2025-10-30T12:17:18-04:00 2024-12-31 814618897 HARRISON & ASSOCIATES CPAS PLLC 4700 4TH ST SW STE A MASON CITY IA 50401 990PF 2024-01-01 421411511 ARTHUR W & AUDREY F SMITH FOUNDATIO ARTH 6414289412 PO BOX 8 CLEAR LAKE IA 50428 CLEAR LAKE BANK TRUST TRUSTEE 6413577121 2025-10-21 true false TIMOTHY SCHUPICK CPA P00194748 6412437400 2025-10-30 2024 2025-03-06 01:10:19Z X 1006826 X X 130 130 27032 27032 59012 198606 59012 86174 86174 7732 5799 1933 720 612 108 8452 6411 2041 40144 40144 48596 6411 42185 37578 79763 45852 32355 32355 269421 290804 475411 513516 544068 499060 828789 867227 1006826 0 X 596063 596063 232726 271164 828789 867227 828789 867227 828789 37578 860 867227 867227 TOTALS PER FCB TAX WKSHT P 2024-07-01 2024-12-31 6301 5913 388 388 TOTALS PER FCB TAX WKSHT P 2023-07-01 2024-12-31 187491 133681 53810 53810 59012 388 1109 1109 1109 343 343 766 false false false false false false false true true true false false false false true N/A CLEAR LAKE BANK & TRUST 6414289412 100 EAST STATE ST MASON CITY IA 50401 false false false false false false false false false false false false false false false false false false false false CLEAR LAKE BANK & TRUST 100 EAST STATE ST MASON CITY IA 50401 TRUSTEE 1.00 7732 0 0 NONE NONE THE FOUNDATION DISTRIBUTED FUNDS TO MULTIPLE LOCAL AREA ORGANIZATIONS THAT SERVE THE GENERAL PUBLIC IN AND AROUND THE CITY OF EMMETSBURG AND THE COUNTY OF PALO COUNTY,IOWA. 40144 N/A 949058 31915 0 980973 980973 14715 966258 48313 48313 1109 1109 47204 47204 47204 42185 42185 47204 19339 51615 1971 72925 42185 42185 5019 5019 67906 0 67906 14320 51615 1971 X ARTHUR W SMITH AUDREY F SMITH FOU 100 EAST STATE STREET MASON CITY IA 50401 6414232457 NO PRESCRIBED FORM IS USED; ONLY A LETTER OF REQUEST IS REQUIRED NONE PROJECTS SHOULD BE DESIGNED TO BENEFIT THE EMMETSBURG COMMUNITY AND PALO ALTO COUNTY CENTERS AGAINST ABUSE & SEX ASSAULT 521 S GRAND AVE SPENCER IA 51301 NONE EXEMPT GENERAL SUPPORT 506 CITY OF EMMESTBURG 2021 MAIN STREET EMMETSBURG IA 50536 NONE GOVERNMENT SPLASH PAD / PLAYGROUND EQUIP 15000 EMMETSBURG EDUCATIONAL FOUNDATION 205 KING STREET EMMETSBURG IA 50536 NONE EXEMPT SCHOLARSHIPS- FUND SPRING MUSICAL 7000 EMMETSBURG MUNICIPAL BAND PO BOX 184 EMMETSBURG IA 50536 NONE GOVERNMENT GENERAL SUPPORT 1480 EMMETSBURG POLICE DEPT 2302 23RD ST EMMETSBURG IA 50536 NONE GONERNMENT GENERAL SUPPORT 1115 EMMETSBURG PUBLIC LIBRARY 707 N SUPERIOR ST EMMETSBURG IA 50536 NONE EXEMPT GENERAL SUPPORT 1412 EMMETSBURG MAIN STREET COMM THEATRE 2206 19TH ST EMMETSBURG IA 50536 NONE EXEMPT GENERAL SUPPORT 1051 FIVE ISLAND TRAIL 14 N LAWLER ST EMMETSBURG IA 50536 NONE EXEMPT RECREATIONAL TRAIL PROJECT 7000 ISU EXT & OUTREACH OF PALO ALTO CTY 2008 10TH ST EMMETSBURG IA 50536 NONE EXEMPT GENERAL SUPPORT 2180 THE PALO ALTO ARTS COUNCIL 501 LAWLER ST EMMETSBURG IA 50536 NONE EXEMPT FUNDING FOR LOCAL COMMUNITY PROGRAMS 3400 40144 14 130 14 27032 14 59012 86174 86174 false false false false false false false false false false ACCOUNTING FEE 720 612 108 APPLE COMPUTER INC 19907 33055 ABBVIE INC. 5291 5686 AXCELIS TECHNOLOGIES, INC. ADOBE SYSTEMS 3384 5781 ARCHER DANIELS MIDLAND CO COM ALLSTATE CORP 2263 5013 AMAZON.COM, INC. 12090 19526 BLACKROCK INC 2527 7176 BROADCOM INC COM 2878 16461 COMCAST CORPORATION NEW CL A CROWDSTRIKE HLDGS 3183 7528 CISCO SYSTEMS CVS CAREMARK CORP CHEVRONTEXACO CORP DEERE & CO 6142 6779 DANAHER CORP 1761 4821 DAVITA INC 4442 4038 DISNEY HOLDING CO EATON CORP 6826 7301 ELI LILLY & CO 5996 5404 EXXON MOBIL 10409 10649 FEDEX CORP 4598 5908 FISERV INC 2504 8833 GENERAL MOTORS CO 6010 6339 ALPHABET INC 10055 21391 INTERCONTINENTAL EXCHANGE GRP 3885 6556 INTUIT INC 3868 5656 JAZZ PHARMACEUTICALS 4659 5172 JP MORGAN CHASE 4840 11266 JOHNSON & JOHNSON 6222 6653 L3HARRIS TECHNOLOGIES 4719 5047 LAM RESEARCH CORP 3108 9390 LOWE'S COMPANIES INC 3658 5430 MARATHON PETE CORP COM MARRIOTT INTERNATIONAL INC 3609 5858 META PLATFORMS 4241 10539 MASTERCARD INC 2435 9478 MERK & CO INC 3471 5869 MICROSOFT CORP 16094 28241 MORGAN STANLEY 3543 9052 NEXTERA ENERGY INC 4534 5735 NIKE INC NORFOLK SOUTHERN CORP 6105 5633 NEUROCRINE BIOSCIENCES INC 3997 4914 NVIDIA CORP 14938 31692 OMNICOM GROUP 4465 3786 ORACLE CORP 6582 8832 O'REILLY AUTOMOTIVE 3133 7115 OTIS WORLDWIDE CORP 3031 4260 PARKER-HANNIFIN CORP 4474 4452 PEPSICO INC 3757 4714 PIONEER NATURAL RESOURCES CO PROCTOR & GAMBLE CO 3080 6538 PROLOGIS, INC 6108 6025 PULTE GROUP 2892 5336 REGIONS FINANCIAL CORP 5549 5927 S&P GLOBAL INC 2760 3984 STEEL DYNAMICS INC 2736 5932 THE TJX CO INC 3083 5678 TELADYNE TECHNOLOGIES INC TESLA INC THERMO FISHER SCIENTIFIC INC 1144 4682 T-MOBILE US INC 3729 5739 UNITEDHEALTH GROUP INC 3744 6576 VERTEX PHARMACEUTICALS 3852 3222 WELLS FARGO CO 7752 10606 WAL MART 3875 11655 ZOETIS INC XCEL ENERGY INC 6866 6482 JANUS HENDERSON TRITON I MFS NEW DISCOVERY VALUE FMI FDS INC COM STK INSTL AT COST 7276 7131 FIDELITY CAP TR ADVISOR STK Z AT COST 7278 6974 SCHWAB CAP TR SCP ETY SEL AT COST 7276 6414 PRINCIPAL INTERNATIONAL FUND I AT COST 24539 23189 MFS INTL GROWTH FD MFS INSTL TR INTL EQUITY FD AT COST 28749 26183 GS-INTL EMERGING MKT EQUITY INSIGHT AT COST 16655 15343 THORNBURG INVT TR GLOBALVALUE AT COST 28371 24488 TWEEDY BROWNE GLOBAL VAL VOYA INTERMEDIATE BOND AT COST 178225 149150 VANGUARD INTERMEDIATE-TERM AT COST 36642 37551 VANGUARD CORE BOND FUND ADMIRAL AT COST 150438 148337 VANGUARD INFLATION-PROTECTED AT COST 38970 36941 ARES REALESTATE INCOME TRUST AT COST 19649 17359 NONDIVIDEND DISTRIBUTIONS 860