SARA JEAN REVOCABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SARA JEAN REVOCABLE TRUST (EIN 43-6934592)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2020-11-12
- IRS object ID
- 202033179349102088
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T13:00:24-06:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436934592 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARA JEAN JONES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARA | BusinessNameControlTxt |
| Phone | 3147467329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11356 | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631050156 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMERCE TRUST COMPANY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3147467329 | PhoneNum |
| Signature | 2020-11-09 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.167.75.11 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8B955D45F65FD2C4A193F74590BEC72704FDCCF6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 88F1C62C32216324E24B2189AE3F7FE0065B1233 | 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 | $1,050,811 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,129 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,129 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,413 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $210,380 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,413 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $33,542 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,542 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,459 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,290 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,169 | 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 | $554 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $426 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $3 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,016 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,719 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,169 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,016 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,719 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,169 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,474 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,823 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,286 | CashBOYAmt |
| Cash EOY | $48,154 | CashEOYAmt |
| Cash EOYFMV | $48,154 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $468,522 | CorporateStockBOYAmt |
| Corporate Stock EOY | $443,287 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $659,128 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $357,965 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $309,811 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $343,529 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $837,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $801,252 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,050,811 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $837,773 | CapitalStockBOYAmt |
| Capital Stock EOY | $801,252 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $837,773 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $801,252 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $837,773 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $801,252 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $837,773 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,474 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $806,299 | SubtotalAmt |
| Other Decreases | $5,047 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $801,252 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (55 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 15. DOMINOS PIZZA INC | 2019-06-04 | 2019-11-05 | $4,092 | $4,217 | -$125 | -$125 | |
| 80. SYSCO CORP | 2018-06-12 | 2019-11-05 | $6,405 | $5,300 | $1,105 | $1,105 | |
| 20. WASTE MANAGEMENT INC DEL | 2016-01-15 | 2019-11-05 | $2,163 | $1,036 | $1,127 | $1,127 | |
| 20. ARISTA NETWORKS INC | 2019-05-03 | 2019-11-06 | $3,818 | $4,460 | -$642 | -$642 | |
| 60. EOG RESOURCES INCORPORATED | 2018-06-12 | 2019-12-11 | $4,478 | $5,008 | -$530 | -$530 | |
| 10. FACEBOOK INC-A | 2015-09-29 | 2020-01-14 | $2,204 | $877 | $1,327 | $1,327 | |
| .12 INGERSOLL RAND INC | 2019-04-09 | 2020-03-02 | $3 | $3 | |||
| 15. APPLE INC | 2010-02-04 | 2020-03-05 | $4,420 | $413 | $4,007 | $4,007 | |
| 100. D R HORTON INC | 2019-11-05 | 2020-03-05 | $5,681 | $5,045 | $636 | $636 | |
| 15. CME GROUP INC | 2013-05-13 | 2020-03-10 | $3,094 | $942 | $2,152 | $2,152 | |
| 150. VANGUARD FTSE ALL WORLD EX-US SMALL CAP ETF | 2013-08-20 | 2020-03-11 | $13,103 | $14,322 | -$1,219 | -$1,219 | |
| 91.794 INVESCO EMERGING MARKETS ALL CAP FUND-R6 | 2018-02-01 | 2020-03-12 | $2,733 | $3,675 | -$942 | -$942 | |
| 609.338 AQR MANAGED FUTURES STRATEGY FUND R6 | 2011-10-31 | 2020-03-12 | $5,192 | $5,752 | -$560 | -$560 | |
| 179.056 FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND - Z | 2018-02-01 | 2020-03-12 | $1,531 | $1,731 | -$200 | -$200 | |
| 181.601 HARTFORD FLOATING RATE FUND-F | 2013-08-20 | 2020-03-12 | $1,398 | $1,634 | -$236 | -$236 | |
| 181.496 MFS RESEARCH INTERNATIONAL FUND R6 | 2018-02-01 | 2020-03-12 | $2,675 | $3,654 | -$979 | -$979 | |
| 573.538 VANGUARD INTERMEDIATE TERM INVESTMENT GRADE FUND ADM | 2016-05-10 | 2020-03-12 | $5,798 | $5,724 | $74 | $74 | |
| 560.602 COHEN & STEERS PREFERRED SECURITIES & INCOME FUND F | 2018-02-01 | 2020-03-20 | $6,262 | $7,849 | -$1,587 | -$1,587 | |
| 90. ISHARES TREASURY INFLATION PROTECTED SECURITIES BOND ETF | 2009-02-05 | 2020-03-20 | $10,251 | $8,871 | $1,380 | $1,380 | |
| 532.177 PIMCO INTERNATIONAL BOND FUND UNHEDGED INST | 2018-09-19 | 2020-03-20 | $4,380 | $5,189 | -$809 | -$809 | |
| 932.612 BLACKROCK HIGH YIELD PORTFOLIO - K | 2013-08-20 | 2020-03-23 | $5,577 | $7,526 | -$1,949 | -$1,949 | |
| 751.552 FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND - Z | 2019-03-21 | 2020-03-23 | $5,531 | $7,267 | -$1,736 | -$1,736 | |
| 325.26 FIDELITY NEW MARKETS INCOME FUND Z | 2019-03-21 | 2020-03-23 | $3,952 | $4,789 | -$837 | -$837 | |
| 836.827 HARTFORD FLOATING RATE FUND-F | 2019-03-14 | 2020-03-23 | $5,506 | $7,531 | -$2,025 | -$2,025 | |
| 1233.55 VANGUARD HIGH YIELD CORPORATE FUND ADM | 2016-05-09 | 2020-03-23 | $5,921 | $6,970 | -$1,049 | -$1,049 | |
| 1105.235 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2020-03-12 | 2020-03-24 | $13,683 | $14,246 | -$563 | -$563 | |
| 828.878 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2016-05-09 | 2020-03-24 | $10,262 | $14,323 | -$4,061 | -$4,061 | |
| 20. ISHARES RUSSELL 2000 VALUE ETF | 2020-03-11 | 2020-03-24 | $1,534 | $1,844 | -$310 | -$310 | |
| 10. ISHARES RUSSELL 2000 GROWTH ETF | 2020-03-11 | 2020-03-24 | $1,495 | $1,696 | -$201 | -$201 | |
| 25. ISHARES RUSSELL 2000 GROWTH ETF | 2018-11-01 | 2020-03-24 | $3,738 | $4,839 | -$1,101 | -$1,101 | |
| 10. ISHARES RUSSELL 2000 GROWTH ETF | 2018-11-01 | 2020-03-24 | $1,495 | $1,935 | -$440 | -$440 | |
| 10. BOEING CO | 2019-10-02 | 2020-03-25 | $1,621 | $3,676 | -$2,055 | -$2,055 | |
| 55. COMCAST CORPORATION CL-A | 2019-08-07 | 2020-04-02 | $1,863 | $2,282 | -$419 | -$419 | |
| 95. COMCAST CORPORATION CL-A | 2017-01-04 | 2020-04-02 | $3,219 | $3,323 | -$104 | -$104 | |
| 35. IQVIA HOLDINGS INC | 2017-09-22 | 2020-04-02 | $3,660 | $3,300 | $360 | $360 | |
| 325. JP MORGAN ALERIAN MLP INDEX ETN | 2017-04-04 | 2020-04-03 | $2,816 | $10,284 | -$7,468 | -$7,468 | |
| 44. INGERSOLL RAND INC | 2019-04-09 | 2020-04-14 | $1,151 | $1,254 | -$103 | -$103 | |
| 65. ISHARES RUSSELL 2000 VALUE ETF | 2009-02-03 | 2020-04-17 | $5,554 | $2,774 | $2,780 | $2,780 | |
| 55. ISHARES RUSSELL 2000 GROWTH ETF | 2009-02-03 | 2020-04-17 | $9,388 | $2,617 | $6,771 | $6,771 | |
| 100. STORE CAPITAL CORP | 2019-10-03 | 2020-04-17 | $1,687 | $3,793 | -$2,106 | -$2,106 | |
| 75. AT&T INC | 2019-08-21 | 2020-05-26 | $2,327 | $2,636 | -$309 | -$309 | |
| 5. APPLE INC | 2010-02-04 | 2020-05-26 | $1,597 | $138 | $1,459 | $1,459 | |
| 5. ADOBE INC | 2014-04-09 | 2020-06-09 | $1,993 | $318 | $1,675 | $1,675 | |
| 5. CROWN CASTLE INTERNATIONAL CORP | 2019-04-17 | 2020-06-09 | $879 | $618 | $261 | $261 | |
| 60. EVERSOURCE ENERGY | 2013-08-20 | 2020-06-09 | $5,119 | $2,517 | $2,602 | $2,602 | |
| 125. AT&T INC | 2019-08-21 | 2020-06-25 | $3,690 | $4,394 | -$704 | -$704 | |
| 80. CISCO SYSTEM INC | 2017-05-15 | 2020-06-25 | $3,557 | $2,757 | $800 | $800 | |
| 20. FIRST REPUBLIC BANK/SAN FRAN | 2019-01-30 | 2020-06-25 | $2,135 | $1,938 | $197 | $197 | |
| 15. S&P GLOBAL INC | 2018-06-12 | 2020-06-25 | $4,870 | $3,102 | $1,768 | $1,768 | |
| 100. FIRSTENERGY CORP | 2020-04-01 | 2020-07-28 | $2,934 | $3,847 | -$913 | -$913 | |
| 80. INTEL CORP | 2011-06-14 | 2020-08-07 | $3,819 | $1,754 | $2,065 | $2,065 | |
| 10. APPLE INC | 2010-02-04 | 2020-08-24 | $5,000 | $276 | $4,724 | $4,724 | |
| 5. THERMO FISHER CORP | 2015-06-17 | 2020-08-24 | $2,088 | $641 | $1,447 | $1,447 | |
| 5. ADOBE INC | 2014-04-09 | 2020-09-09 | $2,388 | $318 | $2,070 | $2,070 | |
| CAPITAL GAIN DIVIDENDS | $407 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,413 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,723 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,035,664 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049942 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,690 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,065,440 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059778 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $51,376 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,036,679 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049558 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,864 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,001,368 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044803 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,980 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,058,827 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042481 | DistributionYr5Rt |
| Total Distribution | 0.246562 | TotalDistributionRt |
| Average Distribution | 0.049312 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,039,267 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $51,248 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $208 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $51,456 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $52,169 | 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 | $208 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $208 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $208 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $292 | OverpaymentAmt |
| Applied To ES Tax | $292 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMERCE TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4178375267 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2817 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| COMMERCE TRUST COMPANY | ||||||
| PO BOX 2817 | SPRINGFIELD | MO | 65801 | TRUSTEE | 1 | $12,459 |
| COMMERCE TRUST COMPANY | ||||||
| PO BOX 11356 | CLAYTON | MO | 63105 | TAX PREPARATION | 1 | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,000,617 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,476 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,055,093 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,055,093 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,826 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,039,267 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,963 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,963 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $208 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $208 | TotalTaxAmt |
| Distributable Before Adj | $51,755 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,755 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,755 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,169 | 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 | $52,169 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $208 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $51,961 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,755 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,307 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $796 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,103 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,169 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,755 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $414 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,517 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,517 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $8,307 | ExcessFromYear2Amt |
| Excess From Year1 | $796 | ExcessFromYear1Amt |
| Excess From Current Year | $414 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIRST BAPTIST CHURCH OF DUENWEG | |||||||
| 13759 ASPEN RD | JOPLIN | MO | 64804 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| HARMONY GROVE CEMETERY | |||||||
| PO BOX 487 | DUENWEG | MO | 64841 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| UNITED WAY OF SOUTHWEST MISSOURI | |||||||
| 3510 EAST 3RD STREET | JOPLIN | MO | 64801 | NONE | PC | GENERAL OPERATIONS | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,129 | 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 | $9,413 | 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 | $33,542 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,542 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK-TO-TAX DIFFERENCE | Desc |
| Amt | $5,047 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $128 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $401 | $401 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $25 | $25 | $0 |