BOB CARVER CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BOB CARVER CHARITABLE TRUST (EIN 81-3023693)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349100137
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T08:01:03-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 PLL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 Professional Park Dr | AddressLine1Txt |
| City | Arkadelphia | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 71923 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | % JOHN D 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 | 2026-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RANDALL W TURNER | PreparerPersonNm |
| PTIN | P00051415 | PTIN |
| Phone | 8702464563 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,248,609 | 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 | $12,571 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,571 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $12,571 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $20,943 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,943 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $20,943 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $403,707 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $403,707 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $403,707 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $63,224 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $35,865 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $116,989 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,865 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $35 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $984,091 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $984,091 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $984,091 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,457,177 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,457,177 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,421,347 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $128,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $128,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $2,446 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $2,446 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,795 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $5,795 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $6,111 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $6,111 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $29 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $29 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $107,969 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $107,969 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $107,969 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $880 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $880 | OccupancyAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $232,514 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $232,514 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $232,514 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $483,744 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $340,483 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $483,744 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $783,744 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $340,483 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $483,744 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $673,433 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,116,694 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $937,603 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,528 | CashBOYAmt |
| Cash EOY | $266,789 | CashEOYAmt |
| Cash EOYFMV | $266,789 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $418,953 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $267,057 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $267,057 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,160,948 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,822,982 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,360,762 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,493,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,252,117 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,348,852 | LandBOYAmt |
| Land EOY | $2,240,883 | LandEOYAmt |
| Land EOYFMV | $7,341,630 | LandEOYFMVAmt |
| Other Assets BOY | $10,516 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,371 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,371 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,020,797 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,610,082 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,248,609 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,039 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,414 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $4,757 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $22,034 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $29,940 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $32,210 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $41,736 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,658 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,979,061 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,552,424 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,979,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,552,424 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,020,797 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,610,082 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,979,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $673,433 | ExcessRevenueOverExpensesAmt |
| Other Increases | $127,708 | OtherIncreasesAmt |
| Subtotal | $9,780,202 | SubtotalAmt |
| Other Decreases | $227,778 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,552,424 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB ST COVERED | P | 2025-01-02 | 2025-12-31 | $1,210 | $1,211 | -$1 | -$1 |
| CHARLES SCHWAB LT TOTALS | P | 2020-07-01 | 2025-12-31 | $114,332 | $79,913 | $34,419 | $34,419 |
| UNION BANKSHARES K-1 | P | 2025-01-02 | 2025-12-31 | $36 | $36 | $36 | |
| UNION BANKSHARES K-A | P | 2020-07-01 | 2025-12-31 | $1,411 | $1,411 | $1,411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,865 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $35 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,522 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,522 | SubtotalAmt |
| Tax Based On Investment Income | $15,522 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $3,533 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN D 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 |
|---|---|---|---|---|---|---|
| JOHN D MADDOX | ||||||
| 520 CHURCH AVE | MENA | AR | 71953 | Trustee | 0.00 | $64,000 |
| GEORGE E STEEL JR | ||||||
| 106 SADDLEBROOK CT | HOT SPRINGS | AR | 71901 | Trustee | 0.00 | $64,000 |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $15,522 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,522 | TotalTaxAmt |
| Distributable Before Adj | $15,522 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,522 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $300,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $300,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $300,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $300,000 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $300,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $300,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN D 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 | john@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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RAZORBACK FOUNDATION INC | |||||||
| 1295 S RAZORBACK RD STE A | FAYETTEVILLE | AR | 72701 | NONE | PC | CAPITAL IMPROVEMENTS | $150,000 |
| CATHOLIC HIGH SCHOOL FOUNDATION | |||||||
| 6300 FATHER TRIBOU STREET | LITTLE ROCK | AR | 72205 | NONE | PC | SCHOLARSHIPS | $10,000 |
| UNIVERSITY OF ARKANSAS RICH MOUNTAI | |||||||
| 1100 COLLEG DRIVE | MENA | AR | 71953 | NONE | PC | SCHOLARSHIPS | $60,000 |
| POLK COUNTY DEVELOPMENTAL CENTER | |||||||
| 201 S MORROW ST / PO BOX 926 | MENA | AR | 71953 | NONE | PC | GENERAL OPERATING EXPENSES | $10,000 |
| MENA BEARAT FOUNDATION | |||||||
| 206 HIGHWAY 71 NORTH | MENA | AR | 71953 | NONE | PC | GENERAL OPERATING EXPENSES | $10,000 |
| OUACHTA LITTLE THEATER | |||||||
| 610 MENA ST PO BOX 1217 | MENA | AR | 71953 | NONE | PC | GENERAL OPERATING EXPENSES | $10,000 |
| SOUTHWEST ARTISTS INC | |||||||
| 607 MENA STREET | MENA | AR | 71953 | NONE | PC | GENERAL OPERATING EXPENSES | $10,000 |
| ARGENTA UNITED METHODIST CHURCH | |||||||
| 317 MAIN ST | NORTH LITTLE ROCK | AR | 72114 | NONE | PC | GENERAL OPERATING EXPENSES | $10,000 |
| REVITALIZE MENA INC | |||||||
| 242 OTTER LANE | HATFIELD | AR | 71945 | NONE | PC | GENERAL OPERATING EXPENSES | $15,000 |
| SANTA FE GIRLS SCHOOL | |||||||
| 310 WEST ZIA ROAD | SANTA FE | NM | 87505 | NONE | PC | GENERAL OPERATING | $10,000 |
| THEATRESQUARED | |||||||
| PO BOX 4188 | FAYETTEVILLE | AR | 72702 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,000 | 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 | $12,571 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,943 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
| Unrelated Business Taxbl Incm | $63,224 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $35,865 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNION BANKSHARES, INC | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $984,091 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,047,315 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $69,379 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,116,694 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $5,795 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,795 | 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 | $40,568 | SL | 0.0364 | $3,819 | $3,819 |
| 4098 ROLLING MEADOWS | 2014-05-28 | $105,000 | $40,568 | SL | 0.0364 | $3,819 | $3,819 |
| 2425 PRIMROSE LANE | 2014-05-28 | $141,000 | $54,476 | SL | 0.0364 | $5,128 | $5,128 |
| 2749 WAKEFIELD PL | 2014-05-28 | $127,000 | $49,068 | SL | 0.0364 | $4,619 | $4,619 |
| 2721 GOLDEN OAKS | 2014-05-28 | $163,000 | $62,976 | SL | 0.0364 | $5,928 | $5,928 |
| 2405 E GENTLE OAKS | 2014-05-28 | $171,000 | $66,068 | SL | 0.0364 | $6,219 | $6,219 |
| 3450 WINGATE DR | 2014-05-28 | $108,000 | $41,726 | SL | 0.0364 | $3,928 | $3,928 |
| 2420 SWEETBRIAR | 2014-05-28 | $106,000 | $40,950 | SL | 0.0364 | $3,855 | $3,855 |
| 2500 SWEETBRIAR DR | 2014-05-28 | $104,000 | $39,190 | SL | 0.0364 | $3,782 | $3,782 |
| 2504 SWEETBRIAR DR | 2014-05-28 | $116,000 | $44,818 | SL | 0.0364 | $4,219 | $4,219 |
| 2538 SWEETBRIAR DR | 2014-05-28 | $102,000 | $39,409 | SL | 0.0364 | $3,710 | $3,710 |
| 2566 SWEETBRIAR DR | 2014-05-28 | $102,000 | $39,409 | SL | 0.0364 | $3,710 | $3,710 |
| 2347 KANTZ LANE | 2014-05-28 | $141,000 | $54,476 | SL | 0.0364 | $5,128 | $5,128 |
| 3064 QUAIL CREEK DR | 2014-05-28 | $100,000 | $38,634 | SL | 0.0364 | $3,637 | $3,637 |
| 1752 HUNTERS RIDGE | 2014-05-28 | $150,000 | $57,952 | SL | 0.0364 | $5,456 | $5,456 |
| 2898 SETTER ST | 2014-05-28 | $132,500 | $51,193 | SL | 0.0364 | $4,819 | $4,819 |
| 1781/1783 POINTER | 2014-05-28 | $185,000 | $71,476 | SL | 0.0364 | $6,728 | $6,728 |
| 1856 HUNTERS RIDGE | 2014-05-28 | $159,000 | $61,426 | SL | 0.0364 | $5,783 | $5,783 |
| 1331 FIELDSTONE | 2014-05-28 | $114,000 | $44,042 | SL | 0.0364 | $4,146 | $4,146 |
| 4104 MEADOWVIEW DR | 2014-05-28 | $157,000 | $60,660 | SL | 0.0364 | $5,710 | $5,710 |
| 4106 MEADOWVIEW DR | 2014-05-28 | $165,000 | $63,742 | SL | 0.0364 | $6,001 | $6,001 |
| 2868 BLUEGRASS PL | 2014-05-28 | $135,500 | $52,351 | SL | 0.0364 | $4,928 | $4,928 |
| 1593 N FIELDSTONE AVE | 2014-05-28 | $113,000 | $28,970 | 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 | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Buildings | $3,002,000 | $1,252,117 | $1,749,883 | $6,430,000 |
| Land | $491,000 | $491,000 | $911,630 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $2,446 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,446 | 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 | $12,371 | ||
| RENTAL ADVANCES | $10,516 | $12,371 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| FOREIGHN TAX W/H | $109 |
| INCOME TAXES PAID | $224,671 |
| IRS PENALTY | $70 |
| NON DEDUCTIBLE EXPENSE UNION BANKSHARES K-1 | $2,928 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rental Expenses | Desc |
| Revenue And Expenses Per Books | $232,514 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $232,514 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $232,514 | 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 | $984,091 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $984,091 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $984,091 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX EXEMPT INTEREST | Desc |
| Amt | $81,202 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENANT DEPOSITS | Desc |
| BOY Book Value | $29,940 | BOYBookValueAmt |
| EOY Book Value | $32,210 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $6,111 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,111 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PERSONAL PROPERTY TAXES | CategoryTxt |
| Amt | $29 | Amt |
| Adjusted Net Income | $29 | AdjustedNetIncomeAmt |
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