2024-05-13T14:20:30-04:00 2023-12-31 843494804 BECKEY & ASSOCIATES PC 500 CEDAR ST MUSCATINE IA 527614208 990 2023-01-01 426102690 MARY NIETZEL TRUST C/O MIDWESTONE BANK MARY 5632634221 300 EAST SECOND STREET MUSCATINE IA 52761 BETH LEGUE TRUSTEE OFFICER 5632634221 2024-05-09 true MICHAEL WILSON 999009999 true VICKI A BECKEY P00226738 5632642727 2024-05-09 2023 2023-04-26 12:10:37Z MIDWESTONE BANK 300 EAST 2ND STREET MUSCATINE IA 52761 837062 false X N/A X 1966 IA NET INCOME FROM THIS TRUST SHALL BE PAID QUARTERLY TO TRINITY EPISCOPAL CHURCH IN MUSCATINE IOWA FOR THE GENERAL PURPOSE OF THE CHURCH. 1 0 0 0 0 0 36219 119570 0 36219 119570 17466 23213 0 7473 6675 0 0 950 1020 25889 30908 10330 88662 700515 763182 0 700515 763182 NET INCOME FROM THIS TRUST SHALL BE PAID QUARTERLY TO TRINITY EPISCOPAL CHURCH IN MUSCATINE IOWA FOR THE GENERAL PURPOSE OF THE CHURCH. false false 23213 23213 DISTRIBUTION TO TRINITY EPISCOPAL CHURCH FOR THE GENERAL PURPOSE OF THE CHURCH. 23213 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 X 1 0 false false false false false false false true true false false true false false false false false false X FIRST NATIONAL BANK OF MUSCATINE 5632624215 300 E 2ND STREET MUSCATINE IA 52761 MIDWESTONE BANK TRUSTEE 0.50 X 6675 0 0 6675 false false false 28817 28817 808245 717492 90753 90753 90753 119570 119570 23213 23213 6675 6675 1020 1020 30908 23213 7695 0 16813 32959 683702 730223 700515 763182 0 0 X 700515 763182 700515 763182 700515 763182 88662 -25995 X false false X X 1 TRINITY EPISCOPAL CHURCH TRINITY EPISCOPAL CHURCH 421051878 1 true 23213 0 1 23213 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 THE TRUSTEE HAS INVESTMENT DISCRETION FOR ASSETS IN THE TRUST. A REPRESENTATIVE OF THE TRUSTEE MEETS REGULARLY WITH THE FINANCE COMMITTEE OF TRINITY EPISCOPAL CHURCH TO DETERMINE IF NEEDS ARE BEING MET. THE FINANCE COMMITTEE IS ALSO CONSULTED AS NEEDED BEFORE ANY CHANGES ARE MADE TO THE TRUST'S INVESTMENT PORTFOLIO. THE TRUSTEE PROVIDES THE CHURCH WITH QUARTERLY FINANCIAL STATEMENTS AND MAKES INCOME DISTRIBUTIONS QUARTERLY. UNDER THE TERMS OF THE GOVERNING TRUST DOCUMENTS. THE TRUSTEE IS TO INVEST TRUST PRINCIPAL IN ORDER TO PROVIDE ONGOING FINANCIAL SUPPORT BY DISTRIBUTING INVESTMENT INCOME TO BE USED BY THE CHURCH TO FURTHER THEIR EXEMPT PURPOSE. PART V, LINE 1 THE MARY NIETZEL TRUST SATISFIES THE INTEGRAL PART TEST ON NOVEMBER 20,1970 AS FOLLOWS: THE TRUST WAS CREATED ON DECEMBER 31, 1965 AND DID NOT RECEIVE ANY GRANT, CONTRIBUTION, BEQUEST OR OTHER TRANSFER ON OR AFTER NOVEMBER 20, 1970. THE TRUST'S GOVERNING DOCUMENTS REQUIRES THE DISTRIBUTION OF THE ENTIRE NET INCOME OF SAID TRUST TO BE DISBURSED QUARTERLY TO TRINITY EPISCOPAL CHURCH AND THE DISTRIBUTED FUNDS MUST BE USED SOLELY FOR THE GENERAL USES AND PURPOSES OF THE SAID CHURCH. THE TRUSTEE, FIRST NATIONAL BANK OF MUSCATINE, DOES NOT HAVE DISCRETION TO VARY THE AMOUNTS REQUESTED AND PAYABLE TO TRINITY EPISCOPAL CHURCH AND IS NOT A DISQUALIFIED PERSON WITHIN THE MEANING OF SECTION 4946(A). true TRINITY EPISCOPAL CHURCH TRINITY EPISCOPAL CHURCH 211 WALNUT STREET MUSCATINE IA 52761 421051878 170(B) 23213 BOOK GENERAL PURPOSE 1 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION'S TRUST DOCUMENTS DO NOT DETAIL ANY PROCEDURES FOR MONITORING THE USE OF THE GRANT FUNDS BY THE TRINITY EPISCOPAL CHURCH. FORM 990, PAGE 6, PART VI, LINE 11B THE TRUST OFFICER, MICHAEL WILSON, REVIEWS THE FORM 990 BEFORE FILING. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE HELD BY FIRST NATIONAL BANK OF MUSCATINE AS TRUSTEE AND ARE AVAILABLE UPON REQUEST. TRINITY EPISCOPAL CHURCH TRINITY EPISCOPAL CHURCH 211 WALNUT STREET 211 WALNUT STREET MUSCATINE IA 52761 421051878 CHURCH 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