2025-11-10T10:21:09-05:00 2024-12-31 421029744 TDT CPAS AND ADVISORS PC 323 JEFFERSON STREET BURLINGTON IA 52601 990 2024-01-01 421336683 GEORGE DAILY CHARITABLE TRUST GEOR 6416730411 PO BOX 808 OSKALOOSA IA 52577 LINDA CROOKHAM-HANSEN CO-TRUSTEE 6416730411 2025-10-08 true true KEELY S KEITZER CPA P02457137 3197539877 2025-10-08 2024 2025-03-06 01:10:19Z JOE P CROOKHAM PO BOX 808 OSKALOOSA IA 52577 2632946 false X GEORGEDAILY.ORG/GEORGE-DAILY-TRUST/ X 1989 IA IT IS OUR PURPOSE TO UTILIZE THE GEORGE DAILY FAMILY TRUST RESOURCES AS FOLLOWS: A. TO DEVELOP LEADERSHIP FOR THE BENEFIT OF THE COMMUNITY; B. TO CREATE INITIATIVE FOR PROJECTS TO BENEFIT THE COMMUNITY. 3 3 0 11 0 34815 37813 0 323761 447095 16927 13520 375503 498428 194000 180727 0 0 0 0 66420 70761 260420 251488 115083 246940 10525875 11786744 1330 1330 10524545 11785414 X IT IS OUR PURPOSE TO UTILIZE THE GEORGE DAILY FAMILY TRUST RESOURCES AS FOLLOWS: A. TO DEVELOP LEADERSHIP FOR THE BENEFIT OF THE COMMUNITY; B. TO CREATE INITIATIVE FOR PROJECTS TO BENEFIT THE COMMUNITY. false false 180727 180727 SEE SCHEDULE I FOR LIST OF GRANTS. SUPPORTED A MAHASKA COMMUNITY WEBSITE THAT IS USED FOR COMMUNITY DATA, EVENTS AND CALENDAR. 58910 RENT FREE HOLDING OF COMMUNITY SPORTS COMPLEX AND COMMUNITY SITTING GARDEN. 239637 true true false false false false false false false false true false false false true 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 true true false false false true 2 0 0 false false false false false false false false false false false false X 3 3 true true false false false false false true true false false true false false false false false true false X X LINDA CROOKHAM-HANSEN 6416732692 PO BOX 808 OSKALOOSA IA 52577 X JOE P CROOKHAM CO-TRUSTEE 5.00 X X 0 0 0 LINDA CROOKHAM-HANSEN CO-TRUSTEE 5.00 X X 0 0 0 RANDY DEGEEST CO-TRUSTEE 5.00 X X 0 0 0 false false false 37813 20993 37813 209367 209367 16694 3174 13520 13520 13520 2049626 319446 2131344 -81718 319446 237728 237728 498428 460615 180727 180727 1565 1565 5240 5240 1729 1729 51353 48272 3081 GARDEN EXP 10638 10638 MISCELLANEOUS 236 236 251488 239637 11851 0 3932 15318 3521195 3482701 3521195 7039242 8250231 10525875 11786744 1330 1330 1330 1330 X 10524545 11785414 10524545 11785414 10525875 11786744 246940 1013929 X false false false X X 1 CITY OF OSKALOOSA CITY OF OSKALOOSA 426005086 6 true 239637 0 1 239637 0 false false false false false false false false false false false false false false false true true true 0 0 0 121715 222887 121715 222887 0 0 66420 70762 0 0 55295 152125 6440394 7644737 5167 9625 1407205 1407205 7852766 9061567 0 1330 1330 7851436 9060237 117772 135904 7733664 8924333 270678 312352 0 0 270678 312352 55295 47001 270678 270678 0 270678 180727 58910 11852 0 0 0 251489 169000 270678 0.624358000000 270678 0 121171 304953 3184981 337200 260420 4208725 0 270678 0 3938047 251489 0 251489 0 0 4189536 155446 3184981 337200 260420 251489 PART IV, SECTION A, LINE 1 THE GOVERNING DOCUMENTS STATE THAT THE FUNDS ARE TO BE USED "FOR THE BENEFIT OF THE COMMUNITY OF OSKALOOSA" WHICH HAS BEEN DEFINED TO BE THE AREA IN AND AROUND THE CITY OF OSKALOOSA WHICH INTERACTS WITH OSKALOOSA BASED ACTIVITIES. PART IV, SECTION D, LINE 3 THE ADVISORY COMMITTEE CONSISTS OF THE CITY OF OSKALOOSA MANAGER, COMMUNITY BUSINESS LEADERS, MEMBERS OF THE OSKALOOSA COMMUNITY, SCHOOL ADMINISTRATION, AND A LOCAL ATTORNEY. THE ADVISORY COMMITTEE REVIEWS THE GRANT APPLICATIONS RECEIVED AND MAKES RECOMMENDATIONS TO THE TRUSTEES ON GRANTS TO BE MADE TO THE COMMUNITY WHICH MEET THE MISSION PER THE ORGANIZATIONAL DOCUMENT. RECOMMENDATIONS ARE USUALLY FOLLOWED WITHOUT EXCEPTION. PART V, SECTION D, LINE 8 THE ORGANIZATIONS SUPPORTED BY THE GEORGE DAILY CHARITABLE TRUST ARE THE CITY OF OSKALOOSA, FRIENDS OF THE AUDITORIUM, AND WILLIAM PENN UNIVERSITY. EACH OF THESE ORGANIZATIONS MEET BOTH THE RESPONSIVENESS TEST AND THE ATTENTIVENESS TEST. ALL THREE ORGANIZATIONS RELY HEAVILY ON THE FUNDING PROVIDED BY THE TRUST, AND IN THE ABSENCE OF SUCH SUPPORT, THEIR OPERATIONS WOULD BE SIGNIFICANTLY DISRUPTED. THESE ENTITIES MAINTAIN ONGOING, COLLABORATIVE RELATIONSHIPS WITH THE DIRECTORS OF THE GEORGE DAILY CHARITABLE TRUST.ADDITIONALLY, THE TRUST SATISFIES THE REQUIREMENTS OF THE SIGNIFICANT VOICE TEST THROUGH ITS CLOSE AND SUSTAINED ENGAGEMENT WITH THE SUPPORTED ORGANIZATIONS. THE GEORGE DAILY CHARITABLE TRUSTS STEERING COMMITTEE PLAYS A PIVOTAL ROLE IN ADVISING ON GRANT DISTRIBUTION. THIS COMMITTEE IS COMPRISED OF OSKALOOSA RESIDENTS, INCLUDING A REPRESENTATIVE FROM THE CITY OF OSKALOOSA, WHO SHARE A VESTED INTEREST IN THE SUCCESS OF THE SUPPORTED ORGANIZATIONS AND MAINTAIN STRONG, CONTINUOUS CONNECTIONS WITH THEIR MANAGEMENT TEAMS AND GOVERNING BOARDS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2016205 2016205 1504990 1504990 3521195 OTHER PAYABLE 1330 1330 true FREMONT COMMUNITY FOUNDATION 3039 320TH STREET FREMONT IA 52561 421486355 501C3 6677 JAWS OF LIFE EQUIP FRIENDS OF THE AUDITORIUM 1800 NORTH 3RD ST OSKALOOSA IA 52577 421471089 501C3 157000 PERFORMING ARTS OSKALOOSA POLICE DEPARTMENT 214 HIGH AVE E OSKALOOSA IA 52577 426005086 GOV 12000 UPGRADE EQUIPMENT 3 SCHEDULE I, PAGE 1, PART I, LINE 2 FORMAL APPLICATIONS ARE RECEIVED FROM ORGANIZATIONS AND ARE REVIEWED BY AN ADVISORY BOARD WHO MAKES GRANT RECIPIENT RECOMMENDATIONS TO THE TRUSTEES. MOST APPLICATIONS INCLUDE INVOICES EVIDENCING FUNDS EXPENDED. ALSO,IN THIS SMALL COMMUNITY THE PROGRESS OF THE VARIOUS PROGRAMS ARE NOTED VISUALLY BY THE BOARD. SCHEDULE I, PAGE 4, PART IV INVESTMENTS WERE BEING USED TO PROVIDE A GUARANTEED SECURITY INTEREST FOR A BANK LOAN TO ANOTHER COMMUNITY ORGANIZATION, STEPHENS ANIMAL SHELTER (A 501C3). THE AMOUNT OF THE GUARANTEE WAS 2,000,000. STEPHENS ANIMAL SHELTER BUILT A NEW BUILDING BEGINNING IN 2017. THIS LOAN WAS PAID OFF IN 2020. INVESTMENTS ARE BEING USED TO PROVIDE A GUARANTEED SECURITY INTEREST FOR A BANK LOAN TO ANOTHER COMMUNITY ORGANIZATION, MAHASKA COUNTY YMCA (A 501C3). THE AMOUNT OF THE GUARANTEE IS 3,000,000. MAHASKA COUNTY YMCA BUILT A NEW BUILDING BEGINNING IN 2020. THE GUARANTEE WAS REMOVED JULY 2021. FORM 990 - ORGANIZATION'S MISSION IT IS OUR PURPOSE TO UTILIZE THE GEORGE DAILY FAMILY TRUST RESOURCES AS FOLLOWS: A. TO DEVELOP LEADERSHIP FOR THE BENEFIT OF THE COMMUNITY; B. TO CREATE INITIATIVE FOR PROJECTS TO BENEFIT THE COMMUNITY. FORM 990, PAGE 6, PART VI, LINE 2 JOE CROOKHAM LINDA CROOKHAM-HANSEN CO-TRUSTEE CO-TRUSTEE FATHER/DAUGHTER FORM 990, PAGE 6, PART VI, LINE 3 GRANT SELECTION COMMITTEE: MADONNA BOWIE - MCCF BOARD MEMBER,JANET REESE - COMMUNITY MEMBER, AMY MILLER - OSKALOOSA CITY CLERK, DEANN DEGROOT - MAHASKA CHAMBER AND DEVELOPMENT DIRECTOR, DANIEL FOSTER - COMMUNITY MEMBER, BILLY BLAKE - COMMUNITY MEMBER, MIKE FISHER - SUPERINTENDENT OSKALOOSA SCHOOL.THESE MEMBERS MEET AT LEAST ANNUALLY TO REVIEW GRANT APPLICATIONS RECEIVED AND MAKE RECOMMENDATIONS TO THE TRUSTEES ON GRANTS TO BE MADE TO THE COMMUNITY WHICH MEET THE MISSION PER THE ORGANIZATION DOCUMENT OF THE GEORGE DAILY CHARITABLE TRUST. ALTHOUGH THIS COMMITTEE DOES NOT HAVE FINAL VOTING RIGHTS, MINUTES OF THEIR MEETINGS ARE KEPT AND THEIR RECOMMENDATIONS ARE USUALLY FOLLOWED WITHOUT EXCEPTION. FORM 990, PAGE 6, PART VI, LINE 11B ENTIRE COPY OF FORM 990 WAS PROVIDED AND REVIEWED BY EACH TRUSTEE. FORM 990 WAS ALSO REVIEWED BY ADMINISTRATIVE STAFF. FORM 990, PAGE 6, PART VI, LINE 19 TEAMMAHASKA.ORG WEBSITE PROVIDES LINKS TO THE GEORGE DAILY TRUST WHICH DESCRIBES GRANT APPLICATION GUIDELINES AND THE MISSION OF THE ORGANIZATION. DAILY REAL ESTATE COMPANY LLC 118 N MARKET ST OSKALOOSA IA 52577 300366418 HOLDING RE IA 3521195 GEORGE DAI CITY OF OSKALOOSA 220 SOUTH MARKET OSKALOOSA IA 52577 426005086 SUPPORTED IA 170B1A 6 NA false false true false false false false false false false false false false false false false false false false false CITY OF OSKALOOSA B 12000 COST