2024-06-10T14:59:48-04:00 2023-12-31 843494804 BECKEY & ASSOCIATES PC 500 CEDAR ST MUSCATINE IA 527614208 990 2023-01-01 426150899 ROBERT S JACKSON TRUST C/O CBI BANK & TRUST ROBE 5632633131 301 IOWA MUSCATINE IA 52761 JONATHAN HOLTHE SVP & STO 5632633131 2024-05-13 true JONATHAN HOLTHE 999009999 true VICKI A BECKEY P00226738 5632642727 2024-05-15 2023 2023-04-26 12:10:37Z CBI BANK & TRUST CBI BANK & TRUST 301 IOWA AVENUE MUSCATINE IA 52761 2565528 false X N/A X 1970 IA TO PROVIDE SUPPORT FOR THE MUSIC OF THE WESLEY UNITED CHURCH INCLUDING INSTRUMENTS, INSTRUMENT REPAIRS, CHOIR EXPENSES AND MUSICAL CONCERTS TO BE OFFERED TO THE PUBLIC. 1 1 0 30 0 0 0 51913 19813 0 51913 19813 251969 235772 0 41657 40198 0 0 5237 3648 298863 279618 -246950 -259805 7219464 7512596 0 7219464 7512596 TO PROVIDE SUPPORT FOR THE MUSIC OF THE WESLEY UNITED CHURCH INCLUDING INSTRUMENTS, INSTRUMENT REPAIRS, CHOIR EXPENSES AND MUSICAL CONCERTS TO BE OFFERED TO THE PUBLIC. false false 235772 235772 DIRECT CASH DISTRIBUTIONS TO WESLEY UNITED METHODIST CHURCH FOR COSTS ASSOCIATED WITH "JACKSON CONCERTS", MUSICAL CONCERTS OPEN WITHOUT CHARGE TO THE GENERAL PUBLIC. 235772 true 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 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 1 false false false false false false false true true false false true false false false false false false X CBI BANK & TRUST 5632633131 301 IOWA AVENUE MUSCATINE IA 52761 CBI BANK & TRUST CBI BANK & TRUST TRUSTEE 0.50 X 40198 0 0 40198 false false false 170315 170315 2395213 2545715 -150502 -150502 -150502 19813 19813 235772 235772 40198 40198 250 250 2625 2625 104 104 FOREIGN TAX PAID 509 509 PROCESSING FEES 160 160 279618 235772 43846 0 293192 451856 5893099 5406851 1033173 1653889 7219464 7512596 0 0 X 7219464 7512596 7219464 7512596 7219464 7512596 -259805 552937 X false false false X X 1 WESLEY UNITED METHODIST CHURCH WESLEY UNITED METHODIST CHURCH 420680338 1 true 235772 0 1 235772 0 true false false false false false false false false false false false false false false true false false 38336 21664 0 168940 167532 207276 189196 0 42200 40708 4695 3139 160381 145349 6800328 6996545 535822 372237 0 7336150 7368782 0 0 7336150 7368782 110042 110532 7226108 7258250 252914 254039 0 252914 254039 160381 136324 252914 252914 0 252914 235772 0 33283 0 0 0 269055 235772 252914 0.932222000000 252914 0 0 0 41483 265784 286354 593621 0 252914 0 340707 269055 0 269055 0 0 609762 0 0 54353 286354 269055 PART IV, SECTION D, LINE 2 ALL MEMBERS OF THE WESLEY UNITED CHURCH TRUSTEES ARE ELECTED BY THE MEMBERSHIP OF THE WESLEY UNITED CHURCH TRUSTEES. THE CBI BANK AND TRUST ACTING AS TRUSTEE OF THE ROBERT S. JACKSON TRUST HAS NO REPRESENTATIVE SERVING AS CHURCH TRUSTEE. THE TRUSTEE, CBI BANK AND TRUST, HAS REGULAR MEETINGS WITH THE WESLEY UNITED CHURCH TRUSTEES AND REGULARLY COMMUNICATES WITH THE DESIGNATED LIASION. THIS RELATIONSHIP HAS BEEN LONGSTANDING SINCE 1970. PART V, SECTION D, LINE 8 THE AMOUNT OF SUPPORT RECEIVED BY THE WESLEY UNITED CHURCH IS NECESSARY TO AVOID THE INTERRUPTION OF THE MUSCIAL CONCERTS OPEN WITHOUT CHARGE TO THE GENERAL PUBLIC INCLUDING THE AMOUNTS EXPENDED TO OBTAIN THE SERVICES OF DISTINGUISHED ARTISTS ENGAGED TO PERFORM AT SUCH CONCERTS. THE TRUST DOCUMENTS DIRECT THAT THE INCOME FROM THE TRUST DOCUMENTS BE SOLELY USED FOR THE MUSIC OF THE WESLEY UNITED CHURCH, AND FOR THE MAINTENANCE AND REPAIR OF THE STAINED GLASS WINDOWS OF THE AUDITORIUM OF THE WESLEY UNITED CHURCH. THE PHRASE "MUSIC OF SAID CHURCH" INLCUDES COMPENSATION FOR THE ORGANIST AND PERSONNEL OF THE CHOIR AND ORCHESTRA, THE PURCHASE, MAINTENANCE AND REPAIR OF ORGANS, PIANOS, AND OTHER MUSICAL INSTRUMENTS AND EQUIPMENT, THE AQUISITION OF SHEET MUSIC AND SUPPLIES, ROBES AND VESTMENTS, AND OTHER MUSIC-RELATED MATERIALS, AND TOWARD THE COSTS OF MUSICAL CONCERTS TO BE HELD IN THE WESLEY UNITED CHURCH OPEN WITHOUT CHARGE TO THE GENERAL PUBLIC. THE TRUSTEE, CBI BANK AND TRUST HAS REGULAR MEETINGS WITH THE WESLEY UNITED CHURCH TRUSTEES AND REGULARLY COMMUNUICATES WITH THEM REGARDING THE TIMING AND AMOUNTS OF THE DISTRIBUTIONS THAT WILL BE PROVIDED AND PROVIDES THE OVERSIGHT THAT THE FUNDS WILL BE USED ONLY FOR THE PURPOSES AS DIRECTED BY THE TRUST. THIS TRUST HAS HAD IT'S 501(C)(3)TAX EXEMPT STATUS SINCE AUGUST 25, 1981 AND THEIR HAS BEEN AN ONGOING AND CONTINUING RELATIONSHIP BETWEEN THE TRUSTEE AND THE WESLEY UNITED CHURCH SINCE THAT TIME. THE WESLEY UNITED CHURCH HAS BEEN AND WILL CONTINUE TO BE THE SOLE RECIPIENT OF ALL OF THE DISTRIBUTIONS FROM THIS TRUST UNTIL THE WESLEY UNITED CHURCH IS TERMINATED. VARIOUS CD'S 1653889 F 1653889 true WESLEY UNITED CHURCH 400 IOWA AVE MUSCATINE IA 52761 420680338 501C3 235772 GIVE FREE CONCERTS 1 1 SCHEDULE I, PAGE 1, PART I, LINE 2 THE WESLEY BOARD OF TRUSTEES DISTRIBUTE, MONITOR AND BUDGET ALL OF JACKSON TRUST'S PROCEEDS. THEY CLOSELY FOLLOW THE DIRECTIVES OF THE JACKSON TRUST. THE CBI BANK AND TRUST DEPARTMENT AS ACTING TRUSTEE OF THE JACKSON TRUST REVIEWS THE USE OF THE FUNDS AND MEETS ANNUALLY AND WHENEVER NEEDED WITH THE WESLEY BOARD OF TRUSTEES. FORM 990 SCHEDULE R, PART II, LINE 1B = PRIMARY ACTIVITY IS TO BRING PEOPLE TO JESUS FORM 990, PAGE 6, PART VI, LINE 11B JON HOLTHE,SENIOR VICE PRESIDENT OF CBI BANK AND TRUST, ACTING AS TRUSTEE OF THE ROBERT S. JACKSON TRUST REVIEWS THE FORM 990 AND THEN SIGNS THE FORM 990. FORM 990, PAGE 6, PART VI, LINE 19 PAPER COPIES OF THE TRUST DOCUMENTS AND TRUSTEE REPORTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. WESLEY UNITED METHODIST CHURCH 400 IOWA AVE MUSCATINE IA 52761 420680338 SEE SCH O 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 WESLEY UNITED METHODIST CHURCH B FMV