2024-05-09T11:25:14-05:00 2023-12-31 420714325 RSM US LLP 400 LOCUST ST STE 640 DES MOINES IA 503092354 990PF 2023-01-01 421445520 THE BEVERLY PERRY FOUNDATION BEVE 5154176110 6165 NW 86TH STREET JOHNSTON IA 50131 NOREEN L CHRISTIANS TREASURER 5154176110 2024-05-06 1 NOREEN CHRISTIANS XXX-XX-XXXX 0 KATHY FAIRCHILD P00222608 5155586600 2024-05-06 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 2036369 X X 8693 8693 29226 29226 2008 94879 2008 39927 39927 0 0 0 2058 1029 1029 11780 9280 2500 404 0 0 150 0 0 14392 10309 3529 109250 109250 123642 10309 112779 -83715 29618 104725 86285 86285 290211 247981 239386 963646 991241 1686749 75781 25141 23949 1434363 1350648 2036369 0 0 X 0 0 0 0 1434363 1350648 1434363 1350648 1434363 1350648 1434363 -83715 0 1350648 0 1350648 PUBLICLY TRADED SECURITIES 90000 92871 -2871 -2871 CAPITAL GAINS DIVIDENDS P 4879 4879 4879 2008 412 0 412 0 412 0 0 0 0 0 0 412 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 N/A NOREEN CHRISTIANS 5154176110 6165 NW 86TH STREET JOHNSTON IA 50131 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BEVERLY BLANK PERRY 6165 NW 86TH STREET JOHNSTON IA 50131 PRESIDENT/VICE PRES/SEC 1.00 0 0 0 NOREEN L CHRISTIANS 6165 NW 86TH STREET JOHNSTON IA 50131 TREASURER 0.50 0 0 0 JOHN G CROTTY 6165 NW 86TH STREET JOHNSTON IA 50131 DIRECTOR 0.00 0 0 0 BFO INC 6165 NW 86TH STREET JOHNSTON IA 50131 SEE STATEMENT 1.00 0 0 0 NONE 0 NONE 0 0 2109826 67316 0 2177142 0 0 2177142 32657 2144485 107224 107224 412 412 106812 0 106812 0 106812 112779 0 112779 106812 57719 0 0 112779 57719 0 0 55060 0 0 0 0 0 0 0 0 51752 0 0 0 BEVERLY BLANK PERRY X BLANK CHILDREN'S HOSPITAL 1200 PLEASANT STREET DES MOINES IA 50309 NONE PC GENERAL OPERATING BUDGET 25000 BLANK PARK ZOO 7401 SW 9TH STREET DES MOINES IA 50315 NONE PC GENERAL OPERATING BUDGET 10000 FUND FOR PARK AVENUE NEW YORK INC 300 PARK AVENUE SUITE 1700 NEW YORK NY 10022 NONE PC GENERAL OPERATING BUDGET 1000 SHATTERPROOF 101 MERRITT 7 CORPORATE PARK 1ST FLOOR NORWALK CT 06851 NONE PC GENERAL OPERATING BUDGET 8000 UNIVERSITY OF IOWA FOUNDATION PO BOX 4550 IOWA CITY IA 52244 NONE PC GENERAL OPERATING BUDGET 50000 VARIETY - THE CHILDREN'S CHARITY OF IOWA (THE VARIETY CLUB OF IOWA) 505 5TH AVENUE SUITE 310 DES MOINES IA 50309 NONE PC GENERAL OPERATING BUDGET 15000 ST JOSEPH'S INDIAN SCHOOL 1301 N MAIN STREET CHAMBERLAIN SD 57325 NONE PC GENERAL OPERATING BUDGET 250 109250 0 14 8693 14 29226 18 2008 0 39927 0 39927 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 2058 1029 1029 BFO INC THE FOUNDATION MAKES ANNUAL PAYMENTS TO BFO, INC. FOR BOOKKEEPING, LEGAL, INVESTMENT AND OTHER MANAGEMENT SERVICES. THIS FEE REPRESENTS REASONABLE FAIR MARKET VALUE COMPENSATION FOR SERVICES PERFORMED AND IS REPORTED AS "OTHER PROFESSIONAL FEES" ON FORM 990-PF, PART I, LN 16C.NOREEN CHRISTIANS (TREASURER) IS EMPLOYED BY BFO, INC. AS AN EMPLOYEE OF BFO, INC., MS. CHRISTIANS PERFORMS MANAGEMENT SERVICES FOR WHICH BFO, INC. IS COMPENSATED. MS. CHRISTIANS IS NOT COMPENSATED BY THE FOUNDATION DIRECTLY. THE PROCTER AND GAMBLE 2.8% 27 25141 23949 MERGER FUND 70758 75831 BNY MELLON INTL STOCK FUND 93497 166859 WCM FOCUSED INTL GROWTH 132812 171988 DFA US SMALL CAP PORT 67097 129013 VANGUARD INTERM TERM 274369 235422 VANGUARD ULTRA-SHORT-TERM 53233 52717 VANGUARD HIGH DIVIDEND 15112 41303 GATEWAY FUND 64395 90596 SPDR S & P MIDCAP 400 ETF 58272 222740 SPDR S & P DIVIDEND EFT 15100 38116 VANGUARD INDEX 500 109432 406549 BARON DISCOVERY INSTITUTE 37164 55615 124721 121957 123260 117429 MISC EXPENSE 150 0 0 MANAGEMENT AND INVESTMENT FEES 11780 9280 2500 2022 PAYMENT 404 0 0