2025-01-28T12:52:22-08:00 2023-12-31 271128871 OTTO LAW OFFICE PLLC 123 W 2ND ST N NEWTON IA 50208 990PF 2023-01-01 421281184 SMITH FAMILY FOUNDATION TRUST SMIT 6415215109 1019 PINEHURST BLVD KALAMAZOO MI 49006 WALTER W SMITH TRUSTEE 6415215109 2024-06-27 true true Mark A Otto P00060121 6417927000 2025-01-28 X 2023 2025-03-06 01:10:19Z X X X 881678 X 10000 31 31 31 17276 17276 17276 -15583 14102 0 76 0 693 693 693 12417 18000 18076 0 0 0 0 0 6425 6425 6425 6425 624 624 534 624 0 0 7049 7049 6959 7049 4500 4500 11549 7049 6959 11549 868 10951 11117 15039 22780 22780 0 0 372213 341712 807159 7940 7940 8042 0 18266 44380 43697 0 0 0 0 413458 416812 881678 0 0 0 0 0 X 413458 416812 413458 416812 413458 416812 413458 868 2486 416812 416812 CHARLES SCHWAB SHORT TERM P 2023-01-01 2023-12-31 76 0 0 76 0 0 0 76 CHARLES SCHWAB LONG TERM P 2022-12-31 2023-12-31 14007 0 29630 -15623 0 0 0 -15623 -15547 76 152 0 152 0 152 0 152 0 false false false false false false false true true true false false false false true N/A ELIZABETH NAGLER 2695985664 1019 PINEHURST BLVD KALAMAZOO MI 49006 false false false false false false false false false false false false false false false false false false false false WALTER W SMITH 1506 N 7TH AVE W NEWTON IA 50208 TRUSTEE 1.50 0 0 0 ELIZABETH S NAGLER 1019 PINEHURST BLVD KALAMAZOO MI 49006 TRUSTEE 1.50 0 0 0 NONE 0 NONE 0 772912 59287 17037 849236 0 849236 12739 836497 41825 41825 152 152 41673 41673 41673 11549 11549 41673 144290 110713 108315 0 0 363318 11549 0 11549 0 30124 30124 333194 0 0 0 0 114166 219028 110713 108315 0 0 0 WALTER W SMITH NONE X ISU FOUNDATION 2505 UNIVERSITY AVE AMES IA 50014 PUBLIC FELLOWSHIP 0 CULVER EDUCATION FOUNDATION 1300 ACADEMY ROAD CULVER IN 46511 PUBLIC SCHOLARSHIPS 1500 ARTHRITIS FOUNDATION 1330 W Peachtree StSuite 100 ATLANTA GA 30309 PUBLIC MEDICAL 0 MID-IOWA COUNCIL BSA PO BOX 3009 DES MOINES IA 50316 PUBLIC PROGRAM 0 NATIONAL MS SOCIETY 733 3RD AVE NEW YORK NY 10017 PUBLIC MEDICAL 0 PI FOUNDATION PO BOX 1449 NEWTON IA 50208 PUBLIC DISABLED 0 ST NICKS CHRISTMAS CLUB 1500 S 112th Ave W NEWTON IA 50208 PUBLIC COMMUNITY 0 SALVATION ARMY 301 N 2ND AVE E NEWTON IA 50208 PUBLIC PROGRAM 0 UNITED WAY OF JASPER COUNTY 106 N 2ND AVE E NEWTON IA 50208 PUBLIC PROGRAMS 0 NEWTON YMCA 1701 S 8YH AVE E NEWTON IA 50208 PUBLIC PROGRAM 0 PROJECT AWAKE PO BOX 321 NEWTON IA 50208 PUBLIC COMMUNITY 0 WESLEY RETIREMENT SERVICES 5508 NW 88TH JOHNSTON IA 50131 PUBLIC SAMARITAN FUND 0 IOWA SCULPTURE FESTIVAL PO BOX 641 NEWTON IA 50208 PUBLIC FESTIVAL 0 IOWA BUS & IND FOUNDATION 400 E Court Ave 100 DES MOINES IA 50309 PUBLIC COMMUNITY 0 SKIFF MEDICAL CENTER FOUNDATION 204 N 4TH AVE E NEWTON IA 50208 PUBLIC COMMUNITY 0 DES MOINES PUBLIC LIBRARY FOUNDATION 1000 GRAND AVE DES MOINES IA 50309 PUBLIC COMMUNITY 0 JASPER COUNTY CONCERT ASSOC PO BOX 1252 NEWTON IA 50208 PUBLIC COMMUNITY 0 JASPER COUNTY HISTORICAL SOCIETY PO BOX 834 NEWTON IA 50208 PUBLIC COMMUNITY 0 VARIETY CLUB 505 5th Ave 310 DES MOINES IA 50309 PUBLIC COMMUNITY 0 DMACC FOUNDATION 2006 S ANKENY BLVD ANKENY IA 50023 PUBLIC COMMUNITY 0 FRIENDS OF NEWTON LIBRARY 100 N 3rd Ave W NEWTON IA 50208 PUBLIC COMMUNITY 0 JCARL 5411 Liberty Ave NEWTON IA 50208 PUBLIC COMMUNITY 0 WEST MICH FOUNDATION 1903 W MICHIGAN AVE KALAMAZOO MI 49008 PUBLIC COMMUNITY 0 AMERICAN HEART ASSOC 7272 GREENVILLE AVE DALLAS TX 75231 PUBLIC COMMUNITY 0 OPEN PO BOX 253 NEWTON IA 50208 PUBLIC COMMUNITY 0 PLANNED PARENTHOOD 123 WILLIAM ST NEW YORK NY 10038 PUBLIC COMMUNITY 1500 OPEN DOORS PO BOX 27001 SANTA ANA CA 92799 PUBLIC COMMUNITY 0 AACORN FARM 2525 MILLER ROAD KALAMAZOO MI 49001 PUBLIC COMMUNITY 0 JASPER COMMUNITY FOUNDATION PO BOX 924 NEWTON IA 50208 PUBLIC COMMUNITY 0 GREATER POWESHIEK COMMUNITY FOUNDATION 1510 PENROSE ST GRINNELL IA 50112 PUBLIC COMMUNITY 0 SALISBURY HOUSE FOUNDATION 4025 TONAWANDA DR DES MOINES IA 50312 PUBLIC COMMUNITY 0 FLORIDA ATLANTIC UNIVERSITY 777 GLADES RD BOCA RATON FL 33431 PUBLIC COMMUNITY 0 JASPER CO CONSERVATION BOARD 1030 W 2ND ST S NEWTON IA 50208 PUBLIC COMMUNITY 0 ROTARY FOUNDATION 14280 COLLECTIONS CENTER DR CHICAGO IL 60693 PUBLIC COMMUNITY 0 ORCAS ISLAND COM FOUND 33 Urner Street Suite 4 EAST SOUND WA 98245 PUBLIC COMMUNITY 0 SHANNON O'HARA FOUND 1314 WILLOW LANE SW ROCHESTER MN 55902 PUBLIC COMMUNITY 0 ROB BARROS PRODUCTIONS 37700 San Miguel de Allende MEXICO IA 00000 PRIVATE EDUCATIONAL FILMS 0 CENTER FOR ARTS AND ARTISTS 5051 W 3RD ST N NEWTON IA 50208 PUBLIC COMMUNITY 0 CHEMICAL EDUCATION FOUNDATION 1560 Wilson Blvd Suite 1100 ARLINGTON VA 22209 PUBLIC COMMUNITY 0 GIRL SCOUTS OF GREATER IOWA 10715 HICKMAN RD DES MOINES IA 50322 PUBLIC COMMUNITY 0 BRINKER EDUCATIONAL FOUNDATION 3503 OAKS WAY POMPANO BEACH FL 33069 PUBLIC COMMUNITY 0 PATHWAYS OF PELLA PO BOX 674 PELLA IA 50219 PUBLIC COMMUNITY 1500 4500 900099 0 14 31 900099 0 14 17276 900099 0 18 -15583 ENTERPRISE PRODUCTS PARTNERS LP UBTI 900099 14 0 1724 1724 8 NA false false false false false false false false false false X X 1 KATHERINE HOUGH 130 8TH LANE KIRKLAND WA 98033 10000 X CHARLES SCHWAB SHORT TERM 2023-01 2023-12 76 76 CHARLES SCHWAB LONG TERM 2022-12 2023-12 14026 29685 -15659 INCOME 7940 8042 EQUITIES 341712 807159 CASH AND MONEY MARKET FUNDS 37474 34474 PUBLICLY TRADED PARTNERSHIPS 6906 9223 OTTO LAW OFFICE PLLC TAX PREPARATION 0 0 0 0 ENTERPRISE PRODS PART LP 693 693 693 ADJUSTMENT TO BASIS 2486 CHARLES SCHWAB INVESTMENT 6425 6425 6425 6425 990T TAX 123 123 123 123 990PF TAX 397 397 397 397 FOREIGN TAX 104 104 14 104