LOWE B ARMSTRONG TRUST UW FBO 7 CHARITIES: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LOWE B ARMSTRONG TRUST UW FBO 7 CHARITIES (EIN 55-6129781)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-11
- IRS object ID
- 202211929349101416
- Schema version
- 2021v4.1
- 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
- Form 990-PF
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-11T10:00:21-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 556129781 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOWE B ARMSTRONG TUW XXXXX3006 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARMS | BusinessNameControlTxt |
| Phone | 8004962583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRYSTAL ZEC | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8004962583 | PhoneNum |
| Signature | 2022-05-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER A HAWES | PreparerPersonNm |
| PTIN | P01379658 | PTIN |
| Phone | 7327679100 | PhoneNum |
| Preparation | 2022-05-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $157,255 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,358 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,358 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,446 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,060 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,446 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $10,804 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,804 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,983 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,163 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $820 | 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 | $152 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $75 | 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 | $3,135 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,238 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $820 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,520 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,520 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,655 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,238 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,340 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,149 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,566 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,091 | CashBOYAmt |
| Cash EOY | $2,599 | CashEOYAmt |
| Cash EOYFMV | $2,599 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,142 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,561 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,561 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $71,780 | CorporateStockBOYAmt |
| Corporate Stock EOY | $77,211 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $126,458 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,256 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $19,713 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $19,512 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,587 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,925 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,125 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $105,856 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,009 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $157,255 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $105,856 | CapitalStockBOYAmt |
| Capital Stock EOY | $108,009 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $105,856 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $108,009 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $105,856 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $108,009 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $105,856 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,149 | ExcessRevenueOverExpensesAmt |
| Other Increases | $226 | OtherIncreasesAmt |
| Subtotal | $108,231 | SubtotalAmt |
| Other Decreases | $222 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $108,009 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 95.223 VANGUARD TTL INTL BND-ADM | 2021-01-25 | $2,222 | $2,183 | $39 | $39 | ||
| 11.737 VANGUARD TTL INTL BND-ADM | 2021-01-25 | $274 | $270 | $4 | $4 | 2020-01-29 | |
| 13. VANGUARD INT-TERM CORPORATE | 2021-01-25 | $1,254 | $1,241 | $13 | $13 | 2020-11-02 | |
| 41.392 JPM US LARGE CAP CORE PLUS FD - USD - R6 ISIN US48129C6030 | 2021-02-18 | $1,041 | $579 | $462 | $462 | 2009-05-15 | |
| 36.083 PRIMECAP ODYSSEY STOCK FUND | 2021-02-18 | $1,377 | $541 | $836 | $836 | 2012-07-23 | |
| . JPMORGAN BETABUILDERS JAPAN ETF | 2021-04-15 | $29 | $29 | $29 | |||
| . JPMORGAN BETABUILDERS CANADA | 2021-04-15 | $30 | $30 | $30 | |||
| 10.436 FIDELITY 500 INDEX-INST PRM | 2021-04-19 | $1,508 | $1,047 | $461 | $461 | 2020-03-10 | |
| 5. ISHARES TR 20+ TREAS INDEX FD | 2021-04-19 | $694 | $717 | -$23 | -$23 | 2019-09-24 | |
| 2. ISHARES TR 20+ TREAS INDEX FD | 2021-04-19 | $278 | $287 | -$9 | -$9 | 2019-09-24 | |
| 3. ISHARES TR 20+ TREAS INDEX FD | 2021-04-19 | $416 | $482 | -$66 | -$66 | 2020-10-12 | |
| 36.835 SIX CIRCLES US UNCONSTR EQ | 2021-04-19 | $561 | $360 | $201 | $201 | 2018-11-13 | |
| 530.556 LORD ABBETT HIGH YIELD-F3 | 2021-05-19 | $3,990 | $3,438 | $552 | $552 | 2020-05-11 | |
| 251.675 PGIM HIGH YIELD-R6 | 2021-05-20 | $1,394 | $1,185 | $209 | $209 | 2020-03-31 | |
| 112.71 PIMCO MTGE OPPORTUNITIES IS | 2021-07-23 | $1,238 | $1,206 | $32 | $32 | 2020-06-01 | |
| 13.34 FIDELITY 500 INDEX-INST PRM | 2021-09-16 | $2,077 | $1,411 | $666 | $666 | ||
| 17.827 JPM TAX AWR EQTY FD - USD - R6 ISIN US48129C8358 | 2021-09-16 | $877 | $299 | $578 | $578 | 2011-08-30 | |
| 84.381 SIX CIRCLES US UNCONSTR EQ | 2021-09-16 | $1,413 | $824 | $589 | $589 | 2018-11-13 | |
| 20. JPMORGAN BETABUILDERS JAPAN ETF | 2021-10-21 | $1,135 | $889 | $246 | $246 | ||
| 6. ISHARES CORE MSCI EMERGING | 2021-10-26 | $382 | $332 | $50 | $50 | 2020-10-21 | |
| 1. ISHARES CORE MSCI EMERGING | 2021-10-26 | $64 | $55 | $9 | $9 | 2020-10-21 | |
| 10. ISHARES CORE MSCI EMERGING | 2021-10-26 | $638 | $553 | $85 | $85 | 2020-10-21 | |
| 7. ISHARES CORE MSCI EMERGING | 2021-10-26 | $446 | $387 | $59 | $59 | ||
| 15. ISHARES CORE MSCI EMERGING | 2021-10-26 | $955 | $830 | $125 | $125 | 2020-10-21 | |
| 9. ISHARES CORE MSCI EMERGING | 2021-10-26 | $573 | $498 | $75 | $75 | 2020-10-21 | |
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,194 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,446 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $119 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $119 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $119 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $84 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $95 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $179 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $60 | OverpaymentAmt |
| Applied To ES Tax | $60 | 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 | WV | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004962583 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN STMC IL 1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN STMC IL 1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $2,983 | CompensationAmt |
| 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 | $147,776 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,976 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $150,752 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $150,752 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,261 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $148,491 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,425 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,425 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $119 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $119 | TotalTaxAmt |
| Distributable Before Adj | $7,306 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,306 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,306 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,340 | 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 | $6,340 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,306 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,513 | 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 | $6,340 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,513 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $827 | 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 | $6,479 | 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BEECHTOWN CEMETERY ASSOCIATION | ||||||||
| PO BOX 132 | FRENCH CREEK | WV | 262180132 | NONE | NC | GENERAL | $480 | |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 315 KERENS AVE | ELKINS | WV | 262413852 | NONE | PC | GENERAL | $960 | |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 52 S FLORIDA ST | BUCKHANNON | WV | 262012672 | NONE | PC | GENERAL | $960 | |
| UPSHUR COUNTY SENIOR CENTER | ||||||||
| 26 N KANAWHA ST | BUCKHANNON | WV | 262012714 | NONE | PC | GENERAL | $480 | |
| CHAPEL HILL UNITED METHODIST CHURCH | ||||||||
| 88 S KANAWHA ST | BUCKHANNON | WV | 262012635 | NONE | PC | GENERAL | $960 | |
| CHARLES W GIBSON LIBRARY | ||||||||
| 105 E MAIN AT SEDGEWICK ST | BUCKHANNON | WV | 262012735 | NONE | PC | GENERAL | $480 | ATTN WILLIAM OBRIEN |
| FRENCHTON UNITED METHODIST CHURCH | ||||||||
| 127 BURGHAM RD | FRENCH CREEK | WV | 262187299 | NONE | PC | GENERAL | $1,200 | ATTN MARTHA ANDREWS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,520 | 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 | $4,358 | 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 | $6,446 | 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 | $10,804 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,804 | 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 | false | RelationshipsNonchrtblEOInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEECHTOWN CEMETERY ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 132 | AddressLine1Txt |
| City | FRENCH CREEK | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 262180132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-09-30 | GrantDt |
| Grant | $480 | GrantAmt |
| Purpose Of Grant | BEAUTIFICATION OF THE CEMETERY | PurposeOfGrantTxt |
| Expended By Grantee | $480 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE GRANTOR'S KNOWLEDGE & BASED ON THE PROVISIONS OF THE TRUST DOCUMENT, THE GRANT WAS USED FOR I | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 03/28/2022 | DatesOfReportsByGranteeTxt |
| Verification | 2022-03-28 | VerificationDt |
| Results Of Verification | NO VERIFICATION UNDERTAKEN AS THERE HAS BEEN NO REASON TO DOUBT THE USE OF THE GRANT FUNDS. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4812C0100 JPM CORE BD FD - USD | $1,495 | $1,508 |
| 92203J308 VANGUARD TTL INTL BN | ||
| 54401E143 LORD ABBETT SHRT DUR | $2,848 | $2,846 |
| 464287432 ISHARES 20+ YEAR TRE | $1,662 | $1,630 |
| 54401E218 LORD ABBETT HIGH YIE | ||
| 74440Y884 PGIM HIGH YIELD-Q | ||
| 83002G702 SIX CIRCLES GLOBAL B | $6,188 | $6,004 |
| 83002G884 SIX CIRCLES CREDIT O | $3,030 | $3,050 |
| 92206C771 VANGUARD MORTGAGE-BA | $1,460 | $1,427 |
| 92206C870 VANGUARD INT-TERM CO | ||
| 46429B267 ISHARES US TREASURY | $1,503 | $1,521 |
| 921937835 VANGUARD TOTAL BOND | $1,527 | $1,526 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287465 ISHARES MSCI EAFE ET | $7,055 | $9,127 |
| 74160Q301 PRIMECAP ODYSSEY STO | ||
| 78462F103 SPDR S&P 500 ETF TRU | $21,723 | $56,520 |
| 48129C603 JPM US L/C CORE PL F | ||
| 315911750 FIDELITY 500 INDEX-I | $7,833 | $10,674 |
| 46641Q688 JPM BTABLDRS DEV ASI | ||
| 46641Q696 JPMORGAN BETABUILDER | ||
| 46641Q712 JPMORGAN BETABUILDER | ||
| 46641Q720 JPMORGAN BETABUILDER | ||
| 83002G306 SIX CIRCLES US UNCON | $12,305 | $17,290 |
| 83002G405 SIX CIRCLES INTL UNC | $12,014 | $13,736 |
| 48129C835 JPM TAX AWR EQTY FD | $157 | $422 |
| 46434G103 ISHARES CORE MSCI EM | ||
| 315911727 FIDELITY INTL INDX-I | $1,608 | $1,681 |
| 46641Q191 JPMORGAN BETABUILDER | $4,097 | $4,600 |
| 46641Q217 JPMORGAN BETABUILDER | $3,913 | $4,351 |
| 46641Q225 JPMORGAN BETABUILDER | $3,563 | $4,973 |
| 46641Q233 JPM BTABLDRS DEV ASI | $2,943 | $3,084 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 09257V508 BLACKSTONE ALT MULTI | AT COST | $2,745 | $2,699 |
| 09250J734 BLACKROCK EVNT DRVN | AT COST | $1,325 | $1,340 |
| 64128R608 NEUBERGER BERMAN LON | AT COST | $1,311 | $1,566 |
| 72201U638 PIMCO MRTG OPP & BND | |||
| 72201M487 PIMCO DYNAMIC BOND-I | AT COST | $1,544 | $1,520 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2021 TRANSACTIONS POSTED IN 2022 | Desc |
| Amt | $222 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2020 TRANSACTIONS POSTED IN 2021 | $221 |
| ROUNDING | $5 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $62 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $15 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $63 | $63 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $12 | $12 | $0 |