2024-10-21T09:25:09-05:00 2024-06-30 420714325 RSM US LLP 201 FIRST ST SE STE 800 CEDAR RAPIDS IA 524011512 990PF 2023-07-01 331006158 WEST FAMILY FOUNDATION WEST 3193512000 1212 5TH ST CORALVILLE IA 522412908 STEVEN L WEST PRESIDENT 3193512000 2024-10-10 1 0 SHAWNA HULS P01315330 3192985333 2024-10-10 2023 2024-10-15 13:58:12Z X 2025097 X 120887 55152 55152 33613 529469 33613 11200 0 220852 88765 0 0 0 1911 956 955 13120 6560 6560 2000 0 0 17031 7516 7515 76904 76904 93935 7516 84419 126917 81249 23017 28650 28650 1769297 1996447 1996447 1792314 2025097 2025097 0 0 X 0 0 0 0 1792314 2025097 1792314 2025097 1792314 2025097 1792314 126917 105866 2025097 0 2025097 PUBLICLY TRADED SECURITIES P 513148 495856 17292 17292 CAPITAL GAINS DIVIDENDS P 16321 16321 16321 33613 1129 0 1129 0 1129 1386 0 0 0 1386 0 257 257 0 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 N/A STEPHEN L WEST 3193512000 1212 FIFTH STREET CORALVILLE IA 52241 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 STEPHEN L WEST 1212 FIFTH STREET CORALVILLE IA 52241 PRESIDENT 1.00 0 0 0 ROBIN WALENTA 1212 FIFTH STREET CORALVILLE IA 52241 DIRECTOR 1.00 0 0 0 RYAN WEST 1212 FIFTH STREET CORALVILLE IA 52241 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 NOT APPLICABLE 0 0 1829397 68003 0 1897400 0 0 1897400 28461 1868939 93447 93447 1129 1129 92318 11200 103518 0 103518 84419 0 84419 103518 75069 0 0 84419 75069 0 0 9350 0 0 0 0 0 0 0 0 94168 0 0 0 STEPHEN L WEST X ALAN HUCKLEBERRY 837 SPIRES DR DUBUQUE IA 520013191 NONE I PIANO SUNDAY EDUCATIONAL PERFORMANCE AT UNIVERSITY OF IOWA 500 CALIFORNIA MUSIC EDUCATION FOUNDATION PO BOX 359 HANFORD CA 93232 NONE PC GENERAL FUND 3000 CHILDSERVE FOUNDATION PO BOX 707 JOHNSTON IA 501310707 NONE PC MUSIC THERAPY SERVICES 5000 DISABLED INDIVIDUALS 1212 5TH STREET CORALVILLE IA 52241 NONE I MUSIC THERAPY 3904 DOREEN LEE 201 CRYSTAL AVENUE NEWPORT BEACH CA 92662 NONE I PIANO SUNDAY EDUCATIONAL PERFORMANCE AT UNIVERSITY OF IOWA 500 IOWA CITY COMMUNITY SCHOOL DISTRICT FOUNDATION 1725 N DODGE ST IOWA CITY IA 52245 NONE PC 2024 SYMPHONY GOES TO SCHOOL PROGRAM 2000 IOWA MUSIC TEACHER ASSOCIATION 2105 NW PLEASANT ST ANKENY IA 50023 NONE PC SUPPORT STUDENT SOLO CONTESTS AT THE STATE CONFERENCE 500 JENNA SCHERRMAN 16 EAST 52ND STREET SUITE 601 NEW YORK NY 10022 NONE I 2023 ASBDA SCHOLARSHIP 500 KSENIA NOSIKOVA 2360 FLINTSHIRE VIEW CORALVILLE IA 52241 NONE I PIANO SUNDAY EDUCATIONAL PERFORMANCE AT UNIVERSITY OF IOWA 1000 NAMM FOUNDATION 5790 ARMADA DRIVE CARLSBAD CA 92008 NONE SO I WOMEN OF NAMM CAMPAIGN; NS24 FOUNDATION DONOR OPPORTUNITIES 7500 ORCHESTRA IOWA 119 THIRD AVE SE CEDAR RAPIDS IA 52401 NONE PC GENERAL FUND 3000 PREUCIL SCHOOL OF MUSIC 524 N JOHNSON STREET IOWA CITY IA 52245 NONE PC SPONSORSHIP PROGRAM SUPPORT 1500 QUAD CITY SYMPHONY 327 BRADY ST DAVENPORT IA 52801 NONE PC ORCHESTRA GROUP LESSON PROGRAM SUPPORT 2500 RENE LECUONA 1743 TIMBER HILLS DRIVE CORALVILLE IA 52241 NONE I PIANO SUNDAY EDUCATIONAL PERFORMANCE AT UNIVERSITY OF IOWA 500 SAVE THE MUSIC FOUNDATION 1515 BROADWAY 21ST FLOOR NEW YORK NY 10036 NONE PC GENERAL FUND - GIVING TUESDAY YEAR-END MATCH 10000 TERRACE HILL PARTNERSHIP 2300 GRAND AVENUE DES MOINES IA 50312 NONE PC GENERAL FUND 2000 THE UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT PO BOX 4550 IOWA CITY IA 52244 NONE PC SUPPORT HANCHER AUDITORIUM'S SEASON (FIERCE) 20000 THE UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT PO BOX 4550 IOWA CITY IA 52244 NONE PC NOSIKOVA PIANO STUDIO FUND SUPPORT 5000 UNIVERSITY OF IOWA PO BOX 4550 IOWA CITY IA 52244 NONE PC UNIVERSITY BANDS 3000 UNIVERSITY OF NORTHERN IOWA 204 COMMONS UNI CEDAR FALLS IA 50614 NONE PC GALLAGHER BLUEDORN PERFORMING ARTS CENTER (2024-2025 SEASON) 5000 76904 0 14 55152 18 33613 SELF-DEALING REIMBURSEMENT 01 11200 0 99965 0 99965 0 0 0 0 0 0 0 0 0 0 X X 1 WEST MUSIC COMPANY INC 1212 FIFTH STREET CORALVILLE IA 52241 120000 X ACCOUNTING EXPENSE 1911 956 955 SEE ATTACHED ELECTION AMERICAN MUT FD INC CLASS F2 COM FMV 206512 206512 COHEN & STEERS GLOBAL REALTY SHARES INC CLASS I FMV 49641 49641 FIDELITY ADVISOR SER I EQUITY GWTH Z FMV 109136 109136 FIDELITY INVT TR ADV EMEG MKTS I FMV 34017 34017 GOLDMAN SACHS TR EMGMKEQ INS INST FMV 33759 33759 MFS INSTL TR INTERNATIONAL EQUITY R6 FMV 206846 206846 MFS SER TR XIII NW DSCVRY VLU R6 FMV 64178 64178 NEUBERGER BERMAN EQUITY FDS NEUBERGER BERMAN LARGE CAP VALUE R6 FMV 130069 130069 AB CAP FD INC ADVISOR CL FMV 64810 64810 T ROWE PRICE INSTITUTIONAL LGCAP GROWTH FMV 219329 219329 T ROWE PRICE MID-CAP GROWTH FUND CLASS I FMV 74933 74933 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I FMV 76736 76736 FEDERATED HERMES INSTL TR HI YIELD BD FMV 30206 30206 LORD ABBETT SHORT DURATION INCOME FUND CLASS F FMV 75651 75651 PIMCO INVEST GRADE CREDIT BOND FUND INST FMV 105516 105516 PIMCO INCOME FUND INSTITUTIONAL CLASS FMV 112797 112797 VANGUARD FIXED INCOME SECS GNMA FD ADMRL FMV 52575 52575 BAIRD FDS INC AGGREGATE BOND FMV 112807 112807 VANGUARD FIXED INCOME SECS FD LONG-TERM INVESTMENT=GRADE ADM FMV 147086 147086 DIAMOND HILL FUNDS SHORT SCRTZD I FMV 38159 38159 AMERICAN FDS EMERGING MKTS BD CL F 3 FMV 29657 29657 VANGUARD FIXED INCOME SECS FD LONG-TERM TREASURY FUND ADMIRAL SHARE FMV 22027 22027 SELF-DEALING REIMBURSEMENT 11200 11200 UNREALIZED GAIN/LOSS ON INVESTMENTS 105866 TRUST FEES 13120 6560 6560 EXCISE TAX 2000 0 0