DILLINGHAM FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DILLINGHAM FOUNDATION (EIN 73-6108937)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349102689
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T11:36:18-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731463197 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLINS BUTLER & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 W MAPLE AVE | AddressLine1Txt |
| City | ENID | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 737013899 | 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 | 736108937 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DILLINGHAM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DILL | BusinessNameControlTxt |
| Phone | 5802332000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1669 | AddressLine1Txt |
| City | ENID | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 737021669 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER C DILLINGHAM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5802332000 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | DILLINGHAM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHERYL BRYAN CPA | PreparerPersonNm |
| PTIN | P00239811 | PTIN |
| Phone | 5802331144 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $1,037,962 | 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 | $71,667 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,652 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,652 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $93,400 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $193,369 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,400 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $133 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $174,882 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,082 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $634 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $634 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,019 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,019 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,678 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,678 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $220,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $220,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $224,078 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,678 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $220,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,196 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,404 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $162,102 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,775 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,775 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $324,708 | CorporateStockBOYAmt |
| Corporate Stock EOY | $366,339 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $956,307 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,880 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,880 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,880 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $494,690 | TotalAssetsBOYAmt |
| Total Assets EOY | $447,994 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,037,962 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $2,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $486,351 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $437,155 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $8,339 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $8,339 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $494,690 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $445,494 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $494,690 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $447,994 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $494,690 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,196 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $445,494 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $445,494 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 2016-03-16 | 2021-01-04 | $11,488 | $7,004 | $4,484 | $4,484 |
| BERKSHIRE HATHAWAY INC | 2016-04-06 | 2021-01-04 | $4,595 | $2,818 | $1,777 | $1,777 |
| COLGATE PALMOLIVE | 1991-04-04 | 2021-01-13 | $9,909 | $593 | $9,316 | $9,316 |
| FLIR SYSTEMS INC | 2018-05-21 | 2021-01-04 | $7,831 | $8,254 | -$423 | -$423 |
| FLIR SYSTEMS INC | 2018-10-10 | 2021-01-04 | $2,610 | $2,875 | -$265 | -$265 |
| FLIR SYSTEMS INC | 2018-12-10 | 2021-01-04 | $2,349 | $1,961 | $388 | $388 |
| MOODY'S CORP | 2015-04-29 | 2021-01-04 | $4,400 | $1,611 | $2,789 | $2,789 |
| PINTEREST INC | 2020-04-09 | 2021-01-04 | $6,769 | $1,723 | $5,046 | $5,046 |
| REALPAGE INC | 2018-12-31 | 2021-01-04 | $10,878 | $6,025 | $4,853 | $4,853 |
| REALPAGE INC | 2019-06-19 | 2021-01-04 | $6,527 | $4,484 | $2,043 | $2,043 |
| THERMO FISHER SCIENTIFIC | 2005-06-02 | 2021-01-04 | $4,725 | $318 | $4,407 | $4,407 |
| THERMO FISHER SCIENTIFIC | 2012-11-28 | 2021-01-04 | $2,363 | $313 | $2,050 | $2,050 |
| ADOBE INC | 2014-02-18 | 2021-02-10 | $9,860 | $1,380 | $8,480 | $8,480 |
| PINTEREST INC | 2020-04-09 | 2021-02-23 | $3,651 | $862 | $2,789 | $2,789 |
| PERKENELMER INC | 2014-07-21 | 2021-02-23 | $9,646 | $3,503 | $6,143 | $6,143 |
| PERKENELMER INC | 2014-08-15 | 2021-02-23 | $3,858 | $1,354 | $2,504 | $2,504 |
| PERKENELMER INC | 2017-08-28 | 2021-02-23 | $2,572 | $1,317 | $1,255 | $1,255 |
| ADOBE INC | 2014-02-18 | 2021-03-04 | $8,873 | $1,380 | $7,493 | $7,493 |
| PINTEREST INC | 2020-04-09 | 2021-03-04 | $3,421 | $862 | $2,559 | $2,559 |
| COLGATE PALMOLIVE | 1991-04-04 | 2021-03-31 | $3,174 | $198 | $2,976 | $2,976 |
| DANAHER CORP | 2008-09-15 | 2021-03-31 | $3,406 | $436 | $2,970 | $2,970 |
| PINTEREST INC | 2020-04-09 | 2021-03-31 | $5,534 | $1,292 | $4,242 | $4,242 |
| SALESFORCE COM INC | 2020-07-31 | 2021-03-31 | $5,316 | $4,792 | $524 | $524 |
| ZOETIS INC | 2017-04-07 | 2021-03-31 | $7,114 | $2,368 | $4,746 | $4,746 |
| ZIONS BANCORP | 2018-01-29 | 2021-03-31 | $5,522 | $5,438 | $84 | $84 |
| AKAMAI TECHNOLOGIES INC | 2020-04-09 | 2021-10-12 | $6,128 | $5,825 | $303 | $303 |
| AKAMAI TECHNOLOGIES INC | 2020-07-31 | 2021-10-12 | $4,085 | $4,417 | -$332 | -$332 |
| APPLE INC | 2009-03-03 | 2021-10-12 | $3,555 | $80 | $3,475 | $3,475 |
| HOME DEPOT INC | 2010-12-28 | 2021-10-12 | $3,392 | $353 | $3,039 | $3,039 |
| PINTEREST INC | 2020-04-09 | 2021-10-12 | $6,359 | $2,154 | $4,205 | $4,205 |
| TRIMBLE INC | 2011-05-24 | 2021-10-12 | $2,431 | $627 | $1,804 | $1,804 |
| VF CORPORATION | 2021-01-04 | 2021-10-12 | $10,908 | $12,934 | -$2,026 | -$2,026 |
| VF CORPORATION | 2021-02-10 | 2021-10-12 | $5,454 | $6,083 | -$629 | -$629 |
| ZIONS BANCORP | 2018-01-29 | 2021-10-12 | $622 | $544 | $78 | $78 |
| ZIONS BANCORP | 2018-05-21 | 2021-10-12 | $4,044 | $3,791 | $253 | $253 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,400 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,382 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,382 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,382 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $404 | 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 | $404 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $978 | 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 |
| Individual With Books | BRIAN THOMPSON | IndividualWithBooksNm |
| Phone | 5802332000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2402 WEST WILLOW | AddressLine1Txt |
| City | ENID | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| LESLIE D BALLEW | ||||||||
| PO BOX 1669 | ENID | OK | 737021669 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LORI EVANS | ||||||||
| PO BOX 1669 | ENID | OK | 737021669 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DANA HUTTON | ||||||||
| PO BOX 1669 | ENID | OK | 737021669 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PETER C DILLINGHAM | ||||||||
| PO BOX 1669 | ENID | OK | 737021669 | TRUSTEE | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DILLINGHAM FOUNDATION DOES NOT ENGAGE IN ANY DIRECT CHARITABLE ACTIVITIES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DILLINGHAM FOUNDATION HAS NOT MADE ANY PROGRAM RELATED INVESTMENTS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $901,823 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,129 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,880 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $969,832 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $969,832 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,547 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $955,285 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,764 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,764 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,382 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,382 | TotalTaxAmt |
| Distributable Before Adj | $46,382 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,382 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,382 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $220,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $220,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,382 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,994 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,049 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $4,741 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,173 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,957 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $220,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,382 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $174,018 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $211,975 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $8,994 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $202,981 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,049 | ExcessFromYear4Amt |
| Excess From Year2 | $4,741 | ExcessFromYear2Amt |
| Excess From Year1 | $10,173 | ExcessFromYear1Amt |
| Excess From Current Year | $174,018 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRIAN THOMPSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2402 WEST WILLOW | AddressLine1Txt |
| City | ENID | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5802332000 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF REQUEST LISTING QUALIFICATIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DENNY PRICE FAMILY YMCA | |||||||
| 415 W CHEROKEE | ENID | OK | 73701 | N/A | PC | SCHOLARSHIPS AND SUPPORT FOR YOUTH PROGRAMS | $5,000 |
| ENID HIGHER EDUCATION COUNCIL INC | |||||||
| PO BOX 1243 | ENID | OK | 73702 | N/A | PC | SCHOLARSHIPS FOR STUDENTS AT NORTHERN OKLAHOMA COLLEGE, ENID CAMPUS | $3,500 |
| ONE CHURCH MANY DISCIPLES | |||||||
| PO BOX 32180 | OKLAHOMA CITY | OK | 73123 | N/A | PC | NEW CHURCH CONSTRUCTION | $2,400 |
| SIGMA NU EDUCATIONAL FOUNDATION | |||||||
| 9 NORTH LEWIS STREET | LEXINGTON | VA | 24450 | N/A | PC | SCHOLARSHIPS FOR COLLEGE STUDENTS AND EDUCATIONAL FUNDING | $25,000 |
| CHEROKEE STRIP COMMUNITY FOUNDATION | |||||||
| 324 N VAN BUREN ST | ENID | OK | 73703 | N/A | PC | DONATION FOR CHARITABLE NEEDS OF NORTHWEST OKLAHOMA | $100,000 |
| ENID SPORTS ASSOCIATION | |||||||
| 1526 SOUTH GARLAND ROAD | ENID | OK | 73703 | N/A | PC | DONATION TO SOCCER COMPLEX BUILD | $50,000 |
| NORTHERN OKLAHOMA COLLEGE FOUNDATION | |||||||
| PO BOX 310 | TONKAWA | OK | 74653 | N/A | PC | ENHANCE THE EDUCATIONAL OPPORTUNITIES OF NORTHERN OKLAHOMA COLLEGE | $15,000 |
| OKLAHOMA WILDLIFE FOUNDATION | |||||||
| PO BOX 53488 | OKLAHOMA CITY | OK | 73152 | N/A | PC | DONATION TO SUPPORT THE OKLAHOMA DEPARTMENT OF WILDLIFE CONSERVATION | $10,000 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||
| 400 SOUTH MONROE | STILLWATER | OK | 74074 | N/A | PC | DONATION TO ADVANCE EDUCATIONAL OPPORTUNITIES AT OKLAHOMA STATE UNIVERSITY | $5,000 |
| HOSPICE CIRCLE OF LOVE | |||||||
| 314 S 3RD STREET | ENID | OK | 73701 | N/A | PC | DONATION TO PROVIDE HOSPICE & PALLIATIVE CARE SERVICES | $2,500 |
| ST GREGORY'S CATHOLIC CHURCH | |||||||
| 1924 WEST WILLOW RD | ENID | OK | 73703 | N/A | PC | DONATION TO AID THE CHURCH AND ITS BENEVOLENT FUND | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $220,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,652 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $93,400 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $103,215 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,215 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DANIEL C DILLINGHAM | ||||||
| 1 | PO BOX 1669 | ENID | OK | 73702 | $41,667 | Yes (X) |
| JOHN E DILLINGHAM | ||||||
| 2 | PO BOX 1669 | ENID | OK | 73702 | $20,000 | Yes (X) |
| INSERVICES LLC | ||||||
| 3 | PO BOX 1669 | ENID | OK | 73702 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $634 | Amt |
| Net Investment Income | $634 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $366,339 | EOYBookValueAmt |
| EOYFMV | $956,307 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ART WORK | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,880 | BookValueAmt |
| EOYFMV | $7,880 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $133 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FINANCIAL ADVISORY FEES | $2,832 | $2,832 | $0 |
| OTHER ADMINISTRATIVE EXPENSE | $83 | $83 | $0 |
| SUPPLIES | $104 | $104 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $25 | Amt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |