ATKINSON FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ATKINSON FAMILY FOUNDATION INC (EIN 73-1576901)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201613199349102616
- Schema version
- 2015v2.1
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T13:36:26-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-13 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,164,741 | 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 | $31,469 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,469 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $31,469 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$14,855 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,870 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,462 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,462 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,462 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $20,076 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,931 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $34,931 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $750 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $150 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $150 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $64 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $64 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $64 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $64 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,500 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,464 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $964 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $964 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $964 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,964 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $964 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $964 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,464 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,888 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,967 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $33,967 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,113 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,118 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,118 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $765,558 | CorporateStockBOYAmt |
| Corporate Stock EOY | $812,633 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,160,623 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $825,671 | TotalAssetsBOYAmt |
| Total Assets EOY | $816,751 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,164,741 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $825,671 | CapitalStockBOYAmt |
| Capital Stock EOY | $816,751 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $825,671 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $816,751 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $825,671 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $816,751 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $825,671 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,888 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,968 | OtherIncreasesAmt |
| Subtotal | $816,751 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $816,751 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NGL ENERGY PARTNERS LP - 325 SHARES | P | 2014-10-15 | 2015-01-23 | $9,270 | $0 | $9,543 | -$273 | $0 | $0 | $0 | -$273 |
| MARKWEST ENERGY PARTNERS LP - 1000 SHARES | P | 2014-11-17 | 2015-12-04 | $6,200 | $0 | $11,043 | -$4,843 | $0 | $0 | $0 | -$4,843 |
| MARKWEST ENERGY PARTNERS LP - 1000 SHARES | P | 2014-11-17 | 2015-12-04 | $6,200 | $0 | $11,056 | -$4,856 | $0 | $0 | $0 | -$4,856 |
| MARKWEST ENERGY PARTNERS LP - 1000 SHARES | P | 2014-11-17 | 2015-12-04 | $6,200 | $0 | $11,083 | -$4,883 | $0 | $0 | $0 | -$4,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$14,855 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$273 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $61,005 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,484,024 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041108 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,004 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,026,451 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040922 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,804 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $840,128 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035476 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,202 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $786,881 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042194 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $52,684 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $501,867 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.104976 | DistributionYr5Rt |
| Total Distribution | 0.264676 | TotalDistributionRt |
| Average Distribution | 0.052935 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,349,630 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $71,443 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $340 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $71,783 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $51,464 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $679 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $679 | SubtotalAmt |
| Tax Based On Investment Income | $679 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $366 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $400 | AppliedToEsTaxAmt |
| Total Payments And Credits | $766 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$766 | OriginalReturnOverpaymentAmt |
| Overpayment | $87 | OverpaymentAmt |
| Applied To ES Tax | $87 | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,363,628 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,555 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,370,183 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,370,183 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,553 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,349,630 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,482 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,482 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $679 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $679 | TotalTaxAmt |
| Distributable Before Adj | $66,803 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $66,803 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $66,803 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,464 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $51,464 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $51,464 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,803 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $988 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $988 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,464 | QualifyingDistributionsAmt |
| Applied To Current Year | $51,464 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $988 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $988 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $14,351 | 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TULSA CARES | ||||||
| 3712 E 11TH STREET | TULSA | OK | 74112 | EXEMPT | NONE SPECIFIED | $2,000 |
| COMMUNITY FOOD BANK OF EASTERN OKLAHOMA | ||||||
| 1304 N KENOSHA AVE | TULSA | OK | 74106 | EXEMPT | NONE SPECIFIED | $15,000 |
| IRON GATE | ||||||
| 501 S CINCINNATI AVE | TULSA | OK | 74103 | EXEMPT | NONE SPECIFIED | $5,000 |
| THE GILCREASE MUSEUM MANAGEMENT TRUST | ||||||
| 800 SOUTH TUCKER DRIVE | TULSA | OK | 74104 | EXEMPT | NONE SPECIFIED | $15,000 |
| PARISH OF CHRIST THE KING | ||||||
| 1520 SOUTH ROCKFORD | TULSA | OK | 74120 | EXEMPT | NONE SPECIFIED | $10,000 |
| OKLAHOMA PROJECT WOMAN | ||||||
| 2727 E 21ST STREET STE 602 | TULSA | OK | 74114 | EXEMPT | NONE SPECIFIED | $2,500 |
| REACT TO FILM INC | ||||||
| 135 E 57TH STREET 6TH FLOOR | NEW YORK | NY | 10022 | EXEMPT | NONE SPECIFIED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,469 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$14,855 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,614 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,614 | 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 | $812,633 | EOYBookValueAmt |
| EOYFMV | $1,160,623 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $3,462 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,462 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,462 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE MASTER LIMITED PARTNERSHIP DISTRIBUTIONS RECEIVED | Desc |
| Amt | $30,968 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS FINANCIAL SERVICES, INC. INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $150 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $8,500 | Amt |