EVANS FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EVANS FAMILY FOUNDATION (EIN 73-1608224)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201811349349102416
- Schema version
- 2017v2.3
- 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 | 2018-05-14T11:41:36-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-14 | 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 | 2018-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,741,587 | 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 | $26,501 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,501 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,536 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,536 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,173 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $237,801 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,173 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,775 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,775 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $97,985 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,985 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,735 | AccountingFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $12 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $157 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $157 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,023 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,023 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,927 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,180 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,263 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,263 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,190 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,180 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,805 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $141,008 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $127,043 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $127,043 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,379,825 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,403,404 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,614,544 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,520,833 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,530,447 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,741,587 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,520,833 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,530,447 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,520,833 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,530,447 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,520,833 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,530,447 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,520,833 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,795 | ExcessRevenueOverExpensesAmt |
| Other Increases | $75 | OtherIncreasesAmt |
| Subtotal | $1,530,703 | SubtotalAmt |
| Other Decreases | $256 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,530,447 | 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 | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ASTRAZENECA PLC | P | 2015-01-01 | 2017-08-15 | $42,943 | $38,422 | $4,521 | $4,521 |
| GENL ELECTRIC | P | 2014-01-21 | 2017-06-05 | $41,211 | $39,994 | $1,217 | $1,217 |
| GENL MILLS | P | 2012-04-12 | 2017-04-18 | $35,752 | $24,433 | $11,319 | $11,319 |
| FNR RETURN OF PRINCIPAL | P | 2013-05-23 | 2017-12-25 | $631 | $631 | ||
| GNMA RETURN OF PRINCIPAL | P | 2007-11-09 | 2017-12-31 | $340 | $340 | ||
| GNR RETURN OF PRINCIPAL | P | 2013-05-23 | 2017-12-20 | $1,179 | $1,179 | ||
| UBS 12106 S/T SALES | P | 2017-03-01 | 2017-12-31 | $1,689 | $1,543 | $146 | $146 |
| UBS 12106 L/T SALES | P | 2015-01-01 | 2017-12-31 | $74,605 | $65,063 | $9,542 | $9,542 |
| WALMART STORES INC | P | 2015-12-21 | 2017-08-30 | $39,414 | $30,023 | $9,391 | $9,391 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,173 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $146 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $79,076 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,622,647 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048733 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $66,626 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,581,922 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042117 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $58,070 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,385,734 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041906 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $50,957 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,236,720 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041203 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $52,485 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,010,399 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051945 | DistributionYr5Rt |
| Total Distribution | 0.225904 | TotalDistributionRt |
| Average Distribution | 0.045181 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,688,303 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $76,279 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $928 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $77,207 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $81,263 | 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 | $928 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $928 | SubtotalAmt |
| Tax Based On Investment Income | $928 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,192 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,192 | TotalPaymentsAndCreditsAmt |
| Overpayment | $264 | OverpaymentAmt |
| Applied To ES Tax | $264 | AppliedToESTaxAmt |
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 |
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 | $1,549,965 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $164,048 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,714,013 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,714,013 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,710 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,688,303 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,415 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,415 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $928 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $928 | TotalTaxAmt |
| Distributable Before Adj | $83,487 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $83,487 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $83,487 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,263 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $81,263 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $928 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $80,335 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,487 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $79,012 | UndistributedIncomePYAmt |
| Qualifying Distributions | $81,263 | QualifyingDistributionsAmt |
| Applied To Year1 | $79,012 | AppliedToYear1Amt |
| Applied To Current Year | $2,251 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $81,236 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 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 |
|---|---|---|---|---|---|---|---|---|---|
| OKLAHOMANS FOR THE ARTS | |||||||||
| 111 NW 9TH STREET | OKLAHOMA CITY | OK | 73102 | NONE | PUBL CHARITY | PROMOTE ARTS | $2,000 | ||
| 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 | |
| YELLOWSTONE RECREATION FOUNDATION | |||||||||
| PO BOX 400 | CODY | WY | 82414 | NONE | PUBL CHARITY | PROMOTE NATIONAL PARK | $200 | ||
| GREENWOOD CULTURAL CENTER | |||||||||
| 322 N GREENWOOD AVENUE | TULSA | OK | 74120 | NONE | PUBL CHARITY | LEGACY AWARDS | $1,500 | ||
| 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 | $3,500 | MAIL STOP 12 | |
| OKLAHOMA HALL OF FAME | |||||||||
| 1400 CLASSEN DRIVE | OKLAHOMA CITY | OK | 73106 | NONE | PUBL CHARITY | PRESERVE OKLA HISTORY | $1,000 | ||
| PONCAN THEATRE | |||||||||
| 104 E GRAND | PONCA CITY | OK | 74601 | NONE | PUBL CHARITY | PROMOTE ART FOR YOUTH | $18,313 | EVANS CHILDREN'S ACADEMY | |
| 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 | $3,000 | ||
| BUFFALO BILL HISTORICAL CENTER | |||||||||
| 720 SHERIDAN AVE | CODY | WY | 82414 | NONE | PUBL CHARITY | PRESERVE HISTORY | $2,500 | ||
| MARLAND CHILDREN'S HOME | |||||||||
| 1300 SUMMERS PLACE | PONCA CITY | OK | 74604 | NONE | PUBL CHARITY | CHILD WELFARE | $6,000 | ||
| SALVATION ARMY | |||||||||
| PO BOX 549 | PONCA CITY | OK | 74602 | NONE | PUBL CHARITY | COMMUNITY SERVICE | $2,000 | ||
| 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 | $2,500 | ||
| 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 | $2,500 | ||
| 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 | ||
| WES WELKER FOUNDATION | |||||||||
| PO BOX 20777 | OKLAHOMA CITY | OK | 73156 | NONE | PUBL CHARITY | CHILD WELFARE | $1,000 | ||
| PIONEER WOMAN MUSEUM | |||||||||
| 701 MONUMENT ROAD | PONCA CITY | OK | 74604 | NONE | PUBL CHARITY | PRESERVE HERITAGE | $3,000 | ||
| 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 | |
| HABITAT FOR HUMANITY | |||||||||
| 117 W CENTRAL | PONCA CITY | OK | 74601 | NONE | PUBL CHARITY | HUMANITARIAN AID-HOMES FOR NEEDY | $1,000 | ||
| THE OKLAHOMA ACADEMY | |||||||||
| PO BOX 958 | NORMAN | OK | 73070 | NONE | PUBL CHARITY | ACADEMIC SCHOLARSHIPS | $500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,263 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,501 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,536 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,775 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,173 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $97,985 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,985 | 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 | $1,735 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RAYMOND JAMES | AT COST | ||
| INVESTMENTS - UBS (05729) | AT COST | $748,063 | $894,079 |
| INVESTMENTS-UBS (12106) | AT COST | $192,890 | $236,214 |
| INVESTMENTS-RCB TRUST | AT COST | $462,451 | $484,251 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $256 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSE | $5,023 | $5,023 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT FEE INCOME | Desc |
| Revenue And Expenses Per Books | $5,775 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,775 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $75 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $157 | Amt |
| Net Investment Income | $157 | NetInvestmentIncomeAmt |
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