AL A LAKE T W 3CB537000 NORWEST BANK OF DES MOINES NA TTEE: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: AL A LAKE T W 3CB537000 NORWEST BANK OF DES MOINES NA TTEE (EIN 42-6101549)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-05-11
IRS object ID: 202301319349102710
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-11T14:18:30-04:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	420991212	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HOGAN - HANSEN PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1318	AddressLine1Txt
City	MASON CITY	CityNm
State Abbreviation	IA	StateAbbreviationCd
ZIP	504021318	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	426101549	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	AL L LAKE TRUST UNDER WILL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LAKE	BusinessNameControlTxt
Phone	6414232457	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 EAST STATE STREET	AddressLine1Txt
City	MASON CITY	CityNm
State Abbreviation	IA	StateAbbreviationCd
ZIP	50401	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CLEAR LAKE BANK TRUST	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6414232457	PhoneNum
Signature	2023-05-05	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	CLEAR LAKE	PersonFirstNm
Person Last	BANK TRUST	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LAURA MONAGHAN CPA	PreparerPersonNm
PTIN	P01269083	PTIN
Phone	6414230574	PhoneNum
Preparation	2023-05-05	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$154,896	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$17	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$17	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$3,294	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$3,294	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,683	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$8,821	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,683	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$4,994	TotalRevAndExpnssAmt
Total Net Invst Incm	$4,994	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$1,850	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$925	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$925	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$604	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$151	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$453	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$770	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$193	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$577	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$238	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$20	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$10	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$10	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$3,482	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,279	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,965	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$9,875	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$9,875	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$13,357	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,279	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$11,840	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$8,363	ExcessRevenueOverExpensesAmt
Net Investment Income	$3,715	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$135	CashBOYAmt
Sav And Temp Cash Invst BOY	$4,011	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,793	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,793	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$141,828	CorporateStockBOYAmt
Corporate Stock EOY	$135,818	CorporateStockEOYAmt
Corporate Stock EOYFMV	$153,103	CorporateStockEOYFMVAmt
Total Assets BOY	$145,974	TotalAssetsBOYAmt
Total Assets EOY	$137,611	TotalAssetsEOYAmt
Total Assets EOYFMV	$154,896	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$145,974	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$137,611	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$145,974	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$137,611	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$145,974	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$137,611	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$145,974	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$8,363	ExcessRevenueOverExpensesAmt
Subtotal	$137,611	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$137,611	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD TOTAL STOCK MKT IDX ADM	P	2016-08-25	2022-05-05	$4,000	$2,073	$1,927	$1,927
VANGUARD TOTAL BOND MKT INDEX ADM	P	2018-04-30	2022-09-23	$4,170	$4,564	-$394	-$394
VANGUARD TOTAL STOCK MKT IDX ADM	P	2016-08-25	2022-09-23	$71	$42	$29	$29
VANGUARD TOTAL INTL STOCK INDEX FUND	P	2018-01-08	2022-09-21	$63	$76	-$13	-$13
VANGUARD TOTAL STOCK MKT IDX ADM	P	2016-08-25	2022-09-21	$227	$131	$96	$96
VANGUARD TOTAL BOND MKT INDEX ADM	P	2018-04-30	2022-09-21	$232	$252	-$20	-$20

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,683	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$52	InvestmentIncomeExciseTaxAmt
Subtotal	$52	SubtotalAmt
Tax Based On Investment Income	$52	TaxBasedOnInvestmentIncomeAmt
Tax Due	$52	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	IA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	CLEAR LAKE BANK & TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6414232457	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 EAST STATE STREET	AddressLine1Txt
City	MASON CITY	CityNm
State Abbreviation	IA	StateAbbreviationCd
ZIP	50401	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	CLEAR LAKE BANK TRUST	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 EAST STATE STREET	AddressLine1Txt
City	MASON CITY	CityNm
State Abbreviation	IA	StateAbbreviationCd
ZIP	50401	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	1.00	AverageHrsPerWkDevotedToPosRt
Compensation	$1,850	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$174,431	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,970	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$177,401	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$177,401	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,661	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$174,740	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$8,737	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$8,737	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$52	TaxBasedOnInvestmentIncomeAmt
Total Tax	$52	TotalTaxAmt
Distributable Before Adj	$8,685	DistributableBeforeAdjAmt
Distributable Before Ded	$8,685	DistributableBeforeDedAmt
Distributable As Adjusted	$8,685	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$11,840	ExpensesAndContributionsAmt
Qualifying Distributions	$11,840	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$8,685	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$653	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,960	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$2,785	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,759	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$2,053	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$9,210	TotalExcessDistributionCyovAmt
Qualifying Distributions	$11,840	QualifyingDistributionsAmt
Applied To Current Year	$8,685	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$3,155	RemainingDistriFromCorpusAmt
Total Corpus	$12,365	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$653	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$11,712	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,960	ExcessFromYear4Amt
Excess From Year3	$2,785	ExcessFromYear3Amt
Excess From Year2	$1,759	ExcessFromYear2Amt
Excess From Year1	$2,053	ExcessFromYear1Amt
Excess From Current Year	$3,155	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	CLEAR LAKE BANK TRUST ANNE FLYNN	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 EAST STATE ST	AddressLine1Txt
City	MASON CITU	CityNm
State Abbreviation	IA	StateAbbreviationCd
ZIP	50401	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6414232457	RecipientPhoneNum
Form And Info And Materials	COMPLETED APPLICATION	FormAndInfoAndMaterialsTxt
Submission Deadlines	MAY 1	SubmissionDeadlinesTxt
Restrictions On Awards	STUDENTS WHOSE ELEMENTARY EDUCATION WAS ACQUIRED AT LEAST IN PART AT JEFFERSON ELEMENTARY SCHOOL IN MASON CITY, IA.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
TRINITY LUTHERAN CHUCH
213 N PENNSYLVANIA AVE	MASON CITY	IA	50401	NONE	PC	GENERAL DONATION	$4,000
UNITED WAY OF NORTH CENTRAL IOWA
2911 4TH ST SE	MASON CITY	IA	50401	NONE	PC	GENERAL DONATION	$1,000
NATHAN ELSBERNDLUTHER COLLEGE
700 COLLEGE DRIVE	DECORAH	IA	52101	NONE		COLLEGE SCHOLARSHIP	$475
MYAH LEWERKENIACC
500 COLLEGE DRIVE	MASON CITY	IA	50401	NONE		COLLEGE SCHOLARSHIP	$475
BETH DEGRAWIOWA STATE UNIVERSITY
210 BEARDSHEAR HALL	AMES	IA	50011	NONE		COLLEGE SCHOLARSHIP	$975
EMMA GARRETTCENTRAL COLLEGE
812 UNIVERSITY ST	PELLA	IA	50219	NONE		COLLEGE SCHOLARSHIP	$500
BRITTA ELSBERNDLUTHER COLLEGE
700 COLLEGE DRIVE	DECORAH	IA	52101	NONE		COLLEGE SCHOLARSHIP	$975
CONNOR DALENWARTBURG COLLEGE
100 WARTBURG BLVD	WAVERLY	IA	506770903	NONE		COLLEGE SCHOLARSHIP	$975
GRETCHEN GARRETTUNI
1227 W 27TH ST	CEDAR FALLS	IA	50614	NONE		COLLEGE SCHOLARSHIP	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$9,875	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$17	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,294	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,683	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$4,994	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$4,994	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CPA PREPARATION FEE	$650	$163	$487
TAX PREPARATION FEE	$120	$30	$90

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
VANGUARD TOTAL STOCK MKT INDEX	$38,863	$66,534
VANGUARD TOTAL INTERNATIONAL	$21,992	$19,827
VANGUARD TOTAL BOND MTK INDEX ADM	$74,963	$66,742

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	ATTORNEY FEE	CategoryTxt
Legal Fees	$604	LegalFeesAmt
Net Investment Income	$151	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$453	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
COURT COSTS	$20	$10	$10

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	TAX ON INVESTMENT INCOME	CategoryTxt
Amt	$238	Amt

AL A LAKE T W 3CB537000 NORWEST BANK OF DES MOINES NA TTEE: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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