ELIZABETH R@ALLEN CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH R@ALLEN CHARITABLE TRUST (EIN 47-7192018)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202601259349101035
- Schema version
- 2025v4.0
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T09:01:36-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 W 5TH STREET SUITE 200 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452023789 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | 2026-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG HART | PreparerPersonNm |
| PTIN | P00241831 | PTIN |
| Phone | 5137847100 | PhoneNum |
| Preparation | 2026-04-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $925,587 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,176 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,176 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $147,184 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $467,678 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $147,184 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $193 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $193 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $167,553 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $167,553 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,870 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,683 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,187 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,921 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $285 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $6 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,797 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,474 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,693 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,852 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,852 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,649 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,474 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,545 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $109,904 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $156,079 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,407 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,609 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,609 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $607,108 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $690,591 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $883,978 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $622,515 | TotalAssetsBOYAmt |
| Total Assets EOY | $732,200 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $925,587 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $622,515 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $732,200 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $622,515 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $732,200 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $622,515 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $732,200 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $622,515 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $109,904 | ExcessRevenueOverExpensesAmt |
| Other Increases | $409 | OtherIncreasesAmt |
| Subtotal | $732,828 | SubtotalAmt |
| Other Decreases | $628 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $732,200 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (108 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 37. ABBOTT LABORATORIES | 2017-11-17 | 2025-02-12 | $4,812 | $1,804 | $3,008 | $3,008 | |
| 9. ADOBE SYSTEMS INC | 2021-03-25 | 2025-10-10 | $3,054 | $4,069 | -$1,015 | -$1,015 | |
| 6. AIR PRODUCTS & CHEMICALS INC | 2021-03-25 | 2025-02-28 | $1,881 | $1,664 | $217 | $217 | |
| 18. AIR PRODUCTS & CHEMICALS INC | 2021-03-25 | 2025-10-10 | $4,694 | $4,992 | -$298 | -$298 | |
| 37. ALPHABET INC SR CAP STK CL A | 2019-05-23 | 2025-02-28 | $6,257 | $1,837 | $4,420 | $4,420 | |
| 14. AMAZON COM INC | 2018-03-20 | 2025-02-28 | $2,934 | $1,099 | $1,835 | $1,835 | |
| 62. AMERICAN ELECTRIC POWER INC | 2023-06-01 | 2025-02-06 | $6,205 | $5,334 | $871 | $871 | |
| 1306.459 BARON EMERGING MARKETS INSTITUTIONAL | 2025-03-11 | 2025-03-18 | $20,943 | $20,099 | $844 | $844 | |
| 1733.92 BARON EMERGING MARKETS INSTITUTIONAL | 2023-06-01 | 2025-03-18 | $27,795 | $23,146 | $4,649 | $4,649 | |
| 472.641 FULLER & THALER BEHAVIORAL SM-CP EQ INST | 2024-03-12 | 2025-03-11 | $19,714 | $21,118 | -$1,404 | -$1,404 | |
| 314.889 FULLER & THALER BEHAVIORAL SM-CP EQ INST | 2024-03-12 | 2025-06-11 | $13,830 | $14,523 | -$693 | -$693 | |
| 447.101 COLUMBIA OVERSEAS VLUE INST3 | 2023-06-01 | 2025-03-03 | $5,088 | $4,395 | $693 | $693 | |
| 26. COMCAST CORP CLASS A | 2023-10-26 | 2025-02-06 | $893 | $1,050 | -$157 | -$157 | |
| 4. DEERE & CO COM | 2024-03-12 | 2025-02-28 | $1,909 | $1,496 | $413 | $413 | |
| 16. DISNEY WALT CO COM | 2020-03-26 | 2025-02-28 | $1,812 | $1,665 | $147 | $147 | |
| 78. DOW INC COM | 2024-03-12 | 2025-02-06 | $3,016 | $4,486 | -$1,470 | -$1,470 | |
| 33. META PLATFORMS INC CLASS A | 2022-09-16 | 2025-02-28 | $21,878 | $4,926 | $16,952 | $16,952 | |
| 156.326 FEDERATED HERMES INSTL HIYD BD | 2024-03-12 | 2025-03-03 | $1,398 | $1,371 | $27 | $27 | |
| 304.422 FEDERATED HERMES INTL GWT IS | 2022-08-22 | 2025-03-03 | $4,533 | $4,128 | $405 | $405 | |
| 1724.017 FEDERATED HERMES INTL GWT IS | 2025-06-11 | 2025-10-17 | $30,101 | $26,832 | $3,269 | $3,269 | |
| 2282.055 FEDERATED HERMES INTL GWT IS | 2023-06-01 | 2025-10-17 | $39,845 | $30,747 | $9,098 | $9,098 | |
| 251.023 FEDERATED HERMES TTL RETURN BD | 2024-09-06 | 2025-10-10 | $2,415 | $2,387 | $28 | $28 | |
| 53.87674 FIDELITY MID-CAP STOCK | 2024-03-12 | 2025-03-11 | $2,131 | $2,308 | -$177 | -$177 | |
| 24.81826 FIDELITY MID-CAP STOCK | 2024-03-12 | 2025-03-11 | $982 | $1,063 | -$81 | -$81 | |
| 409.253 FIDELITY MID-CAP STOCK | 2023-06-01 | 2025-03-11 | $16,186 | $14,938 | $1,248 | $1,248 | |
| 326.131 FIDELITY MID-CAP STOCK | 2024-03-12 | 2025-06-11 | $13,825 | $14,017 | -$192 | -$192 | |
| 176. GSK PLC ADR | 2023-03-16 | 2025-02-06 | $6,419 | $5,511 | $908 | $908 | |
| 100.289 GUGGENHEIM TOTAL RETURN BOND FUND INSTIT | 2024-09-06 | 2025-10-10 | $2,434 | $2,382 | $52 | $52 | |
| 124. HALLIBURTON CO | 2024-03-15 | 2025-02-06 | $3,153 | $4,707 | -$1,554 | -$1,554 | |
| 40. HOME DEPOT INC | 2020-03-26 | 2025-02-28 | $15,784 | $7,342 | $8,442 | $8,442 | |
| 5. HOME DEPOT INC | 2017-11-17 | 2025-10-10 | $1,882 | $838 | $1,044 | $1,044 | |
| 44. HONEYWELL INTERNATIONAL INC | 2024-03-12 | 2025-02-06 | $9,237 | $8,743 | $494 | $494 | |
| 85. JP MORGAN CHASE & CO | 2020-12-02 | 2025-02-28 | $22,380 | $8,844 | $13,536 | $13,536 | |
| 32. KLA-TENCOR CORP | 2020-02-27 | 2025-02-28 | $22,456 | $3,804 | $18,652 | $18,652 | |
| 5. ELI LILLY & CO | 2023-03-16 | 2025-02-28 | $4,578 | $1,643 | $2,935 | $2,935 | |
| 10. MICROSOFT CORP | 2020-02-27 | 2025-02-28 | $3,932 | $1,621 | $2,311 | $2,311 | |
| 124. MICROCHIP TECHNOLOGY INC | 2018-10-31 | 2025-02-12 | $6,631 | $3,534 | $3,097 | $3,097 | |
| 53. OMNICOM GROUP INC | 2025-02-28 | 2025-06-12 | $3,820 | $4,366 | -$546 | -$546 | |
| 100.136 PIMCO FOREIGN BOND (USD-HEDGED) I | 2024-03-12 | 2025-03-03 | $994 | $989 | $5 | $5 | |
| 316.83 PIMCO FOREIGN BOND (USD-HEDGED) I | 2024-03-12 | 2025-04-16 | $3,121 | $3,130 | -$9 | -$9 | |
| 316.72 PIMCO FOREIGN BOND (USD-HEDGED) I | 2024-03-12 | 2025-06-10 | $3,139 | $3,129 | $10 | $10 | |
| 53. PAYPAL HLDGS INC COM | 2025-02-28 | 2025-06-12 | $3,980 | $3,749 | $231 | $231 | |
| 9. PAYPAL HLDGS INC COM | 2023-03-31 | 2025-06-12 | $676 | $675 | $1 | $1 | |
| 28. PEPSICO INC | 2025-02-28 | 2025-10-10 | $4,185 | $4,308 | -$123 | -$123 | |
| 15. PROCTER & GAMBLE CO | 2021-03-25 | 2025-02-28 | $2,604 | $1,951 | $653 | $653 | |
| 12. PROCTER & GAMBLE CO | 2019-11-26 | 2025-10-10 | $1,800 | $1,392 | $408 | $408 | |
| 109. TJX COS INC NEW | 2017-11-17 | 2025-02-12 | $13,529 | $3,885 | $9,644 | $9,644 | |
| 27. THERMO FISHER SCIENTIFIC INC | 2020-02-27 | 2025-02-28 | $14,251 | $5,814 | $8,437 | $8,437 | |
| 9. UNITEDHEALTH GROUP INC | 2025-02-28 | 2025-06-12 | $2,860 | $4,242 | -$1,382 | -$1,382 | |
| 353.664 VANGUARD SMALL CAP INDEX ADM | 2020-03-27 | 2025-03-03 | $39,281 | $21,103 | $18,178 | $18,178 | |
| 118. WALMART INC | 2018-10-31 | 2025-02-28 | $11,611 | $3,851 | $7,760 | $7,760 | |
| 43. CHUBB LIMITED COM | 2020-03-26 | 2025-02-12 | $11,392 | $5,268 | $6,124 | $6,124 | |
| 45. CHECK POINT SOFTWARE TECHNOLOGIES LTD (ISIN #IL0010824113 SEDOL #2 | 2025-02-28 | 2025-06-16 | $9,944 | $9,858 | $86 | $86 | |
| 4. CHECK POINT SOFTWARE TECHNOLOGIES LTD (ISIN #IL0010824113 SEDOL #21 | 2023-07-06 | 2025-06-16 | $884 | $502 | $382 | $382 | |
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,286 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $147,184 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,169 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,169 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,169 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,249 | 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 | 801 E BROADWAY | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIMMONS BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 South Main Street | AddressLine1Txt |
| City | Pine Bluff | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 71601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $11,870 | 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 | $887,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $887,768 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $887,768 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,317 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $874,451 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,723 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,723 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,169 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,169 | TotalTaxAmt |
| Distributable Before Adj | $41,554 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,554 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,554 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,545 | 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 | $44,545 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,554 | 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 | $10,669 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,069 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,019 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,757 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,545 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,554 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,991 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,748 | 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 | $15,748 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $10,669 | ExcessFromYear3Amt |
| Excess From Year2 | $1,069 | ExcessFromYear2Amt |
| Excess From Year1 | $1,019 | ExcessFromYear1Amt |
| Excess From Current Year | $2,991 | 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 LOUISE BEASLEY | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 N FIRST STREET | 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 | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $42,852 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,852 | 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 | $20,176 | 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 | $147,184 | 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 | $167,553 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $167,553 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Any organization recognized as exempt from taxation under 501(c)(3), (c)(7) or (c)(8) of Internal Revenue Code is not required to register in the state of Missouri. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCOME POSTING IN 2026 FOR 2025 | $623 |
| ROUNDING ADJ | $5 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $6 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $193 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $193 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME POSTING IN 2025 FOR 2024 | Desc |
| Amt | $409 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $58 | $58 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $716 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $920 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $171 | $171 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $56 | $56 | $0 |