Helen T Stewart & Mildred Stewart Trust
- Assets
- $85.0k
- Revenue
- $31.2k
- Investments
- $54.9k
- Employees
- 0
- Location
- Grinnell, IA
- Founding
- 00/0000
- Data as of
- 12/2021
- EIN
- 42-6242034
Organization Overview
Helen T Stewart & Mildred Stewart Trust is located in Grinnell, IA. The organization was established in 0000. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 12/2021, Helen T Stewart & Mildred Stewart Trust generated $31.2k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 11.0% each year . All expenses for the organization totaled $40.3k during the year ending 12/2021. While expenses have increased by 8.7% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Helen T Stewart & Mildred Stewart Trust has awarded 14 individual grants totaling $134,735. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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PDF Copies of 990 Filings
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $4 |
| Dividends & Interest | $6,080 |
| Net Rental Income | $3,775 |
| Net Gain on Sale of Assets | $18,264 |
| Capital Gain Net Income | $18,264 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $31,204 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $3,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,564 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,093 |
| Total operating and administrative expenses | $7,857 |
| Contributions, gifts, grants paid | $32,426 |
| Total expenses and disbursements | $40,283 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $14,050 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $16,000 |
| Other assets | $50 |
| Total assets | $85,006 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Helen T Stewart & Mildred Stewart Trust has awarded $32,426 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
UNIVERSITY OF ILLINOIS PURPOSE: SCHOLARSHIPS | $16,213 |
GRINNELL-NEWBURG GRADUATES PURPOSE: SCHOLARSHIPS | $16,213 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Src Benefit Programs Trust Springfield, MO | $118,089 | $9,937,850 |
Woodbourne Charitable Trust Plymouth, MN | $1,142,964 | $10,020,932 |
Audrey E & Donald L Hutt Tr 283 Chicago, IL | $19,533,735 | $12,080,033 |
James M Stanton Foundation Bloomington, MN | $29,105,685 | $38,323,984 |
Lawyers Trust Fund Of Illinois Chicago, IL | $23,693,587 | $13,676,265 |
Cokato Charitable Trust Cokato, MN | $9,103,416 | $8,785,306 |
William H Miner Foundation Chicago, IL | $135,785,081 | $12,025,973 |
Frederick Henry Prince Testamentary Trust Chicago, IL | $125,717,434 | $17,884,796 |
Bluhm Family Charitable Foundation Chicago, IL | $0 | $104,878 |
Willard J And Alice C Corbett Char Tr Chicago, IL | $0 | $307,254 |
Ferdinand A & Agnes M Bower Charitable Trust Chicago, IL | $0 | $555,207 |
Jay And Rose Phillips Family Foundation Of Minnesota Minneapolis, MN | $65,545,808 | $6,097,586 |