2025-03-19T12:41:33-04:00 2024-12-31 421029744 TDT CPAS AND ADVISORS PC 317 HIGH AVE E OSKALOOSA IA 525772823 990 2024-01-01 846447096 PERPETUAL CARE CEMETERY TRUST AGREEMENT OF FOREST CEMETERY ASSOC PERP 3192485146 PO BOX 1700 IOWA CITY IA 522441700 MIDWESTONE BANKSANDRA MORROW VP CO-TRUSTEE 3192485146 2025-03-16 true true DARCEE M AYERS CPA P00498801 6416722523 2025-03-16 2024 2025-03-06 01:10:19Z MIDWESTONE BANKSANDRA MORROW VP PO BOX 1700 IOWA CITY IA 522441700 249568 false X NA X 2019 IA TO SAFEGUARD THE PRINCIPAL OF THE CARE FUND WHICH IS INTENDED TO REMAIN AVAILABLE PERPETURALLY AS A FUNDING SOURCE FOR THE CARE OF FOREST CEMETERY IN OSKALOOSA IOWA AS SPECIFIED UNDER THE IOWA CODE CHAPTER 523I. 2 1 0 1 0 10173 15051 0 28167 55080 0 38340 70131 30464 0 4112 4589 0 0 3401 3740 7513 38793 30827 31338 761604 809243 0 761604 809243 TO SAFEGUARD THE PRINCIPAL OF THE CARE FUND WHICH IS INTENDED TO REMAIN AVAILABLE PERPETURALLY AS A FUNDING SOURCE FOR THE CARE OF FOREST CEMETERY IN OSKALOOSA IOWA AS SPECIFIED UNDER THE IOWA CODE CHAPTER 523I. false false 30464 30464 SAFEGUARDED ASSETS 30464 false true false false false false false false true 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 false true 0 0 0 false false false false false false false false false false false false X 2 1 false false false false false false false true true false false true true true true false false true false false X MIDWESTONE BANK 3192485146 PO BOX 1700 IOWA CITY IA 52240 MIDWESTONE BANKSANDRA MORROW VP CO-TRUSTEE 2.00 X 6119 0 0 JAMES M HANSEN CO-TRUSTEE X 0 0 0 6119 false false false 15051 15051 22044 22044 194758 17715 179437 15321 17715 33036 33036 70131 55080 30464 30464 4589 4589 820 820 1390 1390 1530 1530 38793 30464 8329 0 551 407 41527 28249 719526 780587 761604 809243 0 0 X 761604 809243 761604 809243 761604 809243 31338 16301 X false false false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 761604 15051 71381 30464 8329 809243 670151 10173 88793 7513 761604 824782 15107 -129956 32991 6791 670151 781357 9226 90741 44903 11639 824782 693824 9891 90466 12824 781357 1.00000 false false SCHEDULE D, PAGE 2, PART V, LINE 4 DESIGNATED BY IOWA LAW FOR THE FUTURE CARE OF NON-PROFIT CEMETERY, FOREST CEMETERY ASSOCIATION IN OSKALOOSA, IOWA. true FOREST CEMETERY ASSOCIATION 634 N 9TH ST OSKALOOSA IA 52577 420257260 501C13 30464 ANNUAL DISTRIBUTION 1 SCHEDULE I, PAGE 1, PART I, LINE 2 IN CONFORMITY WITH IOWA LAW THE PERPETUAL CARE FUNDS ARE KEPT IN THIS SEPARATE TRUST. PERIODIC FINANCIAL REPORTS ARE SENT TO THE SUPPORTED ORGANIZATION AND NEEDS ARE COMMUNICATED BACK TO THIS TRUST. FORM 990, PAGE 6, PART VI, LINE 11B DRAFT OF FORM 990 IS REVIEWED BY SANDRA MORROW, VICE PRESIDENT OF TRUST SERVICS FOR MIDWESTONE BANK, THE INSTITUTIONAL CO-TRUSTEE AND BY JAMES HANSON, ALSO A CO-TRUSTEE. FORM 990, PAGE 6, PART VI, LINE 12C MIDWESTONE BANK, THE INSTITUTIONAL TRUSTEE, HAS A CONFLICT OF INTERESTS POLICY IN PLACE FOR ALL ENTITIES THEY MANAGE. ALL CONFLICTS ARE MONITORED THROUGH THEIR POLICIES AND PROCEDURES. FORM 990, PAGE 6, PART VI, LINE 15A FEES FOR THE INSTITUTIONAL TRUSTEE ARE COMPUTED PER FIXED SCHEDULE ALLIED TO ALL ENTITIES THEY MANAGE. FORM 990, PAGE 6, PART VI, LINE 19 THE INSTITUTIONAL TRUSTEES POLICIES AND PROCEDURES WOULD BE AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS ARE FILED WITH THE IOWA SECRETARY OF STATE AND ARE AVAILABLE AS PUBLIC RECORDS.