ATKINSON FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ATKINSON FAMILY FOUNDATION INC (EIN 73-1576901)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-03
- IRS object ID
- 201711239349100956
- Schema version
- 2016v3.0
- 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 Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-03T14:00:15-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY D MCDOULETT CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2526 E 71ST SUITE G | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731576901 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATKINSON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATKI | BusinessNameControlTxt |
| Phone | 9185822501 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 SOUTH BOSTON AVENUE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS M ATKINSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9185822501 | PhoneNum |
| Signature | 2017-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY D MCDOULETT | PreparerPersonNm |
| Phone | 9184949020 | PhoneNum |
| Preparation | 2017-05-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.76.137.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-03 | IPDt |
| IP Tm | 14:00:08 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EA230399EC3C3549D9C3678E78CCD214E4CD9F46 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EA230399EC3C3549D9C3678E78CCD214E4CD9F46 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,349,074 | 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 | $29,292 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,292 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $29,292 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$130,117 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,011 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $5,057 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $9,493 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,493 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $9,493 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$91,332 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,785 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $43,842 | TotalAdjNetIncmAmt |
| Interest Rev And Expnss | $45 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $45 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $45 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $45 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $400 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $445 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $45 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,045 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $45 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,645 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$151,377 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,740 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43,797 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,118 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,118 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,118 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $812,633 | CorporateStockBOYAmt |
| Corporate Stock EOY | $670,805 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,339,956 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $816,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $679,923 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,349,074 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $816,751 | CapitalStockBOYAmt |
| Capital Stock EOY | $679,923 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $816,751 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $679,923 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $816,751 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $679,923 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $816,751 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$151,377 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,549 | OtherIncreasesAmt |
| Subtotal | $679,923 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $679,923 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENERGY TRANSFER EQUITY LP - 1500 SHARES | P | 2016-11-04 | 2016-11-10 | $24,685 | $0 | $21,200 | $3,485 | $0 | $0 | $0 | $3,485 |
| CALL APPLE INC - 2 SHARES | P | 2016-10-24 | 2016-10-24 | $371 | $0 | $0 | $371 | $0 | $0 | $0 | $371 |
| KINDER MORGAN INC - 2193 SHARES | P | 2014-11-28 | 2016-01-20 | $25,115 | $0 | $91,086 | -$65,971 | $0 | $0 | $0 | -$65,971 |
| MAGELLAN MIDSTREAM PARTNERS - 400 SHARES | P | 2008-11-13 | 2016-07-15 | $27,433 | $0 | $5,517 | $21,916 | $0 | $0 | $0 | $21,916 |
| SUNOCO LOGISTICS PARTNERS LP - 1000 SHARES | P | 2014-12-12 | 2016-01-20 | $16,430 | $0 | $42,516 | -$26,086 | $0 | $0 | $0 | -$26,086 |
| TARGA RESOURCES PARTNERS LP - 1500 SHARES | P | 2014-10-15 | 2016-01-20 | $14,775 | $0 | $79,808 | -$65,033 | $0 | $0 | $0 | -$65,033 |
| CALL MAGELLAN MIDSTREAM - 4 SHARES | P | 2016-07-18 | 2016-07-18 | $1,201 | $0 | $0 | $1,201 | $0 | $0 | $0 | $1,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$130,117 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,057 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $51,464 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,349,630 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038132 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $61,005 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,484,024 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041108 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,004 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,026,451 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040922 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,804 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $840,128 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035476 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,202 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $786,881 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042194 | DistributionYr5Rt |
| Total Distribution | 0.197832 | TotalDistributionRt |
| Average Distribution | 0.039566 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,265,866 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,085 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $387 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,472 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $59,645 | 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 | $387 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $387 | SubtotalAmt |
| Tax Based On Investment Income | $387 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $87 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $87 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $87 | OriginalReturnTaxPaidAmt |
| Tax Due | $300 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| 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 | THOMAS M ATKINSON | IndividualWithBooksNm |
| Phone | 9185822501 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 S BOSTON AVE STE 715 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74103 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS M ATKINSON | ||||||||
| 401 S BOSTON STE 715 | TULSA | OK | 74103 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOAN B ATKINSON | ||||||||
| 401 S BOSTON STE 715 | TULSA | OK | 74103 | VP/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 | NONE - THIS IS A NON-OPERATING PRIVATE FOUNDATION THATMAKES GIFTS TO CHARITABLE ORGANIZATIONS. THE FOUNDATIONDOES NOT OPERATE ANY FACILITY OR INSTITUTION. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,280,629 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,514 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,285,143 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,285,143 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,277 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,265,866 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,293 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,293 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $387 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $387 | TotalTaxAmt |
| Distributable Before Adj | $62,906 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $62,906 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $62,906 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,645 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $59,645 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $387 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $59,258 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,906 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,351 | UndistributedIncomePYAmt |
| Qualifying Distributions | $59,645 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,351 | AppliedToYear1Amt |
| Applied To Current Year | $45,294 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $17,612 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS M ATKINSON AND JOAN B ATKINS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ROTARY CLUB OF TULSA | ||||||
| 616 SOUTH BOSTON AVE SUITE 410 | TULSA | OK | 74119 | EXEMPT | NONE SPECIFIED | $500 |
| COMMUNITY FOOD BANK OF EASTERN OKLAHOMA | ||||||
| 1304 N KENOSHA AVE | TULSA | OK | 74106 | EXEMPT | NONE SPECIFIED | $15,000 |
| PHILBROOK MUSEUM OF ART | ||||||
| 2727 S ROCKFORD ROAD | TULSA | OK | 74114 | EXEMPT | NONE SPECIFIED | $12,500 |
| THE GILCREASE MUSEUM MANAGEMENT TRUST | ||||||
| 800 SOUTH TUCKER DRIVE | TULSA | OK | 74104 | EXEMPT | NONE SPECIFIED | $10,000 |
| PARISH OF CHRIST THE KING | ||||||
| 1520 SOUTH ROCKFORD | TULSA | OK | 74120 | EXEMPT | NONE SPECIFIED | $10,000 |
| SAINT SIMEONS FOUNDATION | ||||||
| 3701 MARTIN LUTHER KING JR BLVD | TULSA | OK | 741069910 | EXEMPT | NONE SPECIFIED | $1,000 |
| SAN MIGUEL MIDDLE SCHOOL | ||||||
| 2444 EAST ADMIRAL BLVD | TULSA | OK | 74110 | EXEMPT | NONE SPECIFIED | $2,500 |
| TULSA BOTANICAL GARDEN | ||||||
| PO BOX 707 | TULSA | OK | 74101 | EXEMPT | NONE SPECIFIED | $2,500 |
| UNIVERSITY OF TULSA ANNUAL FUND | ||||||
| 800 SOUTH TUCKER DRIVE | TULSA | OK | 741049700 | EXEMPT | NONE SPECIFIED | $2,500 |
| TULSA GLASSBLOWING SCHOOL | ||||||
| 19 EAST MATHEW B BRADY STREET | TULSA | OK | 74103 | EXEMPT | NONE SPECIFIED | $250 |
| THE OKLAHOMA CENTER FOR COMMUNITY & JUSTICE INC | ||||||
| 100 WEST FIFTH STREET SUITE 701 | TULSA | OK | 74103 | EXEMPT | NONE SPECIFIED | $600 |
| PUBLIC RADIO TULSA | ||||||
| 800 TUCKER DRIVE | TULSA | OK | 74104 | EXEMPT | NONE SPECIFIED | $500 |
| ALZHEIMERS ASSOCIATION OKLAHOMA CHAPTER | ||||||
| 2448 EAST 81ST STREET STE 3000 | TULSA | OK | 74137 | EXEMPT | NONE SPECIFIED | $1,000 |
| HELPING HANDS MINISTRY | ||||||
| 700 SOUTH BOSTON AVENUE | TULSA | OK | 74119 | EXEMPT | NONE SPECIFIED | $500 |
| NEIGHBOR FOR NEIGHBOR | ||||||
| 505 E 36TH STREET NORTH | TULSA | OK | 74106 | EXEMPT | NONE SPECIFIED | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,292 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$130,117 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$100,825 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$100,825 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS FINANCIAL SERVICES - EQUITIES | StockNm |
| EOY Book Value | $670,805 | EOYBookValueAmt |
| EOYFMV | $1,339,956 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $9,493 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,493 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,493 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE MASTER LIMITED PARTNERSHIP DISTRIBUTIONS RECEIVED | Desc |
| Amt | $14,549 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $400 | Amt |