2024-07-17T12:00:13-04:00 2024-03-31 421028246 LASHIER BONEFAS BALDWIN & CO PC 513 W SHERIDAN AVE SHENANDOAH IA 51601 990PF 2023-04-01 426061515 GEORGE S & GRACE A JAY MEMORIAL TRUST GEOR 7122463399 PO BOX 57 SHENANDOAH IA 51601 ROBERT LONGMAN TRUSTEE 7122463399 2024-05-28 true ROBERT LONGMAN XXX-XX-XXXX false BRUCE J BALDWIN P00295504 7122462029 2024-07-16 2023 2023-04-26 12:10:37Z X X 3219427 X X 519 519 519 72210 72210 72210 26191 26191 98920 72729 98920 24000 12000 12000 13227 3307 9920 695 174 521 5950 1488 4462 2271 2271 3900 975 2925 9452 2363 7089 59495 22578 36917 77000 77000 136495 22578 113917 -37575 50151 98920 55203 75310 75310 72000 1304246 1312947 1304246 1304246 50000 50000 49972 1029628 1066647 1732887 68260 54260 57012 2588038 2550463 3219427 0 X 2588038 2550463 2588038 2550463 2588038 2550463 2588038 -37575 2550463 2550463 697 697 697 74 1600 1674 X 36 941 941 false false false false false false false true true true false false false false true N/A ROBERT LONGMAN 7122463399 504 MAPLE ST SIDNEY IA 51652 false false false false false false false false false false false false false false false false false false false false false L CRAIG HARRIS RR2 BOX 156 SHENANDOAH IA 51601 TRUSTEE 2.00 8000 0 0 ROBERT LONGMAN 504 MAPLE ST SIDNEY IA 51652 TRUSTEE 2.00 8000 0 0 NANCY MAHER 17 APPLEWOOD DRIVE SHENANDOAH IA 51601 TRUSTEE 2.00 8000 0 0 NONE NONE CHARITABLE CONTRIBUTIONS TO SUPPORT AND EXPAND OPPORTUNITIES FOR STUDENTS OF SHENANDOAH IA SCHOOL DISTRICT. 60000 SCHOLARSHIPS TO HIGH SCHOOL STUDENTS OF SHENANDOAH, IOWA AND RELATED AREA COMMUNITY SCHOOL DISTRICTS. 17000 EDUCATIONAL LOANS TO INDIVIDUALS 160250 160250 1760267 64315 0 1824582 1824582 27369 1797213 89861 89861 697 697 89164 168951 258115 258115 113917 160250 274167 258115 11816 11816 274167 258115 16052 27868 0 27868 11816 16052 BONNIE ALLELY PO BOX 57 SHENANDOAH IA 51601 7122463399 INDIVIDUALS THAT APPLY SHOULD REQUEST AND USE THE TRUST'S STANDARD LOAN APPLICATION. MAY 31 THE TRUST MAKES STUDENT LOANS TO WORTHY GRADUATES OF SHENANDOAH AND ESSEX, IOWA HIGH SCHOOLS ONLY. LOANS TO INDIVIDUAL STUDENTS SHALL NOT EXCEED THE AMOUNT OF 2,000 PER SEMESTER FOR UNDERGRADUATES, 2,000 FOR GRADUATE STUDENTS AND 750 PER SUMMER SESSION. LOANS WILL BE MADE ONLY FOR STUDENTS ATTENDING AN ACCREDITED COLLEGE, UNIVERSITY OR TRADE SCHOOL FOR HIGHER EDUCATION. SHENANDOAH IOWA EDUCATION FOUNDATIO PO BOX 351 SHENANDOAH IA 51601 501(C)3 TO SUPPORT STUDENTS OF SHENANDOAH IA 60000 SCHOLARSHIPS PO BOX 351 SHENANDOAH IA 51601 SCHOLARSHIP FOR HIGH SCHOOL STUDENTS 17000 77000 STUDENT LOAN INTEREST INCOM RECEIVED 26191 14 519 14 72210 72729 26191 98920 false false false false false false false false false false ACCOUNTING FEES 5950 1488 4462 BELLSOUTH 14682 15582 CITIGROUP INC 35000 36096 GOLDMAN SACHS GROUP INC 4578 5334 JOHN HANCOCK LIFE INSURANCE CO AMEREN CORP 9221 14991 AT&T INC 23668 17635 BANK OF AMERICA 6631 6371 BRITISH AMERN TOB PLC 46708 44652 COCA-COLA COMPANY 10574 16588 DEERE & COMPANY 7050 31979 EXXON MOBIL CORP 6582 91541 GE HEALTHCARE TECHNOLOGIES 1888 1273 GENERAL MILLS, INC 5847 10070 INTEL CORPORATION 10827 19552 J P MORGAN CAHSE & COMPANY 18218 67902 JOHNSON & JOHNSON 16227 36260 KIMBERLY-CLARK CORPORATION 10255 14633 MERCK & CO, INC. 6114 19408 MICROSOFT CORPORATION 10912 135663 NORFOLK SOUTHERN CORP 10789 38331 ORGANON & CO 720 451 PROCTOR & GAMBLE CO 10724 27646 ROYAL DUTCH SHELL PLC 7944 8138 TARGET CORP 10568 28740 TRUIST FINL CORP 9772 12057 VERIZON COMMUNICATION 8632 36318 VODAPHONE GROUP PLC NEW ADR 874 1518 AMERICAN BALANCED FUND - CLASS A 34263 45292 AMERICAN CAPTIAL INCOME BUILDERS 113382 132238 AMERICAN FUNDAMENTAL INV FUND 110168 186854 AMERICAN INCOME FUND OF AMERICA 105356 123544 AMERICAN INTERMEDIATE BOND FUND OF A 68232 66411 AMERICAN LTD TRM TX EXEMPT BOND 54088 53020 AMERICAN MUTUAL FUND 36044 49282 AMERICAN TAX-EXEMPT BOND FUND 60035 60871 AMERICAN WASHINGTON MUTUAL INVESTORS 108780 212460 AMERICAN US GOVT MONEY MARKET 14818 14818 MAINSTAY HIGH YIELD CORP 25848 22467 AMERICAN SHORT-TERM BOND FUND 84888 83913 LEGAL FEES 695 174 521 EXPENSES UTILITIES 1480 370 1110 REPAIRS 564 141 423 OFFICE EXP 2754 688 2066 TELEPHONE 1463 366 1097 INSURANCE 3191 798 2393 RECEIVED 26191 26191 NOTES RECEIVABLE- STUDENT LOANS 1304246 EXCISE TAX 2271 2271