TOM J & EDNA MAE CARSON FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TOM J & EDNA MAE CARSON FOUNDATION (EIN 58-1880469)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201401349349100615
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T08:16:53-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 ROGERS AVE STE 700 | AddressLine1 |
| City | FORT SMITH | City |
| State | AR | State |
| ZIP Code | 729032079 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581880469 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM J & EDNA MAE CARSON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KEN ROSSI | InCareOfNm |
| Business Name Control | TOMJ | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 ROGERS AVENUE SUITE 700 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | FORT SMITH | City |
| State | AR | State |
| ZIP Code | 729032079 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM CARSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4794521040 | PhoneNum |
| Signature | 2014-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ken J Rossi | PreparerPersonNm |
| Phone | 4794521040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,727,779 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27,311 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,311 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $328,724 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $328,724 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $778,228 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $843,793 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $778,228 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,134,263 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,134,263 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,770 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,770 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $64,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,400 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $875 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $875 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $68,045 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,045 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $622,393 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $622,393 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $690,438 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,045 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $622,393 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $443,825 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,066,218 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,191,709 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,291,363 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,291,363 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $400,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $400,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $400,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,343,853 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,279,520 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,783,858 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $248,393 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $252,558 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $252,558 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,783,955 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,223,441 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,727,779 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | -$10,545 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$4,644 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | -$10,545 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$4,644 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,785,718 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,785,718 | CapitalStockEOYAmt |
| Retained Earning BOY | -$991,218 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$557,633 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,794,500 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,228,085 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,783,955 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,223,441 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,794,500 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $443,825 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,238,325 | SubtotalAmt |
| Other Decreases | $10,240 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,228,085 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MERRILL LYNCH | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2001-04-02 | AcquiredDt |
| Sold | 2013-05-22 | SoldDt |
| Gross Sales Price | $841,115 | GrossSalesPriceAmt |
| Cost Or Other Basis | $65,565 | CostOrOtherBasisAmt |
| Gain Or Loss | $775,550 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $775,550 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $778,228 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,324 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,324 | SubtotalAmt |
| Tax Based On Investment Income | $21,324 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,300 | TotalPaymentsAndCreditsAmt |
| Tax Due | $16,024 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | KEN ROSSI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4794521040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 ROGERS AVE SUITE 700 | AddressLine1 |
| City | Fort Smith | City |
| State | AR | State |
| ZIP Code | 729032079 | ZIPCode |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TOM J CARSON | ||||||||
| PO BOX 71 | Stillwell | OK | 74960 | TRUSTEE A | 0.25 | $0 | $0 | $0 |
| JAMES F CARSON | ||||||||
| PO BOX 312 | Stillwell | OK | 74960 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| DREW T CARSON | ||||||||
| PO BOX 71 | Stillwell | OK | 74960 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| RITA KAY FOWLKES | ||||||||
| 2704 NORTH EAST EASY | Claremore | OK | 74011 | TRUSTEE | 0.25 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,048,941 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,286,944 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $200,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,535,885 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,535,885 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $233,038 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,302,847 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $765,142 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $765,142 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,324 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,324 | TotalTaxAmt |
| Distributable Before Adj | $743,818 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $743,818 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $743,818 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $622,393 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $622,393 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $622,393 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $743,818 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $595,157 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $622,393 | QualifyingDistributionsAmt |
| Applied To Year1 | $595,157 | AppliedToYear1Amt |
| Applied To Current Year | $27,236 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $716,582 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TOM CARSON | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOY SCOUTS OF AMERICA | |||||||
| 3206 S PEORIA | Tulsa | OK | 74105 | NONE | PC | GENERAL USE | $1,000 |
| ADAIR COUNTY CATTLEMEN'S ASSOCIATION | |||||||
| 1202 SASSAFRAS ST | STILWELL | OK | 74960 | NONE | PC | GENERAL USE | $1,500 |
| OSU FOUNDATION | |||||||
| PO BOX 1749 | STILLWATER | OK | 740761749 | NONE | PC | GENERAL USE | $3,080 |
| ADAIR COUNTY RESOURCE CENTER | |||||||
| PO BOX 547 | STILWELL | OK | 74960 | NONE | PC | GENERAL USE | $21,600 |
| OKLAHOMA EDUCATIONAL TELEVISION AUTHORITY FOUNDATI | |||||||
| 7403 N KELLEY AVE | OKLAHOMA CITY | OK | 73111 | NONE | PC | GENERAL USE | $1,000 |
| ADAIR COUNTY FAIR | |||||||
| 220 WEST DIVISION STREET ST 1 | STILWELL | OK | 74960 | NONE | NC | GENERAL USE | $31,003 |
| STILWELL PUBLIC SCHOOL FOUNDATION INC | |||||||
| PO BOX 185 | STILWELL | OK | 74960 | NONE | PC | GENERAL USE | $3,950 |
| WATTS PUBLIC SCHOOL | |||||||
| 6TH STREET | WATTS | OK | 74964 | NONE | PC | GENERAL USE | $3,000 |
| FIRST BAPTIST CHURCH STILLWELL | |||||||
| 801 WEST HICKORY STREET | STILWELL | OK | 74960 | NONE | PC | GENERAL USE | $10,000 |
| JERMIAH 29 FOUNDATION | |||||||
| 118 WEST DIVISION STREET | STILWELL | OK | 74960 | NONE | PC | GENERAL USE | $8,000 |
| OKLAHOMA BANKERS ASSOCIATION | |||||||
| 643 NE 41ST STREET | OKLAHOMA CITY | OK | 73105 | NONE | PC | GENERAL USE | $2,500 |
| SIGMA NU EDUCATION FOUNDATION INC | |||||||
| 9 NORTH LEWIS STREET | LEXINGTON | VA | 24450 | NONE | PC | GENERAL USE | $2,760 |
| STILWELL MIDDLE SCHOOL | |||||||
| 12 NORTH 7TH STREET | STILWELL | OK | 74960 | NONE | PC | GENERAL USE | $1,800 |
| ARKANSAS CHILDRENS HOSPITAL | |||||||
| 1 CHILDRENS WAY SLOT 663 | LITTLE ROCK | AR | 72202 | NONE | PC | GENERAL USE | $10,000 |
| CANCER SUCKS | |||||||
| PO BOX 1091 | BIXBY | OK | 74008 | NONE | PC | GENERAL USE | $500 |
| CHEROKEE HERITAGE CENTER - CNHS | |||||||
| 21192 S KEELER DRIVE | PARK HILL | OK | 74451 | NONE | PC | GENERAL USE | $1,150 |
| ORCHARD ROAD COMMUNITY OUTREACH INC | |||||||
| RR 2 BOX 175104 | STILWELL | OK | 74960 | NONE | PC | GENERAL USE | $25,000 |
| HOPE CENTER INC | |||||||
| ROUTE 1 BOX 741 | WESTVILLE | OK | 74965 | NONE | PC | GENERAL USE | $12,500 |
| ADAIR COUNTY HEALTH CENTER INC | |||||||
| 1401 WEST LOCUST STREET | STILWELL | OK | 74960 | NONE | PC | GENERAL USE | $400,000 |
| FRIENDS OF THE JOHN F HENDERSON PUBLIC LIBRARY | |||||||
| PO BOX 580 | WESTVILLE | OK | 74965 | NONE | PC | GENERAL USE | $650 |
| SHRINERS INTERNATIONAL - BEDOUIN SHRINERS | |||||||
| PO BOX 1667 | MUSKOGEE | OK | 74403 | NONE | PC | GENERAL USE | $300 |
| CHRISTIAN MOTORCYCLIST ASSOCIATION | |||||||
| PO BOX 9 4278 HWY 71 SOUTH | HATFIELD | AR | 71945 | NONE | PC | GENERAL USE | $250 |
| FLINT LODGE #11 | |||||||
| 11 S FLINT ST | STILWELL | OK | 74960 | NONE | PF | GENERAL USE | $1,750 |
| FRIENDS OF STILWELL PUBLIC LIBRARY | |||||||
| 5 NORTH 6TH STREET | STILWELL | OK | 74960 | NONE | PC | GENERAL USE | $25,000 |
| JOHN BROWN UNIVERSITY | |||||||
| 2000 WEST UNIVERSITY STREET | SILOAM SPRINGS | AR | 72761 | NONE | PC | GENERAL USE | $10,000 |
| KEYS BAPTIST CHURCH | |||||||
| 26347 HWY 82 | PARK HILL | OK | 74451 | NONE | PC | GENERAL USE | $12,000 |
| LIFESHARE OKLAHOMA | |||||||
| 2221 E SKELLY DR | TULSA | OK | 74105 | NONE | PC | GENERAL USE | $1,500 |
| MDA | |||||||
| 3300 E SUNRISE DRIVE | TUCSON | AZ | 85718 | NONE | PC | GENERAL USE | $750 |
| OKLAHOMA HISTORICAL SOCIETY | |||||||
| 800 NAZIH ZUHDI DR | OKLAHOMA CITY | OK | 73105 | NONE | PC | GENERAL USE | $1,000 |
| PEAVINE ELEMENTARY SCHOOL | |||||||
| PO BOX 389 | STILWELL | OK | 74960 | NONE | PC | GENERAL USE | $50 |
| ROCKY MOUNTAIN SCHOOL | |||||||
| ROUTE 1 BOX 665 | STILWELL | OK | 74960 | NONE | PC | GENERAL USE | $50 |
| STILWELL HIGH SCHOOL | |||||||
| PO BOX 1070 | STILWELL | OK | 74960 | NONE | PC | BOOKS | $1,749 |
| TABERNACLES OF PRAISE | |||||||
| PO BOX 1155 | WESTVILLE | OK | 74965 | NONE | PC | GENERAL USE | $1,000 |
| WESTVILLE PUBLIC SCHOOLS | |||||||
| 500 CHINCAPIN ST | WESTVILLE | OK | 74965 | NONE | PC | UPGRADE SOFTWARE | $15,000 |
| WESTVILLE SCHOOLS | |||||||
| 500 CHINCAPIN ST | WESTVILLE | OK | 74965 | NONE | PC | GENERAL USE | $11,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $622,392 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,311 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $328,724 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $778,228 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,134,263 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,134,263 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,770 | Amt |
| Net Investment Income | $2,770 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL LYNCH ACCT | BondNm |
| EOY Book Value | $252,558 | EOYBookValueAmt |
| EOYFMV | $252,558 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH ACCT | StockNm |
| EOY Book Value | $1,279,520 | EOYBookValueAmt |
| EOYFMV | $15,783,858 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $10,240 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EMA ANNUAL FEE | $150 | $150 |
| MEMBERSHIP DUES | $725 | $725 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESERVE FOR TAX | Desc |
| BOY Book Value | -$10,545 | BOYBookValueAmt |
| EOY Book Value | -$4,644 | EOYBookValueAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAIR COUNTY HEALTH CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $400,000 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $64,400 | Amt |
| Net Investment Income | $64,400 | NetInvestmentIncomeAmt |
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