Civic Intelligence

Ht & M Stewart Trust

990PF • Fiscal year 2022 • EIN 42-6242034

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 18, 2023

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.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

18th percentile

-28%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

81st percentile

$3,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 18.1% of source-year revenue.

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

Asset Growth

38th percentile

-5.4%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

14th percentile

-47%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$80,411

Down $4,595 (-5.4%) from 2021

Net Assets

Down

$80,411

Down $4,595 (-5.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin18th percentile

Revenue

Down

$16,543

Down $14,661 (-47%) from 2021

Expenses

Down

$21,150

Down $19,133 (-47%) from 2021

Net Income

Up

-$4,607

Up $4,472 (+49%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$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

2022

Assets$80,411
Liabilities$0
Net Assets$80,411
Open 2022 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$16,543
Expenses$21,150
Net Income-$4,607
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 18, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay81st 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
Phone
6412366128
Signed
2023-08-18
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 Appendix253 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/EOYBookValueAmt062983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0186437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0See attached
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt05321
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05426
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt038
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt04326
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt015111
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt015111
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05426
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt014854
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt014854
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05321
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05321
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4607
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt05758
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt05758
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt014384
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt038
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt038
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05426
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt012859
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt04326
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0152
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0261
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0413
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01323
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01683
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt017106
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03684
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt021150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt016543
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt016543
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02252
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03684
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt014384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LT Cap Gains
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05426
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4607
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt012
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt080411
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt085006
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt080411
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019245
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019245
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019245
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt019424
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0179
IRS990PF/DistributableAmountGrp/TotalTaxAmt0179
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0179
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0179
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0179
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0179
IRS990PF/FMVAssetsEOYAmt0315657
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt054906
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt062983
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0186437
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt016000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt016000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt016000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0127133
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt050
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt050
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0709
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt085006
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt080411
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt014050
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01378
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01378
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt085006
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt080411
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0315657
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt085006
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt080411
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt085006
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt080411
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0394393
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt015370
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0251181
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05916
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0127842
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019424
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0388477
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0394393
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
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/ExpensesAndContributionsAmt017106
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt017106
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/Amt07427
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17427
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/TotalGrantOrContriPdDurYrAmt014854
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/AppliedToCurrentYearAmt02253
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014853
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019245
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017106
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016992
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014853
LandEtcSchedule2/LandEtcGrp/BookValueAmt016000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt016000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0127133
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
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0All miscellaneous expensesbond,court costs, postage, farm expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0152
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0261
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0413
OtherIncreasesSchedule/OtherIncreasesDetail/Amt012
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MISC ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt01323
TaxesSchedule/TaxesDetail/Amt1360
TaxesSchedule/TaxesDetail/CategoryTxt0Real estate tax not included in line 20
TaxesSchedule/TaxesDetail/CategoryTxt1Excise tax on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01323
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN F BIERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06412366128
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-18
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/PreparationDt02023-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA L PETIG
ReturnHeader/ReturnTs02023-08-18T11:03:13-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BIERMAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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
$80,411
Liabilities
$0
Net assets
$80,411
Revenue
$16,543
Expenses
$21,150
Net income
-$4,607
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