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Nonprofiteer
← OLD FORT MUSEUM ENDOWMENT TR

Form 990 for tax year 2023

Filed by OLD FORT MUSEUM ENDOWMENT TR.

Totals

Total revenue
$16,358
Total expenses
$146,122
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$16,358
Other revenue
$0
Total assets, end of year
$756,952
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$756,952
Program services expenses (Part IX)
$146,122
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$146,122

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $16,358 · excluded $16,358

Functional expenses

Part IX, the statement of functional expenses.

  • 11g · Fees: other

    total $1,122 · program services $1,122

  • 21 · Payments to affiliates

    total $145,000 · program services $145,000

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $257,399 · end of year $127,635

  • 11 · Investments: publicly traded securities

    beginning of year $512,888 · end of year $629,317

  • 27 · Net assets without donor restrictions

    beginning of year $500,806 · end of year $487,471

  • 28 · Net assets with donor restrictions

    beginning of year $269,481 · end of year $269,481

Mission and programs · 2023

Mission

ENDOWMENT FUND FOR THE FORT SMITH MUSEUM OF HISTORY

  • CREATED FOR THE EXCLUSIVE PURPOSE OF AN ENDOWMENT FUND FOR THE BENEFIT OF THE FORT SMITH MUSEUM OF HISTORY.

    Expenses $146,122

As filed on the 2023 return.

Listed in Part VII

  • Danny Baker

    VICE-PRESIDE

    Total calculated
    $0
    Hours/week
    1
  • David Blount

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Kathleen Caldarera

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Renee Carman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Ed Devero

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Dusty Duke

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Gary Duke

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Gala Forsgren

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Chuck Girard

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Gary Hunt

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Jennifer Kelly

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Darlin Kightlinger

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Todd Latta

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Claude Legris

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Bob Marsh

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Madeline Martinez

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jamie Moore

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Aaron Nickson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • David Roberts

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Cynthia Rockwell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Wendy Sharum

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Melissa Shaw Sikes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Anthony Sims

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Scott Stubblefield

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Sam Terry

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Helen Ann Wharton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Marcus Woodward

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
17 January 2025
IRS schema version
2023v6.0
Source object
202520319349301547

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