2024-11-14T14:32:20-06:00 2023-12-31 204498454 THE VROMAN GROUP LLP 6601 WESTOWN PARKWAY STE 250 WEST DES MOINES IA 50266 990PF 2023-01-01 421441831 HELEN J AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION III HELE 5152886041 3131 FLEUR DRIVE 1002 DES MOINES IA 50321 TIMOTHY J URBAN TRUSTEE 5152886041 2024-11-14 1 0 MARK A VROMAN CPA P01387413 5152784531 2023 2024-10-15 13:58:12Z X 1186355 X X 31353 29435 -18583 -109728 935614 0 -78375 29435 0 0 0 1985 1985 0 10420 10420 0 18583 18583 30988 30988 0 61644 61644 92632 30988 61644 -171007 0 21658 42254 42254 13393 21255 21255 146197 131298 137819 593704 576839 942971 132735 0 0 77023 42057 42056 984710 813703 1186355 0 0 X 1306085 1306085 0 0 -321375 -492382 984710 813703 984710 813703 984710 -171007 0 813703 0 813703 PUBLICLY TRADED SECURITIES - WELLS FARGO #0568 P 2023-01-01 2023-12-31 1345 6183 -4838 -4838 PUBLICLY TRADED SECURITIES - WELLS FARGO #6933 P 2023-01-01 2023-12-31 424424 445894 -21470 -21470 PUBLICLY TRADED SECURITIES - WELLS FARGO #6933 P 2023-01-01 2023-12-31 12180 12613 -433 -433 PUBLICLY TRADED SECURITIES - WELLS FARGO #6933 P 2023-01-01 2023-12-31 382440 458806 -76366 -76366 PUBLICLY TRADED SECURITIES - WELLS FARGO #6933 P 2023-01-01 2023-12-31 115100 121846 -6746 -6746 CAPITAL GAINS DIVIDENDS P 125 125 125 -109728 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 IA 1 0 0 0 0 1 N/A TIMOTHY URBAN 5152080591 3131 FLEUR DRIVE 1002 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 TIMOTHY JOHN URBAN 214 FOSTER DRIVE DES MOINES IA 50312 TRUSTEE 2.00 0 0 0 HEATHER URBAN HOLTZMAN 214 FOSTER DRIVE DES MOINES IA 50312 TRUSTEE 0.50 0 0 0 ANDREW BERK URBAN 214 FOSTER DRIVE DES MOINES IA 50312 TRUSTEE 0.50 0 0 0 TONI OSTER URBAN 214 FOSTER DRIVE DES MOINES IA 50312 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 994732 49280 0 1044012 0 0 1044012 15660 1028352 51418 51418 0 51418 0 51418 0 51418 61644 0 61644 51418 0 0 11492 11492 61644 0 0 0 51418 10226 0 0 21718 0 0 0 0 0 0 0 21718 11492 10226 X TIMOTHY J URBAN 3131 FLEUR DRIVE 1002 DES MOINES IA 50321 5152886041 NONE NONE NONE AMERICAN PARKINSONS DISEASE ASSOCIATION 1200 PLEASANT ST DES MOINES IA 50309 NONE PUBLIC SUPPORT FOR MEDICINE ACCESS 500 BARD COLLEGE - BPI PROGRAM PO BOX 5000 ANNANDALEONHUDSON NY 12504 NONE PUBLIC EDUCATION 1000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 NONE PUBLIC SUPPORT FOR MEDICINE ACCESS 100 AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD DENVER CO 80221 NONE PUBLIC EDUCATION 100 BOTANICAL GARDENS 909 ROBERT DAY DR DES MOINES IA 50309 NONE PUBLIC SUPPORT FOR THE ENVIRONMENT 1000 CHILDREN AND FAMILIES OF IA 1111 UNIVERSITY AVE DES MOINES IA 50314 NONE PUBLIC SUPPORT FOR LOCAL COMMUNITIES 100 BLANK PARK ZOO FUNDRAISER 7402 SW 9TH DES MOINES IA 50315 NONE PUBLIC CHARITABLE-PUBLIC ZOO 700 DARTMOUTH ALUMNI FUND (PETER REICHARD) 10 N MAIN ST HANOVER NH 03756 NONE PUBLIC EDUCATIONAL 6300 DARTMOUTH RUGBY FOOTBALL CLUB (BOB SWETT) 10 N MAIN ST HANOVER NH 03757 NONE PUBLIC EDUCATIONAL 1000 DES MOINES PASTORAL COUNSELING CENTER 8553 URBANDALE AVE URBANDALE IA 50322 NONE PUBLIC MENTAL HEALTH SERVICES 5000 DES MOINES ART CENTER 4700 GRAND AVE DES MOINES IA 50312 NONE PUBLIC SUPPORT FOR PERFORMING ARTS 500 DES MOINES HABITAT FOR HUMANITY 2200 E EUCLID AVE DES MOINES IA 50317 NONE PUBLIC MENTAL HEALTH SERVICESMENTAL HEALTH SERVICES 500 HOMES OF OAKRDIGE 1236 OAKRIDGE DR DES MOINES IA 50314 NONE PUBLIC AFFORDABLE HOUSING 5000 DES MOINES PERFORMING ARTS (AKA CIVIC CENTER) 221 WALNUT ST DES MOINES IA 50309 NONE PUBLIC CULTURE IN COMMUNITY 250 INTERFAITH ALLIANCE 1133 42ND ST DES MOINES IA 50311 NONE PUBLIC SUPPORT FOR RELIGIOUS FREEDOM 100 IOWA LEGAL AID FOUNDATION 1111 9TH ST SUITE 230 DES MOINES IA 50314 NONE PUBLIC LEGAL ASSISTANCE FOR LOW INCOME FAMILIES 250 IOWA PUBLIC RADIO 2111 GRAND AVE SUITE 100 DES MOINES IA 50312 NONE PUBLIC SUPPORT FOR LOCAL RADIO 1000 NATIONAL GEOGRAPHIC SOCIETY 1145 17TH ST NW WASHINGTON DC 20036 NONE PUBLIC SUPPORT FOR WILDLIFE 250 NATIONAL PARK CONSERVANCY ASSOCIATION 777 6TH ST NW WASHINGTON DC 20001 NONE PUBLIC SUPPORT FOR LOCAL ENVIRONMENT 100 ROCKY MOUNTAIN CONSERVANCY 1895 FALL RIVER RD ESTES PARK CO 80517 NONE PUBLIC ENVRIONMENTAL 200 TIFERETH ISRAEL SYNAGOGUE 924 POLK BOULEVARD DES MOINES IA 50312 NONE PUBLIC CHARITABLE GIVING AT CHURCH 9907 ALZHEIMER'S ASSOCIATION 1415 28TH ST STE 430 WEST DES MOINES IA 50266 NONE PUBLIC CHARITABLE - HEALTH AND WELLBEING 100 NATIONAL ALLIANCE ON MENTAL ILLNESS 3839 MERLE HAY RD DES MOINES IA 50310 NONE PUBLIC CHARITABLE - HEALTH AND WELLBEING 100 AARP 600 E COURT AVE STE 100 DES MOINES IA 50309 NONE PUBLIC CHARITABLE - HEALTH AND WELLBEING 100 COMMON CAUSE EDUCATION FUND 805 15TH ST NW STE 800 WASHINGTON DC 20005 NONE PUBLIC CHARITABLE - EDUCATION 100 DOCTORS WITHOUT BORDERS 40 RECTOR STREET NEW YORK NY 10006 NONE PUBLIC CHARITABLE - MEDICAL 100 USA FOR UNHCR 1310 L ST NW WASHINGTON DC 20005 NONE PUBLIC CHARITABLE - IMMIGRATION 1000 ANAWIN HOUSING 1750 48TH ST DES MOINES IA 50310 NONE PUBLIC CHARITABLE - HOUSING 100 ANIMAL RESCUE LEAGUE 5452 NE 22ND ST DES MOINES IA 50313 NONE PUBLIC CHARITABLE - ANIMAL SHELTER 100 EMBRACE IOWA PO BOX 41608 DES MOINES IA 50311 NONE PUBLIC CHARITABLE - COMMUNITY RESOURCES 1000 FIRST FRIDAY BREAKFAST CLUB 215 10TH ST STE 1300 DES MOINES IA 50309 NONE PUBLIC CHARITABLE - EDUCATIONAL 100 IOWANS FOR REPRODUCTIVE FREEDOM 850 ORCHARD ST IOWA CITY IA 52246 NONE PUBLIC CHARITABLE - MEDICAL 1000 JEWELS ACADEMY 1620 PLEASANT ST DES MOINES IA 50314 NONE PUBLIC CHARITABLE - STEM PROGRAMS 500 JOPPA HOMELESS SHELTER 118 SE 4TH DES MOINES IA 50309 NONE PUBLIC CHARITABLE - HOUSING 5000 NATIONAL WILDLIFE FEDERATION 11100 WILDLIFE CENTER DR RESTON VA 20190 NONE PUBLIC CHARITABLE - WILDLIFE 100 ORCHARD PLACE 2116 GRAND AVE DES MOINES IA 50312 NONE PUBLIC CHARITABLE - MENTAL HEALTH AND COUNSELING 100 MAUI UNITED WAY 95 MAHALANI ST WAILUKU HI 96793 NONE PUBLIC CHARITABLE - FOOD AND SHELTER 500 CENTRAL PARK CONSERVANCY 14 EAST 60TH ST NEW YORK NY 10022 NONE PUBLIC CHARITABLE - ENVIRONMENTAL CONSERVANCY 100 COLORADO HEADWATERS LAND TRUST 52 1ST ST GRANBY CO 80446 NONE PUBLIC CHARITABLE - ENVIRONMENTAL CONSERVANCY 100 VFW POST 4029 URBANDALE AVE DES MOINES IA 50310 NONE PUBLIC CHARITABLE - VETERANS SUPPORT 250 FRIENDS OF DES MOINES PARKS 1551 E MARTIN LUTHER KING JR PARKWAY DES MOINES IA 50317 NONE PUBLIC CHARITABLE - ENVIRONMENTAL CONSERVANCY 100 GREAT OUTDOORS FOUNDATION 501 SW 7TH ST DES MOINES IA 50309 NONE PUBLIC CHARITABLE - ENVIRONMENTAL CONSERVANCY 278 IOWA PBS 6450 CORPORATE DRIVE JOHNSTON IA 50131 NONE PUBLIC CHARITABLE - PUBLIC TELEVISION 150 RAILS TO TRAILS CONSERVANCY 2121 WARD CT NW WASHINGTON DC 20037 NONE PUBLIC CHARITABLE - ENVIRONMENTAL CONSERVANCY 200 SCIENCE CENTER OF IOWA 401 W MARTIN LUTHER KING JR PARKWAY DES MOINES IA 50309 NONE PUBLIC CHARITABLE - SCIENCE 100 ROOSELVELT HIGH SCHOOL FOUNDATION 4419 CENTER ST DES MOINES IA 50312 NONE PUBLIC CHARITABLE - EDUCATIONAL 100 ANTI-DEFAMATION LEAGUE 605 3RD AVENUE NEW YORK NY 10158 NONE PUBLIC CHARITABLE - ANTI-DEFAMATION 1000 IOWANS SUPPORTING ISRAEL 1165 2ND AVE DES MOINES IA 50318 NONE PUBLIC CHARITABLE - RELIGION 409 PLANNED PARENTHOOD 3303 109TH ST URBANDALE IA 50322 NONE PUBLIC CHARITABLE - COMMUNITY RESOURCES 15000 61644 0 14 31353 30 -18583 14 18 -109728 0 -96958 0 -96958 0 0 0 0 0 0 0 0 0 0 TAX PREP 1985 1985 0 CORPORATE STOCK 576839 942971 131298 137819 0 0 INVESTMENTS-OTHER AT COST 42057 42056 INVESTMENT ADVISORY FEES 10420 10420 0