2025-11-10T14:44:25-06:00 2025-06-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990PF 2024-07-01 426073848 The Bright Foundation BRIG 5152978550 1201 63rd Street Des Moines IA 50311 Thomas E Press Chairman of the Board 5152978550 2025-11-10 1 0 X Deb Nelson CPA P01264758 6122536500 2025-11-10 2024 2025-03-06 01:10:19Z X X 56466924 X 200375 1039767 1039767 1039767 1727387 5709230 1727387 17 2967529 2767154 1039784 268412 14350 14350 254062 27099 0 0 27099 3952 988 988 2964 11397 2849 2849 8548 70889 0 0 70421 17775 0 0 17775 5801 0 0 5801 145636 72893 72893 72743 550961 91080 91080 459413 2202488 2202488 2753449 91080 91080 2661901 214080 2676074 948704 513709 192905 192905 1400982 1942998 1945975 4124162 4387271 4429852 26471361 26201588 49898192 32510214 32724762 56466924 4062 4530 4062 4530 X 32506152 32720232 0 0 0 0 32506152 32720232 32510214 32724762 32506152 214080 0 32720232 0 32720232 Sale of Publicly Traded Investments 5609682 3882312 1727370 1727370 Sale of Publicly Traded Investments 99548 99531 17 17 1727387 17 37197 0 37197 0 37197 47077 0 0 0 47077 X 0 9880 9880 0 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 1 0 0 0 1 www.brightiowa.org Meredith Dohmen 5152978550 1201 63rd Street Des Moines IA 50311 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 Meredith Dohmen 2961 100th St Ste 2 Urbandale IA 503225505 President 40.00 155585 10891 8029 Thomas E Press 2961 100th St Ste 2 Urbandale IA 503225505 Chairman & Managing Director 10.00 39200 0 0 Jerry Deegan 2961 100th St Ste 2 Urbandale IA 503225505 Vice Chair & Director 1.50 3200 0 0 Kelly L Nieman 2961 100th St Ste 2 Urbandale IA 503225505 Director 1.50 2200 0 0 Stacy Wanderscheid 2961 100th St Ste 2 Urbandale IA 503225505 Secretary & Director 1.50 3200 0 0 Dale J Andringa 2961 100th St Ste 2 Urbandale IA 503225505 Director 1.50 0 0 0 Jeffrey G Fleming 2961 100th St Ste 2 Urbandale IA 503225505 Treasurer & Director 1.50 3200 0 0 Carrie A Kompelien 2961 100th St Ste 2 Urbandale IA 503225505 Director 1.50 3200 0 0 Craig A Shadur 2961 100th St Ste 2 Urbandale IA 503225505 Director 1.50 3200 0 0 NONE 0 DM Kelly & Company 3900 Ingersoll Avenue Ste 300 Des Moines IA 50312 Advisory Services 72893 0 As a scholarship provider the mission of The Bright Foundation is to empower scholars to launch careers through the successfull access and completion of college degrees. 2510068 0 53425752 702958 0 54128710 0 0 54128710 811931 53316779 2665839 X 2661901 0 2661901 2023-06-05 X 948704 688415 1399334 776472 3812925 806398 585153 1189434 660001 3240986 2661901 2894353 2603277 2308254 10467785 0 0 0 0 0 2661901 2894353 2603277 2308254 10467785 0 0 1777226 1565315 1418419 1609302 6370262 0 0 0 0 X Iowa State University Foundation 2505 University Blvd PO Box Ames IA 500102230 None PC Scholarships 904396 University Of Iowa Center for Advancement PO Box 4550 Iowa City IA 522444550 None PC Scholarships 803406 University Of Northern Iowa Foundation 121 Commons Cedar Falls IA 503140282 None PC Scholarships 494686 2202488 0 14 1039767 18 1727387 0 2767154 0 2767154 0 0 0 0 0 0 0 0 0 0 X X 1 Mary K and Daniel M Kelly Family Foundation 3900 Ingersoll Ave Ste 300 Des Moines IA 50312 100000 X 2 Donna Paulsen and Thomas Press 913 26th St West Des Moines IA 50265 99375 X 3 Donna Paulsen and Thomas Press 913 26th St West Des Moines IA 50265 1000 X 2 2490 Shares of Stock 99375 2024-12-13 Accounting Fees 11397 2849 2849 8548 SOUTHERN POWER CO 159870 149886 CITIGROUP INC MEDIUM TERM NOTE 77072 74249 HB FULLER CO SR UNSECURED 103500 96867 MIDWESTONE FINANCIAL GRP 164063 149250 Ford Motor Credit Co LLC 99455 99727 United Health Group Inc 142433 148632 American Honda Finance 150468 151258 Sysco Corporation 140708 148274 Thermo Fisher Scientific 148669 151151 Principal Financial Group 95174 98292 MidAmerican Energy 140015 147546 Alabama Power Co 143330 149282 Duke Energy Corp 149514 152693 Cincinnati Final Corp 210141 208840 Eaton Corp 144119 151205 Otis Worldwide Corp 149261 154412 Genuine Parts Co 153893 159330 Bristol-Myers Squibb Co 149628 153577 DTE Energy 148382 152953 Clorox Co 145956 150435 Becton Dickinson & CO 150348 152116 Interstate Power & Light 107227 106788 Goldman Sachs Grp INC 150004 150348 Lowe's Cos INC 152159 151144 Merck & Co INC 98786 100617 John Deere Capital Corp 154831 152526 Toyota Motor Credit Corp 156009 157899 Anheuser-Busch Inbev Work 151965 154306 Air Products & Chemicals 150864 152611 JP Morgan Chase Financial Medium Term Note 149988 150385 Georgia Power Co 149439 153253 1309052 1306351 633946 639624 VANGUARD FIXED INCOME SECS FD INC SHORT-TERM AT COST 1521364 1507673 VANGUARD FIXED INCOME SEC FD ULTRA SHORT-TERM AT COST 1680117 1682242 VANGUARD FIXED INCOME SEC FDS INTER-TERM AT COST 1148058 1069452 VANGUARD INDEX AT COST 20696859 44457901 Synchrony Bank CD AT COST 125005 125770 Morgan Stanley Bk NA CD AT COST 124505 126740 American Expr Natl Bk CD AT COST 124380 127371 BMO Harris Bank NA CD AT COST 188731 197638 Toyota Final Savings Bank AT COST 149253 152900 Medtronic Global Holdings AT COST 143684 150768 Morgan Stanley PVT BK CD AT COST 149629 148501 Customers Bank CD AT COST 150003 151236 Attorney Fees 3952 988 988 2964 Office Expense 1901 0 0 1901 Other 972 0 0 972 Website/Public Relations 3633 0 0 3633 Liability Insurance 5616 0 0 5616 Office Technology 9503 0 0 9503 Advisory Fees 72893 72893 72893 0 Membership Dues 1695 0 0 1695 Scholar Recognition and Programs 4311 0 0 4311 Alumni Projects 2161 0 0 2161 Symposium 23475 0 0 23475 Student Information Systems 19287 0 0 19287 Student Organization Support 189 0 0 189 Payroll Liabilities 4062 4530 Federal Excise Tax 54748 0 0 54748 Payroll Taxes 16141 0 0 15673