2026-04-08T20:25:03-05:00 2025-11-30 420714325 RSM US LLP 400 LOCUST STREET SUITE 640 DES MOINES IA 503092354 990PF 2024-12-01 421293625 THOMAS & LINDA KOEHN FOUNDATION THOM 5153235109 3131 FLEUR DR UNIT 706 DES MOINES IA 503211741 THOMAS KOEHN PRESIDENT 5153235109 2026-04-02 1 1 KATHY FAIRCHILD P00222608 5155586600 2026-04-02 2024 2025-03-06 01:10:19Z X 192469591 X 3366320 2516357 2516357 479647 3733184 479647 6362324 2996004 0 0 0 4851 0 4851 2825 1413 1412 153150 75 153075 42566 0 0 5132 0 5132 208524 1488 164470 5390000 5390000 5598524 1488 5554470 763800 2994516 6624487 2942320 2942320 56830020 58840558 186909332 717914 1317914 2617939 64172421 63100792 192469591 0 0 X 0 0 0 0 64172421 63100792 64172421 63100792 64172421 63100792 64172421 763800 0 64936221 1835429 63100792 PUBLICLY TRADED SECURITIES P 3733184 3253537 479647 479647 479647 41624 0 41624 0 41624 41500 0 0 0 41500 X 59 183 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 1 1 N/A THOMAS KOEHN 5152841911 3131 FLEUR DRIVE UNIT 706 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 THOMAS KOEHN 3131 FLEUR DRIVE UNIT 706 DES MOINES IA 503211741 PRESIDENT 0.50 0 0 0 LINDA KOEHN 3131 FLEUR DRIVE UNIT 706 DES MOINES IA 503211741 SECRETARY 0.50 0 0 0 NONE 0 NONE 0 SUPPORT OF GREATER DES MOINES SUPPORTIVE HOUSING (87-2089425). 600000 600000 167763009 5679462 0 173442471 0 0 173442471 2601637 170840834 8542042 8542042 41624 41624 8500418 0 8500418 0 8500418 5554470 600000 6154470 8500418 5885541 0 0 6154470 5885541 0 0 268929 0 0 0 0 0 0 0 0 8231489 0 0 0 THOMAS KOEHN LINDA KOEHN X BY DEGREES FOUNDATION 1171 7TH ST DES MOINES IA 50314 NONE PC GENERAL OPERATING FUND 400000 CITIZENS FOR COMMUNITY BETTERMENT 666 GRAND AVE SUITE 2000 DES MOINES IA 50309 NONE PC GENERAL OPERATING FUND 30000 COMMUNITY FOUNDATION OF GREATER DES MOINES 1915 GRAND AVENUE DES MOINES IA 50309 NONE PC NEW HORIZONS FUND. COMMUNITY BETTERMENT PROJECT GRANTS 1400000 COMMUNITY FOUNDATION OF GREATER DES MOINES 1915 GRAND AVENUE DES MOINES IA 50309 NONE PC LEADERSHIP GRANT FUND, OPPORTUNITY ACTIVATION FUND, AVENUE SCHOLARS 602000 DENTAL CONNECTIONS 1111 9TH STREET 190 DES MOINES IA 50314 NONE PC GENERAL OPERATING FUND 575000 DES MOINES ART CENTER 4700 GRAND AVENUE DES MOINES IA 50312 NONE PC GENERAL OPERATING FUND 20000 DES MOINES METRO OPERA FOUNDATION 106 WEST BOSTON AVE INDIANOLA IA 50125 NONE PC GENERAL OPERATING FUND 84000 DES MOINES SYMPHONY ASSOCIATION FOUNDATION 221 WALNUT ST DES MOINES IA 50309 NONE SO II GENERAL OPERATING FUND 278000 DES MOINES SYMPHONY ASSOCIATION 1011 LOCUST ST STE 200 DES MOINES IA 50309 NONE PC GENERAL OPERATING FUND 10000 DRAKE UNIVERSITY 2507 UNIVERSITY DES MOINES IA 50311 NONE PC JOHANSEN STUDENT CENTER 100000 EVERGLADES FOUNDATION 18001 OLD CUTLER ROAD SUITE 625 PALMETTO BAY FL 33157 NONE PC GENERAL OPERATING FUND 50000 FEEDING DREAMS 2097 TRADE CENTER WAY SUITE D NAPLES FL 34109 NONE PC GENERAL OPERATING FUND 5000 HEALTH NETWORK FOUNDATION 33 RIVER ST 3 CHAGRIN FALLS OH 44022 NONE PC GENERAL OPERATING FUND 1000 HERITAGE CAROUSEL OF DES MOINES 1801 PENNSYLVANIA AVENUE DES MOINES IA 50313 NONE PC GENERAL OPERATING FUND 50000 IOWA POETRY FOUNDATION 16096 320TH WAY EARLHAM IA 50072 NONE PC GENERAL OPERATING FUND 2000 NAPLES CHILDREN & EDUCATION FOUNDATION 6200 SHIRLEY STREET NAPLES FL 34109 NONE PC GENERAL OPERATING FUND 250000 PRIMARY HEALTHCARE 1200 UNIVERSITY AVE 200 DES MOINES IA 50314 NONE PC GENERAL OPERATING FUND 125000 UNITED WAY OF CENTRAL IOWA 1111 9TH ST SUITE 100 DES MOINES IA 50314 NONE PC GENERAL OPERATING FUND 100000 VANGUARD CHARTIABLE PO BOX 9509 WARWICK RI 02889 NONE PC EDUCATIONAL PROGRAMS 1150000 VARIETY CHILDRENS CHARITY OF IOWA 505 5TH AVE STE 310 DES MOINES IA 50309 NONE PC GENERAL OPERATING FUND 50000 WESLEY LIFE MEALS ON WHEELS 5508 NW 88TH STREET JOHNSTON IA 50131 NONE PC GENERAL OPERATING FUND 78000 WHITNEY MUSEUM NATIONAL COMMIT 99 GANSEVOORT STREET NEW YORK NY 10014 NONE PC GENERAL OPERATING FUND 25000 WOMEN' FOUNDATION OF COLLIER COUNTY 1110 PINE RIDGE RD STE 200 NAPLES FL 34108 NONE PC GENERAL OPERATING FUND 5000 5390000 0 14 2516357 18 479647 0 2996004 0 2996004 0 0 0 0 0 0 0 0 0 0 X X 1 THE WALDINGER CORPORATION 6200 SCOUT TRAIL DES MOINES IA 50321 3366320 X 1 PUBLICLY TRADED SECURITIES 3366320 2025-03-11 TAX RETURN PREPARATION 2825 1413 1412 ML - VG TTL STK MKT ETF AT COST 3910101 29773524 VANGUARD 500 INDEX FUND AT COST 3023099 8760101 VANGUARD 500 INDEX FUND ETF FUND AT COST 2376901 10090744 VANGUARD DEVELOPED MARKETS INDEX AT COST 333447 497631 VANGUARD EXTENDED MARKET FUND AT COST 5041596 18774886 VANGUARD FTSE ALL WORLD AT COST 1100930 4836782 VANGUARD SMALL CAP VALUE AT COST 684122 1676610 VANGUARD TAX MANAGED SMALL CAP AT COST 665694 2078718 VANGUARD TOTAL STOCK FUND AT COST 41258077 109031173 VANGUARD VALUE INDEX AT COST 446591 1389163 LEGAL FEES 4851 0 4851 PROGRAM RELATED INVESTMENT-NAPLES BOTANICAL GARDEN 717914 717914 2017939 PROGRAM RELATED INVESTMENT-GREATER DES MOINES SUPPORTIVE HOUSING 0 600000 600000 UNREALIZED GAIN ON CONTRIBUTED ASSETS 1835429 PHILANTHROPY MEMBERSHIP DUES 5000 0 5000 SUPPLIES 132 0 132 MERRILL LYNCH FEES 150 75 75 CONSULTING FEES 153000 0 153000 2024 EXCISE TAX ESTIMATES 41500 0 0 2023 BALANCE DUE 1066 0 0