SARA JEAN REVOCABLE TRUST: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SARA JEAN REVOCABLE TRUST (EIN 43-6934592)
- Tax period
- 2010-11-01 to 2011-10-31
- Filed
- 2012-03-07
- IRS object ID
- 201210679349100606
- Schema version
- 2010v3.4
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-07T14:01:55-06:00 | Timestamp |
| Tax Period End Date | 2011-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMERCE TRUST COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11356 | AddressLine1 |
| City | CLAYTON | City |
| State | MO | State |
| ZIP Code | 63105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436934592 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARA JEAN JONES FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SARA | 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 | 63105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | COMMERCE TRUST COMPANY | Name |
| Title | OFFICER | Title |
| Phone | 3147262255 | Phone |
| Date Signed | 2012-03-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3147467329 | Phone |
| 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 | 923344 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 26847 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 26847 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3198 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 113472 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3198 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 30045 | TotalRevenueAndExpenses |
| Total Net Investment Income | 30045 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 11622 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 9879 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1743 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 420 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 12042 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9879 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1743 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 42250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 42250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 54292 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9879 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 43993 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -24247 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 20166 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 14021 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 14642 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 14642 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 503221 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 493567 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 565875 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 323620 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 308406 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 342827 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 840862 | TotalAssetsBOY |
| Total Assets EOY | 816615 | TotalAssetsEOY |
| Total Assets EOYFMV | 923344 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 840862 | CapitalStockBOY |
| Capital Stock EOY | 816615 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 840862 | TotalNetAssetsBOY |
| Total Net Assets EOY | 816615 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 840862 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 816615 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 840862 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -24247 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 816615 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 816615 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| VARIOUS | P | 2011-01-01 | 2011-10-31 | 13140 | 13523 | -383 | -383 |
| VARIOUS | P | 2010-01-01 | 2011-10-31 | 99440 | 96751 | 2689 | 2689 |
| CAPITAL GAINS DIVIDENDS | P | 892 | 892 | 892 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3198 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 44953 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 887388 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050658 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 54835 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 775128 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.070743 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 55549 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 975611 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.056938 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 56123 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1031126 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.054429 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.232768 | TotalDistributionRatio |
| Average Distribution Ratio | 0.058192 | AverageDistributionRatio |
| Net Noncharitable Assets | 948093 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 55171 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 202 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 55373 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 43993 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 403 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 403 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 403 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 288 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 288 | TotalCreditsAndPayments |
| Tax Due | 115 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | KS | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | 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 | 6202318400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S BROADWAY | AddressLine1 |
| City | PITTSBURG | City |
| State | KS | State |
| ZIP Code | 66762 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | 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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| COMMERCE TRUST COMPANY | ||||||||
| 100 S BROADWAY | PITTSBURG | KS | 66762 | TRUSTEE | 1.00 | 10522 | 0 | 0 |
| COMMERCE TRUST COMPANY | ||||||||
| PO BOX 11356 | CLAYTON | MO | 63105 | TAX PREPARATION | 0.01 | 1100 | 0 | 0 |
| 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 956184 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 6347 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 962531 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 962531 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14438 | CashDeemedCharitable |
| Net Noncharitable Assets | 948093 | NetNoncharitableAssets |
| Minimum Investment Return | 47405 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 47405 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 403 | TaxBasedOnInvestmentIncome |
| Total Tax | 403 | TotalTax |
| Distributable Amount Before Adj | 47002 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 47002 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 47002 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 43993 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 43993 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 43993 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 47002 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 32561 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 32561 | TotalExcessDistriCarryover |
| Qualifying Distributions | 43993 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 43993 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 3009 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 3009 | ExcessDistriCyovAppliedCY |
| Total Corpus | 29552 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 29552 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 29552 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| FIRST BAPTIST CHURCH OF DUENWEG | |||||||
| 13759 ASPEN RD | JOPLIN | MO | 64804 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $4,225 |
| HARMONY GROVE CEMETERY | |||||||
| 3236 SOUTH PARK | JOPLIN | MO | 64804 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $4,225 |
| UNITED WAY OF SOUTHWEST MISSOURI | |||||||
| 3510 E 3RD ST | JOPLIN | MO | 64801 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $33,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 42250 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $26,847 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,198 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $30,045 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 30045 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | VARIOUS | NameOfBond |
| EOY Book Value | 308406 | EOYBookValue |
| EOYFMV | 342827 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | VARIOUS | NameOfStock |
| EOY Book Value | 493567 | EOYBookValue |
| EOYFMV | 565875 | EOYFMV |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YEAR | $132 | 0 | 0 |
| FEDERAL TAX ESTIMATES | $288 | 0 | 0 |