2026-04-01T06:30:55-07:00 2025-12-31 421355320 PAPPAJOHN SHRIVER EIDE & NIELSEN PC 103 E STATE ST SUITE 800 PO BOX 158 MASON CITY IA 50402 990PF 2025-01-01 611934955 LAVERNA M SMEDLEY CHARITABLE FOUNDATION LAVE 6414221600 2601 4TH STREET SW MASON CITY IA 50401 CHELSEA M FREDERICK TRUST OFFICER 6414221600 2026-03-31 true DAVID A GROOTERS P00088128 6414234264 2026-04-01 2025 2025-03-06 01:10:19Z X 1675895 X X 1484 1484 54186 54186 -18086 871139 0 0 0 37584 55670 750 750 600 600 17983 17983 1186 1186 0 10 10 20529 20529 0 76535 76535 97064 20529 76535 -59480 35141 41720 58457 58457 0 0 737469 562119 707944 802200 908541 909494 0 6495 0 0 0 0 0 0 1587884 1529117 1675895 0 0 0 0 0 X 1587884 1529117 1587884 1529117 1587884 1529117 1587884 -59480 713 1529117 1529117 FIRST CITIZENS BANK LTCL VARIOUS P 2021-06-15 2025-06-12 864049 0 889225 -25176 0 0 0 -25176 FIRST CITIZENS BANK LTCG DISTRIBUTION P 2021-06-15 2025-12-31 7090 0 0 7090 0 0 0 7090 -18086 488 0 488 0 488 524 524 -524 36 36 false false false false false false false true true true false false false false true N/A FIRST CITIZENS BANK 6414221600 2601 4TH STREET SW MASON CITY IA 50401 false false false false false false false false false false false false false false false false false false false false FIRST CITIZENS BANK 2601 4TH STREET SW Mason City IA 50401 TRUSTEE 0.00 17933 0 0 NONE 0 NONE 0 1581175 33132 0 1614307 0 1614307 24215 1590092 79505 79505 488 488 79017 79017 79017 76535 76535 79017 0 0 108597 77341 72206 258144 76535 0 76535 334679 0 0 0 79017 0 334679 0 108597 77341 72206 76535 NONE NONE FIRST CITIZENS BANK CO CHELSEA FRED 2601 4TH STREET SW MASON CITY IA 50401 6414221600 Applications procured and submitted at: www.myfcb.bank/wealth April 30 of each year (may be extended for good cause) Respite care caretakers or students in accredited nursing program COMPREHENSIVE SYSTEMS INC 1700 CLARK STREET CHARLES CITY IA 50616 PC PROVIDE ASSISTANCEIN OFFERING RESPITECARE TO CARETAKERS 20000 MEALS ON WHEELS OF MASON CITY INC PO BOX 58 MASON CITY IA 50401 PC PROVIDE ASSISTANCEIN OFFERING RESPITECARE TO CARETAKERS 3000 BRITNEY BAER CO NIACC 500 COLLEGE DRIVE MASON CITY IA 50401 I USE INACCREDITED NURSING PROGRAM 2900 SALVATION ARMY ADULT DAY HEALTH CENTER 747 VILLAGE GREEN DR SW MASON CITY IA 50401 PC PROVIDE ASSISTANCEIN OFFERING RESPITECARE TO CARETAKERS 23135 NORTH IOWA AREA COMM COLLEGE 500 COLLEGE DRIVE MASON CITY IA 50401 PC FOR SCHOLARSHIPSTO ACCREDITED NURSING STUDENTS 25000 ALIYAH ORTIOLA CO NIACC 500 COLLEGE DRIVE MASON CITY IA 50401 I USE IN ACCREDITED NURSING PROGRAM 2500 76535 0 14 1484 14 54186 55670 55670 8 CAPITAL GAINS/LOSSES ARE REBALANCED WITH FOUNDATION INVESTMENTS false false false false false false false false false false PAPPAJOHN LAW FIRM TAX PREPARATION 600 600 FEDERATED HERMES TOTAL RETURN BOND INST 150000 153522 NEUBERGER BERMAN INCOME FDS STRG INCM INSTL 192766 192578 PIMCO FDS INCOME FD INSTRL 113832 108309 VANGUARD MALVERN FDS CRE BD ADMIRAL 203959 207224 ALLSPRING FUNDS TR CORE PLS INST 247984 247861 JPMORGAN TR II 38074 56740 VANGUARD EQUITY INCOME FD 2205 2246 VANGUARD 500 INDEX ADMIRAL 133494 150840 VANGUARD GROWTH INDEX ADMIRAL 27295 31408 VANGUARD INDEX FDS VALUE INDEX ADMIRAL 2279 2491 VANGUARD MID CAP INDEX ADMIRAL 78740 98016 SEAFARER OVERSEAS GROWTH & INC 19783 20611 VANGUARD EMERGING MKTS STOCK IDX ADM 17209 17640 EXCHANGE TRADED FUNDS - ISHARES (VARIOUS) 168531 248602 MFS SERIES TRUST XVII INTL EQUITY CL I 48490 49237 VANGUARD TOTAL INTL STOCK INDEX ADMIRAL 26019 30113 PAPPAJOHN LAW FIRM LEGAL 750 750 COURT COSTS 10 10 BOOK ADJUSTMENT FOR ADDITIONAL INCREASE 713 FIRST CITIZENS BANK FINANCIAL MANAGEMENT 17933 17933 NI MEDIA GRP PUBLICATION COST 50 50 PRIOR YR TAX DUE 422 422 CURRENT YR ESTIMATES PD 524 524 FOREIGN TAX PAD 240 240