Civic Intelligence

Charles B & Vivian Kelly Charitable

EIN 42-6619852 • Mason City, IA

100 East State StreetMason City, IA 50401
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

3rd percentile

-2148%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

86th percentile

$6,943

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 41.2% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

13th percentile

-69%

Faster revenue growth than 13% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $330,769 (-100%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$0

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Down

$16,849

Down $12,389 (-42%) from 2023

Expenses

Up

$378,709

Up $357,635 (+1697%) from 2023

Net Income

Down

-$361,860

Down $370,024 (-4532%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$400K$300K$200K$100K$0Assets 2012: $309,283Liabilities 2012: $02012Assets 2013: $309,521Liabilities 2013: $02013Assets 2014: $295,324Liabilities 2014: $02014Assets 2015: $301,652Liabilities 2015: $0Net Assets 2015: $301,6522015Assets 2016: $316,468Liabilities 2016: $0Net Assets 2016: $316,4682016Assets 2017: $334,749Liabilities 2017: $0Net Assets 2017: $334,7492017Assets 2018: $324,879Liabilities 2018: $0Net Assets 2018: $324,8792018Assets 2019: $314,110Liabilities 2019: $0Net Assets 2019: $314,1102019Assets 2020: $306,452Liabilities 2020: $0Net Assets 2020: $306,4522020Assets 2021: $318,165Liabilities 2021: $12021Assets 2022: $322,605Liabilities 2022: $0Net Assets 2022: $322,6052022Assets 2023: $330,769Liabilities 2023: $12023Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0
Open 2025 Filing

Operations Trend

Revenue Growth13th percentile

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

$400K$200K$0-$200K-$400KRevenue 2012: $43,142Expenses 2012: $21,378Net Income 2012: $21,7642012Revenue 2013: $11,083Expenses 2013: $8,053Net Income 2013: $3,0302013Revenue 2014: $15,525Expenses 2014: $29,560Net Income 2014: -$14,0352014Revenue 2015: $30,793Expenses 2015: $24,465Net Income 2015: $6,3282015Revenue 2016: $42,530Expenses 2016: $22,749Net Income 2016: $19,7812016Revenue 2017: $40,511Expenses 2017: $22,230Net Income 2017: $18,2812017Revenue 2018: $13,586Expenses 2018: $23,456Net Income 2018: -$9,8702018Revenue 2019: $10,075Expenses 2019: $20,844Net Income 2019: -$10,7692019Revenue 2020: $15,511Expenses 2020: $23,169Net Income 2020: -$7,6582020Revenue 2021: $37,407Expenses 2021: $25,694Net Income 2021: $11,7132021Revenue 2022: $31,348Expenses 2022: $26,908Net Income 2022: $4,4402022Revenue 2023: $29,238Expenses 2023: $21,074Net Income 2023: $8,1642023Revenue 2025: $16,849Expenses 2025: $378,709Net Income 2025: -$361,8602025

Highlighted filing

2025

Revenue$16,849
Expenses$378,709
Net Income-$361,860
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$16,849
Expenses
$378,709
Net income
-$361,860
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.17$3.79$3.62
2023Summary only. Only limited summary data is available for this year.$3.31$0.00$0.29$0.21$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.00$3.23$0.31$0.27$0.04
2021Summary only. Only limited summary data is available for this year.$3.18$0.00$0.37$0.26$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.00$3.06$0.16$0.23$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$3.14$0.10$0.21$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.14$0.23$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.00$3.35$0.41$0.22$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$0.43$0.23$0.20
2015Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.31$0.24$0.06
2014Summary only. Only limited summary data is available for this year.$2.95$0.00$0.16$0.30$0.14
2013Summary only. Only limited summary data is available for this year.$3.10$0.00$0.11$0.08$0.03
2012Summary only. Only limited summary data is available for this year.$3.09$0.00$0.43$0.21$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 10, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,943-$6,943
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOLY FAMILY CATHOLIC CHURCHGENERAL DONATION-MASON CITY, IA, US$120,488
Paid GrantEASTER SEALS SOCIETY OF IOWAGENERAL DONATION-DES MOINES, IA, US$60,244
Paid GrantHOSPICE OF NORTH IOWAGENERAL DONATION-MASON CITY, IA, US$60,244
Paid GrantHABITAT FOR HUMANITY OF NCIGENERAL DONATION-MASON CITY, IA, US$60,244
Paid GrantCOMMUNITY KITCHEN OF NORTH IOWAGENERAL DONATION-MASON CITY, IA, US$60,244
Paid Grant-COLLEGE SCHOLARSHIP-ESTHERVILLE, IA, US$1,032
Paid Grant-COLLEGE SCHOLARSHIP-AMES, IA, US$721
Paid Grant-COLLEGE SCHOLARSHIP-COLLEGEVILLE, MN, US$721
Paid Grant-COLLEGE SCHOLARSHIP-PELLA, IA, US$721
Paid Grant-COLLEGE SCHOLARSHIP-MASON CITY, IA, US$721
Paid Grant-COLLEGE SCHOLARSHIP-CEDAR FALLS, IA, US$721
Paid Grant-COLLEGE SCHOLARSHIP-IOWA CITY, IA, US$720
Paid Grant-SCHOLARSHIP-ATCHISON, KS, US$720
Filing and Contact Details

Filer

Filer Name
Charles B & Vivian Kelly Charitable
EIN
42-6619852
Phone
6414232457
Address
100 EAST STATE STREET, MASON CITY, IA 50401

Signing Officer

Name
Clear Lake Bank Trust
Title
Trustee
Phone
6414232457
Signed
2026-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Hogan - Hansen Pc
Address
200 NORTH ADAMS AVENUE, MASON CITY, IA 50401-1320
Preparer
Laura Monaghan CPA
Phone
6414230574
Raw XML Appendix383 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/Amt01688
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01182
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0LARGE CAP BLEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1LARGE CAP GROWTH INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2LARGE CAP BLEND INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DIVERSIFIED EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CORPORATE BOND MUTUAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5INTERMEDIATE TERM MUTUAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6INFLATION PROTECTED BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7MID CAP BLEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8SMALL CAP BLEND
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt04580
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt010824
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0871
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ACCRUED EXCISE TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0574
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd025
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt016849
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt016849
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01182
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0506
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01688
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt010824
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt04860
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02083
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06943
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0367541
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0367541
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04580
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04580
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-361860
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0773130
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0871
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0871
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0708
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0303
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01011
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt010824
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013363
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0574
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01506
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0374291
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02912
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0378709
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt016275
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt016849
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02912
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0202665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1559641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0206712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1565679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CLEAR LAKE BANK & TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CLEAR LAKE BANK & TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010824
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt04047
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-361860
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0361860
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017311
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017311
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt017311
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017497
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0186
IRS990PF/DistributableAmountGrp/TotalTaxAmt0186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0760
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0574
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0574
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0760
IRS990PF/FinalReturnInd0X
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0361860
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0233
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0343971
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt017656
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0361860
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0361860
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0361860
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0355273
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0105697
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0249576
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05329
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017497
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0349944
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0355273
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0CLEAR LAKE BANK & TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06943
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0100 EAST STATE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MASON CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050401
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0374291
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0374291
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0100 EAST STATE STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MASON CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050401
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CLEAR LAKE BANK & TRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum06414232457
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CONTACT CLEAR LAKE BANK & TRUST, (641)423-2457, FOR APPLICATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ANNE FLYNN CLEAR LAKE BANK TRUST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06414232457
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0100 EAST STATE STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MASON CITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050401
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RECIPIENTS MUST HAVE GRADUATED FROM NEWMAN HIGH SCHOOL IN MASON CITY, IA AND BE ATTENDING COLLEGE FULL-TIME.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt060244
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt160244
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2120488
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt360244
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt460244
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5721
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6721
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8721
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9721
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10721
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5COLLEGE SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6COLLEGE SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7COLLEGE SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8COLLEGE SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9COLLEGE SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10COLLEGE SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11COLLEGE SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EASTER SEALS SOCIETY OF IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HOSPICE OF NORTH IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HOLY FAMILY CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HABITAT FOR HUMANITY OF NCI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4COMMUNITY KITCHEN OF NORTH IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd7NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd8NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd9NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd10NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd11NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd12NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0NATASHA CORNELLISU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1JON ANDERSONST JOHNS UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2RYAN ARMOURIOWA LAKES COMMUNITY CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3LOGAN LURSENCENTRAL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4TYLER BLEILENIAAC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5SOPHIE MALEKUNI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6SIDNEY SQUIERUNIVERSITY OF IOWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7ANDREW FITZSIMMONSBENEDICTINE COLL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 4002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1232 2ND ST SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2722 N ADAMS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3517 1ST ST NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4606 N MONROE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52750 BEARDSHEAR HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62850 ABBEY PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt719 S 7TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8812 UNIVERSITY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9500 COLLEGE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101227 W 27TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt112700 UNIVERSITY CAPITOL C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12102 N 2ND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0PO BOX 4002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1232 2ND ST SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt22750 BEARDSHEAR HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt32850 ABBEY PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt419 S 7TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt5812 UNIVERSITY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt6500 COLLEGE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt71227 2 27TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt82700 UNIVERSITY CAPITOL C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt9102 N 2ND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5AMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6COLLEGEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7ESTHERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8PELLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10CEDAR FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12ATCHISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0503334002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd350401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd450401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd550011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd656321
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd751334
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd850219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd950401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1050614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1152242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1266002
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0367541
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017311
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017311
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04095
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03363
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07065
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04193
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03929
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03929
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0375696
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0356980
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04095
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03363
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07065
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04193
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0374291
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0356980
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0379625
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022645
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FEE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0708
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01011
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0303
LiquidationExplanationStmt/ExplanationTxt0THE TERM OF THIS TRUST HAS EXPIRED, TWENTY-FIVE (25) YEARS HAVEING PASSED SINCE THE DEATH OF VIVIAN LOUISE KELLY. A COPY OF THE COURT ORDER APPROVING THE FINAL REPORT AND ACCOUNTING AND APPLICATION FOR TERMINATION OF TRUST AND DISTRIBUTION OF ASSETS IS ATTACHED TO THIS RETURN. THE REMAINING ASSETS OF THIS TRUST (CASH) HAVE BEEN DISTRIBUTED TO THE FOLLOWING BENEFICIARIES: EASTER SEALS SOCIETY OF IOWA, PO BOX 4002, DES MOINES, IA 50333-4002 - 60,244 CASH HOSPICE OF NORTH IOWA, 232 2ND ST SE, MASON CITY, IA 50401 - 60,244 CASH HOLY FAMILY CATHOLIC CHURCH, 722 N ADAMS AVE, MASON CITY, IA 50401 - 120,488 CASH HABITAT FOR HUMANITY OF NCI, 517 1ST ST NW, MASON CITY, IA 50401 - 60,244 CASH COMMUNITY KITCHEN OF NORTH IOWA, 606 N MONROE AVE, MASON CITY, IA 50401 - 60,244
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COURT COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ACCRUED EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0574
TaxesSchedule/TaxesDetail/Amt01506
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENTS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLEAR LAKE BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06414232457
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES B & VIVIAN KELLY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0426619852
ReturnHeader/Filer/PhoneNum06414232457
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 EAST STATE STREET
ReturnHeader/Filer/USAddress/CityNm0MASON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420991212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOGAN - HANSEN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 NORTH ADAMS AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MASON CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0504011320
ReturnHeader/PreparerPersonGrp/PhoneNum06414230574
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA MONAGHAN CPA
ReturnHeader/ReturnTs02026-02-16T09:03:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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