ELIZABETH R@ALLEN CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH R@ALLEN CHARITABLE TRUST (EIN 47-7192018)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-11
- IRS object ID
- 202511019349100621
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-11T14:01:58-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010604131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST PROCESSING SOLUTIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 894 | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 451500894 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 477192018 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH R ALLEN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Phone | 5734412876 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 SOUTH MAIN ST | AddressLine1Txt |
| City | PINE BLUFF | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 71601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIMMONS BANK | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 5734412876 | PhoneNum |
| Signature | 2025-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG P HART | PreparerPersonNm |
| PTIN | P00241831 | PTIN |
| Phone | 5137748805 | PhoneNum |
| Preparation | 2025-04-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $857,036 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,064 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,064 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,241 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $342,652 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,241 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $188 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $188 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $77,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,493 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,461 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,314 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,146 | CompOfcrDirTrstDsbrsChrtblAmt |
| 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 | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $653 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $459 | 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 |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,124 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,283 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,656 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,393 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,393 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,517 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,283 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,049 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,976 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,210 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,988 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,407 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,407 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $588,743 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $607,108 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $841,629 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $598,731 | TotalAssetsBOYAmt |
| Total Assets EOY | $622,515 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $857,036 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $598,731 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $622,515 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $598,731 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $622,515 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $598,731 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $622,515 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $598,731 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,976 | ExcessRevenueOverExpensesAmt |
| Other Increases | $239 | OtherIncreasesAmt |
| Subtotal | $622,946 | SubtotalAmt |
| Other Decreases | $431 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $622,515 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 6. ADOBE SYSTEMS INC | 2021-03-25 | 2024-09-18 | $3,055 | $2,712 | $343 | $343 | |
| 10. AIR PRODUCTS & CHEMICALS INC | 2021-03-25 | 2024-03-12 | $2,441 | $2,773 | -$332 | -$332 | |
| 63. AUTOMATIC DATA PROCESSING INC | 2020-12-02 | 2024-03-12 | $15,398 | $7,562 | $7,836 | $7,836 | |
| 1463.519 BARON EMERGING MARKETS INSTITUTIONAL | 2022-08-22 | 2024-03-12 | $21,045 | $19,523 | $1,522 | $1,522 | |
| 216.542 BARON EMERGING MARKETS INSTITUTIONAL | 2023-06-01 | 2024-10-09 | $3,536 | $2,904 | $632 | $632 | |
| 5. CHEVRON CORP NEW | 2024-03-12 | 2024-03-15 | $779 | $757 | $22 | $22 | |
| 24. CHEVRON CORP NEW | 2021-03-25 | 2024-03-15 | $3,740 | $2,494 | $1,246 | $1,246 | |
| 79. CISCO SYSTEMS INC | 2020-12-02 | 2024-04-01 | $3,952 | $3,118 | $834 | $834 | |
| 251.166 COHEN & STEERS REAL ESTATE SECURITIES I | 2024-03-12 | 2024-10-09 | $4,644 | $4,140 | $504 | $504 | |
| 2796.936 COLUMBIA OVERSEAS VLUE INST3 | 2022-08-22 | 2024-03-12 | $29,620 | $24,837 | $4,783 | $4,783 | |
| 140.103 COLUMBIA OVERSEAS VLUE INST3 | 2023-06-01 | 2024-10-09 | $1,600 | $1,377 | $223 | $223 | |
| 23. CUMMINS INC | 2020-03-26 | 2024-03-12 | $6,222 | $2,893 | $3,329 | $3,329 | |
| 45. EDWARDS LIFESCIENCES CORP | 2021-03-25 | 2024-09-18 | $3,026 | $3,615 | -$589 | -$589 | |
| 2074.009 FEDERATED HERMES INTL GWT IS | 2022-08-22 | 2024-03-12 | $30,073 | $28,124 | $1,949 | $1,949 | |
| 35.45 FEDERATED HERMES INTL GWT IS | 2022-08-22 | 2024-10-09 | $541 | $481 | $60 | $60 | |
| 104. ITT INC COM | 2020-03-26 | 2024-03-12 | $13,142 | $4,474 | $8,668 | $8,668 | |
| 374.853 JPMORGAN HDGD EQ 2 I | 2023-06-01 | 2024-03-04 | $6,215 | $5,754 | $461 | $461 | |
| 500.602 JPMORGAN HDGD EQ 2 I | 2022-12-02 | 2024-03-04 | $8,300 | $7,509 | $791 | $791 | |
| 28.394 JPMORGAN HDGD EQ 2 I | 2023-06-01 | 2024-10-09 | $521 | $436 | $85 | $85 | |
| 5. LOCKHEED MARTIN CORP | 2021-03-25 | 2024-03-12 | $2,166 | $1,792 | $374 | $374 | |
| 151. NIKE INC CLASS B | 2021-03-25 | 2024-09-18 | $12,222 | $13,241 | -$1,019 | -$1,019 | |
| 351.032 PIMCO FOREIGN BOND (USD-HEDGED) I | 2024-03-12 | 2024-09-09 | $3,496 | $3,468 | $28 | $28 | |
| 88. RTX CORPORATION COM | 2020-12-02 | 2024-03-12 | $7,879 | $5,847 | $2,032 | $2,032 | |
| 177. SCHLUMBERGER LTD | 2021-03-25 | 2024-03-12 | $9,126 | $4,774 | $4,352 | $4,352 | |
| 87. TJX COS INC NEW | 2020-03-26 | 2024-03-12 | $8,430 | $4,325 | $4,105 | $4,105 | |
| 429.336 VANGUARD REAL ESTATE INDEX ADMIRAL | 2023-11-14 | 2024-03-12 | $52,989 | $48,154 | $4,835 | $4,835 | |
| 95.215 VANGUARD REAL ESTATE INDEX ADMIRAL | 2020-03-27 | 2024-03-12 | $11,751 | $9,454 | $2,297 | $2,297 | |
| 5884.561 VANGUARD INTERM-TERM BOND INDEX ADM | 2023-11-14 | 2024-03-12 | $60,081 | $58,316 | $1,765 | $1,765 | |
| 793.282 VANGUARD HIGH-YIELD CORPORATE ADM | 2023-11-14 | 2024-03-12 | $4,268 | $4,133 | $135 | $135 | |
| 137.333 VANGUARD LONG-TERM TREASURY ADMIRAL | 2024-03-12 | 2024-09-06 | $1,215 | $1,156 | $59 | $59 | |
| 113.447 VANGUARD LONG-TERM TREASURY ADMIRAL | 2023-10-04 | 2024-10-09 | $957 | $870 | $87 | $87 | |
| 12.363 VANGUARD SMALL CAP INDEX ADM | 2018-12-27 | 2024-10-09 | $1,399 | $773 | $626 | $626 | |
| 30. UBS GROUP AG SHS | 2023-03-31 | 2024-04-01 | $913 | $625 | $288 | $288 | |
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,910 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,241 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $920 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $920 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $920 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $204 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $204 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $716 | 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 |
| Form990 PF Filed With Atty Gen | false | 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 | SIMMONS BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5734412876 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 E BROADWAY | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIMMONS BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 South Main Street | AddressLine1Txt |
| City | Pine Bluff | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 71601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $11,461 | 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 | $838,992 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $851,774 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $851,774 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,777 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $838,997 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,950 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,950 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $920 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $920 | TotalTaxAmt |
| Distributable Before Adj | $41,030 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,030 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,030 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,049 | 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 | $42,049 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,030 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,669 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,069 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,738 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,049 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,030 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,019 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,757 | 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 | $12,757 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $10,669 | ExcessFromYear2Amt |
| Excess From Year1 | $1,069 | ExcessFromYear1Amt |
| Excess From Current Year | $1,019 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS COUNTY LIBRARY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTN LOUISE BEASLEY | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65483 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $40,393 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,393 | 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 | $17,064 | 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 | $60,241 | 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 | $77,493 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,493 | 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 (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Any organization recognized as exempt from taxation under 501(c)(3), (c)(7) or (c)(8) of Internal Revenue Code is not required to register in the state of Missouri. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK VALUE ADJ | $22 |
| INCOME POSTING IN 2025 FOR 2024 | $409 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $188 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $188 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME POSTING IN 2024 FOR 2023 | Desc |
| Amt | $239 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $23 | $23 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $194 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $312 | $312 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $124 | $124 | $0 |