STRATEGY STUDIO / PUBLIC DATA EXPLORER

MEEK CHARITABLE TRUST: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
MEEK CHARITABLE TRUST (EIN 44-6014681)
Tax period
2011-11-01 to 2012-10-31
Filed
2013-02-15
IRS object ID
201300469349100215
Schema version
2011v1.5
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)
Timestamp2013-02-15T12:50:17-08:00Timestamp
Tax Period End Date2012-10-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line14035 S FremontAddressLine1
CitySpringfieldCity
StateMOState
ZIP Code65804ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-11-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN446014681EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Meek Charitable TrustBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMEEKNameControl
Phone4175212852Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameTerry O MeekName
TitleTrusteeTitle
Date Signed2013-02-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKelley McKenzieName
Phone4178835348Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY268324FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss18314DividendsRevAndExpnss
Dividends Net Invst Incm18314DividendsNetInvstIncm
Dividends Adj Net Incm18314DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss477NetGainSaleAssetsRevAndExpnss
Gross Sales Price5000GrossSalesPrice
Capital Gain Net Incm Net Invst Incm477CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses18791TotalRevenueAndExpenses
Total Net Investment Income18791TotalNetInvestmentIncome
Total Adjusted Net Income18314TotalAdjustedNetIncome
Accounting Fees Rev And Expnss1000AccountingFeesRevAndExpnss
Accounting Fees Adj Net Incm1000AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps1000AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss355TaxesRevAndExpnss
Taxes Adj Net Incm355TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps355TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss112OtherExpensesRevAndExpnss
Other Expenses Adj Net Incm112OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps112OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1467TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm1467TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1467TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss6800ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps6800ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss8267TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm1467TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps8267TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses10524ExcessOfRevenueOverExpenses
Net Investment Income18791NetInvestmentIncome
Adjusted Net Income16847AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY124CashBOY
Cash EOY4857CashEOY
Cash EOYFMV4857CashEOYFMV
Savings And Temp Cash Invst BOY5968SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1931SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1931SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY3800InvestmentsCorpStockBOY
Investments Corp Stock EOY3800InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV3800InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY314104InvestmentsCorpBondsBOY
Investments Corp Bonds EOY323932InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV257736InvestmentsCorpBondsEOYFMV
Total Assets BOY323996TotalAssetsBOY
Total Assets EOY334520TotalAssetsEOY
Total Assets EOYFMV268324TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY192374CapitalStockBOY
Capital Stock EOY192374CapitalStockEOY
Retained Earnings BOY131622RetainedEarningsBOY
Retained Earnings EOY142146RetainedEarningsEOY
Total Net Assets BOY323996TotalNetAssetsBOY
Total Net Assets EOY334520TotalNetAssetsEOY
Total Liabilities Net Assets BOY323996TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY334520TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY323996TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses10524ExcessOfRevenueOverExpenses
Subtotal334520Subtotal
Total Net Assets Fund Balances EOY334520TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income477CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year17842QualifyingDistributionsYear1
Noncharitable Assets Year1239856NoncharitableAssetsYear1
Distribution Ratio Year10.03270DistributionRatioYear1
Qualifying Distributions Year211017QualifyingDistributionsYear2
Noncharitable Assets Year2224005NoncharitableAssetsYear2
Distribution Ratio Year20.04918DistributionRatioYear2
Qualifying Distributions Year37549QualifyingDistributionsYear3
Noncharitable Assets Year3177436NoncharitableAssetsYear3
Distribution Ratio Year30.04255DistributionRatioYear3
Qualifying Distributions Year49488QualifyingDistributionsYear4
Noncharitable Assets Year4204247NoncharitableAssetsYear4
Distribution Ratio Year40.04645DistributionRatioYear4
Qualifying Distributions Year56755QualifyingDistributionsYear5
Noncharitable Assets Year5217795NoncharitableAssetsYear5
Distribution Ratio Year50.03102DistributionRatioYear5
Total Distribution Ratio0.20189TotalDistributionRatio
Average Distribution Ratio0.04038AverageDistributionRatio
Net Noncharitable Assets252300NetNoncharitableAssets
Adjusted Noncharitable Assets10187AdjustedNoncharitableAssets
One Percent Net Investment Income188OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One10375AdjNonchrtblAssetsAndOnePct
Qualifying Distributions8267QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax376InvestmentIncomeExciseTax
Subtotal376Subtotal
Tax Based On Investment Income376TaxBasedOnInvestmentIncome
Tax Due376TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithMOStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1Terry O MeekBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number4175212852BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11311 E WoodhurstAddressLine1
CitySpringfieldCity
StateMOState
ZIP Code65804ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
William C Meek
P O Box 255749SacramentoCA95865Trustee0.000
Terry O Meek
P O Box 1746SpringfieldMO65801Trustee0.000
Michael E Meek
3611 17th StreetSacramentoCA95818Trustee0.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1Sole activity is awarding contributions to Sec. 501(c)(3) organizationsDescription1
Expenses10Expenses1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities251480AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances4662AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets256142TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets256142AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3842CashDeemedCharitable
Net Noncharitable Assets252300NetNoncharitableAssets
Minimum Investment Return12615MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return12615MinimumInvestmentReturn
Tax Based On Investment Income376TaxBasedOnInvestmentIncome
Total Tax376TotalTax
Distributable Amount Before Adj12239DistributableAmountBeforeAdj
Distributable Amount Before Ded12239DistributableAmountBeforeDed
Distributable Amount As Adjusted12239DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions8267ExpensesAndContributions
Qualifying Distributions8267QualifyingDistributions
Adj Qualifying Distributions8267AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted12239DistributableAmountAsAdjusted
Undistributed Income Prior Year3627UndistributedIncomePriorYear
Qualifying Distributions8267QualifyingDistributions
Applied To Year13627AppliedToYear1
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year4640AppliedToCurrentYear
Undistributed Income CY7599UndistributedIncomeCY

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
All Saints Anglican Church
2710 E Inman StSpringfieldMO65804NonePublicGeneral fund$500
Catholic Charities of Southern Miss
601 S Jefferson AveSpringfieldMO65806NonePublicGeneral fund$1,000
Sacred Heart Catholic Church
1609 N SummitSpringfieldMO65803NonePublicGeneral fund$750
Ozarks Regional YMCA
1901 East Republic RoadSpringfieldMO65804NonePublicGeneral fund$250
The Childs Advocacy Center
1033 East Walnut StreetSpringfieldMO65806NonePublicGeneral fund$300
Greater Ozark Chapter American Red
1545 N West BypassSpringfieldMO65803NonePublicGeneral fund$1,500
Southwest Baptist Univ
1600 University AveBolivarMO65613NonePublicGeneral fund$1,250
Mo Colleges Fund Inc
3702 W Truman Rd 319Jefferson CityMO65109NonePublicGeneral fund$250
Boy Scouts of America
1616 S Eastgate AveSpringfieldMO65809NonePublicGeneral fund$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year6800TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$18,314ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income477RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$18,314ExclusionAmount
Related Or Exempt Function Income477RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA18791TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryRMMCCategory
Amount$1,000Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income1000AdjustedNetIncome
Disbursements Charitable Prps1000DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (2 entries)

Name Of BondNameOfBondEOY Book ValueEOYBookValueEOYFMVEOYFMV
Federated High Income Bond Fund A - SN14505998317
Federated High Income Bond Fund A178873159419

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (3 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
Missouri Development Finance Corp10001000
West Plains Development Corp25002500
Lockwood Development Corp300300

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBank chargesDescription
Revenue And Expenses Per Books112RevenueAndExpensesPerBooks
Adjusted Net Income112AdjustedNetIncome
Disbursements Charitable Prps112DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryExcise taxCategory
Amount$355Amount
Adjusted Net Income355AdjustedNetIncome
Disbursements Charitable Prps355DisbursementsCharitablePrps