CARSON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CARSON FOUNDATION (EIN 73-1508384)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2021-02-19
- IRS object ID
- 202100509349100005
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-19T07:05:23-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 730721487 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBEW PROFESSIONAL GROUP LLP - CUSHING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 206 N HARRISON AVE | AddressLine1Txt |
| City | CUSHING | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 740233302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731508384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARS | BusinessNameControlTxt |
| Phone | 9182250346 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 821 SOUTH LINWOOD AVE | AddressLine1Txt |
| City | CUSHING | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUG CARSON | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-02-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRISHA J RIEMAN CPA | PreparerPersonNm |
| PTIN | P00514075 | PTIN |
| Phone | 9182254216 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,024,616 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,221 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,221 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $8,221 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $17,049 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,049 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,049 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $131,286 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $153,983 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $131,286 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $156,556 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $156,556 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $25,270 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $1,500 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $3,979 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,979 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $3,979 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,358 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $1,358 | TaxesAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $68,355 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $68,355 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $68,355 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,825 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,825 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $34,825 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $110,017 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,804 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $110,017 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,355 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $138,517 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,804 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $110,017 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,855 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,039 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $117,752 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $840,785 | CashBOYAmt |
| Cash EOY | $989,470 | CashEOYAmt |
| Cash EOYFMV | $989,470 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,926 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,102 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,102 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $91,500 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $95,500 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $91,500 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $91,500 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $422,293 | CorporateStockBOYAmt |
| Corporate Stock EOY | $542,339 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $542,339 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $525,962 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $389,205 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $389,205 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,901,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,024,616 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,024,616 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $1 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,901,465 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,024,616 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,901,465 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,024,616 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,901,466 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,024,616 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,901,465 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,039 | ExcessRevenueOverExpensesAmt |
| Other Increases | $105,112 | OtherIncreasesAmt |
| Subtotal | $2,024,616 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,024,616 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 879-04020 LT | P | 2017-03-03 | 2019-04-08 | $25,215 | $22,697 | $2,518 | $2,518 |
| K-1 BRIDGE MULTIFAMILY FUND | P | 2018-01-01 | 2019-06-30 | $128,333 | $128,333 | $128,333 | |
| K-1 BRIDGE DEBT STRATEGIES | P | 2018-01-01 | 2019-06-30 | $435 | $435 | $435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $131,286 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,130 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,902,297 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.02583 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $61,367 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,960,182 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03131 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,013 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,932,503 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02381 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $60,582 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,464,760 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04136 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $83,528 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,452,938 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05749 | DistributionYr5Rt |
| Total Distribution | 0.179793 | TotalDistributionRt |
| Average Distribution | 0.035959 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,931,519 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $69,455 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,178 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $70,633 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $96,855 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,178 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,178 | SubtotalAmt |
| Tax Based On Investment Income | $1,178 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $45 | EsPenaltyAmt |
| Tax Due | $1,223 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUG CARSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9182250346 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 821 SOUTH LINWOOD AVE | AddressLine1Txt |
| City | CUSHING | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74023 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DOUG CARSON | ||||||
| 821 SOUTH LINWOOD AVENUE | CUSHING | OK | 74023 | CHAIRMAN | 0.00 | $0 |
| JAYN CARSON | ||||||
| 821 SOUTH LINWOOD AVENUE | CUSHING | OK | 74023 | SECRETARY | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TOTAL LIFE MINISTRIES - INTERNATIONAL; MINISTRY WORK IN RUSSIA INCLUDING VICTORIOUS CHRISTIAN LIVING PROGRAM | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | TOTAL LIFE MINISTRIES - DOMESTIC; DOMESTIC MINISTRY WORK INCLUDING VICTORIOUS CHRISTIAN LIVING PROGRAM. | Description2Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,044,570 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $916,363 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,960,933 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,960,933 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,414 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,931,519 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,576 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,576 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,178 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,178 | TotalTaxAmt |
| Distributable Before Adj | $95,398 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $95,398 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $95,398 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,855 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $96,855 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,178 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $95,677 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,398 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $11,683 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $11,683 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $96,855 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $95,398 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,457 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,140 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,683 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,457 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,457 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TOTAL LIFE MINISTRIES INC | |||||||
| 5740 E SHEA BLVD | SCOTTSDALE | AZ | 85254 | NONE | CHURCH | GENERAL FUND CHURCH OPERATIONS | $2,000 |
| CUSHING CHAMBER FOUNDATION FOR PROG | |||||||
| 1301 E MAIN | CUSHING | OK | 74023 | NONE | EOF | DONATION OF BUILDING FOR THE DEVELOPMENT OF A HISTORICAL PIPELINE MUSEUM TO FOSTER CULTURAL AWARENESS AND ECONOMIC DEVELOPMENT | $2,500 |
| CUSHING COMMUNITY 4TH OF JULY | |||||||
| 1301 E MAIN | CUSHING | OK | 74023 | NONE | DONATION TO CITY FOR ANNUAL PUBLIC FIREWORKS DISPLAY. | $2,000 | |
| LIFE CONNECTIONS NETWORK | |||||||
| PO BOX 1795 | FORT COLLINS | CO | 80522 | NONE | GENERAL FUND CONTRIBUTION | $10,000 | |
| NEW LIVING ISRAEL | |||||||
| 166 BELKNAP ST | STEPHENVILLE | TX | 76401 | NONE | GENERAL FUND CONTRIBUTION TO HELP OPEN MINISTRY | $2,000 | |
| THE DENVER BRASS INC | |||||||
| 2253 N DOWNING ST | DENVER | CO | 80205 | NONE | GENERAL FUND CONTRIBUTION TO HELP FURTHER EDUCATIONAL OUTREACH | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,221 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,049 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $131,286 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $156,556 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $156,556 | 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 | $1,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,500 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ML 04020 | StockNm |
| EOY Book Value | $542,339 | EOYBookValueAmt |
| EOYFMV | $542,339 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ROC DEBT STRATEGIES FUND, LP | AT COST | $205,313 | $205,313 |
| ROC MLTFAM & COM OFF FUND, LP | AT COST | $183,892 | $183,892 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BANK CHARGES | $225 | $225 | $225 |
| K-1 PASS THROUGH EXPENSES | $2,884 | $2,884 | $2,884 |
| K-1 PASS THROUGH LOSS | $31,645 | $31,645 | $31,645 |
| SUPPLIES | $71 | $71 | $71 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORLD BASEBALL OUTWIRE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $91,500 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES & FOREIGN TAX | CategoryTxt |
| Amt | $3,979 | Amt |
| Net Investment Income | $3,979 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,979 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL | CategoryTxt |
| Amt | $1,358 | Amt |
| Adjusted Net Income | $1,358 | AdjustedNetIncomeAmt |
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