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Nonprofit · EIN 71-6178991

JAMES HENRY STEELE CHARITABLE REM ANNUITY TRUST

Also known as MOURTON KENNETH TTEE

Tax-exempt · FAYETTEVILLE, AR 72703

Financials

$8K$13K2023$12K$3K2024$14K$15K2025
Revenue Expenses · by fiscal year end
Financials of JAMES HENRY STEELE CHARITABLE REM ANNUITY TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$14,040$14,584-$544$183,593$5,194$178,399
December 31, 2024990-PF$12,345$3,186$9,159$179,262$0$179,262
December 31, 2023990-PF$8,440$12,758-$4,318$171,908$0$171,908
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$5,699
Net gain from sales of assets
$8,341

Expenses

Grants and similar amounts paid
$10,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$13,437
Excise tax on investment income
$179

Balance sheet and other

Total assets, start of year
$179,262
Total assets, end of year
$183,593
Total liabilities, end of year
$5,194
Net assets, end of year
$178,399
Fair market value of assets
$199,680
Qualifying distributions
$13,437
Net investment income
$14,040

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.

NameTitleHours / weekCompensation
KENNETH MOURTON
3608 N STEELE 202, FAYETTEVILLE, AR 72703
TRUSTEE0.5$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
KENNETH MOURTON
3608 N STEELE 202, FAYETTEVILLE, AR 72703
TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
KENNETH MOURTON
3608 N STEELE 202, FAYETTEVILLE, AR 72703
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
3608 N STEELE BLVD STE 202, FAYETTEVILLE, AR 72703-5350
In care of
% KENNETH R MOURTON
Signed the 990-PF
KENNETH MOURTION, TRUSTEE
Phone
(479) 442-6213
Return prepared by
PERITUM LLC

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
71-6178991
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$183,593
Income (IRS master file)
$25,566

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$14,040$14,584$183,593IRS
990-PFDecember 2024$12,345$3,186$179,262IRS
990-PFDecember 2023$8,440$12,758$171,908XML
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 71-6178991).

Questions about JAMES HENRY STEELE CHARITABLE REM ANNUITY TRUST

What is the EIN of JAMES HENRY STEELE CHARITABLE REM ANNUITY TRUST?
The employer identification number (EIN) of JAMES HENRY STEELE CHARITABLE REM ANNUITY TRUST is 71-6178991.
Is JAMES HENRY STEELE CHARITABLE REM ANNUITY TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to JAMES HENRY STEELE CHARITABLE REM ANNUITY TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES HENRY STEELE CHARITABLE REM ANNUITY TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES HENRY STEELE CHARITABLE REM ANNUITY 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 JAMES HENRY STEELE CHARITABLE REM ANNUITY 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 JAMES HENRY STEELE CHARITABLE REM ANNUITY TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does JAMES HENRY STEELE CHARITABLE REM ANNUITY TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $14,040, expenses of $14,584 and total assets of $183,593 at year end.

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