SARA JEAN REVOCABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SARA JEAN REVOCABLE TRUST (EIN 43-6934592)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-01-18
- IRS object ID
- 202410189349100721
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-18T14:00:31-06:00 | ReturnTs |
| Tax Period End | 2023-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436934592 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARA JEAN JONES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARA | BusinessNameControlTxt |
| Phone | 3147467329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11356 | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631050156 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMERCE TRUST | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3147467329 | PhoneNum |
| Signature | 2023-12-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $945,381 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $23,499 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,499 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,063 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $105,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,063 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $633 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $25,195 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,562 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,014 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,762 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,252 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $269 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $269 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,283 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,031 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,252 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,283 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,031 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,252 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,088 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,531 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,208 | CashBOYAmt |
| Cash EOY | $2,967 | CashEOYAmt |
| Cash EOYFMV | $2,967 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $414,379 | CorporateStockBOYAmt |
| Corporate Stock EOY | $434,212 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $620,818 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $377,165 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $363,510 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $321,596 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $841,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $800,689 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $945,381 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $841,752 | CapitalStockBOYAmt |
| Capital Stock EOY | $800,689 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $841,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $800,689 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $841,752 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $800,689 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $841,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,088 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $801,664 | SubtotalAmt |
| Other Decreases | $975 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $800,689 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 40. META PLATFORMS INC | 2021-07-29 | 2022-11-02 | $3,704 | $7,562 | -$3,858 | -$3,858 | |
| 25. FLEETCOR TECHNOLOGIES INC | 2020-08-25 | 2022-11-02 | $4,551 | $6,217 | -$1,666 | -$1,666 | |
| 30. BECTON DICKINSON & COMPANY | 2020-03-05 | 2022-11-16 | $6,657 | $6,143 | $514 | $514 | |
| 10. COOPER COS INC | 2014-01-15 | 2022-11-16 | $3,133 | $1,297 | $1,836 | $1,836 | |
| 30. SPDR GOLD TRUST ETF | 2022-03-17 | 2022-12-06 | $4,942 | $5,441 | -$499 | -$499 | |
| 315. HANESBRANDS INC | 2021-05-05 | 2022-12-20 | $1,839 | $6,478 | -$4,639 | -$4,639 | |
| 80. BAXTER INTERNATIONAL INC | 2021-09-22 | 2023-01-27 | $3,679 | $6,561 | -$2,882 | -$2,882 | |
| 20. BROADRIDGE FINANCIAL SOL | 2020-08-25 | 2023-01-27 | $2,993 | $2,760 | $233 | $233 | |
| 120. TRUIST FINANCIAL CORPORATION | 2019-12-11 | 2023-03-24 | $3,929 | $5,112 | -$1,183 | -$1,183 | |
| 65. ALPHABET INC CLASS A | 2010-03-23 | 2023-03-29 | $6,576 | $893 | $5,683 | $5,683 | |
| 55. AMAZON COM INC | 2021-03-19 | 2023-03-29 | $5,479 | $4,265 | $1,214 | $1,214 | |
| 35. MATERIALS SELECT SECTOR SPDR TRUST ETF | 2019-10-10 | 2023-03-29 | $2,749 | $1,967 | $782 | $782 | |
| 45. NVENT ELECTRIC PLC ADR | 2021-11-02 | 2023-03-29 | $1,883 | $1,666 | $217 | $217 | |
| 6. BLACKROCK INC | 2021-11-02 | 2023-05-01 | $4,033 | $3,971 | $62 | $62 | |
| 30. CROWN CASTLE INC | 2019-08-07 | 2023-05-01 | $3,682 | $3,756 | -$74 | -$74 | |
| 5. PIONEER NAT RES CO | 2021-03-17 | 2023-05-01 | $1,090 | $826 | $264 | $264 | |
| 35. ISHARES RUSSELL MIDCAP GROWTH ETF | 2021-07-29 | 2023-05-16 | $3,110 | $4,027 | -$917 | -$917 | |
| 20. ISHARES RUSSELL 2000 VALUE ETF | 2021-12-16 | 2023-05-16 | $2,613 | $3,245 | -$632 | -$632 | |
| 148.343 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND K | 2022-08-01 | 2023-06-01 | $1,424 | $1,509 | -$85 | -$85 | |
| 36.314 GATEWAY FUND N | 2021-10-22 | 2023-06-01 | $1,402 | $1,457 | -$55 | -$55 | |
| 5. ELEVANCE HEALTH INC | 2020-03-05 | 2023-06-28 | $2,191 | $1,423 | $768 | $768 | |
| 10. HONEYWELL INTL INC | 2015-04-08 | 2023-06-28 | $2,024 | $993 | $1,031 | $1,031 | |
| 75. NASDAQ INC | 2016-05-18 | 2023-06-28 | $3,709 | $1,570 | $2,139 | $2,139 | |
| 516.8 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND K | 2022-08-01 | 2023-08-11 | $5,049 | $5,256 | -$207 | -$207 | |
| 45. EURONET SVCS INC | 2017-07-26 | 2023-08-15 | $3,812 | $4,199 | -$387 | -$387 | |
| 100. XCEL ENERGY INC | 2022-03-16 | 2023-08-29 | $5,780 | $6,913 | -$1,133 | -$1,133 | |
| 15. NVIDIA CORP | 2021-11-02 | 2023-08-30 | $7,427 | $3,945 | $3,482 | $3,482 | |
| 10. PARKER-HANNIFIN CP | 2021-03-17 | 2023-08-30 | $4,177 | $3,138 | $1,039 | $1,039 | |
| 15. RTX CORPORATION | 2022-06-08 | 2023-08-30 | $1,292 | $1,493 | -$201 | -$201 | |
| .333 VERALTO CORP | 2010-03-31 | 2023-10-02 | $24 | $4 | $20 | $20 | |
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P | |||||
| CAPITAL GAIN DIVIDENDS | $197 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,063 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $160 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $160 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $160 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $340 | OverpaymentAmt |
| Applied To ES Tax | $340 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMERCE TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4178375267 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2817 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Commerce Trust | ||||||
| PO BOX 2817 | SPRINGFIELD | MO | 65801 | TRUSTEE | 1 | $12,264 |
| Commerce Trust | ||||||
| PO BOX 11356 | CLAYTON | MO | 63105 | TAX PREPARATION | 1 | $2,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $955,300 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,000,861 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,000,861 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,013 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $985,848 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $160 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $160 | TotalTaxAmt |
| Distributable Before Adj | $49,132 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,132 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,132 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,252 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $52,252 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,132 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,346 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $796 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $414 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,556 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,252 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,132 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,120 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,676 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,346 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,330 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $796 | ExcessFromYear4Amt |
| Excess From Year3 | $414 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $3,120 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIRST BAPTIST CHURCH OF DUENWEG | |||||||
| 13759 ASPEN RD | JOPLIN | MO | 64804 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| HARMONY GROVE CEMETERY | |||||||
| PO BOX 487 | DUENWEG | MO | 64841 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| UNITED WAY OF SOUTHWEST MISSOURI | |||||||
| 3510 EAST 3RD STREET | JOPLIN | MO | 64801 | NONE | PC | GENERAL OPERATIONS | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,499 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,063 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $633 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $25,195 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,195 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (8 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| ANN A TRAVER CHARITABLE TRUST B | |
| 501(c)(4) | COMMON TRUSTEE |
| IVY J TRIMMER - CHRISTIAN CHURCH | |
| 501(c)(4) | COMMON TRUSTEE |
| IVY J TRIMMER TRUST | |
| 501(c)(4) | COMMON TRUSTEE |
| ALICE G OGG TRUST UNDER WILL | |
| 501(c)(4) | COMMON TRUSTEE |
| MARY HARTMANN FOUNDATION | |
| 501(c)(4) | COMMON TRUSTEE |
| SHAARE SHOLEM CEMETERY TRUST | |
| 501(c)(13) | COMMON TRUSTEE |
| ADATH JOSEPH CEMETERY FUND | |
| 501(c)(13) | COMMON TRUSTEE |
| NINA BOZARTH TUW FBO KAMPF | |
| 501(c)(13) | COMMON TRUSTEE |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $975 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $633 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $238 | $238 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $31 | $31 | $0 |