EVANS FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EVANS FAMILY FOUNDATION (EIN 73-1608224)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-10
- IRS object ID
- 201911309349100736
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T09:46:42-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | LINDA BROWN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5807656693 | PhoneNum |
| Signature | 2019-05-10 | 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 | 2019-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.254.225.195 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 09:46:42 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6D11D5F1EFD9CDE5E36998CB0533C0947FF8231F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8D913F72A94559DD516EBE9965C369205EF0011E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,577,032 | 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 | $44,299 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,299 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,560 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,560 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,187 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $355,983 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,187 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $141,046 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $141,046 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,785 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $170 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $170 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,090 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,090 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,045 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,260 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $181,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $181,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $188,945 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,260 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $181,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,899 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $135,786 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $127,043 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $173,020 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $173,020 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,403,404 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,310,556 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,404,012 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,530,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,483,576 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,577,032 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,530,447 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,483,576 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,530,447 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,483,576 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,530,447 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,483,576 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,530,447 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,899 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,728 | OtherIncreasesAmt |
| Subtotal | $1,484,276 | SubtotalAmt |
| Other Decreases | $700 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,483,576 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MATERIALS SELECT SECTOR | P | 2018-03-01 | 2018-07-17 | $8,547 | $9,174 | -$627 | -$627 |
| ENERGY SELECT SECTOR | P | 2017-04-11 | 2018-03-01 | $8,170 | $9,031 | -$861 | -$861 |
| APPLE INC | P | 2017-06-05 | 2018-11-19 | $23,063 | $19,589 | $3,474 | $3,474 |
| CISCO SYS INC | P | 2014-04-25 | 2018-11-19 | $36,327 | $18,794 | $17,533 | $17,533 |
| CONOCOPHILLIPS CO NTS | P | 2016-02-16 | 2018-01-22 | $100,183 | $95,964 | $4,219 | $4,219 |
| INTEL CORP | P | 2014-04-25 | 2018-11-19 | $40,776 | $22,819 | $17,957 | $17,957 |
| FNR RETURN OF PRINCIPAL | P | 2013-05-23 | 2018-12-25 | $602 | $602 | ||
| GNMA RETURN OF PRINCIPAL | P | 2007-11-09 | 2018-12-20 | $241 | $241 | ||
| GNR RETURN OF PRINCIPAL | P | 2013-05-23 | 2018-12-20 | $1,342 | $1,342 | ||
| GNR RETURN OF PRINCIPAL | P | 2013-05-23 | 2018-12-16 | $7 | $7 | ||
| UBS 12106 S/T SALES | P | 2018-07-01 | 2018-12-31 | $19,119 | $19,905 | -$786 | -$786 |
| UBS 12106 L/T SALES | P | 2016-01-01 | 2018-12-31 | $59,974 | $48,137 | $11,837 | $11,837 |
| GENERAL ELECTRIC CO | P | 2015-12-21 | 2018-05-30 | $20,750 | $21,453 | -$703 | -$703 |
| JOHNSON & JOHNSON | P | 2015-12-21 | 2018-11-20 | $36,882 | $25,738 | $11,144 | $11,144 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,187 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,274 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $80,335 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,688,303 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047583 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $79,076 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,622,647 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048733 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $66,626 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,581,922 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042117 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $58,070 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,385,734 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041906 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,957 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,236,720 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041203 | DistributionYr5Rt |
| Total Distribution | 0.221542 | TotalDistributionRt |
| Average Distribution | 0.044308 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,708,966 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $75,721 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,358 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $77,079 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $181,900 | 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 | $1,358 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,358 | SubtotalAmt |
| Tax Based On Investment Income | $1,358 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $964 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $964 | TotalPaymentsAndCreditsAmt |
| Tax Due | $394 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | DIRECTOR | 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 | $1,581,522 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $153,469 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,734,991 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,734,991 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,025 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,708,966 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $85,448 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $85,448 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,358 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,358 | TotalTaxAmt |
| Distributable Before Adj | $84,090 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $84,090 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $84,090 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $181,900 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $181,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,358 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $180,542 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,090 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $81,236 | UndistributedIncomePYAmt |
| Qualifying Distributions | $181,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $81,236 | AppliedToYear1Amt |
| Applied To Current Year | $84,090 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,574 | RemainingDistriFromCorpusAmt |
| Total Corpus | $16,574 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $16,574 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $16,574 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| PONCA CITY ARTS & HUMANITIES | |||||||||
| PO BOX 2422 | PONCA CITY | OK | 74602 | NONE | PUBL CHARITY | PROMOTE ARTS | $1,000 | ||
| GILCREASE MUSEUM | |||||||||
| 1400 N GILCREASE MUSEUM R | TULSA | OK | 74127 | NONE | PUBL CHARITY | MUSEUM PRESERVATION | $500 | ||
| OKLA FOUNDATION FOR EXCELLENCE | |||||||||
| 101 PARKE AVENUE | OKLAHOMA CITY | OK | 73102 | NONE | PUBL CHARITY | ACADEMIC SCHOLARSHIPS | $2,500 | SUITE 420 | |
| ANNIE OAKLEY SOCIETY | |||||||||
| 1700 NE 63RD STREET | OKLAHOMA CITY | OK | 73111 | NONE | PUBL CHARITY | NATL HERITAGE MUSEUM PRESERVATION | $1,000 | ||
| OKLAHOMA HERITAGE SOCIETY | |||||||||
| 800 NAZIH ZUHDI DRIVE | OKLAHOMA CITY | OK | 73105 | NONE | PUBL CHARITY | PRESERVE OKLAHOMA HERITAGE | $250 | ||
| OKLA MEDICAL RESEARCH FOUNDATION | |||||||||
| 825 NE 13TH STREET | OKLAHOMA CITY | OK | 73104 | NONE | PUBL CHARITY | MEDICAL RESEARCH | $3,000 | MAIL STOP 12 | |
| 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 | $25,000 | ||
| MARLAND CHILDREN'S HOME | |||||||||
| 1300 SUMMERS PLACE | PONCA CITY | OK | 74604 | NONE | PUBL CHARITY | CHILD WELFARE | $16,000 | ||
| PONCA CITY HUMANE SOCIETY | |||||||||
| PO BOX 1671 | PONCA CITY | OK | 74602 | NONE | PUBL CHARITY | ANIMAL WELFARE | $5,000 | ||
| FRIENDS OF MARLAND GRAND HOME | |||||||||
| PO BOX 827 | PONCA CITY | OK | 74602 | NONE | PUBL CHARITY | PRESERVE HERITAGE | $5,000 | ||
| PONCA CITY ART ASSOCIATION | |||||||||
| 819 E CENTRAL | PONCA CITY | OK | 74601 | NONE | PUBL CHARITY | PROMOTE ARTS | $2,500 | ||
| STANDING BEAR FOUNDATION | |||||||||
| PO BOX 247 | PONCA CITY | OK | 74602 | NONE | PUBL CHARITY | PRESERVE NATIVE AMERICAN HISTORY | $10,000 | ||
| 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 | ||
| MARLAND ESTATE FOUNDATION | |||||||||
| 901 MONUMENT ROAD | PONCA CITY | OK | 74604 | NONE | PUBL CHARITY | PRESERVE HISTORICAL PROPERTY | $20,000 | ||
| NOC FOUNDATION | |||||||||
| 1220 E GRAND | TONKAWA | OK | 74653 | NONE | PUBL CHARITY | ACADEMIC SCHOLARSHIP | $3,000 | THOMAS EVANS SCHOLARSHIP FUND | |
| HABITAT FOR HUMANITY | |||||||||
| 117 W CENTRAL | PONCA CITY | OK | 74601 | NONE | PUBL CHARITY | HUMANITARIAN AID-HOMES FOR NEEDY | $1,000 | ||
| MAYO CLINIC | |||||||||
| PO BOX 450 | ALBERT LEA | MN | 56007 | NONE | PUBL CHARITY | MEDICAL RESEARCH | $1,000 | ||
| COLONIAL WILLIAMSBURG FOUNDATION | |||||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | NONE | PUBL CHARITY | PRESERVE AMERICAN HISTORY | $100 | ||
| PARALYZED VETERANS OF AMERICA | |||||||||
| 7 MILL BROOK ROAD | WILTON | NH | 03086 | NONE | PUBL CHARITY | VETERAN ASSISTANCE | $50 | ||
| BY WESTERN HANDS | |||||||||
| 1007 12TH STREET | CODY | WY | 82414 | NONE | PUBL CHARITY | WESTERN ART PRESERVATION | $1,000 | ||
| GRACE EPISCOPAL CHURCH | |||||||||
| 109 N 13TH STREET | PONCA CITY | OK | 74601 | NONE | PUBL CHARITY | RELIGIOUS | $75,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $181,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,299 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,560 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,187 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $141,046 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $141,046 | 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 | $1,785 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS - UBS (05729) | AT COST | $692,405 | $780,981 |
| INVESTMENTS-UBS (12106) | AT COST | $197,997 | $209,225 |
| INVESTMENTS-RCB TRUST | AT COST | $420,154 | $413,806 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $700 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSE | $5,090 | $5,090 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-DIVIDEND DISTRIBUTIONS | $1,349 |
| ADJUST COST BASIS INVEST | $379 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $170 | Amt |
| Net Investment Income | $170 | NetInvestmentIncomeAmt |
Comments