Civic Intelligence

Arthur H Pearson Testamentery Charitable Remainder Unitrust

990PF • Fiscal year 2011 • EIN 45-0451872

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 23, 2012

Box 30558793
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$7,411,767

Flat from 2011

Net Assets

$7,411,767

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$511,179

Flat from 2011

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.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,411,767Liabilities 2011: $0Net Assets 2011: $7,411,7672011Assets 2011: $7,411,767Liabilities 2011: $12011Assets 2012: $7,261,671Liabilities 2012: $0Net Assets 2012: $7,261,6712012Assets 2013: $7,458,761Liabilities 2013: $0Net Assets 2013: $7,458,7612013Assets 2014: $7,524,784Liabilities 2014: $0Net Assets 2014: $7,524,7842014Assets 2015: $7,661,628Liabilities 2015: $0Net Assets 2015: $7,661,6282015Assets 2016: $7,268,809Liabilities 2016: $0Net Assets 2016: $7,268,8092016Assets 2017: $7,152,499Liabilities 2017: $0Net Assets 2017: $7,152,4992017

Highlighted filing

2011

Assets$7,411,767
Liabilities$0
Net Assets$7,411,767

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $511,1792011Revenue 2011: $25,052Expenses 2011: $511,179Net Income 2011: -$486,1272011Expenses 2012: $493,7662012Revenue 2013: $686,748Expenses 2013: $489,658Net Income 2013: $197,0902013Revenue 2014: $644,574Expenses 2014: $578,551Net Income 2014: $66,0232014Revenue 2015: $661,668Expenses 2015: $524,824Net Income 2015: $136,8442015Revenue 2016: $83,399Expenses 2016: $476,218Net Income 2016: -$392,8192016Revenue 2017: $365,248Expenses 2017: $481,558Net Income 2017: -$116,3102017

Highlighted filing

2011

Revenue-
Expenses$511,179
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 23, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGO HELGERSONTrust Committee MemberPT$50,400-$50,400
DON CLEMENTTrust Committee Member-$0--
JOHN SKOWRONIKTrust Committee Member-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGOOD SAMARITAN OF MOHALLOPERATING GRANT501C(3)MOHALL, ND, US$81,566
Paid GrantMOHALL PUBLIC SCHOOL DISTRICTOPERATING GRANT170C(1)MOHALL, ND, US$81,566
Paid GrantBOTTINEAU COUNTYANTLER MEMORIAL PUBLIC PARK170C(1)BOTTINEAU, ND, US$38,291
Paid GrantBOTTINEAU AREA COMMUNITY FOUNDATIONBOTTINEAU WINTER PARK PROJECT501C(3)BOTTINEAU, ND, US$33,334
Paid GrantWESTHOPE PUBLIC SCHOOLCOMPUTER UPGRADES170C(1)WESTHOPE, ND, US$32,312
Paid GrantCITY OF WESTHOPE PARK BOARDPUBLIC POOL170C(1)WESTHOPE, ND, US$25,333
Paid GrantWESTHOPE PUBLIC SCHOOL2/3 COMMITMENT-PLAYGROUND EQUIPMENT170C(1)WESTHOPE, ND, US$20,000
Paid GrantSALVATION ARMY OF MINOTOPERATING GRANT501C(3)MINOT, ND, US$18,126
Paid GrantMID DAKOTA CHAPTER OF THE AMERICAN RED CROSSOPERATING GRANT501C(3)MINOT, ND, US$10,000
Paid GrantCITY OF SHERWOOD PARK BOARDPUBLIC PARK CONTRIBUTION170C(1)SHERWOOD, ND, US$8,000
Paid GrantND AG FOUNDATIONOPERATING GRANT501C(3)MANDAN, ND, US$6,400
Paid GrantNORTHWEST COMMUNITY VENTURES INCOPERATING GRANT501C(3)MINOT, ND, US$5,489
Paid GrantFARM SAFETY JUST 4 KIKDSOPERATING GRANT501C(3)BOWBELLS, ND, US$2,100
Filing and Contact Details

Filer

EIN
45-0451872
Raw XML AppendixShowing 400 of 478 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MARGO HELGERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DON CLEMENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JOHN SKOWRONIK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUST COMMITTEE MEMBER
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine127355 SUGARLOAF DRIVE
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10MARGO HELGERSON
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0THE FOUNDATION HAS 3 MAIN BENEFICIARIES PER THE TRUST AGREEMENT. 1) SALVATION ARMY 2)GOOD SAMARITAN SOCIETY AND 3) MOHALL PUBLIC SCHOOL. THE AMOUNTS THAT ARE TO BE PAID TO THESE THREE PUBLIC CHARITIES IS ESTABLISHED IN THE ORIGINAL WILL OF ARTHUR PEARSON. THE FOUNDATION WILL ALSO PROVIDE GRANTS TO OTHER ELIGIBLE PUBLIC CHARITIES IN NORTH DAKOTA AS DETERMINED BY THE TRUST COMMITTEE.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0MARGO HELGERSON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07012637717
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10225 5TH AVENUE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0WESTHOPE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0ND
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode058793
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0USED FOR GENERAL OPERATIONS, BUT THE MOHALL PUBLIC SCHOOL DONATIONS ARE TO BE LIMITED TO THE VOCATIONAL EDUCATION PROGRAMS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE, THE PAYMENT SCHEDULE IS ESTABLISHED IN THE ORGINAL WILL OF ARTHUR PEARSON.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount038291
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount18000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount225333
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount381566
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount481566
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount518126
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount620000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount732312
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount86400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount92100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1033334
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1110000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount125489
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0ANTLER MEMORIAL PUBLIC PARK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PUBLIC PARK CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2PUBLIC POOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3OPERATING GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4OPERATING GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5OPERATING GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution62/3 COMMITMENT-PLAYGROUND EQUIPMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7COMPUTER UPGRADES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8OPERATING GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9OPERATING GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10BOTTINEAU WINTER PARK PROJECT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11OPERATING GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12OPERATING GRANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BOTTINEAU COUNTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CITY OF SHERWOOD PARK BOARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CITY OF WESTHOPE PARK BOARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13GOOD SAMARITAN OF MOHALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14MOHALL PUBLIC SCHOOL DISTRICT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15SALVATION ARMY OF MINOT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16WESTHOPE PUBLIC SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17WESTHOPE PUBLIC SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18ND AG FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19FARM SAFETY JUST 4 KIKDS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110BOTTINEAU AREA COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111MID DAKOTA CHAPTER OF THE AMERICAN RED CROSS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112NORTHWEST COMMUNITY VENTURES INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0170C(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1170C(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2170C(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501C(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4170C(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5501C(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6170C(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7170C(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8501C(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9501C(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10501C(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus11501C(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus12501C(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10314 WEST 5TH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 177
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 412
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13ATTN MS KELLY VIG 602 MAIN ST E
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14PO BOX 187
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15315 WESTERN AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO BOX 406
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17PO BOX 406
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18ATTN NANCY JO BATEMAN 2975 HIGHWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19ALLIE SAGNESS 7150 92ND ST NW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine110PO BOX 168
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111PO BOX 456
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112PO BOX 2024
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine2025
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BOTTINEAU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SHERWOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2WESTHOPE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MOHALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4MOHALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5MINOT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6WESTHOPE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7WESTHOPE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8MANDAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9BOWBELLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10BOTTINEAU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11MINOT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City12MINOT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0ND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1ND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2ND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3ND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4ND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5ND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6ND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7ND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8ND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9ND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10ND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11ND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State12ND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode058318
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1587820177
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode258793
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode358761
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode458761
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode558701
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode658793
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode758793
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode858554
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode958721
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1058318
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1158702
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode12587022024
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0362517
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10362517
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0376209
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00

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