Helen T Stewart & Mildred Stewart Trust
- Assets
- $80.4k
- Revenue
- $16.5k
- Investments
- $63.0k
- Employees
- 0
- Location
- Grinnell, IA
- Founding
- 00/0000
- Data as of
- 12/2022
- 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 12/2022, Helen T Stewart & Mildred Stewart Trust generated $16.5k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 9.8% each year. All expenses for the organization totaled $21.2k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Helen T Stewart & Mildred Stewart Trust has awarded 12 individual grants totaling $118,589. 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
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $38 |
| Dividends & Interest | $5,321 |
| Net Rental Income | $4,326 |
| Net Gain on Sale of Assets | $5,426 |
| Capital Gain Net Income | $5,426 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $16,543 |
| 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 | $1,683 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $413 |
| Total operating and administrative expenses | $6,296 |
| Contributions, gifts, grants paid | $14,854 |
| Total expenses and disbursements | $21,150 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,378 |
| 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 | $80,411 |
| 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 $14,854 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
UNIVERSITY OF ILLINOIS PURPOSE: SCHOLARSHIPS | $7,427 |
GRINNELL-NEWBURG GRADUATES PURPOSE: SCHOLARSHIPS | $7,427 |