STONE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STONE FAMILY FOUNDATION (EIN 43-1773536)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202501349349102460
- Schema version
- 2024v5.1
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T10:59:49-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 SOUTH UTICA PL SUITE 200 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431773536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STONE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STON | BusinessNameControlTxt |
| Phone | 9185851178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 SOUTH BOSTON AVENUE 1900 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL C STONE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9185851178 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRET LITTLE | PreparerPersonNm |
| PTIN | P00168988 | PTIN |
| Phone | 9187452333 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,037,520 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $218,803 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $218,063 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$23,790 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $153,918 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $195,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $218,063 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,380 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,380 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,940 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,840 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,445 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,445 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $91 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,236 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,674 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,380 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $305,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $305,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $342,236 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,674 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $307,380 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$147,223 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $183,389 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $234,589 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $262,271 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $262,271 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $180 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $6,334,259 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,156,630 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,216,676 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $229,904 | CorporateStockBOYAmt |
| Corporate Stock EOY | $232,205 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $541,120 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $16,850 | OtherAssetsBOYAmt |
| Other Assets EOY | $17,453 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $17,453 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,815,782 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,668,559 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,037,520 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,815,782 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,668,559 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,815,782 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,668,559 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,815,782 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,668,559 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,815,782 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$147,223 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,668,559 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,668,559 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .75 SHS COMMERCE BANCSHARES INC | 1954-04-03 | 2024-12-18 | $47 | $47 | $47 | ||
| .50 SHS GE VERNOVA INC | 2009-04-23 | 2024-04-02 | $65 | -$14 | -$14 | $79 | |
| 16163.793 SHS VANGUARD GNMA FUND ADM FUND #536 | 2010-07-09 | 2024-12-04 | $150,000 | -$27,629 | -$27,629 | $177,629 | |
| CAPITAL GAINS DIVIDENDS | $3,806 | $3,806 | $3,806 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$23,790 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,549 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,549 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,549 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $137 | EsPenaltyAmt |
| Tax Due | $2,686 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SAMUEL C STONE | IndividualWithBooksNm |
| Phone | 9185831178 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S BOSTON AVE STE 1900 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| SAMUEL C STONE | ||||||||
| 2204 S ST LOUIS | TULSA | OK | 74114 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| SARA STONE | ||||||||
| 737 OLD RIVER ROAD | HALCOTTSVILLE | NY | 12438 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN C STONE | ||||||||
| 2204 S ST LOUIS | TULSA | OK | 74114 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,926,443 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $300,458 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,226,901 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,226,901 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,404 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,133,497 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $306,675 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $306,675 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,549 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,549 | TotalTaxAmt |
| Distributable Before Adj | $304,126 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $304,126 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $304,126 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $307,380 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $307,380 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $304,126 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $7,357 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $7,946 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,303 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $307,380 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $304,126 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,254 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,557 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,557 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $7,357 | ExcessFromYear3Amt |
| Excess From Year1 | $7,946 | ExcessFromYear1Amt |
| Excess From Current Year | $3,254 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SAMUEL C STONE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S BOSTON AVE STE 1900 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9185831178 | RecipientPhoneNum |
| Form And Info And Materials | SPECIFIC FORM NOT REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS AND REQUESTS ARE ACCEPTED AT ANYTIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG HOLE RIVER WATERSHED COMMITTEE | |||||||
| PO BOX 21 | DIVIDE | MT | 59727 | NONE | PC | OPERATIONS | $10,000 |
| BOTANICA - THE WICHITA GARDENS | |||||||
| 701 N AMIDON | WICHITA | KS | 67203 | NONE | PC | OPERATIONS | $6,500 |
| BUTLER COUNTY HISTORICAL SOCIETY | |||||||
| 383 EAST CENTRAL AVE | EL DORADO | KS | 67042 | NONE | PC | OPERATIONS | $5,000 |
| CATSKILL FOREST ASSOICIATION | |||||||
| PO BOX 336 | ARKVILLE | NY | 12406 | NONE | PC | OPERATIONS | $50,000 |
| CENTER FOR COMPREHENSIVE HEALTH PRACTICE | |||||||
| 35 EAST 110TH STREET 4TH FLOOR | NEW YORK | NY | 10029 | NONE | PC | OPERATIONS | $10,000 |
| COUTTS MUSEUM OF ART | |||||||
| 110 N MAIN ST | EL DORADO | KS | 67042 | NONE | PC | OPERATIONS | $35,000 |
| EPISCOPAL DIOCESE OF KANSAS | |||||||
| 835 SW POLK ST | TOPEKA | KS | 66612 | NONE | PC | OPERATIONS | $2,000 |
| KANSAS STATE HISTORICAL SOCIETY | |||||||
| 6425 SW 6TH AVE | TOPEKA | KS | 66615 | NONE | PC | OPERATIONS | $1,000 |
| MARK ARTS | |||||||
| 1307 NORTH ROCK ROAD | WICHITA | KS | 67206 | NONE | PC | OPERATIONS | $5,000 |
| MUSIC THEATER OF WICHITA | |||||||
| 225 W DOUGLAS STE 202 | WICHITA | KS | 67202 | NONE | PC | OPERATIONS | $2,500 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | NONE | PC | OPERATIONS | $15,000 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | NONE | PC | OPERATIONS | $25,000 |
| OKLAHOMA SCHOOL OF SCIENCE AND MATHEMATICS FOUNDATION | |||||||
| 1141 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | NONE | PC | OPERATIONS | $10,000 |
| RUSSELL CHILDHOOD DEVELOPMENT CENTER | |||||||
| 2735 N JENNIE BARKER RD | GARDEN CITY | KS | 67846 | NONE | PC | OPERATIONS | $10,000 |
| SOONER ROWING ASSOCIATION | |||||||
| 715 W 21ST ST | TULSA | OK | 74107 | NONE | PC | OPERATIONS | $10,000 |
| PHILBROOK ART MUSEUM | |||||||
| 2727 SO ROCKFORD ROAD | TULSA | OK | 74114 | NONE | PC | OPERATIONS | $10,000 |
| THE GRAHAM FOUNDATION INC | |||||||
| 1810 LAWNDALE AVE | EL DORADO | KS | 67042 | NONE | PC | OPERATIONS | $5,000 |
| THE JUNIOR LEAGUE OF THE CITY OF NEW YORK | |||||||
| 130 E 80TH ST | NEW YORK | NY | 10075 | NONE | PC | OPERATIONS | $3,000 |
| THE ROXBURY ARTS GROUP INC | |||||||
| PO BOX 93 | ROXBURY | NY | 12474 | NONE | PC | OPERATIONS | $10,000 |
| TRINITY EPISCOPAL CHURCH | |||||||
| 400 W ASH | EL DORADO | KS | 67042 | NONE | PC | OPERATIONS | $35,000 |
| WICHITA ART MUSEUM | |||||||
| 1400 W MUSEUM BLVD | WICHITA | KS | 67203 | NONE | PC | OPERATIONS | $10,000 |
| WICHITA SYMPHONY | |||||||
| 225 W DOUGLAS STE 207 | WICHITA | KS | 67202 | NONE | PC | OPERATIONS | $5,000 |
| WORLD WAR II HISTORY CENTER FOUNDATION | |||||||
| 119 W CENTRAL | EL DORADO | KS | 67042 | NONE | PC | OPERATIONS | $10,000 |
| GILCREASE MUSEUM | |||||||
| 800 SOUTH TUCKER DRIVE | TULSA | OK | 74104 | NONE | PC | OPERATIONS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $305,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $218,803 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$23,790 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $195,013 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $195,013 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,760 | Amt |
| Net Investment Income | $2,380 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,380 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMERCE BANCSHARES INC | $1,004 | $284,881 |
| FORESTAR REAL ESTATE GROUP | $129,153 | $95,023 |
| FIRST CITIZENS BANCSHARES INC. | $6,243 | $23,243 |
| FORD MOTOR COMPANY | $12,091 | $19,800 |
| COMMERCE MIDCAP GROWTH FUND INST | $19,985 | $24,463 |
| CLEARBRIDGE SMALL CAP GROWTH FUND CLASS I | $8,129 | $20,923 |
| ISHARES RUSSELL MIDCAP VALUE ETF | $18,792 | $31,688 |
| GE HEALTHCARD TECHNOLOGIES INC. | $7,698 | $3,909 |
| GE AEROSPACE | $23,275 | $25,019 |
| GE VERNONA INC | $5,835 | $12,171 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,156,630 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,216,676 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $16,850 | BOYBookValueAmt |
| EOY Book Value | $17,453 | EOYBookValueAmt |
| EOYFMV | $17,453 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PENALTY | $82 | $0 | $0 |
| MISCELLANEOUS EXPENSE | $9 | $9 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $29,940 | Amt |
| Net Investment Income | $29,840 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,445 | Amt |
| Net Investment Income | $2,445 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |