2025-10-11T10:46:30-05:00 2024-12-31 420714325 RSM US LLP 400 LOCUST STREET SUITE 640 DES MOINES IA 503092354 990PF 2024-01-01 320128589 CROOKHAM FAMILY FOUNDATION CROO 6416730411 100 1ST AVE WEST OSKALOOSA IA 525770808 LINDA CROOKHAM-HANSEN DIRECTOR 6416730411 2025-08-25 1 1 KATHY FAIRCHILD P00222608 5155586600 2025-08-25 2024 2025-03-06 01:10:19Z X 1981543 X 388075 150 150 29659 29659 65349 135299 65349 483233 95158 0 0 0 255 255 0 14271 14271 0 42 42 0 14568 14568 0 25000 25000 39568 14568 25000 443665 80590 79127 364052 364052 4195 88098 88098 1056846 1131683 1529393 1140168 1583833 1981543 0 0 X 0 0 0 0 1140168 1583833 1140168 1583833 1140168 1583833 1140168 443665 0 1583833 0 1583833 PUBLICLY TRADED SECURITIES P 78776 69950 8826 8826 CAPITAL GAINS DIVIDENDS P 56523 56523 56523 65349 1120 0 1120 0 1120 354 0 2500 0 2854 0 1734 1734 0 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 N/A MIKE DAHLHAUSER 6416730411 100 1ST AVENUE WEST OSKALOOSA IA 52577 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOE P CROOKHAM 100 1ST AVENUE WEST OSKALOOSA IA 52577 DIRECTOR 1.00 0 0 0 M JEAN BIERI 100 1ST AVENUE WEST OSKALOOSA IA 52577 DIRECTOR 1.00 0 0 0 DIANE G CROOKHAM-JOHNSON 100 1ST AVENUE WEST OSKALOOSA IA 52577 DIRECTOR 1.00 0 0 0 LINDA C CROOKHAM-HANSEN 100 1ST AVENUE WEST OSKALOOSA IA 52577 DIRECTOR 1.00 0 0 0 BETH W CROOKHAM 100 1ST AVENUE WEST OSKALOOSA IA 52577 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1475379 223550 0 1698929 0 0 1698929 25484 1673445 83672 83672 1120 1120 82552 0 82552 0 82552 25000 0 25000 82552 0 0 140846 56114 35147 232107 25000 0 0 0 25000 0 57552 57552 174555 0 0 0 0 0 0 0 174555 83294 56114 35147 JOE P CROOKHAM M JEAN BIERI DIANE G CROOKHAM-JOHNSON LINDA C CROOKHAM-HANSEN BETH W CROOKHAM X DRAKE UNIVERSITY 2507 UNIVERSITY AVE DES MOINES IA 50311 NONE PC GENERAL OPERATING BUDGET 25000 25000 0 14 150 14 29659 18 65349 0 95158 0 95158 0 0 0 0 0 0 0 0 0 0 X X 1 CROOKHAM MASTER INCENTIVE TRUST #1 325 DAKOTA DUNES BLVD DAKOTA DUNES SD 570495176 388075 X BLACKROCK, INC. 1911 12301 CSX CORPORATION 3390 12198 EMERSON ELECTRIC CO. 4966 12021 MONDELEZ INTERNATIONAL, INC. 9934 13678 PHILLIPS 66 4879 10596 FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDX FD 4316 5524 FIRST TRUST DOW JONES INTERNET INDEX FUND 7943 22128 FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDX FD 6914 23224 FIRST TRUST MANAGED MUNICIPAL ETF 40673 39140 FIRST TRUST NORTH AMERICAN ENERGY INFRASTR FD 31129 52330 INVESCO S&P 500 LOW VOLATILITY ETF 31382 47983 ISHARES CORE DIVIDEND GROWTH ETF 106364 150107 ISHARES NATIONAL MUNI BOND ETF 56904 54315 SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 21997 42797 SPDRS&PDIVIDEND ETF 34631 51800 AMERICAN FUNDS NEW PERSPECTIVE F3 72714 123989 BLACKROCK HIGH YIELD MUNICIPAL FUND 30000 33007 COLUMBIA CONTRARIAN CORE INST3 63445 85682 DELAWARE EMERGING MARKETS R6 31161 36702 EDGEWOOD GROWTH FUND 101718 149417 FEDERATED HERMES KAUFMANN SMALL CAP R6 11985 12614 HARTFORD BALANCED INCOME F 85411 85646 JHANCOCK DISCIPLINED VALUE MID CAP R6 57852 58066 JPMORGAN EQUITY INCOME R6 59926 87715 MFS INTERNATIONAL DIVERSIFICATION FUND CLASS R6 48872 52183 PRINCIPAL MIDCAP R-6 39419 64279 VICTORY SYCAMORE SMALL COMPANY OPP R6 50922 69206 LOWES COMPANIES 7817 8852 UNITEDHEALTH GROUP 2426 2529 PIMCO INTERMEDIATE MUNI BOND ETF 30224 29844 DFA INTERNATIONAL SMALL COMPANY I 21125 22414 VISA 3798 14538 JOHNSON & JOHNSON 10096 8749 ISHARES CORE TOTAL USD BOND 35439 33819 LEGAL FEES 255 255 0 BANK FEES 42 42 0 INVESTMENT FEES 14271 14271 0