2024-01-30T09:57:06-06:00 2023-06-30 471019942 CREATIVE PLANNING TAX LLC PO BOX 2100 WATERLOO IA 507042100 990 2022-07-01 421333059 GROUT MUSEUM INC GROU 3192346357 503 SOUTH STREET WATERLOO IA 50701 JOHN J BURNS DIRECTOR 3192346357 2024-01-30 1 JOHN BURNS 999009999 0 BRIAN ARONSON CPA P01425251 3192346885 2024-01-30 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN J BURNS 503 SOUTH STREET WATERLOO IA 50701 1330636 0 X WWW.GROUTMUSEUMDISTRICT.ORG X 1988 IA PROVIDE FUNDS TO THE H.W. GROUT TRUST FOR OPERATION OF ITS MUSEUMS IN WATERLOO, IOWA. 15 15 0 15 0 0 1523289 1328375 0 0 387 2261 0 0 1523676 1330636 810023 2183410 0 0 0 0 0 0 0 0 115 810023 2183525 713653 -852889 872225 19336 0 0 872225 19336 THE MISSION OF GROUT MUSEUM, INC. IS TO RAISE FUNDS AND TRANSFER THEM TO H.W. GROUT TRUST FOR USE IN OPERATING MUSEUMS OWNED AND OPERATED BY THE TRUST. 0 0 2183410 2183410 GROUT MUSEUM, INC. PROVIDED FUNDING TO THE H.W. GROUT TRUST FOR OPERATIONS OF ITS MUSEUMS IN WATERLOO, IOWA. THE MUSEUMS SERVED APPROXIMATELY 53,000 PEOPLE DURING THE YEAR ENDED JUNE 30, 2023. 2183410 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 3192346357 503 SOUTH STREET WATERLOO IA 50701 BILLIE BAILEY EXECUTIVE DIRECTOR 5.00 35.00 X 0 84392 21490 DIANE POELKA DIRECTOR OF FINANCE AND HR 5.00 35.00 X 0 56000 10719 EDWARD J GALLAGHER III PRESIDENT 2.00 1.50 X X 0 0 0 TAMMY FLEMING VICE-PRESIDENT 2.00 X X 0 0 0 STEVE SCHMITT TREASURER 2.00 1.50 X X 0 0 0 JOHN J BURNS DIRECTOR 0.50 1.50 X 0 0 0 CARL HARTSON DIRECTOR 0.50 X 0 0 0 BARBARA CORSON DIRECTOR 0.50 1.50 X 0 0 0 MARY ELLEN WARREN DIRECTOR 0.50 1.50 X 0 0 0 DAVID ALLBAUGH DIRECTOR 0.50 1.50 X 0 0 0 KATHY BRECKUNITCH DIRECTOR 0.50 X 0 0 0 MARY POTTER DIRECTOR 0.50 1.50 X 0 0 0 TAVIS HALL DIRECTOR 0.50 X 0 0 0 DENISE MATTHIAS DIRECTOR 0.50 X 0 0 0 ALICE ROHRET DIRECTOR 0.50 X 0 0 0 NIA WILDER DIRECTOR 0.50 X 0 0 0 BELINDA CREIGHTON-SMITH DIRECTOR 0.50 X 0 0 0 LUANNE PUHL FORMER DIRECTOR 0.50 X 0 0 0 JEROME AMOS JR FORMER DIRECTOR 0.50 X 0 0 0 0 140392 32209 0 0 0 0 0 620107 708268 1328375 2261 2261 1330636 0 0 2261 2183410 2183410 115 115 2183525 2183410 115 0 126297 19336 745928 872225 19336 0 0 X 831583 19336 40642 0 872225 19336 872225 19336 -852889 0 X 0 1 X 1 0 X 481221 511777 510186 865665 708268 3077117 634151 651875 664061 657624 620107 3227818 1115372 1163652 1174247 1523289 1328375 6304935 180986 6123949 45 387 2261 2693 6307628 0.97090 0.97230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 HW GROUT TRUST 503 SOUTH STREET WATERLOO IA 50701 237416881 501(C)(3) 2183410 0 PROVIDE FUNDS FOR THE EXPANSION & OPERATIONS OF THE MUSEUM. 1 PART I, LINE 2: ALL CHARITABLE GRANTS ARE TO THE H.W. GROUT TRUST FOR OPERATIONS OF ITS MUSEUMS IN WATERLOO, IOWA. THE TRUST IS A RELATED PARTY UNDER COMMON CONTROL. FORM 990, PART VI, SECTION A, LINE 6 THE TRUSTEES OF THE H.W. GROUT TRUST ARE THE SOLE MEMBERS OF THE GROUT MUSEUM, INC. THE MEMBERS APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BODY IS APPOINTED BY THE MEMBERS OF THE H.W. GROUT TRUST. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF H.W. GROUT TRUST HAVE THE RIGHT TO APPROVE OR RATIFY DECISIONS OF THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 WAS SENT TO THE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE AND HR OF THE H.W. GROUT TRUST FOR REVIEW. A FINAL COPY OF THE FORM 990 WAS SENT TO ALL TRUSTEES AND BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD & COMMITTEE MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. BOARD MEMBERS REVIEW THE MONTHLY AGENDA AT THE BEGINNING OF THE MEETING AND STATE WHETHER THEY HAVE ANY CONFLICTS OF INTEREST. IF CONFLICTS OF INTEREST ARISE, THE BOARD MEMBER REFRAINS FROM DISCUSSION AND ABSTAINS FROM VOTING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. HW GROUT TRUST 503 SOUTH STREET WATERLOO IA 50701 237416881 OPERATION OF MUSEUMS IN WATERLOO, IOWA. IA 501(C)(3) PF N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HW GROUT TRUST B 2183410 CASH