2024-02-21T06:42:26-08:00 2023-12-31 421395412 LAIRD LAW FIRM PLC 11 4TH ST NE MASON CITY IA 50401 990PF 2023-01-01 421214699 FARRER ENDOWMENT FOUNDATION FARR 6414235154 P O BOX 1567 MASON CITY IA 504021567 FRANK B INGHRAM TREASURER 6414235154 2024-01-29 FRANK INGHRAM XXX-XX-XXXX true F B INGHRAM P01220068 6414235154 2024-02-21 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 6542193 X X 171785 171785 128562 0 0 171785 300347 5965 2983 2982 0 0 2690 0 0 8655 2983 2982 323000 323000 331655 2983 325982 -159870 297364 23463 44613 44613 490017 512122 508080 0 0 4537122 4556370 5608094 509852 418730 381406 0 0 0 0 0 0 5560454 5531835 6542193 0 0 -6400 -3710 -6400 -3710 X 5566854 5535545 5566854 5535545 5560454 5531835 5566854 -159870 128561 5535545 5535545 WELLS FARGO ADVISORS P 2001-01-01 2023-12-31 128562 0 0 128562 0 0 0 128562 128562 4133 0 4133 0 4133 3710 3710 3710 423 0 false false false false false false false true true IA true false false false false true N/A LAIRD LAW FIRM PLC 6414235154 11 FOURTH ST NE MASON CITY IA 50401 false false false false false false false false false false false false false false false false false false false false COLLIN DAVISON MASON CITY IA 50401 PRESIDENT 7.00 0 0 0 FRANK B INGHRAM MASON CITY IA 50401 V-P, TREASURER 12.00 0 0 0 GERALD M STAMBAUGH MASON CITY IA 50401 SEC'Y 7.00 0 0 0 NONE 0 NONE 0 6163830 33500 0 6197330 0 6197330 92960 6104370 305219 305219 4133 4133 301086 301086 301086 325982 325982 301086 0 0 0 0 0 0 325982 0 301086 24896 24896 0 0 0 0 0 24896 0 0 0 0 24896 NONE NONE GERALD M STAMBAUGH SECRETARY P O BOX 1567 MASON CITY IA 504021567 6414235154 WRITTEN REQUEST IN SPECIFIC FORM JANUARY THRU APRIL 30 EACH YEAR NONE COMMUNITY KITCHEN N I P O BOX 58 MASON CITY IA 50402 501C3 SUPPLIESFOOD 7000 MEALS ON WHEELS P O BOX 58 MASON CITY IA 50402 501C3 SLIDING FEESCALE PROJECT 5000 YOUTH AND SHELTER SERVICES 50 NORTH EISENHOWER AVE MASON CITY IA 50401 501C3 CONTINUING EDUCATIONSTAFF DEVELOPMENT 40000 NIACC FOUNDATION 500 COLLEGE DRIVE MASON CITY IA 50401 501C3 CONSTRUCTION FOR LAB FACILITIESFARRER SCHOLARSHIP 30000 NORTH CENTRAL IA AG IN THE CLASS PROGRAM 65 STATE STREET PO BOX 68 GARNER IA 504380068 501C3 AGRICULTURALEDUCATION 5000 NORTH IOWA BAND FESTIVAL FD 9 FEDERAL AVE N MASON CITY IA 50401 501C3 TRAVEL STIPENDS FOR HIGH SCHOOLMARCHING BANDS 3000 NIAD CENTER FOR HUMAN DEV P O BOX 656 MASON CITY IA 50402 501C3 SUPPORT TRAVEL EXPENSES 10000 NORTH IOWA COMMUNITY ACTION P O BOX 1627 MASON CITY IA 50401 501C3 SUPPORT SELFSUFFICIENCY PROGRAM 30000 RIVER CITY SOCIETY FOR HISTORIC PRESERVATION 431 1ST STREET SE MASON CITY IA 50401 501C3 SPRINKLERSYSEM 3000 LUTHERAN SERVICES IN IOWA INC 3116 UNIVERSITY AVE DES MOINES IA 50311 501C3 SUPPORT EARLYCHILDHOODPROGRAM 5000 MASON CITY PUBLIC LIBRARY FDN 225 2ND ST SE MASON CITY IA 50401 501C3 MATERIALS FORFOR YOUTH SERVICESPROGRAM DEPT 1500 RIVER CITY SCULPTURES ON PARADE INC 225 2ND STREET S E MASON CITY IA 50401 501C3 SCULPTURE MOVING EXPENSES 2000 CENTRAL GARDENS OF NORTH IOWA INC P O BOX 735 CLEAR LAKE IA 50428 501C3 FUNDING GROUNDS KEEPER 5000 CARING PREGNANCY CENTER INC 830 15TH STREET SW MASON CITY IA 50401 501C3 BABY ITEMS BABY BUCKSPROGRAM 7500 WEST FORK COMMUNITY SCHOOL DISTRICT 2238 THRUSH AVE SHEFFIELD IA 50475 501C3 SURFACE AND EQUIPMENTFOR PLAYGROUND IN ROCKWELL 14500 MASON CITY FOUNDATION 2265 TIMBERCREEK COURT MASON CITY IA 50401 501C3 OPERATIONS 4000 IOWA LEGAL AID 202 1ST STREET SESUITE 112 MASON CITY IA 50401 501C3 FAMILY STABILIZATIONPROJECT 5000 GIRL SCOUTS OF GREATER IOWA 601 SOUTH ILLINOIS AVE MASON CITY IA 50401 501C3 UPDATING HIGH ANDLOW ROPES CHALLENGE ATCAMP TANGLEFOOT 10000 HANCOCK COUNTY AGRICULTURAL MUSEUM 2090 JAMES AVENUE BRITT IA 50423 501C3 REFURBISHINGEXHIBITS 2000 MERCY ONE NORTH IOWA FOUNDATION 1000 4TH STREET S W MASON CITY IA 50401 501C3 NURSINGSCHOLARSHIPS 32000 CITY OF SHEFFIELD LIBRARY 123 SOUTH 3RD STREET SHEFFIELD IA 50475 501C3 LEGO STORAGECART 1000 COMMUNITY HEALTH CENTER OF FORT DODGE INC 126 NORTH 1OTH STREET FORT DODGE IA 50501 501C3 BACK TO SCHOOLBLOCK PARTY FORSCHOOL CHILDREN 2000 ELDERBRIDGE AGENCY ON AGING 1190 BRIARSTONE DRIVE MASON CITY IA 50401 501C3 CLIENTASSISTANCEPROGRAM 5000 NORTH IOWA CHRISTIAN SCHOOL INC 680 6TH ST S E MASON CITY IA 50401 501C3 STAGE AND STORAGEROOM CONSTRUCTION 2000 APPLE DAYCARE INC P O BO 693 SHEFFIELD IA 504750693 501C3 BUILDING SPRINKLERSYSTEM 9500 FOUR OAKS FAMILY SERVICES 5400 KIRKWOOD BLVD CEDAR RAPIDS IA 52404 501C3 PURCHASE OUTDOOR PLAYEQUIPMENT 3000 CITY OF CORWITH P O BOX 176 CORWITH IA 504300176 501C3 NEW HVAC 1500 CITY OF GARNER 135 WEST 5TH STREET GARNER IA 50438 501C3 CONSTRUCTIONOF SOFTBALLCOMPLEX 12500 CITY OF RUDD LIBRARY P O BOX 305 RUDD IA 504710305 501C3 REBUILDING AND FURNISHING NEW LIBRARY 10000 CEDAR VALLEY FRIENDS OF THE FAMILY 1009 PEOPLES SQUARE WATERLOO IA 50702 501C3 CLIENT ASSISTANCETO COMBATHOMELESSNESS 2000 NORTH IOWA YOUTH FOR CHRIST INC P O BOX 243 MASON CITY IA 504020243 501C3 PURCHASE OF SUPPLIES ANDEQUIPMENT 5000 43 NORTH IOWA 111 2ND STREET N E MASON CITY IA 50401 501C3 INNOVATION FUNDPROJECT 10000 HABITAT FOR HUMANITY OF NORTH CENTRAL IOWA 517 1ST STREET N W MASON CITY IA 50401 501C3 PARKING LOTIMPROVEMENTS 5700 UNITED WAY OF NORTH CENTRAL IOWA P O BOX 1465 MASON CITY IA 504021465 501C3 OFFICECONSTRUCTIONMOVING EXPENSE 2300 VETERANS OF FOREIGN WARS 0733 603 MAIN STREET EAST ROCKWELL IA 50469 501C3 REPAIRS MAINTENANCEREMODELING 5000 MOHAWK ARCHERY CLUB 840 12TH STREET N W SUITE C MASON CITY IA 50401 501C3 REPLACE OUTDOORARCHERY RANGETARGET BUTTS 3000 WINNEBAGO COUNTY CONSERVATION FDN 24496 110TH AVENUE FOREST CITY IA 50436 501C3 COMPLETE HANSON NATURECENTER 5000 NEWMAN CATHOLIC SCHOOL SYSTEM 2445 19TH STREET MASON CITY IA 50401 501C3 INCREASE ENDOWMENTSIMPROVEFACILITIES 10000 CHARLIE BROWN COMMUNITY DAYCARE CENTER 1780 SOUTH MONROE AVE MASON CITY IA 50401 501C3 SUPPORT TRANSPORTATIONREQUIREMENTS 5000 QUILTS OF VALOR 519 17TH STREET WEST CLEAR LAKE IA 50428 501C3 PURCHASE MATERIALSAND SUPPLIESFOR QUILTS 2000 323000 14 171785 18 0 171785 171785 false false false false false false false false false false VAN KAMPEN INCOME TRUSTS 43,49,74,75 89446 96437 100 INVESCO INV GRD TR SER 16 34341 24571 25 INVESCO INV GRADE SER 38 19626 17342 20 INVESCO INV GRF TR SER 44 12617 10578 35 INVESCO INV GRD TR SER 55 28312 26488 25 INVESCO INV GRF TR SER 57 22751 20423 10 INVESCO AMER BDS SER 67 7735 5691 25 FIRST TRUST HIGH INC SER 23 6721 4765 35 FIRST TRUST PORT SER 25 28824 24317 25 FIRST TRUST BUILD AMERICA BONDS 13612 10507 25 INVESCO INV GRD TR SER 26 13265 13156 30 INVESCO INV GRD TR SER 27 17807 15731 25 INVESCO INV GRD TR SER 61 26271 23518 25 FIRST TRUST HIGH INC SER 26 22700 20800 50 INVESCO INV GRD SER 30 21064 18205 30 ADVISORS ASSET MGMT SER 128 20379 17075 50 INVESCO CORP TR SER33C 33259 31802 1000 BANK OF AMERICA 5.375 PFD 26284 23010 1000 METLIFE INC 5.625% PFD 25618 24290 12560.872 C & S REALTY FUND 195035 194442 2390 SH SELECT SECTOR SPDR 60807 89864 1000 BANK OF AMERICA 6% PFD 27683 24820 3369.876 SH NEW PERSPECTIVE FD 150572 188376 300 FEDERAL RLTY INVT TRUST REIT 39099 30915 3774.472 FRANKLIN MUTUAL FD 78207 91191 17715.44 C & S PFD SEC & INC FD 250049 208158 9181.218 DAVIS NY VENTURE FUND 314045 243761 34059.051 DWS HIGH INCOME FUND 195354 148838 1382.321 EURO PACIFIC GROWTH FD 75715 75599 2503.845 FRANKLIN GROWTH FUND 112047 307072 122292.686 FRANKLIN INCOME FUND 277863 284942 904.175 FRANKLIN SMALL CAP FUND 40606 48608 5313.216 FRANKLIN UTILITY FUND 57088 102386 6958.128 GROWTH FUND OF AMERICA 248043 439475 23951.207 INCOME FUND OF AMERICA 437242 561416 3389.84 INTL GROWTH & INC FD 100014 121594 14,232.675 INVESTMENT CO OF AMERICA 434191 717327 17,794.791 WASHINGTON MUTUAL FD 695095 1017862 2969.729 FRANKLIN MUT GLOB FD 100000 88023 1000 SPIRE INC 5.9% PFD 25208 24870 1000 DUKE ENERGY 5.75% PFD 26066 24400 2000 J P MORGAN PFD 4.55% 46671 41000 13158.243 LORD ABBOTT HY FD 100138 83160 1955 CAPITAL ONE 4.375% PFD 40176 31554 10369.192 OAKMARK FD CL A 288070 282457 1500 HUNTINGTON BANCSH 4.5% 29055 26460 1200 W R BERKELEY CO 5.10% 26315 28248 2957.028 BOND FUND OF AMERICA 34014 33976 LAIRD LAW FIRM PLC TAX PREPARATION & ACCOUNTING 5965 2983 2982 CAPITAL GAINS 128562 ROUNDING -1 FEDERAL TAX ESTIMATE -6400 -3710 EXCISE TAX 2690