2024-05-02T14:05:10-05:00 2023-12-31 420704554 BROWN WINICK GRAVES GROSS & BASKERVILLE 666 GRAND AVENUE SUITE 2000 DES MOINES IA 503092510 990PF 2023-01-01 421394928 CHARLOTTE AND WILLIAM HINSON CHARITABLE FOUNDATION TRUST CHAR 5157782333 4924 CEDAR DRIVE WEST DES MOINES IA 50266 RICHARD C HINSON TRUSTEE 5157782333 2024-05-02 1 RICHARD HINSON 999009999 1 ABIGAIL HILLERS P02287383 5152422400 2024-05-02 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1481079 X X 77 77 77 47160 47160 47160 11354 45677 11354 2150 2150 2150 60741 60741 49387 0 0 0 0 2492 0 0 2492 4034 272 0 0 8 0 0 0 6534 272 0 2492 69000 69000 75534 272 0 71492 -14793 60469 49387 60143 70736 70736 131922 98781 92783 857544 865300 1317560 1049609 1034817 1481079 0 0 X 1049121 1034229 0 0 488 588 1049609 1034817 1049609 1034817 1049609 -14793 1 1034817 0 1034817 CHARLES SCHWAB ST COVERED 3703 1445 2258 2258 CHARLES SCHWAB LT COVERED 17640 24890 -7250 -7250 CHARLES SCHWAB LT 19596 7988 11608 11608 CHARLES SCHWAB CGD 4738 4738 4738 11354 2258 841 0 841 0 841 1969 0 0 0 1969 0 1128 1128 0 0 0 0 0 0 0 0 0 0 0 0 1 IA 1 0 0 0 0 1 N/A RICHARD C HINSON 5157782333 4924 CEDAR DRIVE WEST DES MOINES IA 50266 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD C HINSON 4924 CEDAR DRIVE WEST DES MOINES IA 50266 TRUSTEE 2.00 0 0 0 SCOTT R DRIVER 1514 WEST ROMA AVENUE PHOENIX AZ 85015 TRUSTEE 0.50 0 0 0 JANE F HINSON 4924 CEDAR DRIVE WEST DES MOINES IA 50266 TRUSTEE 1.00 0 0 0 DR CRAIG W DRIVER 1965 CRABAPPLE LANE WATERLOO IA 50701 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1403749 7317 0 1411066 0 0 1411066 21166 1389900 69495 69495 841 841 68654 0 68654 0 68654 71492 0 71492 68654 0 0 2384 7822 4831 12138 27175 71492 0 0 0 68654 2838 0 0 30013 0 0 0 0 0 0 2384 27629 7822 4831 12138 2838 RICHARD C HINSON TRUSTEE ET AL 4924 CEDAR DRIVE WEST DES MOINES IA 50266 5157782333 RCHWDM@GMAIL.COM THE CONTRIBUTION REQUEST APPLICATION FORM MAY BE OBTAINED BY CONTACTING RICHARD C. HINSON, OR ANY OTHER TRUSTEE AT THE ADDRESSES LISTED IN PART VIII, LINE 1. NONE GRANTS ARE LIMITED TO QUALIFYING IRC 501(C)(3) ORGANIZATIONS, AND MAY NOT BE USED FOR POLITICAL ENDEAVORS. GRANTS ARE GENERALLY AWARDED FOR, BUT ARE NOT LIMITED TO ART, MUSIC AND EDUCATIONAL RELATED PURPOSES. AMERICAN SOCIETY OF MUSIC ARRANGERS & COMPOSERS 11333 MOORPARK 4 STUDIO CITY CA 91602 NONE PC SUPPORT OF STUDENT EDUCATIONAL PROGRAMS 1000 ARTSTART INC - RHINELANDER 68 SOUTH STEVENS STREET RHINELANDER WI 54501 NONE PC NORTHWOODS JAZZ CAMP PROGRAM 1000 CEDAR VALLEY ABORETUM 1927 EAST ORANGE ROAD WATERLOO IA 50701 NONE PC GENERAL OPERATIONS AND PROGRAMMING 1000 CEDAR VALLEY HOSPICE 900 TOWER PARK DRIVE WATERLOO IA 50701 NONE PC UNRESTRICTED GIFT 1000 CEDAR VALLEY UNITED WAY 425 CEDAR STREET 300 WATERLOO IA 50701 NONE PC UNRESTRICTED GIFT 1000 CENTRAL IOWA JAZZ ASSOCIATION 402 SOUTH ANKENY BLVD ANKENY IA 50023 NONE PC UNRESTRICTED GIFT 2000 CORNELL COLLEGE 600 1ST STREET SW MOUNT VERNON IA 52314 NONE PC KING CHAPEL RENOVATION 2000 CAN-PLAY FKA COURAGE LEAGUE SPORTS 6500 GRAND AVENUE WEST DES MOINES IA 50266 NONE PC UNRESTRICTED GIFT 1000 CURTIS INSTITUTE OF MUSIC 1726 LOCUST STREET PHILADELPHIA PA 19103 NONE PC UNRESTRICTED GIFT 1000 DES MOINES AREA RELIGIOUS COUNCIL 1435 MULBERRY STREET DES MOINES IA 50309 NONE PC FOOD PURCHASES FOR FOOD BANK 1000 DES MOINES SYMPHONY ASSOCIATION 1011 LOCUST STREET 200 DES MOINES IA 50309 NONE PC ORCHESTRA ANNUAL FUND 8000 DRAKE UNIVERSITY LAW SCHOOL 2507 UNIVERSITY AVENUE DES MOINES IA 50311 NONE PC LAW SCHOOL ANNUAL FUND 1000 EDMUNDSON ART FOUNDATION INC 4700 GRAND AVENUE DES MOINES IA 50312 NONE PC UNRESTRICTED GIFT 2000 FIRST CONGREGATIONAL CHURCH UCC 608 WEST FOURTH STREET WATERLOO IA 50702 NONE PC UNRESTRICTED GIFT 7000 FURRY FRIENDS REFUGE 3505 MILLS CIVIC PARKWAY WEST DES MOINES IA 50265 NONE PC UNRESTRICTED GIFT 2000 GRANGER HOUSE VICTORIAN MUSEUM 970 104TH STREET MARION IA 52302 NONE PC STRUCTURAL RESTORATION 1000 HAWKEYE AREA COMMUNITY ACTION PROGRAM INC 1515 HAWKEYE DRIVE HIAWATHA IA 52233 NONE PC FOOD PURCHASES FOR FOOD BANK 1000 HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE ME 49242 NONE PC UNRESTRICTED GIFT 1000 HOUSE OF HOPE 845 WEST 4TH STREET WATERLOO IA 50702 NONE PC UNRESTRICTED GIFT 1000 INTERNATIONAL MYELOMA FOUNDATION 12650 RIVERSIDE DRIVE 206 NORTH HOLLYWOOD CA 916073466 NONE PC UNRESTRICTED GIFT 1000 JUNIOR ACHIEVEMENT OF EASTERN IOWA 425 CEDAR STREET 320 WATERLOO IA 50701 NONE PC PROGRAM MATERIALS 1000 LIFE ANIMAL RESCUE PO BOX 1431 AGOURA CA 913761431 NONE PC SUPPORT OF OPERATIONS 1000 LOS ANGELES JAZZ SOCIETY 5903 NOBLE AVENUE VAN NUYS CA 91411 NONE PC SUPPORT OF SANTA BARBARA JAZZ WORKSHOP 1000 MALIBU FRIENDS OF MUSIC 6307 BUSCH DRIVE MALIBU CA 90265 NONE PC PROGRAM SUPPORT 1000 MULTIPLE MYELOMA RESEARCH FOUNDATION 383 MAIN AVENUE 5TH FLOOR NORWALK CT 06851 NONE PC RESEARCH FUNDING 1000 NORTHEAST IOWA FOOD BANK 1605 LAFAYETTE STREET WATERLOO IA 50703 NONE PC FOOD PURCHASES FOR FOOD BANK 1000 ORCHESTRA IOWA - CEDAR RAPIDS SYMPHONY ORCHESTRA 119 THIRD AVENUE SE CEDAR RAPIDS IA 52401 NONE PC UNRESTRICTED GIFT 1000 SALISBURY HOUSE FOUNDATION 4025 TONAWANDA DRIVE DES MOINES IA 503122909 NONE PC UNRESTRICTED GIFT 1000 SCIENCE CENTER OF IOWA 401 WEST MLK PARKWAY DES MOINES IA 50309 NONE PC UNRESTRICTED GIFT 1000 SOCIETY OF THE CINCINNATTI IN THE STATE OF NH 64 BAYBERRY LANE WESTPORT CT 06880 NONE PC ANNUAL FUND AND ANNUAL CAMPAIGN 1000 THE JOB FOUNDATION 4600 UNIVERSITY AVENUE CEDAR FALLS IA 50613 NONE PC PROGRAMMING SUPPORT 1000 THE LEADERSHIP INSTITUTE 1101 NORTH HIGHLAND STREET ARLINGTON VA 22201 NONE PC UNRESTRICTED GIFT 1000 UNI SUZUKI SCHOOL RUSSELL HALL CEDAR FALLS IA 506140246 NONE PC STUDENT SCHOLARSHIP SUPPORT 1000 UNIVERSITY OF NORTHERN IOWA FOUNDATION 121 COMMONS CEDAR FALLS IA 506140239 NONE PC $2,000 PRE-LAW STUDENT SCHOLARSHIP SUPPORT AND $2,000 GALLAGHER BLUEDORN PERFORMING ARTS CENTER EXPANSION FUND CAMPAIGN 4000 WATERLOO VISITING NURSES ASSOCIATION 2530 UNIVERSITY AVENUE 3 WATERLOO IA 50701 NONE PC 2023 ANNUAL APPEAL 1000 WATERLOO-CEDAR FALLS SYMPHONY ORCHESTRA G-B PAC 317 CEDAR FALLS IA 506140803 NONE PC PROGRAMMING AND OPERATIONAL SUPPORT 3000 UNIVERSITY OF IOWA FOUNDATION ONE WEST PARK ROAD IOWA CITY IA 52242 NONE PC COLLEGE OF DENTISTRY PRIORITIES FUND 2000 WESTLAKE VILLAGE SYMPHONY PO BOX 19004 NEWBURG PARK CA 91319 NONE PC YOUTH EDUCATION 2000 IOWA HEARTLAND HABITAT FOR HUMANITY 803 WEST 5TH STREET WATERLOO IA 50702 NONE PC UNRESTRICTED GIFT 3000 NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA 685 HARWOOD DRIVE DES MOINES IA 50312 NONE PC UNRESTRICTED GIFT 1000 RETRIEVING FREEDOM INC 1152 - 230TH STREET WAVERLY IA 50677 NONE PC UNRESTRICTED GIFT 1000 FAMILIES & CHILDREN'S COUNCIL OF BLACK HAWK COUNTY INC 316 WEST 5TH STREET WATERLOO IA 50701 NONE PC UNRESTRICTED GIFT 1000 THE GROUT MUSEUM INC 503 SOUTH STREET WATERLOO IA 50701 NONE PC COLLECTION ADDITIONS 1000 69000 0 14 77 14 47160 14 2150 14 11354 0 60741 0 60741 0 0 0 0 0 0 0 0 0 0 US BANCORP 18424 22419 VERIZON COMMUNICATIONS 14147 15015 PIMCO DYNAMIC INCOME FUND 34913 24609 BLACKROCK MULTI SECTOR INCOME TRUST 18124 19500 ATHENE HOLDING SE PERIOD 13173 11240 ISHARES DOW JONES SELECT AT COST 170959 286251 WISDOMTREE MIDCAP DIV FUND AT COST 50045 87725 WISDOMTREE SMALLCAP DIV FUND AT COST 50028 75278 PROSHARES S&P 500 DIV ETF AT COST 54022 95200 WISDOMTREE US HIGH DIV FUND AT COST 28107 32297 WISDOMTREE US QUAL DIV GROWTH AT COST 58256 91505 WISDOMTREE US SMALLCAP QUAL DIV GROWTH AT COST 17378 23720 INVESCO S&P MIDCAP LOW VOL AT COST 41961 41746 INVESCO S&P ULTRA DIV REV AT COST 41086 46628 ISHARES CORE DIV GROWTH AT COST 229948 320929 AM FUNDS - CAPITAL WORLD GROWTH AT COST 87064 154315 FIDELITY EMERGING MARKETS AT COST 11961 23315 FIDELITY GLOBAL APPRECIATION FUND AT COST 24485 38651 BROWN WINICK LAW FIRM 2492 0 0 2492 INTERSEST AND PENALTY PAID TO IRS 8 0 0 0 FEDERAL TAX REFUND 2150 2150 2150 ROUNDING ADJUSTMENT TO WHOLE NUMBERS 1 2023 FOREIGN TAXES PAID 272 272 0 0 2023 ESTIMATED EXCISE TAX PAYMENTS 2131 0 0 0 FEDERAL TAX PAYMENTS FOR 2022 PURPOSES 1631 0 0 0