Nonprofit · EIN 99-6313915
ROBERT A AND MARY CARLETON YOUNG FOUNDATION
Also known as ROBERT A YOUNG III TTEE
Tax-exempt · FORT SMITH, AR 72902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $995,889 | $619,034 | $376,855 | $10,478,240 | $0 | $10,478,240 |
| December 31, 2024 | 990-PF | $10,113,898 | $12,515 | $10,101,383 | $10,100,334 | $0 | $10,100,334 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $303,504
- Net gain from sales of assets
- $692,385
Expenses
- Grants and similar amounts paid
- $353,000
- Disbursements for charitable purposes
- $355,284
- Excise tax on investment income
- $12,149
Balance sheet and other
- Total assets, start of year
- $10,100,334
- Total assets, end of year
- $10,478,240
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,478,240
- Fair market value of assets
- $10,826,405
- Qualifying distributions
- $355,284
- Net investment income
- $927,583
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 |
|---|---|---|---|
| ROBERT YOUNG 2414 HENDRICKS BLVD, FORT SMITH, AR 72903 | TRUSTEE | 1 | $0 |
| MARY YOUNG 2414 HENDRICKS BLVD, FORT SMITH, AR 72903 | TRUSTEE | 1 | $0 |
| CHRISTINA IVEY 2507 ATHLONE RD, FORT SMITH, AR 72903 | TRUSTEE | 1 | $0 |
| STEPHEN YOUNG 18 FREE FERRY N, FORT SMITH, AR 72903 | TRUSTEE | 1 | $0 |
| TRACY SMITH 3 CAVALIER COURT, LITTLE ROCK, AR 72223 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT YOUNG 2414 HENDRICKS BLVD, FORT SMITH, AR 72903 | TRUSTEE | 1 | $0 |
| MARY YOUNG 2414 HENDRICKS BLVD, FORT SMITH, AR 72903 | TRUSTEE | 1 | $0 |
| CHRISTINA IVEY 2507 ATHLONE RD, FORT SMITH, AR 72903 | TRUSTEE | 1 | $0 |
| STEPHEN YOUNG 18 FREE FERRY N, FORT SMITH, AR 72903 | TRUSTEE | 1 | $0 |
| TRACY SMITH 3 CAVALIER COURT, LITTLE ROCK, AR 72223 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 7, FORT SMITH, AR 72902-0007
- Signed the 990-PF
- ROBERT YOUNG, TRUSTEE
- Phone
- (479) 221-5494
- Return prepared by
- Forvis Mazars 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 | Check at the IRS |
IRS record
- EIN
- 99-6313915
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $10,478,240
- Income (IRS master file)
- $6,563,486
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $995,889 | $619,034 | $10,478,240 | XML |
| 990-PF | December 2024 | $10,113,898 | $12,515 | $10,100,334 | XML |
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 99-6313915).
Questions about ROBERT A AND MARY CARLETON YOUNG FOUNDATION
- What is the EIN of ROBERT A AND MARY CARLETON YOUNG FOUNDATION?
- The employer identification number (EIN) of ROBERT A AND MARY CARLETON YOUNG FOUNDATION is 99-6313915.
- Is ROBERT A AND MARY CARLETON YOUNG FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to ROBERT A AND MARY CARLETON YOUNG FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT A AND MARY CARLETON YOUNG FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT A AND MARY CARLETON YOUNG 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 ROBERT A AND MARY CARLETON YOUNG 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 ROBERT A AND MARY CARLETON YOUNG FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ROBERT A AND MARY CARLETON YOUNG FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $995,889, expenses of $619,034 and total assets of $10,478,240 at year end.
Other nonprofits in FORT SMITH
- THE TCM FOUNDATION EIN 71-0813230 · last filed 990-PF for 2025
- UNITED WAY OF FORT SMITH AREA INC EIN 71-0329530 · last filed 990 for 2025
- FORT SMITH PUBLIC LIBRARY ENDOWMENT TR EIN 71-0792812 · last filed 990 for 2024
- FORT SMITH PUBLIC SCHOOLS FOUNDATION INC EIN 71-0800240 · last filed 990 for 2025
- CLASSIC CHARITABLE FOUNDATION EIN 20-4586846 · last filed 990 for 2025
- ST ANNES SOCIETY EIN 82-2003279 · last filed 990-PF for 2025
- DIVINE MERCY REPARATION ASSOCIATION EIN 99-4622400 · last filed 990-EZ for 2024
- COMMUNITY RESCUE MISSION ENDOWMENT TRUST EIN 88-3474809 · last filed 990 for 2024
All nonprofits in FORT SMITH · Arkansas · Philanthropy, voluntarism and grantmaking foundations