2024-05-20T10:44:00-05:00 2023-12-31 882802798 FORGE FINANCIAL & MANAGEMENT CONSULTING 1245 JORDAN CREEK PKWY SUITE 100 WEST DES MOINES IA 50266 990PF 2023-01-01 237068402 PETER H AND E LUCILLE GAASS KUYPER FOUNDATION PETE 6416213834 617 FRANKLIN PLACE SUITE 200 PELLA IA 50219 STAN VAN WYK EXECUTIVE DIRECTOR 6416213241 2024-05-20 1 STAN VAN WYK XXX-XX-XXXX 1 MONICA L SULLIVAN CPA P00239113 5156203050 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 11289987 X X 47 47 310681 310681 192902 7176454 192902 30423 30423 534053 534053 0 0 0 240 0 0 5342 2671 0 98071 97711 0 14735 8830 0 118388 109212 0 570400 710400 688788 109212 710400 -154735 424841 55351 6366 6366 7614 1991 1991 7439689 6963393 6963393 2698284 3108203 3108203 730486 1210034 1210034 10931424 11289987 11289987 387100 247100 387100 247100 X 10544324 11042887 10544324 11042887 10931424 11289987 10544324 -154735 653298 11042887 0 11042887 ST COVERED SALES - MORGAN STANLEY ACCT XXX352 P 2023-07-07 2023-10-31 1544426 1531747 12679 12679 ACCRUED MARKET DISCOUNT - MORGAN STANLEY ACCT XXX352 P 2023-07-07 2023-10-31 12672 -12672 -12672 ST COVERED SALES - MORGAN STANLEY ACCT XXX355 P 2022-08-11 2023-05-15 19121 16961 2160 2160 LT COVERED SALES - MORGAN STANLEY ACCT XXX355 P 2020-07-15 2023-05-15 291868 291203 665 665 ST COVERED SALES - MORGAN STANLEY ACCT XXX357 P 2023-04-10 2023-06-30 53385 51317 2068 2068 LT COVERED SALES - MORGAN STANLEY ACCT XXX357 P 2015-07-23 2023-05-15 185009 118232 66777 66777 ST COVERED SALES - MORGAN STANLEY ACCT XXX359 P 2023-04-03 2023-09-11 119904 129550 -9646 -9646 LT COVERED SALES - MORGAN STANLEY ACCT XXX359 P 2022-01-20 2023-05-15 209082 239441 -30359 -30359 ST COVERED SALES - MORGAN STANLEY ACCT XXX360 P 2022-12-08 2023-05-15 2756 2724 32 32 LT COVERED SALES - MORGAN STANLEY ACCT XXX360 P 2016-04-06 2023-05-15 458226 593866 -135640 -135640 ST COVERED SALES - MORGAN STANLEY ACCT XXX699 P 2022-11-02 2023-05-02 304964 312931 -7967 -7967 LT COVERED SALES - MORGAN STANLEY ACCT XXX699 P 2022-02-16 2023-05-15 878946 547710 331236 331236 ST COVERED SALES - MORGAN STANLEY ACCT XXX9701 P 2022-11-29 2023-11-17 269813 266983 2830 2830 LT COVERED SALES - MORGAN STANLEY ACCT XXX9701 P 2017-01-20 2023-11-06 692353 576725 115628 115628 LT COVERED SALES - MORGAN STANLEY ACCT XXX9702 P 2021-03-30 2023-02-02 671320 678788 -7468 -7468 HSBI CI CALL IDXS11800 P 2022-05-20 2023-11-24 100000 100000 0 0 CASH IN LIEU - OAKTREE SPECIALTY LENDING CORP P 2023-01-24 4 4 0 0 ST COVERED SALES - MORGAN STANLEY ACCT XXX6332 P 2023-01-09 2023-05-15 146176 163125 -16949 -16949 LT COVERED SALES - MORGAN STANLEY ACCT XXX6332 P 2020-04-13 2023-05-15 363757 522055 -158298 -158298 ST COVERED SALES - MORGAN STANLEY ACCT XXX7024 P 2022-08-08 2023-05-15 7757 8766 -1009 -1009 LT COVERED SALES - MORGAN STANLEY ACCT XXX7024 P 2020-02-14 2023-05-15 226590 199855 26735 26735 ST COVERED SALES - MORGAN STANLEY ACCT XXX0060 P 2022-11-14 2023-05-15 52493 48883 3610 3610 LT COVERED SALES - MORGAN STANLEY ACCT XXX0060 P 2021-03-15 2023-05-15 482417 494876 -12459 -12459 ST COVERED SALES - MORGAN STANLEY ACCT XXX104 P 2023-05-19 2023-07-20 77643 75138 2505 2505 GAIN FROM PE PREMIER APOLLO INVESTMENT FUND X OFFSHORE FEEDED FUND P 2023-05-03 2023-12-31 2175 2175 2175 ADD'L PROCEEDS FROM SALE OF PARTNERSHIP INTEREST - NORTH HAVEN CREDIT PARTNE P 2020-12-01 2023-01-30 15481 15481 15481 CAPITAL GAINS DIVIDENDS P 788 788 788 192902 5905 0 5905 0 5905 7896 0 5000 0 12896 0 6991 6991 0 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 1 1 WWW.KUYPERFOUNDATION.ORG KATHY SCHIPPER 6416213834 617 FRANKLIN PLACE SUITE 200 PELLA IA 50219 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 MARY F GRIFFITH 3148 UPPER CATTLE CREEK ROAD CARBONDALE CO 81623 PRESIDENT 0.10 0 0 0 CHARLES FARVER 617 FRANKLIN PLACE SUITE 200 PELLA IA 50219 VICE PRESIDENT 0.10 0 0 0 PETER C KUYPER 11115 WEST HIGHWAY 24 SUITE 2A DIVIDE CO 80814 VICE PRESIDENT 0.10 0 0 0 KAREN FARVER 617 FRANKLIN PLACE SUITE 200 PELLA IA 50219 DIRECTOR 0.10 0 0 0 JAMES W GRIFFITH JR 3148 UPPER CATTLE CREEK ROAD CARBONDALE CO 81623 DIRECTOR 0.10 0 0 0 JACQUELINE KUYPER 11115 WEST HIGHWAY 24 SUITE 2A DIVIDE CO 80814 DIRECTOR 0.10 0 0 0 ADAM FARVER 115 N HIGH ST DENVER CO 80218 DIRECTOR 0.10 0 0 0 MELISSA FARVER 115 N HIGH ST DENVER CO 80218 DIRECTOR 0.10 0 0 0 CHARLES JACOB FARVER 4317 FOREST LANE NW WASHINGTON DC 20007 DIRECTOR 0.10 0 0 0 CLAIRE FARVER 4317 FOREST LANE NW WASHINGTON DC 20007 DIRECTOR 0.10 0 0 0 BENJAMIN FARVER 61656 ROWALLAN COURT BEND OR 97703 DIRECTOR 0.10 0 0 0 MEAGHAN FARVER 61656 ROWALLAN COURT BEND OR 97703 DIRECTOR 0.10 0 0 0 JAMES W GRIFFITH III 8435 COUNTY ROAD 113 CARBONDALE CO 81623 DIRECTOR 0.10 0 0 0 AMY G CHARTERS 270 BRISTLECONE DRIVE CARBONDALE CO 81623 DIRECTOR 0.10 0 0 0 JOHN CHARTERS 270 BRISTLECONE DRIVE CARBONDALE CO 81623 DIRECTOR 0.10 0 0 0 MARY E RALSTON 12228 58 ROAD COLBRAN CO 81652 DIRECTOR 0.10 0 0 0 AARON RALSTON 12228 58 ROAD COLLBRAN CO 81652 DIRECTOR 0.10 0 0 0 MICHAEL KUYPER 1980 MILLIKIN COURT COLORADO SPRINGS CO 80918 DIRECTOR 0.10 0 0 0 JILL KUYPER 1980 MILLIKIN COURT COLORADO SPRINGS CO 80918 DIRECTOR 0.10 0 0 0 KATHY SCHIPPER 25991 GRAND AVE APLINGTON IA 50604 SECRETARY/TREASURER 1.00 0 0 0 STAN VAN WYK 617 FRANKLIN PLACE SUITE 200 PELLA IA 50219 EXECUTIVE DIRECTOR 0.10 0 0 0 BRYCE KUYPER 11115 WEST HIGHWAY 24 SUITE 2A DIVIDE CO 80814 DIRECTOR 0.10 0 0 0 NONE 0 NONE 0 0 11110299 29626 0 11139925 0 0 11139925 167099 10972826 548641 548641 5905 5905 542736 0 542736 0 542736 710400 0 710400 542736 0 0 126421 109908 311119 222367 149387 919202 710400 0 0 0 542736 167664 0 0 1086866 0 0 0 0 0 0 126421 960445 109908 311119 222367 149387 167664 STAN VAN WYK 617 FRANKLIN PLACE SUITE 200 PELLA IA 50219 6416213834 APPLICANTS SHOULD COMPLETE THE GRANT REQUEST FORM ON THE FOUNDATION'S WEBSITE JUNE 30 TO BE CONSIDERED AT THE JULY MEETING; NOVEMBER 30 TO BE CONSIDERED AT THE DECEMBER MEETING GRANTS WILL BE GIVEN TO CHARITABLE ORGANIZATIONS IN PELLA IOWA AND ITS SURROUNDING COMMUNITIES AMERICAN RED CROSS 431 18TH ST NW WASHINGTON DC 20006 NONE 501(C)3 FAMILY ADVISED GRANT 500 BEANSTALK FOUNDATION PO BOX 181145 DENVER CO 80218 NONE 501(C)3 FAMILY ADVISED GRANT 1000 CENTRAL COLLEGE 812 UNIVERSITY PELLA IA 50219 NONE 501(C)3 GRANT - STRENGTH AND CONDITIONING POSITION 50000 CENTRAL COLLEGE 812 UNIVERSITY PELLA IA 50219 NONE 501(C)3 GRANT - EDUCATION SCHOLARSHIPS 80000 CHARLES AND KAREN FARVER CHARITABLE FOUNDATION 617 FRANKLIN PLACE SUITE 200 PELLA IA 50219 NONE 501(C)3 - PF FAMILY ADVISED GRANT 24100 CHARLES SCHWAB CHARITABLE FUND 211 MAIN STREET FLOOR 10 SAN FRANCISCO CA 94105 NONE 501(C)3 FAMILY ADVISED GRANT 24100 CHARLES SCHWAB CHARITABLE FUND 211 MAIN STREET FLOOR 10 SAN FRANCISCO CA 94105 NONE 501(C)3 FAMILY ADVISED GRANT 24100 CHARLES SCHWAB CHARITABLE FUND 211 MAIN STREET FLOOR 10 SAN FRANCISCO CA 94105 NONE 501(C)3 FAMILY ADVISED GRANT 24100 CHARLES SCHWAB CHARITABLE FUND 211 MAIN STREET FLOOR 10 SAN FRANCISCO CA 94105 NONE 501(C)3 FAMILY ADVISED GRANT 24100 CHARLES SCHWAB CHARITABLE FUND 211 MAIN STREET FLOOR 10 SAN FRANCISCO CA 94105 NONE 501(C)3 FAMILY ADVISED GRANT 24100 CHARLES SCHWAB CHARITABLE FUND 211 MAIN STREET FLOOR 10 SAN FRANCISCO CA 94105 NONE 501(C)3 FAMILY ADVISED GRANT 24100 CHARLES SCHWAB CHARITABLE FUND 211 MAIN STREET FLOOR 10 SAN FRANCISCO CA 94105 NONE 501(C)3 FAMILY ADVISED GRANT 24100 CHILDREN'S CANCER CONNECTION 2708 GRAND AVENUE DES MOINES IA 50312 NONE 501(C)3 GRANT - CAMP SCHOLARSHIPS 2000 CREATIVE PROVIDERS FOUNDATION PO BOX 729 DIVIDE CO 80814 NONE 501(C)3 - PF FAMILY ADVISED GRANT 24100 CREATIVE PROVIDERS FOUNDATION PO BOX 729 DIVIDE CO 80814 NONE 501(C)3 - PF FAMILY ADVISED GRANT 24100 CREATIVE PROVIDERS FOUNDATION PO BOX 729 DIVIDE CO 80814 NONE 501(C)3 - PF FAMILY ADVISED GRANT 5000 CREATIVE PROVIDERS FOUNDATION PO BOX 729 DIVIDE CO 80814 NONE 501(C)3 - PF FAMILY ADVISED GRANT 8000 CROSSROADS OF PELLA 712 MAIN STREET PELLA IA 50219 NONE 501(C)3 GRANT - GENERAL OPERATING FUNDS 5000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 NONE 501(C)3 FAMILY ADVISED GRANT 500 ENVIRONMENTAL DEFENSE FUND 1875 CONNECTICUT AVE NW WASHINGTON DC 20009 NONE 501(C)3 FAMILY ADVISED GRANT 2000 FIVE VALLEYS LAND TRUST 120 HICKORY ST SUITE B MISSOULA MT 59801 NONE 501(C)3 FAMILY ADVISED GRANT 1000 GARDEN HARVEST 1657 RIVER ROAD MISSOULA MT 59801 NONE 501(C)3 FAMILY ADVISED GRANT 500 GIVE DIRECTLY INC CHURCH STREET STATION PO BOX 3221 NEW YORK NY 10008 NONE 501(C)3 FAMILY ADVISED GRANT 2000 HEART OF IOWA REGIONAL TRANSIT 2840 104 TH ST URBANDALE IA 50322 NONE 501(C)3 GRANT - VAN GAS FOR VAN FLEETS 4000 HOME RESOURCE 1515 WYOMING STREET MISSOULA MT 59801 NONE 501(C)3 FAMILY ADVISED GRANT 5000 HUMANE SOCIETY OF WESTERN MONTANA 5930 HIGHWAY 93 SOUTH MISSOULA MT 59804 NONE 501(C)3 FAMILY ADVISED GRANT 500 JUSTIN BOOTS COWBOY CRISIS FUND INC 101 PRO RODEO DRIVE COLORADO SPRINGS CO 80919 NONE 501(C)3 GRANT - GENERAL OPERATING EXPENSES 1000 MONTANA FOOD BANK 5625 EXPRESSWAY MISSOULA MT 59808 NONE 501(C)3 FAMILY ADVISED GRANT 500 MT ALPHA CYCLING 4200 OLD MARSHALL GRADE RD MISSOULA MT 59802 NONE 501(C)3 FAMILY ADVISED GRANT 5000 NAACP EMPOWERING PROGRAM 4805 MOUNT HOPE DRIVE BALTIIMORE MD 21215 NONE 501(C)3 FAMILY ADVISED GRANT 600 NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE ROAD SUITE 150 JENKINTON PA 19046 NONE 501(C)3 FAMILY ADVISED GRANT 24100 NATURAL RESOURCE DEFENSE COUNCIL 40 WEST 20TH ST NEW YORK NY 10011 NONE 501(C)3 FAMILY ADVISED GRANT 2000 PELLA COMMUNITY FOOD SHELF 419 E OSKALOOSA ST PELLA IA 50219 NONE 501(C)3 GRANT - BUILDING PURCHASE AND RENOVATION 45000 PELLA COMMUNITY SCHOOL 212 EAST UNIVERSITY PELLA IA 50219 NONE 501(C)3 GRANT - PBIS PROGRAM SUPPORT 500 PELLA DOLLARS FOR SCHOLARS PO BOX 131 PELLA IA 50219 NONE 501(C)3 GRANT - SCHOLARSHIPS 6000 PELLA HISTORICAL SOCIETY 507 FRANKLIN ST PELLA IA 50219 NONE 501(C)3 GRANT - TULIP TIME FESTIVAL FIREWORKS 10000 PELLA OPERA HOUSE 611 FRANKLIN ST PELLA IA 50219 NONE 501(C)3 GRANT - COMMUNITY EVENTS 69500 PLANNED PARENTHOOD 123 WILLIAM ST 10TH FLOOR NEW YORK IA 10038 NONE 501(C)3 FAMILY ADVISED GRANT 2000 PLANNED PARENTHOOD 123 WILLIAM ST 10TH FLOOR NEW YORK NY 10038 NONE 501(C)3 FAMILY ADVISED GRANTFAMILY ADVISED GIFT 10000 POVERELLO CENTER 1110 W BROADWAY ST MISSOULA MT 59802 NONE 501(C)3 FAMILY ADVISED GRANT 500 PRESIDIO GRADUATE SCHOOL 36 LINCOLN BLVD SAN FRANCISCO CA 94129 NONE 501(C)3 FAMILY ADVISED GRANT 24100 SELAH NEIGHBORHOOD HOMELESS COALITION 2658 GRIFFITH PARK BLVD 194 LOS ANGELES CA 90039 NONE 501(C)3 FAMILY ADVISED GRANT 1000 THE BARACK OBAMA FOUNDATION 5235 S HARPER CT STE 1140 CHICAGL IL 60615 NONE 501(C)3 FAMILY ADVISED GRANT 2100 THE LOVELAND FOUNDATION 320 7TH AVENUE 263 NEW YORK NY 11215 NONE 501(C)3 FAMILY ADVISED GRANT 500 THE TREVOR CENTER PO BOX 69232 WEST HOLLYWOOD CA 90069 NONE 501(C)3 FAMILY ADVISED GRANT 1500 THE WELL RESOURCE CENTER 419 E OSKALOOSA ST PELLA IA 50219 NONE 501(C)3 GRANT - OPERATING FUNDS 20000 TOGETHER RISING 800 WEST BROAD STREET 6409 FALLS CHURCH VA 22040 NONE 501(C)3 FAMILY ADVISED GRANT 5000 UNVIVERSITY OF MONTANTA - MONTANTA PUBLIC RADIO 32 CAMPUS DRIVE MISSOULA MT 598128064 NONE 501(C)3 FAMILY ADVISED GRANT 500 YWCA MISSOULA 1800 S 3RD ST W MISSOULA MT 59801 NONE 501(C)3 FAMILY ADVISED GRANT 500 MTB MISSOULA PO BOX 8233 MISSOULA MT 59807 NONE 501(C)3 FAMILY ADVISED GRANT 500 NATIONAL INDIGENOUS WOMENS RESOURCE CENTER PO BOX 99 LAME DEER MT 59043 NONE 501(C)3 FAMILY ADVISED GRANT 1000 NAACP EMPOWERING PROGRAM 4805 MOUNT HOPE DRIVE BALTIIMORE MD 21215 NONE 501(C)3 FAMILY ADVISED GRANT 2000 1017 PROJECT PO BOX 19 POWELL BUTTE OR 97753 NONE 501(C)3 GRANT - GENERAL OPERATING FUNDS 1000 BEYOND HOME 7447 W 61ST AVE ARVADA CO 80003 NONE 501(C)3 GRANT - GENERAL OPERATING EXPENSES 1000 BRENT ELEY FOUNDATION 11980 E 16TH AVE AURORA CO 80010 NONE 501(C)3 GRANT - GENERAL OPERATING EXPENSES 1500 FAMILIES4FAMILIES 6219 KENNEDY DRIVE CHEVY CHASE MD 22199 NONE 501(C)3 GRANT - GENERAL OPERATING EXPENSES 1000 KNOXVILLE YOUTH ACTIVITIES 1418 DEER RUN DRIVE KNOXVILLE IA 50138 NONE 501(C)3 GRANT - BASEBALL FIELD RENOVATION 10000 MONROE SENIOR AND COMMUNITY CENTER 165 ADVENTURELAND DR NW STE B ALTOONA IA 50009 NONE 501(C)3 GRANT - RENOVATION PROJECT 16000 PELLA CHRISTIAN HIGH SCHOOL 300 EAGLE LANE PELLA IA 50219 NONE 501(C)3 GRANT - CAMPUPS REPAIRS 35000 PHEASANTS FOREVER 1783 BUERKLE CIRCLE ST PAUL MN 55110 NONE 501(C)3 GRANT - GENERAL OPERATING FUNDS 1000 YOUTH ON COURSE 30 RAGSDALE DRIVE SUITE 201 MONTEREY CA 93940 NONE 501(C)3 GRANT - GENERAL OPERATING FUNDS 500 710400 0 14 47 14 310681 14 30423 18 192902 FEDERAL TAX REFUND 0 534053 0 534053 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5342 2671 0 CREATIVE PROVIDERS PO BOX 729 DIVIDE CO 80814 2023-10-25 61200 CHARITABLE CONTRIBUTION TO THE COLORADO SPRINGS CHRISTIAN SCHOOL NONE MAY 6, 2024 GRANT WAS MADE AS INTENDED TO THE COLORADO SPRINGS CHRISTIAN SCHOOL. CHARLES AND KAREN FARVER CHARITABLE FOUNDATION 617 FRANKLIN PLACE SUITE 200 PELLA IA 50219 2023-01-12 24100 CHARITABLE CONTRIBUTION TO AN ELIGIBLE 501(C)(3) ORGANIZATION. NONE APRIL 24, 2024 GRANT WAS MADE TO VARIOUS CHARITABLE ORGANIZATIONS WHICH ARE AN ELIGBLE 501(C)(3) ORGANIZATION. MORGAN STANLEY ACCOUNT XXXX9702 2607032 2607032 MORGAN STANLEY ACCOUNT XXXX4134 501171 501171 MORGAN STANLEY ACCOUNT XXXX352 563035 563035 MORGAN STANLEY ACCOUNT XXXX355 497584 497584 MORGAN STANLEY ACCOUNT XXXX357 1016412 1016412 MORGAN STANLEY ACCOUNT XXXX359 913860 913860 MORGAN STANLEY ACCOUNT XXXX9701 1465 1465 MORGAN STANLEY ACCOUNT XXXX6332 100 100 MORGAN STANLEY ACCOUNT XXXX7024 1223384 1223384 MORGAN STANLEY ACCOUNT XXXX0060 939517 939517 MORGAN STANLEY ACCOUNT XXXX5102 1268310 1268310 MORGAN STANLEY ACCOUNT XXXX5103 539726 539726 MORGAN STANLEY ACCOUNT XXXX5040 AT COST 564283 564283 MORGAN STANLEY ACCOUNT XXXX7023 AT COST 301671 301671 MORGAN STANLEY ACCOUNT XXXX3623 AT COST 76031 76031 MORGAN STANLEY ACCOUNT XXXX4312 AT COST 268049 268049 LEGAL FEES 240 0 0 MORGAN STANLEY SMITH BARNEY ACCT XXX4134 - MISC INCOME 30238 30238 30238 MORGAN STANLEY SMITH BARNEY ACCT XXX9355 - MISC INCOME 159 159 159 MORGAN STANLEY SMITH BARNEY ACCT XXX9701 - MISC INCOME 26 26 26 INCREASE IN UNREALIZED APPRECIATION 647581 ACCRUED INTEREST 5717 MANAGEMENT FEES 97711 97711 0 WEB SITE 360 0 0 0 0 0 EXCISE TAX 5905 0 0 FOREIGN TAXES 8830 8830 0