ELIZABETH R@ALLEN CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH R@ALLEN CHARITABLE TRUST (EIN 47-7192018)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-19
- IRS object ID
- 202221099349101722
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Expln Of Non Filing With AG Stmt
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-19T11:00:28-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG P HART | PreparerPersonNm |
| PTIN | P00241831 | PTIN |
| Phone | 5137748805 | PhoneNum |
| Preparation | 2022-04-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $946,181 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,252 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,252 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,088 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $164,324 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,088 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $51,340 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,340 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,507 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,256 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,251 | 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 |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $847 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $346 | 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 | $13,354 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,251 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,806 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,806 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,160 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,057 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,820 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,738 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,475 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,415 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,415 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $639,937 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $636,761 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $925,766 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $659,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $657,176 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $946,181 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $659,412 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $657,176 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $659,412 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $657,176 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $659,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $657,176 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $659,412 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,820 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,422 | OtherIncreasesAmt |
| Subtotal | $658,014 | SubtotalAmt |
| Other Decreases | $838 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $657,176 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (74 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 8. ABBOTT LABORATORIES | 2019-12-12 | 2021-03-25 | $947 | $687 | $260 | $260 | |
| 8. AUTOMATIC DATA PROCESSING, INC. COMMON S | 2019-12-12 | 2021-03-25 | $1,495 | $1,368 | $127 | $127 | |
| 378. BLACKROCK TAXABLE MUNICIPAL TAXABLE BOND TRUST | 2020-02-27 | 2021-03-25 | $9,273 | $9,713 | -$440 | -$440 | |
| 199. BLACKROCK TAXABLE MUNICIPAL TAXABLE BOND TRUST | 2020-12-02 | 2021-03-25 | $4,882 | $4,964 | -$82 | -$82 | |
| 54. CISCO SYSTEM INC | 2019-12-12 | 2021-03-25 | $2,719 | $2,641 | $78 | $78 | |
| 8. CUMMINS INC COMMON STOCK | 2019-12-12 | 2021-03-25 | $2,070 | $1,377 | $693 | $693 | |
| 47. WALT DISNEY CO COMMON STOCK | 2020-02-27 | 2021-03-25 | $8,726 | $5,997 | $2,729 | $2,729 | |
| 363.176 EATON VANCE GLOBAL MCRO ABSOLUTE RETURN | 2021-03-25 | 2021-10-04 | $3,152 | $3,175 | -$23 | -$23 | |
| 212.861 EATON VANCE GLOBAL MCRO ABSOLUTE RETURN | 2018-02-14 | 2021-10-04 | $1,848 | $1,937 | -$89 | -$89 | |
| 109. ENERGIZER HLDGS INC NEW COM | 2020-12-02 | 2021-03-25 | $5,156 | $4,403 | $753 | $753 | |
| 309. ENERGIZER HLDGS INC NEW COM | 2020-02-27 | 2021-03-25 | $14,617 | $14,148 | $469 | $469 | |
| 19. FACEBOOK INC CL A COMMON STOCK | 2020-02-27 | 2021-03-25 | $5,329 | $3,589 | $1,740 | $1,740 | |
| 1. HOME DEPOT INC | 2019-11-26 | 2021-03-25 | $296 | $220 | $76 | $76 | |
| 81. INTEL CORPORATION | 2020-02-27 | 2021-03-25 | $5,010 | $4,226 | $784 | $784 | |
| 523. ISHARES S&P GLOBAL ENERGY SECTOR INDEX F | 2020-12-28 | 2021-03-25 | $12,785 | $10,826 | $1,959 | $1,959 | |
| 7. J P MORGAN CHASE & CO | 2019-12-12 | 2021-03-25 | $1,063 | $967 | $96 | $96 | |
| 22. JOHNSON & JOHNSON | 2019-12-12 | 2021-03-25 | $3,538 | $3,054 | $484 | $484 | |
| 9. KLA CORPORATION | 2020-02-27 | 2021-03-25 | $2,660 | $1,429 | $1,231 | $1,231 | |
| 5. KIMBERLY-CLARK CORPORATION | 2019-12-12 | 2021-03-25 | $678 | $680 | -$2 | -$2 | |
| 5. KIMBERLY-CLARK CORPORATION | 2020-12-02 | 2021-03-25 | $678 | $700 | -$22 | -$22 | |
| 65. MARATHON PETROLEUM CORP | 2019-05-23 | 2021-03-25 | $3,467 | $2,491 | $976 | $976 | |
| 123. MARATHON PETROLEUM CORP | 2020-03-26 | 2021-03-25 | $6,561 | $3,046 | $3,515 | $3,515 | |
| 3. MICROSOFT CORPORATION | 2020-02-27 | 2021-03-25 | $697 | $489 | $208 | $208 | |
| 262.616 PIMCO LONG TERM CREDIT BOND FUND | 2021-03-25 | 2021-05-20 | $3,272 | $3,395 | -$123 | -$123 | |
| 340.545 PIMCO LONG TERM CREDIT BOND FUND | 2020-03-27 | 2021-05-20 | $4,243 | $4,117 | $126 | $126 | |
| 40. RAYTHEON TECHNOLOGIES CORP | 2020-02-27 | 2021-03-25 | $3,059 | $3,186 | -$127 | -$127 | |
| 76. RIO TINTO PLC - SPON ADR | 2019-12-12 | 2021-03-25 | $5,660 | $3,608 | $2,052 | $2,052 | |
| 200. SPDR INDEX SHS FDS S&P INTL SMALL | 2018-02-14 | 2021-10-04 | $7,604 | $7,008 | $596 | $596 | |
| 1.448 VANGUARD REAL ESTATE INDEX FUND ADMIRAL | 2020-12-02 | 2021-03-25 | $186 | $173 | $13 | $13 | |
| 73.308 VANGUARD SHORT TERM INV GRADE FUND | 2021-03-25 | 2021-10-04 | $802 | $805 | -$3 | -$3 | |
| 351.418 VANGUARD SHORT TERM INV GRADE FUND | 2020-07-02 | 2021-10-04 | $3,845 | $3,811 | $34 | $34 | |
| 1.792 VANGUARD EMERGING MKTS INDEX FUND ADMIR | 2020-03-27 | 2021-03-25 | $75 | $50 | $25 | $25 | |
| 77.837 VANGUARD SMALL CAP INDEX FUND ADMIRAL CL | 2019-12-12 | 2021-03-25 | $7,843 | $6,108 | $1,735 | $1,735 | |
| 128.352 VANGUARD SMALL CAP INDEX FUND ADMIRAL CL | 2020-02-27 | 2021-06-04 | $13,773 | $9,180 | $4,593 | $4,593 | |
| 43. WAL-MART INC | 2020-02-27 | 2021-03-25 | $5,744 | $4,933 | $811 | $811 | |
| 3. WAL-MART INC | 2020-12-02 | 2021-03-25 | $401 | $452 | -$51 | -$51 | |
| 15. CHUBB LIMITED | 2019-12-12 | 2021-03-25 | $2,359 | $2,283 | $76 | $76 | |
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,811 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,088 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $552 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $552 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $552 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $252 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $252 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $302 | 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 | 501 SOUTH MAIN STREET | AddressLine1Txt |
| City | PINE BLUFF | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 71601 | 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 | $12,507 | 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 | $904,834 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,829 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $914,663 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $914,663 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,720 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $900,943 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,047 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,047 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $552 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $552 | TotalTaxAmt |
| Distributable Before Adj | $44,495 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,495 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,495 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,057 | 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 | $44,057 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,495 | 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 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $289 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $289 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,057 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,057 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $289 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $289 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $149 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | 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 |
| Business Name Line2 | ATTN LORETTE SMITH | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 W WALNUT | 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 | $42,806 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,806 | 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 | $18,252 | 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 | $33,088 | 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 | $51,340 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,340 | 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 |
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 |
|---|---|
| INCOME POSTING IN 2022 FOR 2021 | $835 |
| ROUNDING ADJ | $3 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REC'D INTERCOUNTY ELECTRIC COOP PATRONAG | $184 |
| INCOME POSTING IN 2021 FOR 2020 | $3,238 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $249 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $252 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $260 | $260 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $86 | $86 | $0 |