Civic Intelligence

Walter N Charles Trust Midwestone Bank Trustee

EIN 42-6326753 • 501(c)3 • Iowa City, IA

Profile

Support the american cancer society and the american national red cross

PO Box 1700Iowa City, IA 52244

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$8,124

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

49th percentile

2.9%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

39%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$759,215

Up $21,368 (+2.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$759,215

Up $21,368 (+2.9%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin81st percentile

Revenue

Up

$71,883

Up $20,002 (+39%) from 2023

Expenses

Up

$50,515

Up $978 (+2.0%) from 2023

Net Income

Up

$21,368

Up $19,024 (+812%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $604,653Liabilities 2011: $0Net Assets 2011: $604,6532011Assets 2012: $632,056Liabilities 2012: $0Net Assets 2012: $632,0562012Assets 2013: $670,888Liabilities 2013: $0Net Assets 2013: $670,8882013Assets 2014: $696,432Liabilities 2014: $0Net Assets 2014: $696,4322014Assets 2015: $665,055Liabilities 2015: $0Net Assets 2015: $665,0552015Assets 2016: $633,720Liabilities 2016: $0Net Assets 2016: $633,7202016Assets 2017: $638,957Liabilities 2017: $0Net Assets 2017: $638,9572017Assets 2018: $649,181Liabilities 2018: $0Net Assets 2018: $649,1812018Assets 2019: $728,904Liabilities 2019: $0Net Assets 2019: $728,9042019Assets 2020: $728,208Liabilities 2020: $0Net Assets 2020: $728,2082020Assets 2021: $760,778Liabilities 2021: $0Net Assets 2021: $760,7782021Assets 2022: $735,503Liabilities 2022: $0Net Assets 2022: $735,5032022Assets 2023: $737,847Liabilities 2023: $0Net Assets 2023: $737,8472023Assets 2024: $759,215Liabilities 2024: $0Net Assets 2024: $759,2152024

Highlighted filing

2024

Assets$759,215
Liabilities$0
Net Assets$759,215
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2011: $37,5242011Expenses 2012: $39,6542012Revenue 2013: $78,573Expenses 2013: $39,741Net Income 2013: $38,8322013Revenue 2014: $68,493Expenses 2014: $42,949Net Income 2014: $25,5442014Revenue 2015: $47,721Expenses 2015: $79,098Net Income 2015: -$31,3772015Revenue 2016: $10,650Expenses 2016: $41,985Net Income 2016: -$31,3352016Revenue 2017: $50,258Expenses 2017: $44,411Net Income 2017: $5,8472017Revenue 2018: $58,076Expenses 2018: $47,852Net Income 2018: $10,2242018Revenue 2019: $126,713Expenses 2019: $46,990Net Income 2019: $79,7232019Revenue 2020: $47,091Expenses 2020: $47,787Net Income 2020: -$6962020Revenue 2021: $87,548Expenses 2021: $54,978Net Income 2021: $32,5702021Revenue 2022: $26,541Expenses 2022: $51,816Net Income 2022: -$25,2752022Revenue 2023: $51,881Expenses 2023: $49,537Net Income 2023: $2,3442023Revenue 2024: $71,883Expenses 2024: $50,515Net Income 2024: $21,3682024

Highlighted filing

2024

Revenue$71,883
Expenses$50,515
Net Income$21,368
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$759,215
Liabilities
$0
Net assets
$759,215
Revenue
$71,883
Expenses
$50,515
Net income
$21,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.72$0.51$0.21
2023Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.52$0.50$0.02
2022Detailed filing. Detailed filing data is available for this year.$7.36$0.00$7.36$0.27$0.52$0.25
2021Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$0.88$0.55$0.33
2020Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.47$0.48$0.01
2019Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$1.27$0.47$0.80
2018Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.58$0.48$0.10
2017Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.50$0.44$0.06
2016Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.11$0.42$0.31
2015Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.48$0.79$0.31
2014Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.68$0.43$0.26
2013Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.79$0.40$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.32$0.00$6.32$0.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.05$0.00$6.05$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 17, 2025
Return Version
2024v5.0
Gross Receipts
$265,493
Mission and Program Overview

Mission

Support the american cancer society and the american national red cross.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$737,847$759,215▲ $21,368
Investments in Publicly Traded Securities$705,969$729,033▲ $23,064
Savings and Temporary Cash Investments$31,279$29,874▼ $1,405
Cash and Non-Interest-Bearing Accounts$599$308▼ $291
Total Assets$737,847$759,215▲ $21,368
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$737,847$759,215▲ $21,368
Total Liabilities and Net Assets / Fund Balance$737,847$759,215▲ $21,368
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
Midwestone Bank Sandra Morrow VpTrustee$8,124$8,124
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$71,883
Other Revenue
$0
Change in Net Assets
$21,368
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$41,006
Salaries, Compensation, and Employee Benefits$6,093
Other Expenses$3,416
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$41,006--$41,006
Current Officers, Directors, Trustees, and Key Employees-$6,093-$6,093
Fees for Service Investment Mgmnt Fees-$2,031-$2,031
Fees for Services Accounting-$1,385-$1,385
Total Functional Expenses$41,006$9,509$0$50,515
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Cancer SocietyHagerstown, MD501c3Required Income Dist$20,503
American Red CrossWashington, DC501c3Annual Distribution$20,503
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Draft of form 990 is reviewed by sandra morrow vice president of trust services for midwestone bank, the institutional trustee. A copy of form 990 will also be provided to each of the two beneficiaries this organization supports.”

Form 990, Page 6, Part VI, Line 12C

“Midwestone bank, the institutional trustee, has a conflict of interest policy in place for all entities they manage. All conflicts are monitored thorugh their policies and procedures.”

Form 990, Page 6, Part VI, Line 15A

“Fees for the institutional trustee are computed per fixed schedule applied to all entities they manage. These fees are also approved by the iowa district court and the supported organizations before payment.”

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 district court on an annual basis. These are public records.”

Filing and Contact Details

Filer

Filer Name
Walter N Charles Trust
EIN
42-6326753
Phone
3192485146
Address
PO BOX 1700, IOWA CITY, IA 52244

Signing Officer

Name
Midwestone Bank Sandra Morrow Vp
Title
Trustee
Phone
3192485146
Signed
2025-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Midwestone Bank Sandra Morrow Vp
Formed
1981
Legal Domicile
Ia
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Tdt Cpas and Advisors Pc
Address
317 HIGH AVE E, OSKALOOSA, IA 52577-2823
Preparer
Darcee M Ayers CPA
Phone
6416722523
Raw XML AppendixShowing 400 of 420 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATIONS DICTATE THE INVESTMENT MIX. CHANGE WAS MADE TO 70% EQUITY INVESTMENTS AND 30% FIXED INVESMENTS UNDER THE GUIDANCE OF THE SUPPORTED ORGANIZATIONS. THE SUPPORTED ORGANIZATIONS RECEIVE QUARTERLY INVESTMENT STATEMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0828170
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0765600
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0828170
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0765600
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt012423
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt011484
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0815747
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0754116
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt028551
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt026394
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0828170
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0765600
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt028551
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt026394
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0530196605
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1131788491
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt020503
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt120503
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0AMERICAN RED CROSS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1AMERICAN CANCER SOCIETY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt041006
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt020503
IRS990ScheduleI/RecipientTable/CashGrantAmt120503
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0REQUIRED INCOME DIST
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ANNUAL DISTRIBUTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN CANCER SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN RED CROSS
IRS990ScheduleI/RecipientTable/RecipientEIN0131788491
IRS990ScheduleI/RecipientTable/RecipientEIN1530196605
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 6703
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1431 18TH ST NW
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HAGERSTOWN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1DC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd021741
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd120006
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0DISTRIBUTIONS TO THESE NATIONAL CHARITIES ARE REQUIRED UNDER THE TRUST AGREEMENT WHICH CONTROLS THIS ORGANIZATION. NO FURTHER MONITORING HAS BEEN DEEMED NECESSARY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT OF FORM 990 IS REVIEWED BY SANDRA MORROW VICE PRESIDENT OF TRUST SERVICES FOR MIDWESTONE BANK, THE INSTITUTIONAL TRUSTEE. A COPY OF FORM 990 WILL ALSO BE PROVIDED TO EACH OF THE TWO BENEFICIARIES THIS ORGANIZATION SUPPORTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MIDWESTONE BANK, THE INSTITUTIONAL TRUSTEE, HAS A CONFLICT OF INTEREST POLICY IN PLACE FOR ALL ENTITIES THEY MANAGE. ALL CONFLICTS ARE MONITORED THORUGH THEIR POLICIES AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FEES FOR THE INSTITUTIONAL TRUSTEE ARE COMPUTED PER FIXED SCHEDULE APPLIED TO ALL ENTITIES THEY MANAGE. THESE FEES ARE ALSO APPROVED BY THE IOWA DISTRICT COURT AND THE SUPPORTED ORGANIZATIONS BEFORE PAYMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE INSTITUTIONAL TRUSTEES POLICIES AND PROCEDURES WOULD BE AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS ARE FILED WITH THE IOWA DISTRICT COURT ON AN ANNUAL BASIS. THESE ARE PUBLIC RECORDS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0AMERICAN RED CROSS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1AMERICAN CANCER SOCIETY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0530196605
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1131788491
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0DISASTER R
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CURE CANCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt17
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0431 18TH STREET NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 6703
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1HAGERSTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020006
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd121741
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt020503
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt120503
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AMERICAN RED CROSS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1AMERICAN CANCER SOCIETY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1B
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0737847
IRS990/TotalAssetsEOYAmt0759215
IRS990/TotalAssetsGrp/BOYAmt0737847
IRS990/TotalAssetsGrp/EOYAmt0759215
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09509
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt041006
IRS990/TotalFunctionalExpensesGrp/TotalAmt050515
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0737847
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0759215
IRS990/TotalProgramServiceExpensesAmt041006
IRS990/TotalReportableCompFromOrgAmt08124
IRS990/TotalRevenueGrp/ExclusionAmt071883
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt071883
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0737847
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0759215
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0102 SOUTH CLINTON STREET
IRS990/USAddress/CityNm0IOWA CITY
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052240
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIDWESTONE BANK SANDRA MORROW VP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03192485146
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER N CHARLES TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0426326753

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