Civic Intelligence

Pearl Kenny Trust

990PF • Fiscal year 2022 • EIN 42-6094340

Sep 01, 2021 to Aug 31, 2022 • Filed on Sep 15, 2022

Organization Profile
223 N PINE STREET PO Box 535Cherokee, IA 51012

(712) 225-6481

Siviq Scores

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

Liabilities / Assets

85th percentile

0.19x

Higher debt load relative to assets than 85% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

95th percentile

0.94x

Higher debt load relative to revenue than 95% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

90th percentile

56%

Higher net margin than 90% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

79th percentile

$300

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

69th percentile

13%

Faster asset growth than 69% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

87th percentile

126%

Faster revenue growth than 87% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$25,225

Up $2,805 (+13%) from 2021

Net Assets

Up

$20,508

Up $6 (+0.0%) from 2021

Liabilities

Up

$4,717

Up $2,799 (+146%) from 2021

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin90th percentile

Revenue

Up

$4,994

Up $2,787 (+126%) from 2021

Expenses

Up

$2,188

Up $1 (+0.0%) from 2021

Net Income

Up

$2,806

Up $2,786 (+13930%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$60K$40K$20K$0Assets 2012: $39,068Liabilities 2012: $6922012Assets 2013: $41,226Liabilities 2013: $1,2142013Assets 2014: $46,040Liabilities 2014: $2,7462014Assets 2015: $43,029Liabilities 2015: $2,6472015Assets 2020: $22,400Liabilities 2020: $1,617Net Assets 2020: $20,7832020Assets 2021: $22,420Liabilities 2021: $1,918Net Assets 2021: $20,5022021Assets 2022: $25,225Liabilities 2022: $4,717Net Assets 2022: $20,5082022Assets 2023: $23,677Liabilities 2023: $3,195Net Assets 2023: $20,4822023Assets 2024: $22,444Liabilities 2024: $1,958Net Assets 2024: $20,4862024Assets 2025: $24,302Liabilities 2025: $3,814Net Assets 2025: $20,4882025

Highlighted filing

2022

Assets$25,225
Liabilities$4,717
Net Assets$20,508
Open 2022 Filing

Operations Trend

Revenue Growth87th percentile

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

$6.0K$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2012: $986Expenses 2012: $1,017Net Income 2012: -$312012Revenue 2013: $1,552Expenses 2013: $961Net Income 2013: $5912013Revenue 2014: $3,171Expenses 2014: $1,494Net Income 2014: $1,6772014Revenue 2015: $2,965Expenses 2015: $3,016Net Income 2015: -$512015Revenue 2020: $1,793Expenses 2020: $3,941Net Income 2020: -$2,1482020Revenue 2021: $2,207Expenses 2021: $2,187Net Income 2021: $202021Revenue 2022: $4,994Expenses 2022: $2,188Net Income 2022: $2,8062022Revenue 2023: $3,439Expenses 2023: $4,987Net Income 2023: -$1,5482023Revenue 2024: $2,232Expenses 2024: $3,465Net Income 2024: -$1,2332024Revenue 2025: $4,086Expenses 2025: $2,228Net Income 2025: $1,8582025

Highlighted filing

2022

Revenue$4,994
Expenses$2,188
Net Income$2,806
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Sep 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
George W WittgrafTrustee-$300-$300
Filing and Contact Details

Filer

Filer Name
Pearl Kenny Trust
EIN
42-6094340
Phone
7122256481
Address
223 N PINE STREET PO Box 535, CHEROKEE, IA 51012

Signing Officer

Name
George W Wittgraf
Title
Trustee
Phone
7122256481
Signed
2022-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Wittgraf Law Firm
Address
PO BOX 535, CHEROKEE, IA 51012
Preparer
George W Wittgraf
Phone
7122256481
Raw XML Appendix330 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
CashDeemedCharitableExplnStmt/ShortExplanationTxt0CASH BALANCE NCESSARY TO COVER CURRENT ADMINISTRATIVE EXPENSES AND OTHER NORMAL AND CURRENT DISBURSEMENTS DIRECTLY CONNECTED WITH CHARITABLE OR OTHER SIMILAR ACTIVITIES.
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/BusinessCd0525920
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt04994
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt04994
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04994
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04994
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04994
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02806
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04106
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0270
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0270
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0888
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02188
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04994
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04994
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0888
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0888
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02806
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02800
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt023308
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt020502
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt020508
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02322
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02322
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02322
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02379
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt057
IRS990PF/DistributableAmountGrp/TotalTaxAmt057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt057
IRS990PF/FMVAssetsEOYAmt048013
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0600
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0600
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt020207
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt020207
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02213
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05018
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05018
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt01300
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt04060
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt020207
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt020207
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt042995
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt018
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt057
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0295
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0301
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt022420
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt025225
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt048013
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01918
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04717
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt022420
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt025225
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt020502
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt020508
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt051547
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03960
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt047587
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03960
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02379
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt047587
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt051547
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0George W Wittgraf
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0223 Pine Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Cherokee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd051012
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01300
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01300
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0223 N PINE STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHEROKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0510120535
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WITTGRAF LAW FIRM
IRS990PF/StatementsRegardingActyGrp/PhoneNum07122256481
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0406
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1406
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt2812
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt3812
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt4812
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt5812
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0NON-PROFIT CEMETERY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1NON-PROFIT CEMETERY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2CHARITY/RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3CHARITY/RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt4CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt5CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0OAK HILL CEMETERY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1PLEASANT HILL CEMETERY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3AMERICAN CANCER SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt4FIRST CONGREGATIONAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt5FIRST BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0530TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt15623 V AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 22249
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 720366
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt4500 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt5118 E WILLOW STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1AURELIA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2ST PETERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm3OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm4AURELIA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm5AURELIA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd3OK
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd5IA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd051012
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd151005
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd233742
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd373162
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd451005
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd551012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0NON-PROFIT CEMETERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1NON-PROFIT CEMETERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITY/RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITY/RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OAK HILL CEMETERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PLEASANT HILL CEMETERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3AMERICAN CANCER SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FIRST CONGREGATIONAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5FIRST BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0530TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15623 V AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 22249
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 720366
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4500 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5118 E WILLOW STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1AURELIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ST PETERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4AURELIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd151005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233742
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd373162
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd451005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd551012
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt04060
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01300
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/AppliedToCurrentYearAmt01300
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02322
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01022
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0677
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0679
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0650
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01600
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01022
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0578
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02006
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0677
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0679
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0650
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01300
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02584
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03606
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0WITTGRAF LAW FIRM
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0300
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0300
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010105
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt110102
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Vanguard Wellesley Income Fund
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Fidelity Puritan
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt010105
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt110102
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt020378
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt122617
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02800
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENTIAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bond Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Court Costs
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0260
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt018
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Taxes
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt057
TaxesSchedule/TaxesDetail/Amt018
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE W WITTGRAF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122256481
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEARL KENNY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PEAR
ReturnHeader/Filer/EIN0426094340
ReturnHeader/Filer/PhoneNum07122256481
ReturnHeader/Filer/USAddress/AddressLine1Txt0223 N PINE STREET PO Box 535
ReturnHeader/Filer/USAddress/CityNm0CHEROKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051012
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900787547
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITTGRAF LAW FIRM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 535
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHEROKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051012
ReturnHeader/PreparerPersonGrp/PhoneNum07122256481
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE W WITTGRAF
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-15T10:07:16-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GEORGE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WITTGRAF
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,225
Liabilities
$4,717
Net assets
$20,508
Revenue
$4,994
Expenses
$2,188
Net income
$2,806
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.3$3.81$20.5$4.09$2.23$1.86
2024Detailed filing. Detailed filing data is available for this year.$22.4$1.96$20.5$2.23$3.47$1.23
2023Detailed filing. Detailed filing data is available for this year.$23.7$3.20$20.5$3.44$4.99$1.55
2022Detailed filing. Detailed filing data is available for this year.$25.2$4.72$20.5$4.99$2.19$2.81
2021Detailed filing. Detailed filing data is available for this year.$22.4$1.92$20.5$2.21$2.19$0.02
2020Detailed filing. Detailed filing data is available for this year.$22.4$1.62$20.8$1.79$3.94$2.15
2015Summary only. Only limited summary data is available for this year.$43.0$2.65$2.97$3.02$0.05
2014Summary only. Only limited summary data is available for this year.$46.0$2.75$3.17$1.49$1.68
2013Summary only. Only limited summary data is available for this year.$41.2$1.21$1.55$0.96$0.59
2012Summary only. Only limited summary data is available for this year.$39.1$0.69$0.99$1.02$0.03