WESTERMANN JOINT LVG RVOC TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WESTERMANN JOINT LVG RVOC TR (EIN 43-6848005)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2020-10-29
- IRS object ID
- 202043039349100964
- 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 | 2020-10-29T15:00:54-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | 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 COMPANY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3147467329 | PhoneNum |
| Signature | 2020-10-15 | 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 | 56D20C7203196C322DEFCC9544D7BBEBD10BD55A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6E65CF0B7C244119994E2971806803D13B318F6A | 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 | $998,944 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $23,504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,504 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,690 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $353,628 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,690 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $47,194 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,194 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,772 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,306 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,466 | 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 | $271 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $271 | 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 | $10,043 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,577 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,466 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,929 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,929 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,972 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,577 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,395 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,617 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,077 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,258 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,258 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $442,035 | CorporateStockBOYAmt |
| Corporate Stock EOY | $449,442 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $546,975 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $432,601 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $414,172 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $442,711 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $883,713 | TotalAssetsBOYAmt |
| Total Assets EOY | $872,872 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $998,944 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $883,713 | CapitalStockBOYAmt |
| Capital Stock EOY | $872,872 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $883,713 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $872,872 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $883,713 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $872,872 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $883,713 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,778 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $873,935 | SubtotalAmt |
| Other Decreases | $1,063 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $872,872 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 10. ISHARES RUSSELL MIDCAP VALUE ETF | 2018-08-22 | 2019-12-23 | $945 | $915 | $30 | $30 | |
| 10. ISHARES RUSSELL 1000 VALUE ETF | 2018-08-22 | 2019-12-23 | $1,363 | $1,241 | $122 | $122 | |
| 174.459 INVESCO OPPENHEIMER MAIN STREET SMALL CAP FUND R6 | 2018-08-23 | 2019-12-24 | $2,772 | $2,868 | -$96 | -$96 | |
| 46.23 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2015-09-25 | 2019-12-24 | $866 | $785 | $81 | $81 | |
| 16.81 DFA US LARGE CAP VALUE PORTFOLIO | 2018-06-27 | 2019-12-24 | $650 | $639 | $11 | $11 | |
| 66.161 MFS RESEARCH INTERNATIONAL FUND R6 | 2011-09-07 | 2019-12-24 | $1,296 | $928 | $368 | $368 | |
| 26.273 T ROWE PRICE GROWTH STOCK FUND-I | 2019-01-29 | 2019-12-24 | $1,925 | $1,601 | $324 | $324 | |
| 74.815 T ROWE PRICE OVERSEAS STOCK FUND-I | 2017-09-27 | 2019-12-24 | $834 | $784 | $50 | $50 | |
| 26.266 TIAA-CREF LARGE-CAP GROWTH INDEX FUND | 2016-12-28 | 2019-12-24 | $952 | $597 | $355 | $355 | |
| 1948.326 BLACKROCK HIGH YIELD PORTFOLIO - K | 2019-12-24 | 2020-03-20 | $11,943 | $14,994 | -$3,051 | -$3,051 | |
| 2883.327 BLACKROCK HIGH YIELD PORTFOLIO - K | 2018-12-28 | 2020-03-20 | $17,675 | $20,358 | -$2,683 | -$2,683 | |
| 1571.558 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2018-12-28 | 2020-03-20 | $18,277 | $25,756 | -$7,479 | -$7,479 | |
| 96.225 INVESCO OPPENHEIMER MAIN STREET SMALL CAP FUND R6 | 2019-03-27 | 2020-03-25 | $1,010 | $1,338 | -$328 | -$328 | |
| 3331.916 INVESCO OPPENHEIMER MAIN STREET SMALL CAP FUND R6 | 2018-12-28 | 2020-03-25 | $34,985 | $46,066 | -$11,081 | -$11,081 | |
| 495. ISHARES RUSSELL MIDCAP VALUE ETF | 2018-12-27 | 2020-06-04 | $39,767 | $29,015 | $10,752 | $10,752 | |
| 265. ISHARES RUSSELL 1000 VALUE ETF | 2018-12-27 | 2020-06-04 | $31,461 | $19,255 | $12,206 | $12,206 | |
| 1234.543 COMMERCE BOND FUND FUND #333 | 2016-07-06 | 2020-06-05 | $25,407 | $25,228 | $179 | $179 | |
| 199.785 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2018-08-23 | 2020-06-05 | $5,628 | $6,178 | -$550 | -$550 | |
| 92.831 DFA US LARGE CAP VALUE PORTFOLIO | 2018-06-27 | 2020-06-05 | $3,120 | $3,416 | -$296 | -$296 | |
| 23.157 GATEWAY FUND N | 2018-12-28 | 2020-06-05 | $782 | $728 | $54 | $54 | |
| 510.701 MFS RESEARCH INTERNATIONAL FUND R6 | 2018-12-28 | 2020-06-05 | $9,596 | $7,957 | $1,639 | $1,639 | |
| 288.838 NORTHERN FUNDS ACTIVE M EMERGING MARKETS | 2018-09-27 | 2020-06-05 | $5,069 | $5,875 | -$806 | -$806 | |
| 585.823 T ROWE PRICE OVERSEAS STOCK FUND-I | 2018-12-28 | 2020-06-05 | $6,022 | $5,519 | $503 | $503 | |
| 510. SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF | 2020-06-04 | 2020-09-21 | $46,649 | $46,698 | -$49 | -$49 | |
| 658.91 COMMERCE BOND FUND FUND #333 | 2014-06-23 | 2020-09-22 | $13,883 | $13,399 | $484 | $484 | |
| 197.787 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337 | 2018-12-28 | 2020-09-22 | $8,461 | $5,748 | $2,713 | $2,713 | |
| 177.65 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL # 339 | 2018-12-28 | 2020-09-22 | $8,234 | $6,995 | $1,239 | $1,239 | |
| 727.771 GATEWAY FUND N | 2019-06-26 | 2020-09-22 | $25,057 | $22,906 | $2,151 | $2,151 | |
| 105.984 T ROWE PRICE GROWTH STOCK FUND-I | 2019-01-29 | 2020-09-22 | $9,309 | $6,457 | $2,852 | $2,852 | |
| 119.005 PRINCIPAL GLOBAL MULTI-STRATEGY FUND | 2019-01-29 | 2020-09-22 | $1,313 | $1,212 | $101 | $101 | |
| 165.567 TIAA-CREF LARGE-CAP GROWTH INDEX FUND | 2018-12-28 | 2020-09-22 | $7,336 | $4,482 | $2,854 | $2,854 | |
| CAPITAL GAIN DIVIDENDS | $11,041 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,690 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,495 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $990,178 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053016 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $47,265 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,020,859 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046299 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,930 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $995,194 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047157 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $53,312 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $977,368 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054546 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,166 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,038,354 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048313 | DistributionYr5Rt |
| Total Distribution | 0.249331 | TotalDistributionRt |
| Average Distribution | 0.049866 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $989,969 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,366 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $386 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,752 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,395 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $772 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $772 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $772 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $680 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $92 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | $7,772 |
| 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 | $977,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,327 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,005,045 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,005,045 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,076 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $989,969 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,498 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,498 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $772 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $772 | TotalTaxAmt |
| Distributable Before Adj | $48,726 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,726 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,726 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,395 | 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 | $48,395 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,395 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,726 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $45,638 | 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 | $48,395 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,638 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,757 | 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 | $45,969 | 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 | $46,929 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,929 | 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 | $23,504 | 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 | $23,690 | 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 | $47,194 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,194 | 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 | $1,063 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $224 | $224 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $47 | $47 | $0 |