BETA

TOM J & EDNA MAE CARSON FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
TOM J & EDNA MAE CARSON FOUNDATION (EIN 58-1880469)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-17
IRS object ID
201721379349100602
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-17T08:27:56-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15000 ROGERS AVE STE 700AddressLine1Txt
CityFORT SMITHCityNm
State AbbreviationARStateAbbreviationCd
ZIP729032079ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN581880469EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TOM J & EDNA MAE CARSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% KEN ROSSIInCareOfNm
Business Name ControlTOMJBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 ROGERS AVENUE SUITE 700AddressLine1Txt
CityFORT SMITHCityNm
State AbbreviationARStateAbbreviationCd
ZIP729032079ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTOM CARSONPersonNm
Person TitleOFFICERPersonTitleTxt
Phone4794521040PhoneNum
Signature2017-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEN J ROSSIPreparerPersonNm
PTINP00392028PTIN
Phone4794521040PhoneNum
Preparation2017-05-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.22.227.161IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id71015820171375000000FederalOriginalSubmissionId
Federal Original Submission Id2017-05-17FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id23F7F8F7324A55A837DC7B72CC9E3C6EB20A0B9FAtSubmissionCreationDeviceId
At Submission Filing Device Id9E209EB23170C21E11B466422B441BC12B85DE3FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,957,600FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,228InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,820InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$441,263DividendsRevAndExpnssAmt
Dividends Net Invst Incm$441,671DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$72,814NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,195,408GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$72,814CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$516,305TotalRevAndExpnssAmt
Total Net Invst Incm$516,305TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$133,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$133,000OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$2,943InterestRevAndExpnssAmt
Interest Net Invst Incm$2,943InterestNetInvstIncmAmt
Taxes Rev And Expnss$319,793TaxesRevAndExpnssAmt
Taxes Net Invst Incm$319,793TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$459,736TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$459,736TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$648,747ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$648,747ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,108,483TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$459,736TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$648,747TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$592,178ExcessRevenueOverExpensesAmt
Net Investment Income$56,569NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$891,936SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$812,708SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$812,708SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,821,517CorporateStockBOYAmt
Corporate Stock EOY$8,561,125CorporateStockEOYAmt
Corporate Stock EOYFMV$16,144,892CorporateStockEOYFMVAmt
Corporate Bonds BOY$252,558CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Total Assets BOY$9,966,011TotalAssetsBOYAmt
Total Assets EOY$9,373,833TotalAssetsEOYAmt
Total Assets EOYFMV$16,957,600TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$3,785,718CapitalStockBOYAmt
Capital Stock EOY$3,785,718CapitalStockEOYAmt
Retained Earning BOY$6,180,293RetainedEarningBOYAmt
Retained Earning EOY$5,588,115RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,966,011TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,373,833TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,966,011TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,373,833TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,966,011TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$592,178ExcessRevenueOverExpensesAmt
Subtotal$9,373,833SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,373,833TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
TD AMERITRADE ACCOUNT #XXX-XX-XXXX2016-12-31$854,822$840,708$16,306$14,114
MERRILL LYNCH 5PB-020932016-12-31$8,186$7,933$253$253
MERRILL LYNCH 5PB-020932016-12-31$18,367$18,899-$532-$532
MERRILL LYNCH 5PB-020932016-12-31$278,196$257,246$20,950$20,950
CAPITAL GAIN DIVIDENDS$35,837P
FieldValueIRS element (for citing)
Capital Gain Net Income$72,814CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$811,250AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$16,284,039NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049819DistributionYr1Rt
Adjusted Qlfy Distri Yr2$717,821AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$16,242,248NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044195DistributionYr2Rt
Adjusted Qlfy Distri Yr3$622,393AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$15,302,847NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.040672DistributionYr3Rt
Adjusted Qlfy Distri Yr4$545,419AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$12,440,536NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043842DistributionYr4Rt
Adjusted Qlfy Distri Yr5$549,670AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$11,069,638NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049656DistributionYr5Rt
Total Distribution0.228184TotalDistributionRt
Average Distribution0.045637AverageDistributionRt
Net Vl Noncharitable Assets$16,999,955NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$775,827AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$566NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$776,393AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$648,747QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,131InvestmentIncomeExciseTaxAmt
Subtotal$1,131SubtotalAmt
Tax Based On Investment Income$1,131TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$158,488EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$158,488TotalPaymentsAndCreditsAmt
Overpayment$157,357OverpaymentAmt
Applied To ES Tax$1,132AppliedToESTaxAmt
Refund$156,225RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KEN ROSSIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4794521040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15000 ROGERS AVE SUITE 700AddressLine1Txt
CityFort SmithCityNm
State AbbreviationARStateAbbreviationCd
ZIP729032079ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TOM J CARSON
PO BOX 71StilwellOK74960TRUSTEE A0.25$0$0$0
JAMES F CARSON
PO BOX 312StilwellOK74960TRUSTEE0.25$0$0$0
DREW T CARSON
PO BOX 639StilwellOK74960TRUSTEE0.25$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$16,406,516AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$852,322AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,258,838TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$17,258,838AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$258,883CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,999,955NetVlNoncharitableAssetsAmt
Minimum Investment Return$849,998MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$849,998MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,131TaxBasedOnInvestmentIncomeAmt
Total Tax$1,131TotalTaxAmt
Distributable Before Adj$848,867DistributableBeforeAdjAmt
Distributable Before Ded$848,867DistributableBeforeDedAmt
Distributable As Adjusted$848,867DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$648,747ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$648,747QualifyingDistributionsAmt
Adjusted Qualifying Distri$648,747AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$848,867DistributableAsAdjustedAmt
Undistributed Income PY$648,236UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$648,747QualifyingDistributionsAmt
Applied To Year1$648,236AppliedToYear1Amt
Applied To Current Year$511AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$848,356UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTOM CARSONContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
OSU FOUNDATION
PO BOX 1749STILLWATEROK740761749NONEPCGENERAL USE$860
OKLAHOMA EDUCATIONAL TELEVISION AUTHORITY FOUNDATI
7403 N KELLEY AVEOKLAHOMA CITYOK73111NONEPCGENERAL USE$1,000
ADAIR COUNTY FAIR
220 WEST DIVISION STREET ST 1STILWELLOK74960NONEPCGENERAL USE$40
STILWELL PUBLIC SCHOOL
PO BOX 185STILWELLOK74960NONEPCGENERAL USE$36,550
WATTS PUBLIC SCHOOL
6TH STREETWATTSOK74964NONEPCSCHOLARSHIPS$4,000
FIRST BAPTIST CHURCH STILLWELL
801 WEST HICKORY STREETSTILWELLOK74960NONEPCGENERAL USE$10,000
STILWELL MIDDLE SCHOOL
12 NORTH 7TH STREETSTILWELLOK74960NONEPCGENERAL USE$2,500
ORCHARD ROAD COMMUNITY OUTREACH INC
RR 2 BOX 175104STILWELLOK74960NONEPCGENERAL USE$27,000
SHRINERS INTERNATIONAL - BEDOUIN SHRINERS
PO BOX 1667MUSKOGEEOK74403NONEPCGENERAL USE$300
JOHN BROWN UNIVERSITY
2000 WEST UNIVERSITY STREETSILOAM SPRINGSAR72761NONEPCGENERAL USE$10,000
STILWELL HIGH SCHOOL
1801 W LOCUSTSTILWELLOK74960NONEPCSOCCER CLASSIC/COLOR GUARD$3,576
WESTVILLE SCHOOLS
500 CHINCAPIN STWESTVILLEOK74965NONEPCGENERAL USE$144,100
ADAIR COUNTY JUNIOR
ATTN JIM GROOMSWESTVILLEOK74965NONEPCGENERAL USE$32,171PO BOX 390
CITY OF STILWELL
503 W DIVISIONSTILWELLOK74960NONEPCGENERAL USE$100,000
NSU FOUNDATION
812 CEDAR AVETALEQUAHOK74464NONEPCGENERAL USE$95,000
OKLAHOMA STATE
PO BOX 1749STILWATEROK74076NONEPCGENERAL USE$22,500
STILWELL KIWANIS
PO BOX 1332STILWELLOK74960NONEPCGENERAL USE$2,200
RELAY FOR LIFE
4110 S 100TH AVE SUITE 101TULSAOK74146NONEPCGENERAL USE$500
ADAIR COUNTY SHERIFF'S OFFICE
600 PAUL MEAD RDSTILWELLOK74960NONEPCGENERAL USE$35,000
INDIAN CAPITAL TECHNOLOGY CENTER
3320 US-59STILWELLOK74960NONEPCGENERAL USE$1,200
MARYETTA PRESCHOOL
100 MARYETTA ROADSTILWELLOK74960NONEPCGENERAL USE$350
NEW LIFE CHURCH
RR 2STILWELLOK74960NONEPCGENERAL USE$2,000
RAZORBACK FOUNDATION
1295 S RAZORBACK RD STE AFAYETTEVILLEAR72701NONEPCGENERAL USE$450
STILWELL MEMORIAL HOSPITAL
1401 W LOCUST STSTILWELLOK74960NONEPCGENERAL USE$100,000
STILWELL PUBLIC LIBRARY
5 N 6TH STSTILWELLOK74960NONEPCGENERAL USE$800
OKLAHOMA DEPARTMENT OF WILDLIFE CONSERVATION
1801 N LINCOLN BLVDOKLAHOMA CITYOK73105NONEPCGENERAL USE$1,000
BOY SCOUTS OF AMERICA
3206 S PEORIATULSAOK74105NONEPCGENERAL USE$1,000
FLINT LODGE #11
11 S FLINT STSTILWELLOK74960NONEPCGENERAL USE$10,000
CHEROKEE COUNTY JR LIVESTOCK SHOW
16430 OK-10TAHLEQUAHOK74464NONEPCGENERAL USE$2,150
DELAWARE COUNTY FRIENDSHIP HOMES
1111 W CHEROKEE STJAYOK74346NONEPCGENERAL USE$1,000
JOHN F HENRY PANSLAM CHARITY GOLF CLASSIC
3714 EAST 36TH STREETTULSAOK74135NONEPCGENERAL USE$500
PRAIRIE GROVE HIGH SCHOOL
500 COLE DRPRAIRIE GROVEAR72753NONEPCGENERAL USE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$648,747TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,228ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$441,263ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$72,814ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$516,305ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$516,305TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$4,000Amt
Net Investment Income$4,000NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMERRILL LYNCH ACCTBondNm
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH ACCTStockNm
EOY Book Value$8,561,125EOYBookValueAmt
EOYFMV$16,144,892EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Desc2014 TAX REFUNDDesc

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
CONSULTING$60,000$60,000
ADVISOR FEES$73,000$73,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$6,684$6,684
INVESTMENT INCOME TAXES$313,109$313,109

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