2024-05-15T15:23:36-05:00 2023-12-31 135565207 KPMG LLP 666 GRAND AVENUE STE 2500 DES MOINES IA 503092578 990PF 2023-01-01 356947483 TOMSON FAMILY FOUNDATION TRUST TOMS 6414231600 2601 FOURTH STREET SW MASON CITY IA 50401 O JAY TOMSON PRESIDENT/SECRETARY 6414231600 2024-05-15 1 O JAY TOMSON 999009999 1 STACY JANSSEN P00453528 5152887465 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 23679682 X 0 X 63301 63301 378166 378166 625765 3034885 625765 1067232 1067232 0 0 0 0 0 2500 0 0 2500 32734 32734 0 0 1725 0 0 0 36959 32734 0 2500 915500 915500 952459 32734 0 918000 114773 1034498 0 244019 1259078 1259078 13482819 12148355 22420604 13726838 13407433 23679682 0 0 X 0 0 0 0 13726838 13407433 13726838 13407433 13726838 13407433 13726838 114773 0 13841611 434178 13407433 VARIOUS SHORT TERM P 1080164 1109154 -28990 -28990 VARIOUS LONG TERM P 1954527 1299966 654561 654561 LITIGATION PROCEEDS P 194 194 194 625765 -28796 14380 0 14380 0 14380 2354 0 0 0 2354 336 12362 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 N/A O JAY TOMSON 6414231600 2601 FOURTH STREET SW MASON CITY IA 50401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 O JAY TOMSON 2601 FOURTH STREET SW MASON CITY IA 50401 PRESIDENT/SECRETARY 0.10 0 0 0 PATRICIA A TOMSON 2601 FOURTH STREET SW MASON CITY IA 50401 VICE PRESIDENT 0.10 0 0 0 NONE 0 NONE 0 0 21500641 751549 0 22252190 0 0 22252190 333783 21918407 1095920 1095920 14380 14380 1081540 0 1081540 0 1081540 918000 0 918000 1081540 0 0 82040 36945 6321 125306 918000 0 0 0 918000 0 125306 125306 0 0 0 0 0 38234 0 0 0 O JAY TOMSON PATRICIA A TOMSON O JAY TOMSON PATRICIA A TOMSON 2601 FOURTH STREET SW MASON CITY IA 50401 6414231600 NO STANDARD FORM N/A THE REQUESTS MUST BE EXCLUSIVELY FOR EDUCATIONAL, SCIENTIFIC, AND CHARITABLE PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE CODE. 43 NORTH IOWA 111 2ND ST NE MASON CITY IA 50401 NONE PC GENERAL SUPPORT 1000 ARTIGRAS 161 LANATCHI LN EATONTON GA 31024 NONE PC ANNUAL FUNDRAISING EVENT FOR THE ARTS 10000 CEDAR VALLEY SEMINARY FOUNDATION 200 N 7TH ST OSAGE IA 50461 NONE PC OPERATING EXPENSES 5000 CERRO GORDO COUNTY SHERIFF 17262 LARK AVENUE MASON CITY IA 50401 NONE PC SHERIFF'S DISCRETION 1000 CHARLES CITY FAMILY YMCA 800 HULIN ST CHARLES CITY IA 50616 NONE PC GENERAL SUPPORT 5000 CHARLES CITY PUBLIC LIBRARY 106 MILWAUKEE STREET CHARLES CITY IA 50616 NONE PC REPAIRS 1000 CLEAR LAKE CLASSICAL 1310 US-18 CLEAR LAKE IA 50428 NONE PC BUILDING ACQUISITION 50000 COMMUNITY KITCHEN - NORTH IOWA PO BOX 58 MASON CITY IA 50402 NONE PC GENERAL SUPPORT 2000 EATONTON-PUTNAM COUNTY HISTORICAL SOCIETY 114 NORTH MADISON AVENUE EATONTON GA 31024 NONE PC OPERATING EXPENSES 1000 ELCA WORLD HUNGER PO BOX 1809 MERRIFIELD VA 22116 NONE PC WORLD HUNGER 50000 FLOYD COUNTY HISTORICAL SOCIETY 500 GILBERT ST CHARLES CITY IA 50616 NONE PC GENERAL SUPPORT 1000 FLOYD COUNTY SHERIFF DEPARTMENT 101 S MAIN STREET SUITE 501 CHARLES CITY IA 50616 NONE PC GENERAL OPERATING 1000 FLOYD COUNTY VETERANS AFFAIRS 101 SOUTH MAIN STREET 109 CHARLES CITY IA 50616 NONE PC TRANSPORTATION COSTS 1000 FRIENDS OF THE 457 10 1ST ST NW MASON CITY IA 50401 NONE PC MASON CITY CANNONBALL DAY 2500 GEORGIA WRITERS MUSEUM 109 SOUTH JEFFERSON AVENUE EATONTON GA 31024 NONE PC ANNUAL OPERATING 3500 HABITAT FOR HUMANITY OF NORTH CENTRAL IOWA 517 1ST ST NW MASON CITY IA 50401 NONE PC GENERAL SUPPORT 6000 HAWKEYE HARVEST FOOD BANK 122 S ADAMS AVE MASON CITY IA 50401 NONE PC GENERAL SUPPORT 3000 IOWA SCOTTISH RITE MASONIC FOUNDATION 519 PART ST STE 1613 DES MOINES IA 50309 NONE PC GENERAL SUPPORT 1000 IOWA SPECIALTY HOSPITAL FOUNDATION CLARION 1316 SOUTH MAIN STREET CLARION IA 50525 NONE PC GENERAL SUPPORT, IOWA SPECIALTY HOSPITALS AND CLINICS 5000 LAKE OCONEE FOOD & WINE FESTIVAL 161 LANATCHI LN EATONTON GA 31024 NONE PC ANNUAL FUNDRAISER FOR LOCAL YOUTH PROGRAMS 5500 LUTHER COLLEGE 700 COLLEGE DRIVE DECORAH IA 52101 NONE PC TOMSON FAMILY ENDOWED CHAIR IN NORWEIGAN LANGUAGE & MODERN NORDIC CULTURE, SCHOLARSHIPS 25000 LUTHER SEMINARY 2481 COMO AVENUE ST PAUL MN 55108 NONE PC MAGELSSEN ENDOWED SCHOLARSHIP 10000 LUTHERAN SOCIAL SERVICES 3116 UNIVERSITY AVE DES MOINES IA 50311 NONE PC GENERAL OPERATING 5000 MASON CITY HIGH SCHOOL 1700 4TH ST SE MASON CITY IA 50401 NONE PC CHORAL MUSIC DEPARTMENT 500 MASON CITY POLICE DEPARTMENT 78 S GEORGIA AVE MASON CITY IA 50401 NONE PC GENERAL SUPPORT 2000 MASONIC TEMPLE - HARDING LODGE SCHOLARSHIP 304 1ST ST SE MASON CITY IA 50401 NONE PC HARDING LODGE SCHOALRSHIP 2000 MESSIAH FOOD PANTRY 102 NORTH MAIN STREET CHARLES CITY IA 50616 NONE PC GENERAL OPERATING 3000 MORA DOLLARS FOR SCHOLARS PO BOX 422 MORA MN 55051 NONE PC GENERAL SUPPORT 3000 MORA FOOD PANTRY PO BOX 434 MORA MN 55051 NONE PC GENERAL SUPPORT 2000 NATIONAL 19TH AMENDEMENT SOCIETY 807 8TH ST CHARLES CITY IA 50616 NONE PC GENERAL SUPPORT 2000 NEW LIFE TABERNACLE 1416 S DELAWARE AVE MASON CITY IA 50401 NONE PC GENERAL SUPPORT 1000 NEWMAN SCHOOL FOUNDATION 2445 19TH ST SW MASON CITY IA 50401 NONE PC GENERAL SUPPORT, PETER E GRIBBEN MEMORIAL 7000 NIACC FOUNDATION 500 COLLEGE DRIVE MASON CITY IA 50401 NONE PC LIFELONG LEARNING INSTITUTE 12500 NORTHEASTERN IOWA SYNOD 201 20TH ST SW WAVERLY IA 50677 NONE PC GENERAL SUPPORT 10000 RIVERSIDE BIBLE CAMP 3001 RIVERSIDE RD STORY CITY IA 50248 NONE PC GENERAL SUPPORT 1000 SELF HELP INTERNATIONAL 207 20TH ST NW A WAVERLY IA 50677 NONE PC GENERAL SUPPORT 1000 ST OLAF COLLEGE 1520 ST OLAF AVENUE NORTHFIELD MN 55057 NONE PC ST. OLAF CHOIR BROADCASE OF CHRISTMAS CONCERT 25000 STEBENS CHIDREN'S THEATRE 616 NORTH DELAWARE MASON CITY IA 50401 NONE PC GENERAL OPERATING 5500 TLC THE LEARNING CENTER 404 NORTH JACKSON STREET CHARLES CITY IA 50616 NONE PC GENERAL OPERATING 5000 TRINITY LUTHERAN CHURCH 213 NORTH PENNSYLVANIA AVENUE MASON CITY IA 50401 NONE PC SEMINARY FUND 15000 UNA VOCIS CHORAL ENSEMBLE PO BOX 494 MASON CITY IA 50402 NONE PC GENERAL SUPPORT 2000 UNIVERSITY OF NORTHERN IOWA FOUNDATION 204 COMMONS CEDAR FALLS IA 50614 NONE PC CENTER FOR VIOLENCE PREVENTION 400000 UNIVERSITY OF ST THOMAS 2115 SUMMIT AVENUE ST PAUL MN 55015 NONE PC JAZZ MUSIC PROGRAM 1000 VESTERHEIM NORWEIGAN-AMERICAN MUSEUM 523 WEST WATER STREET DECORAH IA 52101 NONE PC VESTERHEIM COMMONS PROJECT MATCHING PLEDGE 10000 WALDORF LUTHERAN COLLEGE 106 S 6TH ST FOREST CITY IA 50436 NONE PC GENERAL SUPPORT, BUILDING A PERMANENT ENDOWMENT FOR WALDORF 25000 WARTBURG COLLEGE 100 WARTBURG BOULEVARD WAVERLY IA 50677 NONE PC GENERAL SUPPORT, SOCIAL WORK DEPARTMENT 20000 WINNEBAGO COUNCIL BOY SCOUTS OF AMERICA 2929 AIRPORT BOULEVARD WATERLOO IA 50703 NONE PC YOUTH DEVELOPMENT ACTIVITIES IN CERRO GORDO COUNTY 5000 WIRTH CETNER FOR THE PERFORMING ARTS 823 1ST STREET SOUTH ST CLOUD MN 56301 NONE PC SCHOLARSHIPS 1000 WRIGHT COUNTY HISTORICAL SOCIETY 223 E MAIN ST BELMOND IA 50421 NONE PC GENERAL SUPPORT 1000 YOUTH FOR CHRIST 2210 S FEDERAL AVE MASON CITY IA 50401 NONE PC GENERAL SUPPORT 5000 YSS FRANCIS LAUER 50 N EISENHOWER AVENUE MASON CITY IA 50401 NONE PC BUILDING HOPE, OPERATING 10000 AMERICAN PASSENGER TRAIN HISTORY MUSEUM PO BOX 683 CHARLES CITY IA 50616 NONE PC GENERAL SUPPORT 10000 CEDAR SUMMERSTOCK THEATRE PO BOX 182 SAINT ANSGAR IA 50472 NONE PC GENERAL SUPPORT 3000 YOUNG MENS CHRISTIAN ASSOCIATION OF FOREST CITY IOWA 916 WEST I STREET FOREST CITY IA 50436 NONE PC GENERAL SUPPORT 1000 FRIENDS OF IOWA CASA & ICFCRB 321 EAST 12TH ST DES MOINES IA 50319 NONE PC GENERAL SUPPORT 2000 GIRL SCOUTS OF GREATER IOWA 10715 HICKMAN RD URBANDALE IA 50322 NONE PC GENERAL SUPPORT 1000 HOSPICE OF NORTH IOWA 232 SECOND STREET SE MASON CITY IA 50401 NONE PC GENERAL SUPPORT 1000 MASON CITY YMCA & REHABILITATION CENTER 1840 S MONROE MASON CITY IA 50401 NONE PC GENERAL SUPPORT 50000 MASON CITY FOUNDATIONMUSIC MAN SQUARE 308 S PENNSYLVANIA MASON CITY IA 50401 NONE PC GENERAL SUPPORT 10000 MIDLAND UNIVERSITY 900 N CLARKSON ST FREMONT NE 68025 NONE PC GENERAL SUPPORT 10000 MOLLIE'S MISSION 22975 295TH STREET NORA SPRINGS IA 50458 NONE PC GENERAL SUPPORT 1000 NEW BEGINNINGS HOUSE OF HOPE 201 1ST ST NW MASON CITY IA 50401 NONE PC GENERAL SUPPORT 16000 NORTH IOWA COMMUNITY ACTION ORGANIZATION PO BOX 1627 MASON CITY IA 50401 NONE PC GENERAL SUPPORT 1000 NORWEGIAN AMERICAN HISTORICAL SOCIETY 1510 ST OLAF AVE NORTHFIELD MN 55027 NONE PC GENERAL SUPPORT 25000 OCONEE PERFORMING ARTS SOCIETY 4980-A CAREY STATION ROAD GREENSBORO GA 30642 NONE PC OPERATIONS, PERFORMANCES, AND YOUTH SCHOLARSHIPS 5000 ST JOHN LUTHERAN CHURCH 200 S MAIN STREET CHARLES CITY IA 50616 NONE PC GENERAL SUPPORT 1000 THE ARTISANS VILLAGE PO BOX 3429 EATONTON GA 31024 NONE PC GENERAL SUPPORT 3500 THE PLAZA OLD SCHOOL HISTORY MUSEUM 305 NORTH MADISON AVENUE EATONTON GA 31024 NONE PC GENERAL SUPPORT 1000 TRINITY UNITED METHODIST CHURCH 601 MILWAUKEE ST CHARLES CITY IA 50616 NONE PC ATTRIBUTE TO OUR BROTHER'S KEEPER 1000 915500 0 14 63301 14 378166 18 625765 0 1067232 0 1067232 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 2500 0 0 2500 VARIOUS 12148355 22420604 COST VS. FMV DIFFERENCE OF CONTRIBUTED STOCK 434178 INVESTMENT FEES 32734 32734 0 0 FOREIGN TAXES 1725 0 0 0