EVANS FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EVANS FAMILY FOUNDATION (EIN 73-1608224)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-19
- IRS object ID
- 202311709349100306
- Schema version
- 2022v5.0
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-19T09:39:51-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N ROBINSON AVE STE 600 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731029421 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731608224 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FKA LLOYD I JERRY AND PATRICIA PERDUE EVANS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LINDA BROWN | InCareOfNm |
| Business Name Control | EVAN | BusinessNameControlTxt |
| Phone | 5807656693 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 30 | AddressLine1Txt |
| City | Ponca City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEN CASON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5807656693 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEN | PersonFirstNm |
| Person Last | CASON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD J PEFFERMAN | PreparerPersonNm |
| PTIN | P00425159 | PTIN |
| Phone | 4056062580 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,513,152 | 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 | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,249 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,249 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$87,687 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $536,721 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,158 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,158 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$23,262 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,425 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,465 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,732 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,733 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,032 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,375 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,375 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,872 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,139 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,733 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,372 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,139 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,233 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$130,634 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,286 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,703 | CashBOYAmt |
| Cash EOY | $9,737 | CashEOYAmt |
| Cash EOYFMV | $9,737 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $73,183 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,464 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,464 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,614,787 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,549,838 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,486,951 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,706,673 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,576,039 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,513,152 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,706,673 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,576,039 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,706,673 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,576,039 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,706,673 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,576,039 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,706,673 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$130,634 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,576,039 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,576,039 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ST COVERED MS 8582 | 2022-06-10 | 2022-06-10 | $87,309 | $91,641 | -$4,332 | -$4,332 |
| LT COVERED MS 8582 | 2020-12-17 | 2022-03-14 | $113,372 | $126,564 | -$13,192 | -$13,192 |
| LT COVERED MS 8643 | 2020-12-23 | 2022-11-16 | $74,758 | $91,614 | -$16,856 | -$16,856 |
| ST COVERED MS 2502 | 2021-06-07 | 2022-02-07 | $10,299 | $9,664 | $635 | $635 |
| LT COVERED MS 2502 | 2021-06-07 | 2022-09-26 | $1,762 | $2,006 | -$244 | -$244 |
| ST COVERED MS 2504 | 2021-06-07 | 2022-01-24 | $18,215 | $20,052 | -$1,837 | -$1,837 |
| LT COVERED MS 2504 | 2021-06-07 | 2022-10-11 | $14,099 | $19,403 | -$5,304 | -$5,304 |
| ST COVERED MS 3050 | 2021-08-10 | 2022-05-17 | $7,914 | $9,390 | -$1,476 | -$1,476 |
| LT COVERED MS 3050 | 2021-08-10 | 2022-11-07 | $1,525 | $1,906 | -$381 | -$381 |
| ST COVERED MS 3049 | 2022-03-15 | 2022-10-13 | $8,086 | $8,391 | -$305 | -$305 |
| LT COVERED MS 3049 | 2021-08-10 | 2022-10-13 | $2,069 | $2,309 | -$240 | -$240 |
| ST COVERED MS 3048 | 2022-03-21 | 2022-08-08 | $37,847 | $48,578 | -$10,731 | -$10,731 |
| LT COVERED MS 3048 | 2021-10-20 | 2022-09-12 | $402 | $1,107 | -$705 | -$705 |
| ST COVERED MS 6750 | 2022-03-21 | 2022-12-05 | $22,750 | $26,408 | -$3,658 | -$3,658 |
| LT COVERED MS 6750 | 2021-06-08 | 2022-11-15 | $136,314 | $165,375 | -$29,061 | -$29,061 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$87,687 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $727 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $727 | SubtotalAmt |
| Tax Based On Investment Income | $727 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,262 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,262 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,535 | OverpaymentAmt |
| Applied To ES Tax | $2,535 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA BROWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5807656693 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 30 | AddressLine1Txt |
| City | PONCA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74602 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA BROWN | ||||||||
| P O Box 30 | Ponca City | OK | 74602 | DIRECTOR | 5.0 | $0 | $0 | $0 |
| BRUCE EVANS | ||||||||
| P O Box 30 | Ponca City | OK | 74602 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| LEE EVANS | ||||||||
| P O Box 30 | Ponca City | OK | 74602 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| LEN CARSON | ||||||||
| P O Box 30 | Ponca City | OK | 74602 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,567,302 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,367 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,615,669 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,615,669 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,235 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,591,434 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,572 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,572 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $727 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $727 | TotalTaxAmt |
| Distributable Before Adj | $78,845 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $78,845 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $78,845 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,233 | 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 | $90,233 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,845 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,479 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,233 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,479 | AppliedToYear1Amt |
| Applied To Current Year | $78,845 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,909 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,909 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,909 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $6,909 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NOC PRESIDENTIAL PARTNERS | |||||||
| 1220 EAST GRAND AVENUE | TONKAWA | OK | 74653 | NONE | PC | EDUCATIONAL SCHOLARSHIPS DETERMINED BY NEED | $2,500 |
| NOC FOUNDATION | |||||||
| 1220 EAST GRAND | TONKAWA | OK | 74653 | NONE | PC | THOMAS EVANS SCHOLARSHIP | $3,000 |
| PONCAN THEATER FOUNDATION | |||||||
| 104 EAST GRAND | PONCA CITY | OK | 74601 | NONE | PC | EVANS CHILDREN ACADEMY - PROMOTE ART FOR YOUTH | $20,000 |
| NORTHERN OKLA HUMANE SOCIETY | |||||||
| PO BOX 1671 | PONCA CITY | OK | 74602 | NONE | PC | CARE FOR ABUSED ANIMALS | $10,000 |
| FRIENDS OF MARLAND GRAND HOME HISTORY MUSEUM | |||||||
| PO BOX 827 | PONCA CITY | OK | 74602 | NONE | PC | PRESERVE HISTORICAL HOME | $2,000 |
| PIONEER WOMAN MUSEUM | |||||||
| 701 MONUMENT ROAD | PONCA CITY | OK | 74604 | NONE | PC | PRESERVE PIONEER WOMAN MUSEUM | $2,000 |
| MARLAND ESTATE FOUNDATION | |||||||
| 901 MONUMENT ROAD | PONCA CITY | OK | 74604 | NONE | PC | PRESERVE HISTORICAL MANSION | $5,000 |
| NEW EMERGENCY RESOURCE AGENCY | |||||||
| 112 SOUTH 1ST STREET | PONCA CITY | OK | 74601 | NONE | PC | FOOD RESOURCE FOR FAMILIES | $5,000 |
| DEARING HOUSE INC | |||||||
| 311 SOUTH 13TH STREET | PONCA CITY | OK | 74601 | NONE | PC | ASSISTANCE FOR ABUSED CHILDREN | $5,000 |
| SURVIVOR RESOURCE NETWORK | |||||||
| PO BOX 85 | PONCA CITY | OK | 74602 | NONE | PC | ASSISTANCE FOR VICTIMS OF DOMESTIC VIOLENCE | $5,000 |
| VFW | |||||||
| 2821 EAST PROSPECT | PONCA CITY | OK | 74604 | NONE | PC | VETERAN'S PARADE | $8,000 |
| THE MISSION | |||||||
| 909 EAST SOUTH AVENUE | PONCA CITY | OK | 74601 | NONE | PC | FEEDS UNDERPRIVILEGED DAILY | $6,000 |
| DILLINGHAM FOUNDATION | |||||||
| PO Box 1669 | ENID | OK | 737021669 | PC | WOUNDED WARRIOR PROJECT | $10,000 | |
| MARLAND'S CHILDREN HOME | |||||||
| 1300 SUMMERS PLACE | PONCA CITY | OK | 74604 | PC | FOSTER CHILDREN | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,500 | 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 | $18 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,249 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$87,687 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,158 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$23,262 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$23,262 | 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 FEES | CategoryTxt |
| Amt | $3,465 | Amt |
| Net Investment Income | $1,732 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,733 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS - MS (8582 551) | AT COST | $0 | $0 |
| INVESTMENTS - MS (8643 551) | AT COST | $264,994 | $289,879 |
| INVESTMENTS - MS (2502 551) | AT COST | $0 | $0 |
| INVESTMENTS - MS (2504 551) | AT COST | $0 | $0 |
| INVESTMENTS - MS (3048 551) | AT COST | $401 | $336 |
| INVESTMENTS - MS (3049 551) | AT COST | $0 | $0 |
| INVESTMENTS - MS (3050 551) | AT COST | $0 | $0 |
| INVESTMENTS - MS (6750551) | AT COST | $1,284,443 | $1,196,736 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $0 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $10,375 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,375 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $8,158 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,158 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $32 | $32 |
| FEDERAL TAXES PAID | $5,000 |
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