2024-08-06T13:32:53-05:00 2023-12-31 Forvis Mazars LLP PO BOX 3667 LITTLE ROCK AR 722033667 990PF 2023-01-01 581880469 TOM J & EDNA MAE CARSON FOUNDATION % JAMES F CARSON TOMJ 9186962222 5000 ROGERS AVENUE SUITE 700 FORT SMITH AR 729032079 JAMES F CARSON OFFICER 4794521040 2024-06-15 true true KEVIN HORN P00372843 5013721040 2024-06-15 2023 2024-08-08 14:25:15Z X 16248381 X 0 X 3906 3906 0 422892 422892 0 1036274 4827398 1036274 1495 1495 1464567 1464567 0 0 8805 4403 0 0 75547 59547 0 0 13954 13954 0 0 43586 9723 0 0 10105 10105 151997 97732 0 0 946900 946900 1098897 97732 0 946900 365670 1366835 0 408220 245056 245056 3520000 150000 3520000 3520000 7576567 3913728 10898952 1318998 1283095 1584373 9453785 8961879 16248381 0 0 X 3785718 3785718 5668067 5176161 9453785 8961879 9453785 8961879 9453785 365670 9819455 857576 8961879 ST COVERED P 2023-01-01 2023-12-31 286454 296241 -9550 -9787 LT COVERED 2022-01-01 2023-12-31 4190713 3487263 703880 703450 LT NONCOVERED 350231 21587 328644 328644 CAPITAL GAIN DIVIDENDS P 13300 CAPITAL GAIN DIVIDENDS P 13300 CAPITAL GAIN DIVIDENDS P 13300 1036274 18999 18999 18999 27611 0 27611 8612 8612 false false false false false true true false true true true false false false false true N/A JAMES F CARSON 9186962222 PO BOX 71 STILWELL OK 74960 false false false false true false false false false false false false false false false false false false false false false false false JAMES F CARSON PO BOX 312 Stilwell OK 74960 TRUSTEE 1.0 0 0 0 DREW T CARSON PO BOX 639 Stilwell OK 74960 TRUSTEE 1.0 0 0 0 NONE NONE 13463838 334357 4421103 18219298 0 18219298 273289 17946009 897300 897300 18999 18999 878301 878301 878301 946900 0 0 0 0 946900 878301 128567 2021 2020 2019 0 0 946900 128567 818333 0 0 0 0 59968 0 0 TOM CARSON NONE X JERMIAH 29 FOUNDATION 115 WEST DIVISION STREET STILWELL OK 74960 NONE PC GENERAL SUPPORT 41000 ORCHARD ROAD COMMUNITY OUTREACH PO BOX 675 STILWELL OK 74960 NONE PC GENERAL SUPPORT 37800 WESTVILLE PUBLIC SCHOOL 427 S PARK AVE WESTVILLE OK 74965 NONE GOV GENERAL SUPPORT 12600 ADAIR COUNTY RESOURCE CENTER PO BOX 547 STILWELL OK 74960 NONE PC GENERAL SUPPORT 12500 ADAIR COUNTY HEALTH CENTER PO BOX 272 STILWELL OK 74960 PC GENERAL SUPPORT 252000 ADAIR COUNTY JUNIOR LIVESTOCK PO BOX 512 STILWELL OK 74960 GOV GENERAL SUPPORT 39000 ADAIR COUNTY FAIR BOARD 471373 E 810 ROAD STILWELL OK 74960 PC GENERAL SUPPORT 250000 MARYETTA PUBLIC SCHOOLS 470819 E 810 RD STILWELL OK 74960 GOV GENERAL SUPPORT 2000 WATTS PUBLIC SCHOOLS PO BOX 410 WESTVILLE OK 74965 NONE GOV SCHOLARSHIPS 1000 WESTVILLE EDUCATION FOUNDATION PO BOX 410 WESTVILLE OK 74965 NONE PC SCHOLARSHIPS 2500 OKLAHOMA STATE ATHLETICS 102 ATHLETICS CENTER STILWATER OK 74078 NONE GOV GENERAL SUPPORT 1100 NSU FOUNDATION 812 N CEDAR TAHLEQUAH OK 74464 NONE PC GENERAL SUPPORT 75000 NORTHEASTERN STATE UNIVERSITY 601 N GRAND AVE TAHLEQUAH OK 74464 NONE GOV SCHOLARSHIPS 2000 UNIVERSITY OF ARKANSAS 1 UNIVERSITY OF ARKANSAS FAYETTEVILLE AR 727011201 NONE GOV SCHOLARSHIPS 1000 UNIVERSITY OF OKLAHOMA 1000 ASP AVE NORMAN OK 74960 NONE GOV SCHOLARSHIPS 1000 AT STILL UNIVERSITY 800 W JEFFERSON STREET KIRKSVILLE MO 63501 NONE GOV GENERAL SUPPORT 150000 OPAA PO BOX 790379 ST LOUIS MO 63179 NONE PC GENERAL SUPPORT 2400 STILWELL KIWANIS CLUB PO BOX 1312 STILWELL OK 74960 NONE PC GENERAL SUPPORT 2000 STILWELL YOUTH LEAGUE PO BOX 1312 STILWELL OK 74960 NONE PC GENERAL SUPPORT 2000 DAHLONEGAH SCHOOL 468739 E 878 ROAD STILWELL OK 74960 NONE GOV GENERAL SUPPORT 10000 COOKSON HILLS CHRISTIAN SCHOOL 60410 HWY 10 KANSAS OK 74347 NONE PF GENERAL SUPPORT 25000 JOHN BROWN UNIVERSITY 2000 WEST UNIVERSITY STREET SILOAM SPRINGS AR 72761 NONE PC GENERAL SUPPORT 25000 946900 14 3906 14 422892 14 1495 18 1036274 1464567 1464567 false false false false false false false false false false ACCOUNTING 8805 4403 0 0 MERRILL LYNCH & AMERITRADE 3913728 10898952 VIDA LONGEVITY FUND, LP 818898 782995 1051103 APOLLO DEBT SOLUTIONS 500100 500100 533270 PARTNERSHIP DISTRIBUTIONS 34400 UNREALIZED LOSS 823176 MISCELLANEOUS 1008 1008 MANAGEMENT FEES 6407 6407 PORTFOLIO DEDUCTIONS 2664 2664 AMORTIZATION EXPENSE 26 26 OTHER INCOME 1495 1495 ADAIR COUNTY HEALTH CENTER 150000 3520000 2022-12 0 CONSULTING 16000 0 0 0 ADVISOR FEES 59547 59547 0 0 FOREIGN TAXES PAID 9723 9723 0 0 EXCISE TAX 33863 0 0 0