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
DEB & BOB PULVER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1310 TULIP TREE LN
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST DES MOINES, IA502666674
A Employer identification number

46-3734956
B Telephone number (see instructions)

(515) 669-6081
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$19,406,552J 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) 17,592,998
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 294,487 294,487  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -208,672
b Gross sales price for all assets on line 6a 1,268,392
7 Capital gain net income (from Part IV, line 2)... 0
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
53,123 54,662  
12 Total. Add lines 1 through 11........ 17,731,936 349,149  
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).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,000 2,500   2,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
56,909 56,909   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,660 660   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
71,721 46,335   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 149,290 106,404   2,525
25 Contributions, gifts, grants paid....... 522,709 522,709
26 Total expenses and disbursements. Add lines 24 and 25 671,999 106,404   525,234
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,059,937
b Net investment income (if negative, enter -0-) 242,745
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......... 30,649 153,979 153,979
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)....... 28,289 Click to see attachment
List of Attached Documents:
// Content
499,353 		523,764
c Investments—corporate bonds (attach schedule)....... 148,218 Click to see attachment
List of Attached Documents:
// Content
2,910,865 		2,977,098
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).......... 1,062,250 Click to see attachment
List of Attached Documents:
// Content
14,765,146 		15,751,711
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) 1,269,406 18,329,343 19,406,552
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,269,406 18,329,343
29 Total net assets or fund balances (see instructions)..... 1,269,406 18,329,343
30 Total liabilities and net assets/fund balances (see instructions). 1,269,406 18,329,343
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
1,269,406
2
Enter amount from Part I, line 27a .....................
2
17,059,937
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,329,343
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
18,329,343
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 PE PREMIER CARLYLE DIS OP IV OFFSHORE FEEDER K-1 P    
c PE PREMIER CARLYLE DIS OP IV OFFSHORE FEEDER K-1 P    
d CEMOF II AIV THREE LP K-1 P    
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 1,268,392   1,486,608 -218,216
b       8,685
c       617
d       242
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       -218,216
b       8,685
c       617
d       242
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 -208,672
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 3,374
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 3,374
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 3,374
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,706
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,206
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 2,832
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,832 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
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 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 arrowSHERRY A WILKINSON Telephone no.right arrow (515) 669-6081

Located atright arrow5058 GRAND RIDGE DRIVEWEST DES MOINESIA ZIP+4right arrow50265
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
DEBRA L PULVER PRESIDENT/DIRECTOR
1.00 		0 0 0
1310 TULIP TREE LANE
WEST DES MOINES,IA50266
SHERRY WILKINSON SEC/TREAS/DIRECTOR
1.00 		0 0 0
1310 TULIP TREE LANE
WEST DES MOINES,IA50266
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
5,937,649
b
Average of monthly cash balances.......................
1b
2,822,340
c
Fair market value of all other assets (see instructions)................
1c
800,059
d
Total (add lines 1a, b, and c).........................
1d
9,560,048
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
9,560,048
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
143,401
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,416,647
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
470,832
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
470,832
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,374
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,374
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
467,458
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
467,458
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
467,458
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
525,234
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
525,234
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 7 467,458
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...... 2,434
b From 2019...... 735,475
c From 2020...... 554,903
d From 2021...... 247,074
e From 2022...... 424,107
f Total of lines 3a through e ........ 1,963,993
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 525,234
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..... 467,458
e Remaining amount distributed out of corpus 57,776
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 2,021,769
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) ... 		2,434
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,019,335
10 Analysis of line 9:
a Excess from 2019.... 735,475
b Excess from 2020.... 554,903
c Excess from 2021.... 247,074
d Excess from 2022.... 424,107
e Excess from 2023.... 57,776
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).)
DEBRA L PULVER
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

ABOVE & BEYOND CANCER

1915 GRAND AVENUE
DES MOINES,IA50309 		NONE PC GENERAL OPERATING BUDGET 1,000

ARIZONA DRESSAGE ASSOCIATION

43134 W COUNTRY GABLES DRIVE
GLENDALE,AZ85306 		NONE PC GENERAL OPERATING BUDGET 1,250

ARIZONA HUMANE SOCIETY

1521 W DOBBINS ROAD
PHOENIX,AZ85041 		NONE PC GENERAL OPERATING BUDGET 8,500

ARIZONA MUSICFEST

PO BOX 25455
SCOTTSDALE,AZ85255 		NONE PC GENERAL OPERATING BUDGET 1,000

ARIZONA SCIENCE CENTER

600 E WASHINGTON ST
PHOENIX,AZ85004 		NONE PC GENERAL OPERATING BUDGET 500

BOYS & GIRLS CLUB OF CENTRAL IOWA

1421 WALKER STREET
DES MOINES,IA50316 		NONE PC GENERAL OPERATING BUDGET 10,000

CENTRAL ARIZONA EQUESTRIAN EDUCATION

41655 N KENWORTHY RD
SAN TAN VALLEY,AZ85140 		NONE PC GENERAL OPERATING BUDGET 2,000

CHILDREN AND FAMILY URBAN MINISTRIES

PO BOX 41125
DES MOINES,IA50311 		NONE PC GENERAL OPERATING BUDGET 1,000

CYSTIC FIBROSIS FOUNDATION - IOWA CHAPT

1501 42ND STREET SUITE 230
WEST DES MOINES,IA50266 		NONE PC GENERAL OPERATING BUDGET 1,000

GENESIS YOUTH FOUNDATION

2500 UNIVERSITY AVE
DES MOINES,IA50311 		NONE PC GENERAL OPERATING BUDGET 2,500

GREAT OUTDOORS FOUNDATION

501 SW 7TH ST STE G
DES MOINES,IA50309 		NONE PC GENERAL OPERATING BUDGET 25,000

HIGHLANDS CHURCH

9050 E PINNACLE PEAK ROAD
SCOTTSDALE,AZ85255 		NONE PC GENERAL OPERATING BUDGET 10,000

IOWA STATE UNIVERSITY FOUNDATION

2505 UNIVERSITY BLVD
AMES,IA50010 		NONE PC GENERAL OPERATING BUDGET 107,409

LITSHOP

614 HAVEN ST
ST LOUIS,MO63111 		NONE PC GENERAL OPERATING BUDGET 250

LUTHERAN CHURCH OF HOPE

925 JORDAN CREEK PARKWAY
WEST DES MOINES,IA50266 		NONE PC GENERAL OPERATING BUDGET 10,000

MANHATTAN COLLEGE

4513 MANHATTAN COLLEGE PKWY
RIVERDALE,NY10471 		NONE PC GENERAL OPERATING BUDGET 200,000

MERCYONE DES MOINES FOUNDATION

411 LAUREL SUITE 2250
DES MOINES,IA50314 		NONE PC GENERAL OPERATING BUDGET 20,000

RONALD MCDONALD HOUSE CHARITIES OF CENTRAL IOWA

1441 PLEASANT STREET
DES MOINES,IA50314 		NONE PC GENERAL OPERATING BUDGET 500

SOUTHERN CALIFORNIA EQUESTRIAN SPORTS (SCES)

1902 ORANGE TRAIL LN SUITE 130
REDLANDS,CA92374 		NONE PC GENERAL OPERATING BUDGET 2,500

STRANDS OF STRENGTH INC

1310 TULIP TREE LN
WEST DES MOINES,IA50266 		NONE PC GENERAL OPERATING BUDGET 13,800

UNITY POINT HEALTH - DES MOINES FOUNDATION

1415 WOODLAND AVE SUITE E-200
DES MOINES,IA503093203 		NONE PC BLANK CHILDREN'S HOSPITAL 1,500

UNITY POINT HEALTH - DES MOINES FOUNDATION

1415 WOODLAND AVE SUITE E-200
DES MOINES,IA50309 		NONE PC GENERAL OPERATING BUDGET 102,000

VARIETY - THE CHILDREN'S CHARITY IN IOWA

505 5TH AVENUE SUITE 310
DES MOINES,IA50309 		NONE PC GENERAL OPERATING BUDGET 1,000
Total .................................right arrow 3a 522,709
bApproved for future payment
Total ................................. right arrow 3b 0
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 ....     14 294,487  
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 .....     14 54,662  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -208,672  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRENTAL REAL ESTATE LOSS - BH1 PROPERTIES LP K-1 		525990 -16,856      
bORDINARY INCOME - PE PREMIER CARLYLE DISTRESSED OPP IV   18,344      
cSEC 1231 LOSS - PRE PREMIER CARLYLE DISTRESSED OPP IV   -3,027      
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -1,539 140,477 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
138,938
(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
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
2023
Name of the organization
DEB & BOB PULVER FOUNDATION
 
Employer identification number

46-3734956
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
DEB & BOB PULVER FOUNDATION
  		Employer identification number
46-3734956
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
ROBERT PULVER ESTATE
 
1310 TULIP TREE LANE
 
WEST DES MOINES, IA50266

$ 17,592,998


(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.)
(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
DEB & BOB PULVER FOUNDATION
  		Employer identification number

46-3734956
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
1
 PUBLICLY TRADED SECURITIES $ 17,419,832  
(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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
DEB & BOB PULVER FOUNDATION
  		Employer identification number

46-3734956
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
DEB & BOB PULVER FOUNDATION
EIN:
46-3734956
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 5,000 2,500   2,500

TY 2023 InvestmentsCorpBondsSchedule
Name:
DEB & BOB PULVER FOUNDATION
EIN:
46-3734956
Name of Bond End of Year Book Value End of Year Fair Market Value
BLACKROCK STRATEGIC INCO 1,684,235 1,729,261
CARLYLE TACTICAL PRIVATE CR FD CL N 493,728 495,607
LOOMIS SAYLES INVESTMENT 61,455 61,393
OAKMARK INTERNATIONAL AD 671,447 690,837

TY 2023 InvestmentsCorpStockSchedule
Name:
DEB & BOB PULVER FOUNDATION
EIN:
46-3734956
Name of Stock End of Year Book Value End of Year Fair Market Value
ARES CAPITAL CORP 499,353 523,764

TY 2023 InvestmentsOtherSchedule2
Name:
DEB & BOB PULVER FOUNDATION
EIN:
46-3734956
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
3M CO AT COST 14,256 14,321
ABBOTT LABORATORIES AT COST 11,850 12,878
ABBVIE INC AT COST 25,891 27,275
ADVANCED ENERGY IND AT COST 10,836 10,674
AGILENT TECHNOLOGIES AT COST 11,354 13,625
AKAMAI TECHNOLOGIES AT COST 5,281 5,917
ALBANY INTL CO AT COST 8,912 9,724
ALNYLAM PHARMACEUTL AT COST 27,345 27,754
ALPHABET INC AT COST 111,810 115,140
ALTRIA GROUP INC AT COST 12,528 11,860
AMAZON.COM INC AT COST 113,383 130,516
ANSYS INC AT COST 7,281 8,709
AON PLC AT COST 6,910 6,111
APOLLO DIVERSIFIED RE FD CL I AT COST 721,231 706,836
APPLIED MATERIALS AT COST 14,917 17,179
ARCH CAP GROUP LTD AT COST 13,407 12,997
ARCHROCK INC AT COST 8,389 10,133
ARES MANAGEMENT CORP AT COST 5,047 5,827
ARGENX SE AT COST 32,593 24,728
ARTHUR GALLAGHER & CO AT COST 37,931 37,555
ASCENDIS PHARMA AT COST 9,144 11,965
AT & T INC AT COST 13,278 15,723
AUTODESK INC AT COST 14,182 16,313
BANK OF AMERICA CORP AT COST 13,044 16,061
BANK OF NY MELLON CO AT COST 12,394 15,094
BH1 PROPERTIES LP AT COST 306,414 306,414
BILL HOLDINGS INC AT COST 20,484 14,931
BIO-RAD LABS INC AT COST 7,697 6,458
BLACKROCK INC AT COST 27,692 34,096
BLOCK INC AT COST 16,341 24,365
BLUEPRINT MEDICINES CORP AT COST 7,976 14,943
BOSTON BEER CO INC AT COST 14,405 13,824
BROADCOM INC AT COST 21,056 27,906
BROOKFIELD ASSET MANAG F AT COST 6,332 57,945
BROOKFIELD INFRASTRUCT F AT COST 22,459 22,509
BROOKFIELD RENEW COR F AT COST 8,690 9,587
BROWN & BROWN INC AT COST 26,804 26,382
BROWN FORMAN CORP AT COST 4,179 4,054
CABOT CORP AT COST 8,278 9,686
CACTUS INC AT COST 24,012 21,565
CADENCE DESIGN SYS AT COST 28,863 32,684
CARLYLE ENERGY MEZZANINE OPP FD II AT COST 3,062 3,062
CARMAX INC AT COST 20,415 21,103
CATERPILLAR INC AT COST 33,803 37,550
CBRE GROUP INC AT COST 16,450 19,177
CEMOF II AIV THREE LP AT COST 322 322
CEMOF II AIV TWO LP AT COST 96,038 96,038
CHEVRON CORP AT COST 43,063 40,273
CHIPOTLE MEXICAN GRL AT COST 63,789 77,757
CIRRUS LOGIC INC AT COST 6,475 6,905
CISCO SYSTEMS INC AT COST 35,358 32,787
CITIGROUP INC AT COST 6,847 8,693
CITIZENS FINL GROUP INC AT COST 5,188 6,495
COGNEX CORP AT COST 11,280 10,602
COMCAST CORP AT COST 19,362 19,075
CONNECTONE BANCORP AT COST 2,521 3,093
CONOCOPHILLIPS AT COST 35,361 35,750
CONSTELLATION BRAND AT COST 41,589 40,372
COPART INC AT COST 42,620 47,677
COSTAR GROUP INC AT COST 39,773 43,608
CROWN CASTLE AT COST 9,134 11,058
CSX CORP AT COST 17,869 20,247
DANAHER CORP AT COST 11,454 12,030
DARLING INGREDIENTS AT COST 9,515 8,523
DENNYS CORP AT COST 6,392 7,790
DEXCOM INC AT COST 10,593 14,022
DIGI INTERNTNL AT COST 5,852 5,070
DIODES INC AT COST 8,089 7,971
DOCUSIGN INC AT COST 12,631 16,468
DOMINOS PIZZA INC AT COST 19,019 21,024
DOW INC. AT COST 19,883 20,949
EASTGROUP PROPERTIES AT COST 7,482 7,892
EASTMAN CHEMICAL CO AT COST 10,885 12,395
EMERSON ELECTRIC CO AT COST 12,179 12,458
ENERSYS AT COST 9,458 9,490
ENOVIS CORP AT COST 1,020 1,064
ENTEGRIS INC AT COST 4,644 5,632
EVERGY INC AT COST 11,455 11,327
EVERQUOTE INC AT COST 3,002 5,936
EXXON MOBIL CORP AT COST 45,175 42,292
F B BINL CORP AT COST 6,993 9,245
FANUC LTD JAPAN AT COST 11,940 13,021
FASTENAL CO AT COST 12,645 14,508
FIDELITY NATL FINL AT COST 7,601 9,745
FIFTH THIRD BANCORP AT COST 13,138 18,142
FIRSTCASH HLDGS INC AT COST 5,381 6,178
FORD MOTOR CO AT COST 16,614 17,200
FORMFACTOR INC AT COST 6,274 7,508
FOUR CORNERS PROPERTY TR AT COST 4,900 5,085
FRANKLIN ELECTRIC CO AT COST 9,413 9,665
GAMING & LEISURE PPT AT COST 7,302 7,896
GARTNER INC AT COST 17,203 22,104
GENERAL DYNAMICS AT COST 16,337 19,216
GILEAD SCIENCES INC AT COST 15,925 17,012
HACKETT GROUP INC AT COST 6,606 6,307
HEALTHPEAK PPTYS INC AT COST 7,892 8,237
HEICO CORP AT COST 37,227 40,168
HEXCEL CORP AT COST 6,684 7,006
HILTON WORLDWIDE HLD AT COST 32,758 40,060
HOME DEPOT AT COST 34,384 38,467
HORACE MANN EDUCATOR AT COST 3,070 3,433
HOWARD HUGHES HOLDING CO AT COST 3,737 4,363
HUBSPOT INC AT COST 22,220 25,544
HUNTINGTON BANCSHS AT COST 7,326 8,853
HYATT HOTELS AT COST 7,661 9,129
IBM CORP AT COST 13,675 15,701
IDEXX LABS INC AT COST 8,427 9,991
INSPERITY INC AT COST 5,532 6,564
INTERCONTINENTAL EXC AT COST 13,838 15,412
INTUITIVE SURGICAL AT COST 33,840 37,447
ISHARES CORE S&P 500 AT COST 1,593,085 1,774,873
ISHARES RUSSELL 2000 AT COST 301,111 334,584
ISHARES RUSSELL MID CAP AT COST 829,362 910,374
ISHARES RUSSELL TOP 200 AT COST 1,023,350 1,135,018
ISHARES TR IS 1 5 YR IN AT COST 904,279 926,642
JACK IN THE BOX INC AT COST 5,702 6,367
JOHNSON & JOHNSON AT COST 36,243 35,110
JOHNSON CONTROLS AT COST 11,960 12,393
JP MORGAN CHASE & CO AT COST 45,606 53,241
JPMORGAN EMERGING MARKET AT COST 656,918 673,745
KEYSIGHT TECH INC AT COST 22,965 27,682
KIMBALL ELECTRONICS AT COST 9,350 8,570
KINDER MORGAN INC AT COST 16,325 17,128
KKR & CO INC AT COST 29,571 40,679
LAMAR ADVERTISING CO0050 AT COST 12,493 15,623
LENNAR CORP AT COST 15,400 20,568
LIBERTY MEDIA CORP AT COST 765 754
LIBERTY MEDIA CORP AT COST 10,678 10,164
LITTELFUSE INC AT COST 6,916 7,224
LIVE NATION ENTRTMNT AT COST 18,517 20,405
LOCKHEED MARTIN CORP AT COST 15,894 16,770
LUXFER HLDGS PLC AT COST 4,021 2,861
MARKEL GROUP INC AT COST 26,571 25,558
MARTIN MARIETTA MATERIAL AT COST 11,752 13,471
MASTERCARD INC AT COST 41,897 43,931
MCDONALD'S CORP AT COST 22,834 25,203
MEDTRONIC AT COST 15,217 15,817
MERCK & CO INC AT COST 29,742 30,199
MERITAGE HOMES CORP AT COST 5,073 6,794
METLIFE INC AT COST 26,434 28,370
MGP INGREDIENTS INC AT COST 6,227 5,419
MICROCHIP TECHNOLOGY AT COST 14,393 16,413
MICROSOFT CORP AT COST 43,251 50,765
MICROSOFT CORP AT COST 52,556 56,782
MODELEZ INTL AT COST 9,838 10,575
MONOLITHIC POWER SYS AT COST 23,838 30,277
MONOLITHIC POWER SYS AT COST 4,991 6,308
MOODYS CORP AT COST 7,140 8,592
MOOG INC AT COST 5,905 7,384
MSCI INC AT COST 11,944 13,010
MYRIAD GENETICS INC AT COST 3,406 3,847
NETFLIX INC AT COST 29,145 34,568
NIKE INC AT COST 29,014 31,485
NOV INC AT COST 8,904 8,842
NVIDIA CORP AT COST 112,510 116,377
OKTA INC AT COST 33,889 40,557
ORACLE CORP AT COST 12,101 10,965
OREILLY AUTOMOTIVE AT COST 39,337 40,853
OXFORD INDS INC AT COST 5,455 5,700
PAPA JOHN'S INTL INC AT COST 6,223 6,632
PARKER-HANNIFIN CORP AT COST 12,879 14,742
PAYLOCITY HLDG CORP AT COST 17,255 14,177
PE PREMIER CARLYLE DISTR OPP IV ONSHORE FEEDER LP AT COST 929,148 929,148
PEBBLEBROOK HOTEL TR AT COST 4,492 5,146
PENN ENTMT INC AT COST 5,276 6,193
PEPSICO INC AT COST 21,511 21,570
PERIMETER SOLUTIONS SA F AT COST 1,721 1,592
PFIZER INC AT COST 25,497 20,930
PHILIP MORRIS INTL AT COST 25,537 25,778
PNC FINL SERVICES AT COST 10,490 13,627
PROCTER & GAMBLE AT COST 43,056 42,497
PROGRESSIVE CO OHIO AT COST 13,571 15,928
PROLOGIS INC AT COST 20,226 23,061
PRUDENTIAL FINL AT COST 26,031 29,039
PUB SVC ENTERPISE GP AT COST 13,685 14,248
QUALCOMM INC AT COST 17,758 23,575
RAYMOND JAMES FINL AT COST 5,252 5,686
REGENERON PHARMS INC AT COST 52,503 55,332
ROCKET LABORATORY USA INC AT COST 8,659 8,726
ROPER TECHNOLOGIES AT COST 31,028 34,346
ROSS STORES INC AT COST 3,277 3,875
S & P GLOBAL INC AT COST 13,726 15,859
SALESFORCE INC AT COST 38,885 48,681
SANMINA CORP AT COST 10,250 9,555
SBA COMMUNICATIONS AT COST 17,196 20,803
SHERWIN WILLIAMS CO AT COST 4,248 5,302
SOUTHERN CO AT COST 22,900 24,402
STEELCASE INC. AT COST 4,217 5,746
SUMMIT MATERIALS INC AT COST 3,715 4,077
TECHTARGET INC AT COST 6,424 7,704
TELEDYNE TECHNOLOGIES AT COST 4,976 5,355
TESLA INC AT COST 105,282 101,380
THE COCA COLA CO AT COST 21,416 22,276
TRANSDIGM GROUP INC AT COST 43,152 50,580
TRIUMPH FINL INC AT COST 5,351 6,735
TYLER TECHNOLOGIES AT COST 18,794 20,488
UNITED FIRE GROUP AT COST 3,155 3,199
UNITED PARCEL SERVICE AT COST 10,298 9,905
US BANCORP AT COST 16,194 20,428
VAIL RESORTS INC AT COST 10,847 10,673
VANGUARD FTSE DEVELOPED AT COST 1,260,304 1,353,989
VANGUARD REAL ESTATE AT COST 335,429 367,401
VANGUARD TOTAL BOND AT COST 1,632,740 1,672,674
VERISIGN INC AT COST 16,282 16,271
VERISK ANALYTICS INC AT COST 17,751 17,676
VERISK ANALYTICS INC AT COST 9,489 9,554
VERIZON COMMUNICATION AT COST 21,975 25,787
VIAVI SOLUTIONS INC AT COST 5,759 6,072
VISA INC AT COST 41,583 44,780
VULCAN MATERIALS COM AT COST 28,386 30,192
W P CAREY INC AT COST 11,257 12,249
WABTEC AT COST 31,556 36,801
WALMART INC AT COST 22,242 22,702
WATERS CORP AT COST 4,125 4,938
WESBANCO INC AT COST 5,272 6,619
WIX COM LTD AT COST 3,012 4,060
WSFS FINL CO AT COST 7,419 8,819
PRINCIPAL SPECTRUM PEF AT COST 480,123 493,846

TY 2023 OtherExpensesSchedule
Name:
DEB & BOB PULVER FOUNDATION
EIN:
46-3734956
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PORTFOLIO DEDUCTIONS - BH1 PROPERTIES LP K-1 353 347   0
754 DEPRECIATION - BH 1 PROPERTIES LP K-1 25,006 0   0
CARLYLE ENERGY MESS OPP FD II K-1 2,961 2,961   0
PE PREMIER CARLYLE DISTRESSED OPP IV ONSHORE FEEDER K-1 43,398 43,024   25
OTHER 3 3   0


TY 2023 OtherIncomeSchedule2
Name:
DEB & BOB PULVER FOUNDATION
EIN:
46-3734956
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INT INCM-BH1 PROPERTIES LP 1,742 1,742 1,742
INT INCM-CARLYLE ENERGY MEZZANINE OPP FUND 3 3 3
INT INCM-CEMOF II AIV TWO 8,517 8,517 8,517
INT INCM-CEMOF II AIV THREE 33 33 33
INT INCM-PE PREMIER OPP IV 39,656 39,656 39,656
DIV INCM-PE PREMIER OPP IV 4,711 4,711 4,711
RENTAL REAL ESTATE LOSS - BH1 PROPERTIES LP K-1 -16,856   -16,856
ORDINARY INCOME - PE PREMIER CARLYLE DISTRESSED OPP IV 18,344   18,344
SEC 1231 LOSS - PRE PREMIER CARLYLE DISTRESSED OPP IV -3,027   -3,027


TY 2023 OtherProfessionalFeesSchedule
Name:
DEB & BOB PULVER FOUNDATION
EIN:
46-3734956
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEE 56,909 56,909   0


TY 2023 TaxesSchedule
Name:
DEB & BOB PULVER FOUNDATION
EIN:
46-3734956
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES PAID 15,000 0   0
PE PREMIER CARLYLE DISTRESSED OPP IV ONSHORE FEEDER K-1 FOREIGN TAX PD 660 660   0