EVANS FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EVANS FAMILY FOUNDATION (EIN 73-1608224)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-11
- IRS object ID
- 202011639349100026
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-11T16:56:49-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731070564 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BASKIN HADLEY & ASSOCIATES P C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 N SECOND | AddressLine1Txt |
| City | PONCA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74601 | 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 | 731608224 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LLOYD I JERRY AND PATRICIA PERDUE | BusinessNameLine1Txt |
| Business Name Line2 | EVANS FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LLOY | BusinessNameControlTxt |
| Phone | 5807656693 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30 | AddressLine1Txt |
| City | PONCA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 746020030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEN CASON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5807656693 | PhoneNum |
| Signature | 2020-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERRI HADLEY | PreparerPersonNm |
| PTIN | P01207952 | PTIN |
| Phone | 5807628345 | PhoneNum |
| Preparation | 2020-06-11 | PreparationDt |
| 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 | $1,725,577 | 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 | $17,788 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,788 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,389 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,389 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,487 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $674,819 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67,487 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,325 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,325 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $131,989 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,989 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,880 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $144 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $144 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,840 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,840 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,864 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,364 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $75,625 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,005 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,305 | CashBOYAmt |
| Cash EOY | $44,936 | CashEOYAmt |
| Cash EOYFMV | $44,936 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $98,715 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $632,183 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $632,183 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,310,556 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $880,549 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,048,458 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,483,576 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,557,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,725,577 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,483,576 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,557,668 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,483,576 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,557,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,483,576 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,557,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,483,576 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $75,625 | ExcessRevenueOverExpensesAmt |
| Other Increases | $261 | OtherIncreasesAmt |
| Subtotal | $1,559,462 | SubtotalAmt |
| Other Decreases | $1,794 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,557,668 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS 12106 S/T SALES | P | 2018-12-01 | 2019-06-30 | $19,212 | $16,926 | $2,286 | $2,286 |
| UBS 12106 L/T SALES | P | 2015-03-01 | 2019-12-01 | $66,982 | $52,538 | $14,444 | $14,444 |
| UBS 05729 S/T SALES | P | 2018-07-17 | 2019-03-27 | $7,427 | $8,494 | -$1,067 | -$1,067 |
| UBS 05729 L/T SALES | P | 2015-06-01 | 2019-12-01 | $579,442 | $527,618 | $51,824 | $51,824 |
| UBS 05729 RETURN OF PRINCIPAL | P | 2013-05-23 | 2019-12-31 | $1,756 | $1,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,487 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,219 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $180,542 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,708,966 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.105644 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $80,335 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,688,303 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047583 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $79,076 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,622,647 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048733 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $66,626 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,581,922 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042117 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $58,070 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,385,734 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041906 | DistributionYr5Rt |
| Total Distribution | 0.285983 | TotalDistributionRt |
| Average Distribution | 0.057197 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,664,361 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $95,196 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,270 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $96,466 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,540 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,540 | SubtotalAmt |
| Tax Based On Investment Income | $2,540 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,140 | 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 |
| Individual With Books | LINDA BROWN | IndividualWithBooksNm |
| 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 | 5.00 | $0 | $0 | $0 |
| BRUCE EVANS | ||||||||
| P O BOX 30 | PONCA CITY | OK | 74602 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LEE EVANS | ||||||||
| P O BOX 30 | PONCA CITY | OK | 74602 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LEN CASON | ||||||||
| 1600 BANK OF OKLAHOMA PLAZA | OKLAHOMA CITY | OK | 73102 | PRESIDENT | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,431,811 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $257,896 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,689,707 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,689,707 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,346 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,664,361 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,218 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,218 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,540 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,540 | TotalTaxAmt |
| Distributable Before Adj | $80,678 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $80,678 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $80,678 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $49,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $49,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,678 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $16,574 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,574 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $49,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $16,574 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $16,574 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $14,604 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| PONCA CITY ARTS & HUMANITIES | ||||||||
| PO BOX 2422 | PONCA CITY | OK | 74602 | NONE | PUBL CHARITY | PROMOTE ARTS | $1,000 | |
| NOC PRESIDENTIAL PARTNERS | ||||||||
| 1220 E GRAND AVE | TONKAWA | OK | 74653 | NONE | PUBL CHARITY | STUDENT SCHOLARSHIPS | $2,000 | |
| PONCAN THEATRE FOUNDATION | ||||||||
| 104 EAST GRAND | PONCA CITY | OK | 74601 | NONE | PUBL CHARITY | PERFORMING ARTS-CAPITAL CAMPAIGN | $15,000 | |
| PONCA CITY HUMANE SOCIETY | ||||||||
| PO BOX 1671 | PONCA CITY | OK | 74602 | NONE | PUBL CHARITY | ANIMAL WELFARE | $6,000 | |
| FRIENDS OF MARLAND GRAND HOME | ||||||||
| PO BOX 827 | PONCA CITY | OK | 74602 | NONE | PUBL CHARITY | PRESERVE HERITAGE | $2,000 | |
| PONCA CITY ART ASSOCIATION | ||||||||
| 819 E CENTRAL | PONCA CITY | OK | 74601 | NONE | PUBL CHARITY | PROMOTE ARTS | $1,000 | |
| UNIVERSITY CENTER FOUNDATION | ||||||||
| 2800 N 14TH STREET | PONCA CITY | OK | 74601 | NONE | PUBL CHARITY | ACADEMIC SCHOLARSHIPS | $3,000 | |
| N OKLAHOMA YOUTH SERVICES (CASA) | ||||||||
| 2203 N ASH STREET | PONCA CITY | OK | 74601 | NONE | PUBL CHARITY | ASSIST CHILDREN IN COURT SYSTEM | $4,000 | |
| PIONEER WOMAN MUSEUM | ||||||||
| 701 MONUMENT ROAD | PONCA CITY | OK | 74604 | NONE | PUBL CHARITY | PRESERVE HERITAGE | $2,000 | |
| MARLAND ESTATE FOUNDATION | ||||||||
| 901 MONUMENT ROAD | PONCA CITY | OK | 74604 | NONE | PUBL CHARITY | PRESERVE HISTORICAL PROPERTY | $5,000 | |
| NOC FOUNDATION | ||||||||
| 1220 E GRAND | TONKAWA | OK | 74653 | NONE | PUBL CHARITY | ACADEMIC SCHOLARSHIP | $3,000 | THOMAS EVANS SCHOLARSHIP FUND |
| NEW EMERGENCY RESOURCE AGENCY | ||||||||
| 112 S 1ST STREET | PONCA CITY | OK | 74601 | NONE | PROVIDE FOOD & RESOURCES FOR NEEDY | $500 | ||
| CHILD DEVELOPMENT CENTER | ||||||||
| 702 E GRAND AVENUE | PONCA CITY | OK | 74601 | NONE | DAYCARE FOR LOW INCOME FAMILIES | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,788 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,389 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $17,325 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,487 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $131,989 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,989 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,880 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS-RCB TRUST | AT COST | ||
| INVESTMENTS - UBS (05729) | AT COST | $585,376 | $710,680 |
| INVESTMENTS-UBS (12106) | AT COST | $196,458 | $242,883 |
| INVESTMENTS-EDWARD JONES | AT COST | $98,715 | $94,895 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $1,794 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSE | $4,840 | $4,840 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT FEE INCOME | Desc |
| Revenue And Expenses Per Books | $17,325 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17,325 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $261 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $144 | Amt |
| Net Investment Income | $144 | NetInvestmentIncomeAmt |
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