2025-04-09T09:31:02-07:00 2024-12-31 421355320 PAPPAJOHN SHRIVER EIDE & NIELSEN PC 103 E STATE ST SUITE 800 PO BOX 158 MASON CITY IA 50402 990PF 2024-01-01 421445433 STRATFORD FOUNDATION STRA 6414221600 PO BOX 1708 MASON CITY IA 50401 ROBERTA CORNELIUS TRUSTEE 6414221600 2025-04-02 true true DAVID A GROOTERS P00088128 6414234264 2025-04-09 2024 2025-03-06 01:10:19Z X 749588 X X 987 987 28737 28737 21273 31069 21273 0 286 0 51283 50997 1100 428 500 0 0 0 2383 1186 4411 1186 0 39500 39500 43911 1186 39500 7372 49811 0 0 0 12914 9157 9157 0 0 97357 112408 562333 144475 144475 152600 0 25155 21208 25498 0 0 0 0 279901 287248 749588 0 0 0 0 0 X 279901 287248 279901 287248 279901 287248 279901 7372 287273 25 287248 135 SHARES CHEVRON CORP D 1993-12-01 2024-03-27 21143 0 734 20409 0 0 0 20409 110 SHARES ETF VANGUARD EMERGING MKTS P 2016-04-14 2024-11-18 4950 0 5115 -165 0 0 0 -165 51 SHARES ISHARES DJ US REAL ESTATE P 2016-04-04 2024-11-18 4976 0 3947 1029 0 0 0 1029 21273 692 0 692 0 692 424 424 424 268 0 false false false false false false false true true true false false false false true N/A ROBERTA E CORNELIUS 6414221600 2601 4TH STREET SW MASON CITY IA 50401 false false false false false false false false false false false false false false false false false false false false ROBERTA E CORNELIUS 2601 4TH STREET SW Mason City IA 50401 TRUSTEE 1.00 500 0 0 JOYCE M PAVEK 2601 4TH STREET SW Mason City IA 50401 TRUSTEE 1.00 300 0 0 ROBERTA M ANDERSON 2601 4TH STREET SW Mason City IA 50401 TRUSTEE 1.00 300 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 775224 17610 0 792834 0 792834 11893 780941 39047 39047 692 692 38355 38355 38355 39500 0 39500 38355 34511 27342 4686 39330 46449 152318 39500 0 39500 191818 0 0 0 38355 34511 157307 27342 4686 39330 46449 39500 NA NA ROBERTA E CORNELIUS PO BOX 1708 MASON CITY IA 50401 6414221600 CONTACT ROBERTA E. CORNELIUS USING INFORMATION IN 2(A) ABOVE GENERALLY JULY 1 THROUGH AUGUST 31 PREFERENCE GIVEN TO NORTH IOWA AND ACTIVITIES RELATED TO YOUTH NORTH IOWA CASA 220 NORTH WASHINGTON AVE MASON CITY IA 50401 PC VOLUNTEER REIMBURSEMENTFOR EXPENSES 3500 NORTH IOWA AG IN THE CLASSROOM 65 STATE STREET GARNER IA 50428 PC ASSIST WITHGROWTH/DEVELOPMENTIN PROGRAM 5000 STEBENS CHILDREN'S THEATER 616 NORTH DELAWARE AVENUE MASON CITY IA 50401 PC SCHOLARSHIPSFOR STUDENTS 3500 COMMUNITY KITCHEN - NORTH IOWA 606 NORTH MONROE AVENUE MASON CITY IA 50401 PC PROVIDE MEALSFOR FAMILIESAND CHILDREN 3500 MASON CITY PUBLIC LIBRARY 225 2nd Street SE MASON CITY IA 50401 PC FACILITATIONOF YEAR ROUNDREADING PROGRAM 2500 43 NORTH IOWA 1225 S Harrison Ave MASON CITY IA 50401 PC INTERNSHIP PROGRAM FORSTUDENTS 3500 CITY OF MASON CITY IOWA 10 1ST STREET NW MASON CITY IA 50401 PC UE SCOPE FORMASON CITY FIREDEPARTMENT 7000 MASON CITY FAMILY YMCA 1840 SOUTH MONROE AVENUE MASON CITY IA 50401 PC REPAIR MOTORAND PUMP FOR TWO POOLS 5500 YSS NORTH IOWA 50 N EISENHOWER AVENUE MASON CITY IA 50401 PC NEW EQUIPMENTAND ACTIVITIESFOR PROGRAM 5500 39500 0 14 987 14 28737 18 21273 21273 50997 21273 72270 8 THE CAPITAL LOSS WAS FROM THE SALE OF STOCK WHICH REBALANCED FOUNDATION INVESTMENTS false false false false false false false false false false PAPPAJOHN LAW FIRM TAX PREPARATION 500 131 SHARES OF CHEVRON CORPORATION 1993-12 Donated 2024-03 21143 734 20409 110 SHARES OF ETF VANGUARD EMERGING MARKETS 2016-04 Purchased 2024-11 4950 5115 -165 51 SHARES DJ US REAL ESTATE 2016-04 Purchased 2024-11 4976 3947 1029 ISHARE BARCLAYS TIPS BOND FD 4475 4475 VANGUARD TOTAL BOND MARKET INDEX ADM 140000 148125 CHEVRON CORPORATION 16285 433796 VANGUARD MID CAP 25000 54215 ISHARE MSCI EAFE FUND 30228 31756 ETF VANGUARD EMERGING MARKETS 19995 18937 VANGUARD 500 INDEX ADMIRAL 20900 23629 REAL ESTATE INVESTMENT TRUST - ISHARES DJ US RE 21208 25498 PAPPAJOHN LAW FIRM LEGAL 400 COLUMN SOFTWARE NEWSPAPER AD 28 ADJUSTMENTS PER BOOKS 25 FCB ADMIN EXPENSES 2373 1186 COURT COSTS 10 INCOME TAX REFUND 286 0