STONE FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- STONE FAMILY FOUNDATION (EIN 43-1773536)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-01
- IRS object ID
- 201841219349100629
- Schema version
- 2017v2.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-01T15:46:01-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-04-30 | 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 | 2018-04-30 | 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 | $8,253,944 | 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 | $229,274 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $216,710 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,906 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $297,218 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,802 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $227,368 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $218,512 | 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 |
| Other Prof Fees Rev And Expnss | $38,450 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,568 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,203 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,653 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,606 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $435,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $435,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $475,653 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,606 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $435,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$248,285 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $181,906 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$3 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $83,548 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,724 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,724 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,880 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,715 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,715 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $8,244,249 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,081,094 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,817,411 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $360,701 | CorporateStockBOYAmt |
| Corporate Stock EOY | $335,557 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $408,090 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $32,201 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $32,201 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,725,576 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,477,291 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,253,944 | 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 | $8,725,576 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,477,291 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,725,576 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,477,291 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,725,576 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,477,291 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,725,576 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$248,285 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,477,291 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,477,291 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| COMMERCE BANCSHARES INC - 0.9 SHS | 1954-04-03 | 2017-12-20 | $50 | $50 | $50 | ||
| CULVER CITY CA REDEVELOPMENT - 10000.00 | 2009-10-07 | 2017-11-01 | $10,000 | $0 | $0 | $10,000 | |
| JANUS HENDERSON FORTY FUND I SHARES - 653.513 SHS | 2009-08-10 | 2017-12-13 | $23,337 | $5,712 | $5,712 | $17,625 | |
| JP MORGAN INTERNATIONAL VALUE FD - 410.122 SHS | 2009-06-10 | 2017-12-13 | $6,053 | $1,583 | $1,583 | $4,470 | |
| MARYLAND HEIGHTS MO TAX INCREMENT REVENUE BOND - 5000.00 | 2009-09-23 | 2017-09-01 | $4,873 | $54 | $54 | $4,819 | |
| QUINCY IL SALES TAX REV BOND - 15000.00 | 2009-10-07 | 2017-01-15 | $14,349 | $1,599 | $1,599 | $12,750 | |
| ST LOUIS MO MUNICIPAL FINANCE CORP BOND | 2009-10-30 | 2017-02-15 | $10,000 | $412 | $412 | $9,588 | |
| VANGUARD GMNA FUND ADM FUND #536 - 21469.466 SHS | 2010-07-09 | 2017-12-13 | $225,000 | -$11,164 | -$11,164 | $236,164 | |
| CAPITAL GAINS DIVIDENDS | $3,556 | $3,556 | $3,556 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,802 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $432,485 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,761,988 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049359 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $437,525 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,963,708 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048811 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $477,450 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,170,052 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052066 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $431,836 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,324,059 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046314 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $491,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,763,413 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050367 | DistributionYr5Rt |
| Total Distribution | 0.246917 | TotalDistributionRt |
| Average Distribution | 0.049383 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,436,430 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $416,616 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,819 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $418,435 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $435,000 | 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 | $1,819 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,819 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,819 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,715 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,715 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $896 | OverpaymentAmt |
| Applied To ES Tax | $896 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
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 | $8,484,071 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,833 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,564,904 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,564,904 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,474 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,436,430 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $421,822 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $421,822 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,819 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,819 | TotalTaxAmt |
| Distributable Before Adj | $420,003 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $420,003 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $420,003 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $435,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $435,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,819 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $433,181 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $420,003 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $7,668 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $7,668 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $435,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $420,003 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,997 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,665 | 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 | $22,665 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $7,668 | ExcessFromYear3Amt |
| Excess From Current Year | $14,997 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ARTS & HUMANITIES COUNCIL OF TULSA | ||||||||
| 101 E ARCHER ST | TULSA | OK | 74103 | N/A | PC | OPERATIONS | $8,000 | |
| BIG HOLE WATERSHED COMMITTEE | ||||||||
| PO BOX 21 | DIVIDE | MT | 59727 | N/A | PC | OPERATIONS | $10,000 | |
| BOTANICA THE WICHITA GARDENS | ||||||||
| 701 N AMIDON | WICHITA | KS | 67203 | N/A | PC | OPERATIONS | $10,000 | |
| COUTTS MUSEUM OF ART INC | ||||||||
| 110 N MAIN ST | EL DORADO | KS | 67042 | N/A | POF | OPERATIONS | $20,000 | |
| EARLY CHILDHOOD DEVELOPMENT CENTER | ||||||||
| 1900 SECOND AVE 9TH FLOOR | NEW YORK | NY | 10029 | N/A | PC | OPERATIONS | $7,500 | |
| FRIENDS OF SLS INC | ||||||||
| 45 EAST 9TH ST APT 7 | NEW YORK | NY | 10003 | N/A | PC | OPERATIONS | $1,000 | |
| FRIENDS SEMINARY | ||||||||
| 222 E 16TH ST | NEW YORK | NY | 100032703 | N/A | PC | OPERATIONS | $15,000 | |
| HOLLAND HALL FUND | ||||||||
| 5666 EAST 81ST ST | TULSA | OK | 741372099 | N/A | PC | OPERATIONS | $10,000 | |
| JUNIOR LEAGUE OF CITY OF NEW YORK | ||||||||
| 130 E 80TH ST | NEW YORK | NY | 10075 | N/A | PC | OPERATIONS | $3,500 | |
| KANSAS GOVERNOR'S ONE SHOT TURKEY HUNT | ||||||||
| 200 S MAIN STE 2 | EL DORADO | KS | 67042 | N/A | PC | OPERATIONS | $7,500 | |
| KANSAS HISTORICAL FOUNDATION | ||||||||
| 6425 SW 6TH AVE | TOPEKA | KS | 666151099 | N/A | PC | OPERATIONS | $5,000 | |
| KANSAS OIL MUSEUM INC | ||||||||
| 383 E CENTRAL | EL DORADO | KS | 67042 | N/A | POF | OPERATIONS | $30,000 | |
| LEADERSHIP BUTLER INC | ||||||||
| 2375 W CENTRAL AVE | EL DORADO | KS | 67042 | N/A | PC | OPERATIONS | $4,000 | |
| MARK ARTS | ||||||||
| 9112 E CENTRAL | WICHITA | KS | 67206 | N/A | PC | OPERATIONS | $10,000 | |
| MARK PROJECT INC | ||||||||
| 43355 STATE HIGHWAY 28 2ND FLOOR PO | ARKVILLE | NY | 12406 | N/A | PC | OPERATIONS | $10,000 | BOX 516 |
| MUSIC THEATRE WICHITA | ||||||||
| 225 W DOUGLAS STE 202 | WICHITA | KS | 67202 | N/A | PC | OPERATIONS | $5,000 | |
| OKLAHOMA SCHOOL OF SCIENCE & MATH FOUNDATION | ||||||||
| 1141 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | N/A | PC | OPERATIONS | $10,000 | |
| PHILBROOK MUSEUM OF ART | ||||||||
| 2727 S ROCKFORD RD | TULSA | OK | 74114 | N/A | PC | OPERATIONS | $10,000 | |
| RUSSELL CHILD DEVELOPMENT CENTER | ||||||||
| 714 BALLINGER | GARDEN CITY | KS | 67846 | N/A | PC | OPERATIONS | $6,000 | |
| SOONER ROWING ASSOCIATION | ||||||||
| 715 W 21ST ST | TULSA | OK | 74107 | N/A | PC | OPERATIONS | $100,000 | |
| THE EPISCOPAL DIOCESE OF KANSAS | ||||||||
| 835 SW POLK ST | TOPEKA | KS | 666121688 | N/A | PC | OPERATIONS | $2,500 | |
| THE NATURE CONSERVANCY - OKLAHOMA CHAPTER | ||||||||
| 10425 S 82ND E AVE STE 104 | TULSA | OK | 74133 | N/A | PC | OPERATIONS | $50,000 | |
| THE NATURE CONSERVANCY - OKLAHOMA CHAPTER | ||||||||
| 10425 S 82ND E AVE STE 104 | TULSA | OK | 74133 | N/A | PC | OPERATIONS | $10,000 | |
| TRINITY EPISCOPAL CHURCH | ||||||||
| 400 W ASH | EL DORADO | KS | 67042 | N/A | PC | OPERATIONS | $35,000 | |
| TULSA BOTANIC GARDEN | ||||||||
| PO BOX 707 | TULSA | OK | 74101 | N/A | PC | OPERATIONS | $30,000 | |
| WICHITA ART MUSEUM | ||||||||
| 1400 W MUSEUM BLVD | WICHITA | KS | 67203 | N/A | PC | OPERATIONS | $10,000 | |
| WICHITA SYMPHONY | ||||||||
| 225 W DOUGLAS STE 207 | WICHITA | KS | 67202 | 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $435,000 | 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 | $216,710 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,564 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,906 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $214,804 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,564 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $227,368 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | EASTMAN KODAK COMPANY SENIOR NOTE | BondNm |
| EOY Book Value | $32,201 | EOYBookValueAmt |
| EOYFMV | $4 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMERCE BANCSHARES INC | $86,611 | $181,592 |
| FORESTAR REAL ESTATE GROUP | $129,153 | $80,652 |
| GENERAL ELECTRIC CO | $21,444 | $20,940 |
| CIT GROUP INC | $8,195 | $9,058 |
| FORD MOTOR COMPANY | $33,840 | $24,980 |
| COMMERCE MIDCAP GROWTH FUND INST | $8,479 | $10,759 |
| CLEARBRIDGE SMALL CAP GROWTH FUND CLASS I | $7,166 | $16,820 |
| ISHARES MSCI ALL COUNTRY ASIA EX-JAPAN INDEX FUND | $3,292 | $21,842 |
| LAZARD EMERGING MARKETS PORTFOLIO-IN | $6,386 | $6,949 |
| ARTISAN MID CAP FUND - INV | $6,200 | $6,063 |
| DFA US TARGETED VALUE PORTFOLIO | $6,000 | $6,593 |
| ISHARES RUSSELL MIDCAP VALUE ETF | $18,791 | $21,842 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,733,352 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,465,550 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $347,742 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $351,861 | StateLocalSecEOYFMVAmt |
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 Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | THE COMMERCE TRUST COMPANY | CategoryTxt |
| Amt | $38,450 | Amt |
| Net Investment Income | $36,568 | 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 | $38 | $38 | $0 |
| 2016 EXCISE TAX | $2,165 | $0 | $0 |