WILLIAM S & ANN ATHERTON FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM S & ANN ATHERTON FOUNDATION (EIN 73-1520309)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201623209349104052
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T14:41:39-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Preston Smith PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8118 E 63rd St | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74133 | 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 | 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 A Faubert | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Preston B Smith CPA | PreparerPersonNm |
| PTIN | P00357271 | PTIN |
| Phone | 9182501040 | 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 | $15,659,731 | 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 | $614,310 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $467,740 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $467,740 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $422,658 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $962,864 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $422,658 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,164 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,505,872 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $890,398 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $74,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $44,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $29,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,600 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,400 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,034 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,679 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,452 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,678 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $5,678 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $4,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,400 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,600 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,829 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $10,697 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,132 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,366 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,620 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,746 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $119,907 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,074 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,930 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $745,035 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $745,035 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $864,942 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,074 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $789,965 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $640,930 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $817,324 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,270 | CashBOYAmt |
| Cash EOY | $213,006 | CashEOYAmt |
| Cash EOYFMV | $213,006 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $410,147 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $816,916 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $816,916 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,136,199 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,595,992 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,015,499 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $614,310 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $614,310 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $46,407 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,499 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $37,586 | LandBOYAmt |
| Land EOY | $31,908 | LandEOYAmt |
| Total Assets BOY | $12,631,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,272,132 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,659,731 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,045,300 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,659,610 | CapitalStockEOYAmt |
| Retained Earning BOY | $8,585,902 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,612,522 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,631,202 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,272,132 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,631,202 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,272,132 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,631,202 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $640,930 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,272,132 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,272,132 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5000 Pepsico | D | 2013-01-01 | 2015-06-12 | $466,534 | $269,000 | $197,534 | $197,534 |
| 5041 Pepsico | D | 2013-01-01 | 2015-10-09 | $496,330 | $271,206 | $225,124 | $225,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $422,658 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $346,413 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,772,347 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03545 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $318,884 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,120,648 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05210 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $285,462 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,688,724 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06088 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $223,485 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,084,402 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05472 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $281,049 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,061,910 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06919 | DistributionYr5Rt |
| Total Distribution | 0.272339 | TotalDistributionRt |
| Average Distribution | 0.054468 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,486,932 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $843,542 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,173 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $851,715 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $789,965 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,346 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,346 | SubtotalAmt |
| Tax Based On Investment Income | $16,346 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $11,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $17,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $654 | OverpaymentAmt |
| Applied To ES Tax | $654 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jessica A Faubert | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|
| William S Atherton | |||||||
| 1924 South Utica Suite 1018 | Tulsa | OK | 74104 | Chairman | 1.00 | $0 | $1,000 |
| Delores Ann Atherton | |||||||
| 1924 South Utica Suite 1018 | Tulsa | OK | 74104 | Director | 1.00 | $0 | $1,000 |
| Jessica Ann Faubert | |||||||
| 1924 South Utica Suite 1018 | Tulsa | OK | 74104 | President | 24.00 | $45,000 | $1,000 |
| J Thomas Atherton | |||||||
| 1924 South Utica Suite 1018 | Tulsa | OK | 74104 | Treasurer | 1.00 | $24,000 | $1,000 |
| Michael Dirk Atherton | |||||||
| 1924 South Utica Suite 1018 | Tulsa | OK | 74104 | Director | 1.00 | $0 | $1,000 |
| Preston B Smith | |||||||
| 8118 East 63rd Street | Tulsa | OK | 741331901 | Secretary | 0.00 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,931,590 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $791,184 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,722,774 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $15,722,774 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $235,842 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,486,932 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $774,347 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $774,347 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,346 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,346 | TotalTaxAmt |
| Distributable Before Adj | $758,001 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $758,001 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $758,001 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $789,965 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $789,965 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $789,965 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $758,001 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,587 | UndistributedIncomePYAmt |
| Qualifying Distributions | $789,965 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,587 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $758,001 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,377 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,377 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $13,377 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $13,377 | 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 (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Nat'l Cowboy Western Heritage Museu | |||||||
| 1700 Northeast 63rd Street | Oklahoma City | OK | 73111 | None | PC | Matching Gift Campaign | $50,000 |
| Children's Wish Foundation Int'l | |||||||
| 8615 Roswell Road | Atlanta | GA | 30350 | None | PC | General Fund | $250 |
| Americans for Prosperity Foundation | |||||||
| 1726 M Street NW 10th Floor | Washington | DC | 20036 | None | PC | General Fund | $5,000 |
| American Quarter Horse Foundation | |||||||
| 2601 East I-40 | Amarillo | TX | 79104 | None | PC | Equine Research | $1,000 |
| The Fund for American Studies | |||||||
| 1706 New Hampshire Ave NW | Washington | DC | 20009 | None | PC | Legal Studies Institute | $500 |
| Young America's Foundation | |||||||
| 110 Elden Street | Herndon | VA | 20171 | None | PC | General Fund | $1,000 |
| Competitive Enterprise Institute | |||||||
| 1001 Connecticut Ave NW Ste 1250 | Washington | DC | 20036 | None | PC | General Fund | $500 |
| Committee for a Constructive Tomorr | |||||||
| P O Box 430 | Abingdon | MD | 21009 | None | PC | General Fund | $2,000 |
| Nat'l Center for Public Policy Rese | |||||||
| 501 Capitol Court NE | Washington | DC | 20002 | None | PC | General Fund | $2,000 |
| Ronald McDonald House Charities | |||||||
| 6102 South Hudson Avenue | Tulsa | OK | 74136 | None | PC | McDazzle Fundraiser | $2,500 |
| Hillsdale College | |||||||
| 33 East College Street | Hillsdale | MI | 49242 | None | PC | Chapel | $300,000 |
| Institute for Justice | |||||||
| 901 N Glebe Road Suite 900 | Arlington | VA | 22203 | None | PC | General Fund | $500 |
| American Conservative Union | |||||||
| P O Box 96090 | Washington | DC | 20090 | None | PC | General Fund | $1,000 |
| Holland Hall Annual Fund | |||||||
| 5666 E 81st Street | Tulsa | OK | 74137 | None | PC | Annual Fund | $1,500 |
| James Madison Institute | |||||||
| 2017 Delta Blvd Suite 102 | Tallahassee | FL | 32315 | None | PC | Trusted Solutions for a Better Florida | $2,500 |
| CATO Institute | |||||||
| 1000 Massachusetts Ave NW | Washington | DC | 20001 | None | PC | General Fund | $5,000 |
| The Little Light House | |||||||
| 5120 East 36th Street | Tulsa | OK | 74135 | None | PC | Links for Little Ones | $1,000 |
| Oklahoma State University Foundatio | |||||||
| 107 Whitehurst | Stillwater | OK | 74078 | None | PC | Atherton Hotel Project | $200,000 |
| The Heritage Foundation | |||||||
| 214 Massachusetts Avenue NE | Washington | DC | 20002 | None | PC | General Fund | $50,000 |
| Boy Scouts of America | |||||||
| 4295 South Garnett Road | Tulsa | OK | 74146 | None | PC | Indian Nations Council | $250 |
| Buffalo Bill Historical Center | |||||||
| 720 Sheridan Avenue | Cody | WY | 82414 | None | PC | Buffalo Bill Museum | $1,000 |
| George Mason University Foundation | |||||||
| 4400 University Drive MS 1A3 | Fairfax | VA | 22030 | None | PC | Mercatus Center | $5,000 |
| Institute for Energy Research | |||||||
| 1100 H St NW | Washington | DC | 20005 | None | PC | General Fund | $1,500 |
| Judicial Watch | |||||||
| 501 School St NW Suite 700 | Washington | DC | 20024 | None | PC | General Fund | $2,000 |
| Nature Works | |||||||
| PO Box 52551 | Tulsa | OK | 74152 | None | PC | General Fund | $2,500 |
| Riverfield Country Day School | |||||||
| 2433 West 61st Street South | Tulsa | OK | 74132 | None | PC | General Fund | $5,000 |
| Make-A-Wish Foundation of Oklahoma | |||||||
| 4504 E 67th Street 208 | Tulsa | OK | 74136 | None | PC | General Fund | $1,400 |
| The National Children's Cancer Soci | |||||||
| One South Memorial Drive | St Louis | MO | 63102 | None | PC | General Fund | $250 |
| Philbrook Museum of Art | |||||||
| 2727 S Rockford Rd | Tulsa | OK | 74114 | None | PC | General Fund | $2,000 |
| Mothers Against Drunk Drivers | |||||||
| P O Box 891556 | Oklahoma City | OK | 73189 | None | PC | General Fund | $125 |
| Media Research Center | |||||||
| 325 S Patrick Street | Alexandria | VA | 22314 | None | PC | General Fund | $5,000 |
| Oklahoma Council of Public Affairs | |||||||
| 1401 North Lincoln Boulevard | Oklahoma City | OK | 73104 | None | PC | Liberty Gala | $25,000 |
| Freedomworks Foundation | |||||||
| 400 North Capitol Street Suite 765 | Washington | DC | 20001 | None | PC | General Fund | $1,000 |
| Akdar Shrine Center | |||||||
| 2808 South Sheridan | Tulsa | OK | 74129 | None | PC | Patient Transportation Fund | $2,000 |
| Multiple Sclerosis Association of A | |||||||
| 706 Haddonfield Road | Cherry Hill | NJ | 08002 | None | PC | General Fund | $260 |
| The Leadership Institute | |||||||
| 1101 North Highland Street | Arlington | VA | 22201 | None | PC | General Fund | $5,000 |
| State Policy Network | |||||||
| 1655 North Myer Drive | Arlington | VA | 22209 | None | PC | General Fund | $5,000 |
| American Cancer Society | |||||||
| 4110 S 100th East Ave3 | Tulsa | OK | 74146 | None | PC | Cattle Baron's Ball | $5,000 |
| Goldwater Institute | |||||||
| 500 Eastr Coronado Road | Phoenix | AZ | 85004 | None | PC | General Fund | $1,000 |
| Frank Phillips Foundation | |||||||
| P O Box 1647 | Bartlesville | OK | 74005 | None | PC | Lewis & Clark | $25,000 |
| The Salvation Army | |||||||
| PO Box 397 | Tulsa | OK | 74101 | None | PC | Benefit Dinner | $1,000 |
| American Heart Association | |||||||
| 2227 E Skelly Drive | Tulsa | OK | 74105 | None | PC | Tulsa Heart Ball | $5,000 |
| The Franklin Center | |||||||
| 1229 King Street 3rd Floor | Alexandria | VA | 22314 | None | PC | General Fund | $500 |
| Mackinac Center for Public Policy | |||||||
| 140 West Main Street | Midland | MI | 48640 | None | PC | General Fund | $1,000 |
| Hospitality House of Tulsa | |||||||
| PO Box 14472 | Tulsa | OK | 74159 | None | PC | General Fund | $1,000 |
| Sigma Nu Educational Foundation | |||||||
| PO Box 1869 | Lexington | VA | 24450 | None | PC | General Fund | $5,000 |
| Iron Gate | |||||||
| 501 South Cincinnati | Tulsa | OK | 74103 | None | PC | General Fund | $1,000 |
| Citizens for Self-Governance | |||||||
| 106 East 6th Street Suite 900 | Austin | TX | 78701 | None | PC | General Fund | $500 |
| University of the Cumberlands | |||||||
| 6191 College Station Drive | Williamsburg | KY | 40769 | None | PC | General Fund | $2,000 |
| Ashbrook Center | |||||||
| 401 College Avenue | Ashland | OH | 44805 | None | PC | General Fund | $1,000 |
| Bit by BitRSU Foundation | |||||||
| 16544 A South Hwy 169 | Oolagah | OK | 74053 | None | PC | General Fund | $3,000 |
| The Elephant Sanctuary | |||||||
| PO Box 393 | Hohenwald | TN | 38462 | None | PC | General Fund | $1,000 |
| American Legislative Exchange Counc | |||||||
| 2900 Crystal Drive Suite 600 | Arlington | VA | 22202 | None | PC | General Fund | $1,000 |
| The Wesley Foundation at OSU | |||||||
| 824 W University Avenue | Stillwater | OK | 74074 | None | PC | General Fund | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $745,035 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $467,740 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,164 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $422,658 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $468,904 | ExclusionAmt |
| Related Or Exempt Function Incm | $422,658 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $891,562 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | William S Atherton | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 759 Cal Cove Drive | AddressLine1Txt |
| City | Ft Myers | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $614,310 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Life Insurance Policy | NoncashPropertyDesc |
| Fair Market Value | $614,310 | FairMarketValueAmt |
| Received | 2015-04-17 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Computer | 2013-02-10 | $1,158 | $317 | SL | 7.0000 | $165 |
| Desk | 2013-10-31 | $3,838 | $639 | SL | 7.0000 | $548 |
| 2015 Acura MDX | 2014-09-30 | $34,752 | $1,241 | SL | 7.0000 | $4,965 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Pepsico, Inc. | $10,166,677 | $12,685,743 |
| Golden Ocean Group LTD | $76,272 | $4,280 |
| Yum Brands, Inc. | $116,847 | $365,250 |
| Hugoton Rty Tr Tex | $49,230 | $7,440 |
| Walmart de Mexico | $2,226 | $1,886 |
| Williams Companies | $1,184,740 | $950,900 |
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 | AT COST | ListedAtCostOrFMVCd |
| Book Value | $614,310 | BookValueAmt |
| EOYFMV | $614,310 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Auto./Transportation Equip. | $34,752 | $6,206 | $28,546 |
| Furniture and Fixtures | $11,655 | $8,293 | $3,362 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Auto | $1,738 | $1,043 | $695 |
| Insurance | $1,177 | $706 | $471 |
| Meals & Entertainment | $540 | $324 | $216 |
| OFFICE SUPPLIES | $815 | $489 | $326 |
| Penalty | $96 | $58 | $38 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1,164 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise tax | $1,903 | ||
| Payroll taxes | $6,131 | $3,679 | $2,452 |
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