LOWE B ARMSTRONG TRUST UW FBO 7 CHARITIES: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LOWE B ARMSTRONG TRUST UW FBO 7 CHARITIES (EIN 55-6129781)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-07
- IRS object ID
- 202532199349100913
- Schema version
- 2024v5.1
- 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 | 2025-08-07T13:01:25-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER A HAWES | PreparerPersonNm |
| PTIN | P01379658 | PTIN |
| Phone | 7327679100 | PhoneNum |
| Preparation | 2025-06-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $151,024 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,541 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,541 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,838 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,034 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,838 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $18 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $7,397 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,379 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,958 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,145 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $813 | 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 | $176 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $76 | 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 | $3,134 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,221 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $813 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,938 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,938 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,072 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,221 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,751 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,675 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,158 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,376 | CashBOYAmt |
| Cash EOY | $1,871 | CashEOYAmt |
| Cash EOYFMV | $1,871 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $760 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,805 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,805 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $64,972 | CorporateStockBOYAmt |
| Corporate Stock EOY | $59,648 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $114,007 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,558 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $26,651 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,850 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,527 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,380 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,491 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $99,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,355 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $151,024 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $99,193 | CapitalStockBOYAmt |
| Capital Stock EOY | $97,355 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $99,193 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $97,355 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $99,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $97,355 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $99,193 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,675 | ExcessRevenueOverExpensesAmt |
| Other Increases | $237 | OtherIncreasesAmt |
| Subtotal | $97,755 | SubtotalAmt |
| Other Decreases | $400 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $97,355 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 5.789 FIDELITY 500 INDEX FUND | 2023-12-12 | 2024-02-05 | $994 | $936 | $58 | $58 | |
| 69.259 SIX CIRCLES INTL UNCON EQ | 2018-11-13 | 2024-02-05 | $748 | $618 | $130 | $130 | |
| 2. VANGUARD BD INDEX TOTAL BD MKT ETF | 2023-06-29 | 2024-02-05 | $145 | $145 | |||
| 17. VANGUARD BD INDEX TOTAL BD MKT ETF | 2022-08-05 | 2024-02-05 | $1,231 | $1,292 | -$61 | -$61 | |
| 21. VANGUARD TOTAL INTL BOND ETF | 2022-02-08 | 2024-02-05 | $1,021 | $1,124 | -$103 | -$103 | |
| 57. VANGUARD TOTAL INTL BOND ETF | 2024-02-22 | $2,769 | $2,895 | -$126 | -$126 | ||
| 27. VANGUARD MORTGAGE-BACKED SEC | 2024-02-22 | $1,216 | $1,460 | -$244 | -$244 | ||
| 2.293 FIDELITY 500 INDEX FUND | 2024-02-22 | 2024-04-11 | $414 | $406 | $8 | $8 | |
| 72.917 SIX CIRCLES US UNCONSTR EQ | 2018-11-13 | 2024-04-11 | $1,190 | $712 | $478 | $478 | |
| 29.174 SIX CIRCLES INTL UNCON EQ | 2018-11-13 | 2024-04-11 | $332 | $260 | $72 | $72 | |
| 19. VANGUARD INT-TERM CORPORATE | 2024-05-08 | $1,506 | $1,494 | $12 | $12 | ||
| . CASH RECEIPT SECURITIES LITIGATION | 2024-05-10 | $50 | $50 | $50 | |||
| 5.555 FIDELITY 500 INDEX FUND | 2024-02-22 | 2024-07-11 | $1,078 | $982 | $96 | $96 | |
| 1. JPMORGAN BETABUILDERS CANADA | 2018-08-15 | 2024-07-11 | $67 | $49 | $18 | $18 | |
| 9. JPMORGAN BETABUILDERS CANADA | 2024-07-11 | $604 | $424 | $180 | $180 | ||
| 3. JPMORGAN BETABUILDERS DEVELO | 2024-07-11 | $150 | $134 | $16 | $16 | ||
| 6. JPMORGAN BETABUILDERS DEVELO | 2020-01-29 | 2024-07-11 | $300 | $310 | -$10 | -$10 | |
| 1. JPMORGAN BETABUILDERS DEVELO | 2024-07-11 | $50 | $48 | $2 | $2 | ||
| 1. SPDR TR UNIT SER 1 | 2011-10-26 | 2024-07-11 | $557 | $124 | $433 | $433 | |
| 1. SPDR TR UNIT SER 1 | 2011-10-26 | 2024-07-11 | $556 | $124 | $432 | $432 | |
| 17. JPMORGAN BETABUILDERS EUROPE ETF | 2023-01-19 | 2024-07-12 | $1,039 | $892 | $147 | $147 | |
| 7. JPMORGAN BETABUILDERS EUROPE ETF | 2023-01-19 | 2024-07-12 | $428 | $367 | $61 | $61 | |
| 4.562 FIDELITY 500 INDEX FUND | 2024-08-05 | 2024-10-01 | $907 | $822 | $85 | $85 | |
| 44.308 SIX CIRCLES US UNCONSTR EQ | 2018-11-13 | 2024-10-01 | $802 | $433 | $369 | $369 | |
| 67.932 AMERICAN BEACON AHL MGD-R5 | 2023-08-03 | 2024-10-16 | $673 | $680 | -$7 | -$7 | |
| 32.602 BLACKSTONE ALT MULTI-STRAT-Y | 2018-11-14 | 2024-10-16 | $362 | $347 | $15 | $15 | |
| 21.859 K2 ALTERNATIVE STRAT-R6 | 2024-04-11 | 2024-10-16 | $264 | $254 | $10 | $10 | |
| 32.097 NEUBERGER BERM LNG SHRT-INST | 2024-10-16 | $594 | $479 | $115 | $115 | ||
| 70.661 PIMCO UNCONSTRAINED BD FD INSTL CL* | 2021-07-23 | 2024-10-16 | $706 | $763 | -$57 | -$57 | |
| 5. ISHARES TR 20+ TREAS INDEX FD | 2024-10-01 | 2024-11-25 | $464 | $493 | -$29 | -$29 | |
| 11. ISHARES TR 20+ TREAS INDEX FD | 2024-11-25 | $1,020 | $1,662 | -$642 | -$642 | ||
| 4. ISHARES MISCI EAFE INDEX FUND | 2016-09-16 | 2024-11-25 | $312 | $230 | $82 | $82 | |
| 42. ISHARES BROAD USD HIGH YIELD | 2024-11-25 | $1,569 | $1,539 | $30 | $30 | ||
| 1. JPMORGAN BETABUILDERS EUROPE ETF | 2024-02-22 | 2024-11-25 | $57 | $58 | -$1 | -$1 | |
| 26. JPMORGAN BETABUILDERS EUROPE ETF | 2024-11-25 | $1,486 | $1,389 | $97 | $97 | ||
| 11. JPMORGAN BETABUILDERS EUROPE ETF | 2024-02-22 | 2024-11-25 | $629 | $634 | -$5 | -$5 | |
| 3. JPMORGAN BETABUILDERS JAPAN ETF | 2019-01-10 | 2024-11-25 | $170 | $134 | $36 | $36 | |
| 9. JPMORGAN BETABUILDERS JAPAN ETF | 2024-11-25 | $510 | $411 | $99 | $99 | ||
| 166.55 SIX CIRCLES CREDIT OPPORT | 2024-11-25 | $1,502 | $1,539 | -$37 | -$37 | ||
| 24. VANGUARD LONG-TERM TREASURY ETF | 2024-02-22 | 2024-11-25 | $1,399 | $1,390 | $9 | $9 | |
| 7.359 FIDELITY 500 INDEX FUND | 2024-12-02 | $1,549 | $1,476 | $73 | $73 | ||
| 68.305 SIX CIRCLES US UNCONSTR EQ | 2018-11-13 | 2024-12-02 | $1,314 | $667 | $647 | $647 | |
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P | |||||
| CAPITAL GAIN DIVIDENDS | $300 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,838 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $72 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $72 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $72 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $56 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $108 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $36 | OverpaymentAmt |
| Applied To ES Tax | $36 | 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 | $2,958 | 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 | $146,710 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,574 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $150,284 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $150,284 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,254 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $148,030 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,402 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,402 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $72 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $72 | TotalTaxAmt |
| Distributable Before Adj | $7,330 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,330 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,330 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,751 | 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 | $6,751 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,330 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,732 | 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 | $6,751 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,732 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,019 | 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 | $6,311 | 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 (6 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 | EO | GENERAL | $516 | |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 315 KERENS AVE | ELKINS | WV | 262413852 | NONE | PC | GENERAL | $2,066 | |
| UPSHUR COUNTY SENIOR CENTER | ||||||||
| 26 N KANAWHA ST | BUCKHANNON | WV | 262012714 | NONE | PC | GENERAL | $516 | |
| CHAPEL HILL UNITED METHODIST CHURCH | ||||||||
| 88 S KANAWHA ST | BUCKHANNON | WV | 262012635 | NONE | PC | GENERAL | $1,033 | |
| CHARLES W GIBSON LIBRARY | ||||||||
| 105 E MAIN AT SEDGEWICK ST | BUCKHANNON | WV | 262012735 | NONE | PC | GENERAL | $516 | ATTN WILLIAM OBRIEN |
| FRENCHTON UNITED METHODIST CHURCH | ||||||||
| 127 BURGHAM RD | FRENCH CREEK | WV | 262187299 | NONE | PC | GENERAL | $1,291 | ATTN MARTHA ANDREWS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,938 | 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 | $4,541 | 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 | $2,838 | 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 | $18 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,397 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,397 | 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 | 2024-12-13 | GrantDt |
| Grant | $516 | GrantAmt |
| Purpose Of Grant | BEAUTIFICATION OF THE CEMETERY | PurposeOfGrantTxt |
| Expended By Grantee | $516 | 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 | 5/13/2025 | DatesOfReportsByGranteeTxt |
| Verification | 2025-05-13 | 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 (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 54401E143 LORD ABBETT SHRT DUR | $3,107 | $2,930 |
| 464287432 ISHARES 20+ YEAR TRE | ||
| 83002G702 SIX CIRCLES GLOBAL B | $6,877 | $6,149 |
| 83002G884 SIX CIRCLES CREDIT O | $6,069 | $6,170 |
| 92206C771 VANGUARD MORTGAGE-BA | $4,753 | $4,670 |
| 921937835 VANGUARD TOTAL BOND | ||
| 92203J407 VANGUARD TOTAL INTL | $3,012 | $3,041 |
| 92206C870 VANGUARD INT-TERM CO | $2,833 | $2,890 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287465 ISHARES MSCI EAFE ET | $3,756 | $4,612 |
| 78462F103 SPDR S&P 500 ETF TRU | $20,745 | $65,055 |
| 315911750 FIDELITY 500 INDEX F | $2,106 | $2,064 |
| 83002G306 SIX CIRCLES US UNCON | $12,789 | $19,684 |
| 83002G405 SIX CIRCLES INTL UNC | $11,351 | $12,346 |
| 46641Q191 JPMORGAN BETABUILDER | ||
| 46641Q217 JPMORGAN BETABUILDER | $4,167 | $4,611 |
| 46641Q225 JPMORGAN BETABUILDER | $2,190 | $3,247 |
| 46641Q233 JPMORGAN BETABUILDER | $2,398 | $2,243 |
| 315911727 FIDELITY INTL INDX-I | $146 | $145 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 09257V508 BLACKSTONE ALT MULTI | AT COST | $2,264 | $2,252 |
| 64128R608 NEUBERGER BERM LNG S | AT COST | $634 | $790 |
| 72201M487 PIMCO DYNAMIC BOND-I | |||
| 024525669 AMERICAN BEACON AHL | |||
| 72201U638 PIMCO MRTG OPP & BND | AT COST | $1,359 | $1,342 |
| 83002G876 SIX CIRCLES MULTI-ST | AT COST | $3,123 | $3,107 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTION POSTED IN 2025 | $239 |
| RETURN OF CAPITAL ADJUSTMENT | $154 |
| ROUNDING | $7 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $18 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2023 TRANSACTIONS POSTED IN 2024 | Desc |
| Amt | $237 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $100 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $64 | $64 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $12 | $12 | $0 |