LOWE B ARMSTRONG TRUST UW FBO 7 CHARITIES: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LOWE B ARMSTRONG TRUST UW FBO 7 CHARITIES (EIN 55-6129781)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-24
- IRS object ID
- 202031769349100008
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-24T09:00:52-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-06-03 | 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 | 2020-06-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.187.244.230 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9E6E452F8C347BCA1C65B63E7B606061AA750DA5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 86619A6D200AA24F21502D7FB831701246FE7C20 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $132,609 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,031 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,029 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,482 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,856 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,482 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $10,513 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,511 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,508 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,819 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $690 | 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 | $368 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $72 | 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 | $2,876 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,891 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $690 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,585 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,585 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,461 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,891 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,052 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,620 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,467 | CashBOYAmt |
| Cash EOY | $2,913 | CashEOYAmt |
| Cash EOYFMV | $2,913 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,746 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,944 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,944 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $76,276 | CorporateStockBOYAmt |
| Corporate Stock EOY | $73,027 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $98,980 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $17,853 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,272 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,747 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,821 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,058 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,025 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $104,163 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,214 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $132,609 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $104,163 | CapitalStockBOYAmt |
| Capital Stock EOY | $106,214 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $104,163 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $106,214 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $104,163 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $106,214 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $104,163 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,052 | ExcessRevenueOverExpensesAmt |
| Other Increases | $194 | OtherIncreasesAmt |
| Subtotal | $106,409 | SubtotalAmt |
| Other Decreases | $195 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $106,214 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 117.099 BROWN ADV JAPAN ALPHA OPP-IS | 2016-11-16 | 2019-01-10 | $760 | $1,134 | -$374 | -$374 | |
| 265.579 PIMCO INV GRD CRD BND-INST | 2018-08-29 | 2019-02-07 | $2,690 | $2,684 | $6 | $6 | |
| 14. VANGUARD BD INDEX FD INC | 2019-02-07 | $1,104 | $1,095 | $9 | $9 | ||
| 25.037 MFS INTL INTRINSIC VALUE-R6 | 2011-10-26 | 2019-02-14 | $1,010 | $621 | $389 | $389 | |
| 33.301 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070 | 2019-02-22 | $680 | $560 | $120 | $120 | ||
| 15. JPMORGAN BETABUILDERS EUROPE ETF | 2018-12-20 | 2019-03-07 | $347 | $320 | $27 | $27 | |
| 39. JPMORGAN BETABUILDERS EUROPE ETF | 2018-12-20 | 2019-03-07 | $901 | $833 | $68 | $68 | |
| 42.47 AMG MG PICTET INTL-Z | 2016-02-04 | 2019-04-10 | $392 | $373 | $19 | $19 | |
| 59.121 DODGE & INTERNATIONAL STOCK FUND | 2019-04-10 | $2,477 | $1,953 | $524 | $524 | ||
| 7.125 HARTFORD CAPITAL APPREC-F | 2011-08-30 | 2019-04-10 | $254 | $214 | $40 | $40 | |
| 62.459 JPM US L/C CORE PL FD - USD - R6 ISIN US48129C6030 | 2007-04-16 | 2019-04-10 | $1,722 | $1,236 | $486 | $486 | |
| 76.05 PRIMECAP ODYSSEY STOCK FUND | 2019-04-10 | $2,499 | $1,129 | $1,370 | $1,370 | ||
| 205.725 AMG MG PICTET INTL-Z | 2016-02-04 | 2019-05-23 | $1,831 | $1,805 | $26 | $26 | |
| 38.942 DIAMOND HILL LONG/SHORT-Y | 2018-11-30 | 2019-06-14 | $1,028 | $1,032 | -$4 | -$4 | |
| 17.645 JPM TAX AWR EQTY FD - USD - R6 ISIN US48129C8358 | 2009-05-15 | 2019-06-20 | $640 | $217 | $423 | $423 | |
| 10.125 HARTFORD CAPITAL APPREC-F | 2011-08-30 | 2019-09-23 | $378 | $304 | $74 | $74 | |
| 2. ISHARES TR 7-10 YR TREAS INDEX FD | 2019-02-14 | 2019-09-23 | $224 | $209 | $15 | $15 | |
| 8. JPMORGAN BETABUILDERS CANADA | 2018-08-14 | 2019-09-23 | $203 | $199 | $4 | $4 | |
| 22.097 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070 | 2014-02-10 | 2019-09-23 | $480 | $384 | $96 | $96 | |
| 15.598 JPM US L/C CORE PL FD - USD - R6 ISIN US48129C6030 | 2007-04-16 | 2019-09-23 | $378 | $309 | $69 | $69 | |
| 10.369 JPM TAX AWR EQTY FD - USD - R6 ISIN US48129C8358 | 2019-09-23 | $378 | $130 | $248 | $248 | ||
| 28.861 JPMORGAN CORE BOND FUND ULTRA | 2016-02-23 | 2019-09-23 | $346 | $339 | $7 | $7 | |
| 31.571 LORD ABBETT SHRT DUR INC-F3 | 2018-11-13 | 2019-09-23 | $133 | $131 | $2 | $2 | |
| 39.622 MFS INTL INTRINSIC VALUE-R6 | 2019-09-23 | $1,745 | $1,028 | $717 | $717 | ||
| 11.323 PRIMECAP ODYSSEY STOCK FUND | 2012-07-23 | 2019-09-23 | $378 | $170 | $208 | $208 | |
| 11. ISHARES TR BARCLAYS MBS BD FD | 2019-09-24 | $1,190 | $1,156 | $34 | $34 | ||
| 16. VANGUARD BD INDEX FD INC | 2019-09-24 | $1,293 | $1,265 | $28 | $28 | ||
| 16.035 HARTFORD CAPITAL APPREC-F | 2011-08-30 | 2019-11-25 | $615 | $482 | $133 | $133 | |
| 24.48 JPM US L/C CORE PL FD - USD - R6 ISIN US48129C6030 | 2019-11-25 | $622 | $355 | $267 | $267 | ||
| 16.12 JPM TAX AWR EQTY FD - USD - R6 ISIN US48129C8358 | 2011-08-30 | 2019-11-25 | $618 | $271 | $347 | $347 | |
| 21.372 MFS INTL INTRINSIC VALUE-R6 | 2013-04-19 | 2019-11-25 | $987 | $634 | $353 | $353 | |
| 17.361 PRIMECAP ODYSSEY STOCK FUND | 2012-07-23 | 2019-11-25 | $620 | $260 | $360 | $360 | |
| 51.802 EQUINOX IMP SYSTEM MACRO-I | 2016-02-04 | 2019-12-09 | $503 | $542 | -$39 | -$39 | |
| CAPITAL GAIN DIVIDENDS | $1,430 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,482 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,192 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $77,054,663 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.00008 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,429 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $123,834 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043841 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,759 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $114,537 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050281 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,642 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $123,329 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053856 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,999 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $126,389 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047465 | DistributionYr5Rt |
| Total Distribution | 0.195523 | TotalDistributionRt |
| Average Distribution | 0.039105 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $125,870 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,922 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $86 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,008 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,275 | 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 | $86 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $86 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $86 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $247 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $247 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $161 | OverpaymentAmt |
| Applied To ES Tax | $88 | AppliedToESTaxAmt |
| Refund | $73 | 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 | $2,508 | 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 | $124,702 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,085 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $127,787 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $127,787 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,917 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $125,870 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,294 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,294 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $86 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $86 | TotalTaxAmt |
| Distributable Before Adj | $6,208 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,208 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,208 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,275 | 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 | $6,275 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $86 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,189 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,208 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,585 | 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 | $6,275 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,585 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $690 | 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 | $5,518 | 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 | $486 | |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 315 KERENS AVE | ELKINS | WV | 262413852 | NONE | PC | GENERAL | $971 | |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 52 S FLORIDA ST | BUCKHANNON | WV | 262012672 | NONE | PC | GENERAL | $971 | |
| UPSHUR COUNTY SENIOR CENTER | ||||||||
| 26 N KANAWHA ST | BUCKHANNON | WV | 262012714 | NONE | PC | GENERAL | $486 | |
| CHAPEL HILL UNITED METHODIST CHURCH | ||||||||
| 88 S KANAWHA ST | BUCKHANNON | WV | 262012635 | NONE | PC | GENERAL | $971 | |
| CHARLES W GIBSON LIBRARY | ||||||||
| ATTN WILLIAM OBRIEN | BUCKHANNON | WV | 262012735 | NONE | PC | GENERAL | $486 | ATTN WILLIAM OBRIEN |
| FRENCHTON UNITED METHODIST CHURCH | ||||||||
| ATTN MARTHA ANDREWS | FRENCH CREEK | WV | 262187299 | NONE | PC | GENERAL | $1,214 | ATTN MARTHA ANDREWS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,585 | 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 | $3,031 | 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 | $7,482 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,513 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,513 | 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 | 2019-09-30 | GrantDt |
| Grant | $486 | GrantAmt |
| Purpose Of Grant | BEAUTIFICATION OF THE CEMETERY | PurposeOfGrantTxt |
| Expended By Grantee | $481 | 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 | 05/21/2020 | DatesOfReportsByGranteeTxt |
| Verification | 2020-05-21 | 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 |
|---|---|---|
| 4812C0100 JPM CORE BOND FD - U | $5,722 | $5,972 |
| 92203J308 VANGUARD TOTAL INTL | $8,617 | $8,819 |
| 722005816 PIMCO INVESTMENT GRA | ||
| 921937827 VANGUARD SHORT-TERM | ||
| 54401E143 LORD ABBETT SHRT DUR | $2,354 | $2,394 |
| 83002G108 SIX CIRCLES ULTRA SH | $1,243 | $1,241 |
| 464287432 ISHARES 20+ YEAR TRE | $1,291 | $1,219 |
| 464287440 ISHARES 7-10 YEAR TR | $1,045 | $1,102 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 115233579 BROWN ADV JAPAN ALPH | ||
| 256206103 DODGE & COX INTL STO | ||
| 464287465 ISHARES MSCI EAFE ET | $9,560 | $10,902 |
| 4812A1654 JPMORGAN TAX AWR EQT | ||
| 74160Q301 PRIMECAP ODYSSEY STO | $736 | $1,691 |
| 78462F103 SPDR S&P 500 ETF TRU | $21,723 | $38,301 |
| 00171C403 AMG MG PICTET INTL-Z | ||
| 41664T719 HARTFORD CAPITAL APP | $1,367 | $1,709 |
| 48129C207 JPM GL RES ENH IDX F | $6,981 | $8,351 |
| 48129C603 JPM US L/C CORE PL F | $734 | $1,300 |
| 552746349 MFS INTL VALUE-R6 | ||
| 315911750 FIDELITY 500 INDEX F | $3,569 | $4,415 |
| 46434G822 ISHARES MSCI JAPAN E | $1,311 | $1,244 |
| 46641Q688 JPM BTABLDRS DEV ASI | $858 | $985 |
| 46641Q696 JPMORGAN BETABUILDER | $3,563 | $3,875 |
| 46641Q712 JPMORGAN BETABUILDER | $2,601 | $2,945 |
| 46641Q720 JPMORGAN BETABUILDER | $2,892 | $3,403 |
| 83002G306 SIX CIRCLES U.S. UNC | $9,834 | $11,042 |
| 83002G405 SIX CIRCLES INTERNAT | $6,285 | $6,569 |
| 48129C835 JPM TAX AWR EQTY FD | $1,013 | $2,248 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 12628J881 CRM LNG/SHRT OPPORT- | AT COST | $1,228 | $1,272 |
| 29446A710 EQUINOX IMP SYSTEM M | AT COST | $534 | $504 |
| 09257V508 BLACKSTONE ALT MULTI | AT COST | $3,793 | $3,760 |
| 25264S833 DIAMOND HILL LONG/SH | |||
| 09250J734 BLACKROCK EVNT DRVN | AT COST | $503 | $489 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2019 TRANSACTION POSTED IN 2020 | $194 |
| SALES ADJUTMENT | $1 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2018 TRANSACTION POSTED IN 2019 | $193 |
| ROUNDING | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $200 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $96 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $64 | $64 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $8 | $8 | $0 |