Lorence I Millstead Irrevocable Charitable Trust

990PF • Fiscal year 2012 • EIN 43-6820427

May 01, 2011 to Apr 30, 2012 • Filed on Jul 02, 2012

Organization Profile

PO Box 1135663105-0156

Siviq Scores

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

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

No value available

This filing does not contain officer compensation rows.

Source year 2012

0.3%

Faster asset growth than 48% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets27th percentile

Assets

$3,531,116

Up $9,679 (+0.3%) from 2011

Net Assets

$3,531,116

Up $9,679 (+0.3%) from 2011

Liabilities

Flat

Flat from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$235,155

Up $10,942 (+4.9%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

Highlighted filing

2012

Assets$3,531,116

Liabilities$0

Net Assets$3,531,116

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$235,155

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: May 1, 2011 to Apr 30, 2012
Signed: Jul 2, 2012
Return Version: 2011v1.2

Compensation and Service Providers

Top Officer PayScore unavailable

Employees

Name	Title	Full / Part Time	Base	Other	Total
COMMERCE TRUST COMPANY	Trustee	-	$27,531	-	$27,531

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	SHRINERS HOSPITALS FOR CHILDREN	GENERAL OPERATIONS	PUBLIC CHARITY	TAMPA, FL, US	$41,224
Paid Grant	THE SALVATION ARMY	GENERAL OPERATIONS	PUBLIC CHARITY	ST LOUIS, MO, US	$41,224
Paid Grant	BOYS & GIRLS CLUB	GENERAL OPERATIONS	PUBLIC CHARITY	SPRINGFIELD, MO, US	$41,224
Paid Grant	COLLEGE OF THE OZARKS	GENERAL OPERATIONS	PUBLIC CHARITY	POINT LOOKOUT, MO, US	$41,224
Paid Grant	ST JUDE CHILDRENS RESEARCH HOSPITAL	GENERAL OPERATIONS	PUBLIC CHARITY	MEMPHIS, TN, US	$41,224

Filing and Contact Details

Filer

EIN: 43-6820427

Raw XML Appendix399 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.

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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	4	41224
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	4	GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	SHRINERS HOSPITALS FOR CHILDREN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	THE SALVATION ARMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	BOYS & GIRLS CLUB
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	3	COLLEGE OF THE OZARKS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	4	ST JUDE CHILDRENS RESEARCH HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine2	0	ATTN JIM ROWE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine2	1	ATTN KATHY PROBST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine2	2	ATTN CHARLES HUGHS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine2	3	ATTN KARLA R CARRICO CTFA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	4	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	4	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	PO BOX 31356
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	PO BOX 21787
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	1410 N FREMONT AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	PO BOX 17
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	501 ST JUDE PLACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	TAMPA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	ST LOUIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	SPRINGFIELD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	POINT LOOKOUT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	4	MEMPHIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	4	TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	336313356
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	631090787
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	658022007
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	65726
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	38105
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	206120
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	211626
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	228784
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	197389
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	16327
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	17158
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	17158
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	196558
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	0
IRS990PF/UndistributedIncome/ExcessFromYear1	0	0
IRS990PF/UndistributedIncome/ExcessFromYear2	0	196558
IRS990PF/UndistributedIncome/ExcessFromYear3	0	0
IRS990PF/UndistributedIncome/ExcessFromYear4	0	0
IRS990PF/UndistributedIncome/PriorYear1	0	2009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	211626
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	196558
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	213716
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
OtherAssetsSchedule/OtherAssets/BOYBookValue	0	497598
OtherAssetsSchedule/OtherAssets/BOYBookValue	1	13
OtherAssetsSchedule/OtherAssets/Description	0	MILLSTEAD MINERAL ASSETS
OtherAssetsSchedule/OtherAssets/Description	1	OTHER ASSETS
OtherAssetsSchedule/OtherAssets/EOYBookValue	0	497598
OtherAssetsSchedule/OtherAssets/EOYBookValue	1	13
OtherAssetsSchedule/OtherAssets/EOYFMV	0	1315928
OtherAssetsSchedule/OtherAssets/EOYFMV	1	13
OtherDecreasesSchedule/OtherDecreases/Amount	0	2
OtherDecreasesSchedule/OtherDecreases/Description	0	ROUNDING
OtherExpensesSchedule/OtherExpenses/Description	0	FARM - OTHER EXPENSES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	128
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	128
OtherIncomeSchedule2/OtherIncome/Description	0	FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncome/Description	1	VARIOUS MINERAL ASSET ROYALTIES
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	0	0
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	1	85879
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	409
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	1	85879
TaxesSchedule/Taxes/Amount	0	409
TaxesSchedule/Taxes/Amount	1	50
TaxesSchedule/Taxes/Amount	2	821
TaxesSchedule/Taxes/Amount	3	96
TaxesSchedule/Taxes/Category	0	FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/Taxes/Category	1	FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/Taxes/Category	2	FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category	3	FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	2	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	3	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	1	0
TaxesSchedule/Taxes/NetInvestmentIncome	2	821
TaxesSchedule/Taxes/NetInvestmentIncome	3	96
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	436820427
ReturnHeader/Filer/Name/BusinessNameLine1	0	LORENCE MILLSTEAD CHARITABLE TRUST
ReturnHeader/Filer/NameControl	0	MILL
ReturnHeader/Filer/Phone	0	3147262255
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 11356
ReturnHeader/Filer/USAddress/City	0	CLAYTON
ReturnHeader/Filer/USAddress/State	0	MO
ReturnHeader/Filer/USAddress/ZIPCode	0	631050156
ReturnHeader/Officer/DateSigned	0	2012-07-02
ReturnHeader/Officer/Name	0	COMMERCE TRUST COMPANY
ReturnHeader/Officer/Phone	0	3147262255
ReturnHeader/Officer/Title	0	TRUSTEE
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2011-05-01
ReturnHeader/TaxPeriodEndDate	0	2012-04-30
ReturnHeader/TaxYear	0	2011
ReturnHeader/Timestamp	0	2012-07-02T15:47:00-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,531,116
Liabilities: $0
Net assets: $3,531,116
Revenue: -
Expenses: $235,155
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$4.50	$0.00	$4.50	$0.43	$0.25	$0.18
2024Detailed filing. Detailed filing data is available for this year.	$4.32	$0.00	$4.32	$0.40	$0.23	$0.18
2023Detailed filing. Detailed filing data is available for this year.	$4.15	$0.00	$4.15	$0.25	$0.25	$0.00
2022Detailed filing. Detailed filing data is available for this year.	$4.15	$0.00	$4.15	$0.34	$0.25	$0.09
2021Detailed filing. Detailed filing data is available for this year.	$4.06	$0.00	$4.06	$0.59	$0.23	$0.36
2020Detailed filing. Detailed filing data is available for this year.	$3.70	$0.00	$3.70	$0.09	$0.24	$0.15
2016Summary only. Only limited summary data is available for this year.	$3.71	$0.00		$0.25	$0.25	$0.01
2015Summary only. Only limited summary data is available for this year.	$3.71	$0.00		$0.45	$0.23	$0.22
2014Summary only. Only limited summary data is available for this year.	$3.49	$0.00		$0.27	$0.29	$0.02
2013Summary only. Only limited summary data is available for this year.	$3.50	$0.00		$0.22	$0.26	$0.03
2012Detailed filing. Detailed filing data is available for this year.	$3.53	$0.00	$3.53		$0.24
2011Detailed filing. Detailed filing data is available for this year.	$3.52	$0.00	$3.52		$0.22