Civic Intelligence

Henry G & Norma a Peterson Charitable Trust

990PF • Fiscal year 2013 • EIN 42-6419255

Oct 01, 2012 to Sep 30, 2013 • Filed on Oct 28, 2013

C/O US Bank Na P O Box 790053707-7900
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,635,932

Flat from 2013

Net Assets

$1,635,932

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$120,037

Flat from 2013

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,631,436Liabilities 2011: $0Net Assets 2011: $1,631,4362011Assets 2012: $1,608,416Liabilities 2012: $12012Assets 2013: $1,635,932Liabilities 2013: $0Net Assets 2013: $1,635,9322013Assets 2013: $1,635,932Liabilities 2013: $12013Assets 2014: $1,645,987Liabilities 2014: $0Net Assets 2014: $1,645,9872014Assets 2015: $1,758,558Liabilities 2015: $0Net Assets 2015: $1,758,5582015Assets 2016: $1,932,769Liabilities 2016: $0Net Assets 2016: $1,932,7692016Assets 2017: $1,889,649Liabilities 2017: $0Net Assets 2017: $1,889,6492017Assets 2018: $1,831,289Liabilities 2018: $0Net Assets 2018: $1,831,2892018Assets 2019: $1,885,655Liabilities 2019: $0Net Assets 2019: $1,885,6552019Assets 2020: $1,822,401Liabilities 2020: $0Net Assets 2020: $1,822,4012020Assets 2021: $1,762,797Liabilities 2021: $0Net Assets 2021: $1,762,7972021Assets 2022: $2,073,104Liabilities 2022: $0Net Assets 2022: $2,073,1042022Assets 2023: $1,989,164Liabilities 2023: $0Net Assets 2023: $1,989,1642023Assets 2024: $1,924,698Liabilities 2024: $0Net Assets 2024: $1,924,6982024Assets 2025: $1,880,772Liabilities 2025: $0Net Assets 2025: $1,880,7722025

Highlighted filing

2013

Assets$1,635,932
Liabilities$0
Net Assets$1,635,932

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $110,0492011Revenue 2012: $97,494Expenses 2012: $120,514Net Income 2012: -$23,0202012Expenses 2013: $120,0372013Revenue 2013: $147,553Expenses 2013: $120,037Net Income 2013: $27,5162013Revenue 2014: $141,110Expenses 2014: $131,055Net Income 2014: $10,0552014Revenue 2015: $253,507Expenses 2015: $145,936Net Income 2015: $107,5712015Revenue 2016: $313,573Expenses 2016: $139,362Net Income 2016: $174,2112016Revenue 2017: $91,433Expenses 2017: $134,556Net Income 2017: -$43,1232017Revenue 2018: $89,419Expenses 2018: $147,794Net Income 2018: -$58,3752018Revenue 2019: $192,354Expenses 2019: $138,001Net Income 2019: $54,3532019Revenue 2020: $81,503Expenses 2020: $144,757Net Income 2020: -$63,2542020Revenue 2021: $89,886Expenses 2021: $149,490Net Income 2021: -$59,6042021Revenue 2022: $485,366Expenses 2022: $174,915Net Income 2022: $310,4512022Revenue 2023: $83,073Expenses 2023: $166,998Net Income 2023: -$83,9252023Revenue 2024: $93,399Expenses 2024: $157,863Net Income 2024: -$64,4642024Revenue 2025: $127,424Expenses 2025: $171,345Net Income 2025: -$43,9212025

Highlighted filing

2013

Revenue-
Expenses$120,037
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Oct 28, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$25,836-$25,836
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF IOWA FOUNDATIONSUPPORT OF ACTIVITIESPUBLIC CHARITYIOWA CITY, IA, US$30,272
Paid GrantDES MOINES INDEPENDENTSCHOLARSHIPS FOR GRADUATINGPUBLIC CHARITYDES MOINES, IA, US$16,000
Paid GrantYOUTH & SHELTER SERVICESSUPPORT OF ACTIVITIESPUBLIC CHARITYAMES, IA, US$10,000
Paid GrantBLANK CHILDREN'S HOSPITALWISHES - ENDOWMENT CAMPAIGNPUBLIC CHARITYDES MOINES, IA, US$7,000
Paid GrantDRAKE UNIVERSITYSUPPORT OF ACTIVITIESPUBLIC CHARITYDES MOINES, IA, US$5,000
Paid GrantYOUTH HOMES OF MID-AMERICASUPPORT OF ACTIVITIESPUBLIC CHARITYJOHNSTON, IA, US$5,000
Paid GrantEDMUNDSON ART FOUNDATIONSUPPORT OF ACTIVITIESPUBLIC CHARITYDES MOINES, IA, US$3,000
Paid GrantDES MOINES SYMPHONYSUPPORT OF ACTIVITIESPUBLIC CHARITYDES MOINES, IA, US$3,000
Paid GrantCHILDREN & FAMILIES OF IOWASUPPORT OF ACTIVITIESPUBLIC CHARITYDES MOINES, IA, US$2,543
Paid GrantDES MOINES CIVIC CENTERSUPPORT OF ACTIVITIESPUBLIC CHARITYDES MOINES, IA, US$2,000
Paid GrantIOWA PUBLIC RADIOSUPPORT OF ACTIVITIESPUBLIC CHARITYDES MOINES, IA, US$2,000
Paid GrantSCIENCE CENTER OF IOWASUPPORT OF ACTIVITIESPUBLIC CHARITYDES MOINES, IA, US$2,000
Paid GrantDES MOINES COMMUNITY PLAYHOUSESUPPORT OF ACTIVITIESNON APPLICABLEDES MOINES, IA, US$1,000
Paid GrantDES MOINES METRO OPERASUPPORT OF ACTIVITIESPUBLIC CHARITYINDIANOLA, IA, US$1,000
Paid GrantBLANK PARK ZOO FOUNDATIONSUPPORT OF ACTIVITIESPUBLIC CHARITYDES MOINES, IA, US$1,000
Filing and Contact Details

Filer

EIN
42-6419255
Raw XML AppendixShowing 400 of 876 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.

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172010-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182012-03-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192013-02-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202011-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired212008-12-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222010-03-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232008-09-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired242013-02-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired252012-12-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired262011-12-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired272009-05-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired282012-06-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired292009-06-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired302006-04-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired312008-12-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired322012-12-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired332010-12-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired342005-10-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired352012-09-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired362012-06-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired372013-08-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired382013-08-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired392008-12-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired402012-12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired412011-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired422008-09-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired432012-04-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired442008-09-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired452008-08-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired462012-04-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired472008-09-03
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-12-31
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142013-05-17
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162013-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172013-06-14
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold332013-08-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342013-08-09
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold492013-09-10
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset222530.098 CREDIT SUISSE COMM RET ST CO
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24126.981 VANGUARD INTL GRWTH FD CL ADM
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset50CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss098
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1212
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss26974
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss396
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1717

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.13$0.17$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.09$0.16$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.99$0.08$0.17$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.49$0.17$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.09$0.15$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.08$0.14$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.19$0.14$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.09$0.15$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.09$0.13$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.31$0.14$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.25$0.15$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.14$0.13$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.12
2013Summary only. Only limited summary data is available for this year.$1.64$0.00$0.15$0.12$0.03
2012Summary only. Only limited summary data is available for this year.$1.61$0.00$0.10$0.12$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.11