Civic Intelligence

James Henry Steele Charitable Annuity Tr

EIN 71-6178991 • Fayetteville, AR

3608 N Steele Suite 202Fayetteville, AR 72703
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

94th percentile

74%

Higher net margin than 94% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2022

Asset Growth

64th percentile

4.3%

Faster asset growth than 64% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

46%

Faster revenue growth than 83% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$179,262

Up $7,354 (+4.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$179,262

Up $7,354 (+4.3%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin94th percentile

Revenue

Up

$12,345

Up $3,905 (+46%) from 2023

Expenses

Down

$3,186

Down $9,572 (-75%) from 2023

Net Income

Up

$9,159

Up $13,477 (+312%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $188,761Liabilities 2011: $02011Assets 2012: $177,760Liabilities 2012: $02012Assets 2013: $185,269Liabilities 2013: $0Net Assets 2013: $185,2692013Assets 2014: $186,714Liabilities 2014: $02014Assets 2015: $192,800Liabilities 2015: $8,721Net Assets 2015: $184,0792015Assets 2016: $174,824Liabilities 2016: $0Net Assets 2016: $174,8242016Assets 2017: $173,377Liabilities 2017: $0Net Assets 2017: $173,3772017Assets 2018: $172,761Liabilities 2018: $0Net Assets 2018: $172,7612018Assets 2019: $172,045Liabilities 2019: $0Net Assets 2019: $172,0452019Assets 2020: $171,809Liabilities 2020: $0Net Assets 2020: $171,8092020Assets 2021: $175,428Liabilities 2021: $0Net Assets 2021: $175,4282021Assets 2022: $171,187Liabilities 2022: $0Net Assets 2022: $171,1872022Assets 2023: $171,908Liabilities 2023: $0Net Assets 2023: $171,9082023Assets 2024: $179,262Liabilities 2024: $0Net Assets 2024: $179,2622024

Highlighted filing

2024

Assets$179,262
Liabilities$0
Net Assets$179,262
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10K-$20KRevenue 2011: $9,225Expenses 2011: $11,424Net Income 2011: -$2,1992011Revenue 2012: $7,312Expenses 2012: $18,171Net Income 2012: -$10,8592012Revenue 2013: $14,317Expenses 2013: $6,808Net Income 2013: $7,5092013Revenue 2014: $14,273Expenses 2014: $12,671Net Income 2014: $1,6022014Revenue 2015: $8,901Expenses 2015: $11,536Net Income 2015: -$2,6352015Revenue 2016: $11,200Expenses 2016: $20,561Net Income 2016: -$9,3612016Revenue 2017: $15,126Expenses 2017: $16,567Net Income 2017: -$1,4412017Revenue 2018: $15,127Expenses 2018: $15,752Net Income 2018: -$6252018Revenue 2019: $14,408Expenses 2019: $15,077Net Income 2019: -$6692019Revenue 2020: $11,888Expenses 2020: $12,208Net Income 2020: -$3202020Revenue 2021: $14,297Expenses 2021: $10,592Net Income 2021: $3,7052021Revenue 2022: $7,949Expenses 2022: $13,820Net Income 2022: -$5,8712022Revenue 2023: $8,440Expenses 2023: $12,758Net Income 2023: -$4,3182023Revenue 2024: $12,345Expenses 2024: $3,186Net Income 2024: $9,1592024

Highlighted filing

2024

Revenue$12,345
Expenses$3,186
Net Income$9,159
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$179,262
Liabilities
$0
Net assets
$179,262
Revenue
$12,345
Expenses
$3,186
Net income
$9,159
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.12$0.03$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.08$0.13$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.08$0.14$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.14$0.11$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.12$0.12$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.14$0.15$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.15$0.16$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.15$0.17$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.11$0.21$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.93$0.09$1.84$0.09$0.12$0.03
2014Summary only. Only limited summary data is available for this year.$1.87$0.00$0.14$0.13$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.14$0.07$0.08
2012Summary only. Only limited summary data is available for this year.$1.78$0.00$0.07$0.18$0.11
2011Summary only. Only limited summary data is available for this year.$1.89$0.00$0.09$0.11$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH MOURTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
James Henry Steele Charitable Annuity Tr
EIN
71-6178991
Phone
4794426213
Address
3608 N STEELE SUITE 202, FAYETTEVILLE, AR 72703

Signing Officer

Name
Kenneth Mourtin
Title
Trustee
Phone
4794426213
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Peritum LLC
Address
5519 HACKETT ST, SPRINGDALE, AR 72762-7051
Preparer
Steven H Bertram
Phone
4794432705
Raw XML Appendix376 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05073
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt02147
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt010198
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt02147
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt012345
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt05125
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07220
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt05119
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05119
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt09159
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt021748
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07220
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011549
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01485
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01980
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt080
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0106
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt05125
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0796
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03186
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012345
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt012345
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0796
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt014039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt016177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LT/COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ST/COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07220
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt09
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt09159
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01805
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0181067
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0171908
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0179262
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08920
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08920
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08920
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt09081
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0161
IRS990PF/DistributableAmountGrp/TotalTaxAmt0161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0161
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0188565
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0171908
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0171908
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07847
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06467
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06467
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0164061
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0172795
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07354
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0171908
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0179262
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0188565
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0171908
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0171908
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0179262
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0184393
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05892
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0178501
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02766
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt09081
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0181627
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KENNETH MOURTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02390
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt0N/A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KENNETH MOURTON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FAYETTEVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd072703
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04794426213
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SEE PART XV NUMBER 3 (A) LIST OF CHARITABLE ACTIVITIES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02390
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08920
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06530
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03291
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0477
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03003
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06530
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04091
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03850
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0241
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02390
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04091
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010621
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL & PROFESSIONAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0825
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01100
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0275
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05542
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt17042
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt219916
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt38598
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt45254
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt511074
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt66862
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt73030
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt84617
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt921193
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt106452
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt117530
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt120
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1324771
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt140
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt157274
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt165820
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt178206
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt180
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1910880
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0AMERICAN MUTUAL FUND CLASS F2
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1AQR LARGE CAP DEFENSIVE FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2BAIRD AGGREGATE BOND FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3CHAMPLAIN MID CAP FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4CLEARBRIDGE DIVIDEND STRATEGY
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5DODGE & COX INCOME FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6GOLDMAN SACHS GQG PARTNERS INTL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7JOHN HANCOCK DISCIPLINED VALUE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc8LOOMIS SAYLESS GROWTH
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc9METROPOLITAN WEST TOTAL RETURN BOND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc10MFS EMERGINING MARKETS DEBT FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc11MFS RESEARCH FUND CLASS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc12NYLI MACKAY HIGH YIELD CORP BOND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc13PIMCO LOW DURATION FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc14PIMCO TOTAL RETURN
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc15T. ROWE PRICE OVERSEAS STOCK FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc16T. ROWE PRICE SMALL CAP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc17T. ROWE PRICE US EQUITY
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc18TCW METROPOLITAN WEST TOTAL RETURN BOND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc19TRANSAMERICA HIGH YIELD BOND FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05741
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt17928
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt221840
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt37150
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt45576
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt512119
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt66910
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt73335
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt84776
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt90
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt106829
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt117976
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1211195
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt130
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1427122
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt157483
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt166106
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt177475
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1823234
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt190
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt07809
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt16426
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt219389
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt38085
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt46611
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt511042
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt68504
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt74163
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt88695
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt90
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt105544
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1110492
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1211314
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt130
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1424841
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt158942
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt167163
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1712975
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1820103
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt190
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01805
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON REPORTABLE TRANSACTION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01980
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01485
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0495
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt031
TaxesSchedule/TaxesDetail/Amt175
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt023
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt157
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt118
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH MOURTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04794426213
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES HENRY STEELE CHARITABLE ANNUITY TR
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0716178991
ReturnHeader/Filer/PhoneNum04794426213
ReturnHeader/Filer/USAddress/AddressLine1Txt03608 N STEELE SUITE 202
ReturnHeader/Filer/USAddress/CityNm0FAYETTEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd072703
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843845802
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERITUM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05519 HACKETT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0727627051
ReturnHeader/PreparerPersonGrp/PhoneNum04794432705
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN H BERTRAM
ReturnHeader/ReturnTs02025-11-17T12:24:41-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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