Nonprofit · EIN 71-6167536
CARL AND ALLEEN MCKINNEY CHARITABLE TRUST
Tax-exempt · DEWEY, OK 74029
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $107,141 | $186,836 | -$79,695 | $2,746,384 | $0 | $2,746,384 |
| December 31, 2024 | 990-PF | $96,043 | $166,203 | -$70,160 | $2,816,011 | $0 | $2,816,011 |
| December 31, 2023 | 990-PF | $74,519 | $135,135 | -$60,616 | $2,885,413 | $0 | $2,885,413 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $88,630
- Net gain from sales of assets
- $18,222
- Other income
- $289
Expenses
- Grants and similar amounts paid
- $152,850
- Compensation of officers, directors and key employees
- $31,248
- Disbursements for charitable purposes
- $168,924
- Excise tax on investment income
- $1,248
Balance sheet and other
- Total assets, start of year
- $2,816,011
- Total assets, end of year
- $2,746,384
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,746,384
- Fair market value of assets
- $3,223,633
- Qualifying distributions
- $168,924
- Net investment income
- $106,852
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Arvest Bank - Trust Division PO Box 2389, Bentonville, AR 72712 | Trustee | 2 | $31,248 |
| Clint Patterson 201 NE A Street, BENTONVILLE, AR 72712 | Officer | 1 | $0 |
| Greater Bentonville Chamber of Comm 702 SE 5th ST 40 PO Box 440, BENTONVILLE, AR 72712 | Officer | 1 | $0 |
| Mr Blaine A Jackson 201 SW E Street, Bentonville, AR 72712 | Officer | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Arvest Bank - Trust Division PO Box 2389, Bentonville, AR 72712 | Trustee | 2 | $30,617 |
| Clint Patterson 201 NE A Street, BENTONVILLE, AR 72712 | Officer | 1 | $0 |
| Greater Bentonville Chamber of Comm 702 SE 5th ST 40 PO Box 440, BENTONVILLE, AR 72712 | Officer | 1 | $0 |
| Mr Blaine A Jackson 201 SW E Street, Bentonville, AR 72712 | Officer | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Arvest Bank - Trust Division PO Box 2389, Bentonville, AR 72712 | Trustee | 2 | $29,148 |
| Clint Patterson 201 NE A Street, BENTONVILLE, AR 72712 | Officer | 1 | $0 |
| Greater Bentonville Chamber of Comm 702 SE 5th ST 40 PO Box 440, BENTONVILLE, AR 72712 | Officer | 1 | $0 |
| Mr Blaine A Jackson 201 SW E Street, Bentonville, AR 72712 | Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 800 N OSAGE AVE, DEWEY, OK 74029-1602
- In care of
- % ARVEST TRUST CO
- Signed the 990-PF
- DEE DERRYBERRY, Vice President
- Phone
- (479) 271-1254
- Return prepared by
- ERNST & YOUNG US LLP
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 | 990-PF on file |
| 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
- 71-6167536
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99J)
- Assets (IRS master file)
- $2,746,384
- Income (IRS master file)
- $225,989
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $107,141 | $186,836 | $2,746,384 | IRS |
| 990-PF | December 2024 | $96,043 | $166,203 | $2,816,011 | IRS |
| 990-PF | December 2023 | $74,519 | $135,135 | $2,885,413 | 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 71-6167536).
Questions about CARL AND ALLEEN MCKINNEY CHARITABLE TRUST
- What is the EIN of CARL AND ALLEEN MCKINNEY CHARITABLE TRUST?
- The employer identification number (EIN) of CARL AND ALLEEN MCKINNEY CHARITABLE TRUST is 71-6167536.
- Is CARL AND ALLEEN MCKINNEY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to CARL AND ALLEEN MCKINNEY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARL AND ALLEEN MCKINNEY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARL AND ALLEEN MCKINNEY CHARITABLE 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 CARL AND ALLEEN MCKINNEY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CARL AND ALLEEN MCKINNEY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $31,248 (Arvest Bank - Trust Division, Trustee).
- How much revenue does CARL AND ALLEEN MCKINNEY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $107,141, expenses of $186,836 and total assets of $2,746,384 at year end.
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