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MEEK CHARITABLE TRUST: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MEEK CHARITABLE TRUST (EIN 44-6014681)
Tax period
2017-11-01 to 2018-10-31
Filed
2019-02-06
IRS object ID
201920379349100212
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-02-06T14:22:14-08:00ReturnTs
Tax Period End2018-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431244312PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Roberts McKenzie Mangan & Cummings PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14035 S FremontAddressLine1Txt
CitySpringfieldCityNm
State AbbreviationMOStateAbbreviationCd
ZIP65804ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN446014681EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Meek Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMEEKBusinessNameControlTxt
Phone4178480848PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14035 S Fremont AveAddressLine1Txt
CitySpringfieldCityNm
State AbbreviationMOStateAbbreviationCd
ZIP65804ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTerry O MeekPersonNm
Person TitleTrusteePersonTitleTxt
Signature2019-02-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKelley McKenziePreparerPersonNm
PTINP00389093PTIN
Phone4178835348PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$259,931FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$11,010DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,010DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,010DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$6,764NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,000GrossSalesPriceAmt
Total Rev And Expnss$4,246TotalRevAndExpnssAmt
Total Net Invst Incm$11,010TotalNetInvstIncmAmt
Total Adj Net Incm$11,010TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$1,000AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$873TaxesRevAndExpnssAmt
Taxes Adj Net Incm$873TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$873TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$91OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$91OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$91OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,964TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,964TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,964TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,214TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,964TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$22,214TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,968ExcessRevenueOverExpensesAmt
Net Investment Income$11,010NetInvestmentIncomeAmt
Adjusted Net Income$9,046AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,069CashBOYAmt
Cash EOY$2,855CashEOYAmt
Cash EOYFMV$2,855CashEOYFMVAmt
Corporate Stock BOY$3,800CorporateStockBOYAmt
Corporate Stock EOY$3,800CorporateStockEOYAmt
Corporate Stock EOYFMV$3,800CorporateStockEOYFMVAmt
Corporate Bonds BOY$310,373CorporateBondsBOYAmt
Corporate Bonds EOY$299,619CorporateBondsEOYAmt
Corporate Bonds EOYFMV$253,276CorporateBondsEOYFMVAmt
Total Assets BOY$324,242TotalAssetsBOYAmt
Total Assets EOY$306,274TotalAssetsEOYAmt
Total Assets EOYFMV$259,931TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$192,374CapitalStockBOYAmt
Capital Stock EOY$192,374CapitalStockEOYAmt
Retained Earning BOY$131,868RetainedEarningBOYAmt
Retained Earning EOY$113,900RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$324,242TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$306,274TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$324,242TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$306,274TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$324,242TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,968ExcessRevenueOverExpensesAmt
Subtotal$306,274SubtotalAmt
Tot Net Ast Or Fund Balances EOY$306,274TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property2032.52 Federated High Incom Bond Fd APropertyDesc
How AcquiredPHowAcquiredCd
Acquired2010-06-30AcquiredDt
Sold2018-09-11SoldDt
Gross Sales Price$15,000GrossSalesPriceAmt
Cost Or Other Basis$21,764CostOrOtherBasisAmt
Gain Or Loss-$6,764GainOrLossAmt
Gains Minus Excess Or Losses-$6,764GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$6,764CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,451AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$271,894NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.03844DistributionYr1Rt
Adjusted Qlfy Distri Yr2$10,107AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$253,893NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.03981DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,561AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$263,692NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.02867DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,224AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$269,485NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04165DistributionYr4Rt
Adjusted Qlfy Distri Yr5$17,208AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$265,745NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.06475DistributionYr5Rt
Total Distribution0.213324TotalDistributionRt
Average Distribution0.042665AverageDistributionRt
Net Vl Noncharitable Assets$270,579NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$11,544AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$110NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$11,654AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,214QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$110InvestmentIncomeExciseTaxAmt
Subtotal$110SubtotalAmt
Tax Based On Investment Income$110TaxBasedOnInvestmentIncomeAmt
Tax Due$110TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Terry O MeekBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4178835348PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14035 S FremontAddressLine1Txt
CitySpringfieldCityNm
State AbbreviationMOStateAbbreviationCd
ZIP65804ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Michael E Meek
3611 17th StreetSacramentoCA95818Trustee0.00$0
Terry O Meek
4035 S FremontSpringfieldMO65804Trustee0.00$0
William C Meek
PO Box 255749SacramentoCA95865Trustee0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Sole activity is awarding contributions to Sec. 501(c)(3) organizationsDescription1Txt
Expenses1$1,964Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$268,882AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,818AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$274,700TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$274,700AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,121CashDeemedCharitableAmt
Net Vl Noncharitable Assets$270,579NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,529MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,529MinimumInvestmentReturnAmt
Tax Based On Investment Income$110TaxBasedOnInvestmentIncomeAmt
Total Tax$110TotalTaxAmt
Distributable Before Adj$13,419DistributableBeforeAdjAmt
Distributable Before Ded$13,419DistributableBeforeDedAmt
Distributable As Adjusted$13,419DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,214ExpensesAndContributionsAmt
Qualifying Distributions$22,214QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$110PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$22,104AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,419DistributableAsAdjustedAmt
Undistributed Income PY$13,314UndistributedIncomePYAmt
Qualifying Distributions$22,214QualifyingDistributionsAmt
Applied To Year1$13,314AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,900AppliedToCurrentYearAmt
Undistributed Income CY$4,519UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Boy Scouts of America
1616 S Eastgate AveSpringfieldMO65809None501(c)(3)General fund$1,000
LifeHouse Crisis Maternity Home
424 E Monastery StSpringfieldMO65807None501(c)(3)General fund$1,000
JDRF International
26 Broadway FL 14New YorkNY10004None501(c)(3)General fund$1,500
Boys and Girls Clubs of Springfield
1410 N Fremont AvenueSpringfieldMO65802None501(c)(3)General fund$1,500
Convoy of Hope
330 S Patterson AveSpringfieldMO65802None501(c)(3)General Fund$5,000
Mercy Health Foundation
3265 S National Avenue Suite 200SpringfieldMO65807None501(c)(13General fund$3,500
Springfield Symphony Orchestra
411 N ShermanSpringfieldMO65802None501(c)(3)General Fund$500
Missouri Colleges Fund
3401 West TrumanBlvd Suite 202Jefferson CityMO65109None501(c)(3)General Fund$250
Springfield Contempory Theatre
431 S Jefferson Ave 136SpringfieldMO65801None501(c)(3)General Fund$500
I Pour Life
1006 N Cedarbrook AveSpringfieldMO65802None501(c)(3)General Fund$1,000
Maple Park Cemetery
300 West Grand StreetSpringfieldMO65807None501(c)(3)General Fund$1,500
Southwest Baptist University
1600 University AvenueBolivarMO65613None501(c)(3)General Fund$1,500
The Child Advocacy Center
1033 E WalnutSpringfieldMO65806None501(c)(3)General Fund$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,010ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$6,764RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,010ExclusionAmt
Related Or Exempt Function Incm-$6,764RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,246TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRMMCCategoryTxt
Amt$1,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$1,000AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Federated High Income Bond Fund A$238,090$208,598
Federated High Income Bond Fund A - SN$61,529$44,678

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Lockwood Development Corp$300$300
West Plains Development Corp$2,500$2,500
Missouri Development Finance Corp$1,000$1,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank chargesDesc
Revenue And Expenses Per Books$91RevenueAndExpensesPerBooksAmt
Adjusted Net Income$91AdjustedNetIncomeAmt
Disbursements Charitable Prps$91DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise taxCategoryTxt
Amt$873Amt
Adjusted Net Income$873AdjustedNetIncomeAmt
Disbursements Charitable Prps$873DisbursementsCharitablePrpsAmt