TOM J & EDNA MAE CARSON FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TOM J & EDNA MAE CARSON FOUNDATION (EIN 58-1880469)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349105986
- 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 Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T13:57:28-06:00 | 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 | 5000 ROGERS AVE STE 700 | AddressLine1Txt |
| City | FORT SMITH | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 729032079 | 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 | 581880469 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM J & EDNA MAE CARSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JAMES F CARSON | InCareOfNm |
| Business Name Control | TOMJ | BusinessNameControlTxt |
| Phone | 9186962222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 ROGERS AVENUE SUITE 700 | AddressLine1Txt |
| City | FORT SMITH | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 729032079 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES F CARSON | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4794521040 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES F | PersonFirstNm |
| Person Last | CARSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM S GREGORY | PreparerPersonNm |
| PTIN | P02211238 | PTIN |
| Phone | 4794521040 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,807,039 | 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 | $14,546 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,546 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $442,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $442,827 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $937,889 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,944,164 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $937,889 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $416,743 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $416,743 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,812,005 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,812,005 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $74,944 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,944 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,760 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,760 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,750 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $93,583 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $93,583 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $180,637 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $173,887 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $737,534 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $737,534 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $918,171 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $173,887 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $737,534 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $893,834 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,638,118 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $963,431 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $744,441 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $744,441 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,267,628 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,719,024 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,226,465 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,028,436 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,102,464 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,836,133 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,259,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,565,929 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,807,039 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,785,718 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,785,718 | CapitalStockEOYAmt |
| Retained Earning BOY | $5,473,777 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,780,211 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,259,495 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,565,929 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,259,495 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,565,929 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,259,495 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $893,834 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,153,329 | SubtotalAmt |
| Other Decreases | $587,400 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,565,929 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MERRILL LYNCH | $370,451 | $26,395 | $344,056 | $344,056 | |
| TD AMERITRADE | $1,146,705 | $691,239 | $455,466 | $455,466 | |
| VIDA LONGEVITY FUND | $8,654 | $8,654 | $8,654 | ||
| VIDA LONGEVITY FUND | $2,656 | $2,656 | $2,656 | ||
| TD AMERITRADE | $304,412 | $288,641 | $15,771 | $15,771 | |
| CAPITAL GAIN DIVIDENDS | $111,286 | P | |||
| CAPITAL GAIN DIVIDENDS | $111,286 | P | |||
| CAPITAL GAIN DIVIDENDS | $111,286 | P | |||
| CAPITAL GAIN DIVIDENDS | $111,286 | P | |||
| CAPITAL GAIN DIVIDENDS | $111,286 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $937,889 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,770 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,770 | SubtotalAmt |
| Tax Based On Investment Income | $22,770 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,712 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $10,712 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $29 | EsPenaltyAmt |
| Tax Due | $12,087 | TaxDueAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES F CARSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9186962222 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 71 | AddressLine1Txt |
| City | STILWELL | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES F CARSON | ||||||||
| PO BOX 312 | Stilwell | OK | 74960 | TRUSTEE | 0 | $0 | $0 | $0 |
| DREW T CARSON | ||||||||
| PO BOX 639 | Stilwell | OK | 74960 | TRUSTEE | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,789,809 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $617,566 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $984,682 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,392,057 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,392,057 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $230,881 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,161,176 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $758,059 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $758,059 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,770 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,770 | TotalTaxAmt |
| Distributable Before Adj | $735,289 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $735,289 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $735,289 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $737,534 | 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 | $737,534 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $735,289 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $599,166 | 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 | $737,534 | QualifyingDistributionsAmt |
| Applied To Year1 | $599,166 | AppliedToYear1Amt |
| Applied To Current Year | $138,368 | 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 | $596,921 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TOM CARSON | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| OSU FOUNDATION | ||||||||
| PMB 1219 | STILLWATER | OK | 74078 | NONE | PC | GENERAL SUPPORT | $250,500 | |
| STILWELL PUBLIC FFA | ||||||||
| 1801 W LOCUST | STILWELL | OK | 74960 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| JERMIAH 29 FOUNDATION | ||||||||
| 115 WEST DIVISION STREET | STILWELL | OK | 74960 | NONE | PC | GENERAL SUPPORT | $17,000 | |
| WATTS HIGH SCHOOL | ||||||||
| 616 6TH ST | WATTS | OK | 74964 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| COOKSON HILLS CHRISTIAN SCHOOL | ||||||||
| 60416 HIGHWAY 10 | KANSAS | OK | 74347 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| ORCHARD ROAD | ||||||||
| PO BOX 675 | STILWELL | OK | 74960 | NONE | PC | GENERAL SUPPORT | $27,000 | |
| WESTVILLE PUBLIC SCHOOL | ||||||||
| 427 S PARK AVE | WESTVILLE | OK | 74965 | NONE | PC | GENERAL SUPPORT | $42,700 | |
| STILWELL YOUTH | ||||||||
| PO BOX 1312 | STILWELL | OK | 74960 | NONE | PC | GENERAL SUPPORT | $25,950 | |
| ADAIR COUNTY RESOURCES | ||||||||
| PO BOX 1412 | STILWELL | OK | 74960 | NONE | PC | GENERAL SUPPORT | $296,764 | |
| ZOE INSTITUTE | ||||||||
| PO BOZ 1884 | TAHLEQUAH | OK | 74465 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| STILWELL PUBLIC SCHOOL | ||||||||
| PO BOX 185 | STILWELL | OK | 74960 | NONE | PC | GENERAL SUPPORT | $13,000 | |
| KEYS FFA AND 4H | ||||||||
| 26622 S 520 RD | PARK HILL | OK | 74451 | PC | GENERAL SUPPORT | $5,000 | ||
| JOHN BROWN UNIVERSITY | ||||||||
| 200 WEST UNIVERSITY ST | SILOAM SPRINGS | AR | 72761 | PC | GENERAL SUPPORT | $15,000 | ||
| PAUL MITCHELL THE SCHOOL | ||||||||
| 4156 N STEELE BLVD | FAYETTEVILLE | AR | 72703 | PC | GENERAL SUPPORT | $500 | ||
| CROWE & DUNLEVY ATT | ||||||||
| BRANIFF BUILDING | OKLAHOMA CITY | OK | 73102 | GENERAL SUPPORT | $120 | 324 N ROBINSON AVE SL 100 | ||
| OKLAHOMA UNIVERSITY | ||||||||
| STUDENT FINANCIAL CENTER - BUCHANAN | NORMAN | OK | 73018 | GENERAL SUPPORT | $500 | 1000 ASP AVE | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $737,534 | 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 | $14,546 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $442,827 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 24 | ExclusionCd |
| Exclusion | $416,743 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $937,889 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,812,005 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,812,005 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $3,600 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH & AMERITRADE | StockNm |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VIDA LONGEVITY FUND, LP | Desc |
| BOY Book Value | $1,028,436 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $587,400 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISCELLANEOUS | $2,591 | $2,591 |
| MANAGEMENT FEES | $90,983 | $90,983 |
| ORGANIZATIONAL COSTS | $9 | $9 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $416,743 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CONSULTING | $74,794 | $74,794 |
| ADVISOR FEES | $150 | $150 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES PAID | $6,705 |
| OTHER TAXES | $45 |
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