2025-10-14T20:25:45+00:00 2024-12-31 440160260 Forvis Mazars LLP PO Box 3667 Little Rock AR 722033667 990PF 2024-01-01 581880469 TOM J & EDNA MAE CARSON FOUNDATION TOMJ 9186962222 5000 ROGERS AVENUE 700 FORT SMITH AR 729032079 JAMES F CARSON OFFICER 9186962222 2025-10-15 true true Kevin Horn P00372843 5013721040 2025-10-15 2024 2025-03-06 01:10:19Z X 17225397 X 0 7185 7185 0 439950 439950 0 332351 1401369 332351 0 0 0 57439 57439 0 836925 836925 0 0 0 0 0 5080 2540 0 0 0 0 0 0 14475 14475 32108 4265 0 0 0 0 0 37910 37910 0 0 89573 59190 0 0 594525 594525 684098 59190 0 594525 152827 777735 0 245056 147525 147525 0 0 0 0 0 0 0 4020000 0 3520000 4020000 4020000 0 0 0 3913728 3661980 10926859 0 0 0 0 0 0 0 0 0 0 0 0 0 1283095 1723529 2131013 8961879 9553034 17225397 0 0 0 0 0 0 X 3785718 3785718 5176161 5767316 8961879 9553034 8961879 9553034 8961879 152827 438328 9553034 0 9553034 SHORT TERM CAPITAL GAIN P 2024-01-01 2024-12-31 216313 209512 6801 0 6801 LONG TERM CAPITAL GAIN P 2023-01-01 2024-12-31 1185056 859998 325058 0 325058 CAPITAL GAIN DISTRIBUTION P 2023-01-01 2024-12-31 492 0 492 0 492 332351 10811 0 10811 10811 35612 0 35612 24801 24801 false false false false false true true false true true AR true false false false false true N/A JAMES CARSON 9186962222 PO BOX 71 STILWELL OK 74960 false false false false true false false false false false false false false false false false false false false false false false JAMES F CARSON 5000 ROGERS AVENUE SUITE 700 FORT SMITH AE 72903 TRUSTEE 1.00 0 0 DREW T CARSON 5000 ROGERS AVENUE SUITE 700 FORT SMITH AR 72903 TRUSTEE 1.00 0 0 0 0 11323191 106899 1578015 13008105 0 0 13008105 195122 12812983 640649 640649 10811 10811 629838 629838 629838 594525 0 0 594525 629838 59968 0 594525 59968 0 0 534557 0 0 0 0 0 0 95281 0 0 0 0 0 0 0 0 TOM CARSON X Adair County Junior Livestock PO BOX 512 STILWELL OK 74960 NONE GOV GENERAL SUPPORT 40950 Adair County Resouce Center PO BOX 547 STILWELL OK 74960 NONE PF GENERAL SUPPORT 20000 AR OK Reg Education & Promo Assn Inc PO BOX 4145 FORT SMITH AR 72914 NONE PC GENERAL SUPPORT 3150 AR-OK State Fair PO BOX 4145 FORT SMITH AR 72914 NONE PC GENERAL SUPPORT 2700 Cave Springs School PO BOX 200 BUNCH AR 74931 NONE GOV GENERAL SUPPORT 15000 Communities Foundation of Oklahoma PO BOX 21210 OKLAHOMA CITY OK 73156 NONE PF GENERAL SUPPORT 20000 DCSLS PO BOX 793 JAY OK 74346 NONE PF GENERAL SUPPORT 450 Jermiah 29 Foundation 115 WEST DIVISION STREET STILWELL OK 74960 NONE PC GENERAL SUPPORT 41000 Northeastern University 601 N GRAND AVE TAHLEQUAH OK 74464 NONE GOV SCHOLARSHIPS 75000 Orchard Road Community Outreach PO BOX 675 STILWELL OK 74960 NONE PC GENERAL SUPPORT 48000 Stilwell Middle School 12 N 17TH ST STILWELL OK 74950 NONE GOV GENERAL SUPPORT 2000 Stilwell Public Schools 1801 W LOCUST S STILWELL OK 74960 NONE GOV GENERAL SUPPORT 21000 Stilwell Youth League PO BOX 1312 STILWELL OK 74960 NONE PF GENERAL SUPPORT 22000 Tenkiler Public School 26106 E 863 RD WELLING OK 74471 NONE GOV GENERAL SUPPORT 15000 Watts Public Schools PO BOX 410 WESTVILLE OK 74965 NONE GOV SCHOLARSHIPS 2500 Westville Education Foundation PO BOX 410 WESTVILLE OK 74965 NONE PC SCHOLARSHIPS 14950 Westville Public Schools 427 S PARK AVE WESTVILLE OK 74965 NONE GOV GENERAL SUPPORT 250825 594525 0 14 7185 14 439950 14 57439 18 332351 0 836925 0 836925 false false false false false false false false false false ACCOUNTING FEES 5080 2540 CHARLES SCHWAB 3661980 10926859 Apollo Debt Solutions 500100 501000 542824 Vida Longevity Fund 782995 722529 1078015 Ares Strategic Income FU 0 500000 510174 Management Fees 6036 6036 Amortization Expense 7 7 Portfolio Deductions 2225 2225 Professional Fees 4642 4642 Other Expense 25000 25000 OTHER INCOME 57439 57439 UNREALIZED GAIN 438328 ADAIR COUNTY HEALTH CENTER 150000 4020000 2022-12 0 4020000 Excise Tax 27843 0 Foreign Taxes 4265 4265