2025-11-14T14:41:50-06:00 2024-12-31 KPMG LLP 191 W NATIONWIDE BLVD SUITE 500 COLUMBUS OH 43215 990PF 2024-01-01 421368650 The Wellmark Foundation % CHRISTA KUENNEN WELL 5153765066 1331 Grand Avenue Station 4W526 Des Moines IA 50309 CHRISTA KUENNEN TREASURER 5153765066 2025-11-15 true MOLLIE P LONGHOUSE P00294881 6142492300 2024 2025-03-06 01:10:19Z X 79766543 X 0 X 899941 2716130 -2897876 9604118 335391 5037144 762318 3039209 3813839 0 1916 0 0 1916 11328 0 0 11328 46010 46010 142000 0 415 415 642459 142090 500369 844128 142090 0 560038 3101299 3152094 3945427 142090 0 3712132 -906218 3671749 0 279628 312728 312728 74004586 79427093 79427093 15807 26722 26722 74300021 79766543 79766543 336307 285512 65442 167285 401749 452797 X 73898272 79313746 73898272 79313746 74300021 79766543 73898272 -906218 6321692 79313746 79313746 GLOBAL ASSET MANAGEMENT STRATEGIES 5625 GLOBAL ASSET MANAGEMENT STRATEGIES -52961 INDEPENDENT FRANCHISE PARTNERS 147979 INDEPENDENT FRANCHISE PARTNERS 883499 WELLINGTON TRUST COMPANY, NA 442071 WELLINGTON TRUST COMPANY, NA 1278136 AUDAX DIRECT LENDING SOLUTIONS FUND II-D, L.P. 482 AUDAX DIRECT LENDING SOLUTIONS FUND II-D, L.P. 812 DAVIDSON KEMPNER LONG-TERM DISTRESSED OPPORTUNITIES INTERNATIONAL V 130889 CASTLELAKE INCOME OPPORTUNITIES I B, L.P. -309 LOOMIS SAYLES CORE PLUS FIXED INCOME TRUST 204359 LOOMIS SAYLES CORE PLUS FIXED INCOME TRUST 192685 NET REALIZED G/(L) FROM OPEN-END FUNDS -2897876 335391 51037 51037 51037 68118 0 68118 X 0 17081 17081 false false false false false true true false true true IA true false false false false true N/A CHRISTA KUENNEN 5153765066 1331 GRAND AVENUE STATION 4W526 DES MOINES IA 503092901 false false false true false false false false false false false false false false false false false false false false false false false Kris DeGraff 1331 Grand Avenue Station 4W526 Des Moines IA 50309 Director 1.0 0 0 0 Mary Beth Hart 1331 Grand Avenue Station 4W526 Des Moines IA 50309 Director 1.0 0 0 0 Cammy Jenkins 1331 Grand Avenue Station 4W526 Des Moines IA 50309 Director 1.0 0 0 0 Jennifer Mentele 1331 Grand Avenue Station 4W526 Des Moines IA 50309 Director 1.0 0 0 0 Laura Jackson 1331 Grand Avenue Station 4W526 Des Moines IA 50309 Chairperson 1.0 0 0 0 Christa D Kuennen 1331 Grand Avenue Station 4W526 Des Moines IA 50309 Treasurer 1.0 0 0 0 Scott A Sundstrom 1331 Grand Avenue Station 4W526 Des Moines IA 50309 Secretary 1.0 0 0 0 Sherwin Robinson 1331 Grand Avenue Station 4W526 Des Moines IA 50309 Director 1.0 0 0 0 WELLINGTON GLOBAL SELECT CAPITAL 280 CONGRESS STREET BOSTON MA 02210 INVESTMENT SERVICES 118528 NONE NONE 77511896 199865 0 77711761 0 77711761 1165676 76546085 3827304 3827304 51037 4112 55149 3772155 3772155 3772155 3712132 0 0 0 0 3712132 3772155 0 2022 2021 2020 0 439693 381324 0 841727 557801 2220545 3712132 0 3712132 0 60023 60023 2160522 0 0 0 0 379670 1780852 381324 0 841727 557801 0 NONE NONE THE WELLMARK FOUNDATION 1331 GRAND AVENUE DES MOINES IA 50309 5153766420 WellmarkFoundation@wellmark.com APPLICATIONS SHOULD BE SUBMITTED BY COMPLETING THE FORM AVAILABLE THROUGH THE ALIGNMENT TOOL ON THE WELLMARK FOUNDATION'S WEBSITE. THE FORM WILL GUIDE APPLICANTS TO PROVIDE ALL REQUIRED INFORMATION. APPLICATIONS HAVE NO SUBMISSION DEADLINES. APPLICATIONS MUST ALIGN WITH AND SUPPORT THE FOUNDATION'S MISSION TO FUND INITIATIVES THAT PROVIDE A POSITIVE IMPACT TO THE HEALTH OF IOWANS AND SOUTH DAKOTANS. CHARITIES AID FOUNDATION AMERICA 225 REINEKERS LANE SUITE 375 ALEXANDIRA VA 22314 NONE PC BLUESCARE GIVING MATCHING GIFTS AND PERSONAL VOLUNTEER TIME DONATIONS. 758599 CITY OF AUBURN IOWA 209 PINE ST AUBURN IA 51433 NONE GOV BLUESCARE GIVING MATCHING GIFTS. 250 DES MOINES AREA COMMUNITY COLLEGE FOUNDATION 2006 S ANKENY BLVD ANKENY IA 50023 NONE PC BLUESCARE GIVING MATCHING GIFTS AND PERSONAL VOLUNTEER TIME DONATIONS. 5580 WHITEROCK CONSERVANCY 1436 HIGHWAY 141 COON RAPIDS IA 50058 NONE PC BLUESCARE GIVING MATCHING GIFTS. 103 SANFORD HEALTH FOUNDATION PO BOX 5039 SIOUX FALLS SD 57117 NONE PC BLUESCARE GIVING MATCHING GIFTS. 26 COMMUNITY FOUNDATION OF GREATER DES MOINES 1915 GRAND AVE DES MOINES IA 50309 NONE PC BLUESCARE GIVING MATCHING GIFTS. 4000 WINTERSET COMMUNITY SCHOOL DISTRICT 303 WAMBOLD DR WINTERSET IA 50273 NONE GOV DONATION TO HIGH SCHOOL BOYS SOCCER IN RECOGNITION OF THE 2024 INCLUSION AMBASSADOR AWARD NOMINATOR. 500 BACK 2 SCHOOL IOWA 767 SE WILLIAMS CT WAUKEE IA 50263 NONE PC DONATION TO SUPPORT BACK 2 SCHOOL IOWA IN RECOGNITION OF 2024 INCLUSION AMBASSADOR AWARD WINNER. 1000 BRAVO GREATER DES MOINES INC 801 GRAND AVE SUITE 250 DES MOINES IA 50309 NONE PC TO SUPPORT THE PASSPORT TO CULTURE PROGRAM FOR 20 YEARS INTO THE FUTURE. 100000 CHILDSERVE FOUNDATION INC 5406 MERLE HAY RD JOHNSTON IA 50131 NONE PC ADDITION OF TWO NEUROBEHAVIORAL HEALTH TREATMENT ROOMS TO INCREASE CAPACITY TO SERVE MORE IOWA FAMILIES AND SUPPORT THE WORKFORCE OF IOWA'S EMPLOYERS. 250000 DRAKE UNIVERSITY 2507 UNIVERSITY AVE DES MOINES IA 50311 NONE PC PROVIDE FINANCIAL SUPPORT FOR UP TO SIX (6) SCHOLARSHIPS FOR THE 2022-2024, 2023-2025 OR 2024-2026 PROGRAM COHORTS THAT WILL BE MADE AVAILABLE TO CURRENT EMPLOYEES (OR THE DEPENDENTS OF CURRENT EMPLOYEES) OF BROADLAWNS MEDICAL CENTER, MERCYONE DES MOINES, AND DES MOINES - UNITY POINT (EACH, A "DES MOINES PROVIDER SYSTEM") THAT HAVE WORKED THROUGHOUT THE PANDEMIC OR COMPLETED TEACH/TECH AT BROADLAWNS. 15000 IOWA JAG INC 1111 9TH ST DES MOINES IA 50314 NONE PC DESIGN AND PILOT SOCIAL DETERMINANTS OF HEALTH/HEALTH EQUITY CURRICULUM MODULE FOR USE IN IOWA AND SOUTH DAKOTA. IMPROVE CAREER DEVELOPMENT CONFERENCE, LEADERSHIP DEVELOPMENT CONFERENCE, AND SKILLS DEVELOPMENT CONFERENCE. 50000 IOWA JAG INC 1111 9TH ST DES MOINES IA 50314 NONE PC EXPANSION IN UP TO 8 SCHOOLS WITH HIGH NEED FOR PROGRAMMING. 400000 LIFESCAPE FOUNDATION 2501 W 26TH ST SIOUX FALLS SD 57105 PC ENABLE THE CREATION OF A DEDICATED TESTING AND FUNCTIONAL ASSESSMENT ROOM FOR CONDUCTING FUNCTIONAL BEHAVIOR ASSESSMENTS (FBAS) AND FUNCTIONAL ANALYSES (FAS) ESSENTIAL FOR IDENTIFYING THE CAUSES AND FUNCTIONS OF CHALLENGING BEHAVIORS. 250000 ROCK VALLEY COMMUNITY SCHOOL DISTRICT 1712 20TH AVENUE ROCK VALLEY IA 51247 NONE GOV RESTORING THE LEARNING ENVIRONMENT AFTER A DISASTER. 150000 ROCK VALLEY COMMUNITY SCHOOL DISTRICT FOUNDATION PO BOX 25 ROCK VALLEY IA 51247 NONE PC 35 DOCUMENT CAMERAS, 75 AREA RUGS, 4 PIANOS AND ACCESSORIES. 31951 SOCIETY OF CHRISTIAN INSTRUCTION OF ROCK VALLEY IA 1405 17TH ST ROCK VALLEY IA 51247 NONE PC 16 WHITE BOARD ACTIVITY TABLES. 10961 SOCIETY OF CHRISTIAN INSTRUCTION OF ROCK VALLEY IA 1405 17TH ST ROCK VALLEY IA 51247 NONE PC RESTORING THE LEARNING ENVIRONMENT AFTER A DISASTER. 50000 SOUTH DAKOTA COMMUNITY FOUNDATION 2310 PATRON PKWY PIERRE SD 57501 NONE PC EXPANSION IN UP TO 3 SCHOOLS WITH HIGH NEED FOR PROGRAMMING. 150000 SOUTH DAKOTA COMMUNITY FOUNDATION 2310 PATRON PKWY PIERRE SD 57501 NONE PC IMPROVE CAREER DEVELOPMENT CONFERENCE AND LEADERSHIP DEVELOPMENT CONFERENCE. 30000 SPENCER COMMUNITY SCHOOL DISTRICT SUITE A - BOX 200 SPENCER IA 51301 NONE GOV 115 DESKS AND CHAIRS. 30000 SPENCER COMM SCHOOL DISTRICT SUITE A - BOX 200 SPENCER IA 51301 NONE GOV FOR RESTORING THE LEARNING ENVIRONMENT AFTER A DISASTER. 100000 STATE OF SOUTH DAKOTA 600 E CAPITOL AVE PIERRE SD 57501 NONE GOV THE SOUTH DAKOTA DEPARTMENT OF HEALTH WILL HOST "CREATING HEALTHY AND WEALTHY COMMUNITIES: A SKILL-BUILDING WORKSHOP FOR RURAL, TRIBAL AND FRONTIER COMMUNITIES" OCTOBER 1 AND 2, 2024 TO BRING TOGETHER CITY, COUNTY AND TRIBAL OFFICIALS, STATE AGENCIES, HEALTHCARE LEADERS, NON-PROFIT LEADERS, COMMUNITY VOLUNTEERS, SCHOOLS SUPERINTENDENTS/PRINCIPALS, SCHOOL BOARD MEMBERS, ECONOMIC DEVELOPMENT PROFESSIONALS AND OTHERS INTERESTED IN IMPROVING COMMUNITY VITALITY IN RURAL, TRIBAL AND FRONTIER COMMUNITIES. THE CONFERENCE WILL PROVIDE A PLATFORM FOR LEARNING, KNOWLEDGE SHARING, NETWORKING AND BEST-PRACTICE SKILL BUILDING FOR PLANNING AND FUNDING INITIATIVES THAT CREATE THRIVING, HEALTHY COMMUNITIES. 33375 STATE UNIVERSITY OF IOWA FOUNDATION GRANT ACCOUNTING OFFICE 2410 UCC 201 S CLINTON ST IOWA CITY IA 52242 NONE PC THROUGH THIS PROJECT, THE EFFECTIVENESS OF THE RURAL VITALITY COALITION AND THE EFFECTIVENESS OF THE PROCESSES UTILIZED BY THE COALITION FOR COMMUNITY ASSESSMENT, ENGAGEMENT, AND CHANGE WILL BE EVALUATED BY THE UNIVERSITY OF IOWA INSTITUTE OF PUBLIC HEALTH PRACTICE, RESEARCH AND POLICY. IN 2024, FUNDING HAS BEEN PROVIDED IN 2 PARTS FOR PHASES 1-5 OF THE PROJECT AND FOR PHASE 6. 387672 UNIVERSITY OF NORTHERN IOWA 103 GILCHRIST HALL CEDAR FALLS IA 50614 NONE GOV SPEAKER AT "CREATING HEALTHY AND WEALTHY COMMUNITIES: A SKILL-BUILDING WORKSHOP FOR RURAL, TRIBAL AND FRONTIER COMMUNITIES" OCTOBER 1 AND 2, 2024. 5270 FUTURE FORT PIERRE 4 E MAIN AVE FORT PIERRE SD 57532 NONE PC TATANKA PROJECT. 1500 BLUES CARE GIVING CONTRIBUTIONS 1331 GRAND AVENUE STATION 4W526 DES MOINES IA 50309 PC SEE ATTACHMENT 1 336307 3152094 CHARITIES AID FOUNDATION AMERICA 225 REINEKERS LANE SUITE 375 ALEXANDIRA VA 22314 NONE PC BLUESCARE GIVING MATCHING GIFTS AND PERSONAL VOLUNTEER TIME DONATIONS. -50795 CHILDRENS HOME FOUNDATION PO BOX 1749 SIOUX FALLS SD 57101 NONE PC BLUESCARE GIVING MATCHING GIFTS. 0 CITY OF WINDSOR HEIGHTS POLICE DEPARTMENT 1133 66TH ST WINDSOR HEIGHTS IA 50324 NONE GOV BLUESCARE GIVING PERSONAL VOLUNTEER TIME. 0 CITY OF ANKENY PARKS AND RECREATION 1210 NW PRAIRIE RIDGE DR ANKENY IA 50023 NONE GOV BLUESCARE GIVING PERSONAL VOLUNTEER TIME. 0 DES MOINES AREA COMMUNITY COLLEGE FOUNDATION 2006 S ANKENY BLVD ANKENY IA 50023 NONE PC BLUESCARE GIVING PERSONAL VOLUNTEER TIME. 0 MINNEHAHA COUNTY 415 N DAKOTA AVE SIOUX FALLS SD 57104 NONE GOV BLUESCARE GIVING PERSONAL VOLUNTEER TIME. 0 285512 14 899941 18 5037144 18 -2897876 3039209 3039209 false false false false false false false false false false AUDITING & ACCOUNTING FEES 11328 11328 NONE WELLINGTON GLOBAL SELECT CAPITAL INVESTMENT MANAGEMENT FEES BLACKROCK LQ:T-FUND INSTL 791446 791446 EMERGING MARKET EQUITY SERIES 3690730 3690730 APOLLO TOTAL RETURN FUND 10310525 10310525 WELLINGTON GLSELCAP 12867280 12867280 TCW:TOTAL RETURN BOND I 0 0 INDEPENDENT FRANCHISE PARTNERS 12295615 12295615 CASTLELAKE INCOME OPPORTUNITIE 782019 782019 DAVIDSON KEMPNER LT DISTRESSED 3432863 3432863 PIMCO:INCOME INST 10877948 10877948 AUDAX DIRECT LENDING SOLUTIONS 1559762 1559762 FIDELITY 500 INDEX FUND 9353210 9353210 LOOMIS SAYLES FIXED INCOME 13465695 13465695 LEGAL FEES 1916 1916 INVESTMENT DUE & ACCRUED 6096 2881 2881 FEDERAL TAX RECEIVABLE 9711 23841 23841 OUTSIDE INVESTMENT EXPENSES 142090 142090 OVERHEAD AND OTHER EXPENSES 500369 500369 PASS THROUGH GAIN 5037144 762318 DONATED SERVICES 577441 UNREALIZED GAINS 5744251 INVESTMENT PAYABLE 30442 34285 DEFERRED TAX LIABILITY 35000 133000 OUTSIDE SERVICES 44000 44000 OTHER PROFESSIONAL FEES 2010 2010 FEDERAL EXCISE TAXES 142000 0