2024-05-13T14:20:30-04:00 2023-12-31 843494804 BECKEY & ASSOCIATES PC 500 CEDAR ST MUSCATINE IA 527614208 990 2023-01-01 426102680 KATHERINE B HAHN TRUST C/O MIDWESTONE BANK KATH 5632634221 300 EAST SECOND STREET MUSCATINE IA 52761 BETH LEGUE TRUST OFFICER 5632634221 2024-05-09 true BETH LEGUE 999009999 true VICKI A BECKEY P00226738 5632642727 2024-05-09 2023 2023-04-26 12:10:37Z MIDWESTONE BANK 300 EAST 2ND STREET MUSCATINE IA 52761 810293 false X N/A X 1970 IA PROVIDES FUNDS TO TRINITY EPISCOPAL CHURCH TO BE USED FOR THE GENERAL PURPOSES OF THE SAID CHURCH. 1 0 0 0 0 0 35090 128273 0 35090 128273 16915 22481 0 7253 6476 0 0 895 965 25063 29922 10027 98351 678446 739139 0 678446 739139 PROVIDES FUNDS TO TRINITY EPISCOPAL CHURCH TO BE USED FOR THE GENERAL PURPOSES OF THE SAID CHURCH. false false 22481 22481 SUPPORTS TRINITY EPISCOPAL CHURCH 22481 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 0 false false false false false false false false false false false false X 1 0 false false false false false false false true true false false true false false false false false false X FIRST NATIONAL BANK OF MUSCATINE 5632624215 300 E 2ND STREET MUSCATINE IA 52761 MIDWESTONE BANK TRUSTEE 0.50 X 6476 0 0 6476 false false false 27913 27913 782380 682020 100360 100360 100360 128273 128273 22481 22481 6476 6476 965 965 29922 22481 7441 0 16297 31945 662149 707194 678446 739139 0 0 X 678446 739139 678446 739139 678446 739139 98351 -37658 X false false false X X 1 TRINITY EPISCOPAL CHURCH TRINITY EPISCOPAL CHURCH 421051878 1 true 22481 0 1 22481 0 true false false false false false false false false false false false false false false true false true X PART IV, SECTION D, LINE 2 THE TRUSTEE HAS INVESTMENT DISCRETION FOR ASSETS IN THE TRUST. A REPRESENTATIVE OF THE TRUSTEE MEETS REGULARLY WITH THE FINANCE COMMITTEE OF TRINITY EPISCOPAL CHURCH TO DETERMINE IF NEEDS ARE BEING MET. THE FINANCE COMMITTEE IS ALSO CONSULTED AS NEEDED BEFORE ANY CHANGES ARE MADE TO THE TRUST'S INVESTMENT PORTFOLIO. THE TRUSTEE PROVIDES THE CHURCH WITH QUARTERLY FINANCIAL STATEMENTS AND MAKES INCOME DISTRIBUTIONS QUARTERLY. THERE IS A HISTORIC AND CONTINUING RELATIONSHIP BETWEEN THE TRUST AND THE TRINITY EPISCOPAL CHURCH SINCE 1970. PART IV, SECTION D, LINE 3 THE FINANCE COMMITTEE OF THE TRINITY EPISCOPAL CHURCH IS CONSULTED AS NEEDED BEFORE ANY CHANGES ARE MADE TO THE TRUST'S INVESTMENT PORTFOLIO. PART IV, SECTION E, LINE 2A UNDER THE TERMS OF THE GOVERNING DOCUMENTS, THE TRUST'S ACTIVITIES ARE TO INVEST TRUST PRINCIPAL IN ORDER TO PROVIDE ONGOING FINANCIAL SUPPORT BY DISTRIBUTING THE ENTIRE NET INCOME OF THE TRUST IN QUARTERLY, OR OTHER CONVENIENT INSTALLMENTS. THE NET INCOME IS TO BE USED BY THE TRINITY EPISCOPAL CHURCH FOR EXEMPT PURPOSES. PART IV, SECTION E, LINE 2B THE TRINITY EPISCOPAL CHURCH WOULD HAVE BEEN ENGAGED IN ALL OF THE SAME ACTIVITIES THAT THE TRUST IS ENGAGED IN EVEN WITHOUT THE TRUSTEE'S INVOLVEMENT IN THOSE ACTIVITIES. PART V, LINE 1 KATHERINE B HAHN TRUST WAS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF TRINITY EPISCOPAL CHURCH AND MET THE REQUIRED TESTS PRIOR TO NOVEMBER 20, 1970. true TRINITY EPISCOPAL CHURCH 211 WALNUT STREET MUSCATINE IA 52761 421051878 501C3 22481 BOOK CHURCH 'S MISSION 1 SCHEDULE I, PAGE 1, PART I, LINE 2 NO PROCEDURES FOR THE MONITORING OF THE USE OF THE GRANT'S FUNDS IN THE UNITED STATES WERE STIPULATED IN THE TRUST DOCUMENTS. FORM 990, PAGE 6, PART VI, LINE 11B THE TRUST OFFICER, MICHAEL WILSON REVIEWS THE FORM 990 BEFORE FILING. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE HELD BY FIRST NATIONAL BANK OF MUSCATINE AS TRUSTEE AND ARE AVAILABLE UPON REQUEST. TRINITY EPISCOPAL CHURCH 211 WALNUT STREET MUSCATINE IA 52761 421051878 CHURCH IA 501C3 1 N/A false false true false false false false false false false false false false false false false false false false false TRINITY EPISCOPAL CHURCH B TRUST DOCUMENT DIRECTIVE