2024-05-14T08:49:08-04:00 2023-12-31 420991212 HOGAN - HANSEN PC 200 NORTH ADAMS AVENUE MASON CITY IA 504011320 990PF 2023-01-01 426273617 BLANCHE CAREY MARTIN CHARITABLE TR BLAN 6413577121 322 MAIN AVENUE PO BOX 8 CLEAR LAKE IA 50428 CLEAR LAKE BANK AND TRUST CO TRUST OFFICER 6413577121 2024-05-07 true CLEAR LAKE BANK AND TRUST XXX-XX-XXXX true LAURA MONAGHAN CPA P01269083 6414230574 2024-05-07 2023 2023-04-26 12:10:37Z X 414040 X X 228 228 228 9765 9765 9765 21941 76577 21941 31934 31934 9993 4076 2038 2038 870 435 435 2995 16 16 7957 2473 2489 22500 22500 30457 2473 24989 1477 29461 9993 5282 61374 61374 390710 336074 352666 395992 397448 414040 0 X 395992 397448 395992 397448 395992 397448 395992 1477 397469 21 397448 CLEAR LAKE BANK & TRUST P 67462 54636 12826 12826 21941 410 410 410 1500 1500 1090 420 670 false false false false false false false true true IA true false false false false true N/A CLEAR LAKE BANK AND TRUST CO 6413577121 PO BOX 8 CLEAR LAKE IA 50428 false false false false false false false false false false false false false false false false false false false false CLEAR LAKE BANK AND TRUST CO PO BOX 8 CLEAR LAKE IA 50428 TRUST OFFICE 3.00 4076 0 0 PAUL S MACGREGOR 680 STATE STREET MASON CITY IA 50401 TRUSTEE 1.00 0 0 0 BARB MACGREGOR 680 STATE STREET MASON CITY IA 50401 TRUSTEE 1.00 0 0 0 NONE NONE N/A 389905 16309 0 406214 406214 6093 400121 20006 20006 410 410 19596 19596 19596 24989 24989 19596 3131 5851 4757 5420 2340 21499 24989 19596 5393 26892 0 3131 23761 5851 4757 5420 2340 5393 PAUL S MACGREGOR 680 STATE ST MASON CITY IA 50401 6414236820 308 SOUTH PENNSYLVANIA AVENUE STUDENT LOANS: ON OR BEFORE JULY 1. CONTRIBUTIONS: ON OR BEFORE NOVEMBER 1. NONE CARE CARE 151 ELLIS ST 151 ELLIS ST ATLANTA GA 30303 NONE PC GENERAL DONATION-SUPPORT 2000 COMMUNITY KITCHEN OF NORTH IA COMMUNITY KITCHEN OF NORTH IA 606 N MONROE AVE 606 N MONROE AVE MASON CITY IA 50401 NONE PC GENERAL DONATION-SUPPORT 3500 HABITAT FOR HUMANITY HABITAT FOR HUMANITY 103 E STATE ST 103 E STATE ST MASON CITY IA 50401 NONE PC GENERAL DONATION-SUPPORT 500 HAWKEYE HARVEST FOOD BANK HAWKEYE HARVEST FOOD BANK 122 S ADAMS AVE 122 S ADAMS AVE MASON CITY IA 50401 NONE PC GENERAL DONATION-SUPPORT 3500 HUMANE SOCIETY OF NORTH IOWA HUMANE SOCIETY OF NORTH IOWA 2700 S BIRCH DR 2700 S BIRCH DR MASON CITY IA 50401 NONE PC GENERAL DONATION-SUPPORT 500 IOWA CCI IOWA CCI 2001 FOREST AVE 2001 FOREST AVE DES MOINES IA 50311 NONE PC SUPPORT THEIR WORK 1000 IOWA NATURAL HERITAGE FOUNDATION IOWA NATURAL HERITAGE FOUNDATION 505 FIFTH AVE SUITE 444 505 FIRST AVE SUITE 444 DES MOINES IA 50309 NONE PC GENERAL DONATION-SUPPORT 2500 LIME CREEK NATURE CENTER LIME CREEK NATURE CENTER 3501 LIME CREEK RD 3501 LIME CREEK RD MASON CITY IA 50401 NONE PC GENERAL DONATION-SUPPORT 500 ONE VISION ONE VISION 1200 NORTH 9TH ST W 1200 NORTH 9TH ST W CLEAR LAKE IA 50428 NONE PC GENERAL DONATION-SUPPORT 1000 PLANNED PARENTHOOD OF THE HEARTLAND PLANNED PARENTHOOD OF THE HEARTLAND PO BOX 4557 PO BOX 4557 DES MOINES IA 50314 NONE PC GENERAL DONATION-SUPPORT 1500 SALVATION ARMY SALVATION ARMY 747 VILLAGE GREEN DR 747 VILLAGE GREEN DR MASON CITY IA 50401 NONE PC GENERAL DONATION-SUPPORT 3000 SAVE THE CHILDREN SAVE THE CHILDREN 54 WILTON RD 54 WILTON RD WESTPORT CT 06880 NONE PC GENERAL DONATION-SUPPORT 2000 YSS OF NORTH IOWA YSS OF NORTH IOWA 50 NORTH EISENHOWER AVE 50 NORTH EISENHOWER AVE MASON CITY IA 50401 NONE PC GENERAL DONATION 1000 22500 14 228 14 9765 18 21941 31934 31934 false false false false false false false false false false TAX PREPARATION 870 435 435 LARGE CAP BLEND AT COST 22251 50150 LARGE CAP GROWTH AT COST 4253 7939 LARGE CAP VALUE AT COST 70150 58865 SMALL CAP BLEND AT COST 3232 15047 LARGE CAP GROWTH INTL AT COST 33500 29234 LARGE CAP VALUE INTL AT COST 9500 10066 DIVERSIFIED EMERGING MARKETS AT COST 10000 8262 CORPORATE BOND MUTUAL FUNDS AT COST 17145 17716 INTERMEDIATE TERM MUTUAL FUND AT COST 148898 138969 INFLATION PROTECTED BOND FUND AT COST 17145 16418 PENALTIES 21 EXPENSES ADVERTISING 16 16 TAX ON INVESTMENT INCOME 2995