Ht & M Stewart Trust

990PF • Fiscal year 2020 • EIN 42-6242034

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

Organization Profile

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

(641) 236-6128

Siviq Scores

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

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

7.0%

Higher net margin than 54% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

$3,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

1.8%

Faster asset growth than 51% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

17%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets57th percentile

Assets

$93,982

Up $1,629 (+1.8%) from 2019

Net Assets

$93,982

Up $1,629 (+1.8%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin54th percentile

Revenue

$23,430

Up $3,398 (+17%) from 2019

Expenses

Down

$21,800

Down $1,924 (-8.1%) from 2019

Net Income

$1,630

Up $5,322 (+144%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

Highlighted filing

2020

Assets$93,982

Liabilities$0

Net Assets$93,982

Open 2020 Filing

Operations Trend

Revenue Growth78th percentile

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

Highlighted filing

2020

Revenue$23,430

Expenses$21,800

Net Income$1,630

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: May 13, 2021
Return Version: 2020v4.1

Compensation and Service Providers

Top Officer Pay80th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
John F Bierman III	Trusteee	-	$3,000	-	$3,000

Filing and Contact Details

Filer

Filer Name: Ht & M Stewart Trust
EIN: 42-6242034
Phone: 6412366128
Address: 920 MAIN STREET PO BOX 713, GRINNELL, IA 50112-0713

Signing Officer

Name: John F Bierman
Title: Trustee
Signed: 2021-05-13
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 Appendix260 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/EOYBookValueAmt	0	66388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	206267
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	See attached
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	6237
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	12388
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	4
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt	0	3162
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	21791
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	21791
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	12388
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	1500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	1500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	3000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	15500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	15500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	6237
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	6237
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	1630
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt	0	4801
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt	0	4801
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	14807
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	4
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	4
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	600
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt	0	600
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	1200
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	12388
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	19539
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt	0	3162
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	152
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	455
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	607
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	1336
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	1493
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	17752
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	3891
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	21800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	23430
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	23430
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	2252
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	3891
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	6300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	1995-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	1995-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	1613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	8065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	4323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	8065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	4323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	9678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	5129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	Biglari Hold CL B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	Biglari Hold CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2020-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2020-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	12388
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	1630
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	1
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	93983
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	92353
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	93982
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	34797
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	34797
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	34797
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	35069
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	272
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	272
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	272
IRS990PF/FMVAssetsEOYAmt	0	348905
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	68807
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	66388
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	206267
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt	0	16000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt	0	16000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt	0	16000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt	0	130385
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	50
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	50
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	709
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	92353
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	93982
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	7496
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	11544
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	11544
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	92353
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	93982
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	348905
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	92353
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	93982
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	92353
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	93982
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	712069
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	11172
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	569803
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	10681
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	131094
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	35069
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	701388
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	712069
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	3000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	John F Bierman III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trusteee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	920 Main St PO Box 713
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Grinnell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	50112
IRS990PF/Organization4947a1TrtdPFInd	0	X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	17752
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	17752
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	17752
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	920 MAIN ST PO BOX 713
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	GRINNELL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	501120713
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind	0	X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IA
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	BIERMAN & BIERMAN PC
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6412366128
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	SEE ATTACHED COPY OF APPLICATION FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	BIERMAN BIERMAN PC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	6412366128
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	920 MAIN ST PO BOX 713
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	GRINNELL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	50112
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	SEE ATTACHED COPY OF APPLICATION FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	APRIL 15TH
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	7750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	7750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	UNIVERSITY OF ILLINOIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	GRINNELL-NEWBURG GRADUATES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	501 E Daniel Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	See Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Champaign
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Grinnell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	61820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	50112
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	15500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	2252
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	15500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	34797
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	17752
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	32545
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	15500
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	16000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	16000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	0	130385
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	REBECCA PETIG
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	600
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	1200
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	600
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	50
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	See Attachment
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	50
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	709
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	1
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	ROUNDING ERROR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	All miscellaneous expensesbond,court costs, postage, farm expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	152
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	455
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	607
TaxesSchedule/TaxesDetail/Amt	0	1336
TaxesSchedule/TaxesDetail/Amt	1	157
TaxesSchedule/TaxesDetail/CategoryTxt	0	Real estate tax not included in line 20
TaxesSchedule/TaxesDetail/CategoryTxt	1	Excise tax on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1336
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	false
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOHN F BIERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HT & M STEWART TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	STEW
ReturnHeader/Filer/EIN	0	426242034
ReturnHeader/Filer/PhoneNum	0	6412366128
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	920 MAIN STREET PO BOX 713
ReturnHeader/Filer/USAddress/CityNm	0	GRINNELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IA
ReturnHeader/Filer/USAddress/ZIPCd	0	501120713
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	421011051
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BIERMAN&BIERMAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	920 MAIN ST PO BOX 713
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	GRINNELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	50112
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6412366128
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	REBECCA L PETIG
ReturnHeader/ReturnTs	0	2021-05-13T02:33:24-00:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	BIERMAN
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $93,982
Liabilities: $0
Net assets: $93,982
Revenue: $23,430
Expenses: $21,800
Net income: $1,630

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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