Nonprofit · EIN 73-6362345
JOAN ZUMWALT FAMILY FOUNDATION
Also known as JOAN ZUMWALT ET AL TTEE
Tax-exempt · CABOT, AR 72023
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $79,094 | $162,149 | -$83,055 | $693,081 | $0 | $693,081 |
| December 31, 2023 | 990-PF | $105,927 | $13,655 | $92,272 | $776,136 | $0 | $776,136 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $9,014
- Interest
- $9,940
- Net gain from sales of assets
- $60,038
- Other income
- $102
Expenses
- Grants and similar amounts paid
- $145,000
- Disbursements for charitable purposes
- $145,000
- Excise tax on investment income
- $860
Balance sheet and other
- Total assets, start of year
- $776,136
- Total assets, end of year
- $693,081
- Total liabilities, end of year
- $0
- Net assets, end of year
- $693,081
- Fair market value of assets
- $892,968
- Qualifying distributions
- $145,000
- Net investment income
- $78,992
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREGORY JONES 182 ABBEY COURT, NEWPORT NEWS, VA 23602 | Trustee | 0 | $0 |
| LISA BAMBURG 180 MAPLEWOOD DRIVE, CABOT, AR 72023 | Trustee | 0 | $0 |
| KELLI ZUMWALT 15 AMITY, EUREKA SPRINGS, AR 72632 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREGORY JONES 182 ABBEY COURT, NEWPORT NEWS, VA 23602 | Trustee | 0 | $0 |
| LISA BAMBURG 180 MAPLEWOOD DRIVE, CABOT, AR 72023 | Trustee | 0 | $0 |
| KELLI ZUMWALT 15 AMITY, EUREKA SPRINGS, AR 72632 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 180 MAPLEWOOD DR, CABOT, AR 72023-7128
- In care of
- % JOAN R ZUMWALT
- Signed the 990-PF
- LISA BAMBURG, Trustee
- Phone
- (501) 658-5613
- Return prepared by
- BRC Advisors LLC
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 | Not 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
- 73-6362345
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $693,081
- Income (IRS master file)
- $226,500
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $79,094 | $162,149 | $693,081 | XML |
| 990-PF | December 2023 | $105,927 | $13,655 | $776,136 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 73-6362345).
Questions about JOAN ZUMWALT FAMILY FOUNDATION
- What is the EIN of JOAN ZUMWALT FAMILY FOUNDATION?
- The employer identification number (EIN) of JOAN ZUMWALT FAMILY FOUNDATION is 73-6362345.
- Is JOAN ZUMWALT FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to JOAN ZUMWALT FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOAN ZUMWALT FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOAN ZUMWALT FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOAN ZUMWALT FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JOAN ZUMWALT FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOAN ZUMWALT FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $79,094, expenses of $162,149 and total assets of $693,081 at year end.
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All nonprofits in CABOT · Arkansas · Philanthropy, voluntarism and grantmaking foundations