2023-05-15T13:34:58-05:00 2022-12-31 FORVIS LLP PO BOX 3667 LITTLE ROCK AR 722033667 990PF 2022-01-01 581880469 TOM J & EDNA MAE CARSON FOUNDATION % JAMES F CARSON TOMJ 9186962222 5000 ROGERS AVENUE SUITE 700 FORT SMITH AR 729032079 JAMES F CARSON OFFICER 4794521040 2023-05-12 true JAMES F CARSON 999009999 KEVIN HORN P00372843 5013721040 3 2022 2023-04-26 12:10:37Z X 17341277 X 0 X 1001 1001 427811 427811 1153180 2210207 1153180 93042 92933 0 1675034 1674925 0 0 1085 0 0 0 1175 588 0 0 153755 82755 0 0 8640 8640 0 0 44105 8387 0 0 8198 8198 216958 108568 0 0 1368187 1368187 1585145 108568 0 1368187 89889 1566357 0 744441 408220 408220 150000 0 150000 150000 7719024 7576567 15249464 1102464 1318998 1533593 9565929 9453785 17341277 0 0 X 3785718 3785718 5780211 5668067 9565929 9453785 9565929 9453785 9565929 89889 9655818 202033 9453785 ST COVERED 169357 177719 -8362 -8362 LT COVERED 869305 845063 24242 24242 LT NONCOVERED 1171545 74001 1097544 1097544 CAPITAL GAIN DIVIDENDS P 39756 CAPITAL GAIN DIVIDENDS P 39756 CAPITAL GAIN DIVIDENDS P 39756 1153180 21772 21772 21772 22772 0 22772 X 389 611 611 false false false false false true true false true true true false false false false true N/A JAMES F CARSON 9186962222 PO BOX 71 STILWELL OK 74960 false false false false true false false false false false false false false false false false false false false false false false false JAMES F CARSON PO BOX 312 Stilwell OK 74960 TRUSTEE 1.0 0 0 0 DREW T CARSON PO BOX 639 Stilwell OK 74960 TRUSTEE 1.0 0 0 0 NONE NONE 16353529 675663 1683593 18712785 0 18712785 280692 18432093 921605 921605 21772 21772 899833 899833 899833 1368187 0 0 0 0 1368187 899833 596921 2020 2019 2018 0 0 1368187 596921 771266 0 0 0 0 128567 0 0 TOM CARSON NONE X OSU FOUNDATION PMB 1219 STILLWATER OK 74078 NONE PC GENERAL SUPPORT 1100 STILWELL PUBLIC SCHOOLS FOUNDATION 1801 W LOCUST STREET STILWELL OK 74960 NONE PC GENERAL SUPPORT 4000 JERMIAH 29 FOUNDATION 115 WEST DIVISION STREET STILWELL OK 74960 NONE PC GENERAL SUPPORT 28000 WATTS SCHOLARSHIP FOUNDATION 616 6TH ST WATTS OK 74964 NONE PC GENERAL SUPPORT 1000 ORCHARD ROAD COMMUNITY OUTREACH PO BOX 675 STILWELL OK 74960 NONE PC GENERAL SUPPORT 30000 WESTVILLE PUBLIC SCHOOL 427 S PARK AVE WESTVILLE OK 74965 NONE GOV GENERAL SUPPORT 300376 ADAIR COUNTY RESOURCE CENTER PO BOX 547 STILWELL OK 74960 NONE GOV GENERAL SUPPORT 12000 STILWELL PUBLIC SCHOOL PO BOX 185 STILWELL OK 74960 NONE GOV GENERAL SUPPORT 114909 KEYS PUBLIC SCHOOL 26622 S 520 RD PARK HILL OK 74451 GOV GENERAL SUPPORT 3287 ADAIR COUNTY HEALTH CENTER PO BOX 272 STILWELL OK 74960 GOV GENERAL SUPPORT 500000 ADAIR COUNTY JUNIOR LIVESTOCK PO BOX 512 STILWELL OK 74960 GOV GENERAL SUPPORT 31750 AR-OK STATE FAIR 4400 MIDLAND BLVD FORT SMITH AR 72904 PC GENERAL SUPPORT 1025 CITY OF STILWELL 50 W DIVISION STILWELL OK 74960 GOV GENERAL SUPPORT 125000 FIGHTING PEACOCKS 226 W DWAIN WILLIS AVENUE VINITA OK 74301 PC GENERAL SUPPORT 1250 MARYETTA PUBLIC SCHOOLS 470819 E 810 RD STILWELL OK 74960 GOV GENERAL SUPPORT 126729 TOWN OF WESTVILLE PO BOX 146 WESTVILLE OK 51500 GOV GENERAL SUPPORT 51500 WESTVILLE PUBLIC SCHOOLS SCHOLARSHIP FUND 427 S PARK AVENUE WESTVILLE OK 74965 PC SCHOLARSHIPS 8600 ZION PUBLIC SCHOOL PO BOX 347 STILWELL OK 74960 GOV GENERAL SUPPORT 27661 1368187 14 1001 14 427811 14 92933 18 1153180 IRS REFUND 01 109 1675034 1675034 false false false false false false false false false false ACCOUNTING 1175 588 0 0 MERRILL LYNCH & AMERITRADE 7576567 15249464 LEGAL FEES 1085 0 0 0 VIDA LONGEVITY FUND, LP 1102464 818898 1030003 APOLLO DEBT SOLUTIONS 0 500100 503590 PARTNERSHIP DISTRIBUTIONS 6549 UNREALIZED LOSS 195484 MISCELLANEOUS 2161 2161 MANAGEMENT FEES 6024 6024 ORGANIZATIONAL COSTS 13 13 OTHER INCOME 92933 92933 0 IRS REFUND 109 0 0 ADAIR COUNTY HEALTH CENTER 150000 150000 2022-12 0 CONSULTING 71000 0 0 0 ADVISOR FEES 82755 82755 0 0 FOREIGN TAXES PAID 8387 8387 0 0 EXCISE TAX 35718 0 0 0