JOANN MEIERHOFF CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JOANN MEIERHOFF CHARITABLE FOUNDATION (EIN 43-6880960)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2009-10-15
- IRS object ID
- 201220669349100107
- Schema version
- 2010v3.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2009-10-15T15:15:33+05:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436880960 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOANN MEIERHOFF CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MEIE | NameControl |
| Phone | 8162342000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419248 | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 641416248 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | COMMERCE TRUST COMPANY | Name |
| Title | TRUSTEE | Title |
| Phone | 8162342000 | Phone |
| Date Signed | 2012-01-09 | 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 | 48665 | 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 | 1117 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1106 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1808 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 16433 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1808 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 2925 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2914 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 2702 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 1081 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1621 | 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 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 | 2702 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1081 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1621 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2702 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1081 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1621 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 223 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1833 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 953 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1697 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1697 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 21609 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 23780 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 30898 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 17331 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 14639 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 16070 | InvestmentsCorpBondsEOYFMV |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 39893 | TotalAssetsBOY |
| Total Assets EOY | 40116 | TotalAssetsEOY |
| Total Assets EOYFMV | 48665 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 39893 | CapitalStockBOY |
| Capital Stock EOY | 40116 | CapitalStockEOY |
| Total Net Assets BOY | 39893 | TotalNetAssetsBOY |
| Total Net Assets EOY | 40116 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 39893 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 40116 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 39893 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 223 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 40116 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 40116 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (21 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 86.914 COMMERCE BOND FUND FUND #333 | 2009-08-17 | 2010-09-27 | 1767 | 1606 | 161 | 161 |
| 69.004 COMMERCE BOND FUND FUND #333 | 2005-03-30 | 2010-12-20 | 1369 | 1263 | 106 | 106 |
| 28.823 COMMERCE BOND FUND FUND #333 | 2005-03-30 | 2011-01-19 | 576 | 527 | 49 | 49 |
| 18.096 COMMERCE MIDCAP GROWTH FUND INSTITUTIONAL # 339 | 2003-04-23 | 2010-06-21 | 503 | 335 | 168 | 168 |
| 170.568 COMMERCE VALUE FUND INSTITUTIONAL FUND #346 | 2009-02-10 | 2010-09-27 | 3127 | 3121 | 6 | 6 |
| 39.701 DWS RREEF REAL ESTATE SECURITIES FUND | 2009-10-16 | 2010-12-20 | 680 | 503 | 177 | 177 |
| 97.694 EVERGREEN INTERNATIONAL BOND FUND-IN | 2009-05-18 | 2010-06-21 | 1047 | 978 | 69 | 69 |
| 5. ISHARES RUSSELL MIDCAP VALUE INDEX FUND | 2008-08-22 | 2010-06-21 | 202 | 217 | -15 | -15 |
| 5. ISHARES RUSSELL MIDCAP VALUE INDEX FUND | 2009-06-22 | 2011-01-19 | 231 | 142 | 89 | 89 |
| 5. ISHARES RUSSELL 1000 VALUE INDEX FUND | 2010-09-27 | 2011-03-21 | 338 | 296 | 42 | 42 |
| 5. ISHARES RUSSELL 2000 INDEX FUND | 2009-12-21 | 2010-09-27 | 334 | 310 | 24 | 24 |
| 20. ISHARES RUSSELL 2000 INDEX FUND | 2009-02-10 | 2010-09-27 | 1337 | 1066 | 271 | 271 |
| 5. ISHARES S&P US PREFERRED STOCK INDEX FUND | 2010-09-27 | 2010-12-20 | 193 | 200 | -7 | -7 |
| 23.17 JANUS FORTY FUND-I | 2008-08-22 | 2010-12-20 | 782 | 907 | -125 | -125 |
| 67.057 MFS RESEARCH INTERNATIONAL FUND-I | 2008-11-19 | 2010-09-27 | 983 | 645 | 338 | 338 |
| 5. MARKET VECTORS GOLD MINERS | 2010-05-25 | 2010-06-21 | 270 | 239 | 31 | 31 |
| 5. MARKET VECTORS GOLD MINERS | 2010-05-25 | 2011-03-21 | 287 | 239 | 48 | 48 |
| 93.928 PIMCO COMMODITY REALRETURN STRATEGY FUND-INS | 2009-10-16 | 2010-12-20 | 859 | 766 | 93 | 93 |
| 5. VANGUARD MSCI EMERGING MARKETS-ETF | 2009-05-18 | 2010-06-21 | 205 | 153 | 52 | 52 |
| 20. VANGUARD MSCI EMERGING MARKETS-ETF | 2009-10-16 | 2010-09-27 | 895 | 807 | 88 | 88 |
| 10. VANGUARD MSCI EMERGING MARKETS-ETF | 2009-05-18 | 2010-09-27 | 447 | 305 | 142 | 142 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1808 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1350 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 42252 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.031951 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2796 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 42537 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.065731 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2872 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 56177 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051124 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2784 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 58140 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047884 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1914 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 57288 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.03341 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.230101 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04602 | AverageDistributionRatio |
| Net Noncharitable Assets | 62017 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2854 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 18 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2872 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1621 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 37 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 37 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 37 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 22 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 15 | TaxPaidWithExtension |
| Total Credits And Payments | 37 | 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 | 8162342560 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419248 | AddressLine1 |
| City | KANSAS CITY | City |
| State | KS | State |
| ZIP Code | 641416248 | 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 419248 | KANSAS CITY | MO | 64141 | TRUSTEE | 10 | 1602 |
| COMMERCE TRUST COMPANY | ||||||
| PO BOX 11356 | CLAYTON | MO | 64141 | 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 | 60995 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1966 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 62961 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 62961 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 944 | CashDeemedCharitable |
| Net Noncharitable Assets | 62017 | NetNoncharitableAssets |
| Minimum Investment Return | 3101 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3101 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 37 | TaxBasedOnInvestmentIncome |
| Total Tax | 37 | TotalTax |
| Distributable Amount Before Adj | 3064 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 3064 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 3064 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1621 | 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 | 1621 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1621 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3064 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 1416 | 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 | 1621 | QualifyingDistributions |
| Applied To Year1 | 1416 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 205 | 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 | 0 | TaxableAmount2 |
| Undistributed Income CY | 2859 | 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 |
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 | $1,117 | 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 | $1,808 | 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 | $2,925 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2925 | 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 |