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MEEK CHARITABLE TRUST: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MEEK CHARITABLE TRUST (EIN 44-6014681)
Tax period
2024-11-01 to 2025-10-31
Filed
2026-03-05
IRS object ID
202630649349100923
Schema version
2024v5.2
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)
Return2026-03-05T13:59:46-08:00ReturnTs
Tax Period End2025-10-31TaxPeriodEndDt

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 Begin2024-11-01TaxPeriodBeginDt

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
Signature2025-03-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert W RebmannPreparerPersonNm
PTINP00915931PTIN
Phone4178835348PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$194,859FMVAssetsEOYAmt
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$7,999DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,999DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,999DividendsAdjNetIncmAmt
Total Rev And Expnss$7,999TotalRevAndExpnssAmt
Total Net Invst Incm$7,999TotalNetInvstIncmAmt
Total Adj Net Incm$7,999TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$1,500AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$299TaxesRevAndExpnssAmt
Taxes Adj Net Incm$299TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$299TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$800OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$800OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$800OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,599TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,599TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,599TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,099TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,599TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$9,099TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,100ExcessRevenueOverExpensesAmt
Net Investment Income$7,999NetInvestmentIncomeAmt
Adjusted Net Income$5,400AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$3,800CorporateStockBOYAmt
Corporate Stock EOY$3,800CorporateStockEOYAmt
Corporate Stock EOYFMV$3,800CorporateStockEOYFMVAmt
Corporate Bonds BOY$191,142CorporateBondsBOYAmt
Corporate Bonds EOY$190,042CorporateBondsEOYAmt
Corporate Bonds EOYFMV$179,980CorporateBondsEOYFMVAmt
Other Investments BOY$10,702OtherInvestmentsBOYAmt
Other Investments EOY$10,702OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,079OtherInvestmentsEOYFMVAmt
Total Assets BOY$205,644TotalAssetsBOYAmt
Total Assets EOY$204,544TotalAssetsEOYAmt
Total Assets EOYFMV$194,859TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$192,374CapitalStockBOYAmt
Capital Stock EOY$192,374CapitalStockEOYAmt
Retained Earning BOY$13,270RetainedEarningBOYAmt
Retained Earning EOY$12,170RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$205,644TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$204,544TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$205,644TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$204,544TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$205,644TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,100ExcessRevenueOverExpensesAmt
Subtotal$204,544SubtotalAmt
Tot Net Ast Or Fund Balances EOY$204,544TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$111InvestmentIncomeExciseTaxAmt
Subtotal$111SubtotalAmt
Tax Based On Investment Income$111TaxBasedOnInvestmentIncomeAmt
Tax Due$111TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
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)
Phone4178480848PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14035 S Fremont AveAddressLine1Txt
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
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
17240 Hawthorne AveAndersonCA96007Trustee0.00$0
Terry O Meek
4035 S Fremont AveSpringfieldMO65804Trustee0.00$0
William C Meek
120 S Glencoe StDenverCO80246Trustee0.00$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$185,177AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$185,177TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$185,177AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,778CashDeemedCharitableAmt
Net Vl Noncharitable Assets$182,399NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,120MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,120MinimumInvestmentReturnAmt
Tax Based On Investment Income$111TaxBasedOnInvestmentIncomeAmt
Total Tax$111TotalTaxAmt
Distributable Before Adj$9,009DistributableBeforeAdjAmt
Distributable Before Ded$9,009DistributableBeforeDedAmt
Distributable As Adjusted$9,009DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,099ExpensesAndContributionsAmt
Qualifying Distributions$9,099QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,009DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$7,926ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,746ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,039ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,711TotalExcessDistributionCyovAmt
Qualifying Distributions$9,099QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,009AppliedToCurrentYearAmt
Remaining Distri From Corpus$90RemainingDistriFromCorpusAmt
Total Corpus$12,801TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$12,801ExcessDistriCyovToNextYrAmt
Excess From Year3$7,926ExcessFromYear3Amt
Excess From Year2$3,746ExcessFromYear2Amt
Excess From Year1$1,039ExcessFromYear1Amt
Excess From Current Year$90ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 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
Mercy Health Foundation
3265 S National Avenue Suite 200SpringfieldMO65807None501(c)(3)General fund$2,000
Springfield Workshop Foundation
2836 W BennettSpringfieldMO65802None501(c)(3)General fund$500
The Child Advocacy Center
1033 E WalnutSpringfieldMO65806None501(c)(3)General fund$1,500
Springfield Symphony Orchestra
411 N Sherman ParkwaySpringfieldMO65802None501(c)(3)General fund$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,999ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,999ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,999TotalIncomeProducingActyAmt

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$1,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$1,500AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,500DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Baird Aggregate Bond Fund$59,592$53,066
Commerce Bond Fund$55,070$50,838
Dodge & Cox Income Fd$53,695$55,445
Fidelity Advisor Floating Rate$6,269$6,276
Vanguard High Yield$15,416$14,355

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemXtracker USD High Yield Corp Bond FdCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$10,702BookValueAmt
EOYFMV$11,079EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank chargesDesc
Revenue And Expenses Per Books$800RevenueAndExpensesPerBooksAmt
Adjusted Net Income$800AdjustedNetIncomeAmt
Disbursements Charitable Prps$800DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise taxCategoryTxt
Amt$299Amt
Adjusted Net Income$299AdjustedNetIncomeAmt
Disbursements Charitable Prps$299DisbursementsCharitablePrpsAmt