
  PC SCHOLARSHIPS 2,000

UNIVERSITY OF DUBUQUE

2000 UNIVERSITY AVE
DUBUQUE,IA52001
  PC GENERAL OPERATIONS 1,000

UNIVERSITY OF ILLINOIS FOUNDATOIN

1305 W GREEN ST
URBANA,IL61801
  PC GENERAL OPERATIONS 200

UNIVERSITY OF IOWA

108 CALVIN HALL
IOWA CITY,IA52242
  PC SCHOLARSHIPS 21,000

UNIVERSITY OF IOWA DANCE MARATHON

1 W PARK RD
IOWA CITY,IA52242
  PC GENERAL OPERATIONS 50

UNIVERSITY OF KANSAS

1450 JAYHAWK BLVD
LAWRENCE,KS66045
  PC SCHOLARSHIPS 2,000

UNIVERSITY OF KENTUCKY

410 ADMINISTRATION DR
LEXINGTON,KY40506
  PC SCHOLARSHIPS 2,000

UNIVERSITY OF MAINE

5703 ALUMNI HALL
ORONO,ME04469
  PC SCHOLARSHIPS 4,000

UNIVERSITY OF NEBRASKA-LINCOLN

PO BOX 880411
LINCOLN,NE68588
  PC SCHOLARSHIPS 2,000

UNIVERSITY OF NEW HAMPSHIRE

STOKE HALL 11 GARRISON AVE
DURHAM,NH03824
  PC SCHOLARSHIPS 2,000

UNIVERSITY OF NORTHERN IOWA

1227 W 27TH ST
CEDAR FALLS,IA50614
  PC SCHOLARSHIPS 18,000

UNIVERSITY OF NORTHERN IOWA FOUNDATION

204 COMMONS UNI
CEDAR FALLS,IA50614
  PC GENERAL OPERATIONS 1,300

UNIVERSITY OF WISCONSIN-EAU CLAIRE

105 GARFIELD AVE
EAU CLAIRE,WI54701
  PC SCHOLARSHIPS 2,000

UPPER VALLEY CAREER CENTER

8811 CAREER DR
PIQUA,OH45356
  PC GENERAL OPERATIONS 5,000

URI SELLERS MEMORIAL FOUNDATION INC

10915 NW 81ST ST
PARKVILLE,MO64152
  PC GENERAL OPERATIONS 257

VALLEY BAND BOOSTERS

3775 EP TRUE PARKWAY NO 268
WEST DES MOINES,IA50265
  PC GENERAL OPERATIONS 600

VETERANS OF FOREIGN WARS FOUNDATION

406 WEST 34TH STREET
KANSAS CITY,MO64111
  PC GENERAL OPERATIONS 50

VOLUNTEERS OF AMERICA OF FLORIDA INC

2002ND AVE S PMB 436 STE 100
SAINT PETERSBURG,FL33701
  PC GENERAL OPERATIONS 1,000

WAPELLO COUNTY SHERIFFS POSSE INC

330 W 2ND ST
OTTUMWA,IA52501
  PC GENERAL OPERATIONS 3,000

WARTBURG COLLEGE

100 WARTBURG BLVD
WAVERLY,IA50677
  PC SCHOLARSHIPS 4,000

WASHINGTON STATE UNIVERSITY

342 FRENCH AD BLDG
PULLMAN,WA99164
  PC SCHOLARSHIPS 2,000

WAYNE STATE COLLEGE

1111 MAIN STREET
WAYNE,NE68787
  PC SCHOLARSHIPS 2,000

WELL RESOURCE CENTER

419 E OSKALOOSA ST
PELLA,IA50219
  PC GENERAL OPERATIONS 31,851

WESLEY AT MURRAY INC

1615 APPLING RD
CORDOVA,TN38016
  PC GENERAL OPERATIONS 1,550

WESLEYLIFE

5508 NW 88TH ST
JOHNSTON,IA50131
  PC GENERAL OPERATIONS 103

WEST KENTUCKY COMMUNITY AND TECHNICAL COLLEGE

4810 ALBEN BARKLEY DR
PADUCAH,KY42001
  PC SCHOLARSHIPS 750

WESTBORO WILDCAT DAYS

28831 110 ST
WESTBORO,MO64498
  PC GENERAL OPERATIONS 1,000

WESTERN ILLINOIS MUSEUM

201 S LAFAYETTE ST
MACOMB,IL61455
  PC GENERAL OPERATIONS 5,000

WESTERN ILLINOIS UNIVERSITY

1 UNIVERSITY CIRCLE
MACOMB,IL61455
  PC SCHOLARSHIPS 2,000

WHATSOEVER YOU DO

12646 NETTLE AVE
BLOOMFIELD,IA52537
  PC SCHOLARSHIPS 2,000

WHEATON COLLEGE

501 COLLEGE AVE
WHEATON,IL60187
  PC GENERAL OPERATIONS 2,000

WHITEROCK CONSERVANCY

1436 HIGHWAY 141
COON RAPIDS,IA50058
  PC GENERAL OPERATIONS 40,000

WILLIAM PENN UNIVERSITY

201 TRUEBLOOD AVE
OSKALOOSA,IA52577
  PC GENERAL OPERATIONS & SCHOLARSHIPS 4,000

WILLIAM WOODS UNIVERSITY

1 UNIVERSITY AVE
FULTON,MO65251
  PC SCHOLARSHIPS 2,000

WOUNDED WARRIOR PROJECT INC

4899 BELFORT ROAD
JACKSONVILLE,FL32256
  PC GENERAL OPERATIONS 380

WREATHS ACROSS AMERICA

4 POINT STREET
COLUMBIA FALLS,ME04623
  PC GENERAL OPERATIONS 1,000

WRIGHT-WAY RESCUE

5915 LINCOLN AVE
MORTON GROVE,IL60053
  PC GENERAL OPERATIONS 100

YORK COLLEGE OF PENNSYLVANIA

441 COUNTRY CLUB RD
YORK,PA17403
  PC SCHOLARSHIPS 2,000

YOUNG MENS CHRISTIAN ASSN OF MCDONOUGH CO

400 E CALHOUN ST
MACOMB,IL61455
  PC GENERAL OPERATIONS 3,500

YOUNG MENS CHRISTIAN ASSOC OF FOREST CITY IOWA

916 W I ST
FOREST CITY,IA50436
  PC GENERAL OPERATIONS 1,150

THE LONE STAR BULLDOG CLUB INC

1011 FINCH AVE
MCKINNEY,TX75069
  PC GENERAL OPERATIONS 1,000

RETURNED CHECKS

102 MAIN STREET
PELLA,IA50219
  PC RETURNED CHECKS -5,400
Total .................................right arrow 3a 1,794,236
bApproved for future payment

CENTRAL COLLEGE SCHOLARSHIPS
812 UNIVERSITY ST
PELLA,IA50219
  PC 2024 ACCRUAL $175,000 175,000

GRANTS
102 MAIN STREET
PELLA,IA50219
  PC 2024 GRANTS ACCRUAL 6,750

MATCHING GIFTS
102 MAIN STREET
PELLA,IA50219
  PC 2024 MATCHING GIFTS ACCRUAL 104,913

PELLA CORP EMPLOYEE SCHOLARSHIPS ACCRUAL
102 MAIN STREET
PELLA,IA50219
  PC 2024 ACCRUAL $198,000 2025 ACCRUAL $134,000 2026 ACCRUAL $68,000 400,000

PELLA DOLLARS FOR SCHOLARSHIPS (CHARLES S FARVER) ACCRUAL
102 MAIN STREET
PELLA,IA50219
  PC 2024 ACCRUAL $12,000 12,000

PELLA DOLLARS FOR SCHOLARSHIPS (SERVANT LEADERSHIP SCHOLARSHIP)
102 MAIN STREET
PELLA,IA50219
  PC 2024 ACCRUAL $6,000 6,000

RUTH ANN MARSHALL SCHOLARSHIP (NEW WORLD) ACCRUAL
102 MAIN STREET
PELLA,IA50219
  PC 2024 ACCRUAL $2,500 2,500

WISE (WOMEN IN SCIENCE AND ENGINEERING)
102 MAIN STREET
PELLA,IA50219
  PC 2024 ACCURAL $24,000 24,000
Total ................................. right arrow 3b 731,163
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 660,687  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 285,737  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 946,424 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
946,424
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
PELLA ROLSCREEN FOUNDATION
 
C/O PELLA CORPORATION
EIN:
23-7043881
Name of Bond End of Year Book Value End of Year Fair Market Value
VANGUARD TOTAL BOND MARKET INDEX 2,553,732 2,553,732
VANGUARD SHORT-TERM BOND INDEX 3,375,327 3,375,327
GOLDMAN SACHS GLOBAL CORE FIXED INCOME FUND INSTITUTIONAL CLASS 1,926,103 1,926,103

TY 2023 InvestmentsCorpStockSchedule
Name:
PELLA ROLSCREEN FOUNDATION
 
C/O PELLA CORPORATION
EIN:
23-7043881
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD INSTITUTIONAL INDEX FUND 1,758,444 1,758,444
VANGUARD MID CAP INDEX FUND 1,050,228 1,050,228
VANGUARD SMALL CAP INDEX FUND 685,809 685,809
BLACKROCK TOTAL RETURN FUND CLASS K 2,502,590 2,502,590
EUROPACIFIC GROWTH FUND CLASS F3 814,810 814,810
T. ROWE PRICE INTERNATIONAL DISCOVERY FD CL I 537,893 537,893
VANGUARD FEDERAL MONEY MARKET FUND 3,967,174 3,967,174

TY 2023 LegalFeesSchedule
Name:
PELLA ROLSCREEN FOUNDATION
 
C/O PELLA CORPORATION
EIN:
23-7043881
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DORSEY & WHITNEY LLP 8,145 0   0


TY 2023 OtherExpensesSchedule
Name:
PELLA ROLSCREEN FOUNDATION
 
C/O PELLA CORPORATION
EIN:
23-7043881
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WEBSITE EXPENSE 57,511 0   0
BANK CHARGES 104 0   0
INTERNET SERVICES 479 0   0
SMARTER SELECT 3,500 0   0
CANDID 2,199 0   0


TY 2023 OtherIncreasesSchedule
Name:
PELLA ROLSCREEN FOUNDATION
 
C/O PELLA CORPORATION
EIN:
23-7043881
Description Amount
INCRS IN UNRLZD LOSS IN MRKT VAL OF INVSTMNTS HELD FRM 12/31/22 TO 12/31/23 697,628
EXCISE TAX ACCRUAL ADJUSTMENT 10,500


TY 2023 OtherLiabilitiesSchedule
Name:
PELLA ROLSCREEN FOUNDATION
 
C/O PELLA CORPORATION
EIN:
23-7043881
Description Beginning of Year - Book Value End of Year - Book Value
ACCRUED EXCISE TAXES -2,718 -13,218


TY 2023 OtherProfessionalFeesSchedule
Name:
PELLA ROLSCREEN FOUNDATION
 
C/O PELLA CORPORATION
EIN:
23-7043881
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 60,000 60,000   0


TY 2023 TaxesSchedule
Name:
PELLA ROLSCREEN FOUNDATION
 
C/O PELLA CORPORATION
EIN:
23-7043881
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 10,500 0   0