MEEK CHARITABLE TRUST: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MEEK CHARITABLE TRUST (EIN 44-6014681)
- Tax period
- 2012-11-01 to 2013-10-31
- Filed
- 2014-03-10
- IRS object ID
- 201430699349100258
- Schema version
- 2012v2.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-10T13:56:12-07:00 | Timestamp |
| Tax Period End Date | 2013-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roberts McKenzie Mangan & Cummings PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4035 S Fremont | AddressLine1 |
| City | Springfield | City |
| State | MO | State |
| ZIP Code | 65804 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446014681 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Meek Charitable Trust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MEEK | NameControl |
| Phone | 4175212852 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 1746 | AddressLine1 |
| City | Springfield | City |
| State | MO | State |
| ZIP Code | 65801 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Terry O Meek | Name |
| Title | Trustee | Title |
| Date Signed | 2013-03-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kelley McKenzie | Name |
| PTIN | P00389093 | PTIN |
| Phone | 4178835348 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 269248 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 16771 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 16771 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 16771 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -8943 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 20000 | GrossSalesPrice |
| Total Revenue And Expenses | 7828 | TotalRevenueAndExpenses |
| Total Net Investment Income | 16771 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 16771 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1000 | AccountingFeesRevAndExpnss |
| Accounting Fees Adj Net Incm | 1000 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1000 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 376 | TaxesRevAndExpnss |
| Taxes Adj Net Incm | 376 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 376 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1376 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 1376 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1376 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 16000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 16000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 17376 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 1376 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 17376 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -9548 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 16771 | NetInvestmentIncome |
| Adjusted Net Income | 15395 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4857 | CashBOY |
| Cash EOY | 9412 | CashEOY |
| Cash EOYFMV | 9412 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1931 | SavingsAndTempCashInvstBOY |
| Investments Corp Stock BOY | 3800 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3800 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3800 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 323932 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 311760 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 256036 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 334520 | TotalAssetsBOY |
| Total Assets EOY | 324972 | TotalAssetsEOY |
| Total Assets EOYFMV | 269248 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 192374 | CapitalStockBOY |
| Capital Stock EOY | 192374 | CapitalStockEOY |
| Retained Earnings BOY | 142146 | RetainedEarningsBOY |
| Retained Earnings EOY | 132598 | RetainedEarningsEOY |
| Total Net Assets BOY | 334520 | TotalNetAssetsBOY |
| Total Net Assets EOY | 324972 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 334520 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 324972 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 334520 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -9548 | ExcessOfRevenueOverExpenses |
| Subtotal | 324972 | Subtotal |
| Total Net Assets Fund Balances EOY | 324972 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -8943 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 8267 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 252300 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.03277 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 7842 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 239856 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.03270 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 11017 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 224005 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04918 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 7549 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 177436 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04255 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 9488 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 204247 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04645 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.20364 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04073 | AverageDistributionRatio |
| Net Noncharitable Assets | 265745 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 10824 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 168 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 10992 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 17376 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 168 | InvestmentIncomeExciseTax |
| Subtotal | 168 | Subtotal |
| Tax Based On Investment Income | 168 | TaxBasedOnInvestmentIncome |
| Tax Due | 168 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MO | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Terry O Meek | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4175212852 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1311 E Woodhurst | AddressLine1 |
| City | Springfield | City |
| State | MO | State |
| ZIP Code | 65804 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| William C Meek | ||||||
| P O Box 255749 | Sacramento | CA | 95865 | Trustee | 0.00 | 0 |
| Terry O Meek | ||||||
| P O Box 1746 | Springfield | MO | 65801 | Trustee | 0.00 | 0 |
| Michael E Meek | ||||||
| 3611 17th Street | Sacramento | CA | 95818 | Trustee | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Sole activity is awarding contributions to Sec. 501(c)(3) organizations | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 255166 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 14626 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 269792 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 269792 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4047 | CashDeemedCharitable |
| Net Noncharitable Assets | 265745 | NetNoncharitableAssets |
| Minimum Investment Return | 13287 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 13287 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 168 | TaxBasedOnInvestmentIncome |
| Total Tax | 168 | TotalTax |
| Distributable Amount Before Adj | 13119 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 13119 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 13119 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 17376 | ExpensesAndContributions |
| Qualifying Distributions | 17376 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 168 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 17208 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 13119 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 7599 | UndistributedIncomePriorYear |
| Qualifying Distributions | 17376 | QualifyingDistributions |
| Applied To Year1 | 7599 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 9777 | AppliedToCurrentYear |
| Undistributed Income CY | 3342 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Sacred Heart Parish | |||||||
| 123 N 8th Street | Poplar Bluff | MO | 63901 | None | 501(c)(3) | General fund | $1,500 |
| Springfield Workshop Foundation | |||||||
| 2835 W Bennett St | Springfield | MO | 65802 | None | 501(c)(3) | General fund | $250 |
| Millwood Christian Church | |||||||
| 3450 W Pleasant Grove Rd | Rogers | AR | 72758 | None | 501(c)(3) | General fund | $500 |
| Braddyville IA Christian Church | |||||||
| P O Box 95 | Braddyville | IA | 51631 | None | 501(c)(3) | General fund | $250 |
| Ozarks Counseling Center | |||||||
| 1550 E Battlefield St Ste A | Springfield | MO | 65804 | None | 501(c)(3) | General fund | $500 |
| Hospice Foundation of the Ozarks In | |||||||
| P O Box 9226 | Springfield | MO | 65801 | None | 501(c)(3) | General fund | $500 |
| Discovery Center of Springfield | |||||||
| 438 E St Louis St | Springfield | MO | 65806 | None | 501(c)(3) | General fund | $500 |
| Catholic Charities of Southern Miss | |||||||
| 601 S Jefferson Ave | Springfield | MO | 65806 | None | Public | General fund | $1,000 |
| Ozarks Regional YMCA | |||||||
| 1901 East Republic Road | Springfield | MO | 65804 | None | Public | General fund | $4,250 |
| The Childs Advocacy Center | |||||||
| 1033 East Walnut Street | Springfield | MO | 65806 | None | Public | General fund | $2,000 |
| Southwest Baptist Univ | |||||||
| 1600 University Ave | Bolivar | MO | 65613 | None | Public | General fund | $2,500 |
| Mo Colleges Fund Inc | |||||||
| 3702 W Truman Rd 319 | Jefferson City | MO | 65109 | None | Public | General fund | $250 |
| Boy Scouts of America | |||||||
| 1616 S Eastgate Ave | Springfield | MO | 65809 | None | Public | General fund | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 16000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16,771 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -8943 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,771 | ExclusionAmount |
| Related Or Exempt Function Income | -8943 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 7828 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RMMC | Category |
| Amount | $1,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 1000 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1000 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Federated High Income Bond Fund A - SN | 122196 | 85305 |
| Federated High Income Bond Fund A | 189564 | 170731 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Missouri Development Finance Corp | 1000 | 1000 |
| West Plains Development Corp | 2500 | 2500 |
| Lockwood Development Corp | 300 | 300 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax | Category |
| Amount | $376 | Amount |
| Adjusted Net Income | 376 | AdjustedNetIncome |
| Disbursements Charitable Prps | 376 | DisbursementsCharitablePrps |