Civic Intelligence

George S & Grace a Jay Memorial Trust

EIN 42-6061515 • Shenandoah, IA

PO Box 57Shenandoah, IA 51601
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

66th percentile

15%

Higher net margin than 66% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

73rd percentile

$9,500

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

43rd percentile

0.8%

Faster asset growth than 43% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

77th percentile

36%

Faster revenue growth than 77% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,571,353

Up $20,890 (+0.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,571,353

Up $20,890 (+0.8%) from 2024

Operations
Liabilities / Revenue30th percentileNet Margin66th percentile

Revenue

Up

$134,851

Up $35,931 (+36%) from 2024

Expenses

Down

$113,961

Down $22,534 (-17%) from 2024

Net Income

Up

$20,890

Up $58,465 (+156%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $2,216,417Liabilities 2010: $0Net Assets 2010: $2,216,4172010Assets 2011: $2,276,731Liabilities 2011: $0Net Assets 2011: $2,276,7312011Assets 2012: $2,319,781Liabilities 2012: $0Net Assets 2012: $2,319,7812012Assets 2013: $2,364,699Liabilities 2013: $0Net Assets 2013: $2,364,6992013Assets 2014: $2,416,136Liabilities 2014: $0Net Assets 2014: $2,416,1362014Assets 2015: $2,471,511Liabilities 2015: $0Net Assets 2015: $2,471,5112015Assets 2016: $2,509,106Liabilities 2016: $0Net Assets 2016: $2,509,1062016Assets 2017: $2,562,124Liabilities 2017: $0Net Assets 2017: $2,562,1242017Assets 2018: $2,679,296Liabilities 2018: $0Net Assets 2018: $2,679,2962018Assets 2019: $2,743,440Liabilities 2019: $0Net Assets 2019: $2,743,4402019Assets 2020: $2,759,530Liabilities 2020: $0Net Assets 2020: $2,759,5302020Assets 2021: $2,719,253Liabilities 2021: $0Net Assets 2021: $2,719,2532021Assets 2022: $2,630,594Liabilities 2022: $0Net Assets 2022: $2,630,5942022Assets 2023: $2,588,038Liabilities 2023: $0Net Assets 2023: $2,588,0382023Assets 2024: $2,550,463Liabilities 2024: $0Net Assets 2024: $2,550,4632024Assets 2025: $2,571,353Liabilities 2025: $0Net Assets 2025: $2,571,3532025

Highlighted filing

2025

Assets$2,571,353
Liabilities$0
Net Assets$2,571,353
Open 2025 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $43,1432010Expenses 2011: $54,5642011Expenses 2012: $62,3242012Expenses 2013: $61,3032013Revenue 2014: $120,764Expenses 2014: $69,327Net Income 2014: $51,4372014Revenue 2015: $131,055Expenses 2015: $75,680Net Income 2015: $55,3752015Revenue 2016: $114,665Expenses 2016: $77,070Net Income 2016: $37,5952016Revenue 2017: $114,248Expenses 2017: $61,230Net Income 2017: $53,0182017Revenue 2018: $174,867Expenses 2018: $57,695Net Income 2018: $117,1722018Revenue 2019: $126,259Expenses 2019: $62,115Net Income 2019: $64,1442019Revenue 2020: $202,520Expenses 2020: $186,430Net Income 2020: $16,0902020Revenue 2021: $128,712Expenses 2021: $168,989Net Income 2021: -$40,2772021Revenue 2022: $130,970Expenses 2022: $219,629Net Income 2022: -$88,6592022Revenue 2023: $136,775Expenses 2023: $179,331Net Income 2023: -$42,5562023Revenue 2024: $98,920Expenses 2024: $136,495Net Income 2024: -$37,5752024Revenue 2025: $134,851Expenses 2025: $113,961Net Income 2025: $20,8902025

Highlighted filing

2025

Revenue$134,851
Expenses$113,961
Net Income$20,890
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,571,353
Liabilities
$0
Net assets
$2,571,353
Revenue
$134,851
Expenses
$113,961
Net income
$20,890
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.13$0.11$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.10$0.14$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.14$0.18$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.13$0.22$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.13$0.17$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.20$0.19$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.13$0.06$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.17$0.06$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.11$0.06$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.11$0.08$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.13$0.08$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.12$0.07$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.06
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.05
2010Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Apr 25, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
L CRAIG HARRISTrustee-$9,500-$9,500
ROBERT LONGMANTrustee-$9,500-$9,500
NANCY MAHERTrustee-$9,500-$9,500
Filing and Contact Details

Filer

Filer Name
George S & Grace a Jay
EIN
42-6061515
Phone
7122463399
Address
PO BOX 57, SHENANDOAH, IA 51601

Signing Officer

Name
Robert Longman
Title
Trustee
Phone
7122463399
Signed
2025-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Lashier Bonefas Baldwin & Co Pc
Address
513 W SHERIDAN AVE, SHENANDOAH, IA 51601
Preparer
Bruce J Baldwin
Phone
7122462029
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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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMERICAN WASH MUTUAL INVESTORS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BRITISH AMERICAN TOBACCO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2INTEL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ORGANON & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ROYAL DUTCH SHELL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VODAFONE GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012357
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt020890
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02571353
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02550463
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02571353
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0236995
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt093388
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0236995
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt094572
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0143607
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01184
IRS990PF/DistributableAmountGrp/TotalTaxAmt01184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0941
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0941
IRS990PF/FMVAssetsEOYAmt03240437
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt075310
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt058785
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt058785
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt054260
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt054260
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt057571
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01066647
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01023880
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01689646
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt02550463
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt02571353
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt01374428
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt01304246
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt01374428
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt01374428
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt060000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt060007
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02550463
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02571353
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03240437
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02550463
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02571353
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02550463
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02571353
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt050000
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01920236
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt050297
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01869939
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt028804
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt094572
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01891432
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01920236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt09500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt19500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt29500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0L CRAIG HARRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT LONGMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NANCY MAHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0RR2 BOX 156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1504 MAPLE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt217 APPLEWOOD DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SHENANDOAH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SIDNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SHENANDOAH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd051601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd151652
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd251601
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt090884
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt0213789
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0304673
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/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/IndividualWithBooksNm0ROBERT LONGMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0504 MAPLE ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SIDNEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd051652
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07122463399
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SCHOLARSHIPS TO HIGH SCHOOL STUDENTS OF SHENANDOAH, IOWA AND RELATED AREA COMMUNITY SCHOOL DISTRICTS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt050500
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0EDUCATIONAL LOANS TO INDIVIDUALS
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt0213789
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt0213789
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0INDIVIDUALS THAT APPLY SHOULD REQUEST AND USE THE TRUST'S STANDARD LOAN APPLICATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BONNIE ALLELY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07122463399
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 57
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SHENANDOAH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd051601
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE TRUST MAKES STUDENT LOANS TO WORTHY GRADUATES OF SHENANDOAH AND ESSEX, IOWA HIGH SCHOOLS ONLY. LOANS TO INDIVIDUAL STUDENTS SHALL NOT EXCEED THE AMOUNT OF 2,000 PER SEMESTER FOR UNDERGRADUATES, 2,000 FOR GRADUATE STUDENTS AND 750 PER SUMMER SESSION. LOANS WILL BE MADE ONLY FOR STUDENTS ATTENDING AN ACCREDITED COLLEGE, UNIVERSITY OR TRADE SCHOOL FOR HIGHER EDUCATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 31
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP FOR HIGH SCHOOL STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 351
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SHENANDOAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051601
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050500
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/AppliedToCurrentYearAmt0236995
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0236995
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016052
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011816
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt095546
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt067678
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016052
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011816
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0304673
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt067678
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt095546
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027868
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0851
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01135
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0284
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1319
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22661
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31098
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41604

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