Civic Intelligence
Officer

IOWA STATE BANK

17 organizations • 106 returns • Latest tax year 2025

TrusteeCo Trustee
Name Match Caveat

This page groups activity by normalized name only. It may combine different people who share the same name.

Organizations

17

Returns

106

Total Compensation

$829,612

Total Benefits

$175,017

Organizations

OrganizationEINReturnsLatest YearLatest TitleCompensation
Richard Morton & Ruth Bailey Root Charitable Tr Fd39-6779747122024Trustee$333,826
Helen Holt Charitable Trust Co Iowa State Bank26-6114598162025Trustee$252,060
Highland Perpetual Maintenance Tr 012000654300-01200065440042-608328092024Trustee$86,084
Highland Perpetual Maintenance Society 76 01 100 063290042-606474392024Trustee$77,805
Dorothy M Hess Memorial Trust Co John a Gerken Co-Trustee42-657555832024Trustee$17,262
Rex R Cook Charitable Tr47-677672752025Trustee$14,758
Harland and Genevieve Emerson Foundation42-654370022024Co Trustee$14,582
Hildred Bf Elson Marital Trust FBO West Des Moines Methodist Church42-6603517162025Trustee$11,916
Alice Conner Trust Iowa State Bank 42-0335294 Trustee42-643016042024Trustee$10,737
Dora L Mahanay Educational Trust42-609171232024Trustee$6,426
Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 064870042-606474492024Trustee$4,156
Bernice E Peterson Scholarship Trust47-720449132024Trustee$0
Jensen Scholarship Fund42-606499932024Trustee$0
Joseph J Sinek Scholarship Trust42-633648132024Trustee$0
Louis J Elbert Trust42-130119832024Trustee$0
Marvin M Jorgensen Charitable Trust87-696918132024Trustee$0
Phyllis P Stockdale Memorial Scholarship35-676728632024Trustee$0

Returns

Tax YearOrganizationTypeTitleHours / WeekCompensationBenefitsReturn
2025Helen Holt Charitable Trust Co Iowa State Bank990PFTrustee1$18,750-View return
2025Rex R Cook Charitable Tr990PFTrustee1$2,000-View return
2025Hildred Bf Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$1,049-View return
2024Richard Morton & Ruth Bailey Root Charitable Tr Fd990PFTrustee7$30,929-View return
2024Helen Holt Charitable Trust Co Iowa State Bank990PFTrustee1$18,375-View return
2024Highland Perpetual Maintenance Tr 012000654300-012000654400990Trustee1$10,783$0View return
2024Highland Perpetual Maintenance Society 76 01 100 0632900990Trustee1$9,863$0View return
2024Dorothy M Hess Memorial Trust Co John a Gerken Co-Trustee990Trustee1$8,980$0View return
2024Harland and Genevieve Emerson Foundation990PFCo Trustee0$7,592$0View return
2024Dora L Mahanay Educational Trust990PFTrustee1$3,187-View return
2024Rex R Cook Charitable Tr990PFTrustee1$3,105-View return
2024Alice Conner Trust Iowa State Bank 42-0335294 Trustee990PFTrustee1$2,393-View return
2024Hildred Bf Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$1,065-View return
2024Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 0648700990Trustee1$493$0View return
2024Marvin M Jorgensen Charitable Trust990Trustee0$0$0View return
2024Bernice E Peterson Scholarship Trust990PFTrustee1.15$0-View return
2024Jensen Scholarship Fund990PFTrustee0.5$0-View return
2024Louis J Elbert Trust990PFTrustee1.15$0-View return
2024Phyllis P Stockdale Memorial Scholarship990PFTrustee0.5$0-View return
2024Joseph J Sinek Scholarship Trust990PFTrustee1.15$0-View return
2023Richard Morton & Ruth Bailey Root Charitable Tr Fd990PFTrustee7$28,296-View return
2023Helen Holt Charitable Trust Co Iowa State Bank990PFTrustee1$17,416-View return
2023Highland Perpetual Maintenance Tr 012000654300-012000654400990Trustee1$10,020$0View return
2023Highland Perpetual Maintenance Society 76 01 100 0632900990Trustee1$9,339$0View return
2023Dorothy M Hess Memorial Trust Co John a Gerken Co-Trustee990Trustee1$8,282$0View return
2023Harland and Genevieve Emerson Foundation990PFCo Trustee0$6,990$0View return
2023Dora L Mahanay Educational Trust990PFTrustee1$3,239-View return
2023Alice Conner Trust Iowa State Bank 42-0335294 Trustee990PFTrustee1$2,407-View return
2023Rex R Cook Charitable Tr990PFTrustee1$2,398-View return
2023Hildred Bf Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$882-View return
2023Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 0648700990Trustee1$421$0View return
2023Jensen Scholarship Fund990PFTrustee0.5$0-View return
2023Bernice E Peterson Scholarship Trust990PFTrustee1.15$0-View return
2023Phyllis P Stockdale Memorial Scholarship990PFTrustee0.5$0-View return
2023Joseph J Sinek Scholarship Trust990PFTrustee1.15$0-View return
2023Marvin M Jorgensen Charitable Trust990Trustee0$0$0View return
2023Louis J Elbert Trust990PFTrustee1.15$0-View return
2022Richard Morton & Ruth Bailey Root Charitable Tr Fd990PFTrustee7$34,165-View return
2022Helen Holt Charitable Trust Co Iowa State Bank990PFTrustee1$18,041-View return
2022Highland Perpetual Maintenance Tr 012000654300-012000654400990Trustee1$9,863$0View return
2022Highland Perpetual Maintenance Society 76 01 100 0632900990Trustee1$9,382$0View return
2022Rex R Cook Charitable Tr990PFTrustee1$3,171-View return
2022Alice Conner Trust Iowa State Bank 42-0335294 Trustee990PFTrustee1$3,010-View return
2022Hildred Bf Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$912-View return
2022Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 0648700990Trustee1$437$0View return
2022Dora L Mahanay Educational Trust990PFTrustee0$0-View return
2022Phyllis P Stockdale Memorial Scholarship990PFTrustee0.5$0-View return
2022Jensen Scholarship Fund990PFTrustee0.5$0-View return
2022Dorothy M Hess Memorial Trust Co John a Gerken Co-Trustee990Trustee1$0$0View return
2022Marvin M Jorgensen Charitable Trust990Trustee0$0$0View return
2022Louis J Elbert Trust990PFTrustee1.15$0-View return
2022Bernice E Peterson Scholarship Trust990PFTrustee1.15$0-View return
2022Joseph J Sinek Scholarship Trust990PFTrustee1.15$0-View return
2021Richard Morton & Ruth Bailey Root Charitable Tr Fd990PFTrustee7$30,815-View return
2021Helen Holt Charitable Trust Co Iowa State Bank990PFTrustee1$18,889-View return
2021Highland Perpetual Maintenance Tr 012000654300-012000654400990Trustee1$10,118$0View return
2021Highland Perpetual Maintenance Society 76 01 100 0632900990Trustee1$9,352$0View return
2021Rex R Cook Charitable Tr990PFTrustee1$4,084-View return
2021Alice Conner Trust Iowa State Bank 42-0335294 Trustee990PFTrustee1$2,927-View return
2021Hildred Bf Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$958-View return
2021Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 0648700990Trustee1$465$0View return
2020Richard Morton & Ruth Bailey Root Charitable Tr Fd990PFTrustee7$29,057-View return
2020Helen Holt Charitable Trust Co Iowa State Bank990PFTrustee1$17,117-View return
2020Highland Perpetual Maintenance Tr 012000654300-012000654400990Trustee1$9,475$9,067View return
2020Highland Perpetual Maintenance Society 76 01 100 0632900990Trustee1$8,632$9,910View return
2020Hildred Bf Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$857-View return
2020Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 0648700990Trustee1$435$18,107View return
2019Richard Morton & Ruth Bailey Root Charitable Tr Fd990PFTrustee7$26,273-View return
2019Helen Holt Charitable Trust Co Iowa State Bank990PFTrustee1$17,282-View return
2019Highland Perpetual Maintenance Tr 012000654300-012000654400990Trustee1$9,401$8,857View return
2019Highland Perpetual Maintenance Society 76 01 100 0632900990Trustee1$8,423$9,835View return
2019Hildred Bf Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$864-View return
2019Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 0648700990Trustee1$434$17,824View return
2018Richard Morton & Ruth Bailey Root Charitable Tr Fd990PFTrustee7$28,112-View return
2018Helen Holt Charitable Trust Co Iowa State Bank990PFTrustee1$17,500-View return
2018Highland Perpetual Maintenance Tr 012000654300-012000654400990Trustee1$9,201$8,479View return
2018Highland Perpetual Maintenance Society 76 01 100 0632900990Trustee1$8,035$9,645View return
2018Hildred Bf Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$910-View return
2018Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 0648700990Trustee1$444$17,236View return
2017Richard Morton & Ruth Bailey Root Charitable Tr Fd990PFTrustee7$26,808-View return
2017Helen Holt Charitable Trust Co Iowa State Bank990PFTrustee1$17,235-View return
2017Highland Perpetual Maintenance Tr 012000654300-012000654400990Trustee1$9,109$8,279View return
2017Highland Perpetual Maintenance Society 76 01 100 0632900990Trustee1$7,814$9,574View return
2017Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 0648700990Trustee1$465$16,922View return
2017Hildred Bf Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$0-View return
2016Richard Morton & Ruth Bailey Root Charitable Tr Fd990PFTrustee7$26,517$0View return
2016Helen Holt Charitable Trust Co Iowa State Bank990PFTrustee1$0$0View return
2016Hildred Bf Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$0$0View return
2015Richard Morton & Ruth Bailey Root Charitable Tr Fd990PFTrustee7$27,506$0View return
2015Helen Holt Charitable Trust Co Iowa State Bank990PFTrustee1$16,077$0View return
2015Hildred Bf Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$832$0View return
2014Richard Morton & Ruth Bailey Root Charitable Tr Fd990PFTrustee7$23,862$0View return
2014Helen Holt Charitable Trust Co Iowa State Bank990PFTrustee1$16,434$0View return
2014Hildred Bf Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$805$0View return
2013Richard Morton & Ruth Bailey Root Charitable Tr Fd990PFTrustee7$21,486$0View return
2013Helen Holt Charitable Trust Co Iowa State Bank990PFTrustee1$15,762$0View return
2013Highland Perpetual Maintenance Tr 012000654300-012000654400990Trustee1$8,114$7,527View return
2013Highland Perpetual Maintenance Society 76 01 100 0632900990Trustee1$6,965$8,676View return
2013Hildred Bf Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$748$0View return
2013Highland Perpetual Maintenance Soc Inc. 76 01 100 0633000 & 0648700990Trustee1$562$15,079View return
2012Helen Holt Charitable Trust Co Iowa State Bank990PFTrustee1$14,900$0View return
2012Hildred Bf Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$697$0View return
2011Helen Holt Charitable Trust Co Iowa State Bank990PFTrustee1$14,482$0View return
2011Hildred Bf Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$695$0View return
2010Helen Holt Charitable Trust Co Iowa State Bank990PFTrustee1$13,800$0View return
2010Hildred Bf Elson Marital Trust FBO West Des Moines Methodist Church990PFTrustee1$642$0View return