TYSON FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TYSON FOUNDATION INC (EIN 23-7087948)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201931339349102128
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T13:07:41-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 710603587 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERWIN & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6311 RANCH DRIVE | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237087948 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TYSON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TYSO | BusinessNameControlTxt |
| Phone | 4794394920 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 1526 | AddressLine1Txt |
| City | FAYETTEVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRY C ERWIN III | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4794394920 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRY C ERWIN III | PreparerPersonNm |
| PTIN | P00130776 | PTIN |
| Phone | 5018687486 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.31.126.29 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 14:41:14 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 232D34993EDCC0E85361AD6A033129C4BBF10007 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 348C1120A82C9A62D5BB55F376BEC29F61227A1F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,323,085 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,066,667 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $552,724 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $552,724 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $379,725 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,572,313 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $379,725 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $213 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $213 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,999,329 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $932,662 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $87,038 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $60,573 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $397 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $397 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,354 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,854 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,500 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $989 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $989 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,374 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,288 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $6,750 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $6,750 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70,313 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $70,313 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $279,215 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $152,591 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,073 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,374,426 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,374,426 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,653,641 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $152,591 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,439,499 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$654,312 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $780,071 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $870,520 | CashBOYAmt |
| Cash EOY | $548,364 | CashEOYAmt |
| Cash EOYFMV | $548,364 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,381 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $144,802 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $144,802 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $24,821 | AcctRcvblAmt |
| Acct Rcvbl BOY | $15,881 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $24,821 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $24,821 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $20,459,773 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,123,832 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,917,267 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,942,165 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,807,537 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,687,831 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $600 | OtherAssetsBOYAmt |
| Other Assets EOY | $600 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,299,320 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,649,956 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,323,085 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $5,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $23,299,320 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,644,956 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,299,320 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,644,956 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,299,320 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,649,956 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,299,320 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$654,312 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,645,008 | SubtotalAmt |
| Other Decreases | $52 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,644,956 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100,000 AT&T, INC. | P | 2009-03-02 | 2018-02-01 | $100,000 | $98,750 | $1,250 | $1,250 |
| 95,000 TYSON FOODS | P | 2011-08-11 | 2018-05-01 | $95,000 | $95,000 | $0 | $0 |
| 7,459.225 GOLDMAN SACHS N-11 EQUITY FUND CLASS I | P | 2015-03-11 | 2018-11-08 | $63,926 | $75,847 | -$11,921 | -$11,921 |
| 380 ENERGY ARKANSAS, INC. | P | 1993-04-08 | 2018-11-16 | $39,386 | $21,892 | $17,494 | $17,494 |
| 250 SHS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX FUND | P | 2017-06-14 | 2018-12-12 | $24,215 | $25,427 | -$1,212 | -$1,212 |
| 7,381.544 SHS EATON VANCE FLOATING RATE ADVANTAGE FUND CLASS I | P | 2014-01-21 | 2018-12-11 | $78,835 | $78,717 | $118 | $118 |
| NORTHERN TRUST UNDISTRIBUTED CAPITAL GAIN (LOSS) | P | 2018-12-31 | $392,690 | -$392,690 | -$392,690 | ||
| MFB NTGI-QM CAOM DAILY RUSSELL 3000 EQUITY INDEX FUND | P | 2018-12-31 | $1,900,000 | $1,170,072 | $729,928 | $729,928 | |
| EAM EMERGING MKTS SMALL CAP FUND K-1 | P | 2018-12-31 | $234,193 | -$234,193 | -$234,193 | ||
| EAM EMERGING MKTS SMALL CAP FUND K-1 | P | 2018-12-31 | $119,102 | $119,102 | $119,102 | ||
| CAPITAL GAINS DIVIDENDS | P | $151,849 | $151,849 | $151,849 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $379,725 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,822,853 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,161,633 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.177561 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,086,741 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,813,166 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.124399 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,033,340 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,645,145 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.076312 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,294,128 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,518,620 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.083366 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,112,917 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,564,672 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076653 | DistributionYr5Rt |
| Total Distribution | 0.538291 | TotalDistributionRt |
| Average Distribution | 0.107658 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,530,119 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,963,838 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,801 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,971,639 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,439,499 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7,801 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,801 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,801 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,350 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,350 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $463 | 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 | Yes (1) | 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 | 0 | 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 |
| Individual With Books | ROBIN WAGES | IndividualWithBooksNm |
| Phone | 4792907039 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 DON TYSON PARKWAY | AddressLine1Txt |
| City | SPRINGDALE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72765 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| HARRY C ERWIN III | ||||||||
| 6311 RANCH DRIVE | LITTLE ROCK | AR | 72223 | SECRETARY | 3.00 | $25,000 | $0 | $0 |
| WH TAYLOR | ||||||||
| 303 E MILLSAP ROAD | FAYETTEVILLE | AR | 72703 | ASSISTANT SECRETARY | 1.00 | $12,500 | $0 | $0 |
| OLIVIA TYSON | ||||||||
| PO BOX 1526 | FAYETTEVILLE | AR | 72702 | PRESIDENT | 1.00 | $12,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $27,377,008 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $572,351 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,949,359 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,949,359 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $419,240 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,530,119 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,376,506 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,376,506 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,801 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,801 | TotalTaxAmt |
| Distributable Before Adj | $1,368,705 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,368,705 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,368,705 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,439,499 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,439,499 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,801 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,431,698 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,368,705 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $807,467 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $943,805 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $715,952 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,854,345 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,484,301 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,805,870 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,439,499 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,368,705 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,070,794 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,876,664 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $807,467 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,069,197 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $943,805 | ExcessFromYear4Amt |
| Excess From Year3 | $715,952 | ExcessFromYear3Amt |
| Excess From Year2 | $1,854,345 | ExcessFromYear2Amt |
| Excess From Year1 | $3,484,301 | ExcessFromYear1Amt |
| Excess From Current Year | $7,070,794 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS ROBIN WAGES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 1526 | AddressLine1Txt |
| City | FAYETTEVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4794394920 | RecipientPhoneNum |
| Form And Info And Materials | APPLY FOR PREPRINTED APPLICATION WITH INSTRUCTIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CRYSTAL BRIDGES MUSEUM OF AMERICAN ART | |||||||
| 600 MUSEUM WAY | BENTONVILLE | AR | 72712 | NONE | PUBLIC CHARITY | UNDESIGNATED | $1,818,292 |
| DON TYSON SCHOOL OF INNOVATION | |||||||
| 2667 HYLTON ROAD | SPRINGDALE | AR | 72764 | NONE | PUBLIC CHARITY | UNDESIGNATED | $500,000 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1910 N GRANT STREET STE 1A | LITTLE ROCK | AR | 72207 | NONE | PUBLIC CHARITY | UNDESIGNATED | $37,500 |
| SCHOLARSHIP GRANTS TO COLLEGES AND UNIVERSITIES | |||||||
| 2210 WEST OAKLAWN | SPRINGDALE | AR | 72765 | NONE | PUBLIC CHARITIES | SCHOLARSHIPS | $1,497,663 |
| RAZORBACK FOUNDATION | |||||||
| 1295 S RAZORBACK ROAD SUITE A | FAYETTEVILLE | AR | 72701 | NONE | PUBLIC CHARITY | RANDAL TYSON TRACK RENOVATION | $800,000 |
| WATERSHED HUMAN & COMMUNITY DEV AGENCY | |||||||
| 3701 SPRINGER BLVD | LITTLE ROCK | AR | 72206 | NONE | PUBLIC CHARITY | UNDESIGNATED | $100,000 |
| NWA COUNCIL FOUNDATION | |||||||
| 4100 CORPORATE CENTER DR 205 | SPRINGDALE | AR | 72762 | NONE | PUBLIC CHARITY | UNDESIGNATED | $60,000 |
| ARKANSAS CHILDREN'S HOSPITAL | |||||||
| 1 CHILDRENS WAY | LITTLE ROCK | AR | 72202 | NONE | PUBLIC CHARITY | UNDESIGNATED | $1,510,950 |
| WOODROW WILSON CENTER | |||||||
| 1300 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | NONE | PUBLIC CHARITY | UNDESIGNATED | $50,000 |
| JOHNNY MORRIS WONDERS OF WILDIFE FDN | |||||||
| 500 W SUNSHINE ST | SPRINGFIELD | MO | 65807 | NONE | PUBLIC CHARITY | UNDESIGNATED | $2,000,000 |
| FROM ENERGY TRANSFER LP K-1 | |||||||
| 8111 WESTCHESTER DRIVE SUITE 600 | DALLAS | TX | 75225 | NONE | PUBLIC CHARITY | UNDESIGNATED | $21 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,374,426 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $552,724 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $213 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $379,725 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $932,662 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $932,662 | 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 |
|---|---|---|---|---|---|---|
| TYSON LIMITED PARTNERSHIP | ||||||
| 1 | PO BOX 1526 | FAYETTEVILLE | AR | 72701 | $4,466,667 | Yes (X) |
| TYSON FOODS INC | ||||||
| 2 | 2200 W DON TYSON PKWY | SPRINGDALE | AR | 72765 | $300,000 | Yes (X) |
| JOHN H TYSON | ||||||
| 3 | 9135 BEVINGTON LANE | ORLANDO | FL | 32827 | $1,610,000 | Yes (X) |
| CHERYL J TYSON | ||||||
| 4 | PO BOX 1526 | FAYETTEVILLE | AR | 72701 | $345,000 | Yes (X) |
| CARLA A TYSON | ||||||
| 5 | PO BOX 1526 | FAYETTEVILLE | AR | 72701 | $345,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $2,807,537 | EOYBookValueAmt |
| EOYFMV | $2,687,831 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $13,595,065 | $16,548,635 |
| MUTUAL FUNDS | $5,528,767 | $5,368,632 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $397 | LegalFeesAmt |
| Net Investment Income | $397 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PREPAID ITEMS | Desc |
| BOY Book Value | $600 | BOYBookValueAmt |
| EOY Book Value | $600 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE EXPENSE FROM ENERGY TRANSFER, LP K-1 | Desc |
| Amt | $52 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMISSION & FEES | $33,339 | $33,339 | $0 |
| DEDUCTIONS VIA EAM K-1 | $8,389 | $8,389 | $0 |
| ENERGY TRANSFER PARTNERS K-1 LOSS | $28,578 | $28,578 | $0 |
| ENERGY TRANSFER PARTNERS K-1 DEPLETION | $7 | $7 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EAM EMERGING MKTS SMALL CAP FUND K-1 INCOME | $575 | $575 | $575 |
| SECTION 1231 LOSS FROM ENERGY TRANSFER K-1 | -$362 | -$362 | -$362 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SCHOLARSHIP SELECTION COMM. FEES | $4,500 | $0 | $4,500 |
| CONSULTING FEES | $41,854 | $41,854 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INCOME TAXES WITHHELD EAM K-1 | $2,288 | $2,288 | $0 |
| FEDERAL EXCISE | $10,086 | $0 | $0 |
Comments