ELIZABETH R@ALLEN CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH R@ALLEN CHARITABLE TRUST (EIN 47-7192018)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-20
- IRS object ID
- 202041419349101009
- Schema version
- 2019v5.0
- 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 Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-20T13:00:23-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | P O BOX 1867 | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 652051867 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LANDMARK BANK | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 5734412876 | PhoneNum |
| Signature | 2020-05-20 | 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 | 2020-05-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $797,725 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,285 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,285 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,586 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $314,862 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,586 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $157 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $157 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $32,028 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,028 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,011 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,006 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,006 | 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 | $334 | 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 | $11,095 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,381 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,381 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,807 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,807 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,902 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,381 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,874 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,647 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,431 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,956 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,956 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $474,672 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $227,274 | CorporateBondsBOYAmt |
| Other Investments EOY | $659,772 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $768,769 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $732,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $688,728 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $797,725 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $732,377 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $688,728 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $732,377 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $688,728 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $732,377 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $688,728 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $732,377 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,874 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6 | OtherIncreasesAmt |
| Subtotal | $718,509 | SubtotalAmt |
| Other Decreases | $29,781 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $688,728 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (57 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 13. ABBOTT LABORATORIES COM | 2016-06-17 | 2019-03-20 | $1,042 | $489 | $553 | $553 | |
| 1. ABBOTT LABORATORIES COM | 2016-06-17 | 2019-07-31 | $87 | $38 | $49 | $49 | |
| 1. ALPHABET INC CAP STK CL A | 2016-06-17 | 2019-03-20 | $1,229 | $705 | $524 | $524 | |
| 4. AMERICAN TOWER CORPORATION | 2016-06-17 | 2019-03-20 | $765 | $430 | $335 | $335 | |
| 8. AUTOMATIC DATA PROCESSING INC COM | 2016-06-17 | 2019-03-20 | $1,237 | $702 | $535 | $535 | |
| 2. BERKSHIRE HATHAWAY INC DEL CL B NEW | 2016-06-17 | 2019-03-20 | $410 | $282 | $128 | $128 | |
| 10. CHEVRON CORP NEW COM | 2016-06-17 | 2019-03-20 | $1,260 | $1,017 | $243 | $243 | |
| 29. CISCO SYS INC COM | 2016-06-17 | 2019-03-20 | $1,557 | $839 | $718 | $718 | |
| 15000. CLEBURNE TEX TYPE A ECONOMIC D REV BDS TAXABLE 4.00% DTD 09/15/ | 2016-10-05 | 2019-12-10 | $15,519 | $15,261 | $258 | $258 | |
| 7. CUMMINS INC COM | 2016-06-17 | 2019-03-20 | $1,109 | $801 | $308 | $308 | |
| 6. DISNEY WALT CO COM | 2016-06-17 | 2019-07-31 | $859 | $594 | $265 | $265 | |
| 9. DISCOVER FINL SVCS COM | 2016-06-17 | 2019-03-20 | $651 | $476 | $175 | $175 | |
| 1. DISCOVER FINL SVCS COM | 2016-06-17 | 2019-07-31 | $90 | $53 | $37 | $37 | |
| 187.56 DRIEHAUS EMERGING MARKETS GROWTH FD #3 | 2018-02-15 | 2019-03-20 | $6,638 | $7,661 | -$1,023 | -$1,023 | |
| 185.967 EATON VANCE FLOATING RATE & HIGH INCOME FUND - IN #904 | 2016-06-17 | 2019-05-23 | $1,627 | $1,586 | $41 | $41 | |
| 1237.416 EATON VANCE FLOATING RATE & HIGH INCOME FUND - IN #904 | 2019-03-28 | 2019-08-01 | $10,803 | $10,778 | $25 | $25 | |
| 463.782 EATON VANCE FLOATING RATE & HIGH INCOME FUND - IN #904 | 2016-06-17 | 2019-08-01 | $4,049 | $3,956 | $93 | $93 | |
| 4. ECOLAB INC COM | 2016-06-17 | 2019-03-20 | $700 | $476 | $224 | $224 | |
| 3. ENERGIZER HLDGS INC NEW COM | 2016-06-17 | 2019-11-26 | $153 | $152 | $1 | $1 | |
| 9. FACEBOOK INC CL A | 2016-06-17 | 2019-03-20 | $1,488 | $1,018 | $470 | $470 | |
| 20000. FAYETTEVILLE ARK SCH DIST NO 0 QUALIFIED SCH CONSTR BDS TAXABLE | 2016-08-01 | 2019-12-06 | $22,900 | $22,986 | -$86 | -$86 | |
| 1928.908 FEDERATED TOTAL RETURN BD FD IS #328 | 2019-03-28 | 2019-05-23 | $20,755 | $20,716 | $39 | $39 | |
| 710.798 FEDERATED TOTAL RETURN BD FD IS #328 | 2019-03-28 | 2019-08-01 | $7,833 | $7,634 | $199 | $199 | |
| 180.995 FEDERATED TOTAL RETURN BD FD IS #328 | 2019-03-28 | 2019-11-22 | $2,000 | $1,944 | $56 | $56 | |
| 20. FRANKLIN RES INC COM | 2016-06-17 | 2019-03-20 | $664 | $668 | -$4 | -$4 | |
| 25000. HODGKINS ILL GO BDS TAXABLE 3.90% DTD 08/25/2016 DUE 01/01/2036 | 2016-08-24 | 2019-12-10 | $25,673 | $25,291 | $382 | $382 | |
| 5. HOME DEPOT INC COM | 2016-06-17 | 2019-03-20 | $932 | $637 | $295 | $295 | |
| 21. ITT INC COM | 2016-06-17 | 2019-03-20 | $1,220 | $734 | $486 | $486 | |
| 17. INTEL CORP COM | 2016-06-17 | 2019-03-20 | $920 | $540 | $380 | $380 | |
| 2. INTEL CORP COM | 2016-06-17 | 2019-07-31 | $101 | $64 | $37 | $37 | |
| 3. JPMORGAN CHASE & CO COM | 2016-06-17 | 2019-03-20 | $317 | $187 | $130 | $130 | |
| 1. JOHNSON & JOHNSON COM | 2016-06-17 | 2019-03-20 | $138 | $116 | $22 | $22 | |
| 23. KLA CORPORATION | 2016-06-17 | 2019-03-20 | $2,769 | $1,676 | $1,093 | $1,093 | |
| 8. KLA CORPORATION | 2017-11-17 | 2019-07-31 | $1,088 | $612 | $476 | $476 | |
| 6. KIMBERLY CLARK CORP COM | 2016-06-17 | 2019-03-20 | $718 | $797 | -$79 | -$79 | |
| 25000. MIAMI DADE CNTY FLA AVIATION R REV REF BDS B TAXABLE 3.556% DTD | 2016-08-17 | 2019-11-21 | $25,663 | $25,406 | $257 | $257 | |
| 10. MICROSOFT CORP COM | 2016-06-17 | 2019-03-20 | $1,180 | $502 | $678 | $678 | |
| 34. MICROCHIP TECHNOLOGY INC COM | 2016-06-17 | 2019-03-20 | $2,880 | $1,704 | $1,176 | $1,176 | |
| 2. MICROCHIP TECHNOLOGY INC COM | 2016-06-17 | 2019-07-31 | $188 | $100 | $88 | $88 | |
| 13. NIKE INC CL B | 2016-06-17 | 2019-03-20 | $1,129 | $699 | $430 | $430 | |
| 20000. NORTH CAROLINA MUN PWR AGY NO REV BDS 2012 C TAXABLE 3.822% DTD | 2016-08-23 | 2019-11-22 | $21,540 | $21,203 | $337 | $337 | |
| 10. PROCTER & GAMBLE CO COM | 2016-06-17 | 2019-03-20 | $1,019 | $835 | $184 | $184 | |
| 20000. RICHLAND CNTY S C SCH DIST NO GO BDS 2010 D TAXABLE 4.875% DTD | 2016-11-09 | 2019-11-22 | $20,376 | $20,631 | -$255 | -$255 | |
| 13. RIO TINTO PLC SPONSORED ADR | 2016-06-17 | 2019-03-20 | $738 | $380 | $358 | $358 | |
| 26. SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF | 2016-06-17 | 2019-03-20 | $799 | $760 | $39 | $39 | |
| 6. THERMO FISHER CORP COM | 2016-06-17 | 2019-03-20 | $1,598 | $880 | $718 | $718 | |
| 947. TORTOISE ENERGY INFRASTRUCTURE CORP COM | 2018-10-31 | 2019-12-23 | $17,584 | $27,068 | -$9,484 | -$9,484 | |
| 4. UNITED TECHNOLOGIES CORP COM | 2016-06-17 | 2019-03-20 | $505 | $406 | $99 | $99 | |
| 1562.13 VANGUARD DEVELOPED MARKETS INDEX FUND - ADM #127 | 2019-01-09 | 2019-03-20 | $20,823 | $19,464 | $1,359 | $1,359 | |
| 343.134 VANGUARD SHT TERM INVT GRADE ADM #539 | 2015-12-09 | 2019-05-23 | $3,644 | $3,641 | $3 | $3 | |
| 1931.849 VANGUARD SHT TERM INVT GRADE ADM #539 | 2015-12-24 | 2019-08-01 | $20,709 | $20,497 | $212 | $212 | |
| 68. VANGUARD FTSE EMERGING MARKETS ETF | 2017-05-17 | 2019-03-20 | $2,943 | $2,774 | $169 | $169 | |
| 63.423 VANGUARD SMALL CAP INDEX FUND ADM #548 | 2018-12-27 | 2019-03-20 | $4,641 | $3,965 | $676 | $676 | |
| 3. WALMART INC. | 2016-06-17 | 2019-03-20 | $297 | $213 | $84 | $84 | |
| 20000. WILL CNTY ILL GO ALT REV TRANS IMPT BD SER C TAXABLE 5.609% DTD | 2016-09-28 | 2019-12-10 | $24,204 | $23,486 | $718 | $718 | |
| 6. CHUBB LTD COM | 2016-06-17 | 2019-03-20 | $814 | $746 | $68 | $68 | |
| CAPITAL GAIN DIVIDENDS | $2,287 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,586 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,065 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $742,813 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059322 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $38,629 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $780,308 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049505 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,357 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $759,404 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049193 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $371,964 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Total Distribution | 0.15802 | TotalDistributionRt |
| Average Distribution | 0.039505 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $688,482 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,198 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $266 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,464 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,188 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $266 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $266 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $266 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $168 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $168 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $98 | 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 | LANDMARK 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 | PO BOX 1867 | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65205 | 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 | LANDMARK BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1867 | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $10,011 | 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 | $682,821 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,146 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $698,967 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $698,967 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $688,482 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,424 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,424 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $266 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $266 | TotalTaxAmt |
| Distributable Before Adj | $34,158 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,158 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,158 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,188 | 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 | $40,188 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $266 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,922 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,158 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,261 | 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 | $40,188 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,261 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,927 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $5,231 | 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 | $34,807 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,807 | 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 | $24,285 | 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 | $7,586 | 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 | $32,028 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,028 | 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 (3 entries)
| DescDesc | AmtAmt |
|---|---|
| SALE SETTLED 2019 TRADE 2018 | $28,970 |
| MUTUAL FUND TIMING | $694 |
| OTHER ADJUSTMENT - ROC | $117 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $157 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $157 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $6 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $166 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $168 | $0 | $0 |