Nonprofit · EIN 71-6157075
JOSEPH FRANCIS WALLACE TR
Also known as FERGUSON GIBBS TTEE
Tax-exempt · MCGEHEE, AR 71654
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $330,084 | $345,288 | -$15,204 | $6,387,125 | $0 | $6,387,125 |
| December 31, 2024 | 990-PF | $330,015 | $339,214 | -$9,199 | $6,402,330 | $1 | $6,402,329 |
| December 31, 2023 | 990-PF | $332,765 | $347,633 | -$14,868 | $6,411,528 | $0 | $6,411,528 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $10,490
- Interest
- $319,594
Expenses
- Grants and similar amounts paid
- $291,283
- Compensation of officers, directors and key employees
- $4,800
- Disbursements for charitable purposes
- $300,533
- Excise tax on investment income
- $3,966
Balance sheet and other
- Total assets, start of year
- $6,402,330
- Total assets, end of year
- $6,387,125
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,387,125
- Fair market value of assets
- $6,380,662
- Qualifying distributions
- $300,533
- Net investment income
- $330,084
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 Lucky 15 Moss Drive, McGehee, AR 71654 | Trustee | 0.25 | $2,400 |
| James R Daniels 7 Reynolds Dr, McGehee, AR 71654 | Trustee | 0.25 | $2,400 |
| Gibbs Ferguson 209 W Oak Street, McGehee, AR 71654 | Trustee | 5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert Lucky 15 Moss Drive, McGehee, AR 71654 | Trustee | 0.25 | $2,400 |
| James R Daniels 7 Reynolds Dr, McGehee, AR 71654 | Trustee | 0.25 | $2,400 |
| Gibbs Ferguson 209 W Oak Street, McGehee, AR 71654 | Trustee | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert Lucky 15 Moss Drive, McGehee, AR 71654 | Trustee | 0.25 | $2,400 |
| James R Daniels 7 Reynolds Dr, McGehee, AR 71654 | Trustee | 0.25 | $2,400 |
| Gibbs Ferguson 209 W Oak Street, McGehee, AR 71654 | Trustee | 5 | $0 |
Address and contacts
- Address (IRS master file)
- C/O GIBBS FERGUSON 209 WEST OAK ST, MCGEHEE, AR 71654-0000
- In care of
- % GIBBS FERGUSON
- Signed the 990-PF
- Gibbs Ferguson, Trustee
- Phone
- (870) 222-6660
- Return prepared by
- The Montgomery Firm CPAs PA
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 | 990-PF on file |
IRS record
- EIN
- 71-6157075
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $6,387,125
- Income (IRS master file)
- $330,084
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $330,084 | $345,288 | $6,387,125 | IRS |
| 990-PF | December 2024 | $330,015 | $339,214 | $6,402,330 | XML |
| 990-PF | December 2023 | $332,765 | $347,633 | $6,411,528 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 71-6157075).
Questions about JOSEPH FRANCIS WALLACE TR
- What is the EIN of JOSEPH FRANCIS WALLACE TR?
- The employer identification number (EIN) of JOSEPH FRANCIS WALLACE TR is 71-6157075.
- Is JOSEPH FRANCIS WALLACE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to JOSEPH FRANCIS WALLACE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH FRANCIS WALLACE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH FRANCIS WALLACE TR 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 JOSEPH FRANCIS WALLACE TR 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 JOSEPH FRANCIS WALLACE TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 2 received compensation from the organization, the highest $2,400 (Robert Lucky, Trustee).
- How much revenue does JOSEPH FRANCIS WALLACE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $330,084, expenses of $345,288 and total assets of $6,387,125 at year end.
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