2025-03-24T11:57:59-04:00 2024-11-30 203457195 GARMAN & MEADE CPA PC 240 S MAIN ST MAQUOKETA IA 52060 990PF 2023-12-01 426122181 ALLISON EVERETT PEARSON FOUNDATION ALLI 5632431243 CLINTON NATIONAL BK 235 6TH AVE S CLINTON IA 52732 CLINTON NATIONAL BANK TRUSTEE 5632431243 2024-03-15 false MARK J GARMAN P01988129 5636525143 2025-03-12 2023 2025-03-06 01:10:19Z X 1179025 X X 33072 33072 24863 63655 24863 57935 57935 5587 5587 894 894 985 985 624 624 8090 8090 0 58000 58000 66090 8090 58000 -8155 49845 925232 917077 1179025 925232 917077 1179025 0 X 925232 917077 925232 917077 925232 917077 925232 -8155 917077 917077 DWS CORE EQUITY FUND CL S P 1995-09-05 2024-11-18 5000 2950 2050 2050 T ROWE PRICE GLOBAL STOCK FD CL P 2006-11-29 2024-11-18 2483 867 1616 1616 T ROWE PRICE GLOBAL STOCK FD CL P 2006-12-20 2024-11-18 1481 500 981 981 T ROWE PRICE GLOBAL STOCK FD CL P 2007-12-19 2024-11-18 1036 382 654 654 VANGUARD BALANCED INDEX FD P 2018-04-30 2024-11-18 5000 3407 1593 1593 VANGUARD GROWTH INDEX FD P 2017-06-15 2024-11-13 8000 2506 5494 5494 VANGUARD TOTAL STOCK MKT INDEX P 2001-05-10 2024-11-13 6000 1160 4840 4840 WESTERN ASSET CORE PLUS BOND FD P 2017-06-15 2024-11-13 958 1221 -263 -263 WESTERN ASSET CORE PLUS BOND FD P 2017-12-26 2024-11-13 1560 1985 -425 -425 WESTERN ASSET CORE PLUS BOND FD P 2018-05-01 2024-11-13 806 992 -186 -186 WESTERN ASSET CORE PLUS BOND FD P 2018-12-03 2024-11-13 4166 4960 -794 -794 WESTERN ASSET CORE PLUS BOND FD P 2018-12-26 2024-11-13 4125 4960 -835 -835 WESTERN ASSET CORE PLUS BOND FD P 2019-03-14 2024-11-13 4024 4961 -937 -937 WESTERN ASSET CORE PLUS BOND FD P 2020-02-11 2024-11-13 6046 7941 -1895 -1895 24863 693 693 693 900 900 207 207 false false false false false false false false true IA true false false false false true N/A CLINTON NATIONAL BANK 5632431243 235 SIXTH AVENUE SOUTH CLINTON IA 52732 false false false false false false false false false false false false false false false false false false false false CLINTON NATIONAL BANK 235 SIXTH AVENUE SOUTH CLINTON IA 52732 TRUSTEE 2.00 5587 0 0 NONE NONE THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSE SOLELY THROUGH A PROGRAM OF MAKING CONTRIBUTIONS TO QUALIFYING CHARITABLE, EDUCATIONAL, AND RELIGIOUS ORGANIZATIONS. N/A 1140952 7548 0 1148500 1148500 17228 1131272 56564 56564 693 693 55871 55871 55871 58000 58000 55871 9012 8206 10981 2375 3539 34113 58000 55871 2129 36242 0 9012 27230 8206 10981 2375 3539 2129 CLINTON NATIONAL BANK 235 SIXTH AVENUE SOUTH CLINTON IA 52732 5632431243 APPLICATION REQUIREMENTS: EDUCATIONAL: FUNDS ARE AWARDED DIRECTLY TO IOWA UNIVERSITIES AND COLLEGES. FUNDS ARE PAID DIRECTLY TO THE INSTITUTIONS. NO FUNDS ARE AWARDED DIRECTLY TO INDIVIDUALS. CHARITABLE: THEIR IS NOT A STANDARD FORM OF APPLICATION. APPLICANTS MUST SUBMIT PROOF OF EXEMPTION UNDER IRC SECTION 501(C)(3) WITH A REQUEST FOR FUNDS. NONE LIMITED TO ORGANIZATIONS LOCATED IN THE IOWA COUNTIES OF CLINTON AND JACKSON AMERICAN LEGION 1317 S 17TH ST CLINTON IA 52732 NONE LEGION HALL RENOVATION 1500 ANDREW VOLUNTEER FIREMEN 103 N MARION ST ANDREW IA 52030 NONE FIREFIGHTER GEAR 4000 BRIDGEVIEW COMMUNITY MENTAL HEALTH CENTER 638 SOUTH BLUFF BLVD CLINTON IA 52732 NONE BUS PASSES 3000 CHILD DEVELOPMENT INC 101 CRESLANE DR MAQUOKETA IA 52060 NONE PLAYGROUND EQUIPMENT 2500 COMMUNITY AMBULANCE SERVICE 42 N SIMPSON ST PRESTON IA 52069 NONE NEW LIFEPAKS 5000 COMMUNITY FOUNDATION OF JACKSON COUNTY 120 1/2 S MAIN STREET MAQUOKETA IA 52060 NONE GRADE LEVEL READING 3500 COMMUNITY FOUNDATION OF JACKSON COUNTY 120 1/2 S MAIN STREET MAQUOKETA IA 52060 NONE IMAGINATION LIBRARY PROJECT 2000 COMMUNITY FOUNDATION OF JACKSON COUNTY 120 1/2 S MAIN STREET MAQUOKETA IA 52060 NONE PEPPERMINT PARK COMMITTEE 2000 COMMUNITY FOUNDATION OF JACKSON COUNTY 120 1/2 S MAIN STREET MAQUOKETA IA 52060 NONE PRESTON GROWTH AND DEV 1000 FIRST UNITED METHODIST CHURCH 621 S 3RD ST CLINTON IA 52732 NONE CHURCH IMPROVEMENTS 2500 FIRST UNITED PRESBYTERIAN CHURCH 400 5TH AVE S CLINTON IA 52732 NONE CHURCH WATER HEATER 1000 THE FRIENDS OF THE PRESTON PUBLIC LIBRARY 1 WEST GILLET PO BOX 605 PRESTON IA 52069 NONE COMPUTER 1000 GIRL SCOUTS OF EASTERN IOWA 940 GOLDEN VALLEY DR BETTENDORF IA 52722 NONE SUPPORT FOR CLINTON AND JACKSON CTY 2000 INFORMATION REFERRAL & ASSISTANCE SERVICES 415 S 3RD ST CLINTON IA 52732 NONE BACK PACK BUDDY PROGRAM 2500 INNOVATE 120 INC 120 S MAIN ST MAQUOKETA IA 52060 NONE SUMMER SCIENCE CAMP 1000 JACKSON COUNTY VETERANS MEMORIAL PARK INC 112 E JEFFERSON ST MAQUOKETA IA 52060 NONE KIOSK 1500 LUTHERAN SERVICES IN IOWA 206 E PLATT ST MAQUOKETA IA 52060 NONE EARLY CHILDHOOD SERVICES 1000 MAQUOKETA BETTERMENT CORP 137 S MAIN ST MAQUOKETA IA 52060 NONE GREENSPACE PROJECT 1000 MERCY HEALTHCARE FOUNDATION 1410 N 4TH ST CLINTON IA 52732 NONE CARBON FIBER BREAST BOARD 2500 NORTH BEND COMMUNITY CENTER 99 CENTENNIAL ST MILES IA 52064 NONE SECURE BUILDING AND ARTIFACTS 1000 NORTHEAST HIGH SCHOOL 3690 HWY 136 GOOSE LAKE IA 52750 NONE TWO SCHOLARSHIPS 1000 OHNWARD FINE ARTS CENTER 1215 E PLATT ST MAQUOKETA IA 52060 NONE COMMUNICATION SYSTEM 2500 RIVER BEND FOODBANK 4010 KIMMEL DRIVE DAVENPORT IA 52802 NONE MEALS FOR CLINTON CTY RESIDENTS 4000 SLEEP IN HEAVENLY PEACE INC 999 35TH ST MARION IA 52302 NONE LUMBER AND MATTRESSES 2000 VINCE JETTER COMMUNITY CENTER 311 S 3RD ST CLINTON IA 52732 NONE KITCHEN UPGRADE 1500 YWCA CLINTON 317 7TH AVE S CLINTON IA 52732 NONE CLEANING EQUIPMENT 2000 ST JOHNS EVANGELICAL LUTHERAN CHURCH 2209 N 2ND ST CLINTON IA 52732 NONE FOOD AND TOILETRY DISTRIBUTION 1500 ST JOHNS EVANGELICAL LUTHERAN CHURCH 2209 N 2ND ST CLINTON IA 52732 NONE FOOD BACKPACK PROGRAM 2000 58000 14 33072 18 24863 57935 57935 false false false false false false false false false false INDIRECT ACCOUNTING FEES 985 985 NORTHERN INST US GOVERNMENT SELECT AT COST 193 193 NORTHERN INST US GOVERNMENT SELECT AT COST 290 290 DWS SHORT DURATION FUND CI S AT COST 19816 18917 FEDERATED MORTGAGE FUND CL IS 835 AT COST FEDERATED CORE BOND FD CL IS AT COST 21534 18019 FEDERATED HIGH YIELD TRUST FD IS 77 AT COST 15196 15563 FEDERATED SHORT-INTER TOTAL RTN BOND FUND IS 63 AT COST 29903 29305 FEDERATED TOTAL RTN BD FD CL IS 328 AT COST 37927 33299 FIDELITY ADV MULTI-ASSET INC FD 328 AT COST 19500 21370 FIDELITY ADVISOR STRATEGIC INCOME FD AT COST 35000 34836 FIDELITY TOTAL BOND FUND 820 AT COST 40440 34835 GUGGENHEIM TOTAL RETURN BOND FD INST AT COST 37418 33583 JP MORGAN CORE BOND FD CL I AT COST 34000 31415 T ROWE PRICE HIGH YIELD FUND CL I AT COST 12000 11029 T ROWE PRICE SHORT TERM BD FD CL I AT COST 12696 12670 VANGUARD CORE BD FD ADM AT COST 42000 34985 VANGUARD GNMA FD ADM 536 AT COST 41482 38923 VANGUARD INTER-TERM BD INDEX FUND ADM SHS 5314 AT COST 34201 29608 VANGUARD SHORT-TERM INV GRADE ADM AT COST 4000 4079 VANGUARD TOTAL BOND MKT INDEX ADM SHS 584 AT COST 34085 32253 WESTERN ASSETCORE PLUS BOND FD CI I AT COST JP MORGAN INCOME BUILDER FD CL I AT COST 28643 27153 T ROWE PRICE BALANCED FD CI I AT COST 26095 34439 VANGUARD BALANCED INDEX FD ADM SHS 502 AT COST 25615 38441 DWS CORE EQUITY FUND CI S AT COST 15884 30173 FEDERATED MDT LG CAP VALUE FD IS 22 AT COST 14000 19133 FEDERATED MID-CAP INDEX FD IS 153 AT COST 18486 20038 FEDERATED STRATEGIC VALUE DIV FD CL IS 662 AT COST 26820 29654 FIDELITY ADV EQUITY INCOME FD 80 AT COST 24130 33516 FIDELITY ADV GROWTH OPPORT FD CI I 688 AT COST 9821 44948 FIDELITY ADV STRATEGIC DIV & INCOME FD CL I AT COST 24000 30134 FIDELITY EQUITY DIV INC FUND 319 AT COST 28005 37657 T ROWE PRICE CAP APPREC FUND CI I AT COST 23851 53088 T ROWE PRICE MID CAP GROWTH FD CI I AT COST 12516 37838 VANGUARD EQUITY INC FD 565 ADM SHS AT COST 26000 35204 VANGUARD GROWTH INDX FD ADM SHS 509 AT COST 19998 59547 VANGUARD REIT INDEX FD ADM SHS 5123 AT COST 5000 5401 VANGUARD TOTAL STOCK MKT INDEX ADM SHS FD 585 AT COST 11542 60432 VANGUARD WELLESLEY INCOM FD ADM 527 AT COST 41000 43088 VANGUARD WELLINGTON FD ADM 521 AT COST 37365 54349 T ROWE PRICE GLOBAL STOCK FUND AT COST 13150 30850 VANGUARD INTL GROWTH FUND ADM AT COST 13475 18770 INDIRECT LEGAL FEES 894 894 FOREIGN W/H TAX 15 15 FEDERAL ESTIMATED TAX PAYMENTS 609 609