SARA JEAN REVOCABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SARA JEAN REVOCABLE TRUST (EIN 43-6934592)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-01-14
- IRS object ID
- 202220149349100312
- Schema version
- 2020v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-14T16:00:19-06:00 | ReturnTs |
| Tax Period End | 2021-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-11-01 | 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 COMPANY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3147467329 | PhoneNum |
| Signature | 2022-01-14 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $1,224,980 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $21,280 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,280 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $105,951 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $296,281 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $105,951 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $127,231 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,231 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,907 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,521 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,386 | 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 | $259 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $259 | 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 |
| Other Expenses Rev And Expnss | $2 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $16,168 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,782 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,386 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,168 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,782 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,386 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $61,063 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,449 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,154 | CashBOYAmt |
| Cash EOY | $10,452 | CashEOYAmt |
| Cash EOYFMV | $10,452 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $443,287 | CorporateStockBOYAmt |
| Corporate Stock EOY | $519,088 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $855,962 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $309,811 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $332,820 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $358,566 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $801,252 | TotalAssetsBOYAmt |
| Total Assets EOY | $862,360 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,224,980 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $801,252 | CapitalStockBOYAmt |
| Capital Stock EOY | $862,360 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $801,252 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $862,360 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $801,252 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $862,360 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $801,252 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $61,063 | ExcessRevenueOverExpensesAmt |
| Other Increases | $45 | OtherIncreasesAmt |
| Subtotal | $862,360 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $862,360 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (188 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 100. CISCO SYSTEM INC | 2017-05-15 | 2020-11-05 | $3,718 | $3,447 | $271 | $271 | |
| 15. MOTOROLA SOLUTIONS INC | 2020-03-05 | 2020-11-05 | $2,419 | $2,692 | -$273 | -$273 | |
| 20. NEXTERA ENERGY INC | 2017-03-01 | 2020-11-05 | $1,506 | $651 | $855 | $855 | |
| 180. PFIZER INC | 2018-05-01 | 2020-11-10 | $6,969 | $4,452 | $2,517 | $2,517 | |
| 10. COSTCO WHSL CORP | 2013-05-13 | 2020-12-10 | $3,732 | $1,099 | $2,633 | $2,633 | |
| 5. THERMO FISHER CORP | 2015-06-17 | 2020-12-10 | $2,351 | $641 | $1,710 | $1,710 | |
| 40. UBER TECHNOLOGIES INC | 2020-06-25 | 2020-12-10 | $2,128 | $1,219 | $909 | $909 | |
| 50. WASTE MANAGEMENT INC DEL | 2019-07-18 | 2020-12-10 | $5,756 | $3,242 | $2,514 | $2,514 | |
| 15. TRANE TECHNOLOGIES PLC | 2019-04-09 | 2020-12-10 | $2,085 | $1,301 | $784 | $784 | |
| 20. EATON CORP PLC | 2016-03-29 | 2021-01-06 | $2,528 | $1,238 | $1,290 | $1,290 | |
| 20. KEYSIGHT TECHNOLOGIES INC | 2019-08-02 | 2021-01-11 | $3,008 | $1,774 | $1,234 | $1,234 | |
| 10. DEERE & CO | 2019-11-05 | 2021-01-12 | $3,008 | $1,795 | $1,213 | $1,213 | |
| 84.751 GATEWAY FUND N | 2019-06-19 | 2021-01-12 | $3,119 | $2,826 | $293 | $293 | |
| 185.169 PRINCIPAL GLOBAL MULTI-STRATEGY FUND | 2019-06-19 | 2021-01-12 | $2,109 | $1,978 | $131 | $131 | |
| 833.521 COMMERCE BOND FUND FUND #333 | 2016-05-10 | 2021-02-02 | $17,546 | $16,947 | $599 | $599 | |
| 10. HONEYWELL INTL INC | 2018-11-05 | 2021-02-02 | $1,976 | $1,235 | $741 | $741 | |
| 10. HONEYWELL INTL INC | 2015-04-08 | 2021-02-02 | $1,998 | $993 | $1,005 | $1,005 | |
| 120. INTERPUBLIC | 2020-06-09 | 2021-02-02 | $3,023 | $2,251 | $772 | $772 | |
| 20. JP MORGAN CHASE & CO | 2006-05-18 | 2021-02-02 | $2,643 | $864 | $1,779 | $1,779 | |
| 10. LOCKHEED MARTIN CORP | 2019-01-30 | 2021-02-02 | $3,288 | $2,889 | $399 | $399 | |
| 10. LOWES COMPANIES INC | 2010-11-08 | 2021-02-02 | $1,631 | $221 | $1,410 | $1,410 | |
| 10. MCDONALDS CORP | 2018-11-05 | 2021-02-02 | $2,084 | $1,796 | $288 | $288 | |
| 10. MICROSOFT CORP | 2018-12-13 | 2021-02-02 | $2,406 | $1,091 | $1,315 | $1,315 | |
| 25. MONDELEZ INTERNATIONAL INC | 2013-08-20 | 2021-02-02 | $1,380 | $682 | $698 | $698 | |
| 10. NASDAQ INC | 2018-02-01 | 2021-02-02 | $1,387 | $817 | $570 | $570 | |
| 10. PEPSICO INC | 2016-09-27 | 2021-02-02 | $1,369 | $871 | $498 | $498 | |
| 10. PROCTER & GAMBLE CO | 2017-10-17 | 2021-02-02 | $1,288 | $926 | $362 | $362 | |
| 10. UNION PACIFIC CORP | 2009-11-05 | 2021-02-02 | $2,011 | $297 | $1,714 | $1,714 | |
| 1024.396 VANGUARD INTERMEDIATE TERM INVESTMENT GRADE FUND ADM | 2016-05-10 | 2021-02-02 | $10,643 | $10,223 | $420 | $420 | |
| 40. VERIZON COMMUNICATIONS | 2014-11-07 | 2021-02-02 | $2,172 | $2,033 | $139 | $139 | |
| 10. VISA INC CLASS A SHARES | 2012-10-08 | 2021-02-02 | $2,023 | $348 | $1,675 | $1,675 | |
| 1428.883 COMMERCE BOND FUND FUND #333 | 2016-05-10 | 2021-02-19 | $29,849 | $28,749 | $1,100 | $1,100 | |
| 20. DEERE & CO | 2019-11-05 | 2021-03-16 | $7,496 | $3,590 | $3,906 | $3,906 | |
| 15. LOWES COMPANIES INC | 2010-11-08 | 2021-03-16 | $2,627 | $332 | $2,295 | $2,295 | |
| 20. VISA INC CLASS A SHARES | 2012-10-08 | 2021-04-06 | $4,380 | $697 | $3,683 | $3,683 | |
| 5. ALPHABET INC CLASS C | 2010-03-23 | 2021-05-03 | $12,025 | $1,367 | $10,658 | $10,658 | |
| 10. CHEVRON CORPORATION | 2018-06-12 | 2021-05-03 | $1,042 | $1,280 | -$238 | -$238 | |
| 77.602 DODGE & COX INTERNATIONAL STOCK FUND | 2018-02-01 | 2021-05-03 | $3,732 | $3,832 | -$100 | -$100 | |
| 10. ISHARES BIOTECHNOLOGY ETF | 2020-03-17 | 2021-05-03 | $1,551 | $1,016 | $535 | $535 | |
| 275.407 MFS RESEARCH INTERNATIONAL FUND R6 | 2018-02-01 | 2021-05-03 | $6,400 | $5,545 | $855 | $855 | |
| 10. QUALCOMM INC | 2020-08-07 | 2021-05-03 | $1,390 | $1,071 | $319 | $319 | |
| 70. MERCK & CO INC | 2018-05-01 | 2021-05-05 | $5,416 | $3,168 | $2,248 | $2,248 | |
| 40. DARDEN RESTAURANTS INC | 2020-12-10 | 2021-06-14 | $5,517 | $4,599 | $918 | $918 | |
| 15. WHIRLPOOL CORP | 2020-05-28 | 2021-06-14 | $3,319 | $1,874 | $1,445 | $1,445 | |
| 35. TRANE TECHNOLOGIES PLC | 2019-04-09 | 2021-06-14 | $6,380 | $3,036 | $3,344 | $3,344 | |
| 229.878 VANGUARD INTERMEDIATE TERM INVESTMENT GRADE FUND ADM | 2016-05-10 | 2021-07-12 | $2,354 | $2,294 | $60 | $60 | |
| 85. ISHARES RUSSELL MIDCAP GROWTH ETF | 2020-03-11 | 2021-07-27 | $9,557 | $5,262 | $4,295 | $4,295 | |
| 50. ISHARES RUSSELL 2000 VALUE ETF | 2009-02-03 | 2021-07-27 | $7,849 | $2,133 | $5,716 | $5,716 | |
| 20. ISHARES RUSSELL 2000 GROWTH ETF | 2009-02-03 | 2021-07-27 | $5,838 | $952 | $4,886 | $4,886 | |
| 80. MATERIALS SELECT SECTOR SPDR TRUST ETF | 2019-11-06 | 2021-07-29 | $6,692 | $4,672 | $2,020 | $2,020 | |
| 5. ABBOTT LABS | 2020-11-10 | 2021-08-03 | $602 | $549 | $53 | $53 | |
| 5. AMETEK AEROSPACE PRODS INC | 2019-05-28 | 2021-08-03 | $684 | $423 | $261 | $261 | |
| 15. APPLE INC | 2019-10-02 | 2021-08-03 | $2,181 | $822 | $1,359 | $1,359 | |
| 5. BROADRIDGE FINANCIAL SOL | 2020-08-25 | 2021-08-03 | $863 | $690 | $173 | $173 | |
| 10. CHEVRON CORPORATION | 2013-03-04 | 2021-08-03 | $1,012 | $1,171 | -$159 | -$159 | |
| 237.093 COMMERCE BOND FUND FUND #333 | 2016-05-10 | 2021-08-03 | $4,988 | $4,770 | $218 | $218 | |
| 19.282 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL # 339 | 2020-05-27 | 2021-08-03 | $1,127 | $807 | $320 | $320 | |
| 5. CROWN CASTLE INTERNATIONAL CORP | 2019-08-07 | 2021-08-03 | $961 | $690 | $271 | $271 | |
| 46.456 DODGE & COX INTERNATIONAL STOCK FUND | 2018-02-01 | 2021-08-03 | $2,253 | $2,294 | -$41 | -$41 | |
| 5. EURONET SVCS INC | 2017-07-26 | 2021-08-03 | $674 | $467 | $207 | $207 | |
| 5. FIDELITY NATIONAL INFORMATION SERVICES | 2014-12-03 | 2021-08-03 | $661 | $308 | $353 | $353 | |
| 10. FIRST REPUBLIC BANK/SAN FRAN | 2019-12-11 | 2021-08-03 | $1,947 | $1,131 | $816 | $816 | |
| 20. INTERPUBLIC | 2020-05-19 | 2021-08-03 | $707 | $329 | $378 | $378 | |
| 5. ISHARES BIOTECHNOLOGY ETF | 2020-03-17 | 2021-08-03 | $826 | $508 | $318 | $318 | |
| 20. ISHARES RUSSELL 2000 VALUE ETF | 2009-02-03 | 2021-08-03 | $3,176 | $853 | $2,323 | $2,323 | |
| 10. ISHARES RUSSELL 2000 GROWTH ETF | 2009-02-03 | 2021-08-03 | $2,995 | $476 | $2,519 | $2,519 | |
| 10. JP MORGAN CHASE & CO | 2006-05-18 | 2021-08-03 | $1,515 | $432 | $1,083 | $1,083 | |
| 10. JOHNSON AND JOHNSON | 2007-03-08 | 2021-08-03 | $1,722 | $620 | $1,102 | $1,102 | |
| 5. KEYSIGHT TECHNOLOGIES INC | 2019-08-02 | 2021-08-03 | $822 | $443 | $379 | $379 | |
| 101.991 LAZARD EMERGING MARKETS EQUITY PORT INSTL | 2018-02-01 | 2021-08-03 | $2,000 | $2,205 | -$205 | -$205 | |
| 5. LOWES COMPANIES INC | 2010-11-08 | 2021-08-03 | $953 | $111 | $842 | $842 | |
| 55.52 MFS RESEARCH INTERNATIONAL FUND R6 | 2018-02-01 | 2021-08-03 | $1,344 | $1,046 | $298 | $298 | |
| 5. MCDONALDS CORP | 2018-10-05 | 2021-08-03 | $1,193 | $835 | $358 | $358 | |
| 10. MICROSOFT CORP | 2018-12-13 | 2021-08-03 | $2,850 | $1,091 | $1,759 | $1,759 | |
| 10. MONDELEZ INTERNATIONAL INC | 2012-06-08 | 2021-08-03 | $629 | $248 | $381 | $381 | |
| 15. MORGAN STANLEY DEAN WITTER & CO | 2019-11-05 | 2021-08-03 | $1,446 | $737 | $709 | $709 | |
| 5. NASDAQ INC | 2018-02-01 | 2021-08-03 | $941 | $408 | $533 | $533 | |
| 5. P P G INDS INC | 2020-11-05 | 2021-08-03 | $814 | $697 | $117 | $117 | |
| 5. PEPSICO INC | 2010-03-23 | 2021-08-03 | $780 | $333 | $447 | $447 | |
| 5. PIONEER NAT RES CO | 2021-03-17 | 2021-08-03 | $699 | $826 | -$127 | -$127 | |
| 5. PROCTER & GAMBLE CO | 2017-10-17 | 2021-08-03 | $704 | $463 | $241 | $241 | |
| 15. PULTE HOMES INC | 2021-02-02 | 2021-08-03 | $821 | $689 | $132 | $132 | |
| 10. RAYTHEON TECHNOLOGIES CORP | 2021-06-14 | 2021-08-03 | $862 | $884 | -$22 | -$22 | |
| 5. REGAL REXNORD CORPORATION | 2020-06-09 | 2021-08-03 | $727 | $445 | $282 | $282 | |
| 10. MATERIALS SELECT SECTOR SPDR TRUST ETF | 2019-10-10 | 2021-08-03 | $825 | $562 | $263 | $263 | |
| 10. T-MOBILE US INC | 2020-06-25 | 2021-08-03 | $1,444 | $1,110 | $334 | $334 | |
| 10. TEXAS INSTRUMENTS INC | 2019-04-17 | 2021-08-03 | $1,904 | $1,155 | $749 | $749 | |
| 15. UBER TECHNOLOGIES INC | 2020-06-25 | 2021-08-03 | $649 | $457 | $192 | $192 | |
| 20. VALVOLINE INC | 2020-12-10 | 2021-08-03 | $613 | $470 | $143 | $143 | |
| 5. VISA INC CLASS A SHARES | 2012-10-08 | 2021-08-03 | $1,199 | $174 | $1,025 | $1,025 | |
| 5. EATON CORP PLC | 2016-03-29 | 2021-08-03 | $795 | $310 | $485 | $485 | |
| 20. NASDAQ INC | 2018-02-01 | 2021-09-22 | $3,870 | $1,539 | $2,331 | $2,331 | |
| 85. VERIZON COMMUNICATIONS | 2014-11-07 | 2021-09-22 | $4,613 | $4,320 | $293 | $293 | |
| 25. WHIRLPOOL CORP | 2020-05-28 | 2021-09-22 | $5,190 | $3,124 | $2,066 | $2,066 | |
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,982 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $105,951 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,577 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,577 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,577 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $292 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $292 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,285 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 COMPANY | ||||||
| PO BOX 2817 | SPRINGFIELD | MO | 65801 | TRUSTEE | 1 | $13,907 |
| COMMERCE TRUST COMPANY | ||||||
| PO BOX 11356 | CLAYTON | MO | 63105 | TAX PREPARATION | 1 | $2,000 |
| 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 | $1,167,552 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,474 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,186,026 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,186,026 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,790 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,168,236 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,412 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,412 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,577 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,577 | TotalTaxAmt |
| Distributable Before Adj | $56,835 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,835 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,835 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,386 | 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 | $52,386 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $52,386 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,835 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,307 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $796 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $414 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,517 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,386 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,386 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,449 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,449 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,068 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,068 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $3,858 | ExcessFromYear3Amt |
| Excess From Year2 | $796 | ExcessFromYear2Amt |
| Excess From Year1 | $414 | ExcessFromYear1Amt |
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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,280 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $105,951 | 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 | $127,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,231 | 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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK-TO-TAX DIFFERENCE | Desc |
| Amt | $45 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $244 | $244 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $15 | $15 | $0 |