Civic Intelligence

The Chester Johnson Charitable Trust

990PF • Fiscal year 2013 • EIN 41-1754292

Jul 01, 2012 to Jun 30, 2013 • Filed on Jul 19, 2013

1358 Lisa Lane56115
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,656,460

Flat from 2013

Net Assets

$1,656,460

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$68,839

Flat from 2013

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,559,148Liabilities 2010: $0Net Assets 2010: $1,559,1482010Assets 2011: $1,553,145Liabilities 2011: $0Net Assets 2011: $1,553,1452011Assets 2012: $1,561,423Liabilities 2012: $0Net Assets 2012: $1,561,4232012Assets 2013: $1,656,460Liabilities 2013: $0Net Assets 2013: $1,656,4602013Assets 2013: $1,656,460Liabilities 2013: $12013Assets 2014: $1,609,362Liabilities 2014: $0Net Assets 2014: $1,609,3622014Assets 2015: $1,641,597Liabilities 2015: $0Net Assets 2015: $1,641,5972015Assets 2016: $1,622,400Liabilities 2016: $0Net Assets 2016: $1,622,4002016Assets 2017: $1,613,252Liabilities 2017: $0Net Assets 2017: $1,613,2522017Assets 2018: $1,627,412Liabilities 2018: $0Net Assets 2018: $1,627,4122018Assets 2019: $1,628,417Liabilities 2019: $0Net Assets 2019: $1,628,4172019Assets 2020: $1,639,250Liabilities 2020: $12020Assets 2021: $1,604,471Liabilities 2021: $0Net Assets 2021: $1,604,4712021Assets 2022: $1,604,223Liabilities 2022: $0Net Assets 2022: $1,604,2232022Assets 2023: $1,522,194Liabilities 2023: $0Net Assets 2023: $1,522,1942023Assets 2024: $1,531,460Liabilities 2024: $12024Assets 2025: $1,595,924Liabilities 2025: $0Net Assets 2025: $1,595,9242025

Highlighted filing

2013

Assets$1,656,460
Liabilities$0
Net Assets$1,656,460

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $77,6112010Expenses 2011: $61,8862011Expenses 2012: $60,8732012Expenses 2013: $68,8392013Revenue 2013: $163,876Expenses 2013: $68,839Net Income 2013: $95,0372013Revenue 2014: $87,700Expenses 2014: $134,798Net Income 2014: -$47,0982014Revenue 2015: $102,773Expenses 2015: $70,538Net Income 2015: $32,2352015Revenue 2016: $66,972Expenses 2016: $86,169Net Income 2016: -$19,1972016Revenue 2017: $94,745Expenses 2017: $103,893Net Income 2017: -$9,1482017Revenue 2018: $117,420Expenses 2018: $103,260Net Income 2018: $14,1602018Revenue 2019: $108,693Expenses 2019: $107,688Net Income 2019: $1,0052019Revenue 2020: $123,845Expenses 2020: $113,012Net Income 2020: $10,8332020Revenue 2021: $74,083Expenses 2021: $108,862Net Income 2021: -$34,7792021Revenue 2022: $117,423Expenses 2022: $117,671Net Income 2022: -$2482022Revenue 2023: $77,098Expenses 2023: $159,127Net Income 2023: -$82,0292023Revenue 2024: $91,472Expenses 2024: $82,206Net Income 2024: $9,2662024Revenue 2025: $178,992Expenses 2025: $114,528Net Income 2025: $64,4642025

Highlighted filing

2013

Revenue-
Expenses$68,839
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jul 19, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE STAFNETrustee-$6,000-$6,000
CURTIS PETERSONTrustee-$6,000-$6,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTRACY PUBLIC SCHOOLSOPERATING COSTS FOR PRE SCHOOL ACTIVITIESPUBLICTRACY, MN, US$15,494
Paid GrantCITY OF BALATONPARK AND RECREATIONPUBLICBALATON, MN, US$15,000
Paid GrantTRACY PUBLIC SCHOOLSVAN FOR PRE SCHOOL ACTIVITIESPUBLICTRACY, MN, US$7,637
Paid GrantSILLERUD LUTHERAN CHURCHCAPITAL IMPROVEMENTPUBLICBALATON, MN, US$5,000
Paid GrantTRACY WRESTLING CLUBYOUTH ACTIVITIESPUBLICTRACY, MN, US$5,000
Paid GrantTRINITY LUTHERAN CHURCHRELIGIOUS AND YOUTH ACTIVITIESPUBLICWALNUT GROVE, MN, US$3,000
Paid GrantBALATON HISTORICAL SOCIETYLOCAL CIVICPUBLICBALATON, MN, US$1,000
Paid GrantEARLE RAY POST 173CIVICPUBLICTRACY, MN, US$750
Paid GrantTRACY AREA ANIMAL RESCUEDONATION TO ANIMAL RESCUEPUBLICTRACY, MN, US$500
Filing and Contact Details

Filer

EIN
41-1754292
Raw XML AppendixShowing 400 of 561 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.

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AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV226853
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BEAR STEARNS COS INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1AT&T INC GLOBAL BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2HARTFORD FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue017357
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18EMERSON ELECTRIC CO
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20ZOETIS INCORPOATED
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22013-02-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32013-02-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42013-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52013-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62013-03-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0REDEMPTION- PRUDENTIAL FINL INTERNOTES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1REDEMPTION- GE CAPITAL INTERNOTES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2REDEMPTION- GE CAPITAL INTERNOTES 8/16/2004
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3REDEMPTION- GE CAPITAL INTERNOTES 8/17/09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4SALE OF 200 SHARES OF ECOLAB INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5SALE OF 1,464 SHARES OF ECOLAB INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6SALE OF 282 SHARES ELI LILLY & CO
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IRS990PF/DistributableAmount/DistributableAmountBeforeDed087582
IRS990PF/DistributableAmount/MinimumInvestmentReturn090796
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome03214
IRS990PF/DistributableAmount/TotalTax03214
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0640
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax03214
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment010
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal03214
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome03214
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue02584
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0640
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01938428
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01843565
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances043136
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01800429
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable027653
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn090796
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01815912
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01843565
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation06000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation16000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0LEE STAFNE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1CURTIS PETERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101358 LISA LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111648 110TH STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BALATON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1BALATON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode056115
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode156115
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct095335
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets093728
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.051615
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.033104
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.072412
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.046495
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.061487
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.044575
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01815912
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101661281
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201674782
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301552761
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401466251
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501840262
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01607
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions064381
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1054995
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20121275
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3072196
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4090155
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5082030
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.258073
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions064381
IRS990PF/QualifyingDistributions/ExpensesAndContributions064381
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions064381
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0LEE STAFNE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05077345531
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101358 LISA LANE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BALATON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode056115
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MN
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0750
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount27637
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount315494
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4500

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.18$0.11$0.06
2024Summary only. Only limited summary data is available for this year.$1.53$0.00$0.09$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.08$0.16$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.12$0.12$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.07$0.11$0.03
2020Summary only. Only limited summary data is available for this year.$1.64$0.00$0.12$0.11$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.11$0.11$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.12$0.10$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.09$0.10$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.07$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.10$0.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.09$0.13$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.07
2013Summary only. Only limited summary data is available for this year.$1.66$0.00$0.16$0.07$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.08