Civic Intelligence

Joseph P Redden Trust

990PF • Fiscal year 2021 • EIN 42-1302567

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 24, 2022

Organization Profile
231 W Maple StCherokee, IA 51012

(712) 225-2514

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

45th percentile

11%

Higher net margin than 45% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

76th percentile

22%

Faster asset growth than 76% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

47%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,294,127

Up $235,669 (+22%) from 2020

Net Assets

Up

$1,294,127

Up $235,669 (+22%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin45th percentile

Revenue

Up

$50,789

Up $16,154 (+47%) from 2020

Expenses

Up

$45,455

Up $245 (+0.5%) from 2020

Net Income

Up

$5,334

Up $15,909 (+150%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $574,306Liabilities 2011: $02011Assets 2012: $605,873Liabilities 2012: $02012Assets 2013: $673,358Liabilities 2013: $0Net Assets 2013: $673,3582013Assets 2014: $743,671Liabilities 2014: $0Net Assets 2014: $743,6712014Assets 2015: $738,272Liabilities 2015: $02015Assets 2016: $805,182Liabilities 2016: $0Net Assets 2016: $805,1822016Assets 2017: $841,147Liabilities 2017: $0Net Assets 2017: $841,1472017Assets 2019: $1,031,524Liabilities 2019: $02019Assets 2020: $1,058,458Liabilities 2020: $0Net Assets 2020: $1,058,4582020Assets 2021: $1,294,127Liabilities 2021: $0Net Assets 2021: $1,294,1272021Assets 2022: $1,126,631Liabilities 2022: $0Net Assets 2022: $1,126,6312022Assets 2023: $1,242,932Liabilities 2023: $0Net Assets 2023: $1,242,9322023Assets 2024: $1,367,749Liabilities 2024: $0Net Assets 2024: $1,367,7492024

Highlighted filing

2021

Assets$1,294,127
Liabilities$0
Net Assets$1,294,127
Open 2021 Filing

Operations Trend

Revenue Growth71st percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $12,952Expenses 2011: $2,775Net Income 2011: $10,1772011Revenue 2012: $15,984Expenses 2012: $3,314Net Income 2012: $12,6702012Revenue 2013: $14,385Expenses 2013: $3,497Net Income 2013: $10,8882013Revenue 2014: $17,311Expenses 2014: $2,729Net Income 2014: $14,5822014Revenue 2015: $18,308Expenses 2015: $2,572Net Income 2015: $15,7362015Revenue 2016: $17,454Expenses 2016: $2,727Net Income 2016: $14,7272016Revenue 2017: $17,927Expenses 2017: $2,770Net Income 2017: $15,1572017Revenue 2019: $22,456Expenses 2019: $2,852Net Income 2019: $19,6042019Revenue 2020: $34,635Expenses 2020: $45,210Net Income 2020: -$10,5752020Revenue 2021: $50,789Expenses 2021: $45,455Net Income 2021: $5,3342021Revenue 2022: $46,160Expenses 2022: $54,687Net Income 2022: -$8,5272022Revenue 2023: $28,136Expenses 2023: $48,155Net Income 2023: -$20,0192023Revenue 2024: $31,491Expenses 2024: $53,510Net Income 2024: -$22,0192024

Highlighted filing

2021

Revenue$50,789
Expenses$45,455
Net Income$5,334
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 24, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Joseph P Redden Trust
EIN
42-1302567
In Care Of
% John P Loughlin
Phone
7122252514
Address
231 W Maple St, Cherokee, IA 51012

Signing Officer

Name
Dan Berglund
Title
trust officer
Phone
7122252514
Signed
2022-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Loughlin Law Firm
Address
231 West Maple St, Cherokee, IA 51012
Preparer
John P Loughlin
Phone
7122252514
Raw XML Appendix210 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0145490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2111123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt383419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt490220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt566064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6593291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0145490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2111123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt383419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt490220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt566064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6593291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Alliant Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Vanguard GNMA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Vanguard Growth
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Vanguard 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Vanguard Total Stock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Vanguard Value Index
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Cetera Stock Portfolio
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt028335
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt042338
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt042338
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018488
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018488
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05334
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt031171
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03966
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03966
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02050
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt028335
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt050789
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01046
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt042338
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt045455
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt050789
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt050789
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt028335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt028335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt031171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MSFT 95 shares sold
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt028335
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05334
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0230335
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01294127
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01058458
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01294127
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt09
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0706
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0706
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0706
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0715
IRS990PF/FMVAssetsEOYAmt01294128
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0856626
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01090449
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01090449
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01058458
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01294127
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0201832
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0203678
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0203679
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01058458
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01294127
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01294128
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01058458
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01294127
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01058458
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01294127
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0012.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0State Savings Bank
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0200 S 2nd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Cherokee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd051012
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt042338
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt042338
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt11
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt21
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt31
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0The beneficiary of the Trust is the Marion Home, Fort Dodge, IA. This is a retirement home owned and operated
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1by the Sioux City Diocese of the Roman Catholic Church for religous and charitable purposes. All funds are used
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2for improvements to the home that would not otherwise be possible. The Sioux City Diocese is the residual legatee
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3of the Trust.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
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/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/LocationOfBooksUSAddress/AddressLine1Txt0200 South Second
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Cherokee
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd051012
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0State Savings Bank
IRS990PF/StatementsRegardingActyGrp/PhoneNum07122256117
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Use income to support the Marion Home, Fort Dodge, IA., a not for profit retirement facility. The Marion Home is supported for religious purposes by the Catholic Church. A distribution of $42,338 was made in 2021 for those educational and religious purposes
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt042338
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0education and charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Marion Home
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0charitable beneficiary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02400 6th Ave N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Fort Dodge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050501
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042338
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/ExcessDistributionCyovYr1Amt045210
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02627
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Loughlin Law Firm
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02050
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0230335
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0increase in capiital investments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01046
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Trustee fee State Savings Bank
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dan Berglund
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trust officer
ReturnHeader/BusinessOfficerGrp/PhoneNum07122252514
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joseph P Redden Trust
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0421302567
ReturnHeader/Filer/InCareOfNm0% John P Loughlin
ReturnHeader/Filer/PhoneNum07122252514
ReturnHeader/Filer/USAddress/AddressLine1Txt0231 W Maple St
ReturnHeader/Filer/USAddress/CityNm0Cherokee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051012
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420385620
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Loughlin Law Firm
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0231 West Maple St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cherokee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051012
ReturnHeader/PreparerPersonGrp/PhoneNum07122252514
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John P Loughlin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-04-22T12:58:44-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Berglund
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,294,127
Liabilities
$0
Net assets
$1,294,127
Revenue
$50,789
Expenses
$45,455
Net income
$5,334
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.03$0.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.03$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.05$0.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.05$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.03$0.05$0.01
2019Summary only. Only limited summary data is available for this year.$1.03$0.00$0.02$0.00$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.02$0.00$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.02$0.00$0.01
2015Summary only. Only limited summary data is available for this year.$0.74$0.00$0.02$0.00$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.02$0.00$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.01$0.00$0.01
2012Summary only. Only limited summary data is available for this year.$0.61$0.00$0.02$0.00$0.01
2011Summary only. Only limited summary data is available for this year.$0.57$0.00$0.01$0.00$0.01