LOWE B ARMSTRONG TRUST UW FBO 7 CHARITIES: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LOWE B ARMSTRONG TRUST UW FBO 7 CHARITIES (EIN 55-6129781)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-10
- IRS object ID
- 201821309349102127
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-10T17:00:31-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PUBLIC SQUARE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | JOY G LLANES | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8004962583 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 3124869652 | PhoneNum |
| Preparation | 2018-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $132,082 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,009 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,007 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,549 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,474 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,549 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$13 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $7,545 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,556 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,324 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $795 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $530 | 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 | $64 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $64 | 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 | $1,388 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $859 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $530 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,899 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,899 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,287 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $859 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,429 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,697 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,003 | CashBOYAmt |
| Cash EOY | $1,603 | CashEOYAmt |
| Cash EOYFMV | $1,603 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,461 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,628 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,628 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $73,441 | CorporateStockBOYAmt |
| Corporate Stock EOY | $73,432 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $104,171 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,468 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,438 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,473 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,722 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,236 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,207 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $100,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,337 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $132,082 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $100,095 | CapitalStockBOYAmt |
| Capital Stock EOY | $101,337 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $100,095 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $101,337 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $100,095 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $101,337 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $100,095 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,258 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $101,353 | SubtotalAmt |
| Other Decreases | $16 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $101,337 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 108.155 EQUINOX CAMPBELL STRATEGY-I | 2017-01-06 | $1,050 | $1,168 | -$118 | -$118 | ||
| 32.579 HARTFORD CAPITAL APPRECIATION FUND | 2017-01-12 | $1,195 | $978 | $217 | $217 | 2011-08-30 | |
| 5. ISHARES TR S & P MIDCAP 400 INDEX FD | 2017-01-12 | $836 | $643 | $193 | $193 | 2016-01-26 | |
| 66.103 DOUBLELINE TOTL RET BND-I | 2017-04-07 | $704 | $739 | -$35 | -$35 | ||
| 193.443 JPMORGAN CORE BOND FUND | 2017-04-11 | $2,242 | $2,254 | -$12 | -$12 | 2015-06-30 | |
| 6. ISHARES TR S & P MIDCAP 400 INDEX FD | 2017-05-08 | $1,036 | $772 | $264 | $264 | 2016-01-26 | |
| 119.471 BROWN ADV JAPAN ALPHA OPP-IS | 2017-05-11 | $1,264 | $1,156 | $108 | $108 | 2016-11-16 | |
| 22. ISHARES TR S & P MIDCAP 400 INDEX FD | 2017-06-29 | $3,820 | $2,831 | $989 | $989 | 2016-01-26 | |
| 155.632 JPMORGAN CORE BOND FUND | 2017-06-29 | $1,810 | $1,821 | -$11 | -$11 | ||
| 129.043 NEUBERGER BERMAN HI IN B-INS | 2017-06-29 | $1,133 | $1,017 | $116 | $116 | 2016-02-23 | |
| 86.392 T ROWE PR EMERG MKTS BND-I | 2017-06-29 | $1,092 | $1,089 | $3 | $3 | 2016-07-20 | |
| 24.159 VANGUARD TOTAL INTL BND-ADM | 2017-06-30 | $524 | $525 | -$1 | -$1 | 2017-04-13 | |
| 22.758 DODGE & INTERNATIONAL STOCK FUND | 2017-09-14 | $1,058 | $724 | $334 | $334 | 2011-08-30 | |
| 30.038 JPM GLBL RES ENH INDEX FD - SEL | 2017-09-14 | $646 | $458 | $188 | $188 | 2013-04-19 | |
| 28.693 MFS INTL VALUE-R6 | 2017-09-14 | $1,202 | $712 | $490 | $490 | 2011-10-26 | |
| 131.724 NB HIGH INCOME BOND-R6 | 2017-11-17 | $1,146 | $1,038 | $108 | $108 | 2016-02-23 | |
| CAPITAL GAIN DIVIDENDS | $1,716 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,549 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,759 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $114,537 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050281 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,642 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $123,329 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053856 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,999 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $126,389 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047465 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,475 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $122,683 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044627 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,160 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $113,905 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045301 | DistributionYr5Rt |
| Total Distribution | 0.24153 | TotalDistributionRt |
| Average Distribution | 0.048306 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $123,834 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,982 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $67 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,049 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,429 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $134 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $134 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $134 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $45 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $89 | 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 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 | $1,324 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $120,760 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,960 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,720 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125,720 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,886 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123,834 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,192 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,192 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $134 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $134 | TotalTaxAmt |
| Distributable Before Adj | $6,058 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,058 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,058 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,429 | 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 | $5,429 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,429 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,058 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,898 | 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 | $5,429 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,898 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $531 | 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 | $5,527 | 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 |
|---|---|---|---|---|---|---|---|
| BEECHTOWN CEMETERY ASSOCIATION | |||||||
| PO BOX 132 | FRENCH CREEK | WV | 262180132 | NONE | NC | GENERAL | $426 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 315 KERENS AVE | ELKINS | WV | 262413852 | NONE | PC | GENERAL | $852 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 52 S FLORIDA ST | BUCKHANNON | WV | 262012672 | NONE | PC | GENERAL | $852 |
| UPSHUR COUNTY SENIOR CENTER | |||||||
| 26 N KANAWHA ST | BUCKHANNON | WV | 262012714 | NONE | PC | GENERAL | $426 |
| CHAPEL HILL UNITED METHODIST CHURCH | |||||||
| 88 S KANAWHA ST | BUCKHANNON | WV | 262012635 | NONE | PC | GENERAL | $852 |
| CHARLES W GIBSON LIBRARY | |||||||
| ATTN WILLIAM OBRIEN | BUCKHANNON | WV | 262012735 | NONE | PC | GENERAL | $426 |
| FRENCHTON UNITED METHODIST CHURCH | |||||||
| ATTN MARTHA ANDREWS | FRENCH CREEK | WV | 262187299 | NONE | PC | GENERAL | $1,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,899 | 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 | $3,009 | 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 | $4,549 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$13 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,545 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,545 | 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 | 2017-09-29 | GrantDt |
| Grant | $426 | GrantAmt |
| Purpose Of Grant | Beautification of the cemetery. | PurposeOfGrantTxt |
| Expended By Grantee | $426 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | 05/01/2018 | DatesOfReportsByGranteeTxt |
| Verification | 2018-05-01 | VerificationDt |
| Results Of Verification | Funds were used as expected | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 258620103 DOUBLELINE TOTL RET | $2,497 | $2,420 |
| 4812C0381 JPM CORE BD FD - SEL | ||
| 64128K868 NEUBERGER BERMAN HI | ||
| 77956H872 T ROWE PR EMERG MKTS | ||
| 256210105 DODGE & COX INCOME F | $1,279 | $1,273 |
| 4812C0100 JPMORGAN CORE BOND-R | $1,873 | $1,855 |
| 64128K579 NB HIGH INCOME BOND- | $2,425 | $2,584 |
| 77956H534 T ROWE PR EMERG MKTS | $1,243 | $1,228 |
| 92203J308 VANGUARD TOTAL INTL | $3,121 | $3,113 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 115233579 BROWN ADV JAPAN ALPH | $1,134 | $1,341 |
| 256206103 DODGE & COX INTL STO | $4,377 | $6,334 |
| 416649309 HARTFORD CAPITAL APP | ||
| 464287465 ISHARES MSCI EAFE IN | $11,611 | $13,359 |
| 464287507 ISHARES CORE S&P MID | ||
| 00171A530 AMG MANAGERS PICTET | ||
| 46637K513 JPM GLBL RES ENH IND | ||
| 4812A1654 JPMORGAN TAX AWR EQT | $1,999 | $4,494 |
| 4812A2389 JPM US LARGE CAP COR | ||
| 55273E822 MFS INTL VALUE-I | ||
| 74160Q301 PRIMECAP ODYSSEY STO | $2,710 | $5,832 |
| 78462F103 SPDR S&P 500 ETF TRU | $22,075 | $33,358 |
| 00171C403 AMG MG PICTET INTL-Z | $5,382 | $6,927 |
| 41664T719 HARTFORD CAPITAL APP | $2,889 | $3,620 |
| 46432F842 ISHARES CORE MSCI EA | $4,994 | $5,419 |
| 48129C207 JPMORGAN GL RES ENH | $10,917 | $14,419 |
| 48129C603 JPMORGAN US L/C CORE | $2,897 | $5,058 |
| 552746349 MFS INTL VALUE-R6 | $2,447 | $4,010 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 00191K500 AQR LONG-SHORT EQUIT | AT COST | $1,787 | $1,891 |
| 12628J881 CRM LONG/SHORT OPPOR | AT COST | $1,854 | $1,898 |
| 29446A710 EQUINOX FDS TR IPM S | AT COST | $1,076 | $1,028 |
| 29446A819 EQUINOX CAMPBELL STR | |||
| 72201M487 PIMCO UNCONSTRAINED | AT COST | $2,091 | $2,004 |
| 00191K609 AQR MANAGED FUTURES | AT COST | $1,173 | $1,155 |
| 024525172 AMERICAN BEACON GLG | AT COST | $1,255 | $1,231 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $16 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED INCOME | Desc |
| Revenue And Expenses Per Books | -$13 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $58 | $58 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $6 | $6 | $0 |