2024-05-07T13:03:48-07:00 2023-12-31 421443361 TARBELL & CO PLC 1466 28TH STREET SUITE 100 WEST DES MOINES IA 50266 990PF 2023-01-01 476300254 NANCY D ALDERA CHARITABLE TRUST NANC 5152793148 2408 JORDAN TRAIL WEST DES MOINES IA 50265 DANTE TORIELLO Trustee 2024-05-05 true DANTE TORIELLO 999009999 true Tim Tarbell CPA P00822323 5152820200 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 607537 X X 18769 18769 18769 5125 160389 5125 23894 23894 18769 1445 1445 1445 6010 6010 6010 408 408 408 7863 7863 7863 0 40000 40000 47863 7863 7863 40000 -23969 16031 10906 24292 24421 24421 507087 482989 583116 531379 507410 607537 0 X 531379 507410 531379 507410 531379 507410 531379 -23969 507410 507410 CHARLES SCHWAB- ST COVERED P 2023-01-01 2023-12-31 117420 119767 -2347 -2347 CHARLES SCHWAB -LT COVERED P 2010-01-01 2023-12-31 41032 35497 5535 5535 Capital Gain Dividends 1937 5125 -2347 223 223 223 223 0 false false false false false false false true true IA true false false false false true N/A DANTE TORIELLO 5152793148 2408 JORDAN TRAIL WEST DES MOINES IA 50265 false false false false false false false false false false false false false false false false false false false false false false DANTE TORIELLO 2408 JORDAN TRAIL WEST DES MOINES IA 50265 Trustee 3.00 0 NONE NONE 581214 23490 0 604704 0 604704 9071 595633 29782 29782 223 223 29559 29559 29559 40000 40000 29559 2281 40000 2281 0 29559 8160 8160 0 8160 8160 X GRAND VIEW CHRISTIAN SCHOOL ASSOC I 2905 NE 46TH AVE DES MOINES IA 50317 NONE EDUCATION SCHOLARSHIPS 10000 CRAIG HOSPITAL 3425 S CLARKSON ST ENGLEWOOD CO 80113 NONE UNRESTRICTED GIFT 15000 CHILDSERVE 5406 MERLE HAY ROAD JOHNSTON IA 50131 NONE UNRESTRICTED DONATION 5000 CATHOLIC CHARITIES 601 GRAND AVE DES MOINES IA 50309 NONE ANTI-POVERTY COMPAIGN 5000 MAKE A WISH FOUNDATION OF IOWA 3009 100TH ST URBANDALE IA 50322 NONE UNRESTRICTED GIFT 5000 40000 14 18769 18 5125 23894 23894 false false false false false false false false false false Accounting 1445 1445 1445 0 STOCK 482989 583116 BROKER FEES 6010 6010 6010 0 FOREIGN TAXES 332 332 332 2022 TAX 76 76 76