WESTERMANN JOINT LVG RVOC TR: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WESTERMANN JOINT LVG RVOC TR (EIN 43-6848005)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2009-10-15
- IRS object ID
- 201200659349100005
- Schema version
- 2010v3.7
- 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) |
|---|---|---|
| Timestamp | 2009-10-15T15:15:33+05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436848005 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERMANN JOINT LIVING TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 3147262255 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11356 | AddressLine1 |
| City | CLAYTON | City |
| State | MO | State |
| ZIP Code | 631050156 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | COMMERCE TRUST COMPANY | Name |
| Title | TRUSTEE | Title |
| Phone | 3147262255 | Phone |
| Date Signed | 2012-02-06 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 927000 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 30038 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 30038 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -22238 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 578066 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 7800 | TotalRevenueAndExpenses |
| Total Net Investment Income | 30038 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 10280 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 1542 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 8738 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 867 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 120 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 11147 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1662 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8738 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 24580 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 24580 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 35727 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1662 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 33318 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -27927 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 28376 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 5269 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 31224 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 31224 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 510135 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 482694 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 463364 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 446298 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 419855 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 432412 | InvestmentsCorpBondsEOYFMV |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 961702 | TotalAssetsBOY |
| Total Assets EOY | 933773 | TotalAssetsEOY |
| Total Assets EOYFMV | 927000 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 961702 | CapitalStockBOY |
| Capital Stock EOY | 933773 | CapitalStockEOY |
| Total Net Assets BOY | 961702 | TotalNetAssetsBOY |
| Total Net Assets EOY | 933773 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 961702 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 933773 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 961702 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -27927 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 933775 | Subtotal |
| Other Decreases | 2 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 933773 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (23 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 15033.302 BAIRD AGGREGATE BOND FUND-IS | 2007-09-19 | 2011-09-07 | 163863 | 158000 | 5863 | 5863 |
| 286.416 COLUMBIA ACORN INTERNATIONAL FUND-Z | 2010-09-14 | 2011-09-07 | 10778 | 10500 | 278 | 278 |
| 73.138 DWS RREEF REAL ESTATE SECURITIES FUND-INST | 2010-09-14 | 2011-09-07 | 1351 | 1220 | 131 | 131 |
| 374.251 FIDELITY ADVISOR EMERGING MARKETS INCOME FUND-I | 2010-09-14 | 2011-09-07 | 5052 | 5000 | 52 | 52 |
| 809.184 ABSOLUTE STRATEGIES FUND-I | 2011-06-28 | 2011-09-07 | 8861 | 8828 | 33 | 33 |
| 425. ISHARES BARCLAYS TREASURY INFLATION PROTECTED | 2006-12-28 | 2011-09-07 | 49086 | 42109 | 6977 | 6977 |
| 225. ISHARES MSCI EMERGING MARKETS INDEX | 2007-12-21 | 2011-09-07 | 9362 | 7641 | 1721 | 1721 |
| 150. ISHARES S&P LATIN AMERICA 40 INDEX FUND | 2010-09-14 | 2011-09-07 | 6831 | 7302 | -471 | -471 |
| 500. ISHARES MSCI EAFE INDEX FUND | 2007-12-21 | 2011-09-07 | 25295 | 39975 | -14680 | -14680 |
| 195. ISHARES RUSSELL MIDCAP VALUE INDEX FUND | 2005-07-27 | 2011-09-07 | 8009 | 7979 | 30 | 30 |
| 850. ISHARES RUSSELL 1000 GROWTH INDEX FUND | 2007-12-21 | 2011-09-07 | 47115 | 52427 | -5312 | -5312 |
| 175. ISHARES RUSSELL 2000 GROWTH INDEX FUND | 2007-12-21 | 2011-09-07 | 13957 | 14926 | -969 | -969 |
| 125. ISHARES MSCI ALL COUNTRY ASIA EX-JAPAN INDEX FUND | 2010-09-14 | 2011-09-07 | 6927 | 7323 | -396 | -396 |
| 712.965 JANUS FORTY FUND-I | 2007-09-19 | 2011-06-24 | 23435 | 27000 | -3565 | -3565 |
| 402.635 MORGAN STANLEY INSTITUTIONAL FUND TRUST | 2007-09-19 | 2011-09-07 | 15260 | 13142 | 2118 | 2118 |
| 931.298 PIMCO COMMODITY REALRETURN STRATEGY FUND-INS | 2011-06-28 | 2011-09-07 | 8503 | 8102 | 401 | 401 |
| 461.681 PIMCO EMERGING LOCAL BOND FUND IS | 2010-09-14 | 2011-09-07 | 5106 | 5000 | 106 | 106 |
| 514.403 PRUDENTIAL GLOBAL REAL ESTATE FUND Z | 2011-06-28 | 2011-09-07 | 9537 | 10082 | -545 | -545 |
| 400. SPDR S&P 500 ETF TRUST | 2007-12-21 | 2011-06-24 | 51283 | 59109 | -7826 | -7826 |
| 325. SPDR S&P 500 ETF TRUST | 2007-12-21 | 2011-09-07 | 38564 | 48026 | -9462 | -9462 |
| 1143.511 TARGET SMALL CAPITALIZATION VALUE PORTFOLIO | 2010-09-09 | 2011-09-07 | 22321 | 20000 | 2321 | 2321 |
| 3883.495 VANGUARD INTERMEDIATE TERM CORP FUND #71 | 2010-09-14 | 2011-09-07 | 39456 | 40000 | -544 | -544 |
| 150. VANGUARD MSCI EMERGING MARKETS-ETF | 2010-09-14 | 2011-09-07 | 6430 | 6613 | -183 | -183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -22238 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 41333 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 913096 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045267 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 48585 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 827887 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.058686 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 51661 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1028288 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05024 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 49496 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1068352 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046329 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 50626 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1021740 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049549 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.25007 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050014 | AverageDistributionRatio |
| Net Noncharitable Assets | 980858 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 49057 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 284 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 49341 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 33318 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 568 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 568 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 568 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 568 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 568 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MO | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMERCE TRUST COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3147467436 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 FORSYTH BLVD | AddressLine1 |
| City | CLAYTON | City |
| State | MO | State |
| ZIP Code | 63105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| COMMERCE TRUST COMPANY | ||||||
| PO BOX 11356 | CLAYTON | MO | 63105 | TRUSTEE | 1 | 9180 |
| COMMERCE TRUST COMPANY | ||||||
| PO BOX 11356 | CLAYTON | MO | 63105 | TAX PREPARATION | 01 | 1100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 990198 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5597 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 995795 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 995795 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14937 | CashDeemedCharitable |
| Net Noncharitable Assets | 980858 | NetNoncharitableAssets |
| Minimum Investment Return | 49043 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 49043 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 568 | TaxBasedOnInvestmentIncome |
| Total Tax | 568 | TotalTax |
| Distributable Amount Before Adj | 48475 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 48475 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 48475 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 33318 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 33318 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 33318 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 48475 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 43775 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 33318 | QualifyingDistributions |
| Applied To Year1 | 33318 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 10457 | TaxableAmount2 |
| Undistributed Income CY | 48475 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHRINERS HOSPITAL FOR CHILDREN | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31218 | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33631 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL OPERATIONS | PurposeOfGrantOrContribution |
| Amount | $24,580 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 24580 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $30,038 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$22,238 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,800 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 7800 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $2 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $243 | 0 | 0 |
| FEDERAL ESTIMATES - INCOME | $504 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $115 | 115 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $5 | 5 | 0 |