2024-05-13T15:34:05-04:00 2023-12-31 843494804 BECKEY & ASSOCIATES PC 500 CEDAR ST MUSCATINE IA 527614208 990 2023-01-01 426060716 ALDEAN CHAPLIN MEMORIAL TRUST %MIDWESTONE BANK ALDE 5632634221 300 EAST SECOND STREET MUSCATINE IA 52761 BETH LEGUE TRUSTEE OFFICER 5632634221 2024-05-13 true MICHAEL WILSON 999009999 true VICKI A BECKEY P00226738 5632642727 2024-05-13 2023 2023-04-26 12:10:37Z MIDWESTONE BANK 300 E 2ND STREET MUSCATINE IA 52761 905425 false X N/A X 1963 IA TO PROVIDE MEDICAL RELATED SERVICES TO INDIGENT RESIDENTS OF MUSCATINE, IOWA. 1 0 0 0 0 0 23195 191996 0 23195 191996 16008 18743 0 4386 4131 0 0 1499 1560 21893 24434 1302 167562 734296 808559 0 734296 808559 TO PROVIDE CARE FOR THE INDIGENT ELDERLY PEOPLE. false false 18743 18743 TO PROVIDE CARE FOR THE INDIGENT ELDERLY PEOPLE. 18743 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 true true true false true false false false X FIRST NATIONAL BANK OF MUSCATINE 5632634221 300 E 2ND STREET MUSCATINE IA 52761 MIDWESTONE BANK TRUSTEE 0.50 X 4131 0 0 4131 false false false 23258 23258 882167 713429 168738 168738 168738 191996 191996 18743 18743 4131 4131 510 510 1025 1025 FOREIGN CONVERSION FEE 25 25 24434 18743 5691 0 31030 24192 703266 784367 734296 808559 0 0 X 734296 808559 734296 808559 734296 808559 167562 -93299 X false false false X X 1 SENIOR RESOURCES SENIOR RESOURCES 420307480 10 true 18743 0 1 18743 0 true false false false false false false false false false false false false false false true false false X PART IV, SECTION D, LINE 2 A REPRESENTATIVE FOR THE TRUSTEE COMMUNICATES WITH THE SUPPORTED ORGANIZATIONS REGULARLY. THE EXECUTIVE DIRECTOR OF SENIOR RESOURCES PROVIDES THE TRUSTEE WITH WRITTEN VERIFICATION THAT THE FUNDS PROVIDED BY THE TRUST ARE BEING USED FOR PURPOSES INTENDED BY THE GOVERNING DOCUMENT ANNUALLY. INCOME DISTRIBUTIONS ARE MADE MONTHLY IF NET INCOME IS AVAILABLE TO DISTRIBUTE, AND QUARTERLY FINANCIAL STATEMENTS ARE PROVIDED TO THE SUPPORTED ORGANIZATIONS. THERE IS A HISTORIC AND CONTINUING RELATIONSHIP BETWEEN THE ORGANIZATIONS. THE ALDEAN CHAPLIN TRUST HAS SUPPORTED THE SENIOR RESOURCES AND IT'S PREDECESSORS SINCE 1965. PART V, LINE 1 THE ALDEAN CHAPLIN MEMORIAL TRUST SATISFIES THE INTEGRAL PART TEST ON NOVEMBER 20,1970 AS FOLLOWS: (1) THE TRUST'S UNEXPIRED INTERESTS ARE DEVOTED TO THE PURPOSE OF PROVIDING MEDICAL RELATED SERVICES TO INDIGENT RESIDENTS OF MUSCATINE, IOWA AND A DEDUCTION WAS ALLOWED WITH RESPECT TO SUCH INTERESTS UNDER SECTIONS 170, 545(B)(2), 556(B)(2), 642(C), 2055, 2106(A)(2) AND 2522. SENIOR RESOURCES PROVIDES TO THE TRUSTEE ANNUALLY A WRITTEN DESCRIPTION OF THE SPECIFIC MEDICAL RELATED SERVICES BEING PROVIDED BY THEM TO INDIGENT RESIDENTS OF MUSCATINE, IOWA. (2) THE TRUST WAS CREATED ON MARCH 20, 1963 AND DID NOT RECEIVE ANY GRANT, CONTRIBUTION, BEQUEST OR OTHER TRANSFER ON OR AFTER SUCH DATE. (3) THE TRUSTEE IS REQUIRED BY ITS GOVERNING DOCUMENTS TO DISTRIBUTE ITS NET INCOME TO SENIOR RESOURCES WHICH OPERATES A FACILITY IN MUSCATINE, IOWA AS LONG AS FUNDS ARE ACTUALLY USED TO PROVIDE MEDICAL RELATED SERVICES TO INDIGENT RESIDENTS OF MUSCATINE, IOWA. (4) THE TRUSTEE, FIRST NATIONAL BANK OF MUSCATINE, DOES NOT HAVE DISCRETION TO DISTRIBUTE ITS NET INCOME TO ANYONE OTHER THAN SENIOR RESOURCES OR TO VARY THE AMOUNTS REQUESTED AND PAYABLE TO SENIOR RESOURCES. (5) FIRST NATIONAL BANK OF MUSCATINE, AS TRUSTEE, IS NOT A DISQUALIFIED PERSON WITHIN THE MEANING OF SECTION 4946(A). true SENIOR RESOURCES 1808 MULBERRY AVE 1808 MULBERRY AVENUE MUSCATINE IA 52761 420307480 509A2 18743 BOOK NURSES SALARIES SCHEDULE I, PAGE 1, PART I, LINE 2 A WRITTEN DESCRIPTION OF THE SPECIFIC MEDICAL RELATED SERVICES BEING PROVIDED BY SENIOR RESOURCES TO INDIGENT RESIDENTS OF MUSCATINE, IOWA, IS PROVIDED BY SENIOR RESOURCES TO THE FIRST NATIONAL BANK OF MUSCATINE ACTING AS TRUSTEE ANNUALLY AND IS INCLUDED IN THE TRUSTEE'S FILED ANNUAL REPORT. A COPY OF THE TRUSTEE'S ANNUAL REPORT IS PROVIDED TO UNITY HEALTHCARE D/B/A TRINITY MUSCATINE SO IT CAN BE ASSURED THAT DISBURSEMENTS FROM THE TRUST ARE BEING USED TO CARRY OUT THE MISSION OF THE TRUST. FORM 990, PAGE 6, PART VI, LINE 11B THE TRUST OFFICER REVIEWS THE FORM 990 BEFORE FILING THE FORM. FORM 990, PAGE 6, PART VI, LINE 12C THE TRUSTEE PERFORMS AN ANNUAL ADMINISTRATIVE REVIEW TO ENFORCE THE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE HELD BY FIRST NATIONAL BANK OF MUSCATINE AS TRUSTEE AND ARE AVAILABLE UPON REQUEST. SENIOR RESOURCES SENIOR RESOURCES 1808 MULBERRY AVE 1808 MULBERRY AVE MUSCATINE IA 52761 421001870 SEE SCH O IA 501C3 7 NA false false true false false false false false false false false false false false false false false false false false SCHEDULE R SCHEDULE R, PART V, LINE 2 (1)(D) METHOD OF DETERMINING AMOUNT INVOLVED: THE TRUSTEE DECIDES EACH YEAR THE AMOUNT OF THE GRANT TO SENIOR RESOURCES BASED ON THE AMOUNT OF NET INVESTMENT INCOME EARNED ON THE INVESTMENT ASSETS. SCHEDULE R, PART II, (1)(B): PRIMARY ACTIVITY: ASSISTS SENIORS IN LIVING INDEPENDENTLY. SCHEDULE R, PART II, (2)(B): PRIMARY ACTIVITY: RENT ASSISTANCE FOR THE ELDERLY.