Civic Intelligence

Ht & M Stewart Trust

EIN 42-6242034 • Grinnell, IA

920 Main Street PO Box 713Grinnell, IA 50112-0713
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

16th percentile

-52%

Higher net margin than 16% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$3,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

36th percentile

-13%

Faster asset growth than 36% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

-0.6%

Faster revenue growth than 51% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$66,662

Down $10,067 (-13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$66,662

Down $10,067 (-13%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin16th percentile

Revenue

Down

$17,986

Down $116 (-0.6%) from 2023

Expenses

Up

$27,307

Up $5,802 (+27%) from 2023

Net Income

Down

-$9,321

Down $5,918 (-174%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$200K$150K$100K$50K$0Assets 2011: $164,383Liabilities 2011: $02011Assets 2012: $153,703Liabilities 2012: $02012Assets 2013: $146,479Liabilities 2013: $02013Assets 2014: $153,189Liabilities 2014: $02014Assets 2015: $145,683Liabilities 2015: $02015Assets 2016: $129,815Liabilities 2016: $0Net Assets 2016: $129,8152016Assets 2017: $115,817Liabilities 2017: $0Net Assets 2017: $115,8172017Assets 2018: $96,045Liabilities 2018: $0Net Assets 2018: $96,0452018Assets 2019: $92,353Liabilities 2019: $0Net Assets 2019: $92,3532019Assets 2020: $93,982Liabilities 2020: $0Net Assets 2020: $93,9822020Assets 2021: $85,006Liabilities 2021: $0Net Assets 2021: $85,0062021Assets 2022: $80,411Liabilities 2022: $0Net Assets 2022: $80,4112022Assets 2023: $76,729Liabilities 2023: $0Net Assets 2023: $76,7292023Assets 2024: $66,662Liabilities 2024: $0Net Assets 2024: $66,6622024

Highlighted filing

2024

Assets$66,662
Liabilities$0
Net Assets$66,662
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $13,848Expenses 2011: $19,458Net Income 2011: -$5,6102011Revenue 2012: $11,021Expenses 2012: $21,700Net Income 2012: -$10,6792012Revenue 2013: $13,425Expenses 2013: $20,610Net Income 2013: -$7,1852013Revenue 2014: $30,438Expenses 2014: $23,722Net Income 2014: $6,7162014Revenue 2015: $15,017Expenses 2015: $22,523Net Income 2015: -$7,5062015Revenue 2016: $8,623Expenses 2016: $24,489Net Income 2016: -$15,8662016Revenue 2017: $11,986Expenses 2017: $25,982Net Income 2017: -$13,9962017Revenue 2018: $7,471Expenses 2018: $27,244Net Income 2018: -$19,7732018Revenue 2019: $20,032Expenses 2019: $23,724Net Income 2019: -$3,6922019Revenue 2020: $23,430Expenses 2020: $21,800Net Income 2020: $1,6302020Revenue 2021: $31,204Expenses 2021: $40,283Net Income 2021: -$9,0792021Revenue 2022: $16,543Expenses 2022: $21,150Net Income 2022: -$4,6072022Revenue 2023: $18,102Expenses 2023: $21,505Net Income 2023: -$3,4032023Revenue 2024: $17,986Expenses 2024: $27,307Net Income 2024: -$9,3212024

Highlighted filing

2024

Revenue$17,986
Expenses$27,307
Net Income-$9,321
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,662
Liabilities
$0
Net assets
$66,662
Revenue
$17,986
Expenses
$27,307
Net income
-$9,321
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.18$0.27$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.18$0.22$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.17$0.21$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.31$0.40$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.23$0.22$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.20$0.24$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.07$0.27$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.12$0.26$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.09$0.24$0.16
2015Summary only. Only limited summary data is available for this year.$1.46$0.00$0.15$0.23$0.08
2014Summary only. Only limited summary data is available for this year.$1.53$0.00$0.30$0.24$0.07
2013Summary only. Only limited summary data is available for this year.$1.46$0.00$0.13$0.21$0.07
2012Summary only. Only limited summary data is available for this year.$1.54$0.00$0.11$0.22$0.11
2011Summary only. Only limited summary data is available for this year.$1.64$0.00$0.14$0.19$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John F Bierman IIITrusteee-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Ht & M Stewart Trust
EIN
42-6242034
Address
920 MAIN STREET PO BOX 713, GRINNELL, IA 50112-0713

Signing Officer

Name
John F Bierman
Title
Trustee
Signed
2025-05-15
Discuss with paid preparer
No

Preparer

Firm
Bierman&bierman Pc
Address
920 MAIN ST PO BOX 713, GRINNELL, IA 50112
Preparer
Rebecca L Petig
Phone
6412366128
Raw XML Appendix252 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/EOYBookValueAmt043818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0183537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0See attached
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt03448
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt014091
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0394
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/ExclusionAmt0-2081
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt015852
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt015852
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt014091
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt020272
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt020272
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03448
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03448
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-9321
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt053
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt053
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt020665
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0394
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0394
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt014091
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013600
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-2081
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0152
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0790
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0942
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01496
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01893
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt022524
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04386
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt027307
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt017986
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt017986
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02252
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04386
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01986-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LT CAP GAINS E
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LT CAP GAINS D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt014091
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-9321
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0746
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt067408
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt076729
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt066662
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016205
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016205
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016205
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016394
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0189
IRS990PF/DistributableAmountGrp/TotalTaxAmt0189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0189
IRS990PF/FMVAssetsEOYAmt0334961
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04301
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06794
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06794
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt056378
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt043818
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0183537
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt016000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt016000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt016000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0143921
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt050
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt050
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0709
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt076729
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt066662
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt076729
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt066662
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0334961
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt076729
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt066662
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt076729
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt066662
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0332864
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt021749
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0166485
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04993
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0144630
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016394
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0327871
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0332864
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0John F Bierman III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trusteee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0920 Main St PO Box 713
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Grinnell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050112
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt022524
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt022524
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0920 MAIN ST PO BOX 713
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GRINNELL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0501120713
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BIERMAN & BIERMAN PC
IRS990PF/StatementsRegardingActyGrp/PhoneNum06412366128
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHED COPY OF APPLICATION FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BIERMAN BIERMAN PC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06412366128
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0920 MAIN ST PO BOX 713
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0GRINNELL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050112
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHED COPY OF APPLICATION FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 15TH
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010136
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110136
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0UNIVERSITY OF ILLINOIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1GRINNELL-NEWBURG GRADUATES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0501 E Daniel Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1See Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Champaign
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Grinnell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150112
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020272
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/AppliedToCurrentYearAmt02252
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt020272
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016205
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022524
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013953
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020272
LandEtcSchedule2/LandEtcGrp/BookValueAmt016000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt016000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0143921
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0REBECCA PETIG
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0600
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01200
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0600
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt050
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0See Attachment
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt050
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0709
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0746
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MISC ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0All miscellaneous expensesbond,court costs, postage, farm expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0152
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0790
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0942
TaxesSchedule/TaxesDetail/Amt01496
TaxesSchedule/TaxesDetail/Amt1397
TaxesSchedule/TaxesDetail/CategoryTxt0Real estate tax not included in line 20
TaxesSchedule/TaxesDetail/CategoryTxt1Excise tax on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01496
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN F BIERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HT & M STEWART TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STEW
ReturnHeader/Filer/EIN0426242034
ReturnHeader/Filer/USAddress/AddressLine1Txt0920 MAIN STREET PO BOX 713
ReturnHeader/Filer/USAddress/CityNm0GRINNELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0501120713
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421011051
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BIERMAN&BIERMAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0920 MAIN ST PO BOX 713
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRINNELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050112
ReturnHeader/PreparerPersonGrp/PhoneNum06412366128
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rebecca L Petig
ReturnHeader/ReturnTs02025-05-15T01:26:00-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.