BOB CARVER CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BOB CARVER CHARITABLE TRUST (EIN 81-3023693)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202241319349104234
- Schema version
- 2021v4.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T10:18:42-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 710852459 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Turner Rodgers Manning & Plyler PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 Professional Park Drive | AddressLine1Txt |
| City | Arkadelphia | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 71923 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813023693 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOB CARVER CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | % J DAVID MADDOX | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOBC | BusinessNameControlTxt |
| Phone | 4793946060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 CHURCH AVE | AddressLine1Txt |
| City | MENA | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 71953 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE E STEEL JR | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8708456304 | PhoneNum |
| Signature | 2022-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEORGE | PersonFirstNm |
| Person Last | STEEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RANDALL W TURNER | PreparerPersonNm |
| PTIN | P00051415 | PTIN |
| Phone | 8702464563 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,830,719 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,460 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,460 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,460 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,280 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,280 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,280 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $327,453 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $327,453 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $327,453 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $36,797 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $176 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,975 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $176 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $176 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $955,111 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $955,111 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $955,111 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,291,480 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,291,480 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,291,480 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $110,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $110,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,655 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $3,655 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,235 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $5,235 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $3,692 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $3,692 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $213 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $213 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $107,944 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $107,944 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $107,944 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $660 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $660 | OccupancyAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $182,712 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $182,712 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $182,712 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $414,111 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $290,656 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $414,111 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $390,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $390,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $804,111 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $290,656 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $414,111 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $390,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $487,369 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,000,824 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $877,369 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $352,331 | CashBOYAmt |
| Cash EOY | $464,289 | CashEOYAmt |
| Cash EOYFMV | $464,289 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,104,996 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $396,602 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $396,602 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,710,043 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,752,797 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,588,944 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOYFMV | $4,370,000 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,493,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $820,291 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,780,653 | LandBOYAmt |
| Land EOY | $2,672,709 | LandEOYAmt |
| Other Assets BOY | $13,120 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,885 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,884 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,961,143 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,297,282 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,830,719 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $43,192 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,929 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $5,680 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $4,235 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $25,420 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $26,110 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $74,292 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,274 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,886,851 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,258,008 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,886,851 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,258,008 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,961,143 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,297,282 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,886,851 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $487,369 | ExcessRevenueOverExpensesAmt |
| Other Increases | $89,393 | OtherIncreasesAmt |
| Subtotal | $8,463,613 | SubtotalAmt |
| Other Decreases | $205,605 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,258,008 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SC HWAB TOTAL | P | 2021-03-19 | 2021-12-31 | $33,783 | $33,780 | $3 | $3 |
| .50 ORGANON & CO | P | 2021-05-20 | 2021-06-03 | $17 | $19 | -$2 | -$2 |
| CHARLES SCHWAB 1099 | P | 2021-07-01 | 2021-12-31 | $175 | $175 | $175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $176 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $176 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,911 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,911 | SubtotalAmt |
| Tax Based On Investment Income | $13,911 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $31 | EsPenaltyAmt |
| Tax Due | $3,542 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J DAVID MADDOX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4793946060 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 CHURCH AVE | AddressLine1Txt |
| City | MENA | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 71953 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| J DAVID MADDOX | ||||||
| 520 CHURCH AVE | MENA | AR | 71953 | Trustee | 0.00 | $55,000 |
| GEORGE E STEEL JR | ||||||
| 106 SADDLEBROOK CT | HOT SPRINGS | AR | 71901 | Trustee | 0.00 | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,431,687 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,178,651 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,325,219 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,935,557 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,935,557 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $149,033 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,786,524 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $489,326 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $489,326 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,911 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $196,847 | IncomeTaxAmt |
| Total Tax | $210,758 | TotalTaxAmt |
| Distributable Before Adj | $278,568 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $278,568 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $278,568 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $390,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $390,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $278,568 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $390,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $278,568 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,432 | RemainingDistriFromCorpusAmt |
| Total Corpus | $111,432 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $111,432 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $111,432 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | J DAVID MADDOX | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 CHURCH AVENUE | AddressLine1Txt |
| City | MENA | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 71953 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4793946060 | RecipientPhoneNum |
| Recipient Email Address | david@maddoxmaddox.com | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AS PER APPLICATION | SubmissionDeadlinesTxt |
| Restrictions On Awards | AS PER APPLICATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| RAZORBACK FOUNDATION INC | ||||||
| 1295 S RAZORBACK RD STE A | FAYETTEVILLE | AR | 72701 | NONE | CAPITAL IMPROVEMENTS | $100,000 |
| CATHOLIC HIGH SCHOOL FOUNDATION | ||||||
| 6300 FATHER TRIBOU STREET | LITTLE ROCK | AR | 72205 | NONE | SCHOLARSHIPS | $25,000 |
| PARK | ||||||
| 6915 GEYER SPRINGS RD | LITTLE ROCK | AR | 72209 | NONE | GENERAL OPERATING EXPENSES | $50,000 |
| UNIVERSITY OF ARKANSAS RICH MOUNTAI | ||||||
| 1100 COLLEG DRIVE | MENA | AR | 71953 | NONE | SCHOLARSHIPS | $100,000 |
| POLK COUNTY DEVELOPMENTAL CENTER | ||||||
| 201 S MORROW ST / PO BOX 926 | MENA | AR | 71953 | NONE | GENERAL OPERATING EXPENSES | $10,000 |
| MENA BEARAT FOUNDATION | ||||||
| 206 HIGHWAY 71 NORTH | MENA | AR | 71953 | NONE | GENERAL OPERATING EXPENSES | $10,000 |
| OUACHTA LITTLE THEATER | ||||||
| 610 MENA ST PO BOX 1217 | MENA | AR | 71953 | NONE | GENERAL OPERATING EXPENSES | $10,000 |
| SOUTHWEST ARTISTS INC | ||||||
| 607 MENA STREET | MENA | AR | 71953 | NONE | GENERAL OPERATING EXPENSES | $10,000 |
| CLARICE'S ROOM OF HOPE | ||||||
| 403 N MORROW ST | MENA | AR | 71953 | NONE | GENERAL OPERATING EXPENSES | $10,000 |
| MENA FIRST UNITED METHODIST CHURCH | ||||||
| 501 9TH STREET | MENA | AR | 71953 | NONE | GENERAL OPERATING EXPENSES | $10,000 |
| ARGENTA UNITED METHODIST CHURCH | ||||||
| 317 MAIN ST | NORTH LITTLE ROCK | AR | 72114 | NONE | GENERAL OPERATING EXPENSES | $10,000 |
| SANTA FE GIRLS SCHOOL | ||||||
| 310 WEST ZIA ROAD | SANTA FE | NM | 87505 | NONE | GENERAL OPERATING EXPENSES | $10,000 |
| THEATRESQUARED | ||||||
| PO BOX 4188 | FAYETTEVILLE | AR | 72702 | NONE | GENERAL OPERATING | $25,000 |
| CHAMPOINS FOR KIDS | ||||||
| 26 EAST CENTER | FAYETTEVILLE | AR | 72703 | NONE | GENERAL OPERATING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $390,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,460 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,280 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
| Unrelated Business Taxbl Incm | $36,797 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $176 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNION BANKSHARES, INC | Desc |
| Related Or Exempt Function Incm | $955,111 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $36,797 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $964,027 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,000,824 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $5,235 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,235 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (23 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| 4168 ROLLING MEADOWS | 2014-05-28 | $105,000 | $25,295 | SL | 0.0364 | $3,818 | $3,818 |
| 4098 ROLLING MEADOWS | 2014-05-28 | $105,000 | $25,295 | SL | 0.0364 | $3,818 | $3,818 |
| 2425 PRIMROSE LANE | 2014-05-28 | $141,000 | $33,967 | SL | 0.0364 | $5,127 | $5,127 |
| 2749 WAKEFIELD PL | 2014-05-28 | $127,000 | $30,595 | SL | 0.0364 | $4,618 | $4,618 |
| 2721 GOLDEN OAKS | 2014-05-28 | $163,000 | $39,267 | SL | 0.0364 | $5,927 | $5,927 |
| 2405 E GENTLE OAKS | 2014-05-28 | $171,000 | $41,195 | SL | 0.0364 | $6,218 | $6,218 |
| 3450 WINGATE DR | 2014-05-28 | $108,000 | $26,017 | SL | 0.0364 | $3,927 | $3,927 |
| 2420 SWEETBRIAR | 2014-05-28 | $106,000 | $25,533 | SL | 0.0364 | $3,854 | $3,854 |
| 2500 SWEETBRIAR DR | 2014-05-28 | $104,000 | $24,065 | SL | 0.0364 | $3,781 | $3,781 |
| 2504 SWEETBRIAR DR | 2014-05-28 | $116,000 | $27,945 | SL | 0.0364 | $4,218 | $4,218 |
| 2538 SWEETBRIAR DR | 2014-05-28 | $102,000 | $24,572 | SL | 0.0364 | $3,709 | $3,709 |
| 2566 SWEETBRIAR DR | 2014-05-28 | $102,000 | $24,572 | SL | 0.0364 | $3,709 | $3,709 |
| 2347 KANTZ LANE | 2014-05-28 | $141,000 | $33,967 | SL | 0.0364 | $5,127 | $5,127 |
| 3064 QUAIL CREEK DR | 2014-05-28 | $100,000 | $24,089 | SL | 0.0364 | $3,636 | $3,636 |
| 1752 HUNTERS RIDGE | 2014-05-28 | $150,000 | $36,134 | SL | 0.0364 | $5,454 | $5,454 |
| 2898 SETTER ST | 2014-05-28 | $132,500 | $31,920 | SL | 0.0364 | $4,818 | $4,818 |
| 1781/1783 POINTER | 2014-05-28 | $185,000 | $44,567 | SL | 0.0364 | $6,727 | $6,727 |
| 1856 HUNTERS RIDGE | 2014-05-28 | $159,000 | $38,300 | SL | 0.0364 | $5,781 | $5,781 |
| 1331 FIELDSTONE | 2014-05-28 | $114,000 | $27,461 | SL | 0.0364 | $4,145 | $4,145 |
| 4104 MEADOWVIEW DR | 2014-05-28 | $157,000 | $37,823 | SL | 0.0364 | $5,709 | $5,709 |
| 4106 MEADOWVIEW DR | 2014-05-28 | $165,000 | $39,744 | SL | 0.0364 | $5,999 | $5,999 |
| 2868 BLUEGRASS PL | 2014-05-28 | $135,500 | $32,642 | SL | 0.0364 | $4,927 | $4,927 |
| 1593 N FIELDSTONE AVE | 2014-05-28 | $113,000 | $17,382 | SL | 0.0256 | $2,897 | $2,897 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Buildings | $3,002,000 | $820,291 | $2,181,709 |
| Land | $491,000 | $491,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $3,655 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,655 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|---|
| LOANS AND ADVANCEMENTS | $10,884 | ||
| RENTAL ADVANCES | $13,120 | $10,884 | |
| Rounding | $1 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FOREIGHN TAXES | $101 |
| INCOME TAXES PAID | $205,298 |
| NON DEDUCTIBLE EXPENSE UNION BANKSHARES K-1 | $206 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rental Expenses | Desc |
| Revenue And Expenses Per Books | $182,712 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $182,712 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $182,712 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNION BANKSHARES, INC | Desc |
| Revenue And Expenses Per Books | $955,111 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $955,111 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $955,111 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX EXEMPT INTEREST | Desc |
| Amt | $40,157 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENANT DEPOSITS | Desc |
| BOY Book Value | $25,420 | BOYBookValueAmt |
| EOY Book Value | $26,110 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $3,692 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,692 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| AR FRANCHISE TAX | $150 | $150 |
| PERSONAL PROPERTY TAX | $63 | $63 |
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