Nonprofit · EIN 42-6242034
HELEN T STEWART & MILDRED STEWART TRUST
Tax-exempt · GRINNELL, IA 50112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $7,782 | $19,832 | -$12,050 | $64,992 | $0 | $64,992 |
| December 31, 2024 | 990-PF | $17,986 | $27,307 | -$9,321 | $66,662 | $0 | $66,662 |
| December 31, 2023 | 990-PF | $18,102 | $21,505 | -$3,403 | $76,729 | $0 | $76,729 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,318
- Interest
- $317
- Net rental income
- $1,623
- Net gain from sales of assets
- $1,043
Expenses
- Grants and similar amounts paid
- $13,952
- Compensation of officers, directors and key employees
- $3,000
- Disbursements for charitable purposes
- $16,057
- Excise tax on investment income
- $58
Balance sheet and other
- Total assets, start of year
- $77,042
- Total assets, end of year
- $64,992
- Total liabilities, end of year
- $0
- Net assets, end of year
- $64,992
- Fair market value of assets
- $377,623
- Qualifying distributions
- $16,057
- Net investment income
- $7,782
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John F Bierman III 920 Main St PO Box 713, Grinnell, IA 50112 | Trusteee | 2 | $3,000 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John F Bierman III 920 Main St PO Box 713, Grinnell, IA 50112 | Trusteee | 2 | $3,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John F Bierman III 920 Main St PO Box 713, Grinnell, IA 50112 | Trusteee | 0 | $3,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 713, GRINNELL, IA 50112-0713
- Signed the 990-PF
- JOHN F BIERMAN, TRUSTEE
- Return prepared by
- BIERMAN&BIERMAN PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-6242034
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $64,992
- Income (IRS master file)
- $8,306
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $7,782 | $19,832 | $64,992 | IRS |
| 990-PF | December 2024 | $17,986 | $27,307 | $66,662 | IRS |
| 990-PF | December 2023 | $18,102 | $21,505 | $76,729 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-6242034).
Questions about HELEN T STEWART & MILDRED STEWART TRUST
- What is the EIN of HELEN T STEWART & MILDRED STEWART TRUST?
- The employer identification number (EIN) of HELEN T STEWART & MILDRED STEWART TRUST is 42-6242034.
- Is HELEN T STEWART & MILDRED STEWART TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does HELEN T STEWART & MILDRED STEWART TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN T STEWART & MILDRED STEWART TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN T STEWART & MILDRED STEWART TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HELEN T STEWART & MILDRED STEWART TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,000 (John F Bierman III, Trusteee).
- How much revenue does HELEN T STEWART & MILDRED STEWART TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $7,782, expenses of $19,832 and total assets of $64,992 at year end.
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