Helen T Stewart & Mildred Stewart Trust

Grinnell, IA
EIN: 42-6242034

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$18k (2024)

Expenses

$27.3k (2024)

Total Assets

$66.7k (2024)

Total Liabilities

$0 (2024)

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

$17,986

Expenses

$27,307

Net Income

-$9,321

Net Assets

$66,662

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$394	2.2%
Dividends	$3,448	19.2%
Sales of Assets	$14,091	78.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,524	82.5%
Compensation of Officers*	$3,000	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$66,662
Total Liabilities	$0
Net Assets	$66,662

Compensation

Key Employees and Officers	Compensation	Other
John F Bierman Iii (Trusteee)	$3,000	$0

990-PF

Filed on May 15, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$18,102

Expenses

$21,505

Net Income

-$3,403

Net Assets

$76,729

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$94	0.5%
Dividends	$4,281	23.6%
Sales of Assets	$10,004	55.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,097	88.8%
Compensation of Officers*	$3,000	14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$76,729
Total Liabilities	$0
Net Assets	$76,729

Compensation

Key Employees and Officers	Compensation	Other
John F Bierman Iii (Trusteee)	$3,000	$0

990-PF

Filed on May 14, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$16,543

Expenses

$21,150

Net Income

-$4,607

Net Assets

$80,411

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38	0.2%
Dividends	$5,321	32.2%
Sales of Assets	$5,426	32.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,106	80.9%
Compensation of Officers*	$3,000	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$80,411
Total Liabilities	$0
Net Assets	$80,411

Compensation

Key Employees and Officers	Compensation	Other
John F Bierman Iii (Trusteee)	$3,000	$0

990-PF

Filed on Aug. 18, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$31,204

Expenses

$40,283

Net Income

-$9,079

Net Assets

$85,006

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$6,080	19.5%
Sales of Assets	$18,264	58.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,678	86.1%
Compensation of Officers*	$3,000	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$85,006
Total Liabilities	$0
Net Assets	$85,006

Compensation

Key Employees and Officers	Compensation	Other
John F Bierman Iii (Trusteee)	$3,000	$0

990-PF

Filed on May 16, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$23,430

Expenses

$21,800

Net Income

$1,630

Net Assets

$93,981

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$6,237	26.6%
Sales of Assets	$12,388	52.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,752	81.4%
Compensation of Officers*	$3,000	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$93,982
Total Liabilities	$1
Net Assets	$93,981

Compensation

Key Employees and Officers	Compensation	Other
John F Bierman Iii (Trusteee)	$3,000	$0

990-PF

Filed on May 13, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$20,032

Expenses

$23,724

Net Income

-$3,692

Net Assets

$92,352

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.1%
Dividends	$6,187	30.9%
Sales of Assets	$9,531	47.6%
Other Income	$3	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,262	81.2%
Compensation of Officers*	$3,000	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$92,353
Total Liabilities	$1
Net Assets	$92,352

Compensation

Key Employees and Officers	Compensation	Other
John F Bierman Iii (Trusteee)	$3,000	$0

990-PF

Filed on May 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

$7,471

Expenses

$27,244

Net Income

-$19,773

Net Assets

$96,045

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.1%
Dividends	$6,089	81.5%
Sales of Assets	-$5,919
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,018	80.8%
Compensation of Officers*	$3,000	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$96,045
Total Liabilities	$0
Net Assets	$96,045

Compensation

Key Employees and Officers	Compensation	Other
John F Bierman Iii (Trusteee)	$3,000	$0

990-PF

Filed on May 14, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$11,986

Expenses

$25,982

Net Income

-$13,996

Net Assets

$115,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.1%
Dividends	$6,120	51.1%
Sales of Assets	-$1,689
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,725	79.8%
Compensation of Officers*	$3,000	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$115,817
Total Liabilities	$0
Net Assets	$115,817

Compensation

Key Employees and Officers	Compensation	Other
John F Bierman Iii (Trusteee)	$3,000	$0

990-PF

Filed on May 12, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$8,623

Expenses

$24,489

Net Income

-$15,866

Net Assets

$129,815

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$5,878	68.2%
Sales of Assets	-$6
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,899	81.3%
Compensation of Officers*	$3,000	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$129,815
Total Liabilities	$0
Net Assets	$129,815

Compensation

Key Employees and Officers	Compensation	Other
John F Bierman Iii (Trusteee)	$3,000	$0

990-PF

Filed on May 11, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$15,017

Expenses

$22,523

Net Income

-$7,506

Net Assets

$145,683

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$6,282	41.8%
Sales of Assets	$8	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,131	80.5%
Compensation of Officers*	$3,000	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$145,683
Total Liabilities	$0
Net Assets	$145,683

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$30,438

Expenses

$23,722

Net Income

$6,716

Net Assets

$153,189

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29	0.1%
Dividends	$6,777	22.3%
Sales of Assets	$12,900	42.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,727	74.7%
Compensation of Officers*	$3,000	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$153,189
Total Liabilities	$0
Net Assets	$153,189

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$13,425

Expenses

$20,610

Net Income

-$7,185

Net Assets

$146,479

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$81	0.6%
Dividends	$6,672	49.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,687	81.0%
Compensation of Officers*	$3,000	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$146,479
Total Liabilities	$0
Net Assets	$146,479

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$11,021

Expenses

$21,700

Net Income

-$10,679

Net Assets

$153,703

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$248	2.3%
Dividends	$5,492	49.8%
Sales of Assets	$0
Other Income	$35	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,599	76.5%
Compensation of Officers*	$3,000	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$153,703
Total Liabilities	$0
Net Assets	$153,703

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$13,848

Expenses

$19,458

Net Income

-$5,610

Net Assets

$164,383

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$518	3.7%
Dividends	$5,280	38.1%
Sales of Assets	$66	0.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,851	76.3%
Compensation of Officers*	$1,200	6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$164,383
Total Liabilities	$0
Net Assets	$164,383

990-PF

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

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.

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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

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Updated March 23, 2026

Helen T Stewart & Mildred Stewart Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $18k (2024)

Expenses $27.3k (2024)

Total Assets $66.7k (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$18k (2024)

Expenses

$27.3k (2024)

Total Assets

$66.7k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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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

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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2002

Fiscal Year Ending Dec.
2001