2024-10-14T12:26:15-05:00 2023-12-31 420714325 RSM US LLP 4650 EAST 53RD STREET DAVENPORT IA 528073479 990PF 2023-01-01 421429940 THE BUTLER FAMILY FOUNDATION BUTL 5635837301 PO BOX 28 DUBUQUE IA 520040028 JOHN E BUTLER DIRECTOR 5635837301 2024-09-16 1 0 JENIFER L CHASE P01306883 5638884000 2024-09-16 2023 2024-10-15 13:58:12Z X 65086680 X X 17778 17778 1255872 1326819 21280 17209 499486 1805116 499646 1794416 1844243 0 0 0 150 0 150 3686 1711 570 118043 118043 0 1756 61049 0 356 0 0 554 0 0 124545 180803 720 1832406 1832406 1956951 180803 1833126 -162535 1663440 521845 189681 189681 47939561 48202690 64896999 15000 0 0 48476406 48392371 65086680 0 0 X 0 0 0 0 48476406 48392371 48476406 48392371 48476406 48392371 48476406 -162535 78500 48392371 0 48392371 PUBLICLY TRADED SECURITIES 1492231 1305470 186761 186761 CAPITAL GAINS DIVIDENDS P 312885 312885 312885 499646 23122 0 23122 0 23122 28178 0 1000 0 29178 0 6056 6056 0 0 0 0 0 0 0 0 0 1 1 0 1 1 IA 1 0 0 0 0 1 N/A TIMOTHY L BERNS 5635837301 300 SECURITY BUILDING DUBUQUE IA 52001 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN E BUTLER 800 MAIN ST DUBUQUE IA 52001 CHAIRPERSON 1.00 0 0 0 ALICE L BUTLER 800 MAIN ST DUBUQUE IA 52001 VICE-CHAIRPERSON 1.00 0 0 0 TIMOTHY L BERNS 800 MAIN ST DUBUQUE IA 52001 SECY/TREASURER 1.00 0 0 0 NONE 0 MARQUETTE ASSOCIATES INC 180 N LASALLE STREET SUITE 3500 CHICAGO IL 60601 FINANCIAL ADVISOR 118043 0 0 59923892 600984 0 60524876 0 0 60524876 907873 59617003 2980850 2980850 23122 3205 26327 2954523 0 2954523 0 2954523 1833126 0 1833126 2954523 0 0 165092 1682495 1847587 1833126 0 0 0 1833126 0 1121397 1121397 726190 0 0 0 0 0 0 0 726190 726190 JOHN E BUTLER ALICE L BUTLER X AMERICAN ENTERPRISE INSTITUTE 1789 MASSACHUSETTS AVE NW WASHINGTON DC 20036 PC COMMUNITY AND ECONOMIC DEVELOPMENT 50000 AMERICAN HORTICULTURAL SOCIETY 7931 EAST BOULEVARD DR ALEXANDRIA VA 22308 PC COMMUNITY IMPROVEMENT 500 ARBOR DAY FOUNDATION 211 N 12 ST STE 501 LINCOLN NE 68508 PC PLANT, NURTURE, AND CELEBRATE TREES 1000 AREA RESIDENTIAL CARE 3355 KENNEDY CIRCLE DUBUQUE IA 52002 PC FAMILY DISABILITY RESOURCES 2500 ART INSTITUTE OF CHICAGO 111 S MICHIGAN AVE CHICAGO IL 60603 PC UNIVERSITY EDUCATION 250 BABSON COLLEGE 231 FOREST STREET BABSON PARK MA 02457 PC JOHN E AND ALICE L BUTLER LAUNCH PAD 25000 BELL TOWER THEATER 2728 ASBURY RD STE 242 DUBUQUE IA 52001 PC KIDS PROGRAMS 500 BETHANY HOME 1005 LINCOLN AVE DUBUQUE IA 52001 PC PROVIDE NURSING HOME CARE TO RESIDENTS 2500 BOY SCOUTS OF AMERICA NORTHEAST IOWA COUNCIL #178 10601 MILITARY ROAD DUBUQUE IA 52004 PC FRIENDS OF SCOUTING ANNUAL CAMPAIGN 500 BOYS & GIRLS CLUB OF GREATER DUBUQUE 1299 LOCUST ST DUBUQUE IA 52001 PC PROVIDE PROGRAMS TO DUBUQUE AREA YOUTH 200000 BRYN MAWR COLLEGE 101 NORTH MERION AVENUE BRYN MAWR PA 19010 PC THE BRYN MAWR FUND 2500 CAMP ALBRECHT ACRES OF THE MIDWEST 14837 SHERRILL ROAD SHERRILL IA 52073 PC SPECIAL POPULATION SUPPORT 5000 CATO INSTITUTE 1000 MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 PC EDUCATION 5000 CENTRALLY ROOTED MISSION 2230 CENRAL AVE DUBUQUE IA 52001 PC MUSIC EDUCATION 5000 CHICAGO SYMPHONY ORCHESTRA 220 SOUTH MICHIGAN AVENUE CHICAGO IL 60604 PC ARTS EDUCATION 2500 CLARKE UNIVERSITY 1550 CLARKE DRIVE DUBUQUE IA 52001 PC CLARKE FUND & BOB WAHLERT MEMORIAL SCHOLARSHIP 26000 CORNELL LAB OF ORNITHOLOGY 159 SAPSUCKER WOODS RD ITHACA NY 14850 PC PROTECT BIRDS AND THE NATURAL WORLD 500 DUBUQUE ARBORETUM 3800 ARBORETUM DRIVE DUBUQUE IA 52001 PC SPONSORSHIP OF MUSIC IN THE GARDENS CONCERT 2500 DUBUQUE ARTS COUNCIL 2728 ASBURY ROAD NO 220 DUBUQUE IA 52001 PC ARTS COUNCILS 1600 DUBUQUE CHORALE 900 JACKSON ST SUITE LL5 2D DUBUQUE IA 52001 PC VOCAL MUSIC 500 DUBUQUE CITY YOUTH BALLET 2085 MULLIN ROAD DUBUQUE IA 52001 PC SCHOLARSHIP FOR FIVE DANCERS 4375 DUBUQUE COMMUNITY YMCA 35 NORTH BOOTH STREET DUBUQUE IA 52001 PC DOMESTIC VIOLENCE PROGRAM 5000 DUBUQUE COUNTY HISTORICAL SOCIETY 350 EAST THIRD STREET DUBUQUE IA 52001 PC NATIONAL MISSISSIPPI RIVER MUSEUM AND AQUARIUM 2500 DUBUQUE DREAM CENTER 1600 WHITE STREET DUBUQUE IA 52001 PC SUSTAINING SERVICES FOR STUDENTS 28000 DUBUQUE MUSEUM OF ART 701 LOCUST STREET DUBUQUE IA 52001 PC VISUAL ARTS 392000 DUBUQUE REGIONAL HUMANE SOCIETY 4242 CHAVENELLE ROAD DUBUQUE IA 52002 PC PROTECT AND PROMOTE THE WELL-BEING OF ALL ANIMALS 2500 DUBUQUE RESCUE MISSION 398 MAIN STREET DUBUQUE IA 52004 PC HOMELESS SHELTER 5000 DUBUQUE SYMPHONY ORCHESTRA 2728 ASBURY ROAD STE 900 DUBUQUE IA 52001 PC SPONSORSHIP OF A CONCERT & PURSUIT OF THE PODIUM 7056 DURIDE 2728 ASBURY RD STE 330 DUBUQUE IA 52001 PC PROVIDE A SAFE AND PERSONALIZED TRANSPORTATION SERVICE FOR SENIORS 500 FINLEY HEALTH FOUNDATION 350 NORTH GRANDVIEW AVENUE DUBUQUE IA 52001 PC FAMILY BIRTHING SUITES C-SECTION SUITE PROJECT 5000 FLY BY NIGHT PRODUCTIONS PO BOX 1377 DUBUQUE IA 52004 PC THEATER 500 FOUR MOUNDS FOUNDATION 4900 PERU ROAD DUBUQUE IA 52001 PC PRESERVE, EDUCATE, AND SERVE 2500 FRIENDS OF HOMACHO 2115 EMBASSY WEST DRIVE DUBUQUE IA 52002 PC PROVIDE WATER, FLOORS FOR SCHOOLS, AND MEDICAL ASSISTANCE AROUND THE VILLAGE OF HOMACHO, ETHIOPIA 15000 GRAND OPERA HOUSE 135 WEST 8TH STREET DUBUQUE IA 52001 PC PERFORMING ARTS 6500 HILLCREST FAMILY SERVICES 2005 ASBURY ROAD DUBUQUE IA 52001 PC BRAIN HEALTH CAMPAIGN 5000 HILLS AND DALE'S CHILD DEVELOPMENT CENTER 1011 DAVIS AVENUE DUBUQUE IA 52001 PC BUILD MEANINGFUL LIVES FOR CHILDREN WITH PHYSICAL AND MENTAL HANDICAPS 5000 HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE MI 49242 PC UNIVERSITY EDUCATION 10000 HOSPICE OF DUBUQUE 1670 JOHN F KENNEDY RD DUBUQUE IA 52002 PC PROVIDE HOSPICE BEREAVEMENT SERVICES TO THE TERMINALLY ILL 1500 ILLINOIS NETWORK OF CHARTER SCHOOLS 150 N MICHIGAN AVE NO 430 CHICAGO IL 60601 PC CHARTER SCHOOL EDUCATION 50000 INSTITUTE FOR JUSTICE 901 NORTH GLEBE ROAD STE 900 ARLINGTON VA 22203 PC SUPPORT OUR CONTINUING DEFENSE OF THE CONSTITUTION AND THE LIBERTIES IT GUARANTEES FOR ALL AMERICANS 5000 IOWA NATURAL HERITAGE FOUNDATION 505 5TH AVENUE SUITE 444 DES MOINES IA 50309 PC PROTECT AND RESTORE IOWA'S LANDS 500 JUDICIAL WATCH 425 THIRD STREET SW SUITE 800 WASHINGTON DC 20024 PC PUBLIC AFFAIRS 5000 LAUREL SCHOOL ONE LYMAN CIRCLE SHAKER HEIGHTS OH 44122 PC ELEMENTARY AND SECONDARY EDUCATION 2500 LEADERSHIP INSTITUTE 1101 NORTH HIGHLAND ST ARLINGTON VA 22201 PC EDUCATE PEOPLE FOR SUCCESSFUL PARTICIPATION IN GOVERNMENT 15000 LIBERTY JUSTICE CENTER 440 NORTH WELLS STREET SUITE 200 CHICAGO IL 60654 PC INDIVIDUAL LIBERTIES 50000 LORAS COLLEGE 1450 ALTA VISTA STREET DUBUQUE IA 52001 PC UNDERGRADUATE EDUCATION 25000 LYRIC OPERA OF CHICAGO 20 N WACKER DRIVE 860 CHICAGO IL 60606 PC EXPRESS AND PROMOTE GREAT OPERA 500000 MARY'S INN MATERNITY HOME PO BOX 3338 DUBUQUE IA 52004 PC SAFE HAVEN FOR PREGNANT AND/OR PARENTING MOTHERS AND THEIR DEVELOPING BABIES 500 MAYO FOUNDATION 200 FIRST STREET SW ROCHESTER MN 55905 PC PATIENT CARE, RESEARCH AND EDUCATION 25000 MERCYONE DUBUQUE FOUNDATION 250 MERCY DRIVE DUBUQUE IA 52001 PC FOR ONGOING PROGRAM COSTS AND EQUIPMENT NEEDS 5000 NATIONAL TRUST FOR HISTORIC PRESERVATION 600 14TH STREET NW SUITE 500 WASHINGTON DC 20005 PC PUBLIC POLICY 25000 NOBLE SCHOOLS 1 NORTH STATE STREET CHICAGO IL 60602 PC SUPPORT OF BUTLER COLLEGE PREP AND SUMMER OF A LIFETIME PROGRAMS 105000 NORTHEAST IA SCHOOL OF MUSIC 2728 ASBURY RD STE 200 DUBUQUE IA 52001 PC DONATION FOR CHAMBERFEST AND GENERAL SUPPORT 2500 TELLURIDE FOUNDATION PO BOX 4222 TELLURIDE CO 81435 PC ENRICHING QUALITY OF LIFE OF TELLURIDE RESIDENTS 30000 TELLURIDE HISTORICAL MUSEUM PO BOX 1597 TELLURIDE CO 81435 PC PRESERVE THE HISTORY OF THE REGION 150 THE NATURE CONSERVANCY 4245 N FAIRFAX DR SUITE 100 ARLINGTON VA 22203 PC CONSERVE THE LANDS AND WATERS ON WHICH ALL LIFE DEPENDS 100 THE NEWBERRY 60 WEST WALTON STREET CHICAGO IL 60610 PC INDEPENDENT RESEARCH LIBRARY 125 THE SALVATION ARMY 10755 BURT STREET OMAHA NE 68114 PC HUMAN SERVICES 250 TWO BY TWO CHARACTER DEVELOPMENT 470 W 4TH ST DUBUQUE IA 52001 PC TEACHING CHILDREN SOCIAL EMOTIONAL SKILLS TO SUCCEED IN WORK 5000 UNION LEAGUE BOYS & GIRLS CLUBS 65 W JACKSON BLVD CHICAGO IL 60604 PC YOUTH SERVICES 6000 UNITED WAY OF DUBUQUE AREA TRI-STATES 215 WEST 6TH STREET DUBUQUE IA 52001 PC YOUTH SERVICES 1000 UNIVERSITY OF DUBUQUE 2000 UNIVERSITY AVENUE DUBUQUE IA 52001 PC LANDSCAPING, BABKA MEMORIAL, STOLTZ MEMORIAL, STUDENT SCHOLARSHIP FUND 102000 UNIVERSITY OF PENNSYLVANIA 2929 WALNUT STREET STE 300 PHILADELPHIA PA 19104 PC UNIVERSITY EDUCATION 2500 WELLESLEY COLLEGE 106 CENTRAL STREET WELLESLEY MA 02481 PC UNDERGRADUATE EDUCATION 10000 YOUNG AMERICANS FOR LIBERTY FOUNDATION 500 N CAPITAL OF TEXAS HWY BLDG 5 STE 100 AUSTIN TX 78746 PC EDUCATE STUDENTS ON THE IDEALS OF LIBERTY AND THE CONSTITUTION 25000 YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DRIVE SIXTH FLOOR RESTON VA 20191 PC YOUTH SERVICES 2500 1832406 DUBUQUE DREAM CENTER 1600 WHITE STREET DUBUQUE IA 52001 PC SUSTAINING SERVICES FOR STUDENTS 2000 ILLINOIS NETWORK OF CHARTER SCHOOLS 150 N MICHIGAN AVE NO 430 CHICAGO IL 60601 PC CHARTER SCHOOL EDUCATION 50000 LYRIC OPERA OF CHICAGO 20 N WACKER DRIVE 860 CHICAGO IL 60606 PC EXPRESS AND PROMOTE GREAT OPERA 1000000 1052000 14 17778 14 1255872 531190 17209 18 499486 17209 1773136 0 1790345 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2281 1711 570 ACCOUNTING FEES - RENTAL EXPENSE 1405 0 0 DODGE & COX INCOME FUND 1306365 1227965 DODGE & COX INTERNATIONAL STOCK FUND 2132119 2621290 DOUBLELINE TOTAL RETURN BOND FUND 1171061 998869 INVESCO QQQ TRUST SERIES 1 1146814 2540186 ISHARES CORE MSCI EMERGING MARKETS ETF 2554600 2586419 ISHARES MSCI EAFE ETF 4123001 4503988 ISHARES MSCI INDIA ETF 620552 868535 ISHARES MSCI JAPAN ETF 1270741 1449534 ISHARES S&P 500 GROWTH ETF 732898 1447195 L3HARRIS TECHNOLOGIES 863987 2566294 LAZARD EMERGING MARKETS EQUITY PORTFOLIO 682181 619747 LOWES COMPANIES 543679 2268274 MATTHEWS PACIFIC TIGER FUND 2803673 2655385 METROPOLITAN WEST TOTAL RETURN BOND FUND 1174294 1022729 PARNASSUS CORE EQUITY FUND 3935676 4881664 PRIMECAP ODYSSEY STOCK FUND 730735 789897 SCHWAB US TIPS ETF 588148 563318 SPDR S&P 500 ETF TRUST 12714638 21373606 T ROWE PRICE NEW ASIA FUND 638009 624804 T ROWE PRICE OVERSEAS STOCK FUND 2717207 3208129 VANGUARD EMERGING MARKETS STOCK INDEX FUND ETF 743091 817323 VANGUARD FINANCIALS INDEX FUND ETF 1915798 2492573 VANGUARD TOTAL BOND MARKET INDEX FUND 3093423 2769275 LEGAL FEES 150 0 150 LAWN SERVICE - RENTAL EXPENSE 554 0 0 LAND APPRECIATION 78500 INVESTMENT FEES 118043 118043 0 FOREIGN TAXES PAID 0 61049 0 REAL ESTATE TAX - RENTAL EXPENSE 1756 0 0