ATKINSON FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ATKINSON FAMILY FOUNDATION INC (EIN 73-1576901)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-17
- IRS object ID
- 201542299349101074
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-17T13:43:31-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | 2014-01-01 | 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 | 2015-05-14 | 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 | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,549,719 | 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 | $115,777 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $21,036 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,036 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,036 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $383,965 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $999,528 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $383,965 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,872 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,872 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,872 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $522,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $406,873 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $22,908 | TotalAdjNetIncmAmt |
| Interest Rev And Expnss | $5 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $5 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $5 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $505 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,505 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,005 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $461,145 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $406,868 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,903 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $139,374 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,113 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,113 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $285,215 | CorporateStockBOYAmt |
| Corporate Stock EOY | $765,558 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,489,606 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $424,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $825,671 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,549,719 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $424,589 | CapitalStockBOYAmt |
| Capital Stock EOY | $825,671 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $424,589 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $825,671 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $424,589 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $825,671 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $424,589 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $461,145 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,820 | OtherIncreasesAmt |
| Subtotal | $906,554 | SubtotalAmt |
| Other Decreases | $80,883 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $825,671 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALEXION PHARMACEUTICALS INC - 225 SHARES | P | 2013-08-29 | 2014-03-21 | $36,687 | $0 | $24,600 | $12,087 | $0 | $0 | $0 | $12,087 |
| ENERGY TRANSFER EQUITY LP - 100 SHARES | P | 2014-01-28 | 2014-10-14 | $4,698 | $0 | $4,165 | $533 | $0 | $0 | $0 | $533 |
| ENERGY TRANSFER EQUITY LP - 900 SHARES | P | 2014-02-13 | 2014-10-14 | $42,284 | $0 | $39,359 | $2,925 | $0 | $0 | $0 | $2,925 |
| ENTERPRISE PRODUCTS PARTNERS LP - 1500 SHARES | P | 2014-08-25 | 2014-10-14 | $48,952 | $0 | $59,733 | -$10,781 | $0 | $0 | $0 | -$10,781 |
| KINDER MORGAN ENERGY PARTNERS - 244 SHARES | P | 2014-04-16 | 2014-08-11 | $22,924 | $0 | $19,267 | $3,657 | $0 | $0 | $0 | $3,657 |
| KINDER MORGAN ENERGY PARTNERS - 1000 SHARES | P | 2014-10-15 | 2014-12-03 | $101,860 | $0 | $83,074 | $18,786 | $0 | $0 | $0 | $18,786 |
| KINDER MORGAN INC - .10 SHARES | P | 2014-11-28 | 2014-12-03 | $4 | $0 | $4 | $0 | $0 | $0 | $0 | $0 |
| NGL ENERGY PARTNERS LP - 1200 SHARES | P | 2014-04-16 | 2014-10-10 | $39,557 | $0 | $46,979 | -$7,422 | $0 | $0 | $0 | -$7,422 |
| NGL ENERGY PARTNERS LP - 750 SHARES | P | 2014-06-18 | 2014-10-10 | $24,723 | $0 | $32,650 | -$7,927 | $0 | $0 | $0 | -$7,927 |
| ONEOK PARTNERS LP - 800 SHARES | P | 2014-04-16 | 2014-10-14 | $38,071 | $0 | $45,597 | -$7,526 | $0 | $0 | $0 | -$7,526 |
| TARGA RESOURCES PARTNERS LP - 1000 SHARES | P | 2014-08-11 | 2014-10-14 | $55,305 | $0 | $69,185 | -$13,880 | $0 | $0 | $0 | -$13,880 |
| CALL WHITING PETROLEUM - 10 SHARES | P | 2014-06-11 | 2014-02-24 | $2,399 | $0 | $6,756 | -$4,357 | $0 | $0 | $0 | -$4,357 |
| CALL WHITING PETROLEUM - 7 SHARES | P | 2014-06-20 | 2014-02-24 | $1,679 | $0 | $8,151 | -$6,472 | $0 | $0 | $0 | -$6,472 |
| ALLIANCE RESOURCES PARTNERS LP - 340 SHARES | P | 2010-01-04 | 2014-07-01 | $15,787 | $0 | $7,624 | $8,163 | $0 | $0 | $0 | $8,163 |
| KINDER MORGAN ENERGY PARTNERS LP - 456 SHARES | P | 2009-06-08 | 2014-08-11 | $42,841 | $0 | $16,555 | $26,286 | $0 | $0 | $0 | $26,286 |
| MAGELLAN MIDSTREAM PARTNERS LP - 506 SHARES | P | 2008-10-15 | 2014-10-14 | $34,611 | $0 | $6,710 | $27,901 | $0 | $0 | $0 | $27,901 |
| MAGELLAN MIDSTREAM PARTNERS LP - 316 SHARES | P | 2008-10-17 | 2014-10-14 | $21,615 | $0 | $4,078 | $17,537 | $0 | $0 | $0 | $17,537 |
| MAGELLAN MIDSTREAM PARTNERS LP - 316 SHARES | P | 2008-10-23 | 2014-10-14 | $21,615 | $0 | $4,310 | $17,305 | $0 | $0 | $0 | $17,305 |
| MAGELLAN MIDSTREAM PARTNERS LP - 252 SHARES | P | 2008-11-17 | 2014-10-14 | $17,237 | $0 | $3,110 | $14,127 | $0 | $0 | $0 | $14,127 |
| MAGELLAN MIDSTREAM PARTNERS LP - 170 SHARES | P | 2008-11-18 | 2014-10-14 | $11,628 | $0 | $2,012 | $9,616 | $0 | $0 | $0 | $9,616 |
| MAGELLAN MIDSTREAM PARTNERS LP - 146 SHARES | P | 2008-11-18 | 2014-10-14 | $10,117 | $0 | $1,728 | $8,389 | $0 | $0 | $0 | $8,389 |
| MAGELLAN MIDSTREAM PARTNERS LP - 430 SHARES | P | 2008-11-18 | 2014-10-14 | $29,798 | $0 | $5,090 | $24,708 | $0 | $0 | $0 | $24,708 |
| MAGELLAN MIDSTREAM PARTNERS LP - 254 SHARES | P | 2009-01-14 | 2014-10-14 | $17,602 | $0 | $3,166 | $14,436 | $0 | $0 | $0 | $14,436 |
| MAGELLAN MIDSTREAM PARTNERS LP - 70 SHARES | P | 2009-02-23 | 2014-10-14 | $4,851 | $0 | $733 | $4,118 | $0 | $0 | $0 | $4,118 |
| MAGELLAN MIDSTREAM PARTNERS LP - 700 SHARES | P | 2010-01-04 | 2014-10-14 | $48,509 | $0 | $15,307 | $33,202 | $0 | $0 | $0 | $33,202 |
| SUNOCO LOGISTICS PARTNERS LP - 600 SHARES | P | 2008-10-16 | 2014-10-14 | $22,490 | $0 | $3,714 | $18,776 | $0 | $0 | $0 | $18,776 |
| SUNOCO LOGISTICS PARTNERS LP - 600 SHARES | P | 2008-10-22 | 2014-10-14 | $22,490 | $0 | $4,017 | $18,473 | $0 | $0 | $0 | $18,473 |
| SUNOCO LOGISTICS PARTNERS LP - 450 SHARES | P | 2008-11-07 | 2014-10-14 | $16,868 | $0 | $3,425 | $13,443 | $0 | $0 | $0 | $13,443 |
| SUNOCO LOGISTICS PARTNERS LP - 450 SHARES | P | 2008-11-18 | 2014-10-14 | $16,868 | $0 | $3,159 | $13,709 | $0 | $0 | $0 | $13,709 |
| WHITING PETROLEUM CORP - 700 SHARES | P | 2009-01-29 | 2014-07-18 | $56,211 | $0 | $10,123 | $46,088 | $0 | $0 | $0 | $46,088 |
| WHITING PETROLEUM CORP - 800 SHARES | P | 2009-01-29 | 2014-10-02 | $56,842 | $0 | $11,569 | $45,273 | $0 | $0 | $0 | $45,273 |
| WHITING PETROLEUM CORP - 500 SHARES | P | 2011-09-22 | 2014-10-02 | $35,526 | $0 | $19,023 | $16,503 | $0 | $0 | $0 | $16,503 |
| WHITING PETROLEUM CORP - 100 SHARES | P | 2012-06-11 | 2014-10-02 | $7,105 | $0 | $4,815 | $2,290 | $0 | $0 | $0 | $2,290 |
| WHITING PETROLEUM CORP - 800 SHARES | P | 2012-06-11 | 2014-10-09 | $52,110 | $0 | $38,520 | $13,590 | $0 | $0 | $0 | $13,590 |
| WHITING PETROLEUM CORP - 500 SHARES | P | 2012-08-13 | 2014-10-09 | $32,569 | $0 | $22,160 | $10,409 | $0 | $0 | $0 | $10,409 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $383,965 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$20,377 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $42,004 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,026,451 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040922 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,804 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $840,128 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035476 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,202 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $786,881 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042194 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $52,684 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $501,867 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.104976 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,217 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $361,047 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075384 | DistributionYr5Rt |
| Total Distribution | 0.298952 | TotalDistributionRt |
| Average Distribution | 0.059790 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,484,024 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $88,730 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,069 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $92,799 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $61,005 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,137 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,137 | SubtotalAmt |
| Tax Based On Investment Income | $8,137 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $8,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $8,503 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$8,503 | OriginalReturnOverpaymentAmt |
| Overpayment | $366 | OverpaymentAmt |
| Applied To ES Tax | $366 | 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 | $1,505,589 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,034 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,506,623 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,506,623 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,599 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,484,024 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,201 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,201 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,137 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,137 | TotalTaxAmt |
| Distributable Before Adj | $66,064 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $66,064 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $66,064 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,005 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $61,005 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $61,005 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,064 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $6,047 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $6,047 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,005 | QualifyingDistributionsAmt |
| Applied To Current Year | $61,005 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $5,059 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,059 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $988 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $988 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $988 | ExcessFromYear4Amt |
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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TLC LINDSEY HOUSE | ||||||
| 601 S ELGIN AVENUE | TULSA | OK | 74120 | EXEMPT | NONE SPECIFIED | $1,000 |
| COMMUNITY FOOD BANK OF EASTERN OKLAHOMA | ||||||
| 1304 N KENOSHA AVE | TULSA | OK | 74106 | EXEMPT | NONE SPECIFIED | $25,000 |
| THE TULSA GIRLS ART SCHOOL | ||||||
| 2202 E ADMIRAL BLVD | TULSA | OK | 74110 | EXEMPT | NONE SPECIFIED | $10,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,036 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $383,965 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $405,001 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $405,001 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JOAN B ATKINSON | ||||||
| 1 | 401 S BOSTON AVE SUITE 715 | TULSA | OK | 74103 | $75,865 | Yes (X) |
| THOMAS M ATKINSON | ||||||
| 2 | 401 S BOSTON AVE SUITE 715 | TULSA | OK | 74103 | $39,912 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 225 SHARES OF ALEXION PHARMACEUTICALS INC | $35,953 | 2014-03-21 |
| 1 | 495 SHARES OF MAGELLAN MIDSTREAM PARTNERS LP | $39,912 | 2014-12-18 |
| 2 | 495 SHARES OF MAGELLAN MIDSTREAM PARTNERS LP | $39,912 | 2014-12-18 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS FINANCIAL SERVICES - EQUITIES | StockNm |
| EOY Book Value | $765,558 | EOYBookValueAmt |
| EOYFMV | $1,489,606 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ADJUST COST BASIS OF ASSETS TO ACTUAL | Desc |
| Amt | $80,883 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,872 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,872 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,872 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE MASTER LIMITED PARTNERSHIP DISTRIBUTIONS RECEIVED | Desc |
| Amt | $20,820 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $500 | Amt |