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Nonprofit · EIN 94-3426736

JAMES H MCKENZIE CHARITABLE FOUNDATION

Also known as MCKENZIE BETTY L

Tax-exempt · HOT SPRINGS, AR 71913

Financials

$15K$7K2023$8K$6K2024$3K$8K2025
Revenue Expenses · by fiscal year end
Financials of JAMES H MCKENZIE CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,538$8,036-$5,498$138,217$0$138,217
December 31, 2024990-PF$7,877$6,306$1,571$143,715$0$143,715
December 31, 2023990-PF$15,231$6,533$8,698$142,317$0$142,317
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$3,495
Net gain from sales of assets
-$957

Expenses

Grants and similar amounts paid
$7,000
Disbursements for charitable purposes
$7,000

Balance sheet and other

Total assets, start of year
$143,715
Total assets, end of year
$138,217
Total liabilities, end of year
$0
Net assets, end of year
$138,217
Fair market value of assets
$166,576
Qualifying distributions
$7,000

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
Betty Formby
203 Long Island Drive, Hot Springs, AR 71913
Director0$0
Kris Raub
40 Stonegate Shores Drive, Hot Springs, AR 71913
Director0$0
Miki Morrow
602 Gleneagle Court, Cave Springs, AR 72718
Director0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Betty Formby
203 Long Island Drive, Hot Springs, AR 71913
Director0$0
Kris Raub
40 Stonegate Shores Drive, Hot Springs, AR 71913
Director0$0
Miki Morrow
602 Gleneagle Court, Cave Springs, AR 72718
Director0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Betty Formby
203 Long Island Drive, Hot Springs, AR 71913
Director0$0
Kris Raub
40 Stonegate Shores Drive, Hot Springs, AR 71913
Director0$0
Miki Morrow
602 Gleneagle Court, Cave Springs, AR 72718
Director0$0

Address and contacts

Address (IRS master file)
203 LONG ISLAND DR, HOT SPRINGS, AR 71913-9635
In care of
% BETTY L MCKENZIE
Signed the 990-PF
Miki Morrow, Director
Phone
(501) 315-7732
Return prepared by
Wendy Dugall CPA - ProNet Services Inc

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
94-3426736
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
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$138,217
Income (IRS master file)
$16,845

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,538$8,036$138,217IRS
990-PFDecember 2024$7,877$6,306$143,715IRS
990-PFDecember 2023$15,231$6,533$142,317XML
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 94-3426736).

Questions about JAMES H MCKENZIE CHARITABLE FOUNDATION

What is the EIN of JAMES H MCKENZIE CHARITABLE FOUNDATION?
The employer identification number (EIN) of JAMES H MCKENZIE CHARITABLE FOUNDATION is 94-3426736.
Is JAMES H MCKENZIE CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to JAMES H MCKENZIE CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES H MCKENZIE CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES H MCKENZIE CHARITABLE FOUNDATION 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 H MCKENZIE CHARITABLE FOUNDATION 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 H MCKENZIE CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does JAMES H MCKENZIE CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,538, expenses of $8,036 and total assets of $138,217 at year end.

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