LOWE B ARMSTRONG TRUST UW FBO 7 CHARITIES: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LOWE B ARMSTRONG TRUST UW FBO 7 CHARITIES (EIN 55-6129781)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-02
- IRS object ID
- 202113069349101466
- 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
- Form 990-PF
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-02T13:00:13-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 155 N WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2021-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB ZEHNDER | PreparerPersonNm |
| PTIN | P01564049 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2021-08-13 | PreparationDt |
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 | $140,782 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,820 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,863 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,633 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,863 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $73 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $7,756 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,683 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,498 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,811 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $687 | 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 | $68 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $68 | 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 | $2,566 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,879 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $687 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,520 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,520 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,086 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,879 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,207 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$330 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,804 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,913 | CashBOYAmt |
| Cash EOY | $1,091 | CashEOYAmt |
| Cash EOYFMV | $1,091 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,944 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,142 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,142 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $73,027 | CorporateStockBOYAmt |
| Corporate Stock EOY | $71,780 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $105,652 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,272 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,256 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $24,253 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,058 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,587 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,644 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $106,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,856 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $140,782 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $106,214 | CapitalStockBOYAmt |
| Capital Stock EOY | $105,856 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $106,214 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $105,856 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $106,214 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $105,856 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $106,214 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$330 | ExcessRevenueOverExpensesAmt |
| Other Increases | $194 | OtherIncreasesAmt |
| Subtotal | $106,078 | SubtotalAmt |
| Other Decreases | $222 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $105,856 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (78 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 56.293 CRM LNG/SHRT OPPORT-INST | 2020-01-09 | $568 | $563 | $5 | $5 | ||
| 64.985 CRM LNG/SHRT OPPORT-INST | 2020-01-16 | $652 | $665 | -$13 | -$13 | 2017-06-29 | |
| 51.066 EQUINOX IMP SYSTEM MACRO-I | 2020-01-16 | $502 | $534 | -$32 | -$32 | 2016-02-04 | |
| 45.501 HARTFORD CAPITAL APPREC-F | 2020-02-13 | $1,793 | $1,367 | $426 | $426 | 2011-08-30 | |
| 15. ISHARES MSCI JAPAN ETF | 2020-02-13 | $883 | $936 | -$53 | -$53 | ||
| 6. ISHARES MSCI JAPAN ETF | 2020-02-13 | $354 | $375 | -$21 | -$21 | 2018-01-08 | |
| 8.555 FIDELITY INTL INDX-INST PRM | 2020-03-10 | $312 | $364 | -$52 | -$52 | 2020-01-29 | |
| 13. JPM BTABLDRS DEV ASIA X-JPN | 2020-03-10 | $290 | $294 | -$4 | -$4 | 2018-12-20 | |
| 11. JPM BTABLDRS DEV ASIA X-JPN | 2020-03-10 | $245 | $249 | -$4 | -$4 | ||
| 35. JPMORGAN BETABUILDERS JAPAN ETF | 2020-03-10 | $742 | $749 | -$7 | -$7 | ||
| 29. JPMORGAN BETABUILDERS JAPAN ETF | 2020-03-10 | $613 | $612 | $1 | $1 | ||
| 43. JPMORGAN BETABUILDERS EUROPE ETF | 2020-03-10 | $918 | $918 | ||||
| 35. JPMORGAN BETABUILDERS EUROPE ETF | 2020-03-10 | $748 | $745 | $3 | $3 | ||
| 6.288 FIDELITY 500 INDEX-INST PRM | 2020-03-16 | $523 | $631 | -$108 | -$108 | 2020-03-10 | |
| 39.417 FIDELITY 500 INDEX-INST PRM | 2020-03-16 | $3,276 | $3,569 | -$293 | -$293 | ||
| 38. ISHARES US TREASURY BOND ETF | 2020-04-24 | $1,071 | $1,055 | $16 | $16 | 2020-03-10 | |
| 2. ISHARES TR 20+ TREAS INDEX FD | 2020-05-07 | $332 | $287 | $45 | $45 | 2019-09-24 | |
| 10. ISHARES TR 7-10 YR TREAS INDEX FD | 2020-05-07 | $1,219 | $1,045 | $174 | $174 | ||
| 28. JPMORGAN BETABUILDERS EUROPE ETF | 2020-05-20 | $573 | $598 | -$25 | -$25 | ||
| 27. JPMORGAN BETABUILDERS EUROPE ETF | 2020-05-20 | $553 | $632 | -$79 | -$79 | 2019-05-23 | |
| 98.416 BLACKSTONE ALT MULTI-STRAT-Y | 2020-06-01 | $932 | $1,048 | -$116 | -$116 | 2018-11-14 | |
| 34.363 VANGUARD TTL INTL BND-ADM | 2020-06-12 | $790 | $747 | $43 | $43 | 2017-04-13 | |
| 390.592 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070 | 2020-06-16 | $7,945 | $6,981 | $964 | $964 | ||
| 10.189 FIDELITY 500 INDEX-INST PRM | 2020-08-17 | $1,197 | $1,022 | $175 | $175 | 2020-03-10 | |
| 234.082 JPMORGAN CORE BOND FUND ULTRA | 2020-08-17 | $2,919 | $2,695 | $224 | $224 | ||
| 27.61 VANGUARD TTL INTL BND-ADM | 2020-08-17 | $640 | $601 | $39 | $39 | 2017-04-13 | |
| 11.025 JPM US LARGE CAP CORE PLUS FD - USD - R6 ISIN US48129C6030 | 2020-09-16 | $308 | $154 | $154 | $154 | 2009-05-15 | |
| 33.16 JPM TAX AWR EQTY FD - USD - R6 ISIN US48129C8358 | 2020-09-16 | $1,397 | $557 | $840 | $840 | 2011-08-30 | |
| 12.96 PRIMECAP ODYSSEY STOCK FUND | 2020-09-16 | $423 | $194 | $229 | $229 | 2012-07-23 | |
| 105.475 JPMORGAN CORE BOND FUND ULTRA | 2020-10-12 | $1,310 | $1,174 | $136 | $136 | ||
| 84.414 VANGUARD TTL INTL BND-ADM | 2020-10-12 | $1,966 | $1,836 | $130 | $130 | ||
| 6.815 FIDELITY INTL INDX-INST PRM | 2020-10-21 | $277 | $290 | -$13 | -$13 | 2020-01-29 | |
| 16. ISHARES MISCI EAFE INDEX FUND | 2020-10-21 | $1,032 | $977 | $55 | $55 | 2015-11-19 | |
| 89.241 VANGUARD TTL INTL BND-ADM | 2020-10-21 | $2,082 | $1,955 | $127 | $127 | 2018-07-12 | |
| 108.562 JPMORGAN CORE BOND FUND ULTRA | 2020-11-02 | $1,344 | $1,213 | $131 | $131 | ||
| 124.176 SIX CIRCLES ULTR SHRT DUR | 2020-11-02 | $1,247 | $1,243 | $4 | $4 | 2018-11-13 | |
| 59.023 VANGUARD TTL INTL BND-ADM | 2020-11-02 | $1,377 | $1,294 | $83 | $83 | ||
| 440.257 PGIM HIGH YIELD-Q | 2020-11-09 | $2,395 | $2,074 | $321 | $321 | 2020-03-31 | |
| 25. ISHARES MISCI EAFE INDEX FUND | 2020-12-16 | $1,813 | $1,527 | $286 | $286 | 2015-11-19 | |
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,072 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,863 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $81 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $81 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $81 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $88 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $62 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $150 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $69 | OverpaymentAmt |
| Applied To ES Tax | $69 | 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 | $2,498 | 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 | $123,795 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,781 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $127,576 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $127,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,914 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $125,662 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,283 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,283 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $81 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $81 | TotalTaxAmt |
| Distributable Before Adj | $6,202 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,202 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,202 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,207 | 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 | $6,207 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,207 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,202 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,518 | 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 | $6,207 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,518 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $689 | 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 | $5,513 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,820 | 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 | $4,863 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $73 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,756 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,756 | 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 | 2020-09-30 | 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 | 8/11/2021 | DatesOfReportsByGranteeTxt |
| Verification | 2021-08-11 | 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 BOND FD - U | $1,172 | $1,236 |
| 92203J308 VANGUARD TTL INTL BN | $2,453 | $2,502 |
| 54401E143 LORD ABBETT SHRT DUR | $2,636 | $2,675 |
| 83002G108 SIX CIRCLES ULTRA SH | ||
| 464287432 ISHARES 20+ YEAR TRE | $2,289 | $2,366 |
| 464287440 ISHARES 7-10 YEAR TR | ||
| 54401E218 LORD ABBETT HIGH YIE | $3,438 | $3,953 |
| 74440Y884 PGIM HIGH YIELD-Q | $1,185 | $1,387 |
| 83002G702 SIX CIRCLES GLOBAL B | $4,997 | $5,003 |
| 83002G884 SIX CIRCLES CREDIT O | $2,601 | $2,624 |
| 92206C771 VANGUARD MORTGAGE-BA | $1,244 | $1,244 |
| 92206C870 VANGUARD INT-TERM CO | $1,241 | $1,263 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287465 ISHARES MSCI EAFE ET | $7,055 | $8,463 |
| 74160Q301 PRIMECAP ODYSSEY STO | $541 | $1,268 |
| 78462F103 SPDR S&P 500 ETF TRU | $21,723 | $44,492 |
| 41664T719 HARTFORD CAPITAL APP | ||
| 48129C207 JPM GL RES ENH IDX F | ||
| 48129C603 JPM US L/C CORE PL F | $579 | $1,001 |
| 315911750 FIDELITY 500 INDEX-I | $8,421 | $9,967 |
| 46434G822 ISHARES MSCI JAPAN E | ||
| 46641Q688 JPM BTABLDRS DEV ASI | $1,280 | $1,488 |
| 46641Q696 JPMORGAN BETABUILDER | $3,563 | $3,998 |
| 46641Q712 JPMORGAN BETABUILDER | $3,597 | $4,396 |
| 46641Q720 JPMORGAN BETABUILDER | $1,252 | $1,463 |
| 83002G306 SIX CIRCLES US UNCON | $11,532 | $15,295 |
| 83002G405 SIX CIRCLES INTL UNC | $9,127 | $9,737 |
| 48129C835 JPM TAX AWR EQTY FD | $456 | $1,106 |
| 46434G103 ISHARES CORE MSCI EM | $2,654 | $2,978 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 12628J881 CRM LNG/SHRT OPPORT- | |||
| 29446A710 EQUINOX IMP SYSTEM M | |||
| 09257V508 BLACKSTONE ALT MULTI | AT COST | $2,745 | $2,604 |
| 09250J734 BLACKROCK EVNT DRVN | AT COST | $1,325 | $1,349 |
| 64128R608 NEUBERGER BERMAN LON | AT COST | $1,311 | $1,453 |
| 72201U638 PIMCO MRTG OPP & BND | AT COST | $1,206 | $1,238 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2020 TRANSACTIONS POSTED IN 2021 | $221 |
| ROUNDING | $1 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $73 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2019 TRANSACTIONS POSTED IN 2020 | Desc |
| Amt | $194 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $64 | $64 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $4 | $4 | $0 |