THOMAS WRIGHT FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS WRIGHT FOUNDATION (EIN 37-6484409)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-03
- IRS object ID
- 202221239349102452
- Schema version
- 2021v4.1
- 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 | 2022-05-03T16:00:25-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | TOM STEFFEN | PersonNm |
| Person Title | TRUST TAX LEADE | PersonTitleTxt |
| Phone | 3145154918 | PhoneNum |
| Signature | 2022-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW KIRISH | PreparerPersonNm |
| PTIN | P00743854 | PTIN |
| Phone | 4126445323 | PhoneNum |
| Preparation | 2022-04-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $499,820 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,806 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,512 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $87,392 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,512 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $44,339 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,318 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,648 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,648 | 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 | $280 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $229 | 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 | $9,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,877 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,739 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,739 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,267 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,877 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,339 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,072 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,441 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,392 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,056 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,056 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $354,886 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $378,126 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $485,764 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $378,278 | TotalAssetsBOYAmt |
| Total Assets EOY | $392,182 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $499,820 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $378,278 | CapitalStockBOYAmt |
| Capital Stock EOY | $392,182 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $378,278 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $392,182 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $378,278 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $392,182 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $378,278 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,072 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $392,350 | SubtotalAmt |
| Other Decreases | $168 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $392,182 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (82 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 24. VANGUARD MID-CAP VALUE ETF | 2020-11-19 | 2021-03-11 | $3,260 | $2,738 | $522 | $522 | |
| 42.952 DODGE & COX INTL STCK | 2020-03-31 | 2021-03-12 | $2,046 | $1,301 | $745 | $745 | |
| 38.303 AMER FNDS EUROPAC GROW-F3 | 2021-03-12 | $2,689 | $1,831 | $858 | $858 | ||
| 19.514 HARBOR CAPITAL APPRECIA-RTR | 2020-12-17 | 2021-03-12 | $2,008 | $2,034 | -$26 | -$26 | |
| 60.508 HARTFORD DVDND & GRWTH-F | 2021-03-12 | $1,812 | $1,449 | $363 | $363 | ||
| 69.512 IVY MID CAP GROWTH FUND-N | 2021-03-12 | $2,915 | $1,680 | $1,235 | $1,235 | ||
| 5.04 JENSEN QUALITY GROWTH-Y | 2019-12-18 | 2021-03-12 | $281 | $257 | $24 | $24 | |
| 2. VANGUARD MID-CAP VALUE ETF | 2020-11-19 | 2021-05-26 | $286 | $228 | $58 | $58 | |
| 1.456 ISHARES S&P 500 INDEX-K | 2019-10-14 | 2021-05-27 | $725 | $513 | $212 | $212 | |
| 1.854 ISHARES S&P 500 INDEX-K | 2021-03-12 | 2021-05-27 | $923 | $867 | $56 | $56 | |
| 21.052 ISHARES DEV RL EST INDX-K | 2020-04-28 | 2021-05-27 | $234 | $173 | $61 | $61 | |
| 51.482 ISHARES-MSCI EAFE INTL-K | 2021-03-12 | 2021-05-27 | $832 | $787 | $45 | $45 | |
| 3.546 DELAWARE EMERGING MARKETS-R6 | 2020-12-18 | 2021-05-27 | $97 | $90 | $7 | $7 | |
| 72.773 DELAWARE EMERGING MARKETS-R6 | 2019-03-27 | 2021-05-27 | $1,995 | $1,325 | $670 | $670 | |
| 3.683 DODGE & COX STOCK | 2021-03-12 | 2021-05-27 | $890 | $833 | $57 | $57 | |
| 141.73 AMER FNDS EUROPAC GROW-F3 | 2016-04-07 | 2021-05-27 | $10,370 | $6,144 | $4,226 | $4,226 | |
| 32.162 HARBOR CAPITAL APPRECIA-RTR | 2021-05-27 | $3,396 | $2,273 | $1,123 | $1,123 | ||
| 65.227 HARBOR CAPITAL APPRECIA-RTR | 2021-05-27 | $6,887 | $5,892 | $995 | $995 | ||
| 165.523 HARTFORD DVDND & GRWTH-F | 2021-05-27 | $5,293 | $3,281 | $2,012 | $2,012 | ||
| 17.764 HARTFORD DVDND & GRWTH-F | 2020-12-10 | 2021-05-27 | $568 | $484 | $84 | $84 | |
| 3.524 IVY MID CAP GROWTH FUND-N | 2020-12-10 | 2021-05-27 | $153 | $139 | $14 | $14 | |
| 18.654 JENSEN QUALITY GROWTH-Y | 2019-12-18 | 2021-05-27 | $1,116 | $952 | $164 | $164 | |
| 1162.315 PGIM HIGH YIELD-R6 | 2021-05-27 | $6,462 | $6,139 | $323 | $323 | ||
| 73.141 T ROWE PR SM CAP VAL-I | 2020-03-16 | 2021-05-27 | $4,544 | $2,243 | $2,301 | $2,301 | |
| 7.018 T ROWE PR SM CAP VAL-I | 2020-12-14 | 2021-05-27 | $436 | $358 | $78 | $78 | |
| 31.314 HARBOR CAPITAL APPRECIA-RTR | 2016-04-07 | 2021-11-22 | $3,969 | $1,803 | $2,166 | $2,166 | |
| 18.061 HARTFORD DVDND & GRWTH-F | 2011-11-16 | 2021-11-22 | $620 | $327 | $293 | $293 | |
| 51.571 IVY MID CAP GROWTH FUND-N | 2020-06-09 | 2021-11-22 | $2,502 | $1,740 | $762 | $762 | |
| 31.603 JENSEN QUALITY GROWTH-Y | 2021-11-22 | $2,167 | $1,291 | $876 | $876 | ||
| 5.34 ISHARES US AGG BND INDX-K | 2020-12-10 | 2021-12-07 | $56 | $58 | -$2 | -$2 | |
| 18.55158 ISHARES US AGG BND INDX-K | 2020-06-04 | 2021-12-07 | $195 | $201 | -$6 | -$6 | |
| 151.17642 ISHARES US AGG BND INDX-K | 2020-06-04 | 2021-12-07 | $1,592 | $1,636 | -$44 | -$44 | |
| 7.997 ISHARES S&P 500 INDEX-K | 2021-12-07 | $4,444 | $3,000 | $1,444 | $1,444 | ||
| 6.828 DODGE & COX INCOME | 2020-12-18 | 2021-12-07 | $97 | $100 | -$3 | -$3 | |
| 18.964 HARTFORD DVDND & GRWTH-F | 2011-11-16 | 2021-12-07 | $654 | $343 | $311 | $311 | |
| 16.452 JPMORGAN CORE BOND-R6 | 2020-12-11 | 2021-12-07 | $197 | $202 | -$5 | -$5 | |
| 87.48345 PGIM TOTAL RETURN BOND-R6 | 2020-11-12 | 2021-12-07 | $1,276 | $1,305 | -$29 | -$29 | |
| 27.23255 PGIM TOTAL RETURN BOND-R6 | 2020-11-12 | 2021-12-07 | $397 | $406 | -$9 | -$9 | |
| 125.889 PGIM HIGH YIELD-R6 | 2021-11-22 | 2021-12-07 | $696 | $694 | $2 | $2 | |
| 1.136 PGIM HIGH YIELD-R6 | 2020-06-09 | 2021-12-07 | $6 | $6 | |||
| 34.532 T ROWE PR EMRG MKTS BND-I | 2021-05-27 | 2021-12-07 | $375 | $390 | -$15 | -$15 | |
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,468 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,512 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $493 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $493 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $493 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $493 | 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 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD JONES TRUST COMPANY | BusinessNameLine1Txt |
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 | $8,648 | 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 | $479,679 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,527 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $500,206 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $500,206 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,503 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $492,703 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,635 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,635 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $493 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $493 | TotalTaxAmt |
| Distributable Before Adj | $24,142 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,142 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,142 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,339 | 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 | $21,339 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,142 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,976 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,547 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,616 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $620 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,759 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,339 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,339 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,803 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,803 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,956 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,956 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $720 | ExcessFromYear3Amt |
| Excess From Year2 | $1,616 | ExcessFromYear2Amt |
| Excess From Year1 | $620 | ExcessFromYear1Amt |
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 | $1,037 | |
| Wabash Valley Community Foundation | ||||||||
| ATTN BETH TEVLIN | Terre Haute | IN | 47807 | NONE | PC | PROGRAM SUPPORT | $12,443 | |
| VIGO COUNTY PUBLIC LIBRARY | ||||||||
| 1 LIBRARY SQ | TERRE HAUTE | IN | 478073609 | NONE | PC | PROGRAM SUPPORT | $2,074 | |
| Lighthouse Mission of Terre Haute | ||||||||
| ATTN TIMOTHY FAGG | Terre Haute | IN | 47802 | NONE | PC | PROGRAM SUPPORT | $2,074 | |
| SALVATION ARMY - INDIANAPOLIS | ||||||||
| 3100 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | PC | PROGRAM SUPPORT | $2,074 | ATTN DIVISIONAL ESTATE MANAGER |
| Glaucoma Research Foundation | ||||||||
| ATTN CATALINA SAN AGUSTIN | San Francisco | CA | 94108 | NONE | PC | PROGRAM SUPPORT | $1,037 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,739 | 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 | $10,827 | 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 | $33,512 | 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 | $44,339 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,339 | 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 (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING DIFFERENCE | $73 |
| WASH SALE ADJUSTMENT | $95 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $51 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $185 | $185 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $44 | $44 | $0 |
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