Fern Jameson Charitable Trust

990PF • Fiscal year 2011 • EIN 43-6914668

Jun 01, 2010 to May 31, 2011 • Filed on Jan 09, 2012

Organization Profile

PO Box 1135663105-0156

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$942,152

Flat from 2011

Net Assets

$942,152

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

No earlier filing loaded for comparison.

Expenses

Flat

$52,124

Flat from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2011

Assets$942,152

Liabilities$0

Net Assets$942,152

Open 2011 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2011

Revenue-

Expenses$52,124

Net Income-

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2010 to May 31, 2011
Signed: Jan 9, 2012
Return Version: 2010v3.2

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	PT	$9,415	-	$9,415
-	Tax Preparation	-	$1,100	-	$1,100

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	CHILDRENS MERCY HOSPITAL	GENERAL OPERATION	PUBLIC CHARITY	KANSAS CITY, MO, US	$16,618
Paid Grant	AMERICAN RED CROSS	GENERAL OPERATIONS	PUBLIC CHARITY	KANSAS CITY, MO, US	$16,618
Paid Grant	CITY UNION MISSION	GENERAL OPERATION	PUBLIC CHARITY	KANSAS CITY, MO, US	$8,309

Filing and Contact Details

Filer

EIN: 43-6914668

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	28	718
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	29	2455
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	14	711
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	15	284
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	16	604
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	17	810
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	18	1393
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	19	289
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	30	2465
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	31	84
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	0	1750
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	1	14169
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	5	2200
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	6	7000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	7	2000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	8	15000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	9	5500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	10	22500
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	12	7193
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	22	2000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	23	5500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	24	3000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	25	2000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	26	5600
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	27	4500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	28	4800
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	29	14000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	30	18600
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	31	84
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses	0	8596
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases	0	3
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases	0	0
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	942155
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	933559
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	942152
IRS990PF/DistributableAmount/DeductionFrDistributableAmount	0	0
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	50024
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	50024
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	50024
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	51132
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions	0	0
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	1108
IRS990PF/DistributableAmount/TotalTax	0	1108
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear	0	456
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment	0	64
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	1108
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment	0	456
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal	0	1108
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome	0	1108
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension	0	1500
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	1564
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	1095749
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness	0	0
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	1038206
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	12298
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	1025908
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	15573
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	0
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	51132
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	1022633
IRS990PF/MinimumInvestmentReturn/ReductionClaimed	0	0
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	1038206
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	1	01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine1	0	COMMERCE TRUST COMPANY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine1	1	COMMERCE TRUST COMPANY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	9415
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	1	1100
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	TAX PREPARATION
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	PO BOX 11356
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	PO BOX 11356
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	CLAYTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	1	CLAYTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	MO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	1	MO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	63105
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	1	63105
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	50546
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	49992
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	0.048885
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	0.047696
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2	0	0.063359
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3	0	0.048965
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4	0	0.046668
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5	0	0.037738
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	1022633
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	931010
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	889245
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	1162927
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	1168845
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	1094325
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	554
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	46803
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	44405
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	56342
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	56943
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	54548
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	41298
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.244427
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	46803
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets	0	0
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest	0	0
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest	0	0
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	46803
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	0
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	46803
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine1	0	COMMERCE TRUST COMPANY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	8167608121
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	11405 NALL AVE SUITE 200
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	LEAWOOD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	KS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	66211
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	true
IRS990PF/StatementsRegardingActivities/ForeignBank	0	false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	false

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $942,152
Liabilities: $0
Net assets: $942,152
Revenue: -
Expenses: $52,124
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.01	$0.00	$1.01	$0.08	$0.08	$0.01
2024Summary only. Only limited summary data is available for this year.	$1.00	$0.00		$0.06	$0.07	$0.01
2023Detailed filing. Detailed filing data is available for this year.	$1.01	$0.00	$1.01	$0.06	$0.08	$0.02
2022Detailed filing. Detailed filing data is available for this year.	$1.04	$0.00	$1.04	$0.15	$0.08	$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.96	$0.00	$0.96	$0.08	$0.07	$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.95	$0.00	$0.95	$0.05	$0.07	$0.02
2016Summary only. Only limited summary data is available for this year.	$0.94	$0.00		$0.05	$0.07	$0.02
2015Summary only. Only limited summary data is available for this year.	$0.96	$0.00		$0.10	$0.07	$0.04
2014Summary only. Only limited summary data is available for this year.	$0.92	$0.00		$0.05	$0.06	$0.01
2013Summary only. Only limited summary data is available for this year.	$0.93	$0.00		$0.05	$0.06	$0.01
2012Summary only. Only limited summary data is available for this year.	$0.94	$0.00		$0.05	$0.06	$0.01
2011Detailed filing. Detailed filing data is available for this year.	$0.94	$0.00	$0.94		$0.05
2011Summary only. Only limited summary data is available for this year.	$0.94	$0.00		$0.06	$0.05	$0.01