Civic Intelligence

John a Peterson Charitable Trust

EIN 63-6069709 • 501(c)3 • Montgomery, AL

Profile

NONE

P O Box 2450Montgomery, AL 36102-2450

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

29th percentile

-4.7%

Higher net margin than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

36th percentile

-0.3%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

88%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$2,247,727

Down $7,847 (-0.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$2,247,727

Down $7,847 (-0.3%) from 2024

Revenue

Up

$168,258

Up $78,756 (+88%) from 2024

Expenses

Up

$176,105

Up $62,548 (+55%) from 2024

Net Income

Up

-$7,847

Up $16,208 (+67%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,449,547Liabilities 2011: $0Net Assets 2011: $2,449,5472011Assets 2012: $2,542,957Liabilities 2012: $0Net Assets 2012: $2,542,9572012Assets 2013: $2,480,209Liabilities 2013: $0Net Assets 2013: $2,480,2092013Assets 2014: $2,742,776Liabilities 2014: $0Net Assets 2014: $2,742,7762014Assets 2015: $2,714,639Liabilities 2015: $0Net Assets 2015: $2,714,6392015Assets 2016: $2,632,685Liabilities 2016: $0Net Assets 2016: $2,632,6852016Assets 2017: $2,672,222Liabilities 2017: $0Net Assets 2017: $2,672,2222017Assets 2018: $2,606,340Liabilities 2018: $0Net Assets 2018: $2,606,3402018Assets 2019: $2,516,337Liabilities 2019: $0Net Assets 2019: $2,516,3372019Assets 2020: $2,419,540Liabilities 2020: $0Net Assets 2020: $2,419,5402020Assets 2021: $2,334,174Liabilities 2021: $0Net Assets 2021: $2,334,1742021Assets 2022: $2,360,428Liabilities 2022: $0Net Assets 2022: $2,360,4282022Assets 2023: $2,279,629Liabilities 2023: $0Net Assets 2023: $2,279,6292023Assets 2024: $2,255,574Liabilities 2024: $0Net Assets 2024: $2,255,5742024Assets 2025: $2,247,727Liabilities 2025: $0Net Assets 2025: $2,247,7272025

Highlighted filing

2025

Assets$2,247,727
Liabilities$0
Net Assets$2,247,727

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $148,6832011Expenses 2012: $44,1402012Expenses 2013: $153,8932013Revenue 2014: $442,744Expenses 2014: $180,177Net Income 2014: $262,5672014Revenue 2015: $152,973Expenses 2015: $181,110Net Income 2015: -$28,1372015Revenue 2016: $86,081Expenses 2016: $167,117Net Income 2016: -$81,0362016Revenue 2017: $213,489Expenses 2017: $174,892Net Income 2017: $38,5972017Revenue 2018: $106,703Expenses 2018: $174,965Net Income 2018: -$68,2622018Revenue 2019: $84,348Expenses 2019: $174,351Net Income 2019: -$90,0032019Revenue 2020: $152,814Expenses 2020: $249,611Net Income 2020: -$96,7972020Revenue 2021: $155,527Expenses 2021: $240,893Net Income 2021: -$85,3662021Revenue 2022: $210,203Expenses 2022: $183,949Net Income 2022: $26,2542022Revenue 2023: $85,236Expenses 2023: $166,035Net Income 2023: -$80,7992023Revenue 2024: $89,502Expenses 2024: $113,557Net Income 2024: -$24,0552024Revenue 2025: $168,258Expenses 2025: $176,105Net Income 2025: -$7,8472025

Highlighted filing

2025

Revenue$168,258
Expenses$176,105
Net Income-$7,847

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.17$0.18$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.09$0.11$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.09$0.17$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.21$0.18$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.16$0.24$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.15$0.25$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.08$0.17$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.11$0.17$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.21$0.17$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.09$0.17$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.15$0.18$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.44$0.18$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.00$2.48$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.00$2.54$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$0.00$2.45$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$569,960
Mission and Program Overview

Mission

NONE

Distribute funds to kiwanis international montgomery chapter, the organziation named in the trust document and exempt under irc section 501(c)(4)

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,255,574$2,247,727▼ $7,847
Investments in Publicly Traded Securities$2,223,908$2,177,178▼ $46,730
Cash and Non-Interest-Bearing Accounts$31,666$70,549▲ $38,883
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$2,255,574$2,247,727▼ $7,847
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,255,574$2,247,727▼ $7,847
Total Liabilities and Net Assets / Fund Balance$2,255,574$2,247,727▼ $7,847
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$30,455$30,455
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$168,218
Other Revenue
$40
Change in Net Assets
$-7,847
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$145,450
Salaries, Compensation, and Employee Benefits$30,455
Other Expenses$200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$145,450--$145,450
Current Officers, Directors, Trustees, and Key Employees-$30,455-$30,455
Fees for Services Accounting-$200-$200
Total Functional Expenses$145,450$30,655$0$176,105
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
KIWANIS INT'L - MTGYMontgomery, AL501(c)(4)Distributions to Charitable Organziations in the River Region$145,450
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The organization is a charitable trust and is not required to have a governing body. The form 990 is reviewed by the trustee prior to its filing.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents available upon request. The organization does not have a conflict of interest policy or financial statement, therefore this information is not available for inspection.

Filing and Contact Details

Filer

Filer Name
John a Peterson Charitable Trust
EIN
63-6069709
Phone
3342306103
Address
P O BOX 2450, MONTGOMERY, AL 36102-2450

Signing Officer

Name
Regions Bank Trust Department
Title
Trustee
Phone
3342306103
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Regions Bank Trust Depart
Formed
1968
Legal Domicile
Al
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Jackson Thornton & Co Pc
Address
PO BOX 96, MONTGOMERY, AL 36101-0096
Preparer
Christine K Cook
Phone
3348347660
Raw XML AppendixShowing 400 of 416 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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IRS990/BooksInCareOfDetail/USAddress/CityNm0MONTGOMERY
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IRS990/ExpenseAmt0145450
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt030455
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IRS990/Form990ProvidedToGvrnBodyInd00
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IRS990/GainOrLossGrp/SecuritiesAmt096233
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IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt0145450
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0145450
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0145450
IRS990/GrantsToIndividualsInd00
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0497935
IRS990/GrossReceiptsAmt0569960
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InvestmentIncomeGrp/ExclusionAmt071985
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02223908
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02177178
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0401702
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02255574
IRS990/NetAssetsOrFundBalancesEOYAmt02247727
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt096233
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/PYTotalRevenueAmt089502
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATION WAS FOUNDED IN 1919 AS A 501(C)(4) ORGANIZATION. AT THE TIME THAT THE CHARITABLE TRUST WAS CREATED, IT WAS DETERMINED THAT THE SUPPORTED ORGANIZATION QUALIFIED AS A 501(C)(4) ORGANIZATION. THE CHARITABLE TRUST REVIEWS THE SUPPORTED ORGANIZATION'S PRIOR THREE YEARS OF FORM 990 WHICH INCLUDES MEMBERSHIP DUES AS THE MAIN FUNDING SOURCE OUTSIDE OF THE TRUST CONTRIBUTIONS. THE SUPPORTED ORGANIZATION HAS APPROXIMATELY 300 MEMBERS; THEREFORE IT IS REASONABLE TO ASSUME THAT THE ORGANIZATION HAS SATISFIED THE PUBLIC SUPPORT TESTS UNDER SECTION 509(A)(2).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION DIRECTS THE FUNDS RECEIVED FROM THE CHARITABLE TRUST TO THE KIWANIS CLUB OF MONTGOMERY FOUNDATION WHICH IS A RELATED ORGANIZATION OF THE THE SUPPORTED ORGANIZATION. THIS FOUNDATION IS A 501(C)(3) ORGANIZATION WHOSE MISSION IS TO ASSIST YOUTH IN THE RIVER REGION ATTAIN VOCATIONAL AND SCHOLASTIC EXCELLENCE AND TO AID HANDICAPPED PERSONS IN REGAINING HAPPY AND USEFUL LIVES THROUGH GRANTS TO ORGANIZATIONS ORGANIZED FOR CHARITABLE, SCIENTIFIC RESEARCH, OR EDUCATIONAL PURPOSES, OR FOR THE PREVENTION OF CRUELTY TO CHILDREN.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE CHARITABLE TRUST MEETS ANNUALLY WITH THE BOARD MEMBERS OF THE SUPPORTED ORGANIZATION. AT THIS MEETING, THE TRUSTEES OF THE CHARITABLE TRUST REVIEW THE ACCOUNT INCLUDING THE INVESTMENT OBJECTIVE, ASSET ALLOCATION, INVESTMENT STRATEGY, PERFORMANCE, AND AN ECONOMIC OVERVIEW. IN ADDITION, THROUGHOUT THE YEAR, THE CHARITABLE TRUST PROVIDES PERIODIC STATEMENTS TO THE BOARD OF THE SUPPORTED ORGANIZATION FOR THEIR REVIEW.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3DURING THE ANNUAL MEETING MENTIONED IN LINE 2, THE TRUSTEES OF THE CHARITABLE TRUST SOLICIT COMMENTS AND SUGGESTIONS FROM THE BOARD MEMBERS OF THE SUPPORTED ORGANIZATION REGARDING THE INVESTMENT OBJECTIVES AND POLICIES OF THE TRUST AND THE USE OF THE CHARITABLE TRUST'S INCOME AND ASSETS. THESE COMMENTS AND SUGGESTIONS ARE DISCUSSED AND DOCUMENTED IN THE MINUTES OF THE MEETING. IN ADDITION, THE CHARITABLE TRUST PROVIDES STATEMENTS ON A QUARTERLY BASIS TO THE SUPPORTED ORGANIZATION. THE SUPPORTED ORGANIZATION REVIEWS THESE STATEMENTS AND REPORTS BACK TO THE CHARITABLE TRUST REGARDING ANY COMMENTS OR SUGGESTIONS THE SUPPORTED ORGANIZATION HAS REGARDING THE INVESTMENTS OBJECTIVES AND POLICIES OF THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4THE CHARITABLE TRUST WAS BOTH RESPONSIVE AND ATTENTIVE TO THE KIWANIS CLUB, INTERNATIONAL (SUPPORTED ORGANIZATION IDENTIFIED IN PART I, LINE 11G). THE CHARITABLE TRUST WAS RESPONSIVE TO THE SUPPORTED AS DESCRIBED IN THE EXPLANATION FOR PART IV, SECTION D, LINE 2. THE CHARITABLE TRUST WAS ATTENTIVE TO THE KIWANIS CLUB BY PROVIDING MORE THAN 10% OF OF THE KIWANIS CLUB'S TOTAL SUPPORT. 10% OF THE KIWANIS CLUB'S TOTAL SUPPORT FOR ITS FISCAL YEAR ENDED 09/30/2024 (LAST RETURN SHOWN ON GUIDESTAR) WAS $27,043. THE AMOUNT OF DISTRIBUTIONS TO THE KIWANIS CLUB WAS $145,450.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART V, SECTION E, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt02810624
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt02654383
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt059426
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt034626
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt02751198
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt02619757
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt042159
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt039816
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt02768465
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt02614567
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt096896
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt091510
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt02810624
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt02654383
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt096896
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt091510
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0630144686
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0145450
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0KIWANIS INT'L - MTGY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0145450
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0145450
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(4)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DISTRIBUTIONS TO CHARITABLE ORGANZIATIONS IN THE RIVER REGION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0KIWANIS INT'L - MTGY
IRS990ScheduleI/RecipientTable/RecipientEIN0630144686
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01695 PERRY HILL ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MONTGOMERY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd036106
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE CHARITABLE TRUST ONLY GRANTS FUNDS TO ITS SUPPORTED ORGANIZATION. THE TWO ENTITIES COMMUNICATE REGULARLY REGARDING THE USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A CHARITABLE TRUST AND IS NOT REQUIRED TO HAVE A GOVERNING BODY. THE FORM 990 IS REVIEWED BY THE TRUSTEE PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENT, THEREFORE THIS INFORMATION IS NOT AVAILABLE FOR INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0KIWANIS INTERNATIONAL MONTGOMERY CHAPTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630144686
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FORM FRIENDSHIPS, RENDER ALTRUISTIC SERVICE AND BUILD A BETTER COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01695 PERRY HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MONTGOMERY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd036106
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0145450
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0KIWANIS INTERNATIONAL MONTGOMERY CHAPTER
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02255574
IRS990/TotalAssetsEOYAmt02247727
IRS990/TotalAssetsGrp/BOYAmt02255574
IRS990/TotalAssetsGrp/EOYAmt02247727
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030655
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0145450
IRS990/TotalFunctionalExpensesGrp/TotalAmt0176105
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02255574
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02247727
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0145450
IRS990/TotalReportableCompFromOrgAmt030455
IRS990/TotalRevenueGrp/ExclusionAmt0168258
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0168258
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02255574
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02247727
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd01
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2450
IRS990/USAddress/CityNm0MONTGOMERY
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd0361022450
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUST DEPARTMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03342306103
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN A PETERSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0636069709
ReturnHeader/Filer/PhoneNum03342306103
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2450
ReturnHeader/Filer/USAddress/CityNm0MONTGOMERY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL

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