JONES TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JONES TRUST (EIN 71-0718507)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-07
- IRS object ID
- 202233119349101943
- Schema version
- 2021v4.2
- 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 | 2022-11-07T16:52:43-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRIS | PersonFirstNm |
| Person Last | SOOTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN D EVANS | PreparerPersonNm |
| PTIN | P00736358 | PTIN |
| Phone | 4796364461 | PhoneNum |
| Preparation | 2022-10-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $87,208,961 | 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 | $1,651,712 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,041 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,041 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,041 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,196,195 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,196,195 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,196,195 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $1,935,983 | GrossRentsRevAndExpnssAmt |
| Gross Rents Adj Net Incm | $1,935,983 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $1,935,983 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,080,064 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,708,664 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,080,064 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $38,285 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $60,362 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $60,362 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $60,362 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $7,926,357 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,338,662 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,232,866 | 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 | $939,365 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $494,844 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $444,521 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $88,252 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $25,703 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $62,549 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,925 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $1,925 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $36,000 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,299,280 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $123,494 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,163,866 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,920 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,636 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $15,922 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $24,714 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,465,153 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $2,465,153 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $741,624 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $741,624 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $527,395 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $39,519 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $487,876 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,139,630 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $123,494 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,242,932 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,773,204 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $731,497 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $731,497 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,871,127 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $123,494 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,242,932 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,504,701 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,055,230 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,215,168 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,510 | CashBOYAmt |
| Cash EOY | $36,827 | CashEOYAmt |
| Cash EOYFMV | $36,827 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $770,843 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,944,337 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,944,337 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $70,914 | AcctRcvblAmt |
| Acct Rcvbl BOY | $16,438 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $70,914 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $70,914 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $561,158 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $384,985 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $561,158 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $561,158 | PledgesRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $17,798 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $335,650 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $17,798 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $17,798 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $6,080 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,285 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,285 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $54,725,376 | CorporateStockBOYAmt |
| Corporate Stock EOY | $58,837,403 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $58,837,403 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $68,719,433 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $42,990,194 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $27,484,963 | LandBOYAmt |
| Land EOY | $25,729,239 | LandEOYAmt |
| Land EOYFMV | $25,729,239 | LandEOYFMVAmt |
| Total Assets BOY | $83,764,845 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,208,961 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $87,208,961 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $256,771 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $407,723 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $18,962 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $13,456 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $275,733 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $421,179 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $30,311,592 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $28,670,225 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $53,177,520 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $58,117,557 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $83,489,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $86,787,782 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $83,764,845 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $87,208,961 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $83,489,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,055,230 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,243,440 | OtherIncreasesAmt |
| Subtotal | $86,787,782 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $86,787,782 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| ARVEST VARIOUS ST | P | 2021-01-01 | 2021-06-30 | $84,134 | $66,710 | $17,424 | $17,424 | |
| ARVEST VARIOUS LT | P | 2020-01-01 | 2021-06-30 | $1,281,818 | $912,175 | $369,643 | $369,643 | |
| TIAA VARIOUS SALES | P | 2020-01-01 | 2021-06-30 | $13,559,518 | $12,467,891 | $1,091,627 | $1,091,627 | |
| VANGUARD 5969 VARIOUS ST | P | 2021-01-01 | 2021-06-30 | $58,976 | $47,035 | $11,941 | $11,941 | |
| VANGUARD 5969 VARIOUS LT | P | 2020-01-01 | 2021-06-30 | $1,216,043 | $766,946 | $449,097 | $449,097 | |
| VANGUARD 4326 VARIOUS ST | P | 2021-01-01 | 2021-06-30 | $77,079 | $68,159 | $8,920 | $8,920 | |
| VANGUARD 4326 VARIOUS LT | P | 2020-01-01 | 2021-06-30 | $1,431,096 | $957,383 | $473,713 | $473,713 | |
| VARIOUS SCRAPPED FIXED ASSETS | P | 2010-06-01 | 2021-06-30 | $717,334 | -$342,301 | -$342,301 | $375,033 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,080,064 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $38,285 | 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 (15 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 |
| JOHN GEORGE | ||||||||
| 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 |
| CURT STAMP | ||||||||
| 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 |
| ED CLIFFORD | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | PRESIDENT/CEO | 40.00 | $0 | $0 | $0 |
| ZELDA PARSON | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | COO | 40.00 | $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 | DIRECTOR | 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 |
| 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 | $808,348 |
| WALKER BROTHERS INSURANCE | |||||
| PO BOX 7570 | SPRINGDALE | AR | 72766 | INSURANCE BROKER | $178,790 |
| ES2 | |||||
| PO BOX 18428 | OKLAHOMA CITY | OK | 73154 | BUILDING AUTOMATION CONTROL INSTALLATION | $155,423 |
| BENEFACTOR GROUP | |||||
| 450 SOUTH FRONT STREET | COLUMBUS | OH | 43215 | CONSULTANT | $75,102 |
| THE GREY BARN LLC | |||||
| 1790 E HWY 264 | SPRINGDALE | AR | 72764 | LAWN CARE | $60,918 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | 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 | $2,504,701 | 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 | $57,306,550 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,626,447 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,932,997 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,932,997 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $883,995 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,049,002 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,902,450 | 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 | $2,504,701 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,504,701 | 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 | $0 | Year1Amt |
| Year2 | $1,547,309 | Year2Amt |
| Year3 | $1,264,925 | Year3Amt |
| Total | $2,812,234 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $1,315,213 | Year2Amt |
| Year3 | $1,075,186 | Year3Amt |
| Total | $2,390,399 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,504,701 | CurrentYearAmt |
| Year1 | $2,362,271 | Year1Amt |
| Year2 | $2,454,125 | Year2Amt |
| Year3 | $2,044,297 | Year3Amt |
| Total | $9,365,394 | 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 | $2,504,701 | CurrentYearAmt |
| Year1 | $2,362,271 | Year1Amt |
| Year2 | $2,454,125 | Year2Amt |
| Year3 | $2,044,297 | Year3Amt |
| Total | $9,365,394 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $87,208,961 | CurrentYearAmt |
| Year1 | $83,764,845 | Year1Amt |
| Year2 | $81,321,467 | Year2Amt |
| Year3 | $77,314,649 | Year3Amt |
| Total | $329,609,922 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $25,729,239 | CurrentYearAmt |
| Year1 | $27,484,963 | Year1Amt |
| Year2 | $30,062,130 | Year2Amt |
| Year3 | $32,171,210 | Year3Amt |
| Total | $115,447,542 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,934,967 | CurrentYearAmt |
| Year1 | $1,613,221 | Year1Amt |
| Year2 | $1,627,105 | Year2Amt |
| Year3 | $1,251,781 | Year3Amt |
| Total | $6,427,074 | 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 | $731,497 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $731,497 | 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 | $2,041 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,196,195 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,935,983 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,080,064 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| VENDING | 03 | $5,810 |
| PRINT SHOP | 03 | $1,675 |
| MISCELLANEOUS | 03 | $2,755 |
| WATER DAMAGE REIMBURSEMENT | 03 | $50,122 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,274,645 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,274,645 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WALTON FAMILY FOUNDATION | ||||||
| 1 | PO BOX 2030 | BENTONVILLE | AR | 72712 | $1,477,520 | Yes (X) |
| EXCELLERATE FOUNDATION | ||||||
| 2 | 800 FOUNDERS PARK | SPRINGDALE | AR | 72762 | $100,000 | Yes (X) |
| CURT STAMP | ||||||
| 3 | 1679 E AMBER DRIVE | FAYETTEVILLE | AR | 72703 | $35,000 | Yes (X) |
| CHRIS AND WENDY SOOTER | ||||||
| 4 | 204 DEVON GREEN | BENTONVILLE | AR | 72712 | $10,000 | Yes (X) |
| FIDELITY CHARITABLE | ||||||
| 5 | PO BOX 7700001 | CINCINATTI | OH | 45277 | $8,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $36,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $36,000 | 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 | $58,837,403 | EOYBookValueAmt |
| EOYFMV | $58,837,403 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,925 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,925 | 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 | $50,029 | $0 | $4,942 | $45,087 |
| INSURANCE | $107,802 | $0 | $8,657 | $99,145 |
| OUTSIDE SERVICES | $101,903 | $0 | $527 | $101,376 |
| REPAIRS & MAINTENANCE | $254,376 | $0 | $0 | $254,376 |
| ADVERTISING | $9,891 | $0 | $7,608 | $2,283 |
| MISCELLANEOUS | $3,394 | $0 | $17,785 | -$14,391 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| VENDING | $5,810 | $5,810 | $5,810 |
| PRINT SHOP | $1,675 | $1,675 | $1,675 |
| MISCELLANEOUS | $2,755 | $2,755 | $2,755 |
| WATER DAMAGE REIMBURSEMENT | $50,122 | $50,122 | $50,122 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $2,243,440 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $123,494 | $123,494 | $0 | $0 |
| OTHER | $25,118 | $0 | $25,118 | $0 |
| ARCHITECTURAL | $1,007,856 | $0 | $995,936 | $11,920 |
| CAPITAL CAMPAIGN | $142,812 | $0 | $142,812 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $40,636 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,922 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,714 | DisbursementsCharitablePrpsAmt |
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