ELIZABETH R@ALLEN CHARITABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH R@ALLEN CHARITABLE TRUST (EIN 47-7192018)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202111309349101161
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- 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 | 2021-05-10T10:00:35-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-05-10 | 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 | 2021-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $856,110 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $14,232 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,232 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,195 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $438,473 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,195 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $23,427 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,427 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,247 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,124 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,124 | 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 | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $101 | TaxesRevAndExpnssAmt |
| 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 | $11,098 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,499 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,499 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,521 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,521 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,619 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,499 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,020 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,928 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,956 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,475 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,475 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $659,772 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $639,937 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $836,635 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $688,728 | TotalAssetsBOYAmt |
| Total Assets EOY | $659,412 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $856,110 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $688,728 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $659,412 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $688,728 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $659,412 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $688,728 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $659,412 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $688,728 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,192 | ExcessRevenueOverExpensesAmt |
| Other Increases | $174 | OtherIncreasesAmt |
| Subtotal | $664,710 | SubtotalAmt |
| Other Decreases | $5,298 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $659,412 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (206 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3. ABBOTT LABORATORIES | 2016-06-17 | 2020-02-27 | $242 | $113 | $129 | $129 | |
| 7. ABBOTT LABORATORIES | 2016-06-17 | 2020-03-26 | $522 | $263 | $259 | $259 | |
| 5. ABBOTT LABORATORIES | 2019-11-26 | 2020-12-02 | $538 | $427 | $111 | $111 | |
| 1. ALPHABET INC | 2019-11-26 | 2020-12-02 | $1,815 | $1,310 | $505 | $505 | |
| 1. AMAZON.COM INC | 2019-11-26 | 2020-12-02 | $3,213 | $1,793 | $1,420 | $1,420 | |
| 7. AMERICAN TOWER CORP | 2016-06-17 | 2020-02-27 | $1,680 | $752 | $928 | $928 | |
| 1. AUTOMATIC DATA PROCESSING, INC. COMMON S | 2016-06-17 | 2020-02-27 | $165 | $88 | $77 | $77 | |
| 195.116 BNY MELTON INT'L STOCK FUND | 2020-01-03 | 2020-03-27 | $3,520 | $4,123 | -$603 | -$603 | |
| 28. BERKSHIRE HATHAWAY INC DEL CL B NEW | 2017-11-17 | 2020-02-12 | $6,359 | $4,351 | $2,008 | $2,008 | |
| 13. BERKSHIRE HATHAWAY INC DEL CL B NEW | 2019-12-12 | 2020-02-12 | $2,952 | $2,784 | $168 | $168 | |
| 47. CARRIER GLOBAL CORPORATION COM | 2020-03-26 | 2020-04-07 | $711 | $1,017 | -$306 | -$306 | |
| 48. CARRIER GLOBAL CORPORATION COM | 2018-10-31 | 2020-04-07 | $727 | $900 | -$173 | -$173 | |
| 92. CHEVRON CORPORATION | 2019-12-12 | 2020-12-28 | $7,920 | $10,515 | -$2,595 | -$2,595 | |
| 33. CHEVRON CORPORATION | 2020-12-02 | 2020-12-28 | $2,841 | $2,781 | $60 | $60 | |
| 53. CISCO SYSTEM INC | 2017-11-17 | 2020-02-27 | $2,174 | $1,682 | $492 | $492 | |
| 15. CISCO SYSTEM INC | 2017-11-17 | 2020-03-26 | $590 | $541 | $49 | $49 | |
| 9. CUMMINS INC COMMON STOCK | 2019-11-26 | 2020-12-02 | $2,072 | $1,508 | $564 | $564 | |
| 4. WALT DISNEY CO COMMON STOCK | 2019-11-26 | 2020-12-02 | $606 | $610 | -$4 | -$4 | |
| 32. DISCOVER FINL SVCS COM | 2019-12-12 | 2020-02-27 | $2,148 | $2,730 | -$582 | -$582 | |
| 77. DISCOVER FINL SVCS COM | 2018-10-31 | 2020-02-27 | $5,169 | $4,831 | $338 | $338 | |
| 13.463 DRIEHAUS EMERGING MARKETS GROWTH FUND | 2017-11-17 | 2020-02-27 | $495 | $529 | -$34 | -$34 | |
| 39.117 DRIEHAUS EMERGING MARKETS GROWTH FUND | 2017-11-17 | 2020-03-27 | $1,211 | $1,537 | -$326 | -$326 | |
| 114.807 DRIEHAUS EMERGING MARKETS GROWTH FUND | 2017-11-17 | 2020-12-02 | $5,484 | $4,511 | $973 | $973 | |
| 1128.524 EATON VANCE FLOATING RATE & HIGH INCOME FUND - IN #904 | 2020-02-27 | 2020-03-16 | $8,757 | $9,832 | -$1,075 | -$1,075 | |
| 74.162 EATON VANCE VANCE GLOBAL MACRO ABSOLUTE | 2017-11-17 | 2020-02-27 | $654 | $678 | -$24 | -$24 | |
| 175.488 EATON VANCE VANCE GLOBAL MACRO ABSOLUTE | 2018-02-14 | 2020-03-27 | $1,432 | $1,601 | -$169 | -$169 | |
| 9. ECOLAB INC COM | 2019-12-12 | 2020-02-27 | $1,728 | $1,682 | $46 | $46 | |
| 18. ECOLAB INC COM | 2017-11-17 | 2020-02-27 | $3,456 | $2,331 | $1,125 | $1,125 | |
| 293. EXELON CORPORATION | 2020-12-02 | 2020-12-28 | $12,408 | $13,715 | -$1,307 | -$1,307 | |
| 18. FACEBOOK INC CL A COMMON STOCK | 2019-11-26 | 2020-12-02 | $5,174 | $3,306 | $1,868 | $1,868 | |
| 1691.998 FEDERATED HERMES TOTAL RETURN BOND FUND | 2020-02-27 | 2020-03-27 | $18,494 | $19,088 | -$594 | -$594 | |
| 75. FRANKLIN RES INC. | 2017-11-17 | 2020-02-27 | $1,684 | $2,792 | -$1,108 | -$1,108 | |
| 178. FRANKLIN RES INC. | 2019-12-12 | 2020-12-24 | $4,409 | $5,271 | -$862 | -$862 | |
| 37. FRANKLIN RES INC. | 2020-12-02 | 2020-12-24 | $917 | $836 | $81 | $81 | |
| 12. GILEAD SCIENCES INC COM | 2016-06-17 | 2020-02-27 | $940 | $993 | -$53 | -$53 | |
| 35. GILEAD SCIENCES INC COM | 2017-11-17 | 2020-03-26 | $2,506 | $2,617 | -$111 | -$111 | |
| 36. GILEAD SCIENCES INC COM | 2017-11-17 | 2020-04-29 | $3,021 | $2,607 | $414 | $414 | |
| 34. GILEAD SCIENCES INC COM | 2018-10-31 | 2020-05-11 | $2,730 | $2,393 | $337 | $337 | |
| 19. GILEAD SCIENCES INC COM | 2019-07-31 | 2020-06-04 | $1,481 | $1,249 | $232 | $232 | |
| 15. GILEAD SCIENCES INC COM | 2019-05-23 | 2020-06-04 | $1,169 | $999 | $170 | $170 | |
| 43. GILEAD SCIENCES INC COM | 2019-12-12 | 2020-07-10 | $3,277 | $2,897 | $380 | $380 | |
| 25. GOLDMAN SACHS GROUP INC COM | 2018-10-31 | 2020-02-27 | $5,245 | $4,515 | $730 | $730 | |
| 12. GOLDMAN SACHS GROUP INC COM | 2019-12-12 | 2020-02-27 | $2,518 | $2,592 | -$74 | -$74 | |
| 1087.328 GOLDMAN SACHS SATELLITE STRATEGIES FUND INST #2402 | 2018-02-14 | 2020-02-27 | $8,796 | $9,053 | -$257 | -$257 | |
| 431.395 GOLDMAN SACHS SATELLITE STRATEGIES FUND INST #2402 | 2020-03-27 | 2020-05-20 | $3,110 | $3,486 | -$376 | -$376 | |
| 920.956 GOLDMAN SACHS SATELLITE STRATEGIES FUND INST #2402 | 2018-10-31 | 2020-05-20 | $6,640 | $7,064 | -$424 | -$424 | |
| 15. HOME DEPOT INC | 2016-06-17 | 2020-02-27 | $3,485 | $1,911 | $1,574 | $1,574 | |
| 4. HOME DEPOT INC | 2019-11-26 | 2020-12-02 | $1,082 | $881 | $201 | $201 | |
| 20. ITT CORP | 2019-11-26 | 2020-12-02 | $1,481 | $1,264 | $217 | $217 | |
| 9. INTEL CORPORATION | 2016-06-17 | 2020-03-26 | $494 | $286 | $208 | $208 | |
| 140. ISHARES GLOBAL INFRASTRUCTURE ETF | 2019-12-23 | 2020-05-13 | $4,916 | $6,695 | -$1,779 | -$1,779 | |
| 148. ISHARES GLOBAL INFRASTRUCTURE ETF | 2019-12-23 | 2020-05-14 | $5,180 | $7,077 | -$1,897 | -$1,897 | |
| 130. ISHARES GLOBAL INFRASTRUCTURE ETF | 2020-02-27 | 2020-05-15 | $4,555 | $6,142 | -$1,587 | -$1,587 | |
| 114. ISHARES GLOBAL INFRASTRUCTURE ETF | 2020-02-27 | 2020-05-18 | $4,194 | $5,278 | -$1,084 | -$1,084 | |
| 104. ISHARES GLOBAL INFRASTRUCTURE ETF | 2020-03-26 | 2020-05-19 | $3,802 | $3,900 | -$98 | -$98 | |
| 5. JOHNSON & JOHNSON | 2016-06-17 | 2020-02-27 | $715 | $580 | $135 | $135 | |
| 2. JOHNSON & JOHNSON | 2016-06-17 | 2020-03-26 | $252 | $232 | $20 | $20 | |
| 30.169 JP MORGAN INTL FOCUS FUND | 2020-01-03 | 2020-03-27 | $536 | $691 | -$155 | -$155 | |
| 34.738 JP MORGAN INTL FOCUS FUND | 2020-01-03 | 2020-12-02 | $883 | $795 | $88 | $88 | |
| 13. KLA CORPORATION | 2017-11-17 | 2020-03-26 | $1,872 | $1,325 | $547 | $547 | |
| 17. KLA CORPORATION | 2019-05-23 | 2020-12-02 | $4,380 | $1,755 | $2,625 | $2,625 | |
| 12. KIMBERLY-CLARK CORPORATION | 2017-11-17 | 2020-02-27 | $1,658 | $1,446 | $212 | $212 | |
| 1. KIMBERLY-CLARK CORPORATION | 2017-11-17 | 2020-03-26 | $119 | $114 | $5 | $5 | |
| 204.84 MAINSTAY CBRE REAL ESTATE FUND CLASS I #5028 | 2016-06-17 | 2020-02-27 | $2,608 | $4,427 | -$1,819 | -$1,819 | |
| 518.753 MAINSTAY CBRE REAL ESTATE FUND CLASS I #5028 | 2018-12-17 | 2020-03-27 | $5,063 | $9,479 | -$4,416 | -$4,416 | |
| 402.146 MAINSTAY CBRE REAL ESTATE FUND CLASS I #5028 | 2020-02-20 | 2020-03-27 | $3,925 | $6,342 | -$2,417 | -$2,417 | |
| 24. MARATHON PETROLEUM CORP | 2016-06-17 | 2020-02-27 | $1,216 | $802 | $414 | $414 | |
| 31. MARATHON PETROLEUM CORP | 2019-11-26 | 2020-12-02 | $1,272 | $1,854 | -$582 | -$582 | |
| 26. MARATHON PETROLEUM CORP | 2019-12-12 | 2020-12-02 | $1,066 | $1,531 | -$465 | -$465 | |
| 8. MICROSOFT CORPORATION | 2016-06-17 | 2020-03-26 | $1,227 | $401 | $826 | $826 | |
| 1. MICROSOFT CORPORATION | 2019-11-26 | 2020-12-02 | $214 | $152 | $62 | $62 | |
| 26. MICROCHIP TECHNOLOGY INC | 2019-11-26 | 2020-12-02 | $3,545 | $2,444 | $1,101 | $1,101 | |
| 9. NIKE INC. | 2017-11-17 | 2020-03-26 | $775 | $505 | $270 | $270 | |
| 25. NIKE INC. | 2019-11-26 | 2020-12-02 | $3,392 | $2,018 | $1,374 | $1,374 | |
| 24. OTIS WORLDWIDE CORP COM | 2018-10-31 | 2020-04-07 | $1,090 | $1,373 | -$283 | -$283 | |
| 22. OTIS WORLDWIDE CORP COM | 2020-03-26 | 2020-04-07 | $999 | $1,472 | -$473 | -$473 | |
| 1. OTIS WORLDWIDE CORP COM | 2020-03-26 | 2020-04-15 | $44 | $53 | -$9 | -$9 | |
| .5 OTIS WORLDWIDE CORP COM | 2020-03-26 | 2020-05-12 | $26 | $26 | |||
| 21. PROCTER AND GAMBLE COMPANY | 2017-11-17 | 2020-02-27 | $2,507 | $1,774 | $733 | $733 | |
| 2. PROCTER AND GAMBLE COMPANY | 2017-11-17 | 2020-03-26 | $210 | $177 | $33 | $33 | |
| 8. RIO TINTO PLC - SPON ADR | 2016-06-17 | 2020-02-27 | $381 | $234 | $147 | $147 | |
| 8. RIO TINTO PLC - SPON ADR | 2016-06-17 | 2020-03-26 | $365 | $234 | $131 | $131 | |
| 4. RIO TINTO PLC - SPON ADR | 2019-07-31 | 2020-12-02 | $281 | $228 | $53 | $53 | |
| 70. SPDR INDEX SHS FDS S&P INTL SMALL | 2017-11-17 | 2020-12-02 | $2,380 | $2,492 | -$112 | -$112 | |
| 5. TJX COMPANY INC | 2019-11-26 | 2020-12-02 | $322 | $303 | $19 | $19 | |
| 20000. TEXAS ST PUB FIN AUTH REV TAXABLE 3.616% | 2016-08-29 | 2020-01-15 | $20,461 | $20,164 | $297 | $297 | |
| 4. THERMO FISHER SCIENTIFIC INC | 2016-06-17 | 2020-03-26 | $1,116 | $586 | $530 | $530 | |
| 7. THERMO FISHER SCIENTIFIC INC | 2019-11-26 | 2020-12-02 | $3,325 | $2,014 | $1,311 | $1,311 | |
| 69.245 VANGUARD REAL ESTATE INDEX FUND ADMIRAL | 2020-03-27 | 2020-05-20 | $7,123 | $6,875 | $248 | $248 | |
| 5504.783 VANGUARD DEVELOPED MARKETS INDEX FUND AD | 2019-12-12 | 2020-01-03 | $77,783 | $70,545 | $7,238 | $7,238 | |
| 643. VANGUARD FTSE DEVELOPED MARKETS ETF | 2019-12-12 | 2020-01-02 | $28,457 | $26,916 | $1,541 | $1,541 | |
| 160.938 VANGUARD SHORT TERM INV GRADE FUND | 2020-02-21 | 2020-02-27 | $1,745 | $1,740 | $5 | $5 | |
| 34.385 VANGUARD SHORT TERM INV GRADE FUND | 2020-02-21 | 2020-03-27 | $359 | $372 | -$13 | -$13 | |
| 13.418 VANGUARD EMERGING MKTS INDEX FUND ADMIR | 2020-03-27 | 2020-12-02 | $541 | $371 | $170 | $170 | |
| 326. VANGUARD FTSE EMERGING MARKETS ETF | 2018-10-31 | 2020-03-26 | $11,215 | $14,110 | -$2,895 | -$2,895 | |
| 199. VANGUARD FTSE EMERGING MARKETS ETF | 2020-02-27 | 2020-03-26 | $6,846 | $8,349 | -$1,503 | -$1,503 | |
| 40. VANGUARD REAL ESTATE ETF | 2016-06-17 | 2020-02-27 | $3,703 | $3,355 | $348 | $348 | |
| 100. VANGUARD REAL ESTATE ETF | 2018-02-14 | 2020-03-26 | $6,906 | $7,465 | -$559 | -$559 | |
| 33. VANGUARD REAL ESTATE ETF | 2019-12-12 | 2020-03-26 | $2,279 | $2,983 | -$704 | -$704 | |
| 139.847 VANGUARD SMALL CAP INDEX FUND ADMIRAL CL | 2019-11-26 | 2020-12-02 | $12,302 | $10,793 | $1,509 | $1,509 | |
| 22. WAL-MART INC | 2016-06-17 | 2020-03-26 | $2,356 | $1,565 | $791 | $791 | |
| 20000. WAYNE ST UNIV MI GEN REV REF BDS B TAXABLE 4% 11/15/2037-2026 | 2016-08-12 | 2020-01-15 | $20,691 | $20,625 | $66 | $66 | |
| 3. CHUBB LIMITED | 2020-02-27 | 2020-12-02 | $454 | $464 | -$10 | -$10 | |
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,599 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,195 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $249 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $249 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $249 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $249 | 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 | $10,247 | 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 | $730,516 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,651 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $746,167 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $746,167 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,193 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $734,974 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,749 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,749 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $249 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $249 | TotalTaxAmt |
| Distributable Before Adj | $36,500 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,500 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,500 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,020 | 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 | $42,020 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,020 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,500 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,231 | 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 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,020 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,231 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $289 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $289 | 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 | $289 | 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 | $289 | 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 | $36,521 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,521 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,232 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,195 | 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 | $23,427 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,427 | 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 | $750 | Amt |
| Net Investment Income | $375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $375 | 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 |
|---|---|
| NET ADJUSTMENT FOR MUTUAL FUND POSTINGS | $2,171 |
| OTHER ADJUSTMENT - CONVERSION ADJUSTMENT | $3,127 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE CREDITS | Desc |
| Amt | $174 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENT - PRIOR YE | CategoryTxt |
| Amt | $101 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |