ATKINSON FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ATKINSON FAMILY FOUNDATION INC (EIN 73-1576901)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349102317
- Schema version
- 2018v3.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T12:06:13-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY D MCDOULETT CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2526 E 71ST SUITE G | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731576901 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATKINSON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATKI | BusinessNameControlTxt |
| Phone | 9185822501 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 SOUTH BOSTON AVENUE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS M ATKINSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9185822501 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY D MCDOULETT | PreparerPersonNm |
| PTIN | P00447341 | PTIN |
| Phone | 9184949020 | PhoneNum |
| Preparation | 2019-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.76.137.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 12:06:07 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EA230399EC3C3549D9C3678E78CCD214E4CD9F46 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EA230399EC3C3549D9C3678E78CCD214E4CD9F46 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,294,689 | 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 |
| Dividends Rev And Expnss | $37,867 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,867 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $37,867 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,887 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $183,925 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,887 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | -$683 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$683 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$683 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $66,071 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,071 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $37,184 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,400 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $969 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $569 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $569 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $569 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $200 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $200 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,569 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,169 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,169 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,169 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,719 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,169 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,169 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,319 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,648 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,902 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35,015 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,201 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $251 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $251 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $511,150 | CorporateStockBOYAmt |
| Corporate Stock EOY | $521,002 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,294,438 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $512,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $521,253 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,294,689 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $512,351 | CapitalStockBOYAmt |
| Capital Stock EOY | $521,253 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $512,351 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $521,253 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $512,351 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $521,253 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $512,351 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,648 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24,550 | OtherIncreasesAmt |
| Subtotal | $521,253 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $521,253 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| E ON SPON ADR - 6000 SHARES | P | 2018-01-05 | 2018-08-20 | $64,455 | $0 | $67,683 | -$3,228 | $0 | $0 | $0 | -$3,228 |
| CALL EXXON MOBIL - 5 SHARES | P | 2018-08-21 | 2018-08-22 | $386 | $0 | $0 | $386 | $0 | $0 | $0 | $386 |
| CALL EXXON MOBIL - 5 SHARES | P | 2018-10-22 | 2018-10-22 | $584 | $0 | $0 | $584 | $0 | $0 | $0 | $584 |
| ALLIANCE RESOURCES LTD MLP - .181 SHARES | P | 2009-06-08 | 2018-06-06 | $4 | $0 | $3 | $1 | $0 | $0 | $0 | $1 |
| ALLIANCE RESOURCES LTD MLP - 1478 SHARES | P | 2009-06-08 | 2018-08-20 | $29,570 | $0 | $22,501 | $7,069 | $0 | $0 | $0 | $7,069 |
| ALLIANCE RESOURCES LTD MLP - 340 SHARES | P | 2010-01-04 | 2018-08-20 | $6,802 | $0 | $7,624 | -$822 | $0 | $0 | $0 | -$822 |
| AMAZON.COM INC - 25 SHARES | P | 2016-06-27 | 2018-12-04 | $43,142 | $0 | $17,106 | $26,036 | $0 | $0 | $0 | $26,036 |
| EXXON MOBIL CORP - 225 SHARES | P | 2010-01-04 | 2018-08-20 | $17,542 | $0 | $15,559 | $1,983 | $0 | $0 | $0 | $1,983 |
| EXXON MOBIL CORP - 275 SHARES | P | 2014-12-12 | 2018-08-20 | $21,440 | $0 | $24,562 | -$3,122 | $0 | $0 | $0 | -$3,122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,887 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,258 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $88,455 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,363,121 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064892 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,258 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,265,866 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046812 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $51,464 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,349,630 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038132 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $61,005 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,484,024 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041108 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $42,004 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,026,451 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040922 | DistributionYr5Rt |
| Total Distribution | 0.231866 | TotalDistributionRt |
| Average Distribution | 0.046373 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,327,420 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,556 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $639 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $62,195 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $81,319 | 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 | $639 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $639 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $639 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $88 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $688 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$688 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $41 | OverpaymentAmt |
| Applied To ES Tax | $41 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | 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 |
| Individual With Books | THOMAS M ATKINSON | IndividualWithBooksNm |
| Phone | 9185822501 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 S BOSTON AVE STE 715 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74103 | 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS M ATKINSON | ||||||||
| 401 S BOSTON STE 715 | TULSA | OK | 74103 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOAN B ATKINSON | ||||||||
| 401 S BOSTON STE 715 | TULSA | OK | 74103 | VP/SECRETARY | 1.00 | $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 | NONE - THIS IS A NON-OPERATING PRIVATE FOUNDATION THAT MAKES GIFTS TO CHARITABLE ORGANIZATIONS. THE FOUNDATION DOES NOT OPERATE ANY FACILITY OR INSTITUTION. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,343,272 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,363 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,347,635 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,347,635 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,215 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,327,420 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,371 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,371 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $639 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $639 | TotalTaxAmt |
| Distributable Before Adj | $65,732 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $65,732 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $65,732 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,319 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $81,319 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $639 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $80,680 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,732 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,311 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,311 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $81,319 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $65,732 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,587 | RemainingDistriFromCorpusAmt |
| Total Corpus | $18,898 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,898 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $3,311 | ExcessFromYear1Amt |
| Excess From Current Year | $15,587 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS M ATKINSON AND JOAN B ATKINS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COMMUNITY FOOD BANK OF EASTERN OKLAHOMA | ||||||
| 1304 N KENOSHA AVE | TULSA | OK | 74106 | EXEMPT | NONE SPECIFIED | $10,000 |
| PHILBROOK MUSEUM OF ART | ||||||
| 2727 S ROCKFORD ROAD | TULSA | OK | 74114 | EXEMPT | NONE SPECIFIED | $2,500 |
| THE GILCREASE MUSEUM MANAGEMENT TRUST | ||||||
| 800 SOUTH TUCKER DRIVE | TULSA | OK | 74104 | EXEMPT | NONE SPECIFIED | $25,000 |
| PARISH OF CHRIST THE KING | ||||||
| 1520 SOUTH ROCKFORD | TULSA | OK | 74120 | EXEMPT | NONE SPECIFIED | $9,950 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 709 SOUTH BOSTON AVE | TULSA | OK | 74119 | EXEMPT | NONE SPECIFIED | $20,000 |
| TULSA BOTANICAL GARDEN | ||||||
| PO BOX 707 | TULSA | OK | 74101 | EXEMPT | NONE SPECIFIED | $5,700 |
| OKLAHOMA PROJECT WOMAN | ||||||
| 7146 S BRADEN AVE SUITE 300 | TULSA | OK | 74136 | EXEMPT | NONE SPECIFIED | $2,000 |
| PUBLIC RADIO TULSA | ||||||
| 800 SOUTH TUCKER DRIVE | TULSA | OK | 74104 | EXEMPT | NONE SPECIFIED | $500 |
| ALZHEIMERS ASSOCIATION OF OKLAHOMA | ||||||
| 2448 E 81ST STREET SUITE 3000 | TULSA | OK | 74137 | EXEMPT | NONE SPECIFIED | $1,000 |
| UNIVERSITY OF TULSA | ||||||
| 800 SOUTH TUCKER DRIVE | TULSA | OK | 74104 | EXEMPT | NONE SPECIFIED | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,867 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,887 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $66,754 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,754 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS FINANCIAL SERVICES - EQUITIES | StockNm |
| EOY Book Value | $521,002 | EOYBookValueAmt |
| EOYFMV | $1,294,438 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $200 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME(LOSS) | Desc |
| Revenue And Expenses Per Books | -$683 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$683 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$683 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE DISTRIBUTIONS RECEIVED | Desc |
| Amt | $24,550 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | $400 | $0 | $0 | $0 |
| FOREIGN TAXES | $569 | $569 | $569 | $569 |