JONES TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JONES TRUST (EIN 71-0718507)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-01
- IRS object ID
- 202423069349100917
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-01T16:09:59-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 710355269 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANDMARK PLC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2003 SOUTH HORSEBARN ROAD SUITE 4 | AddressLine1Txt |
| City | ROGERS | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72758 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 710718507 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JONES TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JONE | BusinessNameControlTxt |
| Phone | 4797568090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 922 E EMMA AVE | AddressLine1Txt |
| City | SPRINGDALE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72764 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS SOOTER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4797568090 | PhoneNum |
| Signature | 2024-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN D EVANS | PreparerPersonNm |
| PTIN | P00736358 | PTIN |
| Phone | 4796364461 | PhoneNum |
| Preparation | 2024-11-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $75,642,736 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $771,776 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $57,817 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57,817 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $57,817 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,506,588 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,506,588 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,506,588 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $2,097,871 | GrossRentsRevAndExpnssAmt |
| Gross Rents Adj Net Incm | $2,097,871 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $2,097,871 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,645,562 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,692,208 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,645,562 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $320,782 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $320,782 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $320,782 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,400,396 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,530,749 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,983,058 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,205,848 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $673,111 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $532,737 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $97,645 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $18,864 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $78,781 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $859 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $859 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $40,300 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,052,905 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $132,939 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $919,966 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,087 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $12,491 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $30,596 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,500,261 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $2,500,261 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $759,979 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $759,979 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $841,870 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $12,243 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $829,627 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,542,754 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $132,939 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,178,095 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,231,720 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,071,726 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,071,726 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,614,480 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $132,939 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,178,095 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,303,446 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,214,084 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,397,810 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,726 | CashBOYAmt |
| Cash EOY | $112,860 | CashEOYAmt |
| Cash EOYFMV | $112,860 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,126,932 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,666,956 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,666,956 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $92,978 | AcctRcvblAmt |
| Acct Rcvbl BOY | $8,310 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $92,978 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $92,978 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $245,951 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $283,261 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $245,951 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $245,951 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $9,908 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,044 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,044 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $46,624,506 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,031,621 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $51,031,622 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $70,445,371 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $47,962,046 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $24,389,902 | LandBOYAmt |
| Land EOY | $22,483,325 | LandEOYAmt |
| Land EOYFMV | $22,483,325 | LandEOYFMVAmt |
| Total Assets BOY | $72,479,545 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,642,735 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $75,642,736 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $350,255 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $686,342 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $8,084 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $5,556 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $358,339 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $691,898 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $26,463,541 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $25,127,226 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $45,657,665 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $49,823,611 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $72,121,206 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,950,837 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $72,479,545 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $75,642,735 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $72,121,206 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,214,084 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,043,715 | OtherIncreasesAmt |
| Subtotal | $74,950,837 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $74,950,837 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| TIAA VARIOUS LT SALES | P | 2023-12-31 | $18,391,755 | $17,163,272 | $1,228,483 | $1,228,483 | |
| ARVEST VARIOUS ST | P | 2023-12-31 | $168,340 | $177,993 | -$9,653 | -$9,653 | 2023-01-01 |
| ARVEST VARIOUS LT | P | 2023-12-31 | $746,361 | $630,799 | $115,562 | $115,562 | |
| VANGUARD 4326 VARIOUS LT | P | 2023-12-31 | $711,552 | $520,953 | $190,599 | $190,599 | |
| VANGUARD 5969 VARIOUS LT | P | 2023-12-31 | $671,593 | $553,629 | $117,964 | $117,964 | |
| ARVEST CAPITAL GAIN DISTRIBUTION | P | $2,607 | $2,607 | $2,607 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,645,562 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$9,653 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 2010-05-19 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIS SOOTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4797568090 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 922 E EMMA AVE | AddressLine1Txt |
| City | SPRINGDALE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72764 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DR JOEL CARVER | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BETSY PHILLIPS | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ARCHIE SCHAFFER III | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ADAM ARROYOS | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRANDON TAYLOR | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CELIA SWANSON | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | BOARD CHAIR | 1.00 | $0 | $0 | $0 |
| ROBYN BRESHEARS | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | BOARD VICE CHAIR | 1.00 | $0 | $0 | $0 |
| RUSSELL TOOLEY | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | PAST BOARD CHAIR | 1.00 | $0 | $0 | $0 |
| MIKE LUTTRELL | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| JEFFREY WILLIAMS | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRIS SOOTER | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | CFO | 40.00 | $0 | $0 | $0 |
| JASON NICHOL | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JANE EWING | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TERRI TROTTER | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | PRESIDENT/CEO | 40.00 | $0 | $0 | $0 |
| CARMEN KINGSTON | ||||||||
| 2610 NW A STREET | BENTONVILLE | AR | 72712 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARSHALL NEY | ||||||||
| 56 W CHAMPIONS BLVD | ROGERS | AR | 72758 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CIVITAS INC | |||||
| 1200 BANNOCK ST | DENVER | CO | 80204 | CONSULTANT | $839,083 |
| JOHNSON MECHANICAL CONTRACTORS | |||||
| 513 W PRAIRIE ST | FAYETTEVILLE | AR | 72701 | CONTRACTOR | $440,519 |
| WALKER BROTHERS INSURANCE | |||||
| PO BOX 7570 | SPRINGDALE | AR | 72766 | INSURANCE BROKER | $220,585 |
| TITAN LAWN & LANDSCAPE LLC | |||||
| PO BOX 669 | FARMINGTON | AR | 72730 | LAWNCARE | $133,441 |
| THYSSENKRUPP ELEVATOR CORPORATION | |||||
| PO BOX 3796 | CAROL STREAM | IL | 60132 | ELEVATOR MAINTENANCE | $72,615 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 7 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDE RECREATIONAL AND EDUCATIONAL FACILITIES FOR CITIZENS OF NORTHWEST ARKANSAS. | Description1Txt |
| Expenses1 | $3,303,446 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $48,798,284 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,791,719 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,590,003 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,590,003 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $758,850 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,831,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,491,558 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,303,446 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,303,446 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2010-05-19 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $152,367 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $152,367 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $129,512 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $129,512 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,303,446 | CurrentYearAmt |
| Year1 | $4,182,827 | Year1Amt |
| Year2 | $2,504,701 | Year2Amt |
| Year3 | $2,362,271 | Year3Amt |
| Total | $12,353,245 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,303,446 | CurrentYearAmt |
| Year1 | $4,182,827 | Year1Amt |
| Year2 | $2,504,701 | Year2Amt |
| Year3 | $2,362,271 | Year3Amt |
| Total | $12,353,245 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $75,642,735 | CurrentYearAmt |
| Year1 | $72,479,546 | Year1Amt |
| Year2 | $87,208,961 | Year2Amt |
| Year3 | $83,764,845 | Year3Amt |
| Total | $319,096,087 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $21,948,656 | CurrentYearAmt |
| Year1 | $24,389,902 | Year1Amt |
| Year2 | $25,729,239 | Year2Amt |
| Year3 | $27,484,963 | Year3Amt |
| Total | $99,552,760 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,661,039 | CurrentYearAmt |
| Year1 | $1,697,048 | Year1Amt |
| Year2 | $1,934,967 | Year2Amt |
| Year3 | $1,613,221 | Year3Amt |
| Total | $6,906,275 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JONES CENTER FOR FAMILIES INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 922 E EMMA AVE | AddressLine1Txt |
| City | SPRINGDALE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72764 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROVIDE FUNDING FOR THE JONES CENTER | GrantOrContributionPurposeTxt |
| Amt | $1,071,726 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,071,726 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,817 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,506,588 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,097,871 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,645,562 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| VENDING | 03 | $9,171 |
| PRINT SHOP | 03 | $2,895 |
| MISCELLANEOUS | 03 | $308,716 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,628,620 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,628,620 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ETHEL M PRESTON TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5000 | AddressLine1Txt |
| City | SPRINGDALE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72765 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $62,821 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $40,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40,300 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $51,031,621 | EOYBookValueAmt |
| EOYFMV | $51,031,622 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $859 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $859 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $54,291 | $0 | $899 | $53,392 |
| INSURANCE | $134,080 | $0 | $9,945 | $124,135 |
| OUTSIDE SERVICES | $63,453 | $0 | $866 | $62,587 |
| REPAIRS & MAINTENANCE | $572,666 | $0 | $0 | $572,666 |
| ADVERTISING | $1,985 | $0 | $0 | $1,985 |
| MISCELLANEOUS | $15,395 | $0 | $533 | $14,862 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| VENDING | $9,171 | $9,171 | $9,171 |
| PRINT SHOP | $2,895 | $2,895 | $2,895 |
| MISCELLANEOUS | $308,716 | $308,716 | $308,716 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $4,043,715 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $132,939 | $132,939 | $0 | $0 |
| ARCHITECTURAL | $874,685 | $0 | $874,685 | $0 |
| CAPITAL CAMPAIGN | $45,281 | $0 | $45,281 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $43,087 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,491 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30,596 | DisbursementsCharitablePrpsAmt |
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