2025-11-11T09:21:11-06:00 2024-12-31 420714325 RSM US LLP 400 LOCUST ST SUITE 640 DES MOINES IA 503092354 990PF 2024-01-01 463734956 DEB & BOB PULVER FOUNDATION DEB& 5156696081 1310 TULIP TREE LN WEST DES MOINES IA 502666674 SHERRY WILKINSON SEC/TREASURER/DIRECTOR 5156696081 2025-11-05 1 1 KATHY FAIRCHILD P00222608 5155586600 2025-11-05 2024 2025-03-06 01:10:19Z X 21118521 X 319956 2117 2117 542427 542427 876183 7558960 876183 69213 84203 1809896 1504930 0 0 0 25937 12969 12968 135901 135901 0 7276 1521 0 55886 53331 0 225000 203722 12968 759552 759552 984552 203722 772520 825344 1301208 153979 589145 589145 499353 1971911 2098705 2910865 4499073 4449924 14765146 12134312 13980747 18329343 19194441 21118521 0 0 X 0 0 0 0 18329343 19194441 18329343 19194441 18329343 19194441 18329343 825344 39754 19194441 0 19194441 PUBLICLY TRADED SECURITIES P 7554769 6733185 821584 821584 PE PREMIER CARLYLE DIS OP IV OFFSHORE FEEDER K-1 P 50898 50898 PE PREMIER CARLYLE DIS OP IV OFFSHORE FEEDER K-1 P -2959 -2959 BH1 PROPERTIES LP K-1 P 382 382 BRIDGE DEBT STRATEGIES FUND II LP P -498 -498 CASH IN LIEU-MERGER P 2585 2585 CAPITAL GAINS DIVIDENDS P 4191 4191 4191 876183 18087 0 18087 0 18087 3400 0 33000 0 36400 0 18313 18313 0 0 0 0 0 0 0 0 0 1 1 0 1 1 IA 1 0 0 0 0 1 N/A SHERRY A WILKINSON 5156696081 5058 GRAND RIDGE DRIVE WEST DES MOINES IA 50265 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DEBRA L PULVER 1310 TULIP TREE LANE WEST DES MOINES IA 50266 PRESIDENT/DIRECTOR 1.00 0 0 0 SHERRY WILKINSON 1310 TULIP TREE LANE WEST DES MOINES IA 50266 SEC/TREAS/DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 18403023 547238 1207750 20158011 0 0 20158011 302370 19855641 992782 992782 18087 18087 974695 0 974695 0 974695 772520 0 772520 974695 0 0 735475 554903 247074 424107 57776 2019335 772520 0 0 0 772520 0 202175 202175 1817160 0 0 0 0 0 0 533300 1283860 554903 247074 424107 57776 DEBRA L PULVER X ABOVE & BEYOND CANCER 1915 GRAND AVENUE DES MOINES IA 50309 NONE PC GENERAL OPERATING BUDGET 10500 ARIZONA ANIMAL WELFARE LEAGUE 25 N 40TH ST PHOENIX AZ 85034 NONE PC GENERAL OPERATING BUDGET 1000 ARIZONA HUMANE SOCIETY 1521 W DOBBINS ROAD PHOENIX AZ 85041 NONE PC GENERAL OPERATING BUDGET 5000 ARIZONA MUSICFEST PO BOX 25455 SCOTTSDALE AZ 85255 NONE PC GENERAL OPERATING BUDGET 2500 BLANK PARK ZOO FOUNDATION 7401 SW 9TH STREET DES MOINES IA 50321 NONE PC GENERAL OPERATING BUDGET 150000 COMMUNITY FOUNDATION OF GREATER DES MOINES 1915 GRAND AVENUE DES MOINES IA 50309 NONE PC GENERAL OPERATING BUDGET 3000 CYSTIC FIBROSIS FOUNDATION - IOWA CHAPT 1501 42ND STREET SUITE 230 WEST DES MOINES IA 50266 NONE PC GENERAL OPERATING BUDGET 2500 ELLIPSIS PO BOX 39 JOHNSTON IA 50131 NONE PC GENERAL OPERATING BUDGET 1000 FREEDOM FOR YOUTH 2301 HICKMAN RD DES MOINES IA 50310 NONE PC GENERAL OPERATING BUDGET 500 GENESIS YOUTH FOUNDATION 2500 UNIVERSITY AVE DES MOINES IA 50311 NONE PC GENERAL OPERATING BUDGET 2500 GREATER DES MOINES PUBLIC ART FOUNDATION 1915 GRAND AVENUE DES MOINES IA 50309 NONE PC GENERAL OPERATING BUDGET 250000 HEALTHY BIRTHDAY INC PO BOX 71093 CLIVE IA 50325 NONE PC GENERAL OPERATING BUDGET 1000 HIGHLANDS CHURCH 9050 E PINNACLE PEAK ROAD SCOTTSDALE AZ 85255 NONE PC GENERAL OPERATING BUDGET 10000 IOWA STATE UNIVERSITY FOUNDATION 2505 UNIVERSITY BLVD AMES IA 50010 NONE PC GENERAL OPERATING BUDGET 21052 LUTHERAN CHURCH OF HOPE 925 JORDAN CREEK PARKWAY WEST DES MOINES IA 50266 NONE PC GENERAL OPERATING BUDGET 10000 MANHATTAN COLLEGE 4513 MANHATTAN COLLEGE PKWY RIVERDALE NY 10471 NONE PC GENERAL OPERATING BUDGET 200000 MERCYONE DES MOINES FOUNDATION 411 LAUREL SUITE 2250 DES MOINES IA 50314 NONE PC GENERAL OPERATING BUDGET 20000 PHOENIX ART MUSEUM 1625 N CENTRAL AVE PHOENIX AZ 85004 NONE PC GENERAL OPERATING BUDGET 1000 SOUTHERN CALIFORNIA EQUESTRIAN SPORTS (SCES) 1902 ORANGE TRAIL LN SUITE 130 REDLANDS CA 92374 NONE PC GENERAL OPERATING BUDGET 7000 STRANDS OF STRENGTH INC 1310 TULIP TREE LN WEST DES MOINES IA 50266 NONE PC GENERAL OPERATING BUDGET 45750 TWO PUPS WELLNESS FUND 4130 N MARSHALL WAY SCOTTSDALE AZ 85251 NONE PC GENERAL OPERATING BUDGET 1000 UNITED STATES DRESSAGE FEDERATION REGION 7 NAYC 4051 IRON WORKS PARKWAY LEXINGTON KY 40511 NONE PC GENERAL OPERATING BUDGET 500 UNITY POINT HEALTH - DES MOINES FOUNDATION 1415 WOODLAND AVE SUITE E-200 DES MOINES IA 503093203 NONE PC BLANK CHILDREN'S HOSPITAL 1500 UNITY POINT HEALTH - DES MOINES FOUNDATION 1415 WOODLAND AVE SUITE E-200 DES MOINES IA 50309 NONE PC GENERAL OPERATING BUDGET 2000 VARIETY - THE CHILDREN'S CHARITY IN IOWA 505 5TH AVENUE SUITE 310 DES MOINES IA 50309 NONE PC GENERAL OPERATING BUDGET 7250 WEST DES MOINES COMMUNITY SCHOOL FOUNDATION 3550 MILLS CIVIC PARKWAY WEST DES MOINES IA 50265 NONE PC GENERAL OPERATING BUDGET 1000 YOUNG WOMEN'S RESOURCE CENTER 818 5TH AVENUE DES MOINES IA 50309 NONE PC GENERAL OPERATING BUDGET 2000 759552 0 14 2117 14 542427 14 50567 18 876183 RENTAL REAL ESTATE - BH1 PROPERTIES LP K-1 525990 -44254 ORDINARY INCOME - PE PREMIER CARLYLE DISTRESSED OPP IV 19352 14 33480 SEC 1231 LOSS - PE PREMIER CARLYLE DISTRESSED OPP IV -5647 14 156 ORDINARY INCOME - CEMOF II AIV LP 619 SEC 1231 LOSS - BH1 PROPERTIES LP -1648 SEC 1231 GAIN - CEMOF II AIV LP 109 ROYALTIES - CEMOF II AIV LP 6849 LTCG- BRIDGE DEBT STRATEGIES FUND II LP K-1 -609 STCG -PE PREMIER CARLYLE DISTRESSED OPP IV -37 LTCG -PE PREMIER CARLYLE DISTRESSED OPP IV 6029 INT INC - PE PREMIER CARLYLE DISTRESSED OPP IV ONSHORE 3154 DIV INC - PE PREMIER CARLYLE DISTRESSED OPP IV 1033 INT INC - CEMOF II AIV LP 60 -14990 1504930 0 1489940 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT PULVER ESTATE 1310 TULIP TREE LANE WEST DES MOINES IA 50266 319956 X 1 PUBLICLY TRADED SECURITIES 319956 2024-01-01 ACCOUNTING FEES 25937 12969 12968 ARISTOTLE SHORT DURATION 682911 677261 BLACKROCK STRATEGIC INCO 651699 681539 CARLYLE TACTICAL PRIVATE CR FD CL N 613551 616318 LAZARD INTERNATIONAL 536191 502229 LOOMIS SAYLES INVESTMENT 1525675 1491510 OAKMARK INTERNATIONAL AD 489046 481067 AMG PANTHEON FUND CLASS 1000000 1052201 ARES CAPITAL CORP 571911 645208 NUVEEN CHURCHILL PRIVATE 400000 401296 3M CO AT COST 11584 16265 ABBOTT LABORATORIES AT COST 10903 12216 ABBVIE INC AT COST 23825 28787 ADVANCED ENERGY IND AT COST 10695 11216 ADYEN AT COST 11192 10042 AKAMAI TECHNOLOGIES AT COST 7360 6791 ALBANY INTL CO AT COST 8796 7837 ALNYLAM PHARMACEUTL AT COST 22662 28473 ALPHABET INC AT COST 149183 203390 ALTRIA GROUP INC AT COST 11965 14693 AMAZON.COM INC AT COST 104352 173757 AMERICAN ELEC POWER CO INC AT COST 10257 11344 AMETEK INC NEW AT COST 6401 6850 ANSYS INC AT COST 4906 5397 APOLLO DIVERSIFIED RE FD CL I AT COST 721231 696033 APPLIED MATERIALS AT COST 5169 6180 ARCH CAP GROUP LTD AT COST 15780 18378 ARCHROCK INC AT COST 6523 12619 ARES CAPITAL CORP AT COST 10294 14693 ARGENX SE AT COST 26921 33210 ARM HLDGS PLC AT COST 10401 9129 ASCENDIS PHARMA AT COST 15210 18998 AT & T INC AT COST 12711 20425 AUTODESK INC AT COST 8322 11527 AUTOMATIC DATA PROCESSING AT COST 10436 12880 BANK OF AMERICA CORP AT COST 12245 19734 BANK OF NY MELLON CO AT COST 11522 20744 BECTON DICKINSON & CO AT COST 19518 18830 BERKLEY W R CORP AT COST 5077 5442 BH1 PROPERTIES LP AT COST 262173 262173 BIO-RAD LABS INC AT COST 8792 7884 BLACKROCK INC AT COST 25660 39979 BLOCK INC AT COST 17976 28642 BLUEPRINT MEDICINES CORP AT COST 6638 11775 BOSTON BEER CO INC AT COST 11884 9899 BROADCOM INC AT COST 7331 20866 BROADRIDGE FINANCIAL SOLUTION AT COST 9188 9722 BROOKFIELD ASSET MANAG F AT COST 5582 9375 BROOKFIELD CORP AT COST 26870 49522 BROOKFIELD INFRASTRUCT F AT COST 22554 26087 BROOKFIELD RENEW COR F AT COST 7257 7828 BROWN & BROWN INC AT COST 22911 32442 CABOT CORP AT COST 4587 6026 CACTUS INC AT COST 19892 23169 CADENCE DESIGN SYS AT COST 23978 30046 CARLYLE ENERGY MEZZANINE OPP FD II AT COST 3362 3362 CARMAX INC AT COST 15786 17742 CATERPILLAR INC AT COST 21322 29384 CAVA GROUP INC AT COST 3683 3046 CBRE GROUP INC AT COST 14841 24551 CCC INTELLIGENT SOLUTION AT COST 9609 9384 CEMOF II AIV TWO LP AT COST 93692 93692 CHIPOTLE MEXICAN GRL AT COST 31645 51556 CIRRUS LOGIC INC AT COST 6691 8365 CISCO SYSTEMS INC AT COST 32355 35224 CITIGROUP INC AT COST 6601 11474 CITIZENS FINL GROUP INC AT COST 5106 8446 COMCAST CORP AT COST 17995 15200 CONNECTONE BANCORP AT COST 4228 4513 CONOCOPHILLIPS AT COST 32474 28065 CONSTELLATION BRAND AT COST 34552 30940 COPART INC AT COST 35400 46256 COSTAR GROUP INC AT COST 31725 28779 CROWN CASTLE AT COST 8434 8078 CSX CORP AT COST 16975 17910 DANAHER CORP AT COST 11230 11707 DARLING INGREDIENTS AT COST 10786 6974 DENNYS CORP AT COST 6396 4344 DIGI INTERNTNL AT COST 6831 7195 DIODES INC AT COST 2872 2220 DOCUSIGN INC AT COST 10472 20866 DOMINOS PIZZA INC AT COST 15526 17630 DOORDASH INC AT COST 6753 8555 DOW INC. AT COST 18326 14166 DUPONT DE NEMOURS INC AT COST 11199 10370 EASTGROUP PROPERTIES AT COST 7122 6580 EASTMAN CHEMICAL CO AT COST 9727 11324 ENERSYS AT COST 9246 8504 ENTEGRIS INC AT COST 4669 4656 ENTEGRIS INC AT COST 3457 3071 EXXON MOBIL CORP AT COST 42064 42383 F B FINL CORP AT COST 6238 10663 FAIR ISAAC CORP AT COST 21968 29864 FASTENAL CO AT COST 8354 10715 FIDELITY NATL FINL AT COST 7079 9993 FIFTH THIRD BANCORP AT COST 12444 21098 FIRSTCASH HLDGS INC AT COST 6653 7148 FLOOR & DECOR HLDGS INC AT COST 3051 2991 FORD MOTOR CO AT COST 8110 6831 FORMFACTOR INC AT COST 6000 7216 FOUR CORNERS PROPERTY TR AT COST 6001 6568 FRANKLIN ELECTRIC CO AT COST 9412 9745 GALLAGHER ARTHUR J & CO AT COST 10742 10786 GALLAGHER ARTHUR J & CO AT COST 35182 43997 GAMING & LEISURE PPT AT COST 6841 7224 GARTNER INC AT COST 16676 22770 GENERAL DYNAMICS AT COST 15438 18444 GILEAD SCIENCES INC AT COST 7254 8960 GRACO INC AT COST 4076 4130 HACKETT GROUP INC AT COST 6534 8417 HEALTHPEAK PPTYS INC AT COST 7444 7986 HEICO CORP AT COST 31013 43915 HELEN OF TROY LTD FORMER AT COST 6164 5265 HEXCEL CORP AT COST 7592 6897 HILTON WORLDWIDE HLD AT COST 28326 46219 HOME DEPOT AT COST 31775 40066 HORACE MANN EDUCATOR AT COST 2192 2942 HUBSPOT INC AT COST 28124 37626 HUNTINGTON BANCSHS AT COST 6866 10641 HYATT HOTELS AT COST 6310 9105 IBM CORP AT COST 12526 19345 IDEXX LABS INC AT COST 7443 6615 INSPERITY INC AT COST 8525 6821 INTUITIVE SURGICAL AT COST 28249 48542 ISHARES CORE S&P 500 AT COST 1334113 1838448 ISHARES RUSSELL TOP 200 AT COST 695801 971149 JACK IN THE BOX INC AT COST 8414 5247 JOHNSON & JOHNSON AT COST 33437 29936 JOHNSON CONTROLS AT COST 11082 15786 JOHN HANCOCK MULTIFACTOR AT COST 941101 873671 JOHN HANCOCK MULTIFACTOR SMALL AT COST 325610 300156 JP MORGAN CHASE & CO AT COST 41766 68797 JPMORGAN EMERGING MARKET AT COST 638242 667741 KIMBALL ELECTRONICS AT COST 9268 5919 KINDER MORGAN INC AT COST 15441 25208 KINSALE CAP GROUP INC AT COST 18180 17675 KKR & CO INC AT COST 19701 48514 L3HARRIS TECHNOLOGIES INC AT COST 10971 10724 LAMAR ADVERTISING CO0050 AT COST 11415 16435 LENNAR CORP AT COST 13237 16228 LIBERTY MEDIA CORP AT COST 3938 4958 LIBERTY MEDIA CORP AT COST 10020 13992 LITTELFUSE INC AT COST 6646 6127 LIVE NATION ENTRTMNT AT COST 15789 24087 LOCKHEED MARTIN CORP AT COST 14070 16036 LUXFER HLDGS PLC AT COST 5536 6126 MARKEL GROUP INC AT COST 22417 25893 MARTIN MARIETTA MATERIAL AT COST 21846 23242 MASTERCARD INC AT COST 34910 45285 MCDONALD'S CORP AT COST 20849 22611 MEDTRONIC AT COST 14068 14219 MERCK & CO INC AT COST 27216 25268 MERITAGE HOMES CORP AT COST 5350 6153 METLIFE INC AT COST 24304 32343 MICROCHIP TECHNOLOGY AT COST 14068 10495 MICROSOFT CORP AT COST 53092 62803 MICROSOFT CORP AT COST 38745 51001 MONOLITHIC POWER SYS AT COST 19726 23668 MONOLITHIC POWER SYS AT COST 2885 3550 MOODYS CORP AT COST 4604 6627 MOOG INC AT COST 5980 10039 MSCI INC AT COST 17396 20400 NETFLIX INC AT COST 33820 70414 NORFOLK SOUTHERN CORP AT COST 15491 15021 NOV INC AT COST 8614 6176 NVIDIA CORP AT COST 96281 271400 OKTA INC AT COST 21108 22773 ORACLE CORP AT COST 11636 16664 OREILLY AUTOMOTIVE AT COST 31884 41503 OXFORD INDS INC AT COST 8438 7248 PAPA JOHN'S INTL INC AT COST 8627 5586 PARKER-HANNIFIN CORP AT COST 29958 40706 PAYLOCITY HLDG CORP AT COST 14446 14362 PE PREMIER CARLYLE DISTR OPP IV ONSHORE FEEDER LP AT COST 1031482 1031482 PEBBLEBROOK HOTEL TR AT COST 4463 4336 PENN ENTMT INC AT COST 6883 6640 PEPSICO INC AT COST 19548 17639 PERIMETER SOLUTIONS SA F AT COST 1468 3860 PFIZER INC AT COST 23579 17881 PHILIP MORRIS INTL AT COST 23267 30087 PNC FINL SERVICES AT COST 10370 16778 PROCORE TECHNOLOGIES INC AT COST 6049 5470 PROCTER & GAMBLE AT COST 39066 44260 PROGRESSIVE CO OHIO AT COST 5643 10303 PROLOGIS INC AT COST 18135 16489 PRUDENTIAL FINL AT COST 23967 30581 PUB SVC ENTERPISE GP AT COST 12646 18250 QUALCOMM INC AT COST 16227 22889 RAYMOND JAMES FINL AT COST 5252 7922 REGENERON PHARMS INC AT COST 44084 37753 ROCKET LABORATORY USA INC AT COST 7059 33595 ROPER TECHNOLOGIES AT COST 22596 23913 ROSS STORES INC AT COST 5198 6202 RYAN SPECIALTY HOLDINGS AT COST 3015 2823 S & P GLOBAL INC AT COST 11372 14941 S & T BANCORP INC AT COST 6334 7071 SALESFORCE INC AT COST 37192 59176 SANMINA CORP AT COST 8109 11199 SBA COMMUNICATIONS AT COST 2796 3057 SHOPIFY INC AT COST 11708 19565 SOUTHERN CO AT COST 21266 26672 STEELCASE INC. AT COST 4130 4929 STRUCTURE THERAPEUTICS AT COST 6449 4773 TECHTARGET INC AT COST 6424 4380 TELEDYNE TECHNOLOGIES AT COST 6186 6962 TESLA INC AT COST 88040 138113 THE COCA COLA CO AT COST 19365 21417 TRANSDIGM GROUP INC AT COST 34604 48157 TRIUMPH FINL INC AT COST 4758 6816 TYLER TECHNOLOGIES AT COST 12637 19029 UNITED FIRE GROUP AT COST 3075 4410 UNITED HEALTH GROUP INC AT COST 19549 17705 UNITED PARCEL SERVICE AT COST 9441 7314 US BANCORP AT COST 15176 21237 VAIL RESORTS INC AT COST 9515 8248 VANGUARD FTSE DEVELOPED AT COST 881018 958408 VANGUARD TOTAL BOND AT COST 1526608 1541894 VEEVA SYS INC AT COST 16223 17451 VERALTO CORP AT COST 2458 2444 VERISIGN INC AT COST 3076 3104 VERISK ANALYTICS INC AT COST 14611 16801 VERISK ANALYTICS INC AT COST 5684 6610 VERIZON COMMUNICATION AT COST 20002 24994 VIAVI SOLUTIONS INC AT COST 7974 9211 VULCAN MATERIALS COM AT COST 29707 34726 W P CAREY INC AT COST 10343 9534 WABTEC AT COST 9335 17063 WALMART INC AT COST 20927 36772 WASTE CONNECTIONS INC AT COST 9163 8751 WATERS CORP AT COST 6386 7791 WELLS FARGO & CO AT COST 23246 22407 WESBANCO INC AT COST 5151 6703 WIX COM LTD AT COST 2175 5149 WSFS FINL CO AT COST 7257 9988 BRIDGE DEBT STRATEGIES FUND II LP AT COST 255741 255741 CEMOF II AIV LP AT COST 35099 35099 PORTFOLIO DEDUCTIONS - BH1 PROPERTIES LP K-1 421 407 0 BRIDGE DEBT STRATEGIES FUND II LP K-1 1450 1383 0 CARLYLE ENERGY MESS OPP FD II K-1 2662 2662 0 PE PREMIER CARLYLE DISTRESSED OPP IV ONSHORE FEEDER K-1 41673 39753 0 PORTFOLIO DEDUCTIONS - BRIDGE DEBT STRATEGIES FUND II LP 1014 460 0 PORTFOLIO DEDUCTIONS - CEMOF II AIV LP 8666 8666 0 INT INCM-BH1 PROPERTIES LP 1699 1699 1699 INT INCM-CARLYLE ENERGY MEZZANINE OPP FUND 2 2 2 INT INCM-CEMOF II AIV TWO 8742 8742 8742 INT INCM-CEMOF II AIV THREE 3 3 3 INT INCM-PE PREMIER OPP IV 35398 35398 35398 DIV INCM-PE PREMIER OPP IV 4386 4386 4386 INT INCM-CEMOF II AIV LP 491 491 491 INC-BRIDGE DEBT STRATEGIES FUND II LP -154 -154 -154 RENTAL REAL ESTATE - BH1 PROPERTIES LP K-1 -44254 -44254 ORDINARY INCOME - PE PREMIER CARLYLE DISTRESSED OPP IV 52832 33480 52832 SEC 1231 LOSS - PE PREMIER CARLYLE DISTRESSED OPP IV -5491 156 -5491 ORDINARY INCOME - CEMOF II AIV LP 619 619 SEC 1231 LOSS - BH1 PROPERTIES LP -1648 -1648 SEC 1231 GAIN - CEMOF II AIV LP 109 109 ROYALTIES - CEMOF II AIV LP 6849 6849 LTCG- BRIDGE DEBT STRATEGIES FUND II LP K-1 -609 -609 STCG -PE PREMIER CARLYLE DISTRESSED OPP IV -37 0 -37 LTCG -PE PREMIER CARLYLE DISTRESSED OPP IV 6029 6029 INT INC - PE PREMIER CARLYLE DISTRESSED OPP IV ONSHORE 3154 3154 DIV INC - PE PREMIER CARLYLE DISTRESSED OPP IV 1033 1033 INT INC - CEMOF II AIV LP 60 60 BROOKFIELD CORP COST BASIS ADJUSTMENT 39754 INVESTMENT FEE 135901 135901 0 TAXES PAID 4068 0 0 PE PREMIER CARLYLE DISTRESSED OPP IV ONSHORE FEEDER K-1 FOREIGN TAX PD 2670 983 0 538 538 0