2024-09-19T13:56:38-05:00 2023-12-31 420946155 HONKAMP KRUEGER & CO PC 1751 BOYSON ROAD SUITE A HIAWATHA IA 52233 990PF 2023-01-01 752342746 LAVERN T BUSSE & AUDREY BUSSE FOUNDATION LAVE 3193959636 2129 NORTH TOWNE LANE NE STE B CEDAR RAPIDS IA 52402 JEFF BUSSE TRUSTEE 3193959636 2024-09-16 1 0 KYLE S KUNZ CPA P01595041 3193783370 2024-09-16 2023 2024-08-08 14:25:15Z X 62168843 X 975795 38450 38450 566499 550185 321868 980411 321868 1902612 910503 0 0 0 4609 2305 2305 70004 70004 0 224 0 0 3527 3527 0 78364 75836 2305 1976942 1976942 2055306 75836 1979247 -152694 834667 332408 1066514 1066514 13893526 13627650 61102329 14225934 14694164 62168843 33278 315875 33278 315875 X 0 0 0 0 14192656 14378289 14192656 14378289 14225934 14694164 14192656 -152694 338911 14378873 584 14378289 TD AMERITRADE SHORT-TERM 2023-01-01 2023-12-31 373058 -373058 -373058 TD AMERITRADE LONG-TERM 2023-01-01 2023-12-31 980411 285485 694926 694926 321868 11602 0 11602 0 11602 12000 0 0 0 12000 X 2 396 396 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A JEFFREY BUSSE 3193959636 2129 NORTH TOWNE LANE NE STE B CEDAR RAPIDS IA 52402 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAVERN T BUSSE 2310 HERITAGE GREEN DRIVE HIAWATHA IA 52233 PRESIDENT/TRUSTEE 4.00 0 0 0 AUDREY BUSSE 2310 HERITAGE GREEN DRIVE HIAWATHA IA 52233 TREASURER/TRUSTEE 2.00 0 0 0 JEFFREY BUSSE 6718 COTTAGE HILL LANE NE CEDAR RAPIDS IA 52411 EXECUTIVE DIRECTOR/SECRETARY/TRUSTEE 12.00 38503 0 0 MONICA BUSSE 6718 COTTAGE HILL LANE NE CEDAR RAPIDS IA 52411 VICE PRESIDENT/TRUSTEE 2.00 7000 0 0 ANNA BUSSE 6718 COTTAGE HILL LANE NE CEDAR RAPIDS IA 52411 ASST SECRETARY/TRUSTEE 2.00 7000 0 0 GRACE BUSSE 6718 COTTAGE HILL LANE NE CEDAR RAPIDS IA 52411 ASST TREASURER/TRUSTEE 2.00 7000 0 0 MICHELE BUSSE 6718 COTTAGE HILL LANE NE CEDAR RAPIDS IA 52411 TRUSTEE 5.00 10501 0 0 NONE 0 KEYSTONE INVESTMENT ADVISORS INC 2129 NORTH TOWNE LN NE CEDAR RAPIDS IA 52402 INVESTMENT ADVISORY - SEE STATEMENT 12 70004 0 0 51312531 1008947 0 52321478 0 0 52321478 784822 51536656 2576833 2576833 11602 11602 2565231 0 2565231 0 2565231 1979247 0 1979247 2565231 1896876 0 0 1979247 1896876 0 0 82371 0 0 0 0 0 0 0 0 2482860 0 0 0 LAVERN T BUSSE JEFFREY BUSSE X ALL SAINTS CHURCH 720 29TH ST SE CEDAR RAPIDS IA 52403 PUBLIC CHARITY GENERAL OPERATING BUDGET 2000 ARC OF EASTERN IOWA 680 2ND ST SE CEDAR RAPIDS IA 52401 PUBLIC CHARITY GENERAL OPERATING BUDGET 7000 BENTON COMMUNITY FOUNDATION PO BOX 129 VAN HORNE IA 52346 PUBLIC CHARITY GENERAL OPERATING BUDGET 10000 BLESSMAN INTERNATIONAL INC 2557 106TH ST URBANDALE IA 50322 PUBLIC CHARITY GENERAL OPERATING BUDGET 1100 BOYS & GIRLS CLUB OF CEDAR RAPIDS 420 6TH ST SE 240 CEDAR RAPIDS IA 52401 PUBLIC CHARITY GENERAL OPERATING BUDGET 842488 CALTECH ALUMNI ASSOCIATION 1200 E CALIFORNIA BOULEVARD PASADENA CA 91125 PUBLIC CHARITY GENERAL OPERATING BUDGET 5000 CAMP COURAGEOUS 12007 190TH STREET PO BOX 418 MONTICELLO IA 52310 PUBLIC CHARITY GENERAL OPERATING BUDGET 10500 CATHERINE MCCAULEY CENTER 1220 5TH AVE SE CEDAR RAPIDS IA 52403 PUBLIC CHARITY GENERAL OPERATING BUDGET 49656 CHURCH OF THE LIVING WORLD 420 1ST AVE NE HAMPTON IA 50266 PUBLIC CHARITY GENERAL OPERATING BUDGET 5000 COMMUNITY HEALTH CLINIC 947 14TH AVE SE CEDAR RAPIDS IA 52401 PUBLIC CHARITY GENERAL OPERATING BUDGET 35000 CORNERSTONE CHURCH 1000 N STUDEBAKER RD LONG BEACH CA 90815 PUBLIC CHARITY GENERAL OPERATING BUDGET 5000 FOOD BANK OF IOWA PO BOX 1517 DES MOINES IA 50305 PUBLIC CHARITY GENERAL OPERATING BUDGET 2500 FOUR OAKS 5400 KIRKWOOD BLVD CEDAR RAPIDS IA 52404 PUBLIC CHARITY GENERAL OPERATING BUDGET 7000 FREEDOM FOUNDATION 609 CENTER POINT RD CEDAR RAPIDS IA 52402 PUBLIC CHARITY GENERAL OPERATING BUDGET 40000 GRACE LUTHERAN CHURCH 1515 S 15TH ST PRAIRIE DU CHIEN WI 53821 PUBLIC CHARITY GENERAL OPERATING BUDGET 1750 HEDRICK FIRE DEPARTMENT PO BOX 65 HEDRICK IA 52563 PUBLIC CHARITY GENERAL OPERATING BUDGET 7500 HIAWATHA LIBRARY FOUNDATION 150 W WILLMAN ST HIAWATHA IA 52233 PUBLIC CHARITY GENERAL OPERATING BUDGET 5000 HIGHLAND BAPTIST CHURCH 3014 MAPLE AVE WACO TX 76707 PUBLIC CHARITY GENERAL OPERATING BUDGET 5000 HOUSE OF HOPE 845 W 4TH ST WATERLOO IA 50702 PUBLIC CHARITY GENERAL OPERATING BUDGET 2500 IOWA STATE UNIVERSITY FOUNDATION 2505 UNIVERSITY BLVD AMES IA 50010 PUBLIC CHARITY GENERAL OPERATING BUDGET 1000 JUDICAL WATCH 425 THIRD ST SW STE 800 WASHINGTON DC 20024 PUBLIC CHARITY GENERAL OPERATING BUDGET 21000 JUNIOR ACHIEVEMENT OF EASTERN IOWA INC 324 3RD STREET SE STE 200 CEDAR RAPIDS IA 524011841 PUBLIC CHARITY GENERAL OPERATING BUDGET 158960 KANSAS UNIVERSITY ENDOWMENT ASSOCIATION PO BOX 928 LAWRENCE KS 660440928 PUBLIC CHARITY GENERAL OPERATING BUDGET 5000 KIDS FIRST LAW CENTER 420 6TH ST SE CEDAR RAPIDS IA 52401 PUBLIC CHARITY GENERAL OPERATING BUDGET 7000 LA CASA DE CRISTO CHURCH 6300 E BELL RD SCOTTSDALE AZ 85254 PUBLIC CHARITY GENERAL OPERATING BUDGET 39029 LINN COUNTY CONSERVATION BOARD 10260 MORRIS HILLS ROAD TODDVILLE IA 52341 PUBLIC CHARITY GENERAL OPERATING BUDGET 4000 LINN-MAR SCHOOL FOUNDATION 2999 10TH ST MARION IA 52302 PUBLIC CHARITY GENERAL OPERATING BUDGET 2500 LUTHERAN CHURCH OF HOPE 925 JORDAN CREEK PKWY WEST DES MOINES IA 50266 PUBLIC CHARITY GENERAL OPERATING BUDGET 2500 MAYO CLINIC DEPT OF DEVELOPMENT 200 FIRST ST SW ROCHESTER MN 55905 PUBLIC CHARITY GENERAL OPERATING BUDGET 59396 MERCY MEDICAL CENTER FOUNDATION 701 10TH STREET SE CEDAR RAPIDS IA 52403 PUBLIC CHARITY GENERAL OPERATING BUDGET 29705 MONARCH RESEARCH PROJECT 4970 LAKESIDE ROAD MARION IA 52302 PUBLIC CHARITY GENERAL OPERATING BUDGET 4000 MOUNT MERCY UNIVERSITY 1330 ELMHURST DR NE CEDAR RAPIDS IA 52402 PUBLIC CHARITY GENERAL OPERATING BUDGET 44029 NORTHEAST IOWA FOOD BANK 1605 LAFAYETTE ST WATERLOO IA 50703 PUBLIC CHARITY GENERAL OPERATING BUDGET 2500 NOTRE DAME ACE 107 CAROLE SANDNER HALL NOTRE DAME IN 46556 PUBLIC CHARITY GENERAL OPERATING BUDGET 25000 OASIS CHURCH PO BOX 55 MARION IA 52302 PUBLIC CHARITY GENERAL OPERATING BUDGET 5000 OWEN GRADUATE SCHOOL OF MGMT 401 21ST AVENUE SOUTH NASHVILLE TN 37203 PUBLIC CHARITY GENERAL OPERATING BUDGET 100 PRAGER UNIVERSITY 15021 VENTURA BLVD 552 SHERMAN OAKS CA 91403 PUBLIC CHARITY GENERAL OPERATING BUDGET 21000 PRAIRIE BIBLE CHURCH 9255 ATLANTIC DR SW CEDAR RAPIDS IA 52404 PUBLIC CHARITY GENERAL OPERATING BUDGET 1750 SCORE MINISTRIES PO BOX 99026 TROY MI 480999026 PUBLIC CHARITY GENERAL OPERATING BUDGET 5000 SEEDS OF FAITH EARLY LEARNING CENTER 10395 UNIVERSITY AVE CLIVE IA 50325 PUBLIC CHARITY GENERAL OPERATING BUDGET 2500 ST MARK'S LUTHERAN CHURCH 8300 C AVENUE NE MARION IA 52302 PUBLIC CHARITY GENERAL OPERATING BUDGET 5000 ST MARK'S LUTHERAN CHURCH FOUNDATION 8300 C AVENUE NE MARION IA 52302 PUBLIC CHARITY GENERAL OPERATING BUDGET 10000 ST PIUS X CHURCH 4949 COUNCIL ST NE CEDAR RAPIDS IA 52402 PUBLIC CHARITY GENERAL OPERATING BUDGET 7500 ST JOHNS LUTHERAN CHURCH 301 4TH AVE FREDERIKA IA 50631 PUBLIC CHARITY GENERAL OPERATING BUDGET 5000 ST JUDES CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 PUBLIC CHARITY GENERAL OPERATING BUDGET 5000 STEADY RUN TOWNSHIP TRUSTEES 17654 315TH ST HEDRICK IA 52563 PUBLIC CHARITY GENERAL OPERATING BUDGET 2500 TANAGER PLACE 2309 C STREET SW CEDAR RAPIDS IA 52404 PUBLIC CHARITY GENERAL OPERATING BUDGET 99888 THE SALVATION ARMY PO BOX 8056 CEDAR RAPIDS IA 524088056 PUBLIC CHARITY GENERAL OPERATING BUDGET 7000 THEATRE OF CEDAR RAPIDS 102 3RD ST SE CEDAR RAPIDS IA 52401 PUBLIC CHARITY GENERAL OPERATING BUDGET 2500 TRIPOLI-FREDERIKA DOLLARS FOR SCHOLARS PO BOX 304 TRIPOLI IA 50676 PUBLIC CHARITY GENERAL OPERATING BUDGET 2500 TURNING POINT USA 4940 EAST BEVERLY ROAD PHOENIX AZ 85044 PUBLIC CHARITY GENERAL OPERATING BUDGET 21000 UNITED WAY OF EAST CENTRAL IOWA 317 7TH AVE SE UNIT 401 CEDAR RAPIDS IA 52401 PUBLIC CHARITY GENERAL OPERATING BUDGET 20000 UNITY CENTER OF CEDAR RAPIDS 3791 BLAIRS FERRY RD NE CEDAR RAPIDS IA 52402 PUBLIC CHARITY GENERAL OPERATING BUDGET 5000 UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT ONE WEST PARK RD IOWA CITY IA 52242 PUBLIC CHARITY GENERAL OPERATING BUDGET 500 UNIVERSITY OF IOWA FOUNDATION 200 HAWKINS DRIVE IOWA CITY IA 52244 PUBLIC CHARITY GENERAL OPERATING BUDGET 145726 UT AUSTIN FOUNDATION PO BOX 7458 AUSTIN TX 787137458 PUBLIC CHARITY GENERAL OPERATING BUDGET 2500 WARTBURG COLLEGE 100 WARTBURG BLVD WAVERLY IA 50677 PUBLIC CHARITY GENERAL OPERATING BUDGET 15000 XAVIER FOUNDATION PO BOX 10956 CEDAR RAPIDS IA 524100956 PUBLIC CHARITY GENERAL OPERATING BUDGET 5000 YOUNG AMERICAS FOUNDATION 11480 COMMERCE PARK DR 600 RESTON VA 20191 PUBLIC CHARITY GENERAL OPERATING BUDGET 21000 HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 PUBLIC CHARITY GENERAL OPERATING BUDGET 21000 TIP OF THE SPEAR LANDMINE REMOVAL 7597 BUFFALO RIDGE RD PACE FL 32571 PUBLIC CHARITY GENERAL OPERATING BUDGET 5000 HIS HANDS FOOD PANTRY 5002 MAIN ST ORAN IA 50664 PUBLIC CHARITY GENERAL OPERATING BUDGET 2500 CU BOULDER FOUNDATION 1800 GRANT STREET SUITE 725 DENVER CO 80203 PUBLIC CHARITY GENERAL OPERATING BUDGET 2500 PREBORN PO BOX 78221 INDIANAPOLIS IN 46278 PUBLIC CHARITY GENERAL OPERATING BUDGET 5000 TIM TEBOW FOUNDATION 2220 COUNTY ROAD 210 WEST SUITE 108 PMB 317 JACKSONVILLE FL 32259 PUBLIC CHARITY GENERAL OPERATING BUDGET 2000 GROW 2630 OTIS ROAD SE CEDAR RAPIDS IA 52403 PUBLIC CHARITY GENERAL OPERATING BUDGET 3000 OLDORF HOSPICE HOUSE 315 18TH AVE HIAWATHA IA 52233 PUBLIC CHARITY GENERAL OPERATING BUDGET 2500 WARTBURG THEOLOGICAL SEMINARY 333 WARTBURG PL DUBUQUE IA 52003 PUBLIC CHARITY GENERAL OPERATING BUDGET 10000 NATIONAL MISSISSIPPI RIVER MUSEUM 350 E 3RD STREET DUBUQUE IA 52001 PUBLIC CHARITY GENERAL OPERATING BUDGET 6000 MIRICLE IN MOTION 2049 120TH ST NW SWISHER IA 52338 PUBLIC CHARITY GENERAL OPERATING BUDGET 49865 1976942 0 14 38450 14 566499 18 321868 0 926817 0 926817 0 0 0 0 0 0 0 0 0 0 X X 1 JEFFREY BUSSE 2129 N TOWNE LANE NE SUITE B CEDAR RAPIDS IA 52402 128045 X 2 LAVERN BUSSE 2310 HERITAGE GREEN DR HIAWATHA IA 52233 138254 X 3 LAVERN BUSSE 2310 HERITAGE GREEN DR HIAWATHA IA 52233 230520 X 4 LAVERN BUSSE 2310 HERITAGE GREEN DR HIAWATHA IA 52233 230520 X 5 JEFFREY BUSSE 2129 N TOWNE LANE NE SUITE B CEDAR RAPIDS IA 52402 165485 X 6 JEFFREY BUSSE 2129 N TOWNE LANE NE SUITE B CEDAR RAPIDS IA 52402 5990 X 7 JEFFREY BUSSE 2129 N TOWNE LANE NE SUITE B CEDAR RAPIDS IA 52402 76981 X 1 684 SHARES OF APPLE STOCK (APPL) 128045 2023-11-14 2 475 SHARES OF INTUITIVE SURGICAL STOCK (ISRG) 138254 2023-11-14 3 792 SHARES OF INTUITIVE SURGICAL STOCK (ISRG) 230520 2023-11-14 4 792 SHARES OF INTUITIVE SURGICAL STOCK (ISRG) 230520 2023-11-14 5 884 SHARES OF APPLE STOCK (APPL) 165485 2023-11-14 6 32 SHARES OF APPLE STOCK (APPL) 5990 2023-11-14 7 400 SHARES OF APPLE STOCK (APPL) 76981 2023-12-11 ACCOUNTING FEE 4609 2305 2305 JEFFREY MONICA ANNA GRACE & MICHELLE BUSSE THE FOUNDATION PAYS KEYSTONE INVESTMENT ADVISORS, INC. FOR INVESTMENT ADVISORY SERVICES. SEE STMT 12 FOR FURTHER EXPLANATION. PART VI-B LINE 1(A)(4) THE INVESTMENT ADVISORY FEE WAS ENTIRELY PAID TO KEYSTONE INVESTMENT ADVISORS, INC. KEYSTONE INVESTMENT ADVISORS, INC. IS ENTIRELY OWNED BY DISQUALIFIED PERSONS. THE INVESTMENT ADVISORY FEE IS FOR PROFESSIONAL SERVICES THAT ARE REASONABLE AND NECESSARY, AS DETERMINED BY AN ENTIRELY INDEPENDENT FOUNDATION COMMITTEE AFTER REVIEW OF CORRESPONDING DATA FROM TEN COMPARABLE PRIVATE FOUNDATIONS. ALL OF THE COMPENSATION PAID TO KEYSTONE INVESTMENT ADVISORS, INC. IS LISTED IN PART VII (1), INCLUDING THE ALLOCATION THEREOF TO DISQUALIFIED PERSONS. TD AMERITRADE 13627650 61102329 MISC. ADJUSTMENTS 584 OTHER EXPENSES 3502 3502 0 ADVISORY FEES 25 25 0 FMV OF CONTRIBUTION VERSUS COST BASIS 328911 TIMING DIFFERENCE - DONATIONS 10000 STOCK OPTIONS 33278 315875 INVESTMENT ADVISORY FEE 70004 70004 0 TD AMERITRADE FOREIGN TAX PAID 224 0 0