2026-07-27T15:58:39-05:00 2025-12-31 010852927 Keith Oltrogge CPA PC 201 E Main St Denver IA 506220310 990PF 2025-01-01 473249526 FRUCHTENICHT & INVESTMENT CENTER FOUNDATION FRUC 3192316531 2144 220th St Lot 2 INDEPENDENCE IA 50644 MIKEL MARKEY PRESIDENT 3193347091 2026-07-27 1 Keith Oltrogge CPA PC P00556907 3199845292 2026-07-27 X 2025 2025-03-06 01:10:19Z X X X 6136763 X X 489645 489645 92725 92725 829036 848161 829036 27725 27725 1439131 1439131 0 0 0 0 0 0 0 0 0 0 0 1439131 1439131 56869 56869 4687511 4687511 370821 0 0 370821 370821 0 600325 600325 0 421237 421237 0 6136763 6136763 0 0 X 0 0 0 0 0 1439131 0 6136763 0 6136763 0 1439131 4733137 6172268 35505 6136763 SCHWAB -REALIZED GAIN P 2025-11-03 2025-12-31 18158 19125 -967 -967 WALTON K1 CAP Gain P 2025-11-03 2025-12-31 214 214 214 TRUST PASS THRU 99-6871387 P 2025-11-03 2025-12-31 417245 417245 417245 TRUST PASS THRU 99-6871387 P 2025-11-03 2025-12-31 411476 411476 411476 Capital Gains Dividends P 1068 1068 1068 829036 20004 0 20004 0 20004 0 0 0 0 0 X 0 20004 0 0 0 0 0 0 0 0 0 0 1 1 IA 0 0 0 0 1 N/A SARA WRAGE 3194158787 4727 161ST CT URBANDALE IA 50323 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MIKEL MARKEY 2144 220TH ST LOT 2 INDEPENDENCE IA 50644 PRESIDENT 0.30 0 0 0 BRENDA MARKEY 21901 MUD LAKE RD DUBUQUE IA 52001 VICE PRESIDENT 0.30 0 0 0 SARA WRAGE 4727 161ST CT URBANDALE IA 50323 TREASURER 0.30 0 0 0 TANYA GREINER 2140 HORSESHOE DR INDEPENDENCE IA 50644 SECRETARY 0.30 0 0 0 NONE 0 NONE 0 0 0 54766 33174 885739 973679 0 0 973679 14605 959074 47954 47954 20004 20004 27950 0 27950 0 27950 0 0 0 27950 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 27950 0 0 0 X 0 0 489645 92725 27725 829036 0 0 1439131 1439131 8 ALL INCOME TO BE USED IN FOUNDATION FOR CHARITABLE PURPOSES 0 0 0 0 0 0 0 0 0 0 THE ORGANIZATION IS AN IOWA NON PROFIT CORPORATION AND IS NOT ORGANIZED AS A CHARITABLE TRUST.THE ORGANIZATION IS NOT REQUIRED TO REPORT TO OR FURNISH A COPY TO THE IOWA ATTORNEY GENERAL. THIS IS ORGS FIRST 990PF. FED ID OBTAINED SEVERAL YRS AGO BUT NO ACTIVITY 990PF P1 LINE G fEDERAL ID NUMBER OBTAINED SEVERAL YEARS AGO BUT THERE HAS BEEN NO ACTIVITY UNTIL 2025. fORM 1023 APPROVED BY IRS ON 06,19,2025 SCHWAB ACCOUNT 600325 600325 PUBLICLY TRADED PTR AT COST 421237 421237 ACCRUED INTEREST AND MARKET CHANGE TO FUNDING AMOUNT 35505 JEFFREY FRUCHTENICHT TRUST 26986 26986 26986 NEW HARMONY K-1 OTHER INCOME 739 739 739 FUNDING BY TRUST ON 11/3 4733137 MIKEL MARKEY PRES PRES 1228928 1092382 2024-01 2034-01 10 YR BALLOON 8.000000000000 CLOSELY HELD CORP STOCK PURCH DECEDENTS STOCK 0 TANYA GREINER SEC SEC 301948 197629 2024-01 2034-01 10 YR BALL 8.000000000000 CLOSLEY HELD CORP STOCK PURCH DECEDENT STOCK 0 INVESTMENT CENTER INC 3990243 3397500 2024-01 2034-11 10 YR BALL 8.000000000000 CORPORATE STOCK PURCH DECEDENT STOCK 0