CARSON FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CARSON FOUNDATION (EIN 73-1508384)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201603209349101460
Schema version
2015v2.0
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)
Return2016-11-15T07:52:46-08:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBEW PROFESSIONAL GROUP LLP - CUSHINGBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1206 N HARRISON AVEAddressLine1Txt
CityCUSHINGCityNm
State AbbreviationOKStateAbbreviationCd
ZIP740233302ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731508384EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARSBusinessNameControlTxt
Phone9182250346PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1821 SOUTH LINWOOD AVEAddressLine1Txt
CityCUSHINGCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74023ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOUG CARSONPersonNm
Person TitlePresidentPersonTitleTxt
Signature2016-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRISHA J RIEMAN CPAPreparerPersonNm
PTINP00514075PTIN
Phone9182254216PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,920,567FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$31,315InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$31,315InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$31,315InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$24,387DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,387DividendsNetInvstIncmAmt
Dividends Adj Net Incm$24,387DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$8,557NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$94,009GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,557CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$564,259TotalRevAndExpnssAmt
Total Net Invst Incm$64,259TotalNetInvstIncmAmt
Total Adj Net Incm$55,702TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$950AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$2,880OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,880OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$2,880OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$804TaxesRevAndExpnssAmt
Taxes Adj Net Incm$804TaxesAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss$58,582TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Adj Net Incm$58,582TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$58,582TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$33,506OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$33,416OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$33,506OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$96,722TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$36,296TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$96,722TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$58,582TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$98,722TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$36,296TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$96,722TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$60,582TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$465,537ExcessRevenueOverExpensesAmt
Net Investment Income$27,963NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$571,706CashBOYAmt
Cash EOY$612,225CashEOYAmt
Cash EOYFMV$612,225CashEOYFMVAmt
Sav And Temp Cash Invst BOY$9,228SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,804SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,804SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$80,000OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl EOY$80,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$80,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$357,587CorporateStockBOYAmt
Corporate Stock EOY$381,806CorporateStockEOYAmt
Corporate Stock EOYFMV$384,056CorporateStockEOYFMVAmt
Other Investments BOY$514,258OtherInvestmentsBOYAmt
Other Investments EOY$838,481OtherInvestmentsEOYAmt
Other Investments EOYFMV$838,482OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,452,779TotalAssetsBOYAmt
Total Assets EOY$1,918,316TotalAssetsEOYAmt
Total Assets EOYFMV$1,920,567TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,452,779RetainedEarningBOYAmt
Retained Earning EOY$1,918,316RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,452,779TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,918,316TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,452,779TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,918,316TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,452,779TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$465,537ExcessRevenueOverExpensesAmt
Subtotal$1,918,316SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,918,316TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH 879-04019P2015-01-152015-12-31$11,323$15,057-$3,734-$3,734
MERRILL LYNCH 879-04019P2014-01-012015-12-31$49,458$38,374$11,084$11,084
MERRILL LYNCH 879-04021 STP2015-01-012015-12-31$5,626$6,367-$741-$741
MERRILL LYNCH 879-04021 LTP2014-01-012015-12-31$27,602$25,654$1,948$1,948
FieldValueIRS element (for citing)
Capital Gain Net Income$8,557CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$4,475NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$83,528AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,452,938NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05749DistributionYr1Rt
Adjusted Qlfy Distri Yr2$131,202AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$448,569NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.29249DistributionYr2Rt
Adjusted Qlfy Distri Yr3$93,265AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$348,668NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.26749DistributionYr3Rt
Adjusted Qlfy Distri Yr4$43,068AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$393,278NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.10951DistributionYr4Rt
Adjusted Qlfy Distri Yr5$17,323AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$347,753NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04981DistributionYr5Rt
Total Distribution0.776792TotalDistributionRt
Average Distribution0.155358AverageDistributionRt
Net Vl Noncharitable Assets$1,464,760NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$227,562AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$280NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$227,842AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$60,582QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$559InvestmentIncomeExciseTaxAmt
Subtotal$559SubtotalAmt
Tax Based On Investment Income$559TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$13EsPenaltyAmt
Tax Due$572TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
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 Line1DOUG CARSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9182250346PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1821 SOUTH LINWOOD AVEAddressLine1Txt
CityCUSHINGCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74023ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DOUG CARSON
821 SOUTH LINWOOD AVENUECUSHINGOK74023CHAIRMAN0.00$0
JAYN CARSON
821 SOUTH LINWOOD AVENUECUSHINGOK74023SECRETARY0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1TOTAL LIFE MINISTRIES - INTERNATIONAL; MINISTRY WORK IN RUSSIA INCLUDING VICTORIOUS CHRISTIAN LIVING PROGRAMDescription1Txt
Expenses1$0Expenses1Amt
Description2TOTAL LIFE MINISTRIES - DOMESTIC; DOMESTIC MINISTRY WORK INCLUDING VICTORIOUS CHRISTIAN LIVING PROGRAM.Description2Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,179,983AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$307,083AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,487,066TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,487,066AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,306CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,464,760NetVlNoncharitableAssetsAmt
Minimum Investment Return$73,238MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$73,238MinimumInvestmentReturnAmt
Tax Based On Investment Income$559TaxBasedOnInvestmentIncomeAmt
Total Tax$559TotalTaxAmt
Distributable Before Adj$72,679DistributableBeforeAdjAmt
Distributable Before Ded$72,679DistributableBeforeDedAmt
Distributable As Adjusted$72,679DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$60,582ExpensesAndContributionsAmt
Qualifying Distributions$60,582QualifyingDistributionsAmt
Adjusted Qualifying Distri$60,582AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$72,679DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$234ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$23,460ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$76,084ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$108,810ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,683ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$220,271TotalExcessDistributionCyovAmt
Qualifying Distributions$60,582QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$60,582AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$12,097ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$12,097ExcessDistributionCyovAppCYAmt
Total Corpus$208,174TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$208,174ExcessDistriCyovToNextYrAmt
Excess From Year4$11,597ExcessFromYear4Amt
Excess From Year3$76,084ExcessFromYear3Amt
Excess From Year2$108,810ExcessFromYear2Amt
Excess From Year1$11,683ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonINTERNATIONAL GYMNASTICS HALL OF FARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1120 N ROBINSON AVEAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73012ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation Status501(c)3RecipientFoundationStatusTxt
Grant Or Contribution PurposeINTERNATIONAL GYMNASTICS HALL OF FAME- SPONSOR YOUNG ATHLETES TO ATTEND ANNUAL BANQUETGrantOrContributionPurposeTxt
Amt$2,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$31,315RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$24,387RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8,557RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$64,259RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$64,259TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDOUGLAS CARSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1821 S LINWOOD AVEAddressLine1Txt
CityCUSHINGCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74023ZIPCd
FieldValueIRS element (for citing)
Total Contributions$500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$950Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$950AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ML 04019$144,877$183,222
ML 04021$147,157$160,349
ML 04018$89,772$40,485

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ROC DEBT STRATEGIES FUND, LPAT COST$496,602$496,602
ROC MLTFAM & COM OFF FUND, LPAT COST$341,879$341,880

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK CHARGES$90$90
K-1 PASS THROUGH EXPENSES/LOSS$33,416$33,416$33,416

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1COVENANT CHURCHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$80,000BalanceDueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEES & FOREIGN TAXCategoryTxt
Amt$2,880Amt
Net Investment Income$2,880NetInvestmentIncomeAmt
Adjusted Net Income$2,880AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERALCategoryTxt
Amt$804Amt
Adjusted Net Income$804AdjustedNetIncomeAmt

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