EVANS FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EVANS FAMILY FOUNDATION (EIN 73-1608224)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201521349349101757
- 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
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T09:42:15-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BASKIN HADLEY & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 N 2ND ST | AddressLine1Txt |
| City | PONCA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 746014348 | 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 | 731608224 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LLOYD I JERRY AND PATRICIA PERDUE | BusinessNameLine1Txt |
| Business Name Line2 | EVANS FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LLOY | BusinessNameControlTxt |
| Phone | 5807656693 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30 | AddressLine1Txt |
| City | PONCA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA BROWN | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERRI HADLEY | PreparerPersonNm |
| PTIN | P01207952 | PTIN |
| Phone | 5807628345 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,505,526 | 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 | $304,047 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,146 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,146 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $13,146 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $39,335 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,335 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $39,335 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142,232 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $578,444 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,232 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $31,755 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $22,853 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $521,613 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $194,713 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $84,236 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $429 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,707 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,707 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,236 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,736 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,236 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,736 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $458,377 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $192,977 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $84,236 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $161,378 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $163,416 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $163,416 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $827,196 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,284,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,342,110 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $988,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,447,916 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,505,526 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $988,574 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,447,916 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $988,574 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,447,916 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $988,574 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,447,916 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $988,574 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $458,377 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,237 | OtherIncreasesAmt |
| Subtotal | $1,450,188 | SubtotalAmt |
| Other Decreases | $2,272 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,447,916 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt |
|---|---|
| Capital Gain Dividends | |
| $36 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,232 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $31,755 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,957 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,236,720 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04120 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $52,485 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,010,399 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05195 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,211 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,038,724 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03871 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,985 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,029,059 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.00776 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $51,798 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,027,816 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05040 | DistributionYr5Rt |
| Total Distribution | 0.19002 | TotalDistributionRt |
| Average Distribution | 0.03800 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,385,734 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $52,662 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,930 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $54,592 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $60,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,930 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,930 | SubtotalAmt |
| Tax Based On Investment Income | $1,930 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $553 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $553 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,377 | TaxDueAmt |
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 | LINDA BROWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5807656693 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 30 | AddressLine1Txt |
| City | PONCA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 746020030 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LINDA BROWN | ||||||
| P O BOX 30 | PONCA CITY | OK | 74602 | Director | 5.00 | $0 |
| BRUCE EVANS | ||||||
| P O BOX 30 | PONCA CITY | OK | 74602 | Director | 1.00 | $0 |
| LEE EVANS | ||||||
| P O BOX 30 | PONCA CITY | OK | 74602 | Director | 1.00 | $0 |
| LEN CASON | ||||||
| 1600 BANK OF OKLAHOMA PLAZA | OKLAHOMA CITY | OK | 73102 | Director | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,225,579 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $181,258 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,406,837 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,406,837 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,103 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,385,734 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,287 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,287 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,930 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,930 | TotalTaxAmt |
| Distributable Before Adj | $67,357 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $67,357 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $67,357 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $60,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,930 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $58,070 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,357 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $58,745 | UndistributedIncomePYAmt |
| Qualifying Distributions | $60,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $58,745 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,255 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $66,102 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OKLAHOMA HERITAGE ASSOCIATION | |||||||
| 1400 CLASSEN DRIVE | OKLAHOMA CITY | OK | 73106 | NONE | PUBLIC | HISTORICAL | $2,500 |
| OKLAHOMA ARTS INSTITUTE | |||||||
| 111 NW 9TH STREET | OKLAHOMA CITY | OK | 73102 | NONE | PUBLIC | ARTS | $500 |
| GILCREASE MUSEUM | |||||||
| 1400 N GILCREASE MUSEUM RD | TULSA | OK | 74127 | NONE | PUBLIC | ARTS | $500 |
| OKLAHOMA FOUNDATION FOR EXCELLENCE | |||||||
| 120 N ROBINSON SUITE 1420-W | OKLAHOMA CITY | OK | 73102 | NONE | PUBLIC | EDUCATION | $1,500 |
| MARLAND CHILDREN'S HOME | |||||||
| 1300 SUMMERS PLACE | PONCA CITY | OK | 74604 | NONE | PUBLIC | SHELTER & EDUC FOR ABUSED CHILDREN | $5,000 |
| SALVATION ARMY | |||||||
| PO BOX 2067 | PONCA CITY | OK | 74602 | NONE | PUBLIC | COMMUNITY OUTREACH | $5,000 |
| STANDING BEAR FOUNDATION | |||||||
| PO BOX 247 | PONCA CITY | OK | 74602 | NONE | PUBLIC | PRESERVE NATIVE CULTURE | $2,500 |
| OKLAHOMA MEDICAL RESEARCH | |||||||
| 825 NE 13TH STREET | OKLAHOMA CITY | OK | 73104 | NONE | PUBLIC | MEDICAL RESEARCH | $2,500 |
| OPERATION PIONEER SPIRIT | |||||||
| 2509 MOCKINGBIRD DRIVE | PONCA CITY | OK | 74604 | NONE | PUBLIC | COMMUNITY OUTREACH | $5,000 |
| EVANS CHILDREN'S ACADEMY | |||||||
| 104 E GRAND AVE | PONCA CITY | OK | 74604 | NONE | PUBLIC | ART EDUCATION | $5,000 |
| PONCA CITY HUMANE SOCIETY | |||||||
| PO BOX 1671 | PONCA CITY | OK | 74602 | NONE | PUBLIC | ANIMAL WELFARE | $2,500 |
| PONCA CITY ARTS ASSOCIATION | |||||||
| 819 E CENTRAL | PONCA CITY | OK | 74601 | NONE | PUBLIC | ARTS | $2,000 |
| WES WELKER FOUNDATION | |||||||
| PO BOX 20777 | OKLAHOMA CITY | OK | 73156 | NONE | PUBLIC | CHILD WELFARE | $1,000 |
| NOC FOUNDATION | |||||||
| PO BOX 310 | PONCA CITY | OK | 74602 | NONE | PUBLIC | MUSIC EDUCATION | $2,500 |
| BUFFALO BILL HISTORICAL CENTER | |||||||
| 720 SHERIDAN AVE | CODY | WY | 82414 | NONE | PUBLIC | HISTORICAL | $1,500 |
| MID-AMERICA ARTS ALLIANCE | |||||||
| 2018 BALTIMORE AVENUE | KANSAS CITY | MO | 64108 | NONE | PUBLIC | PROMOTE ARTS | $500 |
| PRESIDENTIAL PARTNERS NOC | |||||||
| 1220 EAST GRAND | TONKAWA | OK | 74653 | NONE | PUBLIC | SCHOLARSHIPS | $500 |
| OSU FOUNDATION | |||||||
| 400 S MONROE STREET | STILLWATER | OK | 74074 | NONE | PUBLIC | ART MUSEUM | $15,000 |
| OKLAHOMANS FOR THE ARTS | |||||||
| 111 NW 9TH STREET | OKLAHOMA CITY | OK | 73102 | NONE | PUBLIC | ARTS | $1,500 |
| MARLAND GRAND HOME | |||||||
| PO BOX 827 | PONCA CITY | OK | 74602 | NONE | PUBLIC | PRESERVE HISTORICAL BLDG | $2,000 |
| CASA OF KAY NOBLE COUNTIES | |||||||
| 2203 NORTH ASH | PONCA CITY | OK | 74601 | NONE | PUBLIC | ASSIST FOSTER CHILDREN THROUGH COURTS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,146 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,335 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,100 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $142,232 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GENESIS ENERGY, LP | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$247 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $217,566 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $217,566 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| NEO CONCRETE & MATERIALS INC | ||||||
| 1 | PO BOX 30 | PONCA CITY | OK | 74602 | $122,610 | Yes (X) |
| ENID CONCRETE CO INC | ||||||
| 2 | PO BOX 30 | PONCA CITY | OK | 74602 | $77,952 | Yes (X) |
| EVANS & ASSOC CONSTRUCTION CO INC | ||||||
| 3 | PO BOX 30 | PONCA CITY | OK | 74602 | $265,643 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 400 UNITS OF ACCESS MIDSTREAM PARTNERS, LP850 UNITS OF ENTERPRISE PRODUCTS PARTNERS, LP750 UNITS OF | $122,610 | 2014-03-04 |
| 2 | 1150 UNITS ENTERPRISE PRODUCTS PARTNERS, LP | $77,952 | 2014-03-05 |
| 3 | 1350 UNITS ENERGY TRANSFER PARTNERS, LP1350 UNITS GENESIS ENERGY, LP3000 UNITS HI-CRUSH PARTNERS, LP | $265,643 | 2014-03-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO COST OF INVEST | Desc |
| Amt | $2,272 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $1,707 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,707 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| GENESIS ENERGY, LP | -$247 |
| Other Investment Income | $23,100 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX EXEMPT INTEREST | Desc |
| Amt | $3,237 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| AmtAmt | CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| $400 | ||
| $29 | FOREIGN TAXES PAID | $29 |
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