2025-10-17T10:01:25-05:00 2024-12-31 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990 2024-01-01 421284566 VOLLERTSEN JACK R ANNUITY TRUST VOLL 3193569043 PO BOX 0634 MILWAUKEE WI 532010634 UNIVERSITY OF IOWA FOUNDATION TRUSTEE 3193569043 2025-04-29 true true ALLISON J VALENTY P00963824 4123556000 2025-04-29 X 2024 2025-03-06 01:10:19Z UNIVERSITY OF IA FOUNDATION PO BOX 4550 IOWA CITY IA 522244455 313779 false X N/A X 1982 IA SUPPORT OF THE UNIVERSITY OF IOWA, IOWA CITY, IA FOR THE JACK R. VOLLERTSEN SCHOLARSHIP PROGRAM. 0 0 0 0 0 0 0 117919 164422 144 3510 118063 167932 32501 115642 0 0 0 0 40449 47651 72950 163293 45113 4639 2949090 2952407 0 0 2949090 2952407 SUPPORT OF THE UNIVERSITY OF IOWA, IOWA CITY, IA FOR THE JACK R. VOLLERTSEN SCHOLARSHIP PROGRAM. false false 115642 115642 TO AWARD SCHOLARSHIPS TO STUDENTS ENROLLED IN THE COLLEGE OF LAW AT THE UNIVERSITY OF IOWA. 115642 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false X 0 0 false false false false false false false false false true false true false false false false false false IA X UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT 3193569043 PO BOX 4550 IOWA CITY IA 522244455 X JANICE ELLIG CHAIR X 0 0 0 KATHY DORE VICE CHAIR X 0 0 0 UNIVERSITY OF IOWA FOUNDATION TRUSTEE X 0 0 0 SHERRI P FURMAN CFO & TREASURER X 0 0 0 LYNETTE L MARSHALL PRESIDENT X 0 0 0 DIANE K BROWNLEE SECRETARY X 0 0 0 TIFFANI K SHAW VICE PRESIDENT & ASSISTANT SECRETARY X 0 0 0 0 0 0 false false false 108979 108979 201290 145847 55443 55443 55443 OTHER INCOME 157 157 REFUND OF PRIOR PERIOD FEES 3353 3353 3510 167932 167932 115642 115642 750 750 43930 43930 Foreign Tax Paid 2971 2971 163293 115642 47651 0 180157 170652 2768234 2781073 699 682 2949090 2952407 0 0 X 2948390 2952406 700 1 2949090 2952407 2949090 2952407 X 4639 -1322 X false false false X X 1 University of Iowa 420796760 5 true 115642 0 1 115642 0 true false false false false false false false false false false false false false false true false false X true true 0 0 0 0 0 0 EXPLANATION FOR SCHEDULE A PAGE 5 PART IV SECTION D LINE 2 THE JACK R VOLLERTSEN ANNUITY TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE UNIVERSITY OF IOWA BY HOLDING FUNDS FOR EXEMPT EDUCATIONAL PURPOSE OF THE UNIVERSITY FOR THE DONOR'S EXPRESSL Y DESIGNATED AREAS OF SUPPORT, OF WHICH THE UNIVERSITY ADMINISTERS AND DISTRIBUTES THE FUNDS FOR THE DESIGNATED PURPOSE EXPLANATION FOR SCHEDULE A PAGE 5 PART IV SECTION E LINE 2A THE JACK R VOLLERTSEN ANNUITY TRUST HOLDS FUNDS SOLELY FOR THE EXEMPT EDUCATIONAL PURPOSES OF THE UNIVERSITY OF IOWA EXPLANATION FOR SCHEDULE A PAGE 5 PART IV SECTION E LINE 2B THE JACK R VOLLERTSEN ANNUITY TRUST PROVIDES FUNDING FOR SPECIFIC PROG RAMS BENEFITING A DIVISION OF THE UNIVERSITY WHICH, BUT FOR THE TRUST, COULD BE AND WOULD BE PROVIDED BY THE UNIVERSITY HAD THE FUNDS BEEN L EFT DIRECTLY TO THE UNIVERSITY AS OPPOSED TO THE TRUST. true STATE UNIVERSITY OF IOWA FOUNDATION PO BOX 4550 IOWA CITY IA 522444550 420796760 501(C)(3) 115642 FMV TO SUPPORT THE JACK R. VOLLERTSEN SCHOLARSHIP PROGRAM WHICH GIVES SCHOLARSHIPS TO STUDENTS ENROLLED IN THE COLLEGE OF LAW AT THE UNIVERSITY OF IOWA. EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THE SCHOLARSHIP AND LOAN COMMITTEE OF THE COLLEGE OF LAW AT THE UNIVERSITY OF IOWA MAINTAINS AND CONDUCTS THE JACK R VOLLERTSEN SCHOLARSHIP PROGRAM. SCHOLARSHIPS ARE AWARDED ONLY TO PERSONS BORN AND EDUCATED IN IOWA SCHOOLS WITH PREFERENCE AND PRIORITY TO PERSONS FROM THE GEOGRAPHICAL AREA IN THE SEVENTH JUDICAL DISTRICT OF THE STATE OF IOWA. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a NO FORMAL MEETINGS ARE HELD OR DOCUMENTED EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b NO FORMAL MEETINGS ARE HELD OR DOCUMENTED. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THE 990 WAS FORWARDED TO THE TRUSTEE FOR REVIEW, SIGNATURE AND FILING. A COPY OF THE RETURN WAS PROVIDED FOR THE TRUSTEE'S RECORDS. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9 THE TRUSTEE AND THE INDIVIDUAL DIRECTORS CAN ALL BE REACHED AT THE UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT, P.O. BOX 4550, IOWA CITY, IA 52244-4550 FORM 990, PAGE 6, PART VI, LINE 18 UPON WRITTEN REQUEST FORM 990, PAGE 6, PART VI, LINE 19 UPON WRITTEN REQUEST EXPLANATION FOR FORM 990, PART XI, LINE 9 TAX LOT ADJ ($101); ROC ON CY SALES ($150); PY ROC ($1,071) STATE UNIVERSITY OF IOWA FOUNDATION PO BOX 4550 IOWA CITY IA 522444550 420796760 FOR SUPPORT OF SCHOLARSHIPS TO UNIVERSITY OF IA 501(c)(3) 5 N/A false false true false false false false false false false false false false false false false false false false false