THOMAS WRIGHT FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS WRIGHT FOUNDATION (EIN 37-6484409)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202631279349103123
- Schema version
- 2025v4.0
- 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 | 2026-05-07T15:01:07-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 2026-04-24 | 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 | 2026-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $466,178 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,378 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,195 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,531 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $132,986 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,531 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $48,909 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,726 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,707 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,707 | 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 | $629 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $183 | 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 | $9,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,890 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,192 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,192 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,128 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,890 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,792 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,781 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,836 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,325 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,362 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,362 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $339,315 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $351,037 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $444,816 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $354,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $372,399 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $466,178 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $354,640 | CapitalStockBOYAmt |
| Capital Stock EOY | $372,399 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $354,640 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $372,399 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $354,640 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $372,399 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $354,640 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,781 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $372,421 | SubtotalAmt |
| Other Decreases | $22 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $372,399 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (110 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 172. DIMENSIONAL INTERNATIONAL SM | 2023-11-28 | 2025-02-05 | $4,362 | $3,902 | $460 | $460 | |
| 3.217 DODGE & COX STOCK-I | 2024-12-18 | 2025-02-05 | $883 | $820 | $63 | $63 | |
| 2.613 DODGE & COX STOCK-I | 2025-02-05 | $717 | $486 | $231 | $231 | ||
| 19.859 HARBOR CAPITAL APPRECIA-RTR | 2025-02-05 | $2,367 | $2,293 | $74 | $74 | ||
| 8.669 HARBOR CAPITAL APPRECIA-RTR | 2016-04-07 | 2025-02-05 | $1,033 | $499 | $534 | $534 | |
| 45.546 HARTFORD DVDND & GRWTH-F | 2025-02-05 | $1,564 | $1,561 | $3 | $3 | ||
| 1.06 HARTFORD DVDND & GRWTH-F | 2023-12-11 | 2025-02-05 | $36 | $33 | $3 | $3 | |
| 37. ISHARES CORE MSCI EAFE ETF | 2025-02-05 | $2,741 | $2,233 | $508 | $508 | ||
| 108.448 NOMURA MID CAP GROWTH FND-R6 | 2025-02-05 | $3,391 | $3,419 | -$28 | -$28 | ||
| 86.627 NOMURA MID CAP GROWTH FND-R6 | 2025-02-05 | $2,709 | $2,920 | -$211 | -$211 | ||
| 26.56 JENSEN QUALITY GROWTH-Y | 2024-11-13 | 2025-02-05 | $1,600 | $1,601 | -$1 | -$1 | |
| 4.055 T ROWE PR SM CAP VAL-I | 2024-12-12 | 2025-02-05 | $220 | $225 | -$5 | -$5 | |
| 21. VANGUARD MID-CAP VALUE ETF | 2024-04-16 | 2025-02-05 | $3,477 | $3,091 | $386 | $386 | |
| 12. VANGUARD MID-CAP VALUE ETF | 2025-02-05 | $1,987 | $1,406 | $581 | $581 | ||
| .103 ISHARES S&P 500 INDEX-K | 2025-07-25 | $77 | $73 | $4 | $4 | ||
| 3.401 ISHARES S&P 500 INDEX-K | 2019-10-14 | 2025-07-25 | $2,544 | $1,199 | $1,345 | $1,345 | |
| 64.477 NOMURA EMERGING MRKETS FD-R6 | 2025-07-25 | $1,690 | $1,133 | $557 | $557 | ||
| 5.682 DODGE & COX INTL STCK-I | 2025-02-05 | 2025-07-25 | $356 | $300 | $56 | $56 | |
| 14.086 DODGE & COX INTL STCK-I | 2020-03-31 | 2025-07-25 | $883 | $427 | $456 | $456 | |
| 10.89 EUPAC FUND-F-3 | 2025-07-25 | $672 | $623 | $49 | $49 | ||
| .836 EUPAC FUND-F-3 | 2023-12-14 | 2025-07-25 | $52 | $45 | $7 | $7 | |
| 93. ISHARES CORE MSCI EAFE ETF | 2022-10-24 | 2025-07-25 | $7,827 | $5,059 | $2,768 | $2,768 | |
| 568.353 NOMURA MID CAP GROWTH FND-R6 | 2025-07-25 | $18,159 | $13,035 | $5,124 | $5,124 | ||
| 76.816 PGIM GLOBAL TOTAL RETURN-R6 | 2025-07-25 | $414 | $398 | $16 | $16 | ||
| 1659.236 PGIM GLOBAL TOTAL RETURN-R6 | 2025-07-25 | $8,943 | $8,155 | $788 | $788 | ||
| 329.469 T ROWE PR EMRG MKTS BND-I | 2024-09-11 | 2025-07-25 | $3,084 | $3,073 | $11 | $11 | |
| 585.409 T ROWE PR EMRG MKTS BND-I | 2020-04-21 | 2025-07-25 | $5,479 | $5,699 | -$220 | -$220 | |
| 21.538 T ROWE PR SM CAP VAL-I | 2025-07-25 | $1,138 | $1,197 | -$59 | -$59 | ||
| 43.813 T ROWE PR SM CAP VAL-I | 2023-09-25 | 2025-07-25 | $2,315 | $2,090 | $225 | $225 | |
| 21. VANGUARD FTSE EMERGING MARKE | 2021-05-26 | 2025-07-25 | $1,064 | $1,123 | -$59 | -$59 | |
| 16. VANGUARD MID-CAP ETF | 2025-02-05 | 2025-07-25 | $4,609 | $4,416 | $193 | $193 | |
| .863 ISHARES S&P 500 INDEX-K | 2019-10-14 | 2025-10-24 | $686 | $304 | $382 | $382 | |
| 70.459 NOMURA EMERGING MRKETS FD-R6 | 2017-05-10 | 2025-10-24 | $2,401 | $1,237 | $1,164 | $1,164 | |
| 72. DIMENSIONAL INTERNATIONAL SM | 2025-07-25 | 2025-10-24 | $2,309 | $2,190 | $119 | $119 | |
| 8. VANGUARD FTSE EMERGING MARKE | 2021-05-26 | 2025-10-24 | $442 | $428 | $14 | $14 | |
| 2. VANGUARD S&P 500 ETF | 2025-07-25 | 2025-10-24 | $1,246 | $1,168 | $78 | $78 | |
| 2.073 ISHARES S&P 500 INDEX-K | 2019-10-14 | 2025-11-04 | $1,643 | $731 | $912 | $912 | |
| 12.352 NOMURA EMERGING MRKETS FD-R6 | 2017-05-10 | 2025-11-04 | $430 | $217 | $213 | $213 | |
| 13. DIMENSIONAL INTERNATIONAL SM | 2025-07-25 | 2025-11-04 | $404 | $395 | $9 | $9 | |
| 19.684 DODGE & COX INTL STCK-I | 2020-03-31 | 2025-11-04 | $321 | $149 | $172 | $172 | |
| 24.225 DODGE & COX STOCK-I | 2025-11-04 | $416 | $409 | $7 | $7 | ||
| 11.654 DODGE & COX STOCK-I | 2019-10-14 | 2025-11-04 | $200 | $133 | $67 | $67 | |
| 4.994 EUPAC FUND-F-3 | 2016-04-07 | 2025-11-04 | $329 | $216 | $113 | $113 | |
| 5.13 HARBOR CAPITAL APPRECIA-RTR | 2016-04-07 | 2025-11-04 | $680 | $295 | $385 | $385 | |
| 17.619 HARTFORD DVDND & GRWTH-F | 2025-07-25 | 2025-11-04 | $647 | $613 | $34 | $34 | |
| 11. ISHARES CORE MSCI EAFE ETF | 2022-10-24 | 2025-11-04 | $963 | $598 | $365 | $365 | |
| 10.34 JENSEN QUALITY GROWTH-Y | 2025-11-04 | $623 | $622 | $1 | $1 | ||
| 33.273 NEUBERGER MID CAP GRWTH F-R6 | 2025-07-25 | 2025-11-04 | $626 | $634 | -$8 | -$8 | |
| 8.821 T ROWE PR SM CAP VAL-I | 2023-09-25 | 2025-11-04 | $486 | $421 | $65 | $65 | |
| 8. VANGUARD FTSE EMERGING MARKE | 2021-05-26 | 2025-11-04 | $437 | $428 | $9 | $9 | |
| 3. VANGUARD S&P 500 ETF | 2025-07-25 | 2025-11-04 | $1,871 | $1,752 | $119 | $119 | |
| 4. VANGUARD MID-CAP VALUE ETF | 2025-07-25 | 2025-11-04 | $683 | $680 | $3 | $3 | |
| 2. VANGUARD MID-CAP ETF | 2025-02-05 | 2025-11-04 | $575 | $552 | $23 | $23 | |
| 13.525 JENSEN QUALITY GROWTH-Y | 2025-07-25 | 2025-11-11 | $821 | $812 | $9 | $9 | |
| 286.841 JENSEN QUALITY GROWTH-Y | 2025-11-11 | $17,403 | $11,937 | $5,466 | $5,466 | ||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,951 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,531 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $554 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $554 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $554 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $256 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $256 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $298 | 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 | $8,707 | 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 | $436,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,554 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $453,485 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $453,485 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,802 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $446,683 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,334 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,334 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $554 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $554 | TotalTaxAmt |
| Distributable Before Adj | $21,780 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,780 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,780 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,792 | 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 | $21,792 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,780 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $620 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,787 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,591 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,998 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,792 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,780 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,010 | 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 | $620 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,390 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $3,787 | ExcessFromYear3Amt |
| Excess From Year2 | $1,591 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $12 | 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)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Hospice of The Wabash Valley | ||||||||
| ATTN Trude Rupska | 400 8TH AVENUE | Terre Haute | IN | 47804 | NONE | PC | PROGRAM SUPPORT | $1,060 |
| Wabash Valley Community Foundation | ||||||||
| ATTN Beth Tevlin | 200 SOUTH 8TH STREET | Terre Haute | IN | 47807 | NONE | PC | PROGRAM SUPPORT | $12,715 |
| VIGO COUNTY PUBLIC LIBRARY | ||||||||
| 1 LIBRARY SQ | TERRE HAUTE | IN | 478073609 | NONE | PC | PROGRAM SUPPORT | $2,119 | |
| Lighthouse Mission of Terre Haute | ||||||||
| ATTN Timothy Fagg | 1201 S 13TH STREET | Terre Haute | IN | 47802 | NONE | PC | PROGRAM SUPPORT | $2,119 |
| SALVATION ARMY - INDIANAPOLIS | ||||||||
| ATTN DIVISIONAL ESTATE MANAGER | 3100 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | PC | PROGRAM SUPPORT | $2,119 |
| Glaucoma Research Foundation | ||||||||
| 131 STEUART ST STE 200 | San Francisco | CA | 941051242 | NONE | PC | PROGRAM SUPPORT | $1,060 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,192 | 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 | $15,378 | 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 | $33,531 | 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 | $48,909 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,909 | 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 | $22 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $190 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $256 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $143 | $143 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $40 | $40 | $0 |
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