Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 71-0495345

ROY & CHRISTINE STURGIS CHARITABLE & EDUCATIONAL TRUST

Tax-exempt · ARKADELPHIA, AR 71923

Financials

$425K$888K2023$730K$798K2024
Revenue Expenses · by fiscal year end
Financials of ROY & CHRISTINE STURGIS CHARITABLE & EDUCATIONAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$729,634$797,941-$68,307$10,636,853$0$10,636,853
December 31, 2023990-PF$425,287$888,331-$463,044$10,705,160$0$10,705,160
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$313,680
Interest
$40,274
Net gain from sales of assets
$375,680

Expenses

Grants and similar amounts paid
$571,463
Compensation of officers, directors and key employees
$106,000
Disbursements for charitable purposes
$574,856
Excise tax on investment income
$8,514

Balance sheet and other

Total assets, start of year
$10,705,160
Total assets, end of year
$10,636,853
Total liabilities, end of year
$0
Net assets, end of year
$10,636,853
Fair market value of assets
$12,462,380
Qualifying distributions
$574,856
Net investment income
$729,634

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
LISA SPEER
PO BOX 493, ARKADELPHIA, AR 71923
TRUSTEE0$50,000
KATHY FINDLEY
PO BOX 493, ARKADELPHIA, AR 71923
TRUSTEE0$50,000
ANNA FINDLEY
PO BOX 493, ARKADELPHIA, AR 71923
TRUSTEE0$3,000
MARY DUNN
PO BOX 493, ARKADELPHIA, AR 71923
TRUSTEE0$3,000
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
LISA SPEER
PO BOX 493, ARKADELPHIA, AR 71923
TRUSTEE1$50,000
KATHY FINDLEY
PO BOX 493, ARKADELPHIA, AR 71923
TRUSTEE1$50,000
ANNA FINDLEY
PO BOX 493, ARKADELPHIA, AR 71923
TRUSTEE1$3,000
MARY DUNN
PO BOX 493, ARKADELPHIA, AR 71923
TRUSTEE1$3,000

Address and contacts

Address (IRS master file)
PO BOX 493, ARKADELPHIA, AR 71923-0493
Signed the 990-PF
LISA SPEER, TRUSTEE
Phone
(501) 539-3140
Return prepared by
BELL & COMPANY PA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
71-0495345
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1977
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$10,636,853
Income (IRS master file)
$3,318,867

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$729,634$797,941$10,636,853XML
990-PFDecember 2023$425,287$888,331$10,705,160XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 71-0495345).

Questions about ROY & CHRISTINE STURGIS CHARITABLE & EDUCATIONAL TRUST

What is the EIN of ROY & CHRISTINE STURGIS CHARITABLE & EDUCATIONAL TRUST?
The employer identification number (EIN) of ROY & CHRISTINE STURGIS CHARITABLE & EDUCATIONAL TRUST is 71-0495345.
Is ROY & CHRISTINE STURGIS CHARITABLE & EDUCATIONAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
Are donations to ROY & CHRISTINE STURGIS CHARITABLE & EDUCATIONAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROY & CHRISTINE STURGIS CHARITABLE & EDUCATIONAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ROY & CHRISTINE STURGIS CHARITABLE & EDUCATIONAL TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROY & CHRISTINE STURGIS CHARITABLE & EDUCATIONAL TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ROY & CHRISTINE STURGIS CHARITABLE & EDUCATIONAL TRUST?
The 990-PF for the year ended December 31, 2024 lists 4 people; 4 received compensation from the organization, the highest $50,000 (LISA SPEER, TRUSTEE).
How much revenue does ROY & CHRISTINE STURGIS CHARITABLE & EDUCATIONAL TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $729,634, expenses of $797,941 and total assets of $10,636,853 at year end.

Other nonprofits in ARKADELPHIA

All nonprofits in ARKADELPHIA · Arkansas