TOM J & EDNA MAE CARSON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TOM J & EDNA MAE CARSON FOUNDATION (EIN 58-1880469)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-06
- IRS object ID
- 202422199349100817
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-06T13:32:53-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3667 | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 722033667 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581880469 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM J & EDNA MAE CARSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JAMES F CARSON | InCareOfNm |
| Business Name Control | TOMJ | BusinessNameControlTxt |
| Phone | 9186962222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 ROGERS AVENUE SUITE 700 | AddressLine1Txt |
| City | FORT SMITH | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 729032079 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES F CARSON | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4794521040 | PhoneNum |
| Signature | 2024-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN HORN | PreparerPersonNm |
| PTIN | P00372843 | PTIN |
| Phone | 5013721040 | PhoneNum |
| Preparation | 2024-06-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,248,381 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,906 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,906 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $422,892 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $422,892 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,036,274 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,827,398 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,036,274 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,495 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,495 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,464,567 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,464,567 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,805 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,403 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,547 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,547 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $13,954 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $13,954 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,586 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,723 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,105 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $151,997 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,732 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $946,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $946,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,098,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,732 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $946,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $365,670 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,366,835 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $408,220 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $245,056 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $245,056 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $3,520,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $150,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $3,520,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $3,520,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $7,576,567 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,913,728 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,898,952 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,318,998 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,283,095 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,584,373 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,453,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,961,879 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,248,381 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,785,718 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,785,718 | CapitalStockEOYAmt |
| Retained Earning BOY | $5,668,067 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,176,161 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,453,785 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,961,879 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,453,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,961,879 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,453,785 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $365,670 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,819,455 | SubtotalAmt |
| Other Decreases | $857,576 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,961,879 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ST COVERED | P | 2023-01-01 | 2023-12-31 | $286,454 | $296,241 | -$9,550 | -$9,787 |
| LT COVERED | 2022-01-01 | 2023-12-31 | $4,190,713 | $3,487,263 | $703,880 | $703,450 | |
| LT NONCOVERED | $350,231 | $21,587 | $328,644 | $328,644 | |||
| CAPITAL GAIN DIVIDENDS | P | $13,300 | |||||
| CAPITAL GAIN DIVIDENDS | P | $13,300 | |||||
| CAPITAL GAIN DIVIDENDS | P | $13,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,036,274 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,999 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,999 | SubtotalAmt |
| Tax Based On Investment Income | $18,999 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,611 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $27,611 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,612 | OverpaymentAmt |
| Applied To ES Tax | $8,612 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES F CARSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9186962222 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 71 | AddressLine1Txt |
| City | STILWELL | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES F CARSON | ||||||||
| PO BOX 312 | Stilwell | OK | 74960 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| DREW T CARSON | ||||||||
| PO BOX 639 | Stilwell | OK | 74960 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,463,838 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $334,357 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,421,103 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,219,298 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,219,298 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $273,289 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,946,009 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $897,300 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $897,300 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,999 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,999 | TotalTaxAmt |
| Distributable Before Adj | $878,301 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $878,301 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $878,301 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $946,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $946,900 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $878,301 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $128,567 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $946,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $128,567 | AppliedToYear1Amt |
| Applied To Current Year | $818,333 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $59,968 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TOM CARSON | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JERMIAH 29 FOUNDATION | |||||||
| 115 WEST DIVISION STREET | STILWELL | OK | 74960 | NONE | PC | GENERAL SUPPORT | $41,000 |
| ORCHARD ROAD COMMUNITY OUTREACH | |||||||
| PO BOX 675 | STILWELL | OK | 74960 | NONE | PC | GENERAL SUPPORT | $37,800 |
| WESTVILLE PUBLIC SCHOOL | |||||||
| 427 S PARK AVE | WESTVILLE | OK | 74965 | NONE | GOV | GENERAL SUPPORT | $12,600 |
| ADAIR COUNTY RESOURCE CENTER | |||||||
| PO BOX 547 | STILWELL | OK | 74960 | NONE | PC | GENERAL SUPPORT | $12,500 |
| ADAIR COUNTY HEALTH CENTER | |||||||
| PO BOX 272 | STILWELL | OK | 74960 | PC | GENERAL SUPPORT | $252,000 | |
| ADAIR COUNTY JUNIOR LIVESTOCK | |||||||
| PO BOX 512 | STILWELL | OK | 74960 | GOV | GENERAL SUPPORT | $39,000 | |
| ADAIR COUNTY FAIR BOARD | |||||||
| 471373 E 810 ROAD | STILWELL | OK | 74960 | PC | GENERAL SUPPORT | $250,000 | |
| MARYETTA PUBLIC SCHOOLS | |||||||
| 470819 E 810 RD | STILWELL | OK | 74960 | GOV | GENERAL SUPPORT | $2,000 | |
| WATTS PUBLIC SCHOOLS | |||||||
| PO BOX 410 | WESTVILLE | OK | 74965 | NONE | GOV | SCHOLARSHIPS | $1,000 |
| WESTVILLE EDUCATION FOUNDATION | |||||||
| PO BOX 410 | WESTVILLE | OK | 74965 | NONE | PC | SCHOLARSHIPS | $2,500 |
| OKLAHOMA STATE ATHLETICS | |||||||
| 102 ATHLETICS CENTER | STILWATER | OK | 74078 | NONE | GOV | GENERAL SUPPORT | $1,100 |
| NSU FOUNDATION | |||||||
| 812 N CEDAR | TAHLEQUAH | OK | 74464 | NONE | PC | GENERAL SUPPORT | $75,000 |
| NORTHEASTERN STATE UNIVERSITY | |||||||
| 601 N GRAND AVE | TAHLEQUAH | OK | 74464 | NONE | GOV | SCHOLARSHIPS | $2,000 |
| UNIVERSITY OF ARKANSAS | |||||||
| 1 UNIVERSITY OF ARKANSAS | FAYETTEVILLE | AR | 727011201 | NONE | GOV | SCHOLARSHIPS | $1,000 |
| UNIVERSITY OF OKLAHOMA | |||||||
| 1000 ASP AVE | NORMAN | OK | 74960 | NONE | GOV | SCHOLARSHIPS | $1,000 |
| AT STILL UNIVERSITY | |||||||
| 800 W JEFFERSON STREET | KIRKSVILLE | MO | 63501 | NONE | GOV | GENERAL SUPPORT | $150,000 |
| OPAA | |||||||
| PO BOX 790379 | ST LOUIS | MO | 63179 | NONE | PC | GENERAL SUPPORT | $2,400 |
| STILWELL KIWANIS CLUB | |||||||
| PO BOX 1312 | STILWELL | OK | 74960 | NONE | PC | GENERAL SUPPORT | $2,000 |
| STILWELL YOUTH LEAGUE | |||||||
| PO BOX 1312 | STILWELL | OK | 74960 | NONE | PC | GENERAL SUPPORT | $2,000 |
| DAHLONEGAH SCHOOL | |||||||
| 468739 E 878 ROAD | STILWELL | OK | 74960 | NONE | GOV | GENERAL SUPPORT | $10,000 |
| COOKSON HILLS CHRISTIAN SCHOOL | |||||||
| 60410 HWY 10 | KANSAS | OK | 74347 | NONE | PF | GENERAL SUPPORT | $25,000 |
| JOHN BROWN UNIVERSITY | |||||||
| 2000 WEST UNIVERSITY STREET | SILOAM SPRINGS | AR | 72761 | NONE | PC | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $946,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,906 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $422,892 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,495 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,036,274 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,464,567 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,464,567 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,805 | Amt |
| Net Investment Income | $4,403 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH & AMERITRADE | StockNm |
| EOY Book Value | $3,913,728 | EOYBookValueAmt |
| EOYFMV | $10,898,952 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VIDA LONGEVITY FUND, LP | $818,898 | $782,995 | $1,051,103 |
| APOLLO DEBT SOLUTIONS | $500,100 | $500,100 | $533,270 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PARTNERSHIP DISTRIBUTIONS | $34,400 |
| UNREALIZED LOSS | $823,176 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISCELLANEOUS | $1,008 | $1,008 |
| MANAGEMENT FEES | $6,407 | $6,407 |
| PORTFOLIO DEDUCTIONS | $2,664 | $2,664 |
| AMORTIZATION EXPENSE | $26 | $26 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,495 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,495 | NetInvestmentIncomeAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAIR COUNTY HEALTH CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $150,000 | LoanOriginalAmt |
| Balance Due | $3,520,000 | BalanceDueAmt |
| Note | 2022-12 | NoteDt |
| Interest | 0 | InterestRt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING | $16,000 | $0 | $0 | $0 |
| ADVISOR FEES | $59,547 | $59,547 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $9,723 | $9,723 | $0 | $0 |
| EXCISE TAX | $33,863 | $0 | $0 | $0 |
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