WILLIAM S & ANN ATHERTON FOUNDATION: Form 990PF, tax year 2016
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- Organization
- WILLIAM S & ANN ATHERTON FOUNDATION (EIN 73-1520309)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201723189349100337
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T14:36:22-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-13 | 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 | 2017-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.207.236.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 20:08:07 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1F3AFD02C89B0F035E895642A1531DFB72E5A9AF | 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 | $16,091,756 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $441,194 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $441,194 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $219 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $441,413 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $441,194 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $84,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $33,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $12,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,200 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,800 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,336 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,602 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,734 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $30,818 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,613 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,075 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,712 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $5,712 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $4,250 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,550 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,700 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $38,859 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $23,315 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,544 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,377 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,426 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,951 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $192,352 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $103,818 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,404 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $754,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $754,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $946,852 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $103,818 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $819,904 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$505,439 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $337,376 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $213,006 | CashBOYAmt |
| Cash EOY | $121,868 | CashEOYAmt |
| Cash EOYFMV | $121,868 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $816,916 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $408,328 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $408,328 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,595,992 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,595,992 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,898,256 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $614,310 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $637,109 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $637,109 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $46,406 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,211 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $31,908 | LandBOYAmt |
| Land EOY | $26,195 | LandEOYAmt |
| Land EOYFMV | $26,195 | LandEOYFMVAmt |
| Total Assets BOY | $13,272,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,789,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,091,756 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $8,612,522 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,129,882 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,272,132 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,789,492 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,272,132 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,789,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,272,132 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$505,439 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,799 | OtherIncreasesAmt |
| Subtotal | $12,789,492 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,789,492 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $789,965 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,486,932 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051008 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $346,413 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,772,347 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035448 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $318,884 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,120,648 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052100 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $285,462 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,688,724 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060883 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $223,485 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,084,402 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054717 | DistributionYr5Rt |
| Total Distribution | 0.254156 | TotalDistributionRt |
| Average Distribution | 0.050831 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,579,537 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $791,923 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,374 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $795,297 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $819,904 | 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 | $3,374 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,374 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,374 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $27,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $23,626 | OverpaymentAmt |
| Applied To ES Tax | $23,626 | 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) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 | $1,000 |
| Delores Ann Atherton | ||||||||
| 1924 South Utica Suite 1018 | Tulsa | OK | 74104 | Director | 1.00 | $0 | $0 | $1,000 |
| Jessica Ann Faubert | ||||||||
| 1924 South Utica Suite 1018 | Tulsa | OK | 74104 | President | 24.00 | $60,000 | $0 | $1,000 |
| J Thomas Atherton | ||||||||
| 1924 South Utica Suite 1018 | Tulsa | OK | 74104 | Treasurer | 1.00 | $24,000 | $0 | $1,000 |
| Michael Dirk Atherton | ||||||||
| 1924 South Utica Suite 1018 | Tulsa | OK | 74104 | Director | 1.00 | $0 | $0 | $2,000 |
| 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 | $14,505,969 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $674,986 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $635,834 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,816,789 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,816,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $237,252 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,579,537 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $778,977 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $778,977 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,374 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,374 | TotalTaxAmt |
| Distributable Before Adj | $775,603 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $775,603 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $775,603 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $819,904 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $819,904 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,374 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $816,530 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $775,603 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $13,377 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,377 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $819,904 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $775,603 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $44,301 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $57,678 | 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 | $57,678 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $13,377 | ExcessFromYear1Amt |
| Excess From Current Year | $44,301 | 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 (51 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 | $2,000 |
| American Cancer Society | |||||||
| 4110 S 100th East Ave3 | Tulsa | OK | 74146 | None | Public | Cattle Baron's Ball | $5,000 |
| American Council on Science and Health | |||||||
| 1995 Broadway Second Floor | New York | NY | 10023 | None | Public | General Fund | $1,000 |
| American Heart Association | |||||||
| 2227 E Skelly Drive | Tulsa | OK | 74105 | None | Public | Tulsa Heart Ball | $5,000 |
| American Legislative Exchange Council | |||||||
| 2900 Crystal Drive Suite 600 | Arlington | VA | 22202 | None | Public | General Fund | $1,000 |
| American Quarter Horse Foundation | |||||||
| PO Box 32111 | Amarillo | TX | 79120 | None | Public | Equine Research | $1,000 |
| Ashbrook Center | |||||||
| 401 College Avenue | Ashland | OH | 44805 | None | Public | General Fund | $1,000 |
| 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 | $500 |
| Capital Research Center | |||||||
| 1513 16th Street NW | Washington | DC | 20036 | None | Private | General Fund | $1,000 |
| Committee for a Constructive Tomorrow | |||||||
| P O Box 430 | Abingdon | MD | 21009 | None | Public | General Fund | $1,000 |
| Competitive Enterprise Institute | |||||||
| 1310 L Street NW | Washington | DC | 20005 | None | Public | General Fund | $500 |
| Goldwater Institute | |||||||
| 500 East Coronado Road | Phoenix | AZ | 85004 | None | Public | General Fund | $1,000 |
| Hillsdale College | |||||||
| 33 East College Street | Hillsdale | MI | 49242 | None | Public | Chapel | $300,000 |
| Holland Hall Annual Fund | |||||||
| 5666 E 81st Street | Tulsa | OK | 74137 | None | Private | Annual Fund | $1,500 |
| Hospitality House of Tulsa | |||||||
| PO Box 14472 | Tulsa | OK | 74159 | None | Public | General Fund | $1,000 |
| Institute for Energy Research | |||||||
| 1155 15th Street NW Suite 900 | Washington | DC | 20005 | None | Public | General Fund | $1,500 |
| Institute for Justice | |||||||
| 901 N Glebe Road Suite 900 | Arlington | VA | 22203 | None | Public | General Fund | $1,000 |
| Judicial Watch | |||||||
| 501 School St NW Suite 700 | Washington | DC | 20024 | None | Public | General Fund | $4,000 |
| Make-A-Wish Foundation of Oklahoma | |||||||
| 4504 E 67th Street 208 | Tulsa | OK | 74136 | None | Public | General Fund | $1,400 |
| Mercatus Center | |||||||
| 3301 North Fairfax Drive | Arlington | VA | 22201 | None | Public | General Fund | $5,000 |
| Moving Picture Institute | |||||||
| 375 Greenwich Street | New York City | NY | 10013 | None | Public | General Fund | $2,500 |
| Nat'l Cowboy & Western Heritage Museum | |||||||
| 1700 Northeast 63rd Street | Oklahoma City | OK | 73111 | None | public | Matching Gift Campaign | $50,000 |
| 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 North Lincoln Boulevard | Oklahoma City | OK | 73104 | None | Public | Liberty Gala | $25,000 |
| Oklahoma State University Foundation | |||||||
| 107 Whitehurst | Stillwater | OK | 74078 | None | Public | Atherton Hotel Project | $100,000 |
| Philbrook Museum of Art | |||||||
| 2727 S Rockford Rd | Tulsa | OK | 74114 | None | PUblic | General Fund | $3,000 |
| Riverfield Country Day School | |||||||
| 2433 West 61st Street South | Tulsa | OK | 74132 | None | public | General Fund | $2,000 |
| 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 |
| 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 | $8,000 |
| The Elephant Sanctuary | |||||||
| PO Box 393 | Hohenwald | TN | 38462 | None | Public | General Fund | $1,000 |
| The Franklin Center | |||||||
| 1229 King Street 3rd Floor | Alexandria | VA | 22314 | None | Public | General Fund | $2,000 |
| The Fund for American Studies | |||||||
| 1706 New Hampshire Ave NW | Washington | DC | 20009 | None | Public | Legal Studies Institute | $500 |
| The Heritage Foundation | |||||||
| 214 Massachusetts Avenue NE | Washington | DC | 20002 | None | Public | General Fund | $50,000 |
| The Leadership Institute | |||||||
| 1101 North Highland Street | Arlington | VA | 22201 | None | Public | General Fund | $10,000 |
| The Liberty Foundation of America | |||||||
| 1401 North Lincoln Blvd Suite 500 | Oklahoma City | OK | 73104 | None | Public | General Fund | $5,000 |
| The Little Light House | |||||||
| 5120 East 36th Street | Tulsa | OK | 74135 | None | Public | General Fund | $1,000 |
| Tulsa Botanic Garden | |||||||
| PO Box 707 | Tulsa | OK | 74101 | None | Public | General Fund | $2,500 |
| 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 | $2,500 |
| American Red Cross - Tulsa Area Chapter | |||||||
| 1051 East 11th Street | Tulsa | OK | 74128 | None | public | Rescue Gala Sponsor | $2,500 |
| Commemorative Air Force | |||||||
| PO Box 758535 | Topeka | KS | 666758535 | None | public | General Fund | $1,000 |
| Eisenhower Foundation | |||||||
| PO Box 35 | Abilene | KS | 67410 | none | public | General Fund | $500 |
| Mountain States Legal Foundation | |||||||
| 2596 S Lewis Way | Lakewood | CO | 80227 | None | Public | General Fund | $1,000 |
| NRA Civil Rights Defense Fund | |||||||
| 11250 Waples Mill Road | Fairfax | VA | 22030 | none | public | General Fund | $2,000 |
| Oklahoma Wesleyan University | |||||||
| 2201 Silver Lake Road | Bartlesville | OK | 74006 | NOne | PRivate | Annual Fund | $20,000 |
| Rainbow Meadows Equine Rescue & Retirement Inc | |||||||
| 1949 Dalton Road | Sedan | KS | 67361 | none | public | General Funds | $2,000 |
| St Jude Children's Research Hospital | |||||||
| PO Box 167 | Memphis | TN | 38101 | none | public | General Fund | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $754,500 | 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 | $441,194 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $219 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $441,413 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $441,413 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Investment income used to fund charitable gifts |
| 7 | 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 | $9,336 | Amt |
| Net Investment Income | $5,602 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,734 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Statement 7 | 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 | $844 | SL | 7.000000000000 | $34 | $34 |
| Computer | 2007-06-28 | $1,137 | $1,137 | SL | 7.000000000000 | $0 | $0 |
| Computer | 2013-02-10 | $1,158 | $482 | SL | 7.000000000000 | $165 | $165 |
| Desk | 2013-10-31 | $3,838 | $1,187 | SL | 7.000000000000 | $548 | $548 |
| 2015 Acura MDX | 2014-09-30 | $34,752 | $6,206 | SL | 7.000000000000 | $4,965 | $4,965 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Expense allocation basis | IdentifierTxt |
| Form And Line Reference | Form 990-PF, Part IX-A, Line 1 | FormAndLineReferenceDesc |
| Medium Explanation | 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. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Pepsico, Inc. | $10,166,677 | $13,283,720 |
| Golden Ocean Group LTD | $76,272 | $3,768 |
| Yum Brands, Inc. | $116,847 | $447,250 |
| Hugoton Rty Tr Tex | $49,230 | $9,998 |
| Walmart de Mexico | $2,226 | $1,340 |
| Williams Companies | $1,184,740 | $1,152,180 |
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 | $637,109 | BookValueAmt |
| EOYFMV | $637,109 | 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 | $647 | $511 | $511 |
| Desk | $3,838 | $1,735 | $2,103 | $2,103 |
| 2015 Acura MDX | $34,752 | $11,171 | $23,581 | $23,581 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $1,023 | $614 | $409 |
| Auto | $299 | $179 | $120 |
| OFFICE SUPPLIES | $55 | $33 | $22 |
| Director's Fees | $6,000 | $3,600 | $2,400 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Royalty Income | Desc |
| Revenue And Expenses Per Books | $219 | 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 | $22,799 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll taxes | $7,688 | $4,613 | $3,075 |
| Excise Tax | $23,130 | $0 | $0 |
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