2025-11-12T14:24:54-06:00 2024-12-31 204498454 THE VROMAN GROUP LLP 6601 WESTOWN PARKWAY STE 250 WEST DES MOINES IA 50266 990PF 2024-01-01 421441831 HELEN J AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION III HELE 5152886041 3131 FLEUR DRIVE 1002 DES MOINES IA 50321 TIMOTHY J URBAN TRUSTEE 5152886041 2025-10-30 1 0 MARK A VROMAN CPA P01387413 5152784531 2024 2025-03-06 01:10:19Z X 1321387 X X 34756 34756 -65436 11074 64395 11074 45830 45830 0 0 0 2075 2075 0 11960 11960 0 65436 65436 79471 79471 0 68431 68431 147902 79471 68431 -102072 0 42254 42254 42254 21255 14888 14888 131298 0 128487 576839 609768 1091979 42057 44721 43779 813703 711631 1321387 0 0 X 1306085 1306085 0 0 -492382 -594454 813703 711631 813703 711631 813703 -102072 0 711631 0 711631 PUBLICLY TRADED SECURITIES - WELLS FARGO #6933 P 2024-01-01 2024-12-31 4980 4895 85 85 PUBLICLY TRADED SECURITIES - WELLS FARGO #6933 P 2024-01-01 2024-12-31 15104 14528 576 576 PUBLICLY TRADED SECURITIES - WELLS FARGO #6933 P 2024-01-01 2024-12-31 44311 33898 10413 10413 11074 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 IA 1 0 0 0 0 1 N/A TIMOTHY URBAN 5152080591 3131 FLEUR DRIVE 1002 DES MOINES IA 50321 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TIMOTHY JOHN URBAN 214 FOSTER DRIVE DES MOINES IA 50312 TRUSTEE 2.00 0 0 0 HEATHER URBAN HOLTZMAN 214 FOSTER DRIVE DES MOINES IA 50312 TRUSTEE 0.50 0 0 0 ANDREW BERK URBAN 214 FOSTER DRIVE DES MOINES IA 50312 TRUSTEE 0.50 0 0 0 TONI OSTER URBAN 214 FOSTER DRIVE DES MOINES IA 50312 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1135719 60325 0 1196044 0 0 1196044 17941 1178103 58905 58905 0 58905 0 58905 0 58905 68431 0 68431 58905 0 0 11492 10226 21718 68431 0 0 0 58905 9526 0 0 31244 0 0 0 0 0 0 0 31244 11492 10226 9526 X TIMOTHY J URBAN 3131 FLEUR DRIVE 1002 DES MOINES IA 50321 5152886041 NONE NONE NONE SALISBURY HOUSE FOUNDATION 4025 TONAWANDA DR DES MOINES IA 50312 NONE PUBLIC CHARITABLE - COMMUNITY RESOURCES 100 MOTHER JONES INVESTIGATIVE FUND PO BOX 8540 BIG SANDY TX 75755 NONE PUBLIC CHARITABLE - COMMUNITY RESOURCES 300 JEWISH FEDERATION 303 EAST WACKER DRIVE STE 2300 CHICAGO IL 60601 NONE PUBLIC CHARITABLE - RELIGION 5000 SKIDMORE COLLEGE 815 N BROADWAY SARATOGA SPRINGS NY 12866 NONE PUBLIC CHARITABLE - EDUCATION 2000 GIDEONS PROMISE 245 PEACHTREE CENTER AVE STE 1900 ATLANTA GA 30303 NONE PUBLIC CHARITABLE - COMMUNITY RESOURCES 500 HOLLER HEALTH JUSTICE PO BOX 11032 CHARLESTON WV 25339 NONE PUBLIC CHARITABLE - COMMUNITY RESOURCES 500 NATIONAL OUTDOOR LEADERSHIP SCHOOL 284 LINCOLN STREET LANDER WY 82520 NONE PUBLIC CHARITABLE - EDUCATIONAL 1000 INNOCENCE PROJECT 40 WORTH STREET NEW YORK NY 10158 NONE PUBLIC CHARITABLE - COMMUNITY RESOURCES 500 AMERICAN CANCER SOCIETY 1717 INGERSOLL AVE STE 111 DES MOINES IA 50309 NONE PUBLIC CHARITABLE - MEDICINE ACCESS 100 ALICE DEAL COMMUNITY ASSOCIATION 3815 FORT DR NW WASHINGTON DC 20016 NONE PUBLIC EDUCATIONAL 500 CHOATE ROSEMARY HALL 333 CHRISTIAN STREET WALLINGFORD CT 06492 NONE PUBLIC CHARITABLE GIVING - CHURCH 500 LEGAL AID SOCIETY 1331 H ST NW STE 350 WASHINGTON DC 20005 NONE PUBLIC CHARITABLE - COMMUNITY RESOURCES 500 ALZHEIMER'S ASSOCIATION 1415 28TH ST STE 430 WEST DES MOINES IA 50266 NONE PUBLIC CHARITABLE - HEALTH AND WELLBEING 100 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 NONE PUBLIC SUPPORT FOR MEDICINE ACCESS 100 AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD DENVER CO 80221 NONE PUBLIC EDUCATION 100 AMERICAN PARKINSONS DISEASE ASSOCIATION 1200 PLEASANT ST DES MOINES IA 50309 NONE PUBLIC SUPPORT FOR MEDICINE ACCESS 100 BARD COLLEGE - BPI PROGRAM PO BOX 5000 ANNANDALEONHUDSON NY 12504 NONE PUBLIC EDUCATION 1000 BLANK PARK ZOO FUNDRAISER 7402 SW 9TH DES MOINES IA 50315 NONE PUBLIC CHARITABLE-PUBLIC ZOO 2500 BOTANICAL GARDENS 909 ROBERT DAY DR DES MOINES IA 50309 NONE PUBLIC SUPPORT FOR THE ENVIRONMENT 600 CHILDREN AND FAMILIES OF IA 1111 UNIVERSITY AVE DES MOINES IA 50314 NONE PUBLIC SUPPORT FOR LOCAL COMMUNITIES 100 DARTMOUTH ALUMNI FUND (PETER REICHARD) 10 N MAIN ST HANOVER NH 03756 NONE PUBLIC EDUCATIONAL 6000 DES MOINES ART CENTER 4700 GRAND AVE DES MOINES IA 50312 NONE PUBLIC SUPPORT FOR PERFORMING ARTS 2500 DES MOINES HABITAT FOR HUMANITY 2200 E EUCLID AVE DES MOINES IA 50317 NONE PUBLIC MENTAL HEALTH SERVICES 250 DES MOINES PASTORAL COUNSELING CENTER 8553 URBANDALE AVE URBANDALE IA 50322 NONE PUBLIC MENTAL HEALTH SERVICES 1000 DES MOINES PERFORMING ARTS (AKA CIVIC CENTER) 221 WALNUT ST DES MOINES IA 50309 NONE PUBLIC CULTURE IN COMMUNITY 940 HOMES OF OAKRDIGE 1236 OAKRIDGE DR DES MOINES IA 50314 NONE PUBLIC AFFORDABLE HOUSING 7000 INTERFAITH ALLIANCE 1133 42ND ST DES MOINES IA 50311 NONE PUBLIC SUPPORT FOR RELIGIOUS FREEDOM 100 IOWA LEGAL AID FOUNDATION 1111 9TH ST SUITE 230 DES MOINES IA 50314 NONE PUBLIC LEGAL ASSISTANCE FOR LOW INCOME FAMILIES 250 IOWA PUBLIC RADIO 2111 GRAND AVE SUITE 100 DES MOINES IA 50312 NONE PUBLIC SUPPORT FOR LOCAL RADIO 150 NATIONAL GEOGRAPHIC SOCIETY 1145 17TH ST NW WASHINGTON DC 20036 NONE PUBLIC SUPPORT FOR WILDLIFE 100 NATIONAL PARK CONSERVANCY ASSOCIATION 777 6TH ST NW WASHINGTON DC 20001 NONE PUBLIC SUPPORT FOR LOCAL ENVIRONMENT 100 PLANNED PARENTHOOD 3303 109TH ST URBANDALE IA 50322 NONE PUBLIC CHARITABLE - COMMUNITY RESOURCES 1000 ROCKY MOUNTAIN CONSERVANCY 1895 FALL RIVER RD ESTES PARK CO 80517 NONE PUBLIC ENVRIONMENTAL 320 TIFERETH ISRAEL SYNAGOGUE 924 POLK BOULEVARD DES MOINES IA 50312 NONE PUBLIC CHARITABLE GIVING AT CHURCH 4098 URBAN DREAMS 601 FOREST AVE DES MOINES IA 50310 NONE PUBLIC CHARITABLE - COMMUNITY RESOURCES 500 DC ABORTION FUND PO BOX 65061 WASHINGTON DC 20035 NONE PUBLIC CHARITABLE - MEDICAL ACCESS 500 CAPITAL AREA FOOD BANK 4900 PUERTO RICO AVE NE WASHINGTON DC 20017 NONE PUBLIC CHARITABLE - FOOD ACCESS 2000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 NONE PUBLIC CHARITABLE - LAW SERVICES 1000 TORAH FUND 3080 BROADWAY NEW YORK NY 10027 NONE PUBLIC CHARITABLE - RELIGION 180 WESLEY LIFE FOUNDATION 9225 CASCADE AVE WEST DES MOINES IA 50266 NONE PUBLIC COMMUNITY HEALTH 5000 WHITEROCK CONSERVANCY 1390 HIGHWAY 141 COON RAPIDS IA 50058 NONE PUBLIC CHARITABLE - ENVIRONMENT CONSERVATION 100 YOUNG WOMENS RESOURCE CENTER 818 5TH AVE DES MOINES IA 50309 NONE PUBLIC CHARITABLE - WOMENS HEALTH 500 UNITED WAY 1111 9TH ST SUITE 100 DES MOINES IA 50314 NONE PUBLIC COMMUNITY RESOURCES 18743 68431 0 14 34756 30 -65436 14 18 11074 0 -19606 0 -19606 0 0 0 0 0 0 0 0 0 0 TAX PREP 2075 2075 0 CORPORATE STOCK 609768 1091979 0 128487 0 0 INVESTMENTS-OTHER AT COST 44721 43779 INVESTMENT ADVISORY FEES 11960 11960 0