STONE FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- STONE FAMILY FOUNDATION (EIN 43-1773536)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-10
- IRS object ID
- 201921309349102037
- 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 Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T13:02:22-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020657787 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M & L CPA'S CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S MAIN SUITE 600 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67202 | 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 | 431773536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STONE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STON | BusinessNameControlTxt |
| Phone | 9185831178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S BOSTON AVE NO 1900 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741034708 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL C STONE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9185831178 | PhoneNum |
| Signature | 2019-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS L DEAN | PreparerPersonNm |
| PTIN | P00001858 | PTIN |
| Phone | 3162626578 | PhoneNum |
| Preparation | 2019-04-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.178.47.248 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-01 | IPDt |
| IP Tm | 10:55:48 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AF73F5F2C8BFBBCF18BB34E8D2618D22457732C1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3CCD16C75B6F57A8A17E9C9C0ACA3632439D280F | 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 | $7,816,405 | 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 | $235,613 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $227,201 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$34,716 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $311,878 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $200,897 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $227,201 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $200 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,893 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,611 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,823 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,560 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,415 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $408,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $408,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $452,560 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,415 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $408,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$251,663 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $185,786 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,724 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,598 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,598 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,715 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,840 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,840 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $8,081,094 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,864,563 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,450,905 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $335,557 | CorporateStockBOYAmt |
| Corporate Stock EOY | $314,627 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $319,062 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $32,201 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,477,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,225,628 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,816,405 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,477,291 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,225,628 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,477,291 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,225,628 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,477,291 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,225,628 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,477,291 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$251,663 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,225,628 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,225,628 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| COMMERCE NATL-TAX FREE BD FD | 2017-12-11 | 2018-11-26 | $387 | $399 | -$12 | -$12 | |
| COMMERCE NATL-TAX FREE BD FD | 2018-11-26 | $158,579 | $163,447 | -$4,868 | -$4,868 | ||
| ARTISIAN MID CAP FUND | 2018-11-26 | $5,015 | $6,200 | -$1,185 | -$1,185 | ||
| DFA US TARGETED VALUE FUND | 2015-02-18 | 2018-11-26 | $6,225 | $6,000 | $225 | $225 | |
| COMMERCE BANCSHARES | 1954-04-03 | 2018-12-21 | $35 | $35 | $35 | ||
| CULVER CITY CA - BOND | 2009-10-07 | 2018-01-03 | $30,000 | $30,000 | $0 | $0 | |
| I-470 & 350 TRANSPORTATION DISTRICT MO | 2009-11-02 | 2018-06-01 | $5,000 | $4,517 | $483 | $483 | |
| ISHARES MSCI ALL COUNTRY ASIA - EX-JAPAN | 2009-06-10 | 2018-11-26 | $3,931 | $2,765 | $1,166 | $1,166 | |
| LAZARD EMERGING MARKETS EQUITY | 2009-06-10 | 2018-11-26 | $5,779 | $5,033 | $746 | $746 | |
| SOUTHWESTERN IL DEV AUTH REV | 2007-12-20 | 2018-07-01 | $5,001 | $4,803 | $198 | $198 | |
| EASTMAN KODAK COMPANY SENIOR NOTE - DEEMED WORTHLESS | 2003-10-10 | 2018-01-08 | $33,168 | -$33,168 | -$33,168 | ||
| COMMERCE NATL-TAX FREE BD FD | 2018-11-26 | $87,891 | $88,116 | -$225 | -$225 | D | |
| CAPITAL GAINS DIVIDENDS | $4,035 | $4,035 | $4,035 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$32,570 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $433,181 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,436,430 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051346 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $432,485 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,761,988 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049359 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $437,525 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,963,708 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048811 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $477,450 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,170,052 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052066 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $431,836 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,324,059 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046314 | DistributionYr5Rt |
| Total Distribution | 0.247896 | TotalDistributionRt |
| Average Distribution | 0.049579 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,973,309 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $395,309 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,858 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $397,167 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $408,000 | 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 | $1,858 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,858 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,858 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,840 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $18 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUEL C STONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9185831178 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S BOSTON AVE STE 1900 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741034708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUE STONE HUNTER | ||||||||
| 5925 STATE LINE | KANSAS CITY | MO | 64113 | VICE-PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| SAMUEL C STONE | ||||||||
| 2204 SOUTH ST LOUIS | TULSA | OK | 74114 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| SARA STONE LAUGHREN | ||||||||
| 620 WEST 42ND ST APT 58D | NEW YORK | NY | 10036 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRITTON HUNTER | ||||||||
| 5815 STATE LINE | KANSAS CITY | MO | 64113 | TRUSTEE | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,985,786 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,944 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,094,730 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,094,730 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,421 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,973,309 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $398,665 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $398,665 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,858 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,858 | TotalTaxAmt |
| Distributable Before Adj | $396,807 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $396,807 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $396,807 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $408,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $408,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,858 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $406,142 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $396,807 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $7,668 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $14,997 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,665 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $408,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $396,807 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,193 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,858 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $33,858 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,668 | ExcessFromYear4Amt |
| Excess From Year1 | $14,997 | ExcessFromYear1Amt |
| Excess From Current Year | $11,193 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SAMUEL C STONE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S BOSTON AVE STE 1900 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741034708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9185831178 | RecipientPhoneNum |
| Form And Info And Materials | SPECIFIC FORM NOT REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS AND REQUESTS ARE ACCEPTED AT ANYTIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CENTRAL KANSAS COMMUNITY FOUNDATION | ||||||||
| 301 N MAIN ST STE 200 | NEWTON | KS | 67114 | N/A | PC | OPERATIONS | $3,500 | |
| TRINITY EPISCOPAL CHURCH | ||||||||
| 400 W ASH | EL DORADO | KS | 67042 | N/A | PC | OPERATIONS | $35,000 | |
| WICHITA ART MUSEUM | ||||||||
| 1400 W MUSEUM BLVD | WICHITA | KS | 67203 | N/A | PC | OPERATIONS | $10,000 | |
| MARK ARTS | ||||||||
| 9112 E CENTRAL | WICHITA | KS | 67206 | N/A | PC | OPERATIONS | $10,000 | |
| WORLD WAR II HISTORY CENTER FOUNDATION | ||||||||
| 119 W CENTRAL AVE | EL DORADO | KS | 67042 | N/A | PC | OPERATIONS | $5,000 | |
| WICHITA SYMPHONY | ||||||||
| 225 W DOUGLAS STE 207 | WICHITA | KS | 67202 | N/A | PC | OPERATIONS | $10,000 | |
| BOTANICA THE WICHITA GARDENS | ||||||||
| 701 N AMIDON | WICHITA | KS | 67203 | N/A | PC | OPERATIONS | $10,000 | |
| KANSAS HISTORICAL FOUNDATION | ||||||||
| 6425 SW 6TH AVE | TOPEKA | KS | 666151099 | N/A | PC | OPERATIONS | $2,500 | |
| KANSAS OIL MUSEUM INC | ||||||||
| 383 E CENTRAL | EL DORADO | KS | 67042 | N/A | POF | OPERATIONS | $20,000 | |
| MUSIC THEATRE OF WICHITA | ||||||||
| 225 W DOUGLAS STE 202 | WICHITA | KS | 67202 | N/A | PC | OPERATIONS | $5,000 | |
| LEADERSHIP BUTLER INC | ||||||||
| 2375 W CENTRAL AVE | EL DORADO | KS | 67042 | N/A | PC | OPERATIONS | $4,000 | |
| KANSAS GOVERNOR'S ONE SHOT TURKEY HUNT | ||||||||
| 200 S MAIN STE 2 | EL DORADO | KS | 67042 | N/A | PC | OPERATIONS | $4,000 | |
| COUTTS MUSEUM OF ART INC | ||||||||
| 110 N MAIN ST | EL DORADO | KS | 67042 | N/A | PC | OPERATIONS | $20,000 | |
| THE EPISCOPAL DIOCESE OF KANSAS | ||||||||
| 835 SW POLK ST | TOPEKA | KS | 666121688 | N/A | PC | OPERATIONS | $2,500 | |
| RUSSELL CHILD DEVELOPMENT CENTER | ||||||||
| 714 BALLINGER | GARDEN CITY | KS | 67846 | N/A | PC | OPERATIONS | $6,000 | |
| THE NATURE CONSERVANCY - OKLAHOMA CHAPTER | ||||||||
| 10425 S 82ND E AVE STE 104 | TULSA | OK | 74133 | N/A | PC | OPERATIONS | $60,000 | |
| OKLAHOMA SCHOOL OF SCIENCE & MATH FOUNDATION | ||||||||
| 1141 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | N/A | PC | OPERATIONS | $10,000 | |
| SOONER ROWING ASSOCIATION | ||||||||
| 715 W 21ST ST | TULSA | OK | 74107 | N/A | PC | OPERATIONS | $30,000 | |
| NATIONAL CENTER FOR HEALTH CARE INFORMATICS | ||||||||
| 465 E GALENA ST | BUTTE | MT | 59701 | N/A | PC | OPERATIONS | $50,000 | |
| ARTS & HUMANITIES COUNCIL OF TULSA | ||||||||
| 101 E ARCHER ST | TULSA | OK | 74103 | N/A | PC | OPERATIONS | $10,000 | |
| PHILBROOK MUSEUM OF ART | ||||||||
| 2727 S ROCKFORD RD | TULSA | OK | 74114 | N/A | PC | OPERATIONS | $10,000 | |
| BIG HOLE WATERSHED COMMITTEE | ||||||||
| PO BOX 21 | DIVIDE | MT | 59727 | N/A | PC | OPERATIONS | $10,000 | |
| HOLLAND HALL FUND | ||||||||
| 5666 EAST 81ST ST | TULSA | OK | 741372099 | N/A | PC | OPERATIONS | $5,000 | |
| TULSA BOTANIC GARDEN | ||||||||
| PO BOX 707 | TULSA | OK | 74101 | N/A | PC | OPERATIONS | $30,000 | |
| JUNIOR LEAGUE OF CITY OF NEW YORK | ||||||||
| 130 E 80TH ST | NEW YORK | NY | 10075 | N/A | PC | OPERATIONS | $3,500 | |
| FRIENDS OF SLS INC | ||||||||
| 45 EAST 9TH ST APT 7 | NEW YORK | NY | 10003 | N/A | PC | OPERATIONS | $1,000 | |
| THE ROUND BARN OF HALCOTTSVILLE | ||||||||
| PO BOX 881 | MARGARETVILLE | NY | 12455 | N/A | PC | OPERATIONS | $3,500 | |
| THE ROXBURY ARTS GROUP | ||||||||
| PO BOX 93 | ROXBURY | NY | 12474 | N/A | PC | OPERATIONS | $5,000 | |
| FRIENDS SEMINARY | ||||||||
| 222 E 16TH ST | NEW YORK | NY | 100032703 | N/A | PC | OPERATIONS | $15,000 | |
| MARK PROJECT INC | ||||||||
| 43355 STATE HIGHWAY 28 2ND FLOOR PO | ARKVILLE | NY | 12406 | N/A | PC | OPERATIONS | $10,000 | BOX 516 |
| EARLY CHILDHOOD DEVELOPMENT CENTER | ||||||||
| 1900 SECOND AVE 9TH FLOOR | NEW YORK | NY | 10029 | N/A | PC | OPERATIONS | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $408,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $227,201 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,412 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$34,716 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $192,485 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,412 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $200,897 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4E | LineNumberTxt |
| Relationship Statement | INTEREST ON STATE AND LOCAL BONDS EXCLUDED FROM TAX BY SECTION 103 | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | M & L CPA'S, CHARTERED | CategoryTxt |
| Amt | $5,600 | Amt |
| Net Investment Income | $5,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMERCE BANCSHARES INC | $86,596 | $192,447 |
| FORESTAR REAL ESTATE GROUP | $129,153 | $50,774 |
| GENERAL ELECTRIC CO | $21,444 | $9,084 |
| CIT GROUP INC | $8,195 | $7,042 |
| FORD MOTOR COMPANY | $33,840 | $15,300 |
| COMMERCE MIDCAP GROWTH FUND INST | $9,442 | $10,239 |
| CLEARBRIDGE SMALL CAP GROWTH FUND CLASS I | $7,166 | $15,470 |
| ISHARES RUSSELL MIDCAP VALUE ETF | $18,791 | $18,706 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,808,353 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,392,008 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $56,210 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $58,897 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LATHROP & GAGE | CategoryTxt |
| Legal Fees | $200 | LegalFeesAmt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORGANIZATION COSTS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UNDERPAYMENT PENALTY - 2017 | $6 | $0 | $0 |
| MISC EXPENSES | $38 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | THE COMMERCE TRUST COMPANY | CategoryTxt |
| Amt | $36,893 | Amt |
| Net Investment Income | $35,611 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHELD | $4 | $4 | $0 |
| 2017 EXCISE TAX | $1,819 | $0 | $0 |
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