BOB CARVER CHARITABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BOB CARVER CHARITABLE TRUST (EIN 81-3023693)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-03
- IRS object ID
- 202141549349100704
- Schema version
- 2020v4.0
- 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 Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-03T09:20:10-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-06-03 | 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 | 2020 | 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 | $9,564,735 | 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 | $39,271 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,271 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $39,271 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $384 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $384 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $384 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $319,388 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $319,388 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $319,388 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $18,847 | NetRentalIncomeOrLossAmt |
| Other Income Rev And Expnss | $669,808 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $669,808 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $669,808 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,028,851 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,028,851 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,028,851 | 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 | $2,245 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $2,245 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $3,650 | AccountingFeesAdjNetIncmAmt |
| 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 | $192,597 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $192,597 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $192,597 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $417,309 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $300,541 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $417,309 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $817,309 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $300,541 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $417,309 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $400,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $211,542 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $728,310 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $611,542 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $258,987 | CashBOYAmt |
| Cash EOY | $352,331 | CashEOYAmt |
| Cash EOYFMV | $352,331 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,174,359 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,104,996 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,104,996 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,379,458 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,710,043 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,724,288 | 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 | $712,347 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,888,597 | LandBOYAmt |
| Land EOY | $2,780,653 | LandEOYAmt |
| Other Assets BOY | $14,965 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,120 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,120 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,716,366 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,961,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,564,735 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,882 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $43,192 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $935 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $5,680 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $25,245 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $25,420 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $29,062 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $74,292 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,687,304 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,687,304 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,886,851 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,716,366 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,961,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,687,304 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $211,542 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,898,846 | SubtotalAmt |
| Other Decreases | $11,995 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,886,851 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,124 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,124 | SubtotalAmt |
| Tax Based On Investment Income | $10,124 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,204 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,204 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,080 | OverpaymentAmt |
| Applied To ES Tax | $2,080 | 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 | $3,612,800 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,587,827 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,384,043 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,584,670 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,584,670 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $400,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,184,670 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $459,234 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $459,234 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,124 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $97,378 | IncomeTaxAmt |
| Total Tax | $107,502 | TotalTaxAmt |
| Distributable Before Adj | $351,732 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $351,732 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $351,732 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $400,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $400,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $400,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $351,732 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $400,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $351,732 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,268 | RemainingDistriFromCorpusAmt |
| Total Corpus | $48,268 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $48,268 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $48,268 | 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 (15 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 |
| MENA REGIONA SUPPORT FOUNDATION | ||||||
| 311 NORTH MORROW STREET | 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 |
| 7 HILLS HOMELESS CENTER | ||||||
| 1832 S SCHOOL AVE | FAYETTEVILLE | AR | 72701 | 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 | CAPITAL IMPROVEMENTS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,000 | 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 | $39,271 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $384 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
| Unrelated Business Taxbl Incm | $18,847 | UnrelatedBusinessTaxblIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNION BANKSHARES, INC | Desc |
| Related Or Exempt Function Incm | $669,808 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $18,847 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $709,463 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $728,310 | 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) |
|---|---|---|
| Category | TURNER RODGERS MANNING & PLYLER PLLC | CategoryTxt |
| Amt | $3,650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,650 | 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 | $21,477 | SL | 0.0364 | $3,818 | $3,818 |
| 4098 ROLLING MEADOWS | 2014-05-28 | $105,000 | $21,477 | SL | 0.0364 | $3,818 | $3,818 |
| 2425 PRIMROSE LANE | 2014-05-28 | $141,000 | $28,840 | SL | 0.0364 | $5,127 | $5,127 |
| 2749 WAKEFIELD PL | 2014-05-28 | $127,000 | $25,977 | SL | 0.0364 | $4,618 | $4,618 |
| 2721 GOLDEN OAKS | 2014-05-28 | $163,000 | $33,340 | SL | 0.0364 | $5,927 | $5,927 |
| 2405 E GENTLE OAKS | 2014-05-28 | $171,000 | $34,977 | SL | 0.0364 | $6,218 | $6,218 |
| 3450 WINGATE DR | 2014-05-28 | $108,000 | $22,090 | SL | 0.0364 | $3,927 | $3,927 |
| 2420 SWEETBRIAR | 2014-05-28 | $106,000 | $21,679 | SL | 0.0364 | $3,854 | $3,854 |
| 2500 SWEETBRIAR DR | 2014-05-28 | $104,000 | $20,284 | SL | 0.0364 | $3,781 | $3,781 |
| 2504 SWEETBRIAR DR | 2014-05-28 | $116,000 | $23,727 | SL | 0.0364 | $4,218 | $4,218 |
| 2538 SWEETBRIAR DR | 2014-05-28 | $102,000 | $20,863 | SL | 0.0364 | $3,709 | $3,709 |
| 2566 SWEETBRIAR DR | 2014-05-28 | $102,000 | $20,863 | SL | 0.0364 | $3,709 | $3,709 |
| 2347 KANTZ LANE | 2014-05-28 | $141,000 | $28,840 | SL | 0.0364 | $5,127 | $5,127 |
| 3064 QUAIL CREEK DR | 2014-05-28 | $100,000 | $20,453 | SL | 0.0364 | $3,636 | $3,636 |
| 1752 HUNTERS RIDGE | 2014-05-28 | $150,000 | $30,680 | SL | 0.0364 | $5,454 | $5,454 |
| 2898 SETTER ST | 2014-05-28 | $132,500 | $27,102 | SL | 0.0364 | $4,818 | $4,818 |
| 1781/1783 POINTER | 2014-05-28 | $185,000 | $37,840 | SL | 0.0364 | $6,727 | $6,727 |
| 1856 HUNTERS RIDGE | 2014-05-28 | $159,000 | $32,519 | SL | 0.0364 | $5,781 | $5,781 |
| 1331 FIELDSTONE | 2014-05-28 | $114,000 | $23,316 | SL | 0.0364 | $4,145 | $4,145 |
| 4104 MEADOWVIEW DR | 2014-05-28 | $157,000 | $32,114 | SL | 0.0364 | $5,709 | $5,709 |
| 4106 MEADOWVIEW DR | 2014-05-28 | $165,000 | $33,745 | SL | 0.0364 | $5,999 | $5,999 |
| 2868 BLUEGRASS PL | 2014-05-28 | $135,500 | $27,715 | SL | 0.0364 | $4,927 | $4,927 |
| 1593 N FIELDSTONE AVE | 2014-05-28 | $113,000 | $14,485 | 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 | $712,347 | $2,289,653 |
| Land | $491,000 | $491,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCDANIEL WOLF 7 BENCA PLLC | CategoryTxt |
| Legal Fees | $2,245 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,245 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|---|
| LOANS AND ADVANCEMENTS | $13,120 | ||
| RENTAL ADVANCES | $14,965 | $13,120 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCOME TAXES PAID | $11,405 |
| NON DEDUCTIBLE EXPENSE UNION BANKSHARES K-1 | $590 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rental Expenses | Desc |
| Revenue And Expenses Per Books | $192,597 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $192,597 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $192,597 | 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 | $669,808 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $669,808 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $669,808 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENANT DEPOSITS | Desc |
| BOY Book Value | $25,245 | BOYBookValueAmt |
| EOY Book Value | $25,420 | EOYBookValueAmt |
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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