WESTERMANN JOINT LVG RVOC TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WESTERMANN JOINT LVG RVOC TR (EIN 43-6848005)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-01-29
- IRS object ID
- 202420299349100737
- 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 | 2024-01-29T16:00:13-06:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436848005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERMANN JOINT LIVING TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | 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 | 2024-01-16 | 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 | $888,658 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $23,633 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,633 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $134,828 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $23,634 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,634 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,161 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,337 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,824 | 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 | $710 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $234 | 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 | $12,871 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,571 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,824 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,289 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,289 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,160 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,571 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,113 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,526 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,063 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,263 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,745 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,877 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $388,206 | CorporateStockBOYAmt |
| Corporate Stock EOY | $385,388 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $447,061 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $478,212 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $441,451 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $389,720 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $917,681 | TotalAssetsBOYAmt |
| Total Assets EOY | $878,584 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $888,658 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $917,681 | CapitalStockBOYAmt |
| Capital Stock EOY | $878,584 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $917,681 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $878,584 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $917,681 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $878,584 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $917,681 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,526 | ExcessRevenueOverExpensesAmt |
| Other Increases | $495 | OtherIncreasesAmt |
| Subtotal | $878,650 | SubtotalAmt |
| Other Decreases | $66 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $878,584 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (102 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 56.976 INVESCO MAIN STREET SMALL CAP FUND R6 | 2020-09-22 | 2023-01-05 | $1,014 | $834 | $180 | $180 | |
| 27.01 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2018-12-28 | 2023-01-05 | $874 | $725 | $149 | $149 | |
| 118.994 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2021-03-26 | 2023-01-05 | $2,080 | $2,482 | -$402 | -$402 | |
| 50.722 DFA US LARGE CAP VALUE PORTFOLIO | 2015-06-24 | 2023-01-05 | $2,118 | $1,767 | $351 | $351 | |
| 85.142 FIDELITY MID CAP VALUE INDEX FUND | 2020-06-05 | 2023-01-05 | $1,942 | $1,602 | $340 | $340 | |
| 170.126 MFS RESEARCH INTERNATIONAL FUND R6 | 2021-08-12 | 2023-01-05 | $3,379 | $2,796 | $583 | $583 | |
| 157.641 T ROWE PRICE OVERSEAS STOCK FUND-I | 2021-08-12 | 2023-01-05 | $1,745 | $1,925 | -$180 | -$180 | |
| 50.908 TIAA-CREF LARGE-CAP VALUE INDEX FUND | 2020-06-05 | 2023-01-05 | $1,111 | $938 | $173 | $173 | |
| 48.389 ARTISAN MID CAP FUND-INS | 2021-03-26 | 2023-04-05 | $1,741 | $2,612 | -$871 | -$871 | |
| 99.595 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2022-01-05 | 2023-04-05 | $3,670 | $4,651 | -$981 | -$981 | |
| 20.474 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL # 339 | 2022-01-05 | 2023-04-05 | $836 | $994 | -$158 | -$158 | |
| 28.925 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2022-01-05 | 2023-04-05 | $532 | $628 | -$96 | -$96 | |
| 23.279 JPMORGAN HEDGED EQUITY FUND-R6 | 2022-01-05 | 2023-04-05 | $610 | $626 | -$16 | -$16 | |
| 312.382 MFS RESEARCH INTERNATIONAL FUND R6 | 2022-03-25 | 2023-04-05 | $6,604 | $6,860 | -$256 | -$256 | |
| 41.586 NORTHERN FUNDS ACTIVE M EMERGING MARKETS | 2021-03-26 | 2023-04-05 | $554 | $822 | -$268 | -$268 | |
| 69.5 T ROWE PRICE GROWTH STOCK FUND-I | 2022-01-05 | 2023-04-05 | $4,946 | $6,049 | -$1,103 | -$1,103 | |
| 54.821 TIAA-CREF LARGE-CAP GROWTH INDEX FUND | 2016-12-28 | 2023-04-05 | $2,294 | $1,247 | $1,047 | $1,047 | |
| 30. SCHWAB SHORT TERM US TREASURY ETF | 2023-04-04 | 2023-07-05 | $1,435 | $1,457 | -$22 | -$22 | |
| 390. SCHWAB SHORT TERM US TREASURY ETF | 2022-06-28 | 2023-07-05 | $18,657 | $19,145 | -$488 | -$488 | |
| 73.902 INVESCO MAIN STREET SMALL CAP FUND R6 | 2022-01-05 | 2023-07-06 | $1,416 | $1,550 | -$134 | -$134 | |
| 28.289 ARTISAN MID CAP FUND-INS | 2021-03-26 | 2023-07-06 | $1,091 | $1,527 | -$436 | -$436 | |
| 80.932 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2022-06-29 | 2023-07-06 | $3,295 | $3,353 | -$58 | -$58 | |
| 11.938 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL # 339 | 2022-01-05 | 2023-07-06 | $508 | $579 | -$71 | -$71 | |
| 66.711 FIDELITY MID CAP VALUE INDEX FUND | 2022-06-29 | 2023-07-06 | $1,580 | $1,482 | $98 | $98 | |
| 34.398 JPMORGAN HEDGED EQUITY FUND-R6 | 2022-01-05 | 2023-07-06 | $950 | $924 | $26 | $26 | |
| 1599.363 NORTHERN FUNDS ACTIVE M EMERGING MARKETS | 2022-03-25 | 2023-07-06 | $21,463 | $27,946 | -$6,483 | -$6,483 | |
| 57.821 T ROWE PRICE GROWTH STOCK FUND-I | 2022-06-29 | 2023-07-06 | $4,697 | $3,965 | $732 | $732 | |
| 45.823 T ROWE PRICE OVERSEAS STOCK FUND-I | 2022-03-25 | 2023-07-06 | $543 | $572 | -$29 | -$29 | |
| 32.973 TIAA-CREF LARGE-CAP VALUE INDEX FUND | 2020-06-05 | 2023-07-06 | $744 | $607 | $137 | $137 | |
| 47.831 TIAA-CREF LARGE-CAP GROWTH INDEX FUND | 2022-06-29 | 2023-07-06 | $2,270 | $1,827 | $443 | $443 | |
| 21.005 INVESCO MAIN STREET SMALL CAP FUND R6 | 2022-01-05 | 2023-09-06 | $411 | $440 | -$29 | -$29 | |
| 34.471 INVESCO MAIN STREET SMALL CAP FUND R6 | 2022-01-05 | 2023-09-06 | $674 | $723 | -$49 | -$49 | |
| 21.606 ARTISAN MID CAP FUND-INS | 2021-03-26 | 2023-09-06 | $879 | $1,166 | -$287 | -$287 | |
| 81.385 BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND K | 2022-01-05 | 2023-09-06 | $799 | $850 | -$51 | -$51 | |
| 406.813 COMMERCE BOND FUND FUND #333 | 2022-01-05 | 2023-09-06 | $6,977 | $8,079 | -$1,102 | -$1,102 | |
| 32.741 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2022-06-29 | 2023-09-06 | $1,354 | $1,177 | $177 | $177 | |
| 19.786 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL # 339 | 2022-01-05 | 2023-09-06 | $852 | $960 | -$108 | -$108 | |
| 42.989 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2018-12-28 | 2023-09-06 | $1,323 | $1,154 | $169 | $169 | |
| 36.343 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2022-03-25 | 2023-09-06 | $667 | $767 | -$100 | -$100 | |
| 27.47 DFA EMERGING MARKETS PORTFOLIO | 2023-07-06 | 2023-09-06 | $736 | $731 | $5 | $5 | |
| 23.833 DFA US LARGE CAP VALUE PORTFOLIO | 2022-06-29 | 2023-09-06 | $1,022 | $906 | $116 | $116 | |
| 576.132 DODGE & COX INCOME FUND | 2021-03-26 | 2023-09-06 | $7,017 | $8,135 | -$1,118 | -$1,118 | |
| 71.751 FIDELITY MID CAP VALUE INDEX FUND | 2020-06-05 | 2023-09-06 | $1,690 | $1,350 | $340 | $340 | |
| 28.616 JPMORGAN HEDGED EQUITY FUND-R6 | 2022-01-05 | 2023-09-06 | $804 | $769 | $35 | $35 | |
| 18.945 MFS RESEARCH INTERNATIONAL FUND R6 | 2022-03-25 | 2023-09-06 | $403 | $416 | -$13 | -$13 | |
| 25.503 MFS RESEARCH INTERNATIONAL FUND R6 | 2022-03-25 | 2023-09-06 | $543 | $560 | -$17 | -$17 | |
| 16.226 T ROWE PRICE GROWTH STOCK FUND-I | 2022-06-29 | 2023-09-06 | $1,361 | $1,113 | $248 | $248 | |
| 78.645 T ROWE PRICE OVERSEAS STOCK FUND-I | 2022-03-25 | 2023-09-06 | $941 | $981 | -$40 | -$40 | |
| 20. SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF | 2022-06-28 | 2023-09-06 | $1,825 | $1,830 | -$5 | -$5 | |
| 44.503 TIAA-CREF LARGE-CAP VALUE INDEX FUND | 2020-06-05 | 2023-09-06 | $1,015 | $820 | $195 | $195 | |
| 14.487 TIAA-CREF LARGE-CAP GROWTH INDEX FUND | 2022-08-11 | 2023-09-06 | $703 | $691 | $12 | $12 | |
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,350 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $182 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $182 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $182 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $900 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $718 | OverpaymentAmt |
| Applied To ES Tax | $718 | 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 | MO | 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 | 3147467436 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 FORSYTH BLVD | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | 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 Company | ||||||
| PO BOX 11356 | CLAYTON | MO | 63105 | TRUSTEE | 1 | $9,411 |
| Commerce Trust Company | ||||||
| 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 | $850,377 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,525 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $901,902 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $901,902 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,529 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $888,373 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $182 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $182 | TotalTaxAmt |
| Distributable Before Adj | $44,237 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,237 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,237 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,113 | 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 | $52,113 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,237 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $45,607 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,113 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,607 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,506 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $37,731 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHRINERS HOSPITAL FOR CHILDREN | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31218 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATIONS | GrantOrContributionPurposeTxt |
| Amt | $50,289 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,289 | 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 | $23,633 | 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 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,634 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,634 | 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 | DECREASE IN BASIS DUE TO WASH SALES | Desc |
| Amt | $66 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX | Desc |
| Amt | $495 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $476 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $219 | $219 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $15 | $15 | $0 |