2024-05-01T12:13:23-05:00 2023-12-31 990PF 2023-01-01 421343474 EMC Insurance Foundation EMCI 5153452788 717 Mulberry Street Des Moines IA 503093872 Ron Herman Treasurer 5153452788 2024-05-01 Ron Herman 999009999 1 0 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 6375459 X 1593325 35595 35595 131083 131083 45510 2310695 1636591 1805513 1803269 0 5000 5000 0 5000 18000 0 0 0 1300 1300 0 1300 24300 6300 0 6300 1530673 1530673 1554973 6300 0 1536973 250540 1796969 0 471962 644362 644362 4675253 4753393 5731097 5147215 5397755 6375459 0 0 X 5147215 5397755 0 0 0 0 5147215 5397755 5147215 5397755 5147215 250540 0 5397755 0 5397755 10,020.040 shs Vanguard S-T Bond Index P 2009-08-15 2023-01-24 100000 106613 -6613 -6613 10,917.031 shs PIMCO Low Duration P 2009-08-15 2023-01-24 100000 109061 -9061 -9061 2,299.438 shs Vanguard Total Stock Mkt Index P 2009-08-15 2023-01-24 225000 141277 83723 83723 14,334.862 shs PIMCO Total Return P 2009-08-15 2023-01-24 125000 152093 -27093 -27093 11,867.089 shs Dodge & Cox Income Fund P 2009-08-15 2023-01-24 150000 162816 -12816 -12816 8,500 shs Apple Inc D 2023-07-11 2023-07-12 1610695 2244 1608451 1608451 1636591 1608451 24978 0 24978 0 24978 26202 0 0 0 26202 X 0 1224 1224 0 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 1 0 0 1 N/A Ron Herman 5153452788 717 Mulberry St Des Moines IA 503093872 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Scott R Jean 717 Mulberry St Des Moines IA 50309 Chairman 5.00 0 0 0 Sarah L Buckley 717 Mulberry St Des Moines IA 50309 Executive Director 20.00 0 0 0 Ron D Herman 717 Mulberry St Des Moines IA 50309 Treasurer 5.00 0 0 0 Doug Van Zanten 717 Mulberry St Des Moines IA 50309 Secretary 5.00 0 0 0 Deidre N Williams 717 Mulberry St Des Moines IA 50309 Director 5.00 0 0 0 Sharon Cooper 717 Mulberry St Des Moines IA 50309 Director 5.00 0 0 0 David J W Proctor 3920 Grand Ave Unit 601 Des Moines IA 50312 Director 5.00 2500 0 0 Bruce G Kelley 14 Glenview Dr Des Moines IA 50312 Director 5.00 2500 0 0 NONE 0 NONE 0 0 5041803 750377 0 5792180 0 0 5792180 86883 5705297 285265 285265 24978 24978 260287 0 260287 0 260287 1536973 0 1536973 260287 0 0 1239343 1289827 1311681 1230886 1384546 6456283 1536973 0 0 0 260287 1276686 0 0 7732969 0 0 0 0 0 0 1239343 6493626 1289827 1311681 1230886 1384546 1276686 Sarah Buckley PO Box 712 Des Moines IA 503060712 5153454588 The following information should be provided: 1.Intended use of funds, 2.Verification of IRS 501(c)(3) status, 3.List of major donors None Generally only Iowa-based charitable organizations are funded Above & Beyond Cancer Inc 1915 Grand Ave Des Moines IA 50309 PC For general support or for a capital fund drive of the respective organization 4000 Alzheimer's Disease and Related Disorders Association Inc 1415 28th Street 430 West Des Moines IA 50266 PC For general support or for a capital fund drive of the respective organization 5000 American Heart Association Inc 8805 Chambery Blvd 300 PMB 126 Johnston TX 50131 PC For general support or for a capital fund drive of the respective organization 1000 American Heart Association Inc 8805 Chambery Blvd 300 PMB 126 Johnston TX 50131 PC For general support or for a capital fund drive of the respective organization 5000 American Lung Association 2530 73rd Street Urbandale IA 50322 PC For general support or for a capital fund drive of the respective organization 15000 Autism Society of America 6110 Executive Blvd Suite 305 Rockville MD 20852 PC For general support or for a capital fund drive of the respective organization 25000 Ballet Theatre of Des Moines 121 S 11th Street Suite 100 West Des Moines IA 50265 PC For general support or for a capital fund drive of the respective organization 2500 Big Brothers Big Sisters of Central Iowa Inc 9051 Swanson Blvd Clive IA 50325 PC For general support or for a capital fund drive of the respective organization 7500 Blue Star Mothers of America Inc PO Box 751 Johnston IA 50131 PC For general support or for a capital fund drive of the respective organization 2500 Brookings Area United Way PO Box 750 Brookings SD 57006 PC For general support or for a capital fund drive of the respective organization 263 By Degrees Foundation PO Box 41070 Des Moines IA 50311 PC For general support or for a capital fund drive of the respective organization 20000 Camp Fire 5615 Hickman Road Des Moines IA 50310 PC For general support or for a capital fund drive of the respective organization 20000 Children and Families of Iowa 1111 University Ave Des Moines IA 50314 PC For general support or for a capital fund drive of the respective organization 15000 Children's Cancer Connection 2708 Grand Avenue Des Moines IA 50312 PC For general support or for a capital fund drive of the respective organization 4000 Civic Music Association 221 Walnut Street Des Moines IA 50309 PC For general support or for a capital fund drive of the respective organization 10000 CultureAll Inc PO Box 3913 Urbandale IA 50323 PC For general support or for a capital fund drive of the respective organization 20000 Dalla Terra Ranch Foundation PO Box 116 Earlham IA 50072 PC For general support or for a capital fund drive of the respective organization 20000 Dental Connections Inc 1111 9th St Ste 190 Des Moines IA 50314 PC For general support or for a capital fund drive of the respective organization 5000 Department of Veteran Affairs 3600 30th St Des Moines IA 50310 PC For general support or for a capital fund drive of the respective organization 5000 Des Moines Area Religious Council 100 Army Post Road Des Moines IA 50315 PC For general support or for a capital fund drive of the respective organization 25000 Des Moines Community Playhouse 831 42nd Street Des Moines IA 50312 PC For general support or for a capital fund drive of the respective organization 10000 Des Moines Educational Foundation 2100 Fleur Drive Annex Des Moines IA 50321 PC For general support or for a capital fund drive of the respective organization 5000 Des Moines Performing Arts 221 Walnut Street Des Moines IA 50309 PC For general support or for a capital fund drive of the respective organization 100000 Des Moines Symphony Association 1011 Locust Street Suite 200 Des Moines IA 50309 PC For general support or for a capital fund drive of the respective organization 25000 Drake University 2507 University Ave Des Moines IA 50311 PC For general support or for a capital fund drive of the respective organization 25000 Easter Seal Society of Iowa Inc 2920 30th Street Des Moines IA 50310 PC For general support or for a capital fund drive of the respective organization 3000 Edmundson Art Foundation Inc 4700 Grand Ave Des Moines IA 50312 PC For general support or for a capital fund drive of the respective organization 5000 Ellipsis PO Box 39 Johnston IA 50131 PC For general support or for a capital fund drive of the respective organization 20000 Everybody Wins Iowa PO Box 691 Des Moines IA 50303 PC For general support or for a capital fund drive of the respective organization 2500 Feeding America 161 North Clark Street Suite 700 Chicago IL 60601 PC For general support or for a capital fund drive of the respective organization 250 Food Bank of Iowa PO Box 1517 Des Moines IA 50305 PC For general support or for a capital fund drive of the respective organization 11000 Friends of Iowa CASA and ICFCRB 321 E 12th St 4th Floor Des Moines IA 50319 PC For general support or for a capital fund drive of the respective organization 2500 Granite United Way 22 Concord Street Floor 2 Manchester NH 03101 PC For general support or for a capital fund drive of the respective organization 65 Great Outdoors Foundation PO Box 8071 Des Moines IA 50301 PC For general support or for a capital fund drive of the respective organization 25000 Greater Des Moines Habitat for Humanity PO Box 716 Des Moines IA 50303 PC For general support or for a capital fund drive of the respective organization 150000 Greater Twin Cities United Way PO Box 2949 Minneapolis MN 55402 PC For general support or for a capital fund drive of the respective organization 1610 Hawaii Community Foundation 827 Fort Street Mall Honolulu HI 96813 PC For general support or for a capital fund drive of the respective organization 10000 Homes of Oakridge Human Services 1401 Center St Des Moines IA 50314 PC For general support or for a capital fund drive of the respective organization 35000 Hope Ministries PO Box 862 Des Moines IA 50304 PC For general support or for a capital fund drive of the respective organization 25000 Hoyt Sherman Place Foundation 1501 Woodland Avenue Des Moines IA 50309 PC For general support or for a capital fund drive of the respective organization 66667 Iowa Association of Business and Industry Foundation 400 East Court Ave Suite 100 Des Moines IA 50309 PC For general support or for a capital fund drive of the respective organization 15000 Iowa Center for Childrens Justice 501 SW 7th St Suite G Des Moines IA 50309 PC For general support or for a capital fund drive of the respective organization 2000 Iowa College Foundation 505 5th Ave Ste 1034 Des Moines IA 50309 PC For general support or for a capital fund drive of the respective organization 22250 Iowa European Cultural Connection 37 Liberty Bell Blvd Pleasant Hill IA 50327 PC For general support or for a capital fund drive of the respective organization 1000 Iowa Historical Foundation 600 E Locust St Des Moines IA 50319 PC For general support or for a capital fund drive of the respective organization 25000 Iowa Jag Inc 1111 9th Street Suite 268 Des Moines IA 50314 PC For general support or for a capital fund drive of the respective organization 5000 Iowa Legal Aid Foundation 1111 9th St Ste 230 Des Moines IA 50314 PC For general support or for a capital fund drive of the respective organization 5000 IOWA Service Dogs PO Box 65056 West Des Moines IA 50265 PC For general support or for a capital fund drive of the respective organization 5000 Iowa Special Olympics Inc PO Box 620 Grimes IA 50111 PC For general support or for a capital fund drive of the respective organization 5000 Iowa State University Foundation 2505 University Boulevard Ames IA 50010 PC For general support or for a capital fund drive of the respective organization 52500 James B Morris Scholarship Fund Inc PO Box 12145 Des Moines IA 50312 PC For general support or for a capital fund drive of the respective organization 10000 Jewels Academy 1620 Pleasant St Suite 216 Des Moines IA 50314 PC For general support or for a capital fund drive of the respective organization 3500 Job Rides Inc PO Box 71264 Clive IA 50325 PC For general support or for a capital fund drive of the respective organization 2500 Junior Achievement of Central Iowa Inc 6100 Grand Avenue Des Moines IA 50312 PC For general support or for a capital fund drive of the respective organization 7500 Junior League of Waterloo Cedar Falls Iowa Inc PO Box 568 Waterloo IA 50704 PC For general support or for a capital fund drive of the respective organization 1500 Kansas City Pet Project 7077 Elmwood Avenue Kansas City MO 64132 PC For general support or for a capital fund drive of the respective organization 1000 Knock and Drop Iowa PO Box 8054 Des Moines IA 50301 PC For general support or for a capital fund drive of the respective organization 5000 Leukemia & Lymphoma Society 3 International Drive Suite 200 Rye Brook NY 10573 PC For general support or for a capital fund drive of the respective organization 2500 Link Associates 1452 29th Street West Des Moines IA 50266 PC For general support or for a capital fund drive of the respective organization 2500 Living History Farms Foundation 2600 111th Street Urbandale IA 50322 PC For general support or for a capital fund drive of the respective organization 15000 Living History Farms Foundation 2600 111th Street Urbandale IA 50322 PC For general support or for a capital fund drive of the respective organization 25000 Love For Red Inc 7868 Beechtree Ln West Des Moines IA 50266 PC For general support or for a capital fund drive of the respective organization 3000 Marine Toys for Tots Foundation 332 Henson St El Campo TX 77437 PC For general support or for a capital fund drive of the respective organization 250 Meals from the Heartland 357 Lincoln Street West Des Moines IA 50265 PC For general support or for a capital fund drive of the respective organization 5000 Menace Soccer Foundation 1459 Grand Ave Des Moines IA 50309 PC For general support or for a capital fund drive of the respective organization 5000 Merrymakers Association 12020 Shamrock Plaza Suite 200 Omaha NE 68154 PC For general support or for a capital fund drive of the respective organization 5000 Metro United Way PO Box 4488 Louisville KY 40204 PC For general support or for a capital fund drive of the respective organization 398 Mile High United Way Inc 711 Park Avenue West Denver CO 80205 PC For general support or for a capital fund drive of the respective organization 2632 Missouri Slope Areawide United Way Inc PO Box 2111 Bismarck ND 58502 PC For general support or for a capital fund drive of the respective organization 1558 National Multiple Sclerosis Society 733 Third Avenue 3rd Floor New York NY 10017 PC For general support or for a capital fund drive of the respective organization 2000 On With Life Foundation 715 SW Ankeny Road Ankeny IA 50023 PC For general support or for a capital fund drive of the respective organization 35000 Orchard Place 2116 Grand Ave Des Moines IA 50312 PC For general support or for a capital fund drive of the respective organization 250 Orchard Place 2116 Grand Ave Des Moines IA 50312 PC For general support or for a capital fund drive of the respective organization 100000 Pinky Swear Foundation PO Box 65374 West Des Moines IA 50265 PC For general support or for a capital fund drive of the respective organization 5000 Polk County Housing Trust Fund 505 5th Ave Suite 1000 Des Moines IA 50309 PC For general support or for a capital fund drive of the respective organization 10000 Prevent Child Abuse Iowa 501 SW 7th Street Suite G Des Moines IA 50309 PC For general support or for a capital fund drive of the respective organization 2500 Pursuit of Innovation 900 Keosauqua Way Ste 357 Des Moines IA 50309 PC For general support or for a capital fund drive of the respective organization 5000 Ronald McDonald House Charities of Central Iowa Inc 1441 Pleasant St Des Moines IA 50314 PC For general support or for a capital fund drive of the respective organization 2500 Salisbury House Foundation 4025 Tonawanda Drive Des Moines IA 50312 PC For general support or for a capital fund drive of the respective organization 25000 Salvation Army Divisional Headquarters Indiana Division 6060 Castleway West Drive Indianapolis IN 46250 PC For general support or for a capital fund drive of the respective organization 1500 Science Center of Iowa 401 West Martin Luther King Jr Parkway Des Moines IA 50309 PC For general support or for a capital fund drive of the respective organization 50000 SCKIC Inc PO Box 57672 Des Moines IA 50317 PC For general support or for a capital fund drive of the respective organization 2500 SFM Foundation PO Box 9447 Minneapolis MN 55440 PC For general support or for a capital fund drive of the respective organization 5000 Single Parent Provision 2041 Grand Ave Suite D West Des Moines IA 50265 PC For general support or for a capital fund drive of the respective organization 4000 Skate DSM PO Box 93385 Des Moines IA 50309 PC For general support or for a capital fund drive of the respective organization 2500 Stagewest Theatre Company PO Box 13466 Des Moines IA 50310 PC For general support or for a capital fund drive of the respective organization 5000 Tech Journey Inc PO Box 42153 Urbandale IA 50323 PC For general support or for a capital fund drive of the respective organization 2500 The Home Connection 3001 Grand Ave Des Moines IA 50312 PC For general support or for a capital fund drive of the respective organization 5000 The Iowa Cops Chapter of Concerns of Police Survivors PO Box 52 Granger IA 50109 PC For general support or for a capital fund drive of the respective organization 1000 United Way of Androscoggin County Inc PO Box 888 Lewiston ME 04243 PC For general support or for a capital fund drive of the respective organization 250 United Way of Central Alabama Inc PO Box 320189 Birmingham AL 35232 PC For general support or for a capital fund drive of the respective organization 2328 United Way of Central Carolinas 601 East 5th Street Suite 350 Charlotte NC 28202 PC For general support or for a capital fund drive of the respective organization 305 United Way of Central Indiana 2955 North Meridian Street Suite 300 Indianapolis IN 46208 PC For general support or for a capital fund drive of the respective organization 130 United Way of Central Iowa 1111 9th St Suite 100 Des Moines IA 50314 PC For general support or for a capital fund drive of the respective organization 640 United Way of Central Iowa 1111 9th St Suite 100 Des Moines IA 50314 PC For general support or for a capital fund drive of the respective organization 127567 United Way of Central New Mexico 2340 Alamo Ave SE 2nd Floor Albuquerque NM 87106 PC For general support or for a capital fund drive of the respective organization 600 United Way of Chester County 150 John Robert Thomas Drive Exton PA 19341 PC For general support or for a capital fund drive of the respective organization 1036 United Way of Greater Atlanta 40 Courtland Street Atlanta GA 30303 PC For general support or for a capital fund drive of the respective organization 428 United Way of Greater Cincinnati 2400 Reading Rd Cincinnati OH 45202 PC For general support or for a capital fund drive of the respective organization 1028 United Way of Greater Fall River Inc PO Box 2550 Fall River MA 02722 PC For general support or for a capital fund drive of the respective organization 78 United Way of Greater Kansas City PO Box 871400 Kansas City MO 64187 PC For general support or for a capital fund drive of the respective organization 1983 United Way of Greater Knoxville 1301 Hannah Ave Knoxville TN 37921 PC For general support or for a capital fund drive of the respective organization 310 United Way of Greater Milwaukee & Waukesha County PO Box 88110 Milwaukee WI 53288 PC For general support or for a capital fund drive of the respective organization 3221 United Way of Greater New Haven 370 James Street Suite 403 New Haven CT 06513 PC For general support or for a capital fund drive of the respective organization 1650 United Way of King County 720 Second Avenue Seattle WA 98104 PC For general support or for a capital fund drive of the respective organization 675 United Way of Metropolitan Chicago 75 Remittance Dr Ste 5828 Chicago IL 60675 PC For general support or for a capital fund drive of the respective organization 278 United Way of Metropolitan Dallas 1800 N Lamar Dallas TX 75202 PC For general support or for a capital fund drive of the respective organization 2922 United Way of New York City 205 E 42nd Street 12th Floor New York NY 10017 PC For general support or for a capital fund drive of the respective organization 13 United Way of Northern New Jersey PO Box 6835 Bridgewater NJ 08807 PC For general support or for a capital fund drive of the respective organization 65 United Way of Rhode Island 50 Valley St Providence RI 02909 PC For general support or for a capital fund drive of the respective organization 985 United Way of San Diego County 4699 Murphy Canyon Road San Diego CA 92123 PC For general support or for a capital fund drive of the respective organization 230 United Way of South Central Michigan 709 S Westnedge Avenue Kalamazoo MI 49007 PC For general support or for a capital fund drive of the respective organization 861 United Way of Southeast Louisiana PO Box 791790 New Orleans LA 70179 PC For general support or for a capital fund drive of the respective organization 15 United Way of the Capital Area Inc PO Box 23169 Jackson MS 39225 PC For general support or for a capital fund drive of the respective organization 1746 United Way of the Midlands 2201 Farnam St Suite 200 Omaha NE 68102 PC For general support or for a capital fund drive of the respective organization 1421 United Way of the Plains 245 N Water St Wichita KS 67202 PC For general support or for a capital fund drive of the respective organization 10326 United Way of the Virginia Peninsula 11820 Fountain Way Suite 206 Newport News VA 23606 PC For general support or for a capital fund drive of the respective organization 500 United Way of York County 800 E King St York PA 17403 PC For general support or for a capital fund drive of the respective organization 1643 United Way Suncoast 4925 Independence Parkway Suite 120 Tampa FL 33634 PC For general support or for a capital fund drive of the respective organization 4386 UnityPoint Health - Des Moines Foundation 1415 Woodland Avenue Suite E200 Des Moines IA 50309 PC For general support or for a capital fund drive of the respective organization 10000 University of Northern Iowa Foundation 204 Commons Cedar Falls IA 50613 PC For general support or for a capital fund drive of the respective organization 50000 Valley Evangelical Free Church of West Des Moines 4343 Fuller Road West Des Moines IA 50265 PC For general support or for a capital fund drive of the respective organization 2500 Valley of the Sun United Way PO Box 10748 Phoenix AZ 85064 PC For general support or for a capital fund drive of the respective organization 5867 Variety-The Children's Charity 505 Fifth Avenue Suite 310 Des Moines IA 50309 PC For general support or for a capital fund drive of the respective organization 20000 WesleyLife Community Services Inc 5508 NW 88th St Johnston IA 50131 PC For general support or for a capital fund drive of the respective organization 7500 YMCA of Greater Des Moines 501 Grand Avenue Des Moines IA 50309 PC For general support or for a capital fund drive of the respective organization 30000 rounding 717 Mulberry St Des Moines IA 50309 PC For general support or for a capital fund drive of the respective organization -7 1530673 0 35595 131083 45510 0 0 212188 212188 3 The investment of the funds is used as a tool in safeguarding the 4 assets needed to carry out the purpose of the foundation. 8 same 0 0 0 0 0 0 0 0 0 0 X X 1 Employers Mutual Casualty Company 717 Mulberry St Des Moines IA 50309 1593325 X 1 8,500 shares of Apple Inc 1593325 2023-07-11 Vanguard Total Stock Market Index Fund AT COST 1635915 2869770 Dodge & Cox Income Fund AT COST 730217 681489 PIMCO Low Duration Fund AT COST 793240 744262 PIMCO Total Return Fund AT COST 801930 673521 Vanguard Short-Term Bond Index Fund AT COST 792091 762055 Bank Fees 1300 1300 0 1300 Employers Mutual Casualty Company 717 Mulberry St Des Moines IA 50309 Federal Tax Payment 18000 0 0 0