JONES TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JONES TRUST (EIN 71-0718507)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-28
- IRS object ID
- 202002729349100410
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Contractor Compensation Expln
- Depreciation Schedule
- Other Decreases 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 | 2020-09-28T11:04:38-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3667 | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 722033667 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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) |
|---|---|---|
| In Care Of | % CHRIS SOOTER | InCareOfNm |
| 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 | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 4797568090 | PhoneNum |
| Signature | 2020-09-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMBER SHERRILL | PreparerPersonNm |
| PTIN | P00748683 | PTIN |
| Phone | 5013721040 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 71252720202725000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-09-28 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1E9D72135F5DBD2B06063545E8A1DC1A1E93ABFE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CC61051F674196C1A7C00C4FC8A1F1691B9B2D69 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $81,321,467 | 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 | $11,513 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,303 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,303 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,303 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,525,665 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,525,665 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,525,665 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $1,608,438 | GrossRentsRevAndExpnssAmt |
| Gross Rents Adj Net Incm | $1,608,438 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $1,608,438 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $542,763 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,181,901 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $552,396 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,341 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $18,341 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,710,023 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,081,364 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,155,747 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,393 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $37,393 | CompOfcrDirTrstAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $868,222 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $378,407 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $489,815 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $64,776 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $7,019 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $57,757 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,212 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $2,212 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,276 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $35,276 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $116,891 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $110,370 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,521 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $47,083 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $47,083 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,787 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $5,048 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $30,739 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,474,610 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $1,121,515 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $692,883 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $1,775 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $691,108 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $558,964 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $19,793 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $539,171 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,934,097 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110,370 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,608,438 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,862,194 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $591,931 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $591,931 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,526,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110,370 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,608,438 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,454,125 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,816,005 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,970,994 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,547,309 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $68,145 | CashBOYAmt |
| Cash EOY | $33,757 | CashEOYAmt |
| Cash EOYFMV | $33,757 | CashEOYFMVAmt |
| Acct Rcvbl | $79,945 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $42,131 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $89,628 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $37,814 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $37,814 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $19,850 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $26,844 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $19,850 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $19,850 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $8,035 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,397 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,397 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $44,950,787 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,159,519 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $51,159,519 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $68,538,402 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,476,272 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $32,171,210 | LandBOYAmt |
| Land EOY | $30,062,130 | LandEOYAmt |
| Land EOYFMV | $30,062,130 | LandEOYFMVAmt |
| Total Assets BOY | $77,314,649 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,321,467 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $81,321,467 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $431,462 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $251,972 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $1,060 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $12,929 | DeferredRevenueEOYAmt |
| Mortgages And Notes Payable BOY | $1,140,438 | MortgagesAndNotesPayableBOYAmt |
| Total Liabilities BOY | $1,572,960 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $264,901 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,533,672 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $32,002,737 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $43,208,017 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $49,053,829 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,741,689 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,056,566 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $77,314,649 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,321,467 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,741,689 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,816,005 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,130,885 | OtherIncreasesAmt |
| Subtotal | $81,056,569 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $81,056,566 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| AWM #1013 LT | 2019-12-31 | $2,328,933 | $2,055,602 | $273,331 | $273,331 | |
| TIAA-CREF #2301 | 2019-12-31 | $1,230,734 | $1,649,862 | -$419,128 | -$419,128 | |
| VANGUARD - 5969 | 2019-12-31 | $815,388 | $599,314 | $216,074 | $216,074 | |
| VANGUARD - 4326 | 2019-12-31 | $429,690 | $317,592 | $112,098 | $112,098 | |
| TIAA - CREF #2303 | 2019-12-31 | $538 | $538 | $538 | ||
| AWM #1013 | 2019-12-31 | $900 | $900 | $900 | ||
| CAPITAL GAIN DIVIDENDS | $368,583 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $552,396 | CapitalGainNetIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qlfy Und Sect4940e Reduced Tax | QlfyUndSect4940eReducedTaxGrp |
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 |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
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 | 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 | Yes (true) | 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 (13 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 | 1.0 | $0 | $0 | $0 |
| BETSY PHILLIPS | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| RUSSELL TOOLEY | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| MIKE LUTTRELL | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | SECRETARY/TREASURER | 1.0 | $0 | $0 | $0 |
| CELIA SWANSON | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | BOARD CHAIR | 1.0 | $0 | $0 | $0 |
| ARCHIE SCHAFFER III | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| ADAM ARROYOS | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JIM BREACH | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| ROBYN BRESHEARS | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | BOARD VICECHAIR | 1.0 | $0 | $0 | $0 |
| JOHN GEORGE | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| MIKE GILBERT | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | COO | 40.0 | $37,393 | $0 | $0 |
| ED CLIFFORD | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | PRESIDENT/CEO | 40.0 | $0 | $0 | $0 |
| ZELDA PARSON | ||||||||
| 922 E EMMA AVE | SPRINGDALE | AR | 72764 | CFO | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROOFING SYSTEMS | |||||
| 649 W COUNTY LINE RD | SPRINGDALE | AR | 72764 | ROOF REPAIR SERVICE | $116,880 |
| TRANE US INC | |||||
| PO BOX 845053 | SPRINGDALE | AR | 72764 | HVAC REPAIR SERVICE | $132,419 |
| BENEFACTOR GROUP | |||||
| 450 SOUTH FRONT STREET | COLUMBUS | OH | 43215 | CONSULTANT | $109,793 |
| MILESTONE CONSTRUCTION COMPANY LLC | |||||
| 2002 S 48TH STREET SUITE A | SPRINGDALE | AR | 72762 | CONSTRUCTION | $56,677 |
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 | $2,452,653 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $49,479,999 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,517 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,556,516 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,556,516 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $743,348 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,813,168 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,440,658 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,454,125 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,454,125 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,454,125 | AdjustedQualifyingDistriAmt |
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 | $1,547,309 | CurrentYearAmt |
| Year1 | $1,264,925 | Year1Amt |
| Year2 | $560,601 | Year2Amt |
| Year3 | $527,052 | Year3Amt |
| Total | $3,899,887 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,315,213 | CurrentYearAmt |
| Year1 | $1,075,186 | Year1Amt |
| Year2 | $476,511 | Year2Amt |
| Year3 | $447,994 | Year3Amt |
| Total | $3,314,904 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,454,125 | CurrentYearAmt |
| Year1 | $2,044,297 | Year1Amt |
| Year2 | $1,980,680 | Year2Amt |
| Year3 | $2,240,816 | Year3Amt |
| Total | $8,719,918 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distri Not Used Drt | QualifyingDistriNotUsedDrtGrp |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,454,125 | CurrentYearAmt |
| Year1 | $2,044,297 | Year1Amt |
| Year2 | $1,980,680 | Year2Amt |
| Year3 | $2,240,816 | Year3Amt |
| Total | $8,719,918 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $81,321,467 | CurrentYearAmt |
| Year1 | $77,314,649 | Year1Amt |
| Year2 | $61,261,509 | Year2Amt |
| Year3 | $59,602,145 | Year3Amt |
| Total | $279,499,770 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $30,062,130 | CurrentYearAmt |
| Year1 | $32,171,210 | Year1Amt |
| Year2 | $33,228,549 | Year2Amt |
| Year3 | $35,397,832 | Year3Amt |
| Total | $130,859,721 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,627,105 | CurrentYearAmt |
| Year1 | $1,251,781 | Year1Amt |
| Year2 | $857,729 | Year2Amt |
| Year3 | $785,707 | Year3Amt |
| Total | $4,522,322 | 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 | $591,931 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $591,931 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,303 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,525,665 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $816,226 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $792,212 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $542,763 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| VENDING | 03 | $8,120 |
| PRINT SHOP | 03 | $3,710 |
| MISCELLANEOUS | 01 | $6,511 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,698,510 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,698,510 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DOWNTOWN SPRINGDALE ALLIANCE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 W HUNTSVILLE AVENUE | AddressLine1Txt |
| City | SPRINGDALE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72764 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 entries)
| ExplanationExplanationTxt |
|---|
| ROOFING SYSTEMS |
| ROOF REPAIR SERVICE |
| TRANE U S INC |
| HVAC REPAIR SERVICE |
| BENEFACTOR GROUP |
| CONSULTANT |
Depreciation Schedule DepreciationSchedule
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $3 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $73,078 | $5,142 | $67,936 |
| INSURANCE | $25,953 | $6,708 | $19,245 |
| OUTSIDE SERVICES | $37,565 | $37,565 | |
| REPAIRS & MAINTENANCE | $190,469 | $190,469 | |
| TRAINING & EDUCATION | $13,479 | $4,575 | $8,904 |
| BANK FEES | $2,277 | $2,277 | |
| ADVERTISING | $1,281 | $675 | $606 |
| CAPITAL CAMPAIGN | $206,612 | $206,612 | |
| MISCELLANEOUS | $8,250 | $416 | $7,834 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| VENDING | $8,120 | $8,120 |
| PRINT SHOP | $3,710 | $3,710 |
| MISCELLANEOUS | $6,511 | $6,511 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $7,130,885 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $110,370 | $110,370 | |
| OTHER PROFESSIONAL FEES | $6,521 | $6,521 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $35,787 | Amt |
| Adjusted Net Income | $5,048 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30,739 | DisbursementsCharitablePrpsAmt |
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