Forrest Jones Irrevocable Trust

Private foundation · Grantmaker Hot Springs, AR EIN: 71-6144087

Forrest Jones Irrevocable Trust is a private foundation, based in Hot Springs, AR. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $308K in total assets. In 2025, it awarded 3 grants totaling $10K. Net investment income was $17K.

Key facts about Forrest Jones Irrevocable Trust

In short: Forrest Jones Irrevocable Trust gave $10K across 3 grants in 2025 (avg $3K), mostly in Arkansas. Source: 2025 IRS Form 990-PF.

EIN
71-6144087
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$9,774
Grants made (2025)
3
Average grant
$3,258
Median grant
$2,902
Total assets
$307,576
Primary geography
Arkansas (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$308K

-0.5% YoY

Annual Giving

$10K

-42.8% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$3K

-42.8% YoY

Under IRS private-foundation payout rules, Forrest Jones Irrevocable Trust reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.

How Forrest Jones Irrevocable Trust gives

  • Giving fell 51% from 2022 to 2025. Method
  • In 2025 it paid out 58% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 3 itemized grants.

States

Cities

Mt Ida

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K3 grants2019 3 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $10K (2025) to $21K (2023). In 2025 it made 3 grants totaling $10K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Mt Ida City Council: $7KMt Ida City Council$7KMontgomery County Nursing: $3KMontgomery County Nursing$3KStandridge-Stanley Cemete: $100Standridge-Stanley Cemete$100

The largest 2025 recipient was Mt Ida City Council ($7K). Together the top 3 received $10K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Mt Ida City Council Mt Ida, ARMaintain City Park$6,772
Montgomery County Nursing Mt Ida, ARProvide Financial Support to Nursing$2,902
Standridge-Stanley Cemete Mt Ida, ARMaintain Cemetery$100

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$307,576$309,039$317,660
Revenue$12,918$13,010$13,246
Expenses$14,774$21,688$25,190
Qualifying Distributions$9,774$17,086$20,988
Net Investment Income$17,375$15,816$8,719
Distributable Amount$16,852$16,331$15,953

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS July 14, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)

Leadership & Key People

Officers and directors from IRS filings

Forrest Jones Irrevocable Trust's only listed officer is Community First Company CO, Trustee on every filing since 2022 (uncompensated).

Officers on the 2025 filing

  • Community First Company CO

    Trustee

    On filings since 2022

    No compensation reported

Former officers (1)
  • Former: Bill Kerst (2019–2021) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Forrest Jones Irrevocable Trust

How much does Forrest Jones Irrevocable Trust give each year?

Forrest Jones Irrevocable Trust gave $10K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 3 grants.

What is Forrest Jones Irrevocable Trust's typical grant size?

Forrest Jones Irrevocable Trust's median grant in 2025 was $2,902, and its average grant was $3,258, across 3 grants on its 2025 IRS Form 990-PF.

Where does Forrest Jones Irrevocable Trust give grants?

Forrest Jones Irrevocable Trust gives mostly in Arkansas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Mt Ida, AR (3 grants).

Does Forrest Jones Irrevocable Trust give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on Forrest Jones Irrevocable Trust's 2025 IRS Form 990-PF were described as general or operating support.

How large is Forrest Jones Irrevocable Trust?

Forrest Jones Irrevocable Trust reported $308K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Forrest Jones Irrevocable Trust's EIN?

Forrest Jones Irrevocable Trust's EIN (Employer Identification Number) is 71-6144087. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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