2024-11-08T12:32:06-06:00 2023-12-31 420731256 MERIWETHER WILSON AND COMPANY PLLC 4500 WESTOWN PARKWAY SUITE 140 WEST DES MOINES IA 502666717 990EZ 2023-01-01 421323436 REALTOR FOUNDATION OF IOWA REAL 5154531064 5950 VILLAGE VIEW DR STE 100 WEST DES MOINES IA 50266 GAVIN BLAIR EX OFFICIO 5154531064 2024-11-04 1 0 JON PAULSEN P00224025 5152230002 2024-11-04 2023 2024-10-15 13:58:12Z X X N/A X X 88543 X 50792 7580 28080 29686 -1606 2032 3507 -1475 59 55350 43999 1700 45699 9651 367995 31906 409552 X 111297 103574 268149 305978 379446 409552 11451 0 367995 409552 X TO UNITE LOCAL ASSOCIATIONS OF REALTORS, THEIR MEMBERS, AND REALTOR AND REALTOR-ASSOCIATE MEMBERS OF THE STATE OF IOWA FOR THE PURPOSE OF EXERTING EFFECTIVELY A COMBINED INFLUENCE UPON CHARITABLE, EDUCATIONAL AND PHILANTHROPIC ACTIVITIES IMPORTANT TO REALTOR MEMBERSHIP AND THE GENERAL PUBLIC. RFI GRANTS - DURING THE YEAR RFI PROVIDED AID OF UP TO $1,000 TO ASSIST 13 OTHER NONPROFIT ORGANIZATIONS ACHIEVE THEIR MISSION. 12999 12999 PROJECT JACK - ORIGINATING IN THE QUAD CITIES AREA IN MEMORY OF JACK LINDAMAN, THE PROJECT GIVES 4TH AND 5TH GRADERS THE OPPORTUNITY TO PAY IT FORWARD IN ANY WAY THE CLASS CHOOSES. THERE WERE NOT ANY STIPULATIONS GIVEN OR RULES TO FOLLOW ON HOW TO USE THE MONEY. PROJECTS RANGED FROM DONATIONS TO CHARITABLE ORGANIZATIONS TO PASSING OUT ROSES TO STRANGERS. THE PROJECT HAS CHANGED AS WE HAVE ROLLED IT OUT ACROSS THE STATE OF IOWA. 4TH AND 5TH-GRADE TEACHERS ARE INVITED TO FILL OUT AN APPLICATION FOR A $250 GRANT TO BE USED TOWARD A PAY-IT-FORWARD TYPE PROJECT. 28000 28000 SCHOLARSHIPS AND EDUCATION - DURING 2023, THE FOUNDATION PROVIDED SCHOLARSHIPS TO 3 INDIVIDUALS. 3000 3000 43999 KELLY KOHLHAAS DIRECTOR 0.00 0 0 0 BEN IRLBECK DIRECTOR 0.00 0 0 0 GERALD SORENSEN DIRECTOR 0.00 0 0 0 JENNIFER J STANBROUGH DIRECTOR 0.00 0 0 0 DONALD MARPLE DIRECTOR 0.00 0 0 0 LARRY PICKERING DIRECTOR 0.00 0 0 0 BRADLEY SANDERSON DIRECTOR 0.00 0 0 0 JEN WEIGEL DIRECTOR 0.00 0 0 0 KAMERON POPE DIRECTOR 0.00 0 0 0 CYNTHIA MILLER PRESIDENT 0.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TERRY OTTUM 5950 VILLAGE VIEW DR STE 100 WEST DES MOINES IA 50266 5153099332 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 122315 340680 50496 75125 50792 639408 122315 340680 50496 75125 50792 639408 48142 275000 323142 0 48142 275000 323142 316266 4359 5948 9034 6846 7580 33767 4359 5948 9034 6846 7580 33767 414 1950 869 1032 1475 5740 127088 348578 60399 83003 59847 678915 0.46580 0.44270 0.04970 0.05110 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2019 AMOUNT: $ 414. 2020 AMOUNT: $ 1,950. 2021 AMOUNT: $ 869. 2022 AMOUNT: $ 1,032. 2023 AMOUNT: $ 1,475. AUCTION 2545 513 2032 3507 2545 513 2032 3507 3507 -1475 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INVESTMENT INCOME -DIVIDENDS, CAPITAL GAINS,INTEREST. AMOUNT: FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: MISCELLANEOUS. AMOUNT: 59. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: PROJECT JACK. GRANTEE NAME: VARIOUS ORGANIZATIONS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 28,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: JUDY STEVENS SCHOLARSHIP. GRANTEE NAME: (3) INDIVIDUALS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 3,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GRANTS TO ORGANIZATIONS. GRANTEE NAME: VARIOUS ORGANIZATIONS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 12,999. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 43,999. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 31,906. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: MARKETABLE SECURITIES. BEG. OF YEAR AMOUNT: 268,149. END OF YEAR AMOUNT: 305,978. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 11,451. END OF YEAR AMOUNT: 0. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.