Civic Intelligence

Pearl Kenny Trust

990PF • Fiscal year 2025 • EIN 42-6094340

Sep 01, 2024 to Aug 31, 2025 • Filed on Dec 03, 2025

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

86th percentile

0.16x

Higher debt load relative to assets than 86% of similar nonprofits.

2025 filings • <$500k nonprofits • Source year 2025

Liabilities / Revenue

96th percentile

0.93x

Higher debt load relative to revenue than 96% of similar nonprofits.

2025 filings • <$500k nonprofits • Source year 2025

Net Margin

91st percentile

45%

Higher net margin than 91% of similar nonprofits.

2025 filings • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$300

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2025 filings • <$500k nonprofits • Source year 2025

Asset Growth

63rd percentile

8.3%

Faster asset growth than 63% of similar nonprofits.

2025 filings • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

83%

Faster revenue growth than 91% of similar nonprofits.

2025 filings • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$24,302

Up $1,858 (+8.3%) from 2024

Net Assets

Up

$20,488

Up $2 (+0.0%) from 2024

Liabilities

Up

$3,814

Up $1,856 (+95%) from 2024

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin91st percentile

Revenue

Up

$4,086

Up $1,854 (+83%) from 2024

Expenses

Down

$2,228

Down $1,237 (-36%) from 2024

Net Income

Up

$1,858

Up $3,091 (+251%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2025

Assets$24,302
Liabilities$3,814
Net Assets$20,488
Open 2025 Filing

Operations Trend

Revenue Growth91st 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

2025

Revenue$4,086
Expenses$2,228
Net Income$1,858
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
George W WittgrafTrustee-$300-$300
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN HEART ASSOCIATIONCHARITY/RESEARCHPCST PETERSBURG, FL, US$268
Paid GrantAMERICAN CANCER SOCIETYCHARITY/RESEARCHPCOKLAHOMA CITY, OK, US$268
Paid GrantFIRST CONGREGATIONAL CHURCHCHURCHPCAURELIA, IA, US$268
Paid GrantFIRST BAPTIST CHURCHCHURCHPCCHEROKEE, IA, US$268
Paid GrantOAK HILL CEMETERYNON-PROFIT CEMETERYPCCHEROKEE, IA, US$134
Paid GrantPLEASANT HILL CEMETERYNON-PROFIT CEMETERYPCAURELIA, IA, US$134
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
2025-12-03
Discuss with paid preparer
Yes

Preparer

Firm
Wittgraf Law Firm
Address
223 N PINE STREET PO BOX 535, CHEROKEE, IA 51012
Preparer
George W Wittgraf
Phone
7122256481
Raw XML Appendix337 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 NECESSARY 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/UnrelatedBusinessTaxblIncmAmt04086
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt04086
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04086
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01340
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01340
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04086
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04086
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01858
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03198
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0270
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0270
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01340
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0888
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02228
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04086
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04086
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0888
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0888
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01858
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01856
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt022344
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt020486
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt020488
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02362
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02362
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02362
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02406
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt044
IRS990PF/DistributableAmountGrp/TotalTaxAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt044
IRS990PF/FMVAssetsEOYAmt050881
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0600
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0600
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt020207
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt020207
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02237
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04095
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04095
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt01340
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt03170
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt020207
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt020207
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt046786
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt018
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt044
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0279
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0281
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt022444
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt024302
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt050881
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01958
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03814
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt022444
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt024302
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt020486
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt020488
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt050325
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03429
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt046896
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02210
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02406
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt048115
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt050325
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0George W Wittgraf
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0223 N Pine Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Cherokee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd051012
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01340
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01340
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
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0317
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1317
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt2634
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt3634
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt5634
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt4CHURCH
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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/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0530TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt15263 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
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2ST PETERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm3OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm4AURELIA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm5CHEROKEE
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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/Amt0134
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1134
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2268
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3268
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4268
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5268
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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
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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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CHEROKEE
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01340
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01340
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02362
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01022
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0380
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01834
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0677
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01022
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01869
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0380
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01489
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01340
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01869
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02891
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/EOYFMVAmt020661
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt126125
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01856
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/EOYBookValueAmt044
TaxesSchedule/TaxesDetail/Amt018
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE W WITTGRAF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122256481
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-03
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900787547
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITTGRAF LAW FIRM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0223 N PINE STREET PO BOX 535
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHEROKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051012
ReturnHeader/PreparerPersonGrp/PhoneNum07122256481
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE W WITTGRAF
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-03T09:03:08-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$24,302
Liabilities
$3,814
Net assets
$20,488
Revenue
$4,086
Expenses
$2,228
Net income
$1,858
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