WILLIAM S & ANN ATHERTON FOUNDATION: Form 990PF, tax year 2017
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- Organization
- WILLIAM S & ANN ATHERTON FOUNDATION (EIN 73-1520309)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-22
- IRS object ID
- 201842349349100714
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-22T15:49:39-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453944293 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESTON SMITH PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8118 EAST 63RD STREET | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74133 | 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 | 731520309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM S & ANN ATHERTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 9187493953 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1924 S UTICA SUITE 1018 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA FAUBERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9187493953 | PhoneNum |
| Signature | 2018-07-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PRESTON SMITH CPA | PreparerPersonNm |
| PTIN | P00357271 | PTIN |
| Phone | 9182501040 | PhoneNum |
| Preparation | 2018-07-18 | 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 | $17,509,559 | 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 | $441,152 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $441,152 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $246,846 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $431,616 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $246,846 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $505 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $688,503 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $687,998 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $153,086 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $91,852 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $61,234 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $24,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $14,400 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $9,600 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,971 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,183 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,788 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,162 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,452 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,628 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,678 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $5,678 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $12,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,200 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,800 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,993 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $8,996 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,997 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,818 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,291 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,527 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $257,708 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $155,052 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $99,574 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $814,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $814,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,071,958 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $155,052 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $913,824 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$383,455 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $532,946 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $121,868 | CashBOYAmt |
| Cash EOY | $110,879 | CashEOYAmt |
| Cash EOYFMV | $110,879 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $408,328 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $237,824 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $237,824 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,595,992 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,411,223 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,494,675 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $637,109 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $645,664 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $645,664 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $46,406 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,889 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $26,195 | LandBOYAmt |
| Land EOY | $20,517 | LandEOYAmt |
| Land EOYFMV | $20,517 | LandEOYFMVAmt |
| Total Assets BOY | $12,789,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,426,107 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,509,559 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $472 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $472 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,659,610 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,659,610 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,129,882 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,766,025 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,789,492 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,425,635 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,789,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,426,107 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,789,492 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$383,455 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,598 | OtherIncreasesAmt |
| Subtotal | $12,425,635 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,425,635 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,000 SHARES YUM CHINA HOLDINGS | P | 2005-01-10 | 2017-04-12 | $32,200 | $7,046 | $25,154 | $25,154 |
| 1,000 SHARES YUM BRANDS | P | 2005-01-10 | 2017-04-12 | $63,851 | $16,324 | $47,527 | $47,527 |
| 3,000 SHARES PEPSICO INC | D | 1997-06-30 | 2017-04-12 | $335,565 | $161,400 | $174,165 | $174,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $246,846 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $816,530 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,579,537 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052410 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $789,965 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,486,932 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051008 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $346,413 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,772,347 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035448 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $318,884 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,120,648 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052100 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $285,462 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,688,724 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060883 | DistributionYr5Rt |
| Total Distribution | 0.251849 | TotalDistributionRt |
| Average Distribution | 0.050370 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,546,871 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $833,466 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,329 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $838,795 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $913,824 | 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 | $5,329 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,329 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,329 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,274 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $52 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,326 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,997 | OverpaymentAmt |
| Applied To ES Tax | $6,997 | 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 | 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 |
| Individual With Books | JESSICA A FAUBERT | IndividualWithBooksNm |
| Phone | 9187493953 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1924 S UTICA SUITE 1018 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74104 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM S ATHERTON | ||||||||
| 1924 SOUTH UTICA SUITE 1018 | TULSA | OK | 74104 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| DELORES ANN ATHERTON | ||||||||
| 1924 SOUTH UTICA SUITE 1018 | TULSA | OK | 74104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JESSICA ANN FAUBERT | ||||||||
| 1924 SOUTH UTICA SUITE 1018 | TULSA | OK | 74104 | PRESIDENT | 24.00 | $103,086 | $0 | $0 |
| J THOMAS ATHERTON | ||||||||
| 1924 SOUTH UTICA SUITE 1018 | TULSA | OK | 74104 | TREASURER | 1.00 | $50,000 | $0 | $0 |
| MICHAEL DIRK ATHERTON | ||||||||
| 1924 SOUTH UTICA SUITE 1018 | TULSA | OK | 74104 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PRESTON B SMITH | ||||||||
| 8118 EAST 63RD STREET | TULSA | OK | 741331901 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE WILLIAM S. AND ANN ATHERTON FOUNDATION IS A PRIVATE, NON-OPERATING FOUNDATION. IT ACCOMPLISHES ITS CHARITABLE PURPOSE SOLELY THROUGH A PROGRAM OF MAKING CHARITABLE GIFTS AND GRANTS AND DOES NOT CONDUCT ANY DIRECT CHARITABLE ACTIVITIES OR MAKE PROGRAM-RELATED INVESTMENTS. THE FOUNDATION MANAGER SPENDS AN AVERAGE OF 60% OF HER TIME ADMINISTERING INVESTMENTS AND 40% ANSWERING CORRESPONDENCE, AND INVESTIGATING INSTITUTIONS THAT REQUIRE FUNDING. THEREFORE, 40% OF RELATED EXPENSES HAVE BEEN ALLOCATED TO GRANT-MAKING ACTIVITIES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,720,564 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $432,626 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $645,664 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,798,854 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,798,854 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $251,983 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,546,871 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $827,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $827,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,329 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,329 | TotalTaxAmt |
| Distributable Before Adj | $822,015 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $822,015 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $822,015 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $913,824 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $913,824 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,329 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $908,495 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $822,015 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $13,377 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,301 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $57,678 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $913,824 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $822,015 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $91,809 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $149,487 | 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 | $149,487 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $13,377 | ExcessFromYear2Amt |
| Excess From Year1 | $44,301 | ExcessFromYear1Amt |
| Excess From Current Year | $91,809 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM S ATHERTON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JESSICA FAUBERT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1924 S UTICA SUITE 1018 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9187493953 | RecipientPhoneNum |
| Form And Info And Materials | DESCRIPTION OF PROGRAM AND OUTLINE OF NEEDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AKDAR SHRINE CENTER | |||||||
| 2808 SOUTH SHERIDAN | TULSA | OK | 74129 | NONE | PUBLIC | PATIENT TRANSPORTATION FUND | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 4110 S 100TH EAST AVE3 | TULSA | OK | 74146 | NONE | PUBLIC | CATTLE BARON'S BALL | $5,000 |
| AMERICAN QUARTER HORSE FOUNDATION | |||||||
| PO BOX 32111 | AMARILLO | TX | 79120 | NONE | PUBLIC | EQUINE RESEARCH | $2,000 |
| BIT BY BITRSU FOUNDATION | |||||||
| 16544 A SOUTH HWY 169 | OOLAGAH | OK | 74053 | NONE | PUBLIC | GENERAL FUND | $5,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 4295 SOUTH GARNETT ROAD | TULSA | OK | 74146 | NONE | PUBLIC | INDIAN NATIONS COUNCIL | $250 |
| COMMITTEE FOR A CONSTRUCTIVE TOMORROW | |||||||
| P O BOX 430 | ABINGDON | MD | 21009 | NONE | PUBLIC | GENERAL FUND | $2,000 |
| COMPETITIVE ENTERPRISE INSTITUTE | |||||||
| 1310 L STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC | GENERAL FUND | $1,500 |
| FRANK PHILLIPS FOUNDATION | |||||||
| P O BOX 1647 | BARTLESVILLE | OK | 74005 | NONE | PUBLIC | WOOLAROC ART SHOW | $25,000 |
| HILLSDALE COLLEGE | |||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | PUBLIC | CHAPEL | $400,000 |
| HOSPITALITY HOUSE OF TULSA | |||||||
| PO BOX 14472 | TULSA | OK | 74159 | NONE | PUBLIC | GENERAL FUND | $1,000 |
| JUDICIAL WATCH | |||||||
| 501 SCHOOL ST NW SUITE 700 | WASHINGTON | DC | 20024 | NONE | PUBLIC | GENERAL FUND | $2,000 |
| LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | PUBLIC | GENERAL FUND | $10,000 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | PRIVATE | GENERAL FUND | $100,000 |
| MOUNTAIN STATES LEGAL FOUNDATION | |||||||
| 2596 S LEWIS WAY | LAKEWOOD | CO | 80227 | NONE | PUBLIC | GENERAL FUND | $500 |
| NAT'L COWBOY & WESTERN HERITAGE MUSEUM | |||||||
| 1700 NE 63RD STREET | OKLAHOMA CITY | OK | 73111 | NONE | PUBLIC | DALLY HORN MEMBERSHIP | $100,000 |
| NATURE WORKS | |||||||
| PO BOX 52551 | TULSA | OK | 74152 | NONE | PUBLIC | GENERAL FUND | $2,500 |
| OKLAHOMA COUNCIL OF PUBLIC AFFAIRS | |||||||
| 1401 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | NONE | PUBLIC | DAVID & ANN BROWN LEGACY SOCIETY | $15,000 |
| OKLAHOMA COUNCIL OF PUBLIC AFFAIRS | |||||||
| 1401 NORTH LINCOLN BOULEVARD | OKLAHOMA CITY | OK | 73104 | NONE | PUBLIC | LIBERTY GALA | $10,000 |
| OKLAHOMA HISTORICAL SOCIETY | |||||||
| 800 NAZIH ZUHDI DRIVE | OKLAHOMA CITY | OK | 73105 | NONE | PUBLIC | GENERAL FUND | $1,000 |
| RIVERFIELD COUNTRY DAY SCHOOL | |||||||
| 2433 WEST 61ST STREET SOUTH | TULSA | OK | 74132 | NONE | PUBLIC | GENERAL FUND | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 6102 SOUTH HUDSON AVENUE | TULSA | OK | 74136 | NONE | PUBLIC | MCDAZZLE FUNDRAISER | $2,500 |
| SIGMA NU EDUCATIONAL FOUNDATION | |||||||
| PO BOX 1869 | LEXINGTON | VA | 24450 | NONE | PUBLIC | GENERAL FUND | $5,000 |
| SONLIGHT CHRISTIAN CAMP | |||||||
| PO BOX 536 | PAGOSA SPRINGS | CO | 81147 | NONE | PUBLIC | GENERAL FUND | $2,000 |
| STATE POLICY NETWORK | |||||||
| 1655 N FT MYER DRIVE SUITE 360 | ARLINGTON | VA | 22209 | NONE | PUBLIC | GENERAL FUND | $8,000 |
| THE CLAREMONT INSTITUTE | |||||||
| 937 WEST FOOTHILL BLVD SUITE E | CLAREMONT | CA | 91711 | NONE | PUBLIC | GENERAL FUND | $1,000 |
| THE ELEPHANT SANCTUARY | |||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | NONE | PUBLIC | GENERAL FUND | $1,000 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | NONE | PUBLIC | GENERAL FUND | $100,000 |
| THE LITTLE LIGHT HOUSE | |||||||
| 5120 EAST 36TH STREET | TULSA | OK | 74135 | NONE | PUBLIC | GENERAL FUND | $1,000 |
| UNIVERSITY OF THE CUMBERLANDS | |||||||
| 6191 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 40769 | NONE | PUBLIC | GENERAL FUND | $2,000 |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 110 ELDEN STREET | HERNDON | VA | 20171 | NONE | PUBLIC | GENERAL FUND | $1,000 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 930 G STREET | SACREMENTO | CA | 95814 | NONE | PUBLIC | GENERAL FUND | $1,000 |
| THE ROTARY FOUNDATION | |||||||
| 14280 COLLECTIONS DRIVE | CHICAGO | IL | 60693 | NONE | PUBLIC | GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $814,250 | 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 | $441,152 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $505 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $246,846 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $688,503 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $688,503 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENT INCOME USED TO FUND CHARITABLE GIFTS |
| 7 | INVESTMENT INCOME USED TO FUND CHARITABLE GIFTS |
| 8 | INVESTMENT INCOME USED TO FUND CHARITABLE GIFTS |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,971 | Amt |
| Net Investment Income | $10,183 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,788 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATEMENT 12 | Desc |
| Amt | $0 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE CHAIRS | 2000-12-04 | $846 | $846 | SL | 7.000000000000 | $0 | $0 |
| DRAPERIES & RUG | 2000-12-22 | $3,797 | $3,797 | SL | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2001-04-11 | $878 | $878 | SL | 7.000000000000 | $0 | $0 |
| COMPUTER | 2007-06-28 | $1,137 | $1,137 | SL | 7.000000000000 | $0 | $0 |
| COMPUTER | 2013-02-10 | $1,158 | $647 | SL | 7.000000000000 | $165 | $165 |
| DESK | 2013-10-31 | $3,838 | $1,735 | SL | 7.000000000000 | $548 | $548 |
| 2015 ACURA MDX | 2014-09-30 | $34,752 | $11,171 | SL | 7.000000000000 | $4,965 | $4,965 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PEPSICO, INC. | $10,005,278 | $14,865,163 |
| GOLDEN OCEAN GROUP LTD | $76,272 | $6,520 |
| YUM BRANDS, INC. | $65,294 | $326,440 |
| HUGOTON RTY TR TEX | $49,230 | $6,510 |
| WALMART DE MEXICO | $2,226 | $1,832 |
| WILLIAMS COMPANIES | $1,184,740 | $1,128,130 |
| YUM CHINA | $28,183 | $160,080 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NWM LIFE INSURANCE POLICY | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $645,664 | BookValueAmt |
| EOYFMV | $645,664 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE CHAIRS | $846 | $846 | $0 | $0 |
| DRAPERIES & RUG | $3,797 | $3,797 | $0 | $0 |
| OFFICE FURNITURE | $878 | $878 | $0 | $0 |
| COMPUTER | $1,137 | $1,137 | $0 | $0 |
| COMPUTER | $1,158 | $812 | $346 | $346 |
| DESK | $3,838 | $2,283 | $1,555 | $1,555 |
| 2015 ACURA MDX | $34,752 | $16,136 | $18,616 | $18,616 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $1,740 | $1,044 | $696 |
| MEALS & ENTERTAINMENT | $78 | $47 | $31 |
| DIRECTOR'S FEES | $12,000 | $7,200 | $4,800 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $505 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN CASH VALUE OF LIFE INSURANCE CONTRACT | Desc |
| Amt | $19,598 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $472 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $14,069 | $8,441 | $5,628 |
| EXCISE TAX | $3,082 | $0 | $0 |
| FOREIGN TAX | $11 | $11 | $0 |
Comments