Siegfried Petersen Educational Tr

Roberts Tamra Ttee

Tipton, IA
Tax-exempt since June 2004
EIN: 20-1021305

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$39.5k (2024)

Expenses

$30.9k (2024)

Total Assets

$1M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$39,481

Expenses

$30,860

Net Income

$8,621

Net Assets

$999,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$231	0.6%
Dividends	$46,465	> 100%
Sales of Assets	-$7,215
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,000	97.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$999,536
Total Liabilities	$0
Net Assets	$999,536

Compensation

Key Employees and Officers	Compensation	Other
Katie Reidy Abel (Trustee)	$0	$0
Kenneth Beuthien (Trustee)	$0	$0

990-PF

Filed on April 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$21,784

Expenses

$36,788

Net Income

-$15,004

Net Assets

$972,258

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,209	10.1%
Dividends	$44,181	> 100%
Sales of Assets	-$24,606
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,000	81.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$972,258
Total Liabilities	$0
Net Assets	$972,258

Compensation

Key Employees and Officers	Compensation	Other
Katie Reidy Abel (Trustee)	$0	$0
Kenneth Beuthien (Trustee)	$0	$0

990-PF

Filed on April 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$41,999

Expenses

$39,826

Net Income

$2,173

Net Assets

$922,301

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$102	0.2%
Dividends	$44,763	> 100%
Sales of Assets	-$2,866
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,500	81.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$922,301
Total Liabilities	$0
Net Assets	$922,301

Compensation

Key Employees and Officers	Compensation	Other
Katie Reidy Abel (Trustee)	$0	$0
Kenneth Beuthien (Trustee)	$0	$0

990-PF

Filed on April 6, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$46,166

Expenses

$42,521

Net Income

$3,645

Net Assets

$1,059,383

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$78	0.2%
Dividends	$41,642	90.2%
Sales of Assets	$4,446	9.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,500	81.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,059,383
Total Liabilities	$0
Net Assets	$1,059,383

Compensation

Key Employees and Officers	Compensation	Other
Katie Reidy Abel (Trustee)	$0	$0
Kenneth Beuthien (Trustee)	$0	$0

990-PF

Filed on April 26, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$47,472

Expenses

$33,640

Net Income

$13,832

Net Assets

$1,060,566

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$77	0.2%
Dividends	$46,940	98.9%
Sales of Assets	$455	1.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,000	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,060,567
Total Liabilities	$1
Net Assets	$1,060,566

Compensation

Key Employees and Officers	Compensation	Other
Katie Reidy Abel (Trustee)	$0	$0
Kenneth Beuthien (Trustee)	$0	$0

990-PF

Filed on May 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$58,866

Expenses

$12,345

Net Income

$46,521

Net Assets

$1,054,953

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$58	0.1%
Dividends	$55,910	95.0%
Sales of Assets	$2,898	4.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,750	95.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,054,954
Total Liabilities	$1
Net Assets	$1,054,953

Compensation

Key Employees and Officers	Compensation	Other
Katie Reidy Abel (Trustee)	$0	$0
Kenneth Beuthien (Trustee)	$0	$0

990-PF

Filed on April 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$21,414

Expenses

$4,175

Net Income

$17,239

Net Assets

$979,272

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,337	15.6%
Dividends	$24,170	> 100%
Sales of Assets	-$6,093
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,500	83.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$979,272
Total Liabilities	$0
Net Assets	$979,272

Compensation

Key Employees and Officers	Compensation	Other
Tamra Roberts (Trustee)	$0	$0
Roger Schroeder (Trustee)	$0	$0
Kenneth Beuthien (Trustee)	$0	$0

990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$5,147

Expenses

$5,790

Net Income

-$643

Net Assets

$998,823

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,147	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,500	95.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$998,823
Total Liabilities	$0
Net Assets	$998,823

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$5,607

Expenses

$9,248

Net Income

-$3,641

Net Assets

$999,466

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,607	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,000	97.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$999,466
Total Liabilities	$0
Net Assets	$999,466

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$7,601

Expenses

$10,163

Net Income

-$2,562

Net Assets

$1,003,107

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,601	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,000	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,003,107
Total Liabilities	$0
Net Assets	$1,003,107

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$10,441

Expenses

$10,110

Net Income

$331

Net Assets

$1,005,669

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,441	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,000	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,005,669
Total Liabilities	$0
Net Assets	$1,005,669

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$13,166

Expenses

$15,850

Net Income

-$2,684

Net Assets

$1,005,338

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,166	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,850	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,005,338
Total Liabilities	$0
Net Assets	$1,005,338

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated January 26, 2026

Siegfried Petersen Educational Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $39.5k (2024)

Expenses $30.9k (2024)

Total Assets $1M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$39.5k (2024)

Expenses

$30.9k (2024)

Total Assets

$1M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006