WILLIAM S & ANN ATHERTON FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM S & ANN ATHERTON FOUNDATION (EIN 73-1520309)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201503209349100210
- Schema version
- 2014v5.0
- 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
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T06:26:44-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-10-30 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,498,234 | 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 | $8,178,300 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $202,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $202,458 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $202,458 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $152,909 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $484,649 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $152,909 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,054 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $8,538,721 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $355,367 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $202,458 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $70,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $42,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,441 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,012 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,008 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,583 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $6,583 | 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 | $4,777 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,866 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,911 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,458 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,474 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $984 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $105,259 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,335 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,503 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $311,910 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $311,910 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $417,169 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,335 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $346,413 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,121,552 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $297,032 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $202,458 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,705 | CashBOYAmt |
| Cash EOY | $47,270 | CashEOYAmt |
| Cash EOYFMV | $47,270 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $162,888 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $410,147 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $410,147 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,289,640 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,136,199 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,040,817 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $46,407 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,821 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,417 | LandBOYAmt |
| Land EOY | $37,586 | LandEOYAmt |
| Total Assets BOY | $4,509,650 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,631,202 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,498,234 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,045,300 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,045,300 | CapitalStockEOYAmt |
| Retained Earning BOY | $464,350 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,585,902 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,509,650 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,631,202 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,509,650 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,631,202 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,509,650 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,121,552 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,631,202 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,631,202 | 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 |
|---|---|---|---|---|---|---|---|
| 7000 Williams Companies | D | 2013-01-03 | 2014-02-24 | $294,901 | $224,140 | $70,761 | $70,761 |
| 2000 Pepsico | D | 2013-01-01 | 2014-10-22 | $189,748 | $107,600 | $82,148 | $82,148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $152,909 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $318,884 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,120,648 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05210 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $285,462 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,688,724 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06088 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $223,485 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,084,402 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05472 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $281,049 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,061,910 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06919 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $190,216 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,619,660 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05255 | DistributionYr5Rt |
| Total Distribution | 0.28944 | TotalDistributionRt |
| Average Distribution | 0.05789 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,772,347 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $565,702 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,970 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $568,672 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $346,413 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,941 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,941 | SubtotalAmt |
| Tax Based On Investment Income | $5,941 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,215 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,215 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,274 | OverpaymentAmt |
| Applied To ES Tax | $4,274 | 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 | $40,000 | $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 | $2,000 |
| 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 | $9,518,051 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $403,113 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,921,164 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,921,164 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $148,817 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,772,347 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $488,617 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $488,617 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,941 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,941 | TotalTaxAmt |
| Distributable Before Adj | $482,676 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $482,676 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $482,676 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $346,413 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $346,413 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $346,413 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $482,676 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $23,944 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,849 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $53,314 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,569 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $117,676 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $346,413 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $346,413 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $117,676 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $117,676 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $18,587 | UndistributedIncomeCYAmt |
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 (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Nat'l Cowboy Western Heritage Museu | ||||||
| 1700 Northeast 63rd Street | Oklahoma City | OK | 73111 | None | General Fund | $3,000 |
| The Claremont Institute | ||||||
| 937 West Foothill Blvd Suite E | Claremont | CA | 91711 | None | American History Project | $5,000 |
| American Quarter Horse Foundation | ||||||
| 2601 East I-40 | Amarillo | TX | 79104 | None | Equine Research | $1,000 |
| The Fund for American Studies | ||||||
| 1706 New Hampshire Ave NW | Washington | DC | 20009 | None | Legal Studies Institute | $500 |
| Young America's Foundation | ||||||
| 110 Elden Street | Herndon | VA | 20171 | None | General Fund | $1,000 |
| Competitive Enterprise Institute | ||||||
| 1001 Connecticut Ave NW Ste 1250 | Washington | DC | 20036 | None | General Fund | $500 |
| Committee for a Constructive Tomorr | ||||||
| P O Box 430 | Abingdon | MD | 21009 | None | General Fund | $1,000 |
| Nat'l Center for Public Policy Rese | ||||||
| 501 Capitol Court NE | Washington | DC | 20002 | None | General Fund | $1,500 |
| Ronald McDonald House Charities | ||||||
| 6102 South Hudson Avenue | Tulsa | OK | 74136 | None | 2009 McDazzle Fundraiser | $2,500 |
| Hillsdale College | ||||||
| 33 East College Street | Hillsdale | MI | 49242 | None | National Leadership Seminar, Ft. Meyers, FL and Seattle, WA | $80,150 |
| Nat'l Cowboy Western Heritage Museu | ||||||
| 1700 NE 63rd Street | Oklahoma City | OK | 73111 | None | Aces High | $5,000 |
| Oklahoma Council of Public Affairs | ||||||
| 1401 N Lincoln Blvd | Oklahoma City | OK | 73104 | None | Liberty Gala | $10,000 |
| Institute for Justice | ||||||
| 901 N Glebe Road Suite 900 | Arlington | VA | 22203 | None | General Fund | $500 |
| James Madison Institute | ||||||
| 2017 Delta Blvd Suite 102 | Tallahassee | FL | 32315 | None | Trusted Solutions for a Better Florida | $500 |
| CATO Institute | ||||||
| 1000 Massachusetts Ave NW | Washington | DC | 20001 | None | General Fund | $5,000 |
| The Little Light House | ||||||
| 5120 East 36th Street | Tulsa | OK | 74135 | None | Links for Little Ones | $1,000 |
| FreedomWorks | ||||||
| 601 Pennsylvania Ave NW | Washington | DC | 20004 | None | General Fund | $1,000 |
| Oklahoma State University Foundatio | ||||||
| 107 Whitehurst | Stillwater | OK | 74078 | None | General Scholarship Fund | $100,000 |
| State Policy Network | ||||||
| 2020 North 14th Street Suite 250 | Arlington | VA | 22201 | None | 50-Fifty-5 Initiative | $1,000 |
| The Heritage Foundation | ||||||
| 214 Massachusetts Avenue NE | Washington | DC | 20002 | None | General Fund | $10,000 |
| American Council on Science and Hea | ||||||
| 1995 Broadway Second Floor | New York | NY | 10023 | None | General Fund | $1,000 |
| Boy Scouts of America | ||||||
| 4295 South Garnett Road | Tulsa | OK | 74146 | None | Indian Nations Council | $500 |
| Capital Research Center | ||||||
| 1513 16th Street NW | Washington | DC | 20036 | None | General Fund | $500 |
| George Mason University Foundation | ||||||
| 4400 University Drive MS 1A3 | Fairfax | VA | 22030 | None | Mercatus Center | $1,000 |
| Institute for Energy Research | ||||||
| 1100 H St NW | Washington | DC | 20005 | None | General Fund | $1,500 |
| Judicial Watch | ||||||
| 501 School St NW Suite 700 | Washington | DC | 20024 | None | General Fund | $1,000 |
| National Legal and Policy Center | ||||||
| 107 Park Washington Court | Falls Church | VA | 22046 | None | General Fund | $1,000 |
| The National Children's Cancer Soci | ||||||
| One South Memorial Drive | St Louis | MO | 63102 | None | General Fund | $250 |
| Media Research Center | ||||||
| 325 S Patrick Street | Alexandria | VA | 22314 | None | General Fund | $1,000 |
| Oklahoma Council of Public Affairs | ||||||
| 1401 North Lincoln Boulevard | Oklahoma City | OK | 73104 | None | Liberty Gala | $1,000 |
| John M Ashbrook Center for Public A | ||||||
| 401 College Avenue | Ashland | OH | 44805 | None | General Fund | $1,000 |
| Multiple Sclerosis Association of A | ||||||
| 706 Haddonfield Road | Cherry Hill | NJ | 08002 | None | General Fund | $260 |
| The Leadership Institute | ||||||
| 1101 North Highland Street | Arlington | VA | 22201 | None | General Fund | $1,000 |
| American Cancer Society | ||||||
| 4110 S 100th East Ave3 | Tulsa | OK | 74146 | None | Cattle Baron's Ball | $5,000 |
| Tulsa Historical Society | ||||||
| 2445 South Peoria | Tulsa | OK | 74114 | None | Oil Baron's Ball | $2,000 |
| The Salvation Army | ||||||
| PO Box 397 | Tulsa | OK | 74101 | None | Benefit Dinner | $1,000 |
| American Heart Association | ||||||
| 2227 E Skelly Drive | Tulsa | OK | 74105 | None | Tulsa Heart Ball | $10,000 |
| The Franklin Center | ||||||
| 1229 King Street 3rd Floor | Alexandria | VA | 22314 | None | General Fund | $500 |
| Mackinac Center for Public Policy | ||||||
| 140 West Main Street | Midland | MI | 48640 | None | General Fund | $1,000 |
| Tulsa Botanic Garden | ||||||
| PO Box 707 | Tulsa | OK | 74101 | None | General Fund | $10,000 |
| Oklahoma City Comm Foundation | ||||||
| 1000 N Broadway Ave | Oklahoma City | OK | 73104 | None | General Fund | $1,000 |
| Mason Classical Academy | ||||||
| 3073 S Horseshoe Drive Suite 104 | Naples | FL | 34104 | None | General Fund | $20,000 |
| American Diabetes Association | ||||||
| 1701 North Beauregard Street | Alexandria | VA | 22311 | None | General Fund | $1,500 |
| The Liberty Foundation of America | ||||||
| 1401 North Lincoln Blvd Suite 500 | Oklahoma City | OK | 73104 | None | General Fund | $5,000 |
| Park Friends Inc | ||||||
| 175 E 2nd Street Suite 570 | Tulsa | OK | 74103 | None | General Fund | $1,250 |
| Hospitality House of Tulsa | ||||||
| PO Box 14472 | Tulsa | OK | 74159 | None | General Fund | $1,000 |
| Friends of Woolaroc | ||||||
| PO Box 1647 | Bartlesville | OK | 74005 | None | General Fund | $5,000 |
| Sigma Nu Educational Foundation | ||||||
| PO Box 1869 | Lexington | VA | 24450 | None | General Fund | $5,000 |
| Sonlight Christian Camp | ||||||
| PO Box 536 | Pagosa Springs | CO | 81147 | None | General Fund | $1,000 |
| Thingmajig Theatre Company | ||||||
| 2313 Eagle Drive | Pagosa Springs | CO | 81147 | None | General Fund | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $311,910 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202,458 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $5,054 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $152,909 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $207,512 | ExclusionAmt |
| Related Or Exempt Function Incm | $152,909 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $360,421 | 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 | $8,178,300 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Pepsico Stock - 90,000 shares | NoncashPropertyDesc |
| Fair Market Value | $8,178,300 | FairMarketValueAmt |
| Received | 2014-09-12 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| 2008 Chevrolet Tahoe | 2007-09-24 | $42,414 | $37,869 | SL | 7.0000 | $4,545 |
| Computer | 2007-06-28 | $1,137 | $1,053 | SL | 7.0000 | $84 |
| Computer | 2013-02-10 | $1,158 | $152 | SL | 7.0000 | $165 |
| Desk | 2013-10-31 | $3,838 | $91 | SL | 7.0000 | $548 |
| 2015 Acura MDX | 2014-09-30 | $34,752 | SL | 7.0000 | $1,241 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Pepsico, Inc. | $10,706,884 | $12,954,720 |
| Knightsbridge Tankers, Ltd. | $76,272 | $18,120 |
| Yum Brands, Inc. | $116,847 | $364,250 |
| Hugoton Rty Tr Tex | $49,230 | $39,339 |
| Walmart de Mexico | $2,226 | $1,608 |
| Williams Companies | $1,184,740 | $1,662,780 |
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 | $1,241 | $33,511 |
| Furniture and Fixtures | $11,655 | $7,580 | $4,075 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Auto | $1,942 | $1,165 | $777 |
| Bank Charges | $35 | $21 | $14 |
| Insurance | $217 | $130 | $87 |
| OFFICE SUPPLIES | $122 | $73 | $49 |
| Repairs & Maintenance | $142 | $85 | $57 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $5,054 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise tax | $12,421 | ||
| Payroll taxes | $5,020 | $3,012 | $2,008 |
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