ROBSON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBSON FAMILY FOUNDATION (EIN 27-0715178)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202541339349104484
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T19:36:47-05:00 | 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 | 270715178 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBS | BusinessNameControlTxt |
| Phone | 9183413025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 986 | AddressLine1Txt |
| City | CLAREMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK C ROBSON | PersonNm |
| Person Title | VICE-PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 9183413025 | PhoneNum |
| Signature | 2025-05-04 | 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 | ASHLEY M FOGLE | PreparerPersonNm |
| PTIN | P01258800 | PTIN |
| Phone | 9187452333 | PhoneNum |
| Preparation | 2025-05-01 | 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 | $7,683,462 | 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 |
| Dividends Rev And Expnss | $221,399 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221,399 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,120 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $967,571 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,120 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $272,519 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $272,519 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,792 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,792 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,229 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,397 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,721 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,539 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $213,681 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $213,681 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $258,402 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,539 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $215,031 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,117 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $231,980 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,848 | CashBOYAmt |
| Cash EOY | $78,635 | CashEOYAmt |
| Cash EOYFMV | $78,635 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $210,485 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $206,951 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $206,951 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,865,759 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,827,623 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,397,876 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,099,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,113,209 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,683,462 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,099,092 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,113,209 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,099,092 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,113,209 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,099,092 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,113,209 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,099,092 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,117 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,113,209 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,113,209 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $967,571 | GrossSalesPriceAmt |
| Cost Or Other Basis | $916,451 | CostOrOtherBasisAmt |
| Gain Or Loss | $51,120 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $51,120 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,120 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,225 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,225 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,225 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | 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 | $2,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $825 | 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 | OK | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEIDRA HOLDERMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9183413025 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 986 | AddressLine1Txt |
| City | CLAREMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74018 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MARK ROBSON | ||||||||
| 310 S MISSOURI | CLAREMORE | OK | 74017 | OFFICER | 1.00 | $0 | $0 | $0 |
| FRANK C ROBSON | ||||||||
| 310 S MISSOURI | CLAREMORE | OK | 74017 | OFFICER | 1.00 | $0 | $0 | $0 |
| RICHARD D MOSIER | ||||||||
| 310 S MISSOURI | CLAREMORE | OK | 74017 | OFFICER | 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 | $7,214,662 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $286,409 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,501,071 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,501,071 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,516 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,388,555 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $369,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $369,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,225 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,225 | TotalTaxAmt |
| Distributable Before Adj | $366,203 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $366,203 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $366,203 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $215,031 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $215,031 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $366,203 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $185,205 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $215,031 | QualifyingDistributionsAmt |
| Applied To Year1 | $185,205 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,826 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $336,377 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRANK C ROBSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEHIND THE WIRE | |||||||
| 102 W WASHINGTON ST | LOOGOOTEE | IN | 47553 | NONE | PC | FUND PRISON MINISTRY | $2,500 |
| CLAREMORE PUBLIC SCHOOLS | |||||||
| 102 W 10TH ST | CLAREMORE | OK | 74017 | NONE | GOV | FUND HIGH SCHOOL MUSICAL PRODUCTION AND ELEMENTARY ART | $32,681 |
| FIRST PRESBYTERIAN CHURCH CLAREMORE | |||||||
| 102 E 4TH ST | CLAREMORE | OK | 74017 | NONE | PC | FUND YOUTH/CHILDREN MINISTRY | $126,000 |
| ROGERS STATE UNIVERSITY | |||||||
| 1701 W WILL ROGERS BLVD | CLAREMORE | OK | 74017 | NONE | GOV | PRACTICE FACILITY FUND | $25,000 |
| OKLAHOMA FOUNDATION FOR EXCELLENCE | |||||||
| 5530 N WESTERN AVE | OKLAHOMA CITY | OK | 73118 | NONE | PC | TRAVELING TRAINER | $27,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $213,681 | 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 | $221,399 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,120 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $272,519 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $272,519 | 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 | $2,700 | Amt |
| Net Investment Income | $1,350 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,350 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1374 SHS ABBVIE INC | $214,724 | $244,160 |
| 2795 SHS ALTRIA GROUP INC | $142,489 | $146,151 |
| 1517 SHS APPLE INC | $259,032 | $379,887 |
| 289 SHS BLACKROCK INC | $206,848 | $296,257 |
| 1710 CVS HEALTH CORP | $177,215 | $76,762 |
| 1028 SHS CHEVRON CORP | $160,150 | $148,896 |
| 3278 SHS CISCO SYSTEMS INC | $180,012 | $194,058 |
| 3169 SHS DOW INC | $190,526 | $127,172 |
| 1829 SHS EMERSON ELECTRIC CO | $175,767 | $226,668 |
| 1202 SHS GENUINE PARTS CO | $154,555 | $140,346 |
| 758 SHS HOME DEPOT | $239,954 | $294,854 |
| 1173 SHS HONEYWELL INTERNATIONAL INC | $226,627 | $264,969 |
| 1300 SHS INGREDION INC | $114,604 | $178,828 |
| 1556 SHS JPMORGAN CHASE & CO | $214,085 | $372,989 |
| 1113 SHS JOHNSON & JOHNSON | $188,483 | $160,962 |
| 339 SHS LOCKHEED MARTIN CORP | $139,680 | $164,734 |
| 772 SHS MCDONALDS CORP | $189,867 | $223,795 |
| 2238 SHS MICROCHIP TECHNOLOGY INC | $164,036 | $128,349 |
| 678 SHS MICROSOFT CORP | $200,756 | $285,777 |
| 1510 SHS PAYCHEX INC | $185,734 | $211,732 |
| 1346 SHS PEPSICO INC | $226,745 | $204,673 |
| 3612 SHS PFIZER INC | $179,566 | $95,826 |
| 1113 SHS PROCTOR & GAMBLE INC | $174,190 | $186,594 |
| 1396 SHS PRUDENTIAL FINANCIAL INC | $159,210 | $165,467 |
| 1963 SHS SOUTHERN CO | $134,143 | $161,594 |
| 2063 SHS STARBUCKS CORP | $172,688 | $188,249 |
| 4187SHS US BANCORP | $203,417 | $200,264 |
| 917 SHS UNITED PARCEL SERVICE INC | $184,597 | $115,634 |
| 4082 SHS VERIZON COMMUNICATIONS INC | $177,010 | $163,239 |
| 1214 SHS WASTE MANAGEMENT INC | $184,449 | $244,973 |
| 2166 SHS ENBRIDGE INC | $93,260 | $91,903 |
| 1550 SHS MEDTRONIC PLC | $159,047 | $123,814 |
| 786 SHS CROWN CASTLE INTERNATIONAL CORP | $134,894 | $71,337 |
| 1795 SHS AMERICAN ELECTRIC POWER CO. INC | $147,895 | $165,553 |
| 627 SHS CATERPILLAR INC. | $183,006 | $227,451 |
| 449 SHS PUBLIC STORAGE | $127,568 | $134,449 |
| 1232 SHS BROADCOM INC | $163,051 | $285,627 |
| 789 SHS CME GROUP | $169,784 | $183,229 |
| 1578 SHS SYSCO | $127,959 | $120,654 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $36,792 | Amt |
| Net Investment Income | $36,792 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES WITHHELD | $2,397 | $2,397 | $0 | $0 |
| TAXES - EXCISE | $2,832 | $0 | $0 | $0 |
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