Marek Trust Fund

990PF • Fiscal year 2024 • EIN 42-6397123

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 01, 2025

Organization Profile

PO Box 146Muscatine, IA 52761

(563) 263-3131

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

-39%

Higher net margin than 14% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

$2,187

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 24.1% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

-1.9%

Faster asset growth than 44% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

105%

Faster revenue growth than 90% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets61st percentile

Assets

Down

$182,367

Down $3,553 (-1.9%) from 2023

Net Assets

$182,367

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2023

Revenue And Expenses

Liabilities / Revenue62nd percentile Net Margin14th percentile

Revenue

$9,072

Up $4,657 (+105%) from 2023

Expenses

$12,650

Up $666 (+5.6%) from 2023

Net Income

-$3,578

Up $3,991 (+53%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2024

Assets$182,367

Liabilities$0

Net Assets$182,367

Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2024

Revenue$9,072

Expenses$12,650

Net Income-$3,578

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Mar 1, 2025
Return Version: 2024v5.0

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CBI BANK TRUST	Trustee	-	$2,187	-	$2,187
MARK E SCHNEIDER	Trustee	-	$0	-	-
ERIK BUCHHOLZ	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Marek Trust Fund
EIN: 42-6397123
Phone: 5632633131
Address: PO BOX 146, MUSCATINE, IA 52761

Signing Officer

Name: Cbi Bank Trust
Title: Trustee
Signed: 2025-03-01

Preparer

Firm: Npl Tax and Accounting LLC
Address: 615 CEDAR ST STE 101, MUSCATINE, IA 52761
Preparer: David Chanez
Phone: 5632634000

Raw XML Appendix336 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.

Path	#	Value
AccountingFeesSchedule/AccountingFeesDetail/Amt	0	1103
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	1103
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	0	2024-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	1	2023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	SHORT TERM CAP GAINS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	LONG TERM CAP GAINS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	4298
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	50472
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	4314
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	52658
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	1	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	0	2024-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	1	2024-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	16
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	2186
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	BAIRD AGGREGATE BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	1	DODGE & COX
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	2	FEDERATED HIGH YIELD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	3	FEDERATED TOTAL RETURN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	4	T ROWE PRICE FLOATING RATE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	5	VANGUARD INTERMEDIATE TERM BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	6	VANGUARD SHORT TERM INV GRADE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	7	VANGUARD SHORT TERM TREASURY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	8	VANGUARD SHORT TERM INF PROTECTED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	9	VANGUARD INFLATION PROTECTED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	5864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	20843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	8803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	5567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	19908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	5	6450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	8862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	33852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	10498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	6883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	4	20091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	5	8813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	FIDELITY ADVISOR GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	FIDELITY CONTRAFUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	HOOD RIVER SMALL CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	JP MORGAN US VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	VANGUARD 500 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	5	VANGUARD DIV APPRECIATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	6	VANGUARD GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	7	VANGUARD INTERNATIONAL GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	8	VANGUARD INTERNATIONAL VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	9	VANGUARD SMALL CAP IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	10	VANGUARY TOTAL INTERNATIONAL STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	11	VANGUARD DEVELOPED MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	12	VANGUARD GROWTH INDES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	20000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	25000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	20000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	25000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	20000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	DISCOVER BANK CD 4.7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	GOLDMAN SACHS CD 2.75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	GREENSTATE CD 5%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	SPACE COAST CD 5.45%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	SYNCHRONY BANK CD 2%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	UTAH 1ST FCU CD 4.55%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	20212
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	24864
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	20441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	25483
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	20130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	4	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	5	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	1851
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	108
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	1
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	2202
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	4911
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	RETURN OF GRANT
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	6870
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	2202
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	9072
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	1103
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	1103
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	6705
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	108
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	2187
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	7200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	7200
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	1851
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-3578
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	57080
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	4911
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	4911
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	1963
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	1963
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	2310
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	140
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	57
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	9905
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	110000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	111130
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	86612
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	3046
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	CBI BANK TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MARK E SCHNEIDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	ERIK BUCHHOLZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	313 SOUTH 4TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	MUSCATINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	WELLMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	WASHINGTON
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	CBI BANK TRUST
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	301 IOWA AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	MUSCATINE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	52761
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5632633131
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	MUST BE WRITTEN AND INCLUDE: A) PAST ACADEMIC PERFORMANCE B) COLLEGE APTITUDE TEST SCORES C) RECOMMENDATIONS FROM INSTRUCTORS D) FINANCIAL NEED THE COMMITTEE WILL INTERVIEW APPLICANTS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	IOWA MENNONITE SCHOLARSHIP COMM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	3196462475
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	1421 540TH ST SW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	KALONA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	52247
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	APPLICANTS MUST BE GRADUATING SENIORS AND MUST BE IN PURSUIT OF A DEGREE IN MEDICALLY, AGRICULTURALLY OR SOCIALLY RELATED FIELDS THAT WOULD BENEFIT HUMANITY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	MAY 6
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	2400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	2400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	2400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	SHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	ADA KENDALLUNIVERSITY OF IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	KACMARYNSKIUNIVERSITY OF IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	SCHMIDTCREIGHTON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2700 UCC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	2700 UCC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	2500 CALIFORNIA PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	OMAHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	52242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	52242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	68178
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	7200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1824
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	8582
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	9905
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	10406
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	8081
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	8582
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	WASHINGTON LAW OFFICE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	1963
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	1963
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	TAX FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	40
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	25
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ADJUSTMENT
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	57
TaxesSchedule/TaxesDetail/Amt	0	57
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	57
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CBI BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MAREK TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	MARE
ReturnHeader/Filer/EIN	0	426397123
ReturnHeader/Filer/PhoneNum	0	5632633131
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 146
ReturnHeader/Filer/USAddress/CityNm	0	MUSCATINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IA
ReturnHeader/Filer/USAddress/ZIPCd	0	52761
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	461521176
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	NPL TAX AND ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	615 CEDAR ST STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MUSCATINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	52761
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5632634000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DAVID CHANEZ
ReturnHeader/ReturnTs	0	2025-03-13T14:40:25-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $182,367
Liabilities: $0
Net assets: $182,367
Revenue: $9,072
Expenses: $12,650
Net income: -$3,578

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.82	$0.00	$1.82	$0.09	$0.13	$0.04
2023Summary only. Only limited summary data is available for this year.	$1.86	$0.00		$0.04	$0.12	$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.93	$0.00	$1.93	$0.04	$0.10	$0.06
2021Summary only. Only limited summary data is available for this year.	$2.00	$0.00		$0.08	$0.11	$0.02
2020Summary only. Only limited summary data is available for this year.	$2.02	$0.00		$0.12	$0.11	$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.01	$0.00	$2.01	$0.14	$0.11	$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.98	$0.00	$1.98	$0.06	$0.10	$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.02	$0.00	$2.02	$0.08	$0.11	$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.05	$0.00	$2.05	$0.06	$0.08	$0.02
2015Summary only. Only limited summary data is available for this year.	$2.07	$0.00		$0.12	$0.13	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$2.08	$0.00	$2.08	$0.07	$0.08	$0.01
2013Summary only. Only limited summary data is available for this year.	$2.10	$0.00		$0.06	$0.07	$0.00
2012Summary only. Only limited summary data is available for this year.	$2.10	$0.00		$0.09	$0.10	$0.01
2011Summary only. Only limited summary data is available for this year.	$2.11	$0.00		$0.20	$0.09	$0.29