2024-05-07T13:39:10-07:00 2023-12-31 421395412 LAIRD LAW FIRM PLC 11 4TH ST NE MASON CITY IA 50401 990PF 2023-01-01 863965471 STUART D NEVERMANN CHARITABLE TRUST STUA 6414221600 2601 4TH ST SW MASON CITY IA 50401 CHELSEA FREDERICK TRUST OFFICER 6414221600 2024-05-06 true CHELSEA FREDERICK true JONATHAN KISS P00795630 6414235154 2024-05-07 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 651773 X X 1206 1206 20044 20044 -68790 308451 0 0 0 -47540 21250 7555 5666 1889 870 220 650 0 0 0 0 0 8425 5886 2539 27000 27000 35425 5886 29539 -82965 15364 24792 29022 29022 0 0 705127 617932 622751 0 0 0 0 0 0 729919 646954 651773 0 0 0 0 0 X 716837 716837 13082 -69883 729919 646954 729919 646954 729919 -82965 646954 646954 PUBLICLY TRADED SECURITIES 308451 0 377241 -68790 0 0 0 -68790 -68790 214 0 214 0 214 292 292 -292 78 78 false false false false false false false true true IA true false true false false true N/A FIRST CITIZENS BANK 6414221600 2601 4TH ST SW MASON CITY IA 50401 false false false false false false false false false false false false false false false false false false false false FIRST CITIZENS BANK 2601 4TH ST SW MASON CITY IA 50401 TRUSTEE 5.00 7555 0 0 NONE 0 NONE 0 592353 26371 0 618724 0 618724 9281 609443 30472 30472 214 214 30258 30258 30258 29539 29539 30258 26985 0 0 0 0 0 0 29539 26985 0 2554 0 0 0 0 0 27704 0 0 0 0 0 0 0 X AMERICAN PARKINSON DISEASE ASSOCIATION 135 PARKINSON AVENUE STATEN ISLAND NY 10305 PC MEDICAL RESEARCH 459 COMMUNITY KITCHEN OF NORTH IOWA INC 606 N MONROE AVENUE MASON CITY IA 50401 PC MEALS FOR NEEDY 230 GLOBE GAZETTE CHRISTMAS CHEER FUND INC PO BOX 271 MASON CITY IA 50402 PC ANNUAL XMAS FUND FOR NEEDY 229 HABITAT FOR HUMANITY OF NORTH CENTRAL IOWA INC 517 1ST ST NW MASON CITY IA 50401 PC HOUSING FOR THE POOR 1147 HAWKEYE HARVEST FOOD BANK CORP 122 S ADAMS AVENUE MASON CITY IA 50401 PC FOOD BANK FOR POOR 230 HEIFER INTERNATIONAL 1 WORLD AVENUE LITTLE ROCK AR 72202 PC PROVIDE RESOURCES TO END HUNGER 1147 LUTHER COLLEGE 700 COLLEGE DRIVE DECORAH IA 52101 PC EDUCATION DEVELOPMENT 3443 LUTHERAN SERVICES IN IOWA CHARITABLE FOUNDATION INC PO BOX 848 WAVERLY IA 50677 PC FUNDING FOR VARIOUS SOCIAL SERVICES 2295 LUTHERAN WORLD RELIEF 700 LIGHT STREET BALTIMORE MD 21230 PC FUNDING TO END POVERTY 2295 MASON CITY SCHOOL DISTRICT 1515 S PENNSYLVANIA MASON CITY IA 50401 PC SCHOLARSHIP FUNDING 1350 MASON CITY FAMILY YMCA 1840 S MONROE AVENUE MASON CITY IA 50401 PC SUPPORT LOCAL YMCA 1147 MASON CITY FOUNDATION 308 S PENNSYLVANIA AVENUE MASON CITY IA 50401 PC CULTURAL ENRICHMENT 1147 MASON CITY HIGH SCHOOL 1515 S PENNSYLVANIA AVENUE MASON CITY IA 50401 PC ATHLETIC TRANSPORTATION COSTS 1148 NORTH IOWA AREA COMM COLLEGE 500 COLLEGE DRIVE MASON CITY IA 50401 PC SCHOLARSHIP 1350 NORTH IOWA AREA COMM COLLEGE 500 COLLEGE DRIVE MASON CITY IA 50401 PC EDUCATIONAL SUPPORT 2295 TRINITY LUTHERAN CHURCH 213 N PENNSYLVANIA AVENUE MASON CITY IA 50401 PC PLANNED GIVING FUND 4590 UNIVERSITY OF IOWA 108 CALVIN HALL IOWA CITY IA 52242 PC SCHOLARSHIP 1350 UNIVERSITY OF IOWA 108 CALVIN HALL IOWA CITY IA 52242 PC ATHLETIC DEPARTMENT SUPPORT 1148 27000 14 1206 14 20044 18 -68790 -47540 -47540 false false false false false false false false false false PUBLICLY TRADED SECURITIES Purchased VARIOUS 308451 377241 -68790 FEDERATED HERMES TOTAL RETURN BOND FUND 60789 61353 PIMCO INCOME FUND 131000 115534 VANGUARD MALVERN FDS CRE BOND FUND 42393 42932 VANGUARD 500 INDEX FUND 87324 95652 VANGUARD GROWTH INDEX FUND 45741 51761 VANGUARD VALUE INDEX FUND 53189 56684 VANGUARD MID CAP INDEX FUND 58374 58920 VANGUARD SMALL CAP INDEX FUND 20714 20324 COHEN & STEERS PREFERRED SECURITIES & INCOME FUND 37368 30827 SEAFARER OVERSEAS GROWTH & INCOME FUND 23154 25223 MFS SERIES TRUST XVII INTERNATIONAL EQUITY FUND 57886 63541 LAIRD LAW FIRM PREPARATION OF 990-PF 870 220 650