Civic Intelligence

Rex R Shandy Charitable Trust

990PF • Fiscal year 2020 • EIN 43-6479877

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 20, 2021

Organization Profile
c/o CBT PO Box 70Rock Port, MO 64482

(660) 744-5333

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

6th percentile

-255%

Higher net margin than 6% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

80th percentile

$3,162

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 58.6% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

37th percentile

-3.5%

Faster asset growth than 37% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

-14%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$339,749

Down $12,400 (-3.5%) from 2019

Net Assets

$339,749

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin6th percentile

Revenue

Down

$5,395

Down $869 (-14%) from 2019

Expenses

Down

$19,165

Down $255 (-1.3%) from 2019

Net Income

Down

-$13,770

Down $614 (-4.7%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $507,246Liabilities 2011: $02011Assets 2012: $484,696Liabilities 2012: $02012Assets 2013: $461,732Liabilities 2013: $02013Assets 2014: $440,200Liabilities 2014: $02014Assets 2015: $420,011Liabilities 2015: $02015Assets 2019: $352,149Liabilities 2019: $02019Assets 2020: $339,749Liabilities 2020: $0Net Assets 2020: $339,7492020Assets 2021: $324,338Liabilities 2021: $0Net Assets 2021: $324,3382021Assets 2022: $308,405Liabilities 2022: $0Net Assets 2022: $308,4052022Assets 2023: $295,425Liabilities 2023: $0Net Assets 2023: $295,4252023Assets 2024: $292,450Liabilities 2024: $0Net Assets 2024: $292,4502024

Highlighted filing

2020

Assets$339,749
Liabilities$0
Net Assets$339,749
Open 2020 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2011: $7,470Expenses 2011: $28,211Net Income 2011: -$20,7412011Revenue 2012: $4,628Expenses 2012: $27,143Net Income 2012: -$22,5152012Revenue 2013: $2,801Expenses 2013: $25,752Net Income 2013: -$22,9512013Revenue 2014: $2,811Expenses 2014: $24,342Net Income 2014: -$21,5312014Revenue 2015: $2,461Expenses 2015: $22,640Net Income 2015: -$20,1792015Revenue 2019: $6,264Expenses 2019: $19,420Net Income 2019: -$13,1562019Revenue 2020: $5,395Expenses 2020: $19,165Net Income 2020: -$13,7702020Revenue 2021: $2,952Expenses 2021: $18,364Net Income 2021: -$15,4122021Revenue 2022: $1,330Expenses 2022: $17,263Net Income 2022: -$15,9332022Revenue 2023: $3,073Expenses 2023: $16,053Net Income 2023: -$12,9802023Revenue 2024: $12,935Expenses 2024: $15,847Net Income 2024: -$2,9122024

Highlighted filing

2020

Revenue$5,395
Expenses$19,165
Net Income-$13,770
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 20, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,162-$3,162
Filing and Contact Details

Filer

Filer Name
Rex R Shandy Charitable Trust
EIN
43-6479877
Phone
6607445333
Address
c/o CBT PO Box 70, Rock Port, MO 64482

Signing Officer

Name
Kymm Nuckolls
Title
Assistant Trust Officer
Phone
6607445333
Signed
2021-08-20

Preparer

Firm
Arthur White
Address
302 MAIN ST, TARKIO, MO 64491
Preparer
Arthur D White
Phone
6607365811
Raw XML Appendix285 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt0231
AccountingFeesSchedule/AccountingFeesDetail/Amt0875
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Arthur White & Assoc Income tax preparation
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0644
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0231
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05395
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05395
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05395
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0231
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0644
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0231
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0875
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt04306
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt0835
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02327
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0835
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03162
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt015043
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt015043
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-13770
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt05395
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05395
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05395
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04306
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt05395
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt01089
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt018076
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01089
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt019165
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05395
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05395
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt01089
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03033
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01089
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04122
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-13770
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0104
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01474
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0339853
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0352149
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0339749
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017383
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017383
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt017383
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017443
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt060
IRS990PF/DistributableAmountGrp/TotalTaxAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0104
IRS990PF/FMVAssetsEOYAmt0339749
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt012149
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt09749
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt09749
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0352149
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0339749
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0340000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0330000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0330000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0352149
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0339749
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0339749
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0352149
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0339749
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0352149
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0339749
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0354181
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt019181
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0335000
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05313
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017443
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0348868
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0354181
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0Citizens Bank & Trust
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03162
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Rock Port
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd064482
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt018076
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt018076
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt018076
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt013
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0All income is used for contributions or scholarships
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O Box 70
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Rock Port
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd064482
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Kymm Nuckolls
IRS990PF/StatementsRegardingActyGrp/PhoneNum06607445333
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Contributions - see attached list
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Scholarships - see attached list
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Allocation of costs
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt012043
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt03000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt03033
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0None specified
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Citizens Bank Trust
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06607445333
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0Brock Nuckolls or Kymm Nuckolls
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Rock Port
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd064482
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Scholarship recipients must have graduated from high school
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012043
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Attached list
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Attached list
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See attached list contributions
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See attached list scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 70
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 70
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Rockport
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Rockport
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd064482
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd164482
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015043
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03033
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt015043
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017383
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018076
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014350
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015043
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0104
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Estimated tax deposits
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt016
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Security buy/sell fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt044
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt016
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01474
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Interest in books not on tax return
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kymm Nuckolls
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Assistant Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum06607445333
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rex R Shandy Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0REXR
ReturnHeader/Filer/EIN0436479877
ReturnHeader/Filer/PhoneNum06607445333
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o CBT PO Box 70
ReturnHeader/Filer/USAddress/CityNm0Rock Port
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064482
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARTHUR WHITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TARKIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064491
ReturnHeader/PreparerPersonGrp/PhoneNum06607365811
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arthur D White
ReturnHeader/ReturnTs02021-08-20T10:11:37-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kymm
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Nuckolls
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$339,749
Liabilities
$0
Net assets
$339,749
Revenue
$5,395
Expenses
$19,165
Net income
-$13,770
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.13$0.16$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.03$0.16$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.01$0.17$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.03$0.18$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.05$0.19$0.14
2019Summary only. Only limited summary data is available for this year.$3.52$0.00$0.06$0.19$0.13
2015Summary only. Only limited summary data is available for this year.$4.20$0.00$0.02$0.23$0.20
2014Summary only. Only limited summary data is available for this year.$4.40$0.00$0.03$0.24$0.22
2013Summary only. Only limited summary data is available for this year.$4.62$0.00$0.03$0.26$0.23
2012Summary only. Only limited summary data is available for this year.$4.85$0.00$0.05$0.27$0.23
2011Summary only. Only limited summary data is available for this year.$5.07$0.00$0.07$0.28$0.21