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Nonprofit · EIN 71-6143264

HARVEY AND BERNICE JONES CHARITABLE TRUST 2

Also known as FIRST SECURITY BANK TTEE

Tax-exempt · SPRINGDALE, AR 72765

Financials

$78K$82K2022$55K$77K2023$114K$80K2024
Revenue Expenses · by fiscal year end
Financials of HARVEY AND BERNICE JONES CHARITABLE TRUST 2 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$113,630$79,797$33,833$1,070,968$0$1,070,968
November 30, 2024990-PF$55,381$76,559-$21,178$1,037,107$0$1,037,107
November 30, 2023990-PF$78,336$82,212-$3,876$1,057,610$0$1,057,610
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$24,415
Interest
$10,618
Net gain from sales of assets
$78,597

Expenses

Grants and similar amounts paid
$65,451
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$65,451
Excise tax on investment income
$1,579

Balance sheet and other

Total assets, start of year
$1,037,107
Total assets, end of year
$1,070,968
Total liabilities, end of year
$0
Net assets, end of year
$1,070,968
Fair market value of assets
$1,442,715
Qualifying distributions
$65,451
Net investment income
$113,630

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
DR JOEL CARVER
PO BOX 233, SPRINGDALE, AR 72765
DIRECTOR0$0
FIRST SECURITY BANK
PO BOX 249, SPRINGDALE, AR 72765
DIRECTOR0$0
BETSY PHILLIPS
PO BOX 233, SPRINGDALE, AR 72765
DIRECTOR0$0
990-PF for the year ended November 30, 2024: 3 people
NameTitleHours / weekCompensation
DR JOEL CARVER
PO BOX 233, SPRINGDALE, AR 72765
DIRECTOR0$0
FIRST SECURITY BANK
PO BOX 249, SPRINGDALE, AR 72765
DIRECTOR0$0
BETSY PHILLIPS
PO BOX 233, SPRINGDALE, AR 72765
DIRECTOR0$0
990-PF for the year ended November 30, 2023: 3 people
NameTitleHours / weekCompensation
DR JOEL CARVER
PO BOX 233, SPRINGDALE, AR 72765
DIRECTOR0$0
FIRST SECURITY BANK
PO BOX 249, SPRINGDALE, AR 72765
DIRECTOR0$0
BETSY PHILLIPS
PO BOX 233, SPRINGDALE, AR 72765
DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 249, SPRINGDALE, AR 72765-0249
Signed the 990-PF
NATHAN NAILLING, TRUST OFFICER
Phone
(479) 756-0611
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 November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
71-6143264
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
1991
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$1,070,968
Income (IRS master file)
$444,649

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$113,630$79,797$1,070,968XML
990-PFNovember 2024$55,381$76,559$1,037,107XML
990-PFNovember 2023$78,336$82,212$1,057,610XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS
990-PFNovember 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 71-6143264).

Questions about HARVEY AND BERNICE JONES CHARITABLE TRUST 2

What is the EIN of HARVEY AND BERNICE JONES CHARITABLE TRUST 2?
The employer identification number (EIN) of HARVEY AND BERNICE JONES CHARITABLE TRUST 2 is 71-6143264.
Is HARVEY AND BERNICE JONES CHARITABLE TRUST 2 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to HARVEY AND BERNICE JONES CHARITABLE TRUST 2 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HARVEY AND BERNICE JONES CHARITABLE TRUST 2 file?
Form 990-PF. Private foundations file every year.
When is the next return of HARVEY AND BERNICE JONES CHARITABLE TRUST 2 due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HARVEY AND BERNICE JONES CHARITABLE TRUST 2 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of HARVEY AND BERNICE JONES CHARITABLE TRUST 2?
The 990-PF for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does HARVEY AND BERNICE JONES CHARITABLE TRUST 2 have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $113,630, expenses of $79,797 and total assets of $1,070,968 at year end.

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