2025-09-11T14:01:30-05:00 2025-04-30 135565207 KPMG LLP ONE FINANCIAL PLZ STE 2300 PROVIDENCE RI 029032485 990PF 2024-05-01 426271667 RACHEL YOUNKER FOUNDATION TRUST YOUN 5152452969 453 7TH STREET DES MOINES IA 50309 MICHELLE SMITH TRUSTEE 5152452969 2025-08-27 true true LYLE J MOHLER P01340349 8662974127 2025-08-27 2024 2025-03-06 01:10:19Z X 1100675 X 24221 24221 69726 202677 69726 0 16 16 93963 93963 6596 3298 3298 0 0 0 0 0 677 0 0 677 750 0 0 750 4397 4397 0 0 1506 376 0 0 0 0 0 0 0 1 1 13927 8072 0 4725 87147 87147 101074 8072 0 91872 -7111 85891 0 39709 37569 37569 0 0 0 568816 563836 860687 200858 200858 202419 0 809383 802263 1100675 0 X 809383 802263 809383 802263 809383 802263 809383 -7111 0 802272 9 802263 .7318 EXXON MOBIL CORPORATION 2022-02-22 2024-05-14 86 70 16 16 .7318 EXXON MOBIL CORPORATION 2024-05-21 138. CVS CORPORATION 2024-06-06 8302 9298 -996 -996 127. CISCO SYSTEMS INC 2024-06-06 5859 5749 110 110 222. COMCAST CORP-CLASS A 2024-06-06 8726 8572 154 154 14. TELEDYNE TECHNOLOGIES INC 2019-05-07 2024-06-06 5494 3490 2004 2004 14. TESLA INC 2024-02-05 2024-06-06 2506 2540 -34 -34 24. TESLA INC 2024-06-06 4296 7458 -3162 -3162 52. ZOETIS INC 2024-06-06 9153 3069 6084 6084 93. CHEVRONTEXACO CORPORATION 2024-09-10 12767 9824 2943 2943 75. DISNEY COMMON STOCK 2024-09-17 6954 9810 -2856 -2856 14. NIKE INC -CL B 2024-02-05 2024-09-17 1123 1395 -272 -272 54. NIKE INC -CL B 2024-09-17 4331 5503 -1172 -1172 3. ABBVIE INC 2022-12-07 2024-09-20 578 496 82 82 5. ALLSTATE 2018-12-21 2024-09-20 957 401 556 556 7. ALPHABET INC-CL A 2024-09-20 1138 283 855 855 8. APPLE INC 2024-09-20 1847 244 1603 1603 3. BLACKROCK INC 2016-09-26 2024-09-20 2779 1083 1696 1696 10. BROADCOM INC 2018-08-30 2024-09-20 1688 216 1472 1472 4. CROWDSTRIKE HOLDINGS INC - A 2023-06-27 2024-09-20 1169 579 590 590 3. DEERE & CO 2022-02-22 2024-09-20 1224 1095 129 129 8. FISERV INC 2015-07-01 2024-09-20 1411 336 1075 1075 38. GENERAL MOTORS CO 2021-11-30 2024-09-20 1834 2204 -370 -370 11. J P MORGAN CHASE & CO 2014-11-12 2024-09-20 2310 665 1645 1645 6. JOHNSON & JOHNSON 2015-11-05 2024-09-20 986 610 376 376 4. LOWES COMPANIES INC 2020-06-02 2024-09-20 1043 524 519 519 25. NVIDIA CORP 2024-09-20 2905 325 2580 2580 2. THERMO ELECTRON 2011-12-20 2024-09-20 1222 90 1132 1132 9. ALPHABET INC-CL A 2024-10-16 1482 568 914 914 9. APPLE INC 2024-10-16 2077 339 1738 1738 11. BROADCOM INC 2018-08-30 2024-10-16 1948 238 1710 1710 3. CROWDSTRIKE HOLDINGS INC - A 2023-06-27 2024-10-16 912 434 478 478 12. EXXON MOBIL CORPORATION 2022-02-22 2024-10-16 1451 1153 298 298 3. META PLATFORMS INC-CLASS A 2024-10-16 1724 522 1202 1202 7. FISERV INC 2024-10-16 1375 306 1069 1069 28. ISHARES RUSSELL 2000 ETF 2014-11-12 2024-10-16 6338 3298 3040 3040 6. J P MORGAN CHASE & CO 2014-11-12 2024-10-16 1336 363 973 973 6. L3HARRIS TECHNOLOGIES INC 2019-09-19 2024-10-16 1481 1288 193 193 17. LAM RESEARCH CORP 2016-04-25 2024-10-16 1275 136 1139 1139 4. LOWES COMPANIES INC 2020-06-02 2024-10-16 1127 524 603 603 5. MARRIOTT INTERNATIONAL, INC CLASS A 2021-10-13 2024-10-16 1310 775 535 535 4. MASTERCARD INC - A 2014-11-12 2024-10-16 2047 338 1709 1709 29. MORGAN STANLEY 2015-10-27 2024-10-16 3449 935 2514 2514 12. NEXTERA ENERGY INC 2019-08-15 2024-10-16 1007 650 357 357 5. NORFOLK SOUTHERN CORP 2020-12-08 2024-10-16 1280 1197 83 83 56. NVIDIA CORP 2020-09-28 2024-10-16 7570 727 6843 6843 2. O'REILLY AUTOMOTIVE INC 2018-02-22 2024-10-16 2386 498 1888 1888 5. ORACLE CORPORATION 2024-06-06 2024-10-16 865 621 244 244 12. OTIS WORLDWIDE CORP 2020-12-08 2024-10-16 1260 791 469 469 6. PULTEGROUP INC 2018-08-30 2024-10-16 880 168 712 712 21. REGIONS FINANCIAL CORP 2022-11-10 2024-10-16 503 491 12 12 2. S&P GLOBAL INC 2020-08-07 2024-10-16 1054 690 364 364 14. STEEL DYNAMICS INC 2021-02-18 2024-10-16 1794 557 1237 1237 8. T-MOBILE US INC 2022-07-06 2024-10-16 1756 1100 656 656 2. UNITEDHEALTH GROUP INCORPORATED 2018-02-22 2024-10-16 1144 456 688 688 14. WALMART STORES, INC. 2010-03-01 2024-10-16 1139 252 887 887 45. WELLS FARGO COMPANY (NEW) 2022-02-22 2024-10-16 2864 2507 357 357 4. EATON CORP PLC 2024-09-17 2024-10-16 1359 1241 118 118 8. JAZZ PHARMACEUTICALS PLC 2024-09-20 2024-10-16 930 887 43 43 40. MARATHON PETROLEUM CORP COM 2022-12-07 2024-10-21 6263 4367 1896 1896 2. ADOBE INC 2018-02-22 2024-10-22 984 405 579 579 4. ALPHABET INC-CL A 2018-08-30 2024-10-22 658 252 406 406 9. AMAZON .COM, INC 2016-05-25 2024-10-22 1704 319 1385 1385 7. APPLE INC 2018-12-21 2024-10-22 1647 264 1383 1383 4. BROADCOM INC 2018-08-30 2024-10-22 718 86 632 632 3. DANAHER CORP 2016-05-25 2024-10-22 782 202 580 580 22. GENERAL MOTORS CO 2021-11-30 2024-10-22 1187 1276 -89 -89 4. INTERCONTINENTAL EXCHANGE IN 2018-02-22 2024-10-22 664 289 375 375 1. ISHARES RUSSELL 2000 ETF 2014-11-12 2024-10-22 221 118 103 103 4. MICROSOFT CORP 2018-02-22 2024-10-22 1716 367 1349 1349 30. NVIDIA CORP 2020-09-28 2024-10-22 4302 389 3913 3913 3. PEPSICO INC 2016-09-26 2024-10-22 522 321 201 201 7. WALMART STORES, INC. 2024-10-22 573 126 447 447 8. WELLS FARGO COMPANY (NEW) 2022-02-22 2024-10-22 518 446 72 72 13. BROADCOM INC 2018-08-30 2024-12-30 3079 281 2798 2798 71. OMNICOM GROUP INC COMMON STOCK 2024-09-17 2025-03-05 5805 7205 -1400 -1400 14. PULTEGROUP INC 2024-09-20 2025-03-05 1481 1994 -513 -513 58. PULTEGROUP INC 2025-03-05 6135 1948 4187 4187 95. MERCK & CO. INC. 2025-04-24 7385 5313 2072 2072 15. NEUROCRINE BIOSCIENCES INC 2024-09-20 2025-04-28 1576 1786 -210 -210 47. NEUROCRINE BIOSCIENCES INC 2023-09-05 2025-04-28 4939 5218 -279 -279 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 CAPITAL GAIN DIVIDENDS P 7 69726 1194 0 1194 0 1194 660 0 0 660 0 534 0 0 false false false false false false false true true IA true false false false false true Bankers Trust Company 5152452969 453 7TH STREET DES MOINES IA 50309 false false false false true false false false false false false false false false false false false false false false false false BANKERS TRUST COMPANY 665 LOCUST STREET DES MOINES IA 50309 TRUSTEE 40 6596 NONE 0 NONE 0 1113140 33667 0 1146807 0 0 1146807 17202 1129605 56480 56480 1194 1194 55286 0 55286 0 55286 91872 0 0 0 0 91872 55286 0 0 0 0 0 20751 0 20751 91872 0 0 0 55286 36586 0 0 57337 0 0 0 0 0 0 0 57337 0 0 20751 0 36586 X UNITY POINT HEALTH FOUNDATION 1415 WOODLAND AVE - STE E 200 Des Moines IA 50309 NONE PC MEDICAL RESEARCH 87147 87147 14 24221 18 69726 PROLOGIS INC 1 16 93963 93963 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 750 750 VANGUARD TOTAL BOND MARKET 200858 202419 SEE ATTACHED STATEMENT 563836 860687 LEGAL FEES - PRINCIPAL (ALLOCA 63 63 LEGAL FEES - INCOME (ALLOCABLE 614 614 MUTUAL FUND TIMING DIFFERENCE 9 OTHER EXPENSE (NON-DEDUCTIBLE 1 1 0 PROLOGIS INC 16 16 INVESTMNT MNGMNT FEES (NON-DED 4397 4397 FEDERAL TAX PAYMENT - PRIOR YE 470 0 0 FEDERAL ESTIMATES - PRINCIPAL 660 0 0 FOREIGN TAXES ON QUALIFIED FOR 298 298 0 FOREIGN TAXES ON NONQUALIFIED 78 78 0