THOMAS WRIGHT FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS WRIGHT FOUNDATION (EIN 37-6484409)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-03
- IRS object ID
- 202101239349101905
- Schema version
- 2020v4.0
- 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 | 2021-05-03T13:00:06-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-04-10 | 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 | 2021-04-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $472,396 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,942 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,923 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $185,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,341 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $11,283 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,264 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,497 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,497 | 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 | $283 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $96 | 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 | $8,380 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,593 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,758 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,758 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,138 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,593 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,358 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,855 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,671 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,793 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,392 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,392 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $377,390 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $354,886 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $449,004 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $396,183 | TotalAssetsBOYAmt |
| Total Assets EOY | $378,278 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $472,396 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $396,183 | CapitalStockBOYAmt |
| Capital Stock EOY | $378,278 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $396,183 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $378,278 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $396,183 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $378,278 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $396,183 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,855 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $378,328 | SubtotalAmt |
| Other Decreases | $50 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $378,278 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (122 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 324.512 ISHARES US AGG BND INDX-K | 2018-11-16 | 2020-03-10 | $3,511 | $3,151 | $360 | $360 | |
| 39.272 AF CAP WRLD BND-F3 | 2018-11-16 | 2020-03-10 | $807 | $747 | $60 | $60 | |
| 173.106 DODGE & COX INCOME | 2020-03-10 | $2,465 | $2,367 | $98 | $98 | ||
| 14.819 HARBOR CAPITAL APPRECIA-RTR | 2018-12-17 | 2020-03-10 | $1,073 | $922 | $151 | $151 | |
| 19.169 IVY MID CAP GROWTH FUND-N | 2018-12-13 | 2020-03-10 | $527 | $461 | $66 | $66 | |
| 6.178 JENSEN QUALITY GROWTH-Y | 2018-12-07 | 2020-03-10 | $290 | $280 | $10 | $10 | |
| 238.021 JPMORGAN CORE BOND-R6 | 2020-03-10 | $2,932 | $2,883 | $49 | $49 | ||
| 189.359 PGIM TOTAL RETURN BOND-R6 | 2020-03-10 | $2,803 | $2,724 | $79 | $79 | ||
| 69.063 DELAWARE SMALL CAP VALUE-R6 | 2020-03-16 | $2,615 | $3,503 | -$888 | -$888 | ||
| 267.556 DELAWARE SMALL CAP VALUE-R6 | 2020-03-16 | $10,130 | $16,586 | -$6,456 | -$6,456 | ||
| 15.03 AMER FND FNDMNTL INVST-F3 | 2020-03-16 | $674 | $897 | -$223 | -$223 | ||
| 211.319 AMER FND FNDMNTL INVST-F3 | 2011-03-23 | 2020-03-16 | $9,476 | $8,059 | $1,417 | $1,417 | |
| 177.205 OAKMARK INTERNATIONAL-INST | 2020-03-10 | 2020-03-31 | $2,734 | $3,349 | -$615 | -$615 | |
| 908.856 OAKMARK INTERNATIONAL-INST | 2020-03-31 | $14,024 | $20,196 | -$6,172 | -$6,172 | ||
| 527.823 PGIM TOTAL RETURN BOND-R6 | 2019-03-27 | 2020-04-01 | $7,331 | $7,584 | -$253 | -$253 | |
| 261.088 VANGUARD EM MKT GOV BND-INST | 2020-04-01 | 2020-04-20 | $7,491 | $7,337 | $154 | $154 | |
| 780.202 MSIF GLOBAL REAL ESTATE-I | 2020-04-28 | $5,508 | $8,580 | -$3,072 | -$3,072 | ||
| 160.769 MSIF GLOBAL REAL ESTATE-I | 2020-04-28 | $1,135 | $1,423 | -$288 | -$288 | ||
| 10.228 ISHARES S&P 500 INDEX-K | 2019-10-14 | 2020-06-04 | $3,784 | $3,604 | $180 | $180 | |
| 28.007 ISHARES-MSCI EAFE INTL-K | 2018-11-16 | 2020-06-04 | $352 | $363 | -$11 | -$11 | |
| 43.834 DELAWARE EMERGING MARKETS-R6 | 2019-03-27 | 2020-06-04 | $825 | $798 | $27 | $27 | |
| 6.191 DODGE & COX STOCK | 2017-05-10 | 2020-06-04 | $1,046 | $1,189 | -$143 | -$143 | |
| 20.32 AMER FNDS EUROPAC GROW-F3 | 2020-06-04 | $1,070 | $1,084 | -$14 | -$14 | ||
| 40.479 HARBOR CAPITAL APPRECIA-RTR | 2020-06-04 | $3,407 | $2,442 | $965 | $965 | ||
| 17.624 HARTFORD DVDND & GRWTH-F | 2020-06-04 | $426 | $439 | -$13 | -$13 | ||
| 92.731 IVY MID CAP GROWTH FUND-N | 2020-06-04 | $3,072 | $2,099 | $973 | $973 | ||
| 15.09 JENSEN QUALITY GROWTH-Y | 2018-12-07 | 2020-06-04 | $753 | $684 | $69 | $69 | |
| 53.869 T ROWE PR SM CAP VAL-I | 2020-03-16 | 2020-06-04 | $2,194 | $1,652 | $542 | $542 | |
| 32.457 AF CAP WRLD BND-F3 | 2020-06-09 | $669 | $664 | $5 | $5 | ||
| 378.793 AF CAP WRLD BND-F3 | 2020-06-09 | $7,811 | $7,206 | $605 | $605 | ||
| 456.252 DELAWARE EMERGING MARKETS-R6 | 2020-06-09 | $8,819 | $7,997 | $822 | $822 | ||
| 118.583 DODGE & COX INTL STCK | 2020-06-09 | $4,469 | $3,836 | $633 | $633 | ||
| 177.731 JPMORGAN HIGH YIELD-R6 | 2020-06-09 | $1,203 | $1,196 | $7 | $7 | ||
| 1715.577 JPMORGAN HIGH YIELD-R6 | 2020-06-09 | $11,614 | $12,864 | -$1,250 | -$1,250 | ||
| 121.244 ISHARES US AGG BND INDX-K | 2020-06-22 | $1,323 | $1,198 | $125 | $125 | ||
| .14493 ISHARES S&P 500 INDEX-K | 2020-06-09 | 2020-06-22 | $54 | $55 | -$1 | -$1 | |
| 5.65507 ISHARES S&P 500 INDEX-K | 2020-06-09 | 2020-06-22 | $2,098 | $2,156 | -$58 | -$58 | |
| 1.41001 ISHARES DEV RL EST INDX-K | 2020-06-04 | 2020-06-22 | $12 | $13 | -$1 | -$1 | |
| 33.24899 ISHARES DEV RL EST INDX-K | 2020-06-04 | 2020-06-22 | $292 | $299 | -$7 | -$7 | |
| 114.452 ISHARES-MSCI EAFE INTL-K | 2018-11-16 | 2020-06-22 | $1,432 | $1,483 | -$51 | -$51 | |
| 57.766 DELAWARE EMERGING MARKETS-R6 | 2019-03-27 | 2020-06-22 | $1,117 | $1,052 | $65 | $65 | |
| 24.799 DODGE & COX INTL STCK | 2020-03-31 | 2020-06-22 | $897 | $751 | $146 | $146 | |
| 104.142 DODGE & COX INCOME | 2019-04-08 | 2020-06-22 | $1,524 | $1,419 | $105 | $105 | |
| 6.405 DODGE & COX STOCK | 2017-05-10 | 2020-06-22 | $1,051 | $1,230 | -$179 | -$179 | |
| 30.713 AMER FNDS EUROPAC GROW-F3 | 2020-06-22 | $1,645 | $1,388 | $257 | $257 | ||
| 23.53 HARBOR CAPITAL APPRECIA-RTR | 2016-04-07 | 2020-06-22 | $2,111 | $1,355 | $756 | $756 | |
| 30.912 HARTFORD DVDND & GRWTH-F | 2018-12-17 | 2020-06-22 | $729 | $680 | $49 | $49 | |
| 39.572 IVY MID CAP GROWTH FUND-N | 2016-04-07 | 2020-06-22 | $1,346 | $794 | $552 | $552 | |
| 16.342 JPMORGAN MID CAP VALUE-R6 | 2018-12-12 | 2020-06-22 | $527 | $582 | -$55 | -$55 | |
| 10.979 JENSEN QUALITY GROWTH-Y | 2020-06-22 | $546 | $489 | $57 | $57 | ||
| 100.563 JPMORGAN CORE BOND-R6 | 2016-04-07 | 2020-06-22 | $1,245 | $1,194 | $51 | $51 | |
| 60.149 PGIM TOTAL RETURN BOND-R6 | 2019-03-27 | 2020-06-22 | $885 | $864 | $21 | $21 | |
| 193.791 PGIM HIGH YIELD-Q | 2020-06-09 | 2020-06-22 | $1,012 | $1,021 | -$9 | -$9 | |
| 55.337 T ROWE PR EMRG MKTS BND-I | 2020-06-22 | $593 | $548 | $45 | $45 | ||
| 21.955 T ROWE PR SM CAP VAL-I | 2020-03-16 | 2020-06-22 | $876 | $673 | $203 | $203 | |
| 7.159 ISHARES S&P 500 INDEX-K | 2019-10-14 | 2020-11-12 | $3,000 | $2,523 | $477 | $477 | |
| 144.3 ISHARES-MSCI EAFE INTL-K | 2018-11-16 | 2020-11-12 | $2,000 | $1,870 | $130 | $130 | |
| 6.334 DODGE & COX STOCK | 2019-12-19 | 2020-11-12 | $1,154 | $1,215 | -$61 | -$61 | |
| 21.107 DODGE & COX STOCK | 2017-05-10 | 2020-11-12 | $3,846 | $4,052 | -$206 | -$206 | |
| 427.742 JPMORGAN MID CAP VALUE-R6 | 2020-11-18 | $16,344 | $13,591 | $2,753 | $2,753 | ||
| 72.407 JPMORGAN MID CAP VALUE-R6 | 2020-11-18 | $2,767 | $2,502 | $265 | $265 | ||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,972 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,341 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51 | 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 | $51 | 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 | $7,497 | 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 | $405,343 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $422,113 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $422,113 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,332 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $415,781 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,789 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,789 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51 | TotalTaxAmt |
| Distributable Before Adj | $20,738 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,738 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,738 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,358 | 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 | $21,358 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $21,358 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,738 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $912 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,976 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,547 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,616 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,051 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,358 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,738 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $620 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,671 | 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 | $912 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,759 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,976 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $1,547 | ExcessFromYear2Amt |
| Excess From Year1 | $1,616 | ExcessFromYear1Amt |
| Excess From Current Year | $620 | 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 | $1,038 | |
| Wabash Valley Community Foundation | ||||||||
| ATTN BETH TEVLIN | Terre Haute | IN | 47807 | NONE | PC | PROGRAM SUPPORT | $12,454 | |
| VIGO COUNTY PUBLIC LIBRARY | ||||||||
| 1 LIBRARY SQ | TERRE HAUTE | IN | 478073609 | NONE | PC | PROGRAM SUPPORT | $2,076 | |
| Lighthouse Mission of Terre Haute | ||||||||
| ATTN TIMOTHY FAGG | Terre Haute | IN | 47802 | NONE | PC | PROGRAM SUPPORT | $2,076 | |
| SALVATION ARMY - INDIANAPOLIS | ||||||||
| 3100 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | PC | PROGRAM SUPPORT | $2,076 | ATTN DIVISIONAL ESTATE MANAGER |
| Glaucoma Research Foundation | ||||||||
| ATTN CATALINA SAN AGUSTIN | San Francisco | CA | 94108 | NONE | PC | PROGRAM SUPPORT | $1,038 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,758 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,942 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,341 | 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 | $11,283 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,283 | 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 | $50 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $187 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $96 | $96 | $0 |
Comments