THOMAS WRIGHT FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS WRIGHT FOUNDATION (EIN 37-6484409)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-01
- IRS object ID
- 202401229349102460
- Schema version
- 2023v5.0
- 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 | 2024-05-01T15:01:16-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 376484409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS WRIGHT FOUNDATION XXX-XX-XXXX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WRIG | BusinessNameControlTxt |
| Phone | 3145154918 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 66916 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631666916 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG SMALL | PersonNm |
| Person Title | TRUST TAX LEADE | PersonTitleTxt |
| Phone | 3145154918 | PhoneNum |
| Signature | 2024-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW KIRISH | PreparerPersonNm |
| PTIN | P00743854 | PTIN |
| Phone | 4126445323 | PhoneNum |
| Preparation | 2024-04-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $418,141 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,052 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,931 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $915 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,952 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $915 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $11,967 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,846 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,280 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,280 | CompOfcrDirTrstNetInvstIncmAmt |
| 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 |
| Accounting Fees Rev And Expnss | $600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $413 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $213 | 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 | $8,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,493 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,953 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,953 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,246 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,493 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,553 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,279 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,353 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,115 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,303 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,303 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $355,159 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $337,624 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $398,838 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $374,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $356,927 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $418,141 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $374,274 | CapitalStockBOYAmt |
| Capital Stock EOY | $356,927 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $374,274 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $356,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $374,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $356,927 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $374,274 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,279 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $356,995 | SubtotalAmt |
| Other Decreases | $68 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $356,927 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (110 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .053 ISHARES S&P 500 INDEX-K | 2023-05-01 | $26 | $25 | $1 | $1 | ||
| 1.174 ISHARES S&P 500 INDEX-K | 2023-05-01 | $574 | $414 | $160 | $160 | 2019-10-14 | |
| 21.368 DODGE & COX INTL STCK-I | 2023-05-01 | $1,000 | $647 | $353 | $353 | 2020-03-31 | |
| 15. ISHARES MSCI EAFE SMALL-CAP | 2023-05-01 | $912 | $979 | -$67 | -$67 | 2022-04-07 | |
| 65. ISHARES CORE MSCI EAFE ETF | 2023-05-01 | $4,478 | $4,459 | $19 | $19 | 2022-04-07 | |
| 30.643 IVY MID CAP GROWTH FUND-N | 2023-05-01 | $900 | $1,257 | -$357 | -$357 | ||
| 2.744 ISHARES S&P 500 INDEX-K | 2023-09-25 | $1,400 | $967 | $433 | $433 | 2019-10-14 | |
| 16.713 DELAWARE EMERGING MARKETS-R6 | 2023-09-25 | $300 | $304 | -$4 | -$4 | 2019-03-27 | |
| 8.449 DODGE & COX INTL STCK-I | 2023-09-25 | $400 | $256 | $144 | $144 | 2020-03-31 | |
| 4.576 DODGE & COX STOCK-I | 2023-09-25 | $1,048 | $980 | $68 | $68 | ||
| 15.068 DODGE & COX STOCK-I | 2023-09-25 | $3,452 | $2,884 | $568 | $568 | ||
| 12.887 AMER FNDS EUROPAC GROW-F3 | 2023-09-25 | $665 | $700 | -$35 | -$35 | 2023-05-01 | |
| 4.551 AMER FNDS EUROPAC GROW-F3 | 2023-09-25 | $235 | $197 | $38 | $38 | 2016-04-07 | |
| 28.808 HARBOR CAPITAL APPRECIA-RTR | 2023-09-25 | $2,400 | $2,661 | -$261 | -$261 | ||
| 3.306 HARTFORD DVDND & GRWTH-F | 2023-09-25 | $100 | $99 | $1 | $1 | ||
| 116.075 IVY MID CAP GROWTH FUND-N | 2023-09-25 | $3,300 | $4,483 | -$1,183 | -$1,183 | ||
| 4.266 JENSEN QUALITY GROWTH-Y | 2023-09-25 | $250 | $232 | $18 | $18 | 2020-12-15 | |
| 629.371 PGIM TOTAL RETURN BOND-R6 | 2023-09-25 | $7,200 | $9,113 | -$1,913 | -$1,913 | 2021-05-27 | |
| 5. VANGUARD FTSE EMERGING MARKE | 2023-09-25 | $197 | $267 | -$70 | -$70 | 2021-05-26 | |
| 2. VANGUARD S&P 500 ETF | 2023-09-25 | $794 | $820 | -$26 | -$26 | 2022-04-07 | |
| 2.935 ISHARES S&P 500 INDEX-K | 2023-10-10 | $1,500 | $1,034 | $466 | $466 | 2019-10-14 | |
| 27.809 DELAWARE EMERGING MARKETS-R6 | 2023-10-10 | $500 | $506 | -$6 | -$6 | 2019-03-27 | |
| 12.672 DODGE & COX INTL STCK-I | 2023-10-10 | $600 | $384 | $216 | $216 | 2020-03-31 | |
| .706 DODGE & COX STOCK-I | 2023-10-10 | $160 | $149 | $11 | $11 | ||
| 3.707 DODGE & COX STOCK-I | 2023-10-10 | $840 | $679 | $161 | $161 | ||
| 5.792 AMER FNDS EUROPAC GROW-F3 | 2023-10-10 | $300 | $251 | $49 | $49 | 2016-04-07 | |
| 7. HARBOR CAPITAL APPRECIA-RTR | 2023-10-10 | $600 | $597 | $3 | $3 | 2022-04-07 | |
| 19.947 HARTFORD DVDND & GRWTH-F | 2023-10-10 | $600 | $599 | $1 | $1 | 2022-12-12 | |
| 20.697 IVY MID CAP GROWTH FUND-N | 2023-10-10 | $600 | $739 | -$139 | -$139 | 2022-04-07 | |
| 5.918 JENSEN QUALITY GROWTH-Y | 2023-10-10 | $349 | $328 | $21 | $21 | 2022-12-15 | |
| 4.269 JENSEN QUALITY GROWTH-Y | 2023-10-10 | $251 | $193 | $58 | $58 | ||
| 102.669 PGIM GLOBAL TOTAL RETURN-R6 | 2023-10-10 | $500 | $505 | -$5 | -$5 | 2023-09-25 | |
| 264.784 PGIM TOTAL RETURN BOND-R6 | 2023-10-10 | $3,000 | $3,830 | -$830 | -$830 | ||
| 12.679 T ROWE PR SM CAP VAL-I | 2023-10-10 | $600 | $627 | -$27 | -$27 | ||
| 13. VANGUARD FTSE EMERGING MARKE | 2023-10-10 | $513 | $695 | -$182 | -$182 | 2021-05-26 | |
| 2. VANGUARD S&P 500 ETF | 2023-10-10 | $803 | $820 | -$17 | -$17 | 2022-04-07 | |
| 2.802 ISHARES S&P 500 INDEX-K | 2023-11-28 | $1,500 | $987 | $513 | $513 | 2019-10-14 | |
| 15.658 DELAWARE EMERGING MARKETS-R6 | 2023-11-28 | $300 | $285 | $15 | $15 | 2019-03-27 | |
| 49.06 DODGE & COX INCOME-I | 2023-11-28 | $600 | $701 | -$101 | -$101 | 2021-05-27 | |
| .861 DODGE & COX STOCK-I | 2023-11-28 | $200 | $158 | $42 | $42 | 2019-10-14 | |
| 5.557 AMER FNDS EUROPAC GROW-F3 | 2023-11-28 | $300 | $241 | $59 | $59 | 2016-04-07 | |
| 18.42 HARBOR CAPITAL APPRECIA-RTR | 2023-11-28 | $1,700 | $1,462 | $238 | $238 | ||
| .487 HARTFORD DVDND & GRWTH-F | 2023-11-28 | $15 | $15 | 2022-12-12 | |||
| 9.141 HARTFORD DVDND & GRWTH-F | 2023-11-28 | $285 | $165 | $120 | $120 | 2011-11-16 | |
| 9. ISHARES CORE U.S. AGGREGATE | 2023-11-28 | $861 | $986 | -$125 | -$125 | 2022-02-24 | |
| 81. ISHARES MSCI EAFE SMALL-CAP | 2023-11-28 | $4,728 | $4,614 | $114 | $114 | 2023-09-25 | |
| 132. ISHARES MSCI EAFE SMALL-CAP | 2023-11-28 | $7,705 | $8,446 | -$741 | -$741 | ||
| 30. ISHARES CORE MSCI EAFE ETF | 2023-11-28 | $2,017 | $2,058 | -$41 | -$41 | 2022-04-07 | |
| 20.485 IVY MID CAP GROWTH FUND-N | 2023-11-28 | $600 | $702 | -$102 | -$102 | ||
| 11.34 JENSEN QUALITY GROWTH-Y | 2023-11-28 | $700 | $449 | $251 | $251 | 2016-10-24 | |
| 50.15 JPMORGAN CORE BOND-R6 | 2023-11-28 | $500 | $613 | -$113 | -$113 | ||
| 43.668 PGIM HIGH YIELD-R6 | 2023-11-28 | $200 | $230 | -$30 | -$30 | 2020-06-09 | |
| 46.296 T ROWE PR EMRG MKTS BND-I | 2023-11-28 | $400 | $451 | -$51 | -$51 | 2020-04-21 | |
| 2. VANGUARD S&P 500 ETF | 2023-11-28 | $834 | $820 | $14 | $14 | 2022-04-07 | |
| 5. VANGUARD MID-CAP VALUE ETF | 2023-11-28 | $677 | $676 | $1 | $1 | 2023-05-01 | |
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,083 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $915 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $61 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $61 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $39 | OverpaymentAmt |
| Applied To ES Tax | $39 | 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 | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD JONES TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3145154918 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12555 MANCHESTER ROAD | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63131 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD JONES TRUST COMPANY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12555 MANCHESTER ROAD | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $7,280 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $406,560 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $406,560 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $406,560 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,098 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $400,462 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,023 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,023 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61 | TotalTaxAmt |
| Distributable Before Adj | $19,962 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,962 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,962 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,553 | 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 | $21,553 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,962 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $720 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,616 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $620 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,787 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,743 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,553 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,962 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,591 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,334 | 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 | $720 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,614 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,616 | ExcessFromYear4Amt |
| Excess From Year3 | $620 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $3,787 | ExcessFromYear1Amt |
| Excess From Current Year | $1,591 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Hospice of The Wabash Valley | ||||||||
| ATTN TRUDE RUPSKA | Terre Haute | IN | 47804 | NONE | PC | PROGRAM SUPPORT | $1,048 | |
| Wabash Valley Community Foundation | ||||||||
| ATTN BETH TEVLIN | Terre Haute | IN | 47807 | NONE | PC | PROGRAM SUPPORT | $12,572 | |
| VIGO COUNTY PUBLIC LIBRARY | ||||||||
| 1 LIBRARY SQ | TERRE HAUTE | IN | 478073609 | NONE | PC | PROGRAM SUPPORT | $2,095 | |
| Lighthouse Mission of Terre Haute | ||||||||
| ATTN TIMOTHY FAGG | Terre Haute | IN | 47802 | NONE | PC | PROGRAM SUPPORT | $2,095 | |
| SALVATION ARMY - INDIANAPOLIS | ||||||||
| 3100 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | PC | PROGRAM SUPPORT | $2,095 | ATTN DIVISIONAL ESTATE MANAGER |
| Glaucoma Research Foundation | ||||||||
| ATTN CATALINA SAN AGUSTIN | San Francisco | CA | 94108 | NONE | PC | PROGRAM SUPPORT | $1,048 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,953 | 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 | $11,052 | 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 | $915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,967 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,967 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (ALLOCABLE | CategoryTxt |
| Amt | $600 | Amt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING DIFFERENCE | Desc |
| Amt | $68 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $100 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $100 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $182 | $182 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $31 | $31 | $0 |
Comments