SARA JEAN REVOCABLE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SARA JEAN REVOCABLE TRUST (EIN 43-6934592)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-03-03
- IRS object ID
- 202520629349100902
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-03T13:01:15-06:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436934592 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARA JEAN JONES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARA | BusinessNameControlTxt |
| Phone | 3147467329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11356 | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631050156 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMERCE TRUST | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3147467329 | PhoneNum |
| Signature | 2025-02-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,109,308 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,654 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,654 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,086 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $221,624 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,086 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $40 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $66,780 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,780 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,841 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,848 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,993 | 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 | $339 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $339 | 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 | $16,180 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,187 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,993 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,180 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,187 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,993 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $600 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,593 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,967 | CashBOYAmt |
| Cash EOY | $6,973 | CashEOYAmt |
| Cash EOYFMV | $6,973 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $434,212 | CorporateStockBOYAmt |
| Corporate Stock EOY | $406,184 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $733,502 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $363,510 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $387,987 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $368,833 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $800,689 | TotalAssetsBOYAmt |
| Total Assets EOY | $801,144 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,109,308 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $800,689 | CapitalStockBOYAmt |
| Capital Stock EOY | $801,144 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $800,689 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $801,144 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $800,689 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $801,144 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $800,689 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $600 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $801,289 | SubtotalAmt |
| Other Decreases | $145 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $801,144 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 45. ABBOTT LABS | 2020-11-10 | 2023-11-10 | $4,205 | $4,938 | -$733 | -$733 | |
| 10. BUILDERS FIRSTSOURCE INC | 2023-01-31 | 2023-11-10 | $1,246 | $794 | $452 | $452 | |
| 10. CHARTER COMMUNICATIONS INC A | 2020-04-01 | 2023-11-10 | $4,082 | $4,242 | -$160 | -$160 | |
| 50. CHEVRON CORPORATION | 2017-01-26 | 2023-11-10 | $7,134 | $5,326 | $1,808 | $1,808 | |
| 20. HONEYWELL INTL INC | 2022-11-02 | 2023-11-10 | $3,719 | $2,505 | $1,214 | $1,214 | |
| 8. VERALTO CORP | 2010-03-31 | 2023-11-10 | $562 | $86 | $476 | $476 | |
| 160.899 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO | 2021-05-05 | 2023-12-07 | $2,964 | $3,627 | -$663 | -$663 | |
| 518.942 GATEWAY FUND N | 2021-10-22 | 2023-12-07 | $20,695 | $20,190 | $505 | $505 | |
| 90. ISHARES RUSSELL MIDCAP VALUE ETF | 2021-01-12 | 2023-12-07 | $9,885 | $9,083 | $802 | $802 | |
| 110. ISHARES RUSSELL MIDCAP GROWTH ETF | 2021-07-29 | 2023-12-07 | $10,783 | $12,658 | -$1,875 | -$1,875 | |
| 35. ISHARES RUSSELL 2000 VALUE ETF | 2022-01-19 | 2023-12-07 | $5,011 | $5,067 | -$56 | -$56 | |
| 45. ISHARES RUSSELL 2000 GROWTH ETF | 2022-01-19 | 2023-12-07 | $10,398 | $3,195 | $7,203 | $7,203 | |
| 127.128 MFS RESEARCH INTERNATIONAL FUND R6 | 2021-02-03 | 2023-12-07 | $2,722 | $2,489 | $233 | $233 | |
| 40. APPLE INC | 2019-10-02 | 2024-01-03 | $7,368 | $2,191 | $5,177 | $5,177 | |
| 20. PROLOGIS INC | 2021-06-14 | 2024-01-03 | $2,636 | $2,510 | $126 | $126 | |
| 70. RTX CORPORATION | 2022-11-02 | 2024-01-03 | $6,039 | $6,410 | -$371 | -$371 | |
| 410. SCHWAB SHORT TERM US TREASURY ETF | 2023-04-26 | 2024-01-25 | $19,870 | $20,047 | -$177 | -$177 | |
| 80. EQT CORPORATION | 2022-11-02 | 2024-03-15 | $2,673 | $3,304 | -$631 | -$631 | |
| 5. NVIDIA CORP | 2021-11-02 | 2024-03-15 | $4,450 | $1,315 | $3,135 | $3,135 | |
| 323.989 INVESCO EQV EMERGING MARKETS ALL CAP FUND-R6 | 2021-01-12 | 2024-03-27 | $10,698 | $11,720 | -$1,022 | -$1,022 | |
| 663.332 LAZARD EMERGING MARKETS EQUITY PORT INSTL | 2021-01-12 | 2024-03-27 | $11,701 | $13,325 | -$1,624 | -$1,624 | |
| 25. JOHNSON AND JOHNSON | 2022-04-07 | 2024-04-30 | $3,639 | $4,551 | -$912 | -$912 | |
| 35. KEYSIGHT TECHNOLOGIES INC | 2019-01-22 | 2024-04-30 | $5,214 | $2,408 | $2,806 | $2,806 | |
| 10. MCKESSON CORPORATION | 2022-03-18 | 2024-04-30 | $5,371 | $2,953 | $2,418 | $2,418 | |
| 50. UBER TECHNOLOGIES INC | 2020-06-25 | 2024-04-30 | $3,352 | $1,524 | $1,828 | $1,828 | |
| 40. NVENT ELECTRIC PLC ADR | 2021-11-02 | 2024-04-30 | $2,916 | $1,481 | $1,435 | $1,435 | |
| .085 EXXON MOBIL CORPORATION | 2021-03-17 | 2024-05-03 | $10 | $6 | $4 | $4 | |
| 5. ELEVANCE HEALTH INC | 2018-08-27 | 2024-06-05 | $2,694 | $1,329 | $1,365 | $1,365 | |
| 5. DANAHER CORP | 2010-03-31 | 2024-06-05 | $1,330 | $136 | $1,194 | $1,194 | |
| 15. MICROSOFT CORP | 2007-01-26 | 2024-06-05 | $6,315 | $466 | $5,849 | $5,849 | |
| 25. MONDELEZ INTERNATIONAL INC | 2022-02-09 | 2024-06-05 | $1,682 | $1,701 | -$19 | -$19 | |
| 5. MOTOROLA SOLUTIONS INC | 2020-03-05 | 2024-06-05 | $1,833 | $897 | $936 | $936 | |
| 20. REGAL REXNORD CORPORATION | 2020-06-09 | 2024-06-05 | $2,835 | $1,781 | $1,054 | $1,054 | |
| 2. THERMO FISHER CORP | 2015-06-17 | 2024-06-05 | $1,140 | $256 | $884 | $884 | |
| 100. COPART INC | 2023-03-29 | 2024-07-24 | $5,202 | $3,694 | $1,508 | $1,508 | |
| 25. LPL FINANCIAL HOLDINGS INC | 2022-01-20 | 2024-07-24 | $5,734 | $4,158 | $1,576 | $1,576 | |
| 10. MOTOROLA SOLUTIONS INC | 2020-03-05 | 2024-07-24 | $3,924 | $1,795 | $2,129 | $2,129 | |
| 10. ULTA BEAUTY INC | 2024-03-15 | 2024-08-20 | $3,713 | $5,337 | -$1,624 | -$1,624 | |
| 20. PROCTER & GAMBLE CO | 2022-04-07 | 2024-10-08 | $3,344 | $3,194 | $150 | $150 | |
| 3. SERVICENOW INC | 2023-08-29 | 2024-10-08 | $2,769 | $1,740 | $1,029 | $1,029 | |
| 20. T-MOBILE US INC | 2020-09-08 | 2024-10-08 | $4,217 | $2,256 | $1,961 | $1,961 | |
| 25. ARCH CAPITAL GROUP LIMITED | 2023-08-29 | 2024-10-08 | $2,731 | $1,896 | $835 | $835 | |
| 10. CHUBB LTD | 2022-06-30 | 2024-10-08 | $2,791 | $1,957 | $834 | $834 | |
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,086 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $759 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $759 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $759 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $340 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $340 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $419 | 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 | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMERCE TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4178375267 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2817 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Commerce Trust | ||||||
| PO BOX 2817 | SPRINGFIELD | MO | 65801 | TRUSTEE | 1 | $13,091 |
| Commerce Trust | ||||||
| PO BOX 11356 | CLAYTON | MO | 63105 | TAX PREPARATION | 1 | $2,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,054,163 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,823 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,075,986 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,075,986 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,140 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,059,846 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,992 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,992 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $759 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $759 | TotalTaxAmt |
| Distributable Before Adj | $52,233 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,233 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,233 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,993 | 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 | $53,993 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,233 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $796 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $414 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,120 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,330 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,993 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,233 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,760 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,090 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $796 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,294 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $414 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $3,120 | ExcessFromYear1Amt |
| Excess From Current Year | $1,760 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIRST BAPTIST CHURCH OF DUENWEG | |||||||
| 13759 ASPEN RD | JOPLIN | MO | 64804 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| HARMONY GROVE CEMETERY | |||||||
| PO BOX 487 | DUENWEG | MO | 64841 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| UNITED WAY OF SOUTHWEST MISSOURI | |||||||
| 3510 EAST 3RD STREET | JOPLIN | MO | 64801 | NONE | PC | GENERAL OPERATIONS | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,654 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,086 | 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 | CLASS ACTION SETTL | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $40 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $66,780 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,780 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (8 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| ANN A TRAVER CHARITABLE TRUST B | |
| 501(c)(4) | COMMON TRUSTEE |
| IVY J TRIMMER - CHRISTIAN CHURCH | |
| 501(c)(4) | COMMON TRUSTEE |
| IVY J TRIMMER TRUST | |
| 501(c)(4) | COMMON TRUSTEE |
| ALICE G OGG TRUST UNDER WILL | |
| 501(c)(4) | COMMON TRUSTEE |
| MARY HARTMANN FOUNDATION | |
| 501(c)(4) | COMMON TRUSTEE |
| SHAARE SHOLEM CEMETERY TRUST | |
| 501(c)(13) | COMMON TRUSTEE |
| ADATH JOSEPH CEMETERY FUND | |
| 501(c)(13) | COMMON TRUSTEE |
| NINA BOZARTH TUW FBO KAMPF | |
| 501(c)(13) | COMMON TRUSTEE |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $145 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $287 | $287 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $52 | $52 | $0 |