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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
JOHN K AND LUISE V HANSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 450
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FOREST CITY, IA504360450
A Employer identification number

42-1343843
B Telephone number (see instructions)

(641) 582-2825
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$66,838,758J 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 50,898 50,898  
4 Dividends and interest from securities... 831,261 828,092  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
2,676,289
b Gross sales price for all assets on line 6a 19,152,252
7 Capital gain net income (from Part IV, line 2)... 2,658,851
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
124,376 23,615  
12 Total. Add lines 1 through 11........ 3,682,824 3,561,456  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 34,000 0   34,000
14 Other employee salaries and wages...... 20,000 0   20,000
15 Pension plans, employee benefits....... 4,131 0   4,131
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
65,598 65,598   0
17 Interest............... 31,402 27,586   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
79,654 5,219   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
400,176 296,409   2,632
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 634,961 394,812   60,763
25 Contributions, gifts, grants paid....... 3,095,900 3,095,900
26 Total expenses and disbursements. Add lines 24 and 25 3,730,861 394,812   3,156,663
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -48,037
b Net investment income (if negative, enter -0-) 3,166,644
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 3,339,134 2,940,454 2,940,454
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) 7,406,097 Click to see attachment
List of Attached Documents:
// Content
6,910,151 		7,004,145
b Investments—corporate stock (attach schedule)....... 4,576,602 Click to see attachment
List of Attached Documents:
// Content
4,717,241 		8,263,795
c Investments—corporate bonds (attach schedule)....... 3,727,692 Click to see attachment
List of Attached Documents:
// Content
4,337,448 		4,403,931
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).......... 25,503,000 Click to see attachment
List of Attached Documents:
// Content
24,578,794 		44,226,433
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) 44,552,525 43,484,088 66,838,758
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........... 44,552,525 43,484,088
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)..... 44,552,525 43,484,088
30 Total liabilities and net assets/fund balances (see instructions). 44,552,525 43,484,088
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
44,552,525
2
Enter amount from Part I, line 27a .....................
2
-48,037
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
44,504,488
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,020,400
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
43,484,088
Form 990-PF (2024)
Form 990-PF (2024)
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 THRU SCH K-1 - FIFTH AVENUE PRIVATE EQUITY 9 LLC P    
c THRU SCH K-1 - FIFTH AVENUE PRIVATE EQUITY 11 LLC P    
d THRU SCH K-1 - FIFTH AVENUE PRIVATE EQUITY 12 LLC P    
e THRU SCH K-1 - FIFTH AVENUE PRIVATE EQUITY 13 LLC P    
THRU SCH K-1 - FIFTH AVENUE PRIVATE EQUITY 14 LLC P    
THRU SCH K-1 - FIFTH AVENUE PRIVATE EQUITY 15 LLC P    
THRU SCH K-1 - FIFTH AVENUE PRIVATE EQUITY 16 LLC P    
THRU SCH K-1 - FIFTH AVENUE PRIVATE EQUITY 17 LLC P    
THRU SCH K-1 - FIFTH AVENUE REAL ASSETS 2 LLC P    
THRU SCH K-1 - FIFTH AVENUE REAL ASSETS 3 LLC P    
THRU SCH K-1 - FIFTH AVENUE REAL ASSETS 4 LLC P    
THRU SCH K-1 - FIFTH AVENUE REAL ASSETS 5 LLC P    
THRU SCH K-1 - FIFTH AVENUE REAL ASSETS 6 LLC P    
LINDSAY GOLDBERG III - BT LP P    
CAPITAL GAINS DIVIDENDS P    
(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 18,145,566   17,421,591 723,975
b       30,305
c       73,125
d       15,576
e       139,779
      99,701
      54,571
      29,605
      17,485
      2,168
      24,999
      34,942
      -6,892
      1,200
      411,626
1,006,686     1,006,686
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       723,975
b       30,305
c       73,125
d       15,576
e       139,779
      99,701
      54,571
      29,605
      17,485
      2,168
      24,999
      34,942
      -6,892
      1,200
      411,626
      1,006,686
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 2,658,851
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 44,016
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 44,016
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 44,016
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 86,927
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 86,927
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 42,911
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow42,911 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrowCRAIG BRAGET Telephone no.right arrow (641) 582-2825

Located atright arrowPO BOX 450FOREST CITYIA ZIP+4right arrow504360450
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 2024, 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 (2024)
Form 990-PF (2024)
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)
Yes
 
(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
 
No
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
JOHN V HANSON DIRECTOR, PRESIDENT
10.00 		0 0 0
PO BOX 450
FOREST CITY,IA504360450
GREGORY BOMAN DIRECTOR
10.00 		0 0 0
PO BOX 450
FOREST CITY,IA504360450
MARY JO BOMAN DIRECTOR
10.00 		0 0 0
PO BOX 450
FOREST CITY,IA504360450
JANET COE DIRECTOR
10.00 		0 0 0
PO BOX 450
FOREST CITY,IA504360450
PAUL D HANSON DIRECTOR
10.00 		0 0 0
PO BOX 450
FOREST CITY,IA504360450
JOHN J HANSON DIRECTOR
10.00 		0 0 0
PO BOX 450
FOREST CITY,IA504360450
CRAIG BRAGET SECRETARY, TREASURER
10.00 		26,000 0 0
PO BOX 450
FOREST CITY,IA504360450
LINDA KAY SECRETARY, TREASURER
10.00 		8,000 0 0
PO BOX 450
FOREST CITY,IA504360450
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 (2024)
Form 990-PF (2024)
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
BESSEMER TRUST INVESTMENT MANAGEMENT AND ADVISORY 65,598
1271 AVENUE OF THE AMERICAS 42ND
FLOOR
NEW YORK,NY100201401
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 (2024)
Form 990-PF (2024)
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
63,801,343
b
Average of monthly cash balances.......................
1b
254,954
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
64,056,297
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
64,056,297
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
960,844
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
63,095,453
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,154,773
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
3,154,773
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
44,016
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
2,513
c
Add lines 2a and 2b............................
2c
46,529
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,108,244
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,108,244
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
3,108,244
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
3,156,663
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
3,156,663
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 3,108,244
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 2,979,550
b From 2020......  
c From 2021......  
d From 2022...... 3,469,800
e From 2023...... 1,072,882
f Total of lines 3a through e ........ 7,522,232
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,156,663
a Applied to 2023, 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 2024 distributable amount..... 3,108,244
e Remaining amount distributed out of corpus 48,419
5 Excess distributions carryover applied to 2024. 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 7,570,651
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		2,979,550
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		4,591,101
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 3,469,800
d Excess from 2023.... 1,072,882
e Excess from 2024.... 48,419
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CRAIG BRAGET FOUNDATION SECRETARY T
PO BOX 450
FOREST CITY,IA504360450
(641) 582-2825
CBRAGET@MBTBANK.BANK
bThe form in which applications should be submitted and information and materials they should include:
PLEASE VISIT THE FOUNDATION'S WEBSITE AT HTTPS://WWW.HANSONFOUNDATION.ORG/HOW-TO-APPLY/ FOR FULL APPLICATION DETAILS. APPLICATIONS MUST INCLUDE A COMPLETED APPLICATION COVER SHEET (AVAILABLE ON THE FOUNDATION'S WEBSITE), ALONG WITH A PROJECT BUDGET AND A CONDENSED CURRENT FINANCIAL STATEMENT.
cAny submission deadlines:
APPLICATION "RECEIVED BY" DEADLINES: MARCH 1, JUNE 1, SEPTEMBER 1, AND DECEMBER 1.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE AWARDED ONLY TO ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER IRC SECTION 501(C)(3) AND NOT CLASSIFIED AS PRIVATE FOUNDATIONS UNDER SECTION 509(A), OR TO GOVERNMENT ENTITIES. THE FOUNDATION PRIMARILY SERVES NORTH CENTRAL IOWA AND SOUTH CENTRAL MINNESOTA, WITH MOST GRANTS SUPPORTING ORGANIZATIONS IN FOREST CITY. PREFERENCE IS GIVEN TO PROJECTS THAT LEVERAGE MATCHING FUNDS OR USE FOUNDATION SUPPORT TO CATALYZE ADDITIONAL FUNDRAISING. REQUESTS OUTSIDE THESE AREAS MAY BE CONSIDERED IF THEY ALIGN WITH THE FOUNDATION'S MISSION TO STRENGTHEN COMMUNITIES.
Form 990-PF (2024)
Form 990-PF (2024)
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

AFS INTERCULTURAL PROGRAMS INC

5 HANOVER SQUARE SUITE 1402
NEW YORK,NY10004 		N/A PC GENERAL OPERATING SUPPORT 4,000

ALANO SOCIETY OF CLEAR LAKE INC

1115 E MAIN STREET
CLEAR LAKE,IA50428 		N/A PC REROOF CLUBHOUSE 5,000

AUSTIN AREA ARTS

300 N MAIN STREET
AUSTIN,MN55912 		N/A PC PARAMOUNT THEATRE RENOVATION 25,000

BELMOND AREA ARTS COUNCIL

PO BOX 182
BELMOND,IA50421 		N/A PC RAISING THE ROOF OVER THE IOWA RIVER PLAYERS 5,000

BELMOND AREA ARTS COUNCIL

PO BOX 182
BELMOND,IA50421 		N/A PC NATIONAL CONFERENCE 2,400

BELMOND HISTORICAL SOCIETY

223 E MAIN STREET
BELMOND,IA50421 		N/A PC VETERAN DISPLAY CASE 2,500

BLOOMING PRAIRIE YOUTH CLUB

401 4TH STREET SE
BLOOMING PRAIRIE,MN55917 		N/A PC SAFETY AND SECURITY UPGRADES 15,000

BLUE STARS PERFORMING ARTS FOR YOUTH INC

PO BOX 2523
LA CROSSE,WI54602 		N/A PC SPRING TRAINING CAMP AT FOREST CITY 30,000

BRICKSTREET THEATRE INC

PO BOX 141
FOREST CITY,IA50436 		N/A PC SCROOGE, THE MUSICAL 5,000

BUILD A BETTER BELMOND

PO BOX 135
BELMOND,IA50421 		N/A PC LUICK MEMORIAL POOL REBUILDING 10,000

CARING PREGNANCY CENTER

830 15TH STREET SW
MASON CITY,IA50401 		N/A PC PRENATAL SUPPORT PROGRAM 1,500

CHARLES CITY ARTS COUNCIL

301 N JACKSON STREET
CHARLES CITY,IA50616 		N/A PC 53RD ANNUAL ART-A-FEST 7,500

MACNIDER ART MUSEUM FOUNDATION

303 SECOND STREET SE
MASON CITY,IA50401 		N/A PC WHAT IS A LITHOGRAPH 3,000

CHILDRENS CANCER CONNECTION

5701 GREENDALE ROAD
JOHNSTON,IA50131 		N/A PC 2025 CAMP HEART CONNECTION 6,000

CITY OF BLOOMING PRAIRIE

138 HIGHWAY AVENUE S
BLOOMING PRAIRIE,MN55917 		N/A GOV CENTRAL PARK REVITALIZATION PROJECT 30,000

CITY OF BLOOMING PRAIRIE

138 HIGHWAY AVENUE S
BLOOMING PRAIRIE,MN55917 		N/A GOV PICKLEBALL COURT PROJECT 20,000

CITY OF BUFFALO CENTER

103 1ST AVENUE NE
BUFFALO CENTER,IA50424 		N/A GOV POOL REPLASTER PROJECT 25,000

CITY OF CLEAR LAKE

15 N 6TH STREET
CLEAR LAKE,IA50428 		N/A GOV CLEAR LAKE EARTH DAYS 2,000

CITY OF CLEAR LAKE

15 N 6TH STREET
CLEAR LAKE,IA50428 		N/A GOV NORTH IOWA CORRIDOR 7,000

CITY OF CLEAR LAKE

15 N 6TH STREET
CLEAR LAKE,IA50428 		N/A GOV PICKLEBALL SHELTER 25,000

CITY OF CRYSTAL LAKE

100 W WOODSTOCK STREET
CRYSTAL LAKE,IL60014 		N/A GOV FIRE STATION AND MAINTENANCE SHOP REPAIRS 7,000

CITY OF DODGE CENTER

35 E MAIN STREET
DODGE CENTER,MN55927 		N/A GOV DODGER DAYS 9,000

CITY OF FOREST CITY

PO BOX 346
FOREST CITY,IA50436 		N/A GOV CHRISTMAS LIGHTING AND HOLIDAY BANNERS 3,000

CITY OF FOREST CITY

PO BOX 346
FOREST CITY,IA50436 		N/A GOV TAXILANE UPGRADES 59,000

CITY OF FOREST CITY

PO BOX 346
FOREST CITY,IA50436 		N/A GOV PUCKERBRUSH DAYS 15,000

CITY OF FOREST CITY

PO BOX 346
FOREST CITY,IA50436 		N/A GOV RAGBRAI LII ENTERTAINMENT 20,000

CITY OF FOREST CITY

PO BOX 346
FOREST CITY,IA50436 		N/A GOV IMPROVEMENT AND GROWTH OF FOREST CITY 32,000

CITY OF FOREST CITY

PO BOX 346
FOREST CITY,IA50436 		N/A GOV BAND SPONSOR 1,000

CITY OF HAYFIELD

8 W MAIN STREET
HAYFIELD,MN55940 		N/A GOV CITY PLAYGROUND 20,000

CITY OF HAYFIELD

8 W MAIN STREET
HAYFIELD,MN55940 		N/A GOV FIRE DEPARTMENT SCBA UPDATE 10,000

CITY OF RICEVILLE

123 W MAIN STREET
RICEVILLE,IA50466 		N/A GOV ELF SHOP 13,000

CITY OF VENTURA

4 N WEIMER STREET
VENTURA,IA50482 		N/A GOV WEST LAKE PARK PLAYGROUND EQUIPMENT 5,500

CLEAR LAKE ARTS COUNCIL

17 S 4TH STREET
CLEAR LAKE,IA50428 		N/A PC PERFORMING ARTS WING 4,000

CLEAR LAKE COMMUNITY SCHOOL FOUNDATION INC

PO BOX 357
CLEAR LAKE,IA50428 		N/A PC PERFORMING ARTS CENTER 50,000

CLEAR LAKE DEVELOPMENT FOUNDATION

205 MAIN AVENUE
CLEAR LAKE,IA50428 		N/A PC ROOFTOP PATIO NAMING RIGHTS 50,000

CLEAR LAKE UNITED METHODIST CHURCH FOUNDATION

16335 EL CAMINO REAL
HOUSTON,TX77062 		N/A PC CLEAR LAKE VENTURA FOOD PANTRY - MEAT DISTRIBUTION 10,000

COLTS CORNER DAYCARE CENTER

503 4TH STREET NE
BELMOND,IA50421 		N/A PC EDUCATIONAL MATERIALS AND TOYS - BINTOWN 6,000

COMMUNITY KITCHEN OF NORTH IOWA

606 N MONROE AVENUE
MASON CITY,IA50401 		N/A PC WALK-IN FREEZER COOLING EQUIPMENT 3,000

CONFLUENCE MINISTRIES

1400 N QUITMAN STREET
DENVER,CO80204 		N/A PC GENERAL OPERATING SUPPORT 5,000

CRAZY LOVE AFRICA

6750 E EXPOSITION AVENUE
DENVER,CO80224 		N/A PC DESIGNATED FOR MATCHING FUNDS ON RECOMMENDATION OF GREG 5,000

DISABLED AMERICAN VETERANS

860 DOLWICK DRIVE
ERLANGER,KY41018 		N/A PC DAV AND VETS MONUMENT 5,000

DUNCAN HEIGHTS INC

236 STATE STREET
GARNER,IA50438 		N/A PC HEATERS 5,000

EAGLE PROJECTS INTERNATIONAL

110 BURROUGH ROAD
SANGERVILLE,ME04479 		N/A PC GENERAL OPERATING SUPPORT 5,000

FERTILE PUBLIC LIBRARY

204 W MAIN STREET
FERTILE,IA50434 		N/A PC NON-FICTION BOOK UPDATE 3,000

FLOYD COUNTY HISTORICAL SOCIETY MUSEUM

217 N LOCUST STREET
FLOYD,VA24091 		N/A PC ELECTRONIC SIGN UPGRADE 2,000

FOREST CITY EDUCATION FOUNDATION

PO BOX 270
FOREST CITY,IA50436 		N/A PC ANNUAL FUNDING - SENIOR AWARDS NIGHT 2024 200,000

FOREST CITY FAMILY YMCA

16 W I STREET
FOREST CITY,IA50436 		N/A PC CHILDCARE SUPPORT 45,000

FOREST CITY FAMILY YMCA

16 W I STREET
FOREST CITY,IA50436 		N/A PC ALL FOR A BETTER US 30,000

FOREST CITY ROTARY CLUB CHARITABLE TRUST

245 L STREET
FOREST CITY,IA50436 		N/A SO I FOREST CITY'S GOT TALENT 1,500

FOREST CITY ROTARY CLUB CHARITABLE TRUST

245 L STREET
FOREST CITY,IA50436 		N/A SO I ROTARY 100TH ANNIVERSARY MURAL 1,500

FRIENDS OF BEAR CREEK INC

16719 CLAY ROAD
HOUSTON,TX77084 		N/A PC COURSE IMPROVEMENTS 10,000

GARNER CHAMBER OF COMMERCE FOUNDATION

485 STATE STREET
GARNER,IA50438 		N/A PC DUESEY DAYS 2025 10,000

GARNER COMMUNITY CENTER INC

495 STATE STREET
GARNER,IA50438 		N/A PC ROOFING DRAINAGE PROJECT 3,000

GARNER COMMUNITY CHRISTIAN CHILD CARE

580 E US HIGHWAY 18 BOX 84
GARNER,IA50438 		N/A PC VISION FOR EXPANSION 30,000

GARNER HAYFIELD COMMUNITY SCHOOL

PO BOX 134
GARNER,IA50438 		N/A PC BAND INSTRUMENTS 8,000

GIRL SCOUTS OF GREATER IOWA

10715 HICKMAN ROAD
URBANDALE,IA50322 		N/A PC GIRLS TO ATTEND CAMP TANGLEFOOT 10,000

GOPHER HAWKEYE POWER ASSN INC

PO BOX 253
KIESTER,MN56051 		N/A PC FARMING OF YESTERYEAR, JACOBSON BUILDING UPGRADE 4,000

GRACE CHURCH

4200 E 25TH STREET
DES MOINES,IA50317 		N/A PC NIGHT TO SHINE - TIM TEBOW FOUNDATION 2,500

GREATER IOWA YOUTH FOR CHRIST

PO BOX 243
MASON CITY,IA50402 		N/A PC PARENT LIFE PROGRAMMING 8,000

GROUNDWIRE INC

1974 WESTOVER ROAD
CHICOPEE,MA01022 		N/A PC GENERAL OPERATING SUPPORT 25,000

HABITAT FOR HUMANITY INTERNATIONAL INC

803 W 5TH STREET
WATERLOO,IA50702 		N/A PC 2025 HAMMERS AND HEELS 2,500

HANCOCK COUNTY ECONOMIC DEVELOPMENT CORPORATION

650 W 3RD STREET
GARNER,IA50438 		N/A PC 2025 INITIATIVES 12,500

HANCOCK COUNTY ECONOMIC DEVELOPMENT CORPORATION

650 W 3RD STREET
GARNER,IA50438 		N/A PC CHILDCARE ALLIANCE - WAGE SUPPORT INITIATIVE 50,000

HAYFIELD COMMUNITY SCHOOL

PO BOX 134
GARNER,IA50438 		N/A PC SOFTBALL FIELD UPDATE/RENOVATION 15,000

HAYFIELD COMMUNITY SCHOOL

PO BOX 134
GARNER,IA50438 		N/A PC HAYFIELD JR LEGION TOURNAMENT 9,000

HOPE 4 WOMEN INTERNATIONAL

PO BOX 14
FOREST CITY,IA50436 		N/A PC LOCAL PROJECTS 10,000

INFAITH-FOR RIDING LIGHT INFAITH BUFFALO CENTER IA

PO BOX 323
RAKE,IA50424 		N/A PC 2025 PEN EXPANSION PROJECT 5,000

CENTRAL IOWA UNDERWATER SEARCH AND RESCUE

217 NW CHAPEL DRIVE
ANKENY,IA50023 		N/A PC EQUIPMENT UPGRADE 10,000

KIDS AND FAMILIES IN NEED

807 N 6TH STREET
CLEAR LAKE,IA50428 		N/A PC SOUND SYSTEM AT THE LIGHTHOUSE 2,500

KUM ALONG CITIZENS CLUB INC

125 N 7TH STREET
FOREST CITY,IA50436 		N/A PC CONGREGATE HOME MEALS 12,000

LAKE MILLS FIREFIGHTERS ASSOCIATION

200 D WATER STREET
LAKE MILLS,IA53551 		N/A GOV SIGN - DEPARTMENT AND COMMUNITY 12,500

LAKE MILLS AREA HISTORICAL SOCIETY

302 S HARRISON STREET
LAKE MILLS,IA50450 		N/A PC 1901 VICTORIA HOUSE PRESERVATION 10,000

LAKE MILLS AREA MINISTERIAL ASSOCIATION

24770 LAKESIDE DRIVE
LAKE MILLS,IA50450 		N/A PC FOOD AND PERSONAL CARE PRODUCTS 15,000

LAKE MILLS COMMUNITY SCHOOL

102 S 4TH AVENUE EAST
LAKE MILLS,IA50450 		N/A PC BASEBALL/SOFTBALL FIELD 9,000

LAKE MILLS COMMUNITY SCHOOL

102 S 4TH AVENUE EAST
LAKE MILLS,IA50450 		N/A PC BASEBALL BULLPEN RENOVATION 6,000

LAKE MILLS ENTERTAINMENT INC

216 W MAIN STREET
LAKE MILLS,IA50450 		N/A PC THEATER EQUIPMENT UPGRADES 5,000

LAKE MILLS FAMILY CENTER

711 HIGHWAY 69
LAKE MILLS,IA50450 		N/A PC CAMERA SYSTEM 6,500

LAKE MILLS FAMILY CENTER

711 HIGHWAY 69
LAKE MILLS,IA50450 		N/A PC DAYCARE TRANSPORT VAN 5,000

LAKE MILLS FAMILY CENTER

711 HIGHWAY 69
LAKE MILLS,IA50450 		N/A PC CHILDCARE PROGRAM 30,000

LAKE MILLS FOUNDATION FOR COMMUNITY IMPROVEMENTS INC

200 N FIRST AVENUE WEST
LAKE MILLS,IA50450 		N/A PC JULY JUBILEE 10,000

LAKE MILLS FOUNDATION FOR COMMUNITY IMPROVEMENTS INC

200 N FIRST AVENUE WEST
LAKE MILLS,IA50450 		N/A PC CONFERENCE ROOM FURNITURE 3,000

LAKE MILLS SCHOLARSHIP FOUNDATION

603 SOUTH LAKE STREET
LAKE MILLS,IA50450 		N/A PC SCHOLARSHIPS 3,000

LAKOTA PUBLIC LIBRARY

204 3RD STREET
LAKOTA,IA50451 		N/A GOV OUTDOOR LIBRARY BOOK DROP 1,800

LIVING HISTORY FARMS FOUNDATION

2600 NW 111TH STREET
DES MOINES,IA50322 		N/A PC EDUCATION PROGRAMS 2,500

MANTORVILLE RESTORATION ASSOCIATION

PO BOX 311
MANTORVILLE,MN55955 		N/A PC OPERA ROOF 20,000

MASON CITY FAMILY YMCA

1840 S MONROE AVENUE
MASON CITY,IA50401 		N/A PC MOTOR AND PUMP REPAIR 10,000

MASON CITY COMMUNITY SCHOOL DISTRICT

1515 S PENNSYLVANIA AVENUE
MASON CITY,IA50401 		N/A PC MUSIC BOOSTERS - NEW TUBA 7,000

MERCY MEDICAL CENTER FOUNDATION NORTH IOWA

1000 4TH STREET SW
MASON CITY,IA50401 		N/A PC FAMILY CONNECTIONS 10,000

MOLLIES MISSION

22975 295TH STREET
NORA SPRINGS,IA50458 		N/A PC BUILDING RENOVATIONS - FLOORING 4,000

MOWER COUNTY AGRICULTURAL SOCIETY

700 12TH STREET SW
AUSTIN,MN55912 		N/A PC CHILDREN'S BARNYARD RENOVATION 10,000

MROM

100 SOUTH FEDERAL SUITE 106
MASON CITY,IA50401 		N/A PC ROCK STEADY MOVE TO MALL LOCATION 5,000

MUKILTEO COMMUNITY CHAMBER ORCHESTRA

2727 OAKES AVENUE SUITE 200
EVERETT,WA98201 		N/A PC GENERAL OPERATING SUPPORT 1,000

N-COMPASS INC

PO BOX 74
MARION,IA52302 		N/A PC PROJECT AWARE - RIVER CLEANUP 5,000

NEIGHBORHOOD FOOD BANK

PO BOX 185
FOREST CITY,IA50436 		N/A PC FOOD PURCHASES 25,000

NORTH IOWA AREA COMMUNITY COLLEGE FOUNDATION

500 COLLEGE DRIVE
MASON CITY,IA50401 		N/A PC GENERAL OPERATING SUPPORT 5,500

NORTH IOWA AREA COMMUNITY COLLEGE FOUNDATION

500 COLLEGE DRIVE
MASON CITY,IA50401 		N/A PC YOUTH ENTREPRENEURIAL ACADEMY 2025 12,000

NORTH CENTRAL IOWA AG IN THE CLASSROOM

65 STATE STREET
GARNER,IA50438 		N/A PC AG EDUCATION FOR HANCOCK AND WGO COUNTY SCHOOLS 5,000

NORTH IOWA BAND FESTIVAL FOUNDATION

9 NORTH FEDERAL
MASON CITY,IA50401 		N/A PC 86TH NORTH IOWA BAND FESTIVAL 5,000

NORTH IOWA TRANSITION & EMPLOYMENT SERVICES

109 2ND STREET NE
MASON CITY,IA50401 		N/A PC JOBLINK ACTIVITIES GROUP SUBSIDY PROGRAM 2,500

ONE VISION

600 GLEN OAKS DRIVE
CLEAR LAKE,IA50428 		N/A PC NURSING SIMULATION LAB ON RECOMMENDATION OF TIM ESBECK 5,000

SEATTLE FESTIVAL ORCHESTRA

PO BOX 15552
SEATTLE,WA98115 		N/A PC GENERAL OPERATING SUPPORT 20,000

SHEFFIELD BETTERMENT FOUNDATION CORPORATION

214 E GILMAN STREET
SHEFFIELD,IA50475 		N/A PC PARK EQUIPMENT UPGRADE 10,000

SOUTH CENTRAL MINNESOTA YOUTH FOR CHRIST INC

116 W CLARK STREET
ALBERT LEA,MN56007 		N/A PC PRAIRIE RIVER CAMP IMPROVEMENTS 5,000

SOUTH CENTRAL MINNESOTA YOUTH FOR CHRIST INC

116 W CLARK STREET
ALBERT LEA,MN56007 		N/A PC ARTS AND CHARACTER BUILDING PROJECT 20,000

STEBENS CHILDRENS THEATRE

616 N DELAWARE
MASON CITY,IA50401 		N/A PC SCHOLARSHIP FUNDING 5,000

STEBENS CHILDRENS THEATRE

616 N DELAWARE
MASON CITY,IA50401 		N/A PC LIGHTING UPDATES 5,000

SWEA CITY IMPROVEMENT LEAGUE

203 3RD STREET
SWEA CITY,IA50590 		N/A PC INCLUSIVE PLAYGROUND 10,000

T L C BROADCASTING CORPORATION

316 N FEDERAL
MASON CITY,IA50401 		N/A PC BACKUP AND MAIN BROADCAST TOWER RELOCATION 10,000

T L C BROADCASTING CORPORATION

316 N FEDERAL
MASON CITY,IA50401 		N/A PC POWER AND EQUIPMENT UPGRADE 37,500

TEMPLE GRANDIN SCHOOL

3131 INDIAN ROAD
BOULDER,CO80301 		N/A PC GENERAL OPERATING SUPPORT 50,000

THOMPSON FIRE DEPARTMENT

142 JACKSON STREET
THOMPSON,IA50478 		N/A PC PAGER CAMPAIGN 2,000

UNITED TO SERVE WITH PASSION AND PURPOSE

PO BOX 231
CLEAR LAKE,IA50428 		N/A PC BASH AT THE LAKE MUSIC FESTIVAL 15,000

UNIVERSITY OF IOWA

101 JESSUP HALL
IOWA CITY,IA52242 		N/A GOV UI PANAMERICAN STEEL BAND IN FOREST CITY 1,700

UNIVERSITY OF MINNESOTA

100 CHURCH STREET SE
MINNEAPOLIS,MN55455 		N/A GOV CLOVERSTAND IMPROVEMENTS 5,000

UNITED STATES SAILING CENTER OF MARTIN COUNTY INC

1955 NE INDIAN RIVER DRIVE
JENSEN BEACH,FL34957 		N/A PC GENERAL OPERATING SUPPORT 100,000

VESTERHEIM NORWEGIAN-AMERICAN MUSEUM

523 W WATER STREET
DECORAH,IA52101 		N/A PC VESTERHEIM COMMONS, THE INSPIRING COMMUNITY SPACE 200,000

WALDORF LUTHERAN COLLEGE FOUNDATION INC

116 E I STREET
FOREST CITY,IA50436 		N/A PC GENERAL OPERATING SUPPORT 1,025,000

WALDORF LUTHERAN COLLEGE FOUNDATION INC

116 E I STREET
FOREST CITY,IA50436 		N/A PC BOMAN FINE ARTS IMPROVEMENTS 130,000

WESTCARE FOUNDATION INC

PO BOX 94738
LAS VAGAS,NV89193 		N/A PC VETERAN'S FOOD PANTRY 15,000

WINNEBAGO COUNTY

126 S CLARK STREET
FOREST CITY,IA50436 		N/A GOV UNION SOLDIER FOUNTAIN RECAST 30,000

WINNEBAGO COUNTY ATTORNEY'S OFFICE

126 S CLARK STREET
FOREST CITY,IA50436 		N/A GOV NATIONAL CRIME VICTIM'S RIGHTS WEEK 3,000

WINNEBAGO COUNTY FAIR ASSOCIATION

PO BOX 293
THOMPSON,IA50478 		N/A PC EXHIBIT HALL PHASE 3 10,000

WINNEBAGO HISTORICAL SOCIETY

34201 230TH AVENUE
FOREST CITY,IA50436 		N/A PC RV DISPLAY PROJECT 5,000

WINNEBAGO HISTORICAL SOCIETY

34201 230TH AVENUE
FOREST CITY,IA50436 		N/A PC MILITARY MUSEUM 10,000

WINNEBAGO HISTORICAL SOCIETY

34201 230TH AVENUE
FOREST CITY,IA50436 		N/A PC SALARY ASSISTANCE 15,000

YOUTH AND SHELTER SERVICES FOUNDATION INC

420 KELLOGG AVENUE
AMES,IA50010 		N/A PC FURNITURE FOR YOUTH SHELTER 10,000
Total .................................right arrow 3a 3,095,900
bApproved for future payment

FOREST CITY EDUCATION FOUNDATION
PO BOX 270
FOREST CITY,IA50436 		N/A PC ANNUAL FUNDING - SENIOR AWARDS NIGHT 2024 400,000

VESTERHEIM NORWEGIAN-AMERICAN MUSEUM
523 W WATER STREET
DECORAH,IA52101 		N/A PC VESTERHEIM COMMONS, THE INSPIRING COMMUNITY SPACE 400,000

WALDORF LUTHERAN COLLEGE FOUNDATION INC
116 E I STREET
FOREST CITY,IA50436 		N/A PC GENERAL OPERATING SUPPORT 2,200,000
Total ................................. right arrow 3b 3,000,000
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 50,898  
4 Dividends and interest from securities .... 901101 3,169 14 828,092  
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 3,400  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,676,289  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aTHRU SCH K-1S - ORDINARY BUSINESS INCOME (LOSS) 		901101 115,039 01 -16,480  
bTHRU SCH K-1S - NET RENTAL REAL ESTATE INCOME 901101 -16,401 01 -5,572  
cTHRU SCH K-1S - ROYALTIES 901101 891 01 11,878  
dTHRU SCH K-1S - OTHER INCOME (LOSS) 901101 1,232 01 30,389  
e
12 Subtotal. Add columns (b), (d), and (e) .. 103,930 3,578,894 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,682,824
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2024 GainLossSaleOtherAssetsSch
Name:
JOHN K AND LUISE V HANSON FOUNDATION
EIN:
42-1343843
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
THRU SCH K-1 - FIFTH AVENUE PRIVATE EQUITY 9 LLC   PURCHASED         COST 0 30,305  
THRU SCH K-1 - FIFTH AVENUE PRIVATE EQUITY 11 LLC   PURCHASED         COST 0 73,125  
THRU SCH K-1 - FIFTH AVENUE PRIVATE EQUITY 12 LLC   PURCHASED         COST 0 15,947  
THRU SCH K-1 - FIFTH AVENUE PRIVATE EQUITY 13 LLC   PURCHASED         COST 0 139,360  
THRU SCH K-1 - FIFTH AVENUE PRIVATE EQUITY 14 LLC   PURCHASED         COST 0 112,967  
THRU SCH K-1 - FIFTH AVENUE PRIVATE EQUITY 15 LLC   PURCHASED         COST 0 54,715  
THRU SCH K-1 - FIFTH AVENUE PRIVATE EQUITY 16 LLC   PURCHASED         COST 0 29,604  
THRU SCH K-1 - FIFTH AVENUE PRIVATE EQUITY 17 LLC   PURCHASED         COST 0 17,632  
THRU SCH K-1 - FIFTH AVENUE REAL ASSETS 2 LLC   PURCHASED         COST 0 2,046  
THRU SCH K-1 - FIFTH AVENUE REAL ASSETS 3 LLC   PURCHASED         COST 0 25,935  
THRU SCH K-1 - FIFTH AVENUE REAL ASSETS 4 LLC   PURCHASED         COST 0 38,030  
THRU SCH K-1 - FIFTH AVENUE REAL ASSETS 5 LLC   PURCHASED         COST 0 -6,864  
THRU SCH K-1 - FIFTH AVENUE REAL ASSETS 6 LLC   PURCHASED         COST 0 1,200  

TY 2024 InvestmentsCorpBondsSchedule
Name:
JOHN K AND LUISE V HANSON FOUNDATION
EIN:
42-1343843
Name of Bond End of Year Book Value End of Year Fair Market Value
AIR LEASE CORP 5.850% DUE 12/15/2027 (00914AAT9) 115,000 QTY 113,944 118,979
AMERICAN TOWER CORP 5.000% DUE 01/31/2030 (03027XCL2) 110,000 QTY 109,584 112,109
AT&T INC 5.375% DUE 08/15/2035 (00206RMY5) 125,000 QTY 125,341 127,219
BANK OF AMERICA CORP 5.468% DUE 01/23/2035 (06051GMA4) 115,000 QTY 116,644 118,133
BANK OF NY MELLON CORP 4.289% DUE 06/13/2033 (06406RBH9) 115,000 QTY 115,000 111,862
BHP BILLITON FIN USA LTD 5.100% DUE 09/08/2028 (055451BC1) 120,000 QTY 119,358 123,088
BP CAP MARKETS AMERICA 4.812% DUE 02/13/2033 (10373QBU3) 52,000 QTY 51,840 51,924
BROADCOM INC 5.050% DUE 07/12/2029 (11135FBX8) 120,000 QTY 120,025 122,885
CAPITAL ONE FINANCIAL CO 6.312% DUE 06/08/2029 (14040HCZ6) 110,000 QTY 110,000 115,486
CHARLES SCHWAB CORP 2.000% DUE 03/20/2028 (808513BP9) 140,000 QTY 140,373 132,492
CISCO SYSTEMS INC 4.950% DUE 02/26/2031 (17275RBS0) 110,000 QTY 110,480 113,137
CITIGROUP INC 3.785% DUE 03/17/2033 (172967NN7) 130,000 QTY 119,054 121,295
DTE ENERGY CO 4.950% DUE 07/01/2027 (233331BM8) 110,000 QTY 110,798 111,306
ELEVANCE HEALTH INC 5.375% DUE 06/15/2034 (036752AZ6) 58,000 QTY 58,061 59,277
ENERGY TRANSFER LP 6.100% DUE 12/01/2028 (29273VAS9) 107,000 QTY 107,009 112,404
FIFTH THIRD BANCORP 6.339% DUE 07/27/2029 (316773DK3) 105,000 QTY 109,633 110,564
FLORIDA POWER & LIGHT CO 4.400% DUE 05/15/2028 (341081GN1) 130,000 QTY 128,736 131,030
GOLDMAN SACHS GROUP INC 4.692% DUE 10/23/2030 (38141GB60) 115,000 QTY 114,918 115,337
HUNTINGTON BANCSHARES 5.272% DUE 01/15/2031 (446150BE3) 110,000 QTY 110,128 112,668
JPMORGAN CHASE & CO 2.069% DUE 06/01/2029 (46647PCJ3) 21,000 QTY 21,093 19,708
JPMORGAN CHASE & CO 4.203% DUE 07/23/2029 (46647PAV8) 22,000 QTY 22,014 21,911
L3HARRIS TECH INC 5.250% DUE 06/01/2031 (502431AT6) 111,000 QTY 111,027 114,579
MARSH & MCLENNAN COS INC 4.650% DUE 03/15/2030 (571748CA8) 115,000 QTY 114,508 116,370
MCKESSON CORP 4.650% DUE 05/30/2030 (581557BW4) 115,000 QTY 114,930 115,910
MICROCHIP TECHNOLOGY INC 4.900% DUE 03/15/2028 (595017BK9) 115,000 QTY 115,068 116,345
MONDELEZ INTERNATIONAL 4.250% DUE 05/06/2028 (609207BF1) 95,000 QTY 94,753 95,143
MORGAN STANLEY 5.466% DUE 01/18/2035 (61747YFL4) 110,000 QTY 115,461 112,499
PAYCHEX INC 5.350% DUE 04/15/2032 (704326AB3) 115,000 QTY 117,557 118,052
PFIZER INVESTMENT ENTER 4.450% DUE 05/19/2028 (716973AC6) 94,000 QTY 94,278 94,756
PNC FINANCIAL SERVICES 5.222% DUE 01/29/2031 (693475CB9) 110,000 QTY 109,981 112,914
PUBLIC SERVICE ENTERPRISE 5.875% DUE 10/15/2028 (744573AW6) 105,000 QTY 105,077 109,916
PUBLIC STORAGE 1.950% DUE 11/09/2028 (74460DAH2) 125,000 QTY 125,153 116,432
SDART 2023-1 B 4.980% DUE 02/15/2028 (80287GAD2) 35,428 QTY 34,810 35,443
SOUTHERN CALIF GAS CO 5.450% DUE 06/15/2035 (842434DC3) 115,000 QTY 114,488 117,328
SOUTHWEST AIRLINES CO 5.125% DUE 06/15/2027 (844741BK3) 109,000 QTY 108,499 109,982
SUMITOMO MITSUI FINL GRP 2.632% DUE 07/14/2026 (86562MAF7) 127,000 QTY 117,925 124,783
TEXAS INSTRUMENTS INC 1.750% DUE 05/04/2030 (882508BJ2) 139,000 QTY 117,438 123,901
TOYOTA MOTOR CREDIT CORP 5.250% DUE 09/11/2028 (89236TLB9) 97,000 QTY 99,034 100,094
TRUIST FINANCIAL CORP 1.267% DUE 03/02/2027 (89788MAD4) 130,000 QTY 121,810 127,076
WILLIAMS COMPANIES INC 3.750% DUE 06/15/2027 (96949LAD7) 115,000 QTY 106,640 113,702
WOART 2024-A A3 4.860% DUE 03/15/2029 (98164RAD8) 165,000 QTY 164,978 165,892

TY 2024 InvestmentsCorpStockSchedule
Name:
JOHN K AND LUISE V HANSON FOUNDATION
EIN:
42-1343843
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC (ABBV) 591.000 SHARES 123,249 109,701
ALIMENTATION COUCHE-TARD I (ATD.TO) 1,227.000 SHARES 60,429 60,879
ALPHABET INC CLASS C (GOOG) 1,825.000 SHARES 91,628 323,736
AMAZON.COM INC (AMZN) 1,550.000 SHARES 66,193 340,054
AMEREN CORP (AEE) 920.000 SHARES 60,012 88,356
API GROUP CORP (APG) 668.000 SHARES 25,418 34,101
APOLLO GLOBAL MANAGEMENT I (APO) 417.000 SHARES 63,968 59,159
APPLE INC (AAPL) 1,750.000 SHARES 79,122 359,047
APPLIED MATERIALS (AMAT) 501.000 SHARES 81,895 91,718
ASHTEAD GROUP (ASHTY) 1,275.000 SHARES 86,061 81,553
ASM INTERNATIONAL NV (ASMIY) 27.000 SHARES 7,962 17,195
ASML HOLDING (ASML) 123.000 SHARES 62,808 97,680
AVANTOR INC (AVTR) 1,643.000 SHARES 41,622 22,114
BANK OF AMERICA CORP (BAC) 3,505.000 SHARES 101,642 165,856
BENTLEY SYSTEMS INC (BSY) 438.000 SHARES 20,084 23,638
BJ'S WHOLESALE CLUB HOLDIN (BJ) 479.000 SHARES 29,359 51,650
BOOZ ALLEN HAMILTON HLDGS (BAH) 392.000 SHARES 43,699 40,818
BOSTON SCIENTIFIC CORP (BSX) 970.000 SHARES 95,159 104,187
BROADCOM INC (AVGO) 784.000 SHARES 150,147 216,109
BROOKFIELD CORPORATION (BN) 1,602.000 SHARES 68,698 99,083
BWX TECHNOLOGIES INC (BWXT) 237.000 SHARES 21,650 34,142
CADENCE DESIGN SYSTEMS INC (CDNS) 70.000 SHARES 20,474 21,570
CARLISLE COS (CSL) 129.000 SHARES 29,155 48,168
CBRE GROUP INC (CBRE) 377.000 SHARES 49,523 52,825
CCC INTELLIGENT SOLUTIONS (CCCS) 3,418.000 SHARES 36,423 32,163
CDW CORP/DE (CDW) 262.000 SHARES 34,271 46,790
CENCORA INC (COR) 369.000 SHARES 73,523 110,644
CLEAN HARBORS INC (CLH) 232.000 SHARES 32,538 53,633
CONOCOPHILLIPS (COP) 1,240.000 SHARES 81,079 111,277
CONSTELLATION SOFTWARE (CSU) 17.000 SHARES 45,669 62,220
COOPER COS INC/THE (COO) 418.000 SHARES 20,742 29,744
COPART INC (CPRT) 1,160.000 SHARES 40,948 56,921
CORE & MAIN INC (CNM) 670.000 SHARES 30,182 40,434
CORPAY INC (CPAY) 188.000 SHARES 70,113 62,382
COSTCO WHSL CORP NEW (COST) 142.000 SHARES 98,850 140,571
CRH PLC (CRH) 740.000 SHARES 50,643 67,932
DANAHER CORP (DHR) 396.000 SHARES 59,452 78,225
DOLLARAMA INC (TSX) 509.000 SHARES 15,001 71,585
EATON CORP PLC (ETN) 168.000 SHARES 23,802 59,974
ENTEGRIS INC (ENTG) 262.000 SHARES 33,956 21,130
EQUIFAX INC (EFX) 161.000 SHARES 23,069 41,758
FISERV INC (FI) 340.000 SHARES 52,900 58,619
FOODS HOLDING CORP (USFD) 851.000 SHARES 20,692 65,535
FORTINET INC (FTNT) 1,080.000 SHARES 76,979 114,177
GARTNER INC CL A (IT) 244.000 SHARES 88,961 98,629
HILTON WORLDWIDE HOLDINGS (HLT) 287.000 SHARES 26,982 76,439
HOWMET AEROSPACE INC (HWM) 461.000 SHARES 16,117 85,805
IDEXX LABS CORP (IDXX) 84.000 SHARES 36,831 45,052
INTERCONTINENTAL EXCHG INC (ICE) 795.000 SHARES 83,118 145,858
INTUITIVE SURGICAL (ISRG) 128.000 SHARES 61,120 69,556
JPMORGAN CHASE & CO (JPM) 740.000 SHARES 110,630 214,533
KEYSIGHT TECHNOLOGIES INC (KEYS) 323.000 SHARES 50,147 52,926
LIGHT & WONDER INC. (LNW) 273.000 SHARES 25,002 26,278
LIVE NATION ENTERTMNT INC (LYV) 279.000 SHARES 22,041 42,207
MANHATTAN ASSOCIATES INC (MANH) 125.000 SHARES 22,598 24,683
MCKESSON CORP (MCK) 173.000 SHARES 98,887 126,770
MEDPACE HOLDINGS (MEDP) 117.000 SHARES 33,853 36,721
MERCADOLIBRE INC (MELI) 27.000 SHARES 32,433 70,568
META PLATFORMS INC (META) 412.000 SHARES 86,213 304,093
MICROSOFT CORP (MSFT) 1,168.000 SHARES 85,458 580,974
MOTOROLA SOLUTIONS INC (MSI) 290.000 SHARES 76,300 121,933
MSCI INC (MSCI) 199.000 SHARES 117,656 114,771
NASDAQ INC. (NDAQ) 717.000 SHARES 22,248 64,114
NEXTERA ENERGY INC (NEE) 1,283.000 SHARES 96,319 89,065
NICE LTD ADR (NICE) 131.000 SHARES 19,650 22,127
NORTHROP GRUMMAN CORP (NOC) 222.000 SHARES 94,046 110,995
NVIDIA CORP (NVDA) 2,815.000 SHARES 68,973 444,741
O'REILLY AUTO INC NEW (ORLY) 570.000 SHARES 44,746 51,374
PARTNERS GROUP HOLDING AG (PGHN.SW) 12.000 SHARES 18,069 15,614
PROLOGIS INC (PLD) 279.000 SHARES 34,856 29,328
RYAN SPECIALTY HOLDNGS INC (RYAN) 652.000 SHARES 30,960 44,329
S&P GLOBAL INC. (SPGI) 196.000 SHARES 64,046 103,348
SAIA INC COM (SAIA) 78.000 SHARES 24,252 21,371
SBA COMMUNICATIONS CORP (SBAC) 92.000 SHARES 19,630 21,605
SCHLUMBERGER LTD (SLB) 2,305.000 SHARES 123,518 77,909
SERVICENOW INC (NOW) 70.000 SHARES 63,196 71,965
SHERWIN-WILLIAMS CO (SHW) 185.000 SHARES 62,361 63,521
SPOTIFY TECHNOLOGY SA (SPOT) 120.000 SHARES 68,433 92,080
STERIS PLC (STE) 239.000 SHARES 22,557 57,412
STRAUMANN HOLDING AG (STMN.SW) 129.000 SHARES 15,137 16,793
TAKE-2 INTERACTIVE (TTWO) 315.000 SHARES 38,823 76,497
THERMO FISHER SCIENTIFIC (TMO) 173.000 SHARES 9,845 70,144
TRADEWEB MARKETS INC (TW) 374.000 SHARES 24,420 54,753
TRANSUNION (TRU) 1,197.000 SHARES 80,467 105,336
UL SOLUTIONS INC (ULS) 437.000 SHARES 24,031 31,839
UNITEDHEALTH GROUP INC (UNH) 169.000 SHARES 42,024 52,722
VISA INC (V) 687.000 SHARES 54,923 243,919
WALMART INC (WMT) 1,007.000 SHARES 47,748 98,464
WYNDHAM HOTELS & RESORTS (WH) 315.000 SHARES 26,827 25,581

TY 2024 InvestmentsGovtObligationsSch
Name:
JOHN K AND LUISE V HANSON FOUNDATION
EIN:
42-1343843
US Government Securities - End of Year Book Value:

6,910,151
US Government Securities - End of Year Fair Market Value:

7,004,145
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
JOHN K AND LUISE V HANSON FOUNDATION
EIN:
42-1343843
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FIFTH AVENUE MULTI-STRATEGY OFFSHORE FUND LTD. AT COST 2,120,666 6,669,454
FIFTH AVENUE PRIVATE EQUITY 11 LLC AT COST 759,031 776,292
FIFTH AVENUE PRIVATE EQUITY 12 LLC AT COST 300,241 351,928
FIFTH AVENUE PRIVATE EQUITY 13 LLC AT COST 461,665 1,697,664
FIFTH AVENUE PRIVATE EQUITY 14 LLC AT COST 947,385 1,940,828
FIFTH AVENUE PRIVATE EQUITY 15 LLC AT COST 1,781,614 2,373,091
FIFTH AVENUE PRIVATE EQUITY 16 LLC AT COST 1,694,460 2,092,830
FIFTH AVENUE PRIVATE EQUITY 17 LLC AT COST 900,615 987,793
FIFTH AVENUE PRIVATE EQUITY 9 LLC AT COST 512,456 184,543
FIFTH AVENUE REAL ASSETS 2 LLC AT COST 31,421 0
FIFTH AVENUE REAL ASSETS 3 LLC AT COST 345,162 418,674
FIFTH AVENUE REAL ASSETS 4 LLC AT COST 426,681 843,179
FIFTH AVENUE REAL ASSETS 5 LLC AT COST 718,629 979,766
FIFTH AVENUE REAL ASSETS 6 LLC AT COST 127,986 138,471
ISHRS MSCI EAFE IND FND (EFA) 775.000 SHARES AT COST 68,119 69,277
OW CREDIT INCOME FUND (OWCIX) 205,096.083 SHARES AT COST 2,051,391 1,624,360
OW LARGE CAP STRATEGIES FD (OWLSX) 771,396.128 SHARES AT COST 7,293,851 16,546,446
OW SMALL & MIDCAP STRAT FD (OWSMX) 367,284.471 SHARES AT COST 3,987,638 6,482,570
SPDR S&P OIL & GAS EXPLORA (XOP) 119.000 SHARES AT COST 16,055 14,970
SPDR S&P REGIONAL BK ETF (KRE) 275.000 SHARES AT COST 18,231 16,332
UTILITIES SELECT SECT SPDR (XLU) 220.000 SHARES AT COST 15,497 17,965

TY 2024 OtherDecreasesSchedule
Name:
JOHN K AND LUISE V HANSON FOUNDATION
EIN:
42-1343843
Description Amount
TO REVERSE PRIOR YEAR PART III ADJUSTMENT FOR OUTSTANDING CHECKS 1,020,400


TY 2024 OtherExpensesSchedule
Name:
JOHN K AND LUISE V HANSON FOUNDATION
EIN:
42-1343843
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES AND SUBSCRIPTIONS 1,848 0   1,848
OFFICE AND OTHER EXPENSES 784 0   784
OTHER INVESTMENT EXPENSES 261 261   0
THRU SCH K-1S - OTHER DEDUCTIONS 397,283 296,148   0


TY 2024 OtherIncomeSchedule2
Name:
JOHN K AND LUISE V HANSON FOUNDATION
EIN:
42-1343843
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECURITIES LITIGATION PROCEEDS 3,400 3,400 3,400
THRU SCH K-1S - ORDINARY BUSINESS INCOME (LOSS) 98,559 -16,480 98,559
THRU SCH K-1S - NET RENTAL REAL ESTATE INCOME -21,973 -5,572 -21,973
THRU SCH K-1S - ROYALTIES 12,769 11,878 12,769
THRU SCH K-1S - OTHER INCOME (LOSS) 31,621 30,389 31,621


TY 2024 OtherProfessionalFeesSchedule
Name:
JOHN K AND LUISE V HANSON FOUNDATION
EIN:
42-1343843
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT AND ADVISORY 65,598 65,598   0


TY 2024 TaxesSchedule
Name:
JOHN K AND LUISE V HANSON FOUNDATION
EIN:
42-1343843
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX PAID 61,201 0   0
FEDERAL UNRELATED BUSINESS INCOME TAX PAID 11,047 0   0
STATE UNRELATED BUSINESS INCOME TAX PAID 2,174 0   0
FOREIGN TAXES WITHHELD 1,951 1,951   0
THRU SCH K-1S - FOREIGN TAXES PAID OR ACCRUED 3,281 3,268   0