2025-11-06T11:51:47-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-01-01 823046849 CSB FOUNDATION CSBF 5159811240 1225 COLONIAL PARKWAY NORWALK IA 50211 NATHANIEL TAGTOW PRESIDENT 5159811240 2025-11-06 1 1 ANN NEIL P01817922 6123764500 2025-11-06 2024 2025-03-06 01:10:19Z NATHANIEL TAGTOW 1225 COLONIAL PARKWAY NORWALK IA 50211 1403031 0 X N/A X 2017 IA PROMOTING PHILANTHROPY BY 1) SUPPORTING NONPROFIT ORGANIZATIONS; 2) MAKING GRANTS TO QUALIFIED NONPROFITS; 3) HOLDING AND INVESTING FUNDS FOR THE BENEFIT OF NONPROFIT ORGANIZATIONS INCLUDING DONOR ADVISED FUNDS; 4) GENERAL EDUCATION TO THE PUBLIC ABOUT CHARITABLE GIVING AND ESTATE PLANNING. 11 11 0 11 0 0 560990 213711 0 0 354668 692403 0 0 915658 906114 140683 693487 0 0 0 0 0 0 0 12792 12529 153475 706016 762183 200098 3513009 2261394 0 0 3513009 2261394 X PROMOTING PHILANTHROPY BY 1) SUPPORTING NONPROFIT ORGANIZATIONS; 2) MAKING GRANTS TO QUALIFIED NONPROFITS; 3) HOLDING AND INVESTING FUNDS FOR THE BENEFIT OF NONPROFIT ORGANIZATIONS INCLUDING DONOR ADVISED FUNDS; 4) GENERAL EDUCATION TO THE PUBLIC ABOUT CHARITABLE GIVING AND ESTATE PLANNING. 0 0 693487 693487 0 PROMOTING PHILANTHROPY BY 1) SUPPORTING NONPROFIT ORGANIZATIONS; 2) MAKING GRANTS TO QUALIFIED NONPROFITS; 3) HOLDING AND INVESTING FUNDS FOR THE BENEFIT OF NONPROFIT ORGANIZATIONS INCLUDING DONOR ADVISED FUNDS; 4) GENERAL EDUCATION TO THE PUBLIC ABOUT CHARITABLE GIVING AND ESTATE PLANNING. 693487 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X NATHANIEL TAGTOW 5159811240 1225 COLONIAL PARKWAY NORWALK IA 50211 X NATHANIEL TAGTOW PRESIDENT 1.00 X X 0 0 0 GEORGE MEINECKE VICE PRESIDENT 1.00 X X 0 0 0 DAVID ALBRECHT TREASURER 1.00 X X 0 0 0 CHAD STEVENS SECRETARY 1.00 X X 0 0 0 STEVEN ALBRECHT DIRECTOR 1.00 X 0 0 0 RICHARD ALBRECHT DIRECTOR 1.00 X 0 0 0 JOHN GHRIST DIRECTOR 1.00 X 0 0 0 KEN PETERSEN DIRECTOR 1.00 X 0 0 0 SCOTT GRIESE DIRECTOR 1.00 X 0 0 0 WADE LAWRENCE DIRECTOR 1.00 X 0 0 0 CHARLIE OCHANPAUGH DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 213711 202211 213711 68055 68055 1121265 496917 624348 624348 624348 906114 0 0 692403 693487 693487 12529 12529 706016 693487 12529 0 3513009 2261394 3513009 2261394 0 0 X 0 0 0 0 3513009 2261394 3513009 2261394 3513009 2261394 200098 -1451713 0 X 0 0 0 X 293000 651634 790312 560990 213711 2509647 293000 651634 790312 560990 213711 2509647 2124870 384777 6506 14993 35032 53487 68055 178073 2687720 0.14320 0.14550 X THE ORGANIZATION MEETS THE 10% FACTS AND CIRCUMSTANCES TEST IN THE FOLLOWING WAYS. THE BOARD REPRESENTS A WIDE PART OF THE COMMUNITY - THERE ARE 12 INDIVIDUALS ON THE BOARD FROM A SMALL TOWN. THE ORGANIZATION IS ACTIVELY TRYING TO GET NEW DONORS BY ACTIVELY ADVERTISING THE PROGRAM TO THE CITY STATE BANK CUSTOMERS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10 2 202211 11500 693352 135 2190727 70667 1 1 0 1 NEW LIFE LUTHERAN CHURCH 4380 WAKONDA DR NORWALK IA 50211 710893923 501(C)(3) 12000 0 N/A N/A CONITNUING OPERATIONS OF THE ORGANIZATION IOWA STATE UNIVERSITY FOUNDATION 2505 UNIVERSITY BLVD AMES IA 50010 421143702 501(C)(3) 10000 0 N/A N/A CONTINUING OPERATIONS OF THE ORGANIZATION DES MOINES PERFORMING ARTS 221 WALNUT ST DES MOINES IA 50309 510138181 501(C)(3) 20000 0 N/A N/A CONTINUING OPERATIONS OF THE ORGANIZATION IOWA CATHOLIC RADIO FOUNDATION 601 GRAND AVE DES MOINES IA 50309 821207492 501(C)(3) 21667 0 N/A N/A CONTINUING OPERATIONS OF THE ORGANIZATION CITY OF MOUNT AYR 200 SOUTH TAYLOR MOUNT AYR IA 50854 GOV 400000 0 N/A N/A CONTINUING OPERATIONS OF THE ORGANIZATION CLAY ELEMENTARY SCHOOL PTO 3200 1ST AVE S ALTOONA PA 50009 371549278 501(C)(3) 15000 0 N/A N/A CONTINUING OPERATIONS OF THE ORGANIZATION MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC 8910 PURDUE RD 500 INDIANAPOLIS IN 46268 527082731 501(C)(3) 109910 0 N/A N/A CONTINUING OPERATIONS OF THE ORGANIZATION PRINCESS THEATER TROUPE INC 101 W MONROE ST MOUNT AYR IA 50854 202163164 501(C)(3) 55000 0 N/A N/A CONTINUING OPERATIONS OF THE ORGANIZATION RINGGOLD COUNTY FAIR ASSOCIATION PO BOX 335 MOUNT AYR IA 50854 426076421 501(C)(3) 30000 0 N/A N/A CONTINUING OPERATIONS OF THE ORGANIZATION 9 0 PART I, LINE 2: AN ORGANIZATION INTERESTED IN RECEIVING A GRANT WILL FILL OUT A REQUEST FORM AND SUBMIT TO THE CSB FOUNDATION. THE BOARD WILL REVIEW THE REQUEST, VERIFY THE TAX-EXEMPT STATUS OF THE ORGANIZATION, AND VOTE ON APPROVAL OF THE GRANT REQUEST. RECORDS ARE KEPT OF THIS PROCESS AND APPROVAL OF GRANTS PAID OUT. X 6 202211 COST BASIS 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS BEING REPORTED. FORM 990, PART VI, SECTION A, LINE 2 THE BOARD IS MADE UP OF EMPLOYEES OF CITY STATE BANK, WHICH PROVIDES THE INVESTMENT MANAGEMENT SERVICES FOR CSB FOUNDATION. ALSO, THE FOLLOWING BOARD MEMBERS HAVE A FAMILY RELATIONSHIP: DAVID ALBRECHT, RICHARD ALBRECHT, AND STEVE ALBRECHT. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 RETURN IS REVIEWED BY THE BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH INDIVIDUAL WITH A POTENTIAL CONFLICT SHALL DISCLOSE TO THE BOARD ALL MATERIAL FACTS REGARDING THEIR INTEREST IN THE TRANSACTION, PROMPTLY UPON LEARNING OF THE PROPOSED TRANSACTION. THE INDIVIDUAL WITH A POTENTIAL CONFLICT SHALL NOT BE PRESENT DURING THE BOARDS DISCUSSION AND DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS. THE INDIVIDUAL WITH A CONFLICT MAY PRESENT AND ANSWER QUESTIONS REGARDING THE POTENTIAL CONFLICT BUT SHALL ABSTAIN FROM THE DELIBERATION AND VOTE ON THE TRANSACTION. THE MINUTES OF ANY MEETING OF THE BOARD PURSUANT TO THE CONFLICT OF INTEREST POLICY SHALL CONTAIN THE NAME OF EACH INDIVIDUAL WHO DISCLOSED OR WAS OTHERWISE DETERMINED TO HAVE AN INTEREST IN THE TRANSACTION, THE NATURE OF THE INTEREST AND WHETHER IT WAS DETERMINED TO CONSTITUTE A CONFLICT OF INTEREST. ANNUALLY, EACH DIRECTOR, CORPORATE OFFICER, TOP MANAGEMENT OFFICIAL, TOP FINANCIAL OFFICIAL AND EACH KEY EMPLOYEE OF THE ORGANIZATION SHALL ANNUALLY SIGN A STATEMENT THAT THE RECEIVED THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTOOD THE POLICY, AND DISCLOSES ANY POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIALS STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.