EVANS FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EVANS FAMILY FOUNDATION (EIN 73-1608224)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-22
- IRS object ID
- 202222349349100517
- Schema version
- 2021v4.2
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-22T13:46:52-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-15 | 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) |
|---|---|---|
| PTIN | P00425159 | PTIN |
| Phone | 4056062580 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,771,233 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,675 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,675 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $174,708 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,136,042 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $174,708 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,767 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,767 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $243,154 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $243,154 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $148 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,515 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,611 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,611 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,282 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,619 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,619 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $144,872 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $232,535 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,771 | CashBOYAmt |
| Cash EOY | $18,703 | CashEOYAmt |
| Cash EOYFMV | $18,703 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $164,525 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,183 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,183 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,350,910 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,614,787 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,679,347 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,562,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,706,673 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,771,233 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,562,206 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,706,673 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,562,206 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,706,673 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,562,206 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,706,673 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,562,206 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $144,872 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,707,078 | SubtotalAmt |
| Other Decreases | $405 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,706,673 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ST COVERED MS 8582 | 2020-12-23 | 2021-06-02 | $543,482 | $490,645 | $52,837 | $52,837 |
| LT COVERED MS 8582 | 2014-05-08 | 2021-06-02 | $464,347 | $341,082 | $123,265 | $123,265 |
| LT NON COVERED MS 8582 | 2016-01-13 | 2021-06-01 | $21,625 | $22,760 | -$1,135 | -$1,135 |
| ST COVERED MS 2502 | 2021-06-07 | 2021-10-06 | $11,570 | $11,589 | -$5 | -$19 |
| ST COVERED MS 2504 | 2021-06-07 | 2021-11-23 | $8,340 | $8,626 | -$286 | -$286 |
| ST COVERED MS 3048 | 2021-08-20 | 2021-10-20 | $84,276 | $84,182 | $96 | $94 |
| ST COVERED MS 3049 | 2021-08-10 | 2021-12-03 | $2,386 | $2,450 | -$64 | -$64 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $174,708 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,232 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,232 | SubtotalAmt |
| Tax Based On Investment Income | $3,232 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,504 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,104 | TotalPaymentsAndCreditsAmt |
| Overpayment | $872 | OverpaymentAmt |
| Applied To ES Tax | $872 | 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 |
| 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 | $1,652,745 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,414 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $60,708 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,755,867 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,755,867 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,338 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,729,529 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,476 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,476 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,232 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,232 | TotalTaxAmt |
| Distributable Before Adj | $83,244 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $83,244 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $83,244 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,000 | 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 | $84,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,244 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,235 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,235 | AppliedToYear1Amt |
| Applied To Current Year | $78,765 | 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 | $4,479 | 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 | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PONCA CITY ARTS & HUMANITIES | |||||||
| PO BOX 2422 | PONCA CITY | OK | 74602 | NONE | PC | ART PRESERVATION/EDUCATION | $1,000 |
| PONCA CITY ART ASSOCIATION | |||||||
| 400 EAST CENTRAL SUITE 500 | PONCA CITY | OK | 74601 | NONE | PC | PROMOTE ARTS IN PONCA CITY | $1,000 |
| NOC PRESIDENTIAL PARTNERS | |||||||
| 1220 EAST GRAND AVENUE | TONKAWA | OK | 74653 | NONE | PC | EDUCATIONAL SCHOLARSHIPS DETERMINED BY NEED | $2,000 |
| 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 | $1,000 |
| PIONEER WOMAN MUSEUM | |||||||
| 701 MONUMENT ROAD | PONCA CITY | OK | 74604 | NONE | PC | PRESERVE PIONEER WOMAN MUSEUM | $1,000 |
| 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 |
| ADKAR SHRINE TRANSPORTATION FUND | |||||||
| 3624 ASHBURY ROAD | PONCA CITY | OK | 74604 | NONE | PC | TRANSPORT CHILDREN TO LOUISIANA HOSPITAL | $5,000 |
| VFW | |||||||
| 2821 EAST PROSPECT | PONCA CITY | OK | 74604 | NONE | PC | VETERAN'S PARADE | $5,000 |
| THE MISSION | |||||||
| 909 EAST SOUTH AVENUE | PONCA CITY | OK | 74601 | NONE | PC | FEEDS UNDERPRIVILEGED DAILY | $5,000 |
| DILLINGHAM FOUNDATION | |||||||
| PO Box 1669 | ENID | OK | 737021669 | PC | WOUNDED WARRIOR PROJECT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,000 | 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 | $4 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,675 | 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 | $174,708 | 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 | $7,767 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $243,154 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $243,154 | 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 | $3,515 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS - MS (8582 551) | AT COST | $874,058 | $900,428 |
| INVESTMENTS - MS (8643 551) | AT COST | $50,000 | $49,055 |
| INVESTMENTS - MS (2502 551) | AT COST | $196,597 | $197,463 |
| INVESTMENTS - MS (2504 551) | AT COST | $267,854 | $297,335 |
| INVESTMENTS - MS (3048 551) | AT COST | $97,997 | $102,549 |
| INVESTMENTS - MS (3049 551) | AT COST | $64,824 | $66,769 |
| INVESTMENTS - MS (3050 551) | AT COST | $63,457 | $65,748 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $148 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $405 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $9,777 | $9,777 |
| MISC EXPENSES FROM BROKERAGE | $834 | $834 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $7,767 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,767 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $8 | Amt |
| Net Investment Income | $8 | NetInvestmentIncomeAmt |
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