STRATEGY STUDIO / PUBLIC DATA EXPLORER

MEEK CHARITABLE TRUST: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MEEK CHARITABLE TRUST (EIN 44-6014681)
Tax period
2013-11-01 to 2014-10-31
Filed
2015-02-13
IRS object ID
201540449349100904
Schema version
2013v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-02-13T12:57:38-08:00ReturnTs
Tax Period End2014-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Roberts McKenzie Mangan & Cummings PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14035 S FremontAddressLine1
CitySpringfieldCity
StateMOState
ZIP Code65804ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN446014681EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Meek Charitable TrustBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMEEKBusinessNameControlTxt
Phone4175212852PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O Box 1746AddressLine1
CitySpringfieldCity
StateMOState
ZIP Code65801ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTerry O MeekPersonNm
Person TitleTrusteePersonTitleTxt
Signature2014-02-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKelley McKenziePreparerPersonNm
PTINP00389093PTIN
Phone4178835348PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$271,438FMVAssetsEOYAmt
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$14,857DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,857DividendsNetInvstIncmAmt
Dividends Adj Net Incm$14,857DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,245NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,000GrossSalesPriceAmt
Total Rev And Expnss$10,612TotalRevAndExpnssAmt
Total Net Invst Incm$14,857TotalNetInvstIncmAmt
Total Adj Net Incm$14,857TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$1,000AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$168TaxesRevAndExpnssAmt
Taxes Adj Net Incm$168TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$168TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$56OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$56OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$56OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,224TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,224TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,224TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,224TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,224TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$11,224TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$612ExcessRevenueOverExpensesAmt
Net Investment Income$14,857NetInvestmentIncomeAmt
Adjusted Net Income$13,633AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,412CashBOYAmt
Cash EOY$8,188CashEOYAmt
Cash EOYFMV$8,188CashEOYFMVAmt
Corporate Stock BOY$3,800CorporateStockBOYAmt
Corporate Stock EOY$3,800CorporateStockEOYAmt
Corporate Stock EOYFMV$3,800CorporateStockEOYFMVAmt
Corporate Bonds BOY$311,760CorporateBondsBOYAmt
Corporate Bonds EOY$312,372CorporateBondsEOYAmt
Corporate Bonds EOYFMV$259,450CorporateBondsEOYFMVAmt
Total Assets BOY$324,972TotalAssetsBOYAmt
Total Assets EOY$324,360TotalAssetsEOYAmt
Total Assets EOYFMV$271,438TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$192,374CapitalStockBOYAmt
Capital Stock EOY$192,374CapitalStockEOYAmt
Retained Earning BOY$132,598RetainedEarningBOYAmt
Retained Earning EOY$131,986RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$324,972TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$324,360TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$324,972TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$324,360TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$324,972TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$612ExcessRevenueOverExpensesAmt
Subtotal$324,360SubtotalAmt
Tot Net Ast Or Fund Balances EOY$324,360TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income-$4,245CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$17,208AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$265,745NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.06475DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,267AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$252,300NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.03277DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,842AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$239,856NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.03270DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,017AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$224,005NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04918DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,549AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$177,436NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04255DistributionYr5Rt
Total Distribution0.22194TotalDistributionRt
Average Distribution0.04439AverageDistributionRt
Net Vl Noncharitable Assets$269,485NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$11,962AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$149NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$12,111AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$11,224QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$297InvestmentIncomeExciseTaxAmt
Subtotal$297SubtotalAmt
Tax Based On Investment Income$297TaxBasedOnInvestmentIncomeAmt
Tax Due$297TaxDueAmt

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 MeekBusinessNameLine1
FieldValueIRS element (for citing)
Phone4175212852PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11311 E WoodhurstAddressLine1
CitySpringfieldCity
StateMOState
ZIP Code65804ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Michael E Meek
3611 17th StreetSacramentoCA95818Trustee0.00$0
Terry O Meek
P O Box 1746SpringfieldMO65801Trustee0.00$0
William C Meek
P O 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$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$267,721AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,868AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$273,589TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$273,589AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,104CashDeemedCharitableAmt
Net Vl Noncharitable Assets$269,485NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,474MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,474MinimumInvestmentReturnAmt
Tax Based On Investment Income$297TaxBasedOnInvestmentIncomeAmt
Total Tax$297TotalTaxAmt
Distributable Before Adj$13,177DistributableBeforeAdjAmt
Distributable Before Ded$13,177DistributableBeforeDedAmt
Distributable As Adjusted$13,177DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,224ExpensesAndContributionsAmt
Qualifying Distributions$11,224QualifyingDistributionsAmt
Adjusted Qualifying Distri$11,224AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,177DistributableAsAdjustedAmt
Undistributed Income PY$3,342UndistributedIncomePYAmt
Qualifying Distributions$11,224QualifyingDistributionsAmt
Applied To Year1$3,342AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,882AppliedToCurrentYearAmt
Undistributed Income CY$5,295UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Boy Scouts of America
1616 S Eastgate AveSpringfieldMO65809NonePublicGeneral fund$1,000
Mo Colleges Fund Inc
3702 W Truman Rd 319Jefferson CityMO65109NonePublicGeneral fund$250
Southwest Baptist Univ
1600 University AveBolivarMO65613NonePublicGeneral fund$1,500
Ozarks Regional YMCA
1901 East Republic RoadSpringfieldMO65804NonePublicGeneral fund$2,000
Discovery Center of Springfield
438 E St Louis StSpringfieldMO65806None501(c)(3)General fund$500
Ozarks Counseling Center
1550 E Battlefield St Ste ASpringfieldMO65804None501(c)(3)General fund$250
Help Give Hope
2733 E Battlefield Suite 332SpringfieldMO65804None501(c)(3)General fund$250
JDRF International
26 Broadway FL 14New YorkNY10004None501(c)(3)General fund$1,000
Ashley House
2740 E PythianSpringfieldMO65802None501(c)(3)General fund$250
Society of St Vincent DePaul
123 N 8th StreetPoplar BluffMO63901None501(c)(3)General fund$500
Boys and Girls Club of Springfield
1410 N Fremont AveSpringfieldMO65802None501(c)(3)General fund$1,500
J B Anderson Scholarship Fund
425 E TrafficwaySpringfieldMO65801None501(c)(3)General fund$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,857ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$4,245RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$14,857ExclusionAmt
Related Or Exempt Function Incm-$4,245RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,612TotalIncomeProducingActyAmt

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$199,527$180,173
Federated High Income Bond Fund A - SN$112,845$79,277

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$56RevenueAndExpensesPerBooksAmt
Adjusted Net Income$56AdjustedNetIncomeAmt
Disbursements Charitable Prps$56DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise taxCategoryTxt
Amt$168Amt
Adjusted Net Income$168AdjustedNetIncomeAmt
Disbursements Charitable Prps$168DisbursementsCharitablePrpsAmt