The Harvey And Bernice Jones Charitable Trust, Jones B & H G Frost Jr Co-Ttee in Springdale, Arkansas (AR)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Arkansas
| The Harvey And Bernice Jones Charitable Trust, Jones B & H G Frost Jr Co-Ttee | |
| Employer Identification Number (EIN) | 716135580 |
| Name of Organization | The Harvey And Bernice Jones Charitable Trust |
| Secondary Name | Jones B & H G Frost Jr Co-Ttee |
| In Care of Name | Bernice Jones |
| Address | 922 E Emma Ave, Springdale, AR 72764-4503 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1990 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 11/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,794,564 |
| Amount of Income | $112,383 |
| Form 990 Revenue Amount | $82,273 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $32,431 | $40,918 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $40,918 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,313 | |||
| Total expenses and disbursements | $344,856 | $11,666 | $0 | $274,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $70,856 | $11,666 | $0 | |
| Contributions, gifts, grants paid | $274,000 | |||
| Excess of revenue over expenses and disbursements | $-312,425 | |||
| Net investment income | $29,252 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,794,564 | $2,642,641 |
| Cash - non-interest-bearing | $451,271 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,566,124 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $418,523 | |
| Other | $358,646 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $2,794,564 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-9,800 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $585 |
| Total credits and payments | $3,593 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,593 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $3,008 |
| Amount to be credited to 2013 estimated tax | $3,008 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $2,380,592 |
| Net value of noncharitable-use assets | $2,344,880 |
| Minimum investment return | $117,244 |
| Distributable Amount (for 2012) | |
| Distributable amount | $116,659 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $116,659 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Arkansas | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Sunrise Day Care Academy Inc | PO BOX 343, Blytheville, AR 72316-0343 | AR | 2003-06 | $131,117 |
| 2 | Ted And Jane Snider Family Foundation, Snider Ted L Sr Ttee | 571 Valley Club Cir, Little Rock, AR 72212-3453 | AR | 2000-06 | $21,531 |
| 3 | Campusmissionary Com | 6832 Gap Point Cir, Sherwood, AR 72120-3999 | AR | 2004-10 | $151,986 |
| 4 | Tenenbaum Foundation | PO BOX 15128, North Little Rock, AR 72231 | AR | 1967-09 | $554,182 |
| 5 | Terri Clark Ministries Inc | PO BOX 135, Pearcy, AR 71964-0135 | AR | 2004-06 | $133,020 |
| 6 | The Arc For River Valley | 2301 South 56th Street, Fort Smith, AR 72903-3755 | AR | 1979-03 | $99,241 |
| 7 | The Brett Minden Foundation Inc | PO BOX 920, Ozark, AR 72949-0920 | AR | 1988-12 | $50 |
| 8 | The Buckner Memorial Cemetery Association Inc | PO BOX 151, Buckner, AR 71827-0151 | AR | 1988-05 | $4,660 |
| 9 | The Delta Sprouts Inc | 3768 Hwy 65 82s, Lake Village, AR 71653-6139 | AR | 2010-07 | $48,153 |
| 10 | The Gentry Public Library Association | 105 E Main St, Gentry, AR 72734-8219 | AR | 1994-05 | $76,470 |
| 11 | The Harvey And Bernice Jones Charitable Trust, Jones B & H G Frost Jr Co-Ttee | 922 E Emma Ave, Springdale, AR 72764-4503 | AR | 1990-05 | $112,383 |
| 12 | The Hussman Foundation | PO BOX 2221, Little Rock, AR 72203-2221 | AR | 1985-04 | $1,494,311 |
| 13 | The Ivy Foundation Of Little Rock | 1922 Wolfe St, Little Rock, AR 72202-6046 | AR | 2004-03 | $72,558 |
| 14 | The Johnson County Girls Club Inc | PO BOX 1109, Clarksville, AR 72830-1109 | AR | 2001-12 | $92,245 |
| 15 | The Logan County Fair Association Inc | PO BOX 31, Paris, AR 72855-0031 | AR | 2006-02 | $57,299 |
| 16 | The Main Street Gentry Association | PO BOX 642, Gentry, AR 72734-0642 | AR | 1996-11 | $60,336 |
| 17 | The Manna Center | 670 Heritage Ct, Siloam Spgs, AR 72761-3912 | AR | 1994-04 | $446,541 |
| 18 | The Mason Foundation | 200 N Washington Ave, El Dorado, AR 71730-5620 | AR | 1987-03 | $1,732 |
| 19 | The Northeast Public Water Authority Of The State Of Arkansas | 66 Florence Dr, Mountain Home, AR 72653-6814 | AR | 1973-08 | $801,259 |
| 20 | The Van Buren Library Endowment Fund | 1409 Main St, Van Buren, AR 72956 | AR | 1980-11 | $27 |
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