Nonprofit · EIN 71-0718507
JONES TRUST
Tax-exempt · SPRINGDALE, AR 72764
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $9,109,515 | $8,578,632 | $530,883 | $77,104,640 | $767,184 | $76,337,456 |
| December 31, 2023 | 990-PF | $6,400,396 | $7,614,480 | -$1,214,084 | $75,642,735 | $691,898 | $74,950,837 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $736,829
- Dividends
- $1,385,298
- Interest
- $45,897
- Net rental income
- $2,168,931
- Net gain from sales of assets
- $2,538,164
- Other income
- $2,234,396
Expenses
- Grants and similar amounts paid
- $500,661
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $1,277,528
- Disbursements for charitable purposes
- $2,286,270
Balance sheet and other
- Total assets, start of year
- $75,642,735
- Total assets, end of year
- $77,104,640
- Total liabilities, end of year
- $767,184
- Net assets, end of year
- $76,337,456
- Fair market value of assets
- $77,104,640
- Qualifying distributions
- $2,286,270
- Net investment income
- $6,203,755
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR JOEL CARVER 922 E EMMA AVE, SPRINGDALE, AR 72764 | DIRECTOR | 1 | $0 |
| BETSY PHILLIPS 922 E EMMA AVE, SPRINGDALE, AR 72764 | DIRECTOR | 1 | $0 |
| ARCHIE SCHAFFER III 922 E EMMA AVE, SPRINGDALE, AR 72764 | DIRECTOR | 1 | $0 |
| ADAM ARROYOS 922 E EMMA AVE, SPRINGDALE, AR 72764 | DIRECTOR | 1 | $0 |
| BRANDON TAYLOR 922 E EMMA AVE, SPRINGDALE, AR 72764 | DIRECTOR | 1 | $0 |
| CELIA SWANSON 922 E EMMA AVE, SPRINGDALE, AR 72764 | BOARD CHAIR | 1 | $0 |
| RUSSELL TOOLEY 922 E EMMA AVE, SPRINGDALE, AR 72764 | BOARD VICE CHAIR | 1 | $0 |
| MIKE LUTTRELL 922 E EMMA AVE, SPRINGDALE, AR 72764 | SECRETARY/TREASURER | 1 | $0 |
| JEFFREY WILLIAMS 922 E EMMA AVE, SPRINGDALE, AR 72764 | DIRECTOR | 1 | $0 |
| CHRIS SOOTER 922 E EMMA AVE, SPRINGDALE, AR 72764 | CFO | 40 | $0 |
| JASON NICHOL 922 E EMMA AVE, SPRINGDALE, AR 72764 | DIRECTOR | 1 | $0 |
| JANE EWING 922 E EMMA AVE, SPRINGDALE, AR 72764 | DIRECTOR | 1 | $0 |
| ED CLIFFORD 922 E EMMA AVE, SPRINGDALE, AR 72764 | INTERIM PRESIDENT/CEO (JAN-MAY) | 40 | $0 |
| CARMEN KINGSTON 2610 NW A STREET, BENTONVILLE, AR 72712 | DIRECTOR | 1 | $0 |
| MARSHALL NEY 56 W CHAMPIONS BLVD, ROGERS, AR 72758 | DIRECTOR | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE T LLOYD 922 E EMMA AVE, SPRINGDALE, AR 72758 | PRESIDENT/CEO (JUN-DEC) | 40 | $0 |
990-PF for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR JOEL CARVER 922 E EMMA AVE, SPRINGDALE, AR 72764 | DIRECTOR | 1 | $0 |
| BETSY PHILLIPS 922 E EMMA AVE, SPRINGDALE, AR 72764 | DIRECTOR | 1 | $0 |
| ARCHIE SCHAFFER III 922 E EMMA AVE, SPRINGDALE, AR 72764 | DIRECTOR | 1 | $0 |
| ADAM ARROYOS 922 E EMMA AVE, SPRINGDALE, AR 72764 | DIRECTOR | 1 | $0 |
| BRANDON TAYLOR 922 E EMMA AVE, SPRINGDALE, AR 72764 | DIRECTOR | 1 | $0 |
| CELIA SWANSON 922 E EMMA AVE, SPRINGDALE, AR 72764 | BOARD CHAIR | 1 | $0 |
| ROBYN BRESHEARS 922 E EMMA AVE, SPRINGDALE, AR 72764 | BOARD VICE CHAIR | 1 | $0 |
| RUSSELL TOOLEY 922 E EMMA AVE, SPRINGDALE, AR 72764 | PAST BOARD CHAIR | 1 | $0 |
| MIKE LUTTRELL 922 E EMMA AVE, SPRINGDALE, AR 72764 | SECRETARY/TREASURER | 1 | $0 |
| JEFFREY WILLIAMS 922 E EMMA AVE, SPRINGDALE, AR 72764 | DIRECTOR | 1 | $0 |
| CHRIS SOOTER 922 E EMMA AVE, SPRINGDALE, AR 72764 | CFO | 40 | $0 |
| JASON NICHOL 922 E EMMA AVE, SPRINGDALE, AR 72764 | DIRECTOR | 1 | $0 |
| JANE EWING 922 E EMMA AVE, SPRINGDALE, AR 72764 | DIRECTOR | 1 | $0 |
| TERRI TROTTER 922 E EMMA AVE, SPRINGDALE, AR 72764 | PRESIDENT/CEO | 40 | $0 |
| CARMEN KINGSTON 2610 NW A STREET, BENTONVILLE, AR 72712 | DIRECTOR | 1 | $0 |
| MARSHALL NEY 56 W CHAMPIONS BLVD, ROGERS, AR 72758 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 922 E EMMA AVE, SPRINGDALE, AR 72764-4503
- In care of
- % CHRIS SOOTER
- Signed the 990-PF
- CHRIS SOOTER, CFO
- Phone
- (479) 756-8090
- Return prepared by
- LANDMARK PLC CPAS
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 71-0718507
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation (exempt from paying excise taxes)
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $80,400,902
- Income (IRS master file)
- $19,499,523
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $9,109,515 | $8,578,632 | $77,104,640 | XML |
| 990-PF | December 2023 | $6,400,396 | $7,614,480 | $75,642,735 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 71-0718507).
Questions about JONES TRUST
- What is the EIN of JONES TRUST?
- The employer identification number (EIN) of JONES TRUST is 71-0718507.
- Is JONES TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to JONES TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does JONES TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JONES TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JONES 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 JONES TRUST?
- The 990-PF for the year ended December 31, 2024 lists 16 people; 0 received compensation from the organization.
- How much revenue does JONES TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,109,515, expenses of $8,578,632 and total assets of $77,104,640 at year end.
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All nonprofits in SPRINGDALE · Arkansas · Philanthropy, voluntarism and grantmaking foundations