WESTERMANN JOINT LVG RVOC TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WESTERMANN JOINT LVG RVOC TR (EIN 43-6848005)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-01-10
- IRS object ID
- 202040109349100309
- Schema version
- 2018v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-10T19:00:22-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436848005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERMANN JOINT LIVING TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 3147467329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11356 | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631050156 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMERCE TRUST CO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3147467329 | PhoneNum |
| Signature | 2020-01-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $1,016,312 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $27,501 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,501 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,123 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $296,900 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,123 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $50,624 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,624 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,881 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,399 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,482 | 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 | $1,071 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $235 | 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 | $10,952 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,634 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,482 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,433 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,433 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,385 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,634 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,915 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,761 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,990 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,441 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,077 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,077 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $360,640 | CorporateStockBOYAmt |
| Corporate Stock EOY | $442,035 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $554,903 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $526,949 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $432,601 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $452,332 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $897,030 | TotalAssetsBOYAmt |
| Total Assets EOY | $883,713 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,016,312 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $897,030 | CapitalStockBOYAmt |
| Capital Stock EOY | $883,713 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $897,030 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $883,713 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $897,030 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $883,713 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $897,030 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,761 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $885,269 | SubtotalAmt |
| Other Decreases | $1,556 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $883,713 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 230. JP MORGAN ALERIAN MLP INDEX ETN | 2017-12-22 | 2018-12-27 | $4,959 | $6,560 | -$1,601 | -$1,601 | |
| 135. JP MORGAN ALERIAN MLP INDEX ETN | 2018-09-26 | 2018-12-27 | $2,911 | $3,264 | -$353 | -$353 | |
| 2252.576 AQR MANAGED FUTURES STRATEGY FUND R6 | 2017-09-27 | 2018-12-28 | $19,034 | $20,449 | -$1,415 | -$1,415 | |
| 4009.405 COMMERCE BOND FUND FUND #333 | 2011-09-07 | 2018-12-28 | $77,101 | $81,952 | -$4,851 | -$4,851 | |
| 1807.374 DFA COMMODITY STRATEGY PORTFOLIO | 2018-08-23 | 2018-12-28 | $9,525 | $10,747 | -$1,222 | -$1,222 | |
| 317.171 NORTHERN FUNDS ACTIVE M EMERGING MARKETS | 2016-08-10 | 2018-12-28 | $5,792 | $5,392 | $400 | $400 | |
| 1023.167 PIMCO EMERGING MARKETS BOND FUND INS | 2018-06-27 | 2018-12-28 | $9,966 | $10,170 | -$204 | -$204 | |
| 613.196 ROBECO BOSTON PARTNERS LONG/SHORT RESEARCH FUND | 2013-09-24 | 2018-12-28 | $8,793 | $8,315 | $478 | $478 | |
| 30. ISHARES RUSSELL MIDCAP VALUE ETF | 2005-07-27 | 2019-01-28 | $2,475 | $1,228 | $1,247 | $1,247 | |
| 10. ISHARES RUSSELL 1000 VALUE ETF | 2011-09-07 | 2019-01-28 | $1,173 | $594 | $579 | $579 | |
| 48.561 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2016-12-28 | 2019-01-29 | $1,492 | $1,320 | $172 | $172 | |
| 58.187 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL # 339 | 2012-06-07 | 2019-01-29 | $2,131 | $1,832 | $299 | $299 | |
| 33.324 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2017-09-27 | 2019-01-29 | $937 | $1,094 | -$157 | -$157 | |
| 84.789 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2017-12-26 | 2019-01-29 | $1,445 | $1,786 | -$341 | -$341 | |
| 44.74 DFA US LARGE CAP VALUE PORTFOLIO | 2015-06-24 | 2019-01-29 | $1,538 | $1,559 | -$21 | -$21 | |
| 53.698 MFS RESEARCH INTERNATIONAL FUND R6 | 2017-09-27 | 2019-01-29 | $885 | $982 | -$97 | -$97 | |
| 37.725 NORTHERN FUNDS ACTIVE M EMERGING MARKETS | 2016-08-10 | 2019-01-29 | $729 | $641 | $88 | $88 | |
| 247.994 OPPENHEIMER MAIN STREET SMALL CAP FUND I | 2017-12-26 | 2019-01-29 | $3,415 | $3,608 | -$193 | -$193 | |
| 83.701 T ROWE PRICE OVERSEAS STOCK FUND-I | 2017-09-27 | 2019-01-29 | $823 | $925 | -$102 | -$102 | |
| 35.733 TIAA-CREF LARGE-CAP GROWTH INDEX FUND | 2016-12-28 | 2019-01-29 | $1,029 | $813 | $216 | $216 | |
| 160.31 VANGUARD MORGAN GROWTH FUND-AD | 2018-12-28 | 2019-01-29 | $13,652 | $13,234 | $418 | $418 | |
| 380.023 VANGUARD MORGAN GROWTH FUND-AD | 2017-12-26 | 2019-01-29 | $32,363 | $24,142 | $8,221 | $8,221 | |
| 5. ISHARES RUSSELL MIDCAP VALUE ETF | 2005-07-27 | 2019-03-26 | $430 | $205 | $225 | $225 | |
| 61.909 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2016-12-28 | 2019-03-27 | $2,061 | $1,659 | $402 | $402 | |
| 51.735 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL # 339 | 2012-06-07 | 2019-03-27 | $2,053 | $1,629 | $424 | $424 | |
| 58.916 MFS RESEARCH INTERNATIONAL FUND R6 | 2017-09-27 | 2019-03-27 | $1,026 | $1,077 | -$51 | -$51 | |
| 34.242 T ROWE PRICE GROWTH STOCK FUND-I | 2019-01-29 | 2019-03-27 | $2,240 | $2,086 | $154 | $154 | |
| 30.271 TIAA-CREF LARGE-CAP GROWTH INDEX FUND | 2016-12-28 | 2019-03-27 | $947 | $688 | $259 | $259 | |
| 5. ISHARES RUSSELL 1000 VALUE ETF | 2018-03-23 | 2019-06-25 | $633 | $599 | $34 | $34 | |
| 1075.471 BLACKROCK HIGH YIELD PORTFOLIO - K | 2017-12-26 | 2019-06-26 | $8,206 | $8,548 | -$342 | -$342 | |
| 72.864 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2015-12-24 | 2019-06-26 | $2,604 | $1,806 | $798 | $798 | |
| 73.183 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL # 339 | 2012-12-18 | 2019-06-26 | $3,145 | $2,291 | $854 | $854 | |
| 26.483 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2017-09-27 | 2019-06-26 | $800 | $869 | -$69 | -$69 | |
| 136.632 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2018-03-26 | 2019-06-26 | $2,414 | $2,623 | -$209 | -$209 | |
| 158.695 MFS RESEARCH INTERNATIONAL FUND R6 | 2017-09-27 | 2019-06-26 | $2,879 | $2,600 | $279 | $279 | |
| 12.674 T ROWE PRICE GROWTH STOCK FUND-I | 2019-01-29 | 2019-06-26 | $864 | $772 | $92 | $92 | |
| 59.073 T ROWE PRICE OVERSEAS STOCK FUND-I | 2017-09-27 | 2019-06-26 | $608 | $653 | -$45 | -$45 | |
| 20.971 TIAA-CREF LARGE-CAP GROWTH INDEX FUND | 2016-12-28 | 2019-06-26 | $690 | $477 | $213 | $213 | |
| 1722.333 BLACKROCK HIGH YIELD PORTFOLIO - K | 2018-08-23 | 2019-09-17 | $13,296 | $12,946 | $350 | $350 | |
| 220.672 BLACKROCK HIGH YIELD PORTFOLIO - K | 2017-12-26 | 2019-09-17 | $1,704 | $1,720 | -$16 | -$16 | |
| 201.938 NORTHERN FUNDS ACTIVE M EMERGING MARKETS | 2016-08-10 | 2019-09-17 | $3,932 | $3,433 | $499 | $499 | |
| 565.718 NORTHERN FUNDS ACTIVE M EMERGING MARKETS | 2018-06-27 | 2019-09-17 | $11,015 | $12,552 | -$1,537 | -$1,537 | |
| 15. ISHARES RUSSELL MIDCAP VALUE ETF | 2018-08-22 | 2019-09-25 | $1,343 | $1,372 | -$29 | -$29 | |
| 5. ISHARES RUSSELL 1000 VALUE ETF | 2018-08-22 | 2019-09-25 | $641 | $633 | $8 | $8 | |
| 134.702 INVESCO OPPENHEIMER MAIN STREET SMALL CAP FUND R6 | 2018-08-23 | 2019-09-26 | $1,973 | $2,328 | -$355 | -$355 | |
| 747.857 COMMERCE BOND FUND FUND #333 | 2011-09-07 | 2019-09-26 | $15,286 | $15,286 | |||
| 37.32 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2018-08-23 | 2019-09-26 | $1,374 | $1,323 | $51 | $51 | |
| 20.703 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL # 339 | 2018-08-23 | 2019-09-26 | $906 | $896 | $10 | $10 | |
| 63.918 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2018-08-23 | 2019-09-26 | $1,998 | $2,087 | -$89 | -$89 | |
| 31.584 DFA US LARGE CAP VALUE PORTFOLIO | 2018-08-23 | 2019-09-26 | $1,152 | $1,253 | -$101 | -$101 | |
| 19.072 GATEWAY FUND N | 2019-06-26 | 2019-09-26 | $639 | $632 | $7 | $7 | |
| 40.408 MFS RESEARCH INTERNATIONAL FUND R6 | 2011-09-07 | 2019-09-26 | $737 | $567 | $170 | $170 | |
| 55.672 PRINCIPAL GLOBAL MULTI-STRATEGY FUND | 2019-06-26 | 2019-09-26 | $598 | $592 | $6 | $6 | |
| 74.793 T ROWE PRICE OVERSEAS STOCK FUND-I | 2017-09-27 | 2019-09-26 | $780 | $826 | -$46 | -$46 | |
| 18.214 TIAA-CREF LARGE-CAP GROWTH INDEX FUND | 2016-12-28 | 2019-09-26 | $615 | $414 | $201 | $201 | |
| CAPITAL GAIN DIVIDENDS | $17,862 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,123 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $47,265 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,020,859 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046299 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $46,930 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $995,194 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047157 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,312 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $977,368 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054546 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $50,166 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,038,354 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048313 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $49,608 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,049,147 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047284 | DistributionYr5Rt |
| Total Distribution | 0.243599 | TotalDistributionRt |
| Average Distribution | 0.04872 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $990,178 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,241 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $420 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,661 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $52,915 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $420 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $420 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $420 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,100 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $680 | OverpaymentAmt |
| Applied To ES Tax | $680 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMERCE TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3147467436 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 FORSYTH BLVD | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| COMMERCE TRUST COMPANY | ||||||
| PO BOX 11356 | CLAYTON | MO | 63105 | TRUSTEE | 1 | $7,881 |
| 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 | $996,725 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,532 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,005,257 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,005,257 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,079 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $990,178 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,509 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,509 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $420 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $420 | TotalTaxAmt |
| Distributable Before Adj | $49,089 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,089 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,089 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,915 | 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 | $52,915 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $420 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $52,495 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,089 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $49,464 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,915 | QualifyingDistributionsAmt |
| Applied To Year1 | $49,464 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,451 | 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 | $45,638 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHRINERS HOSPITAL FOR CHILDREN | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31218 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATIONS | GrantOrContributionPurposeTxt |
| Amt | $51,433 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,433 | 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 | $27,501 | 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 | $23,123 | 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 | $50,624 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,624 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (8 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| ANN A TRAVER CHARITABLE TRUST B | |
| 501(c)(4) | COMMON TRUSTEE |
| IVY J TRIMMER - CHRISTIAN CHURCH | |
| 501(c)(4) | COMMON TRUSTEE |
| IVY J TRIMMER TRUST | |
| 501(c)(4) | COMMON TRUSTEE |
| ALICE G OGG TRUST UNDER WILL | |
| 501(c)(4) | COMMON TRUSTEE |
| MARY HARTMANN FOUNDATION | |
| 501(c)(4) | COMMON TRUSTEE |
| SHAARE SHOLEM CEMETERY TRUST | |
| 501(c)(13) | COMMON TRUSTEE |
| ADATH JOSEPH CEMETERY FUND | |
| 501(c)(13) | COMMON TRUSTEE |
| NINA BOZARTH TUW FBO KAMPF | |
| 501(c)(13) | COMMON TRUSTEE |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $2 |
| WASH SALE ADJUSTMENT | $1,554 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $836 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $219 | $219 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $16 | $16 | $0 |