ATKINSON FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ATKINSON FAMILY FOUNDATION INC (EIN 73-1576901)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201423219349101302
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T07:58:00-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY D MCDOULETT CPA PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2526 E 71ST SUITE G | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74136 | 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 | 731576901 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATKINSON FAMILY FOUNDATION INC | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74103 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS M ATKINSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9185822501 | PhoneNum |
| Signature | 2014-05-14 | 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 | 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 | $1,289,280 | 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 | $238,945 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,526 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,526 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $19,526 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,243 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $107,553 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,243 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,053 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,134 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,134 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,134 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $268,848 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,903 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $22,713 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $650 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,854 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,854 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $3,854 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,854 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $525 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,029 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,504 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,504 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,504 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,529 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,504 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,504 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,004 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $226,319 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,399 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,209 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,068 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $139,374 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $139,374 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $271,981 | CorporateStockBOYAmt |
| Corporate Stock EOY | $285,215 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,149,906 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $314,049 | TotalAssetsBOYAmt |
| Total Assets EOY | $424,589 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,289,280 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $314,049 | CapitalStockBOYAmt |
| Capital Stock EOY | $424,589 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $314,049 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $424,589 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $314,049 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $424,589 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $314,049 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $226,319 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,635 | OtherIncreasesAmt |
| Subtotal | $552,003 | SubtotalAmt |
| Other Decreases | $127,414 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $424,589 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KINDER MORGAN ENERGY PARTNERS MLP - .30 SHARES | P | 2009-06-08 | 2013-05-02 | $26 | $0 | $11 | $15 | $0 | $0 | $0 | $15 |
| OCCIDENTAL PETROLEUM CORP - 250 SHARES | P | 2010-02-10 | 2013-04-09 | $20,271 | $0 | $19,660 | $611 | $0 | $0 | $0 | $611 |
| WHITING PETROLEUM CORP - 500 SHARES | P | 2009-01-29 | 2013-09-20 | $26,622 | $0 | $7,231 | $19,391 | $0 | $0 | $0 | $19,391 |
| WHITING PETROLEUM CORP - 100 SHARES | P | 2010-02-10 | 2013-09-20 | $5,325 | $0 | $3,374 | $1,951 | $0 | $0 | $0 | $1,951 |
| WHITING PETROLEUM CORP - 1000 SHARES | P | 2011-04-28 | 2013-09-20 | $53,244 | $0 | $68,022 | -$14,778 | $0 | $0 | $0 | -$14,778 |
| CALL OCCIDENTAL PETROLEUM - 1 SHARE | P | 2013-03-15 | 2013-02-04 | $230 | $0 | $1 | $229 | $0 | $0 | $0 | $229 |
| CALL OCCIDENTAL PETROLEUM - 1 SHARE | P | 2013-03-15 | 2013-02-04 | $230 | $0 | $1 | $229 | $0 | $0 | $0 | $229 |
| CALL OCCIDENTAL PETROLEUM - 1 SHARE | P | 2013-04-09 | 2013-03-15 | $41 | $0 | $5 | $36 | $0 | $0 | $0 | $36 |
| CALL OCCIDENTAL PETROLEUM - 1 SHARE | P | 2013-04-09 | 2013-03-15 | $41 | $0 | $5 | $36 | $0 | $0 | $0 | $36 |
| CALL ALLIANCE HOLDINGS GP LP - 10 SHARES | P | 2013-10-21 | 2013-07-09 | $1,523 | $0 | $0 | $1,523 | $0 | $0 | $0 | $1,523 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,243 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,053 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $29,804 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $840,128 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035476 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $33,202 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $786,881 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042194 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $52,684 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $501,867 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.104976 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,217 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $361,047 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.075384 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,536 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $476,116 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095641 | DistributionYr5Rt |
| Total Distribution | 0.353671 | TotalDistributionRt |
| Average Distribution | 0.070734 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,026,451 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $72,605 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $254 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $72,859 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,004 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $508 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $508 | SubtotalAmt |
| Tax Based On Investment Income | $508 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $511 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$511 | OriginalReturnOverpaymentAmt |
| Overpayment | $3 | OverpaymentAmt |
| Applied To ES Tax | $3 | 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 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74103 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $1,040,943 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,139 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,042,082 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,042,082 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,631 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,026,451 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,323 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,323 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $508 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $508 | TotalTaxAmt |
| Distributable Before Adj | $50,815 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $50,815 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $50,815 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,004 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $42,004 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $42,004 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,815 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $14,858 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $14,858 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,004 | QualifyingDistributionsAmt |
| Applied To Current Year | $42,004 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $8,811 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,811 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,047 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,047 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6,047 | ExcessFromYear3Amt |
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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UP WITH TREES | ||||||
| 1102 SOUTH BOSTON AVE | TULSA | OK | 74119 | EXEMPT | NONE SPECIFIED | $2,500 |
| COMMUNITY FOOD BANK OF EASTERN OKLAHOMA | ||||||
| 1304 N KENOSHA AVE | TULSA | OK | 74106 | EXEMPT | NONE SPECIFIED | $15,000 |
| GLOBAL GARDENS | ||||||
| PO BOX 52034 | TULSA | OK | 74152 | EXEMPT | NONE SPECIFIED | $2,500 |
| THE GILCREASE MUSEUM | ||||||
| 1400 NORTH GILCREASE MUSEUM ROAD | TULSA | OK | 74127 | EXEMPT | NONE SPECIFIED | $5,000 |
| TULSA AREA UNITED WAY | ||||||
| 1430 SOUTH BOULDER | TULSA | OK | 74101 | EXEMPT | NONE SPECIFIED | $10,000 |
| TULSA GIRLS ART SCHOOL | ||||||
| 2200 EAST ADMIRAL BLVD | TULSA | OK | 74110 | EXEMPT | NONE SPECIFIED | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,526 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,243 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,769 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,769 | 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/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JOAN B ATKINSON | ||||||
| 1 | 401 S BOSTON AVE SUITE 715 | TULSA | OK | 74103 | $92,108 | Yes (X) |
| THOMAS M ATKINSON | ||||||
| 2 | 401 S BOSTON AVE SUITE 715 | TULSA | OK | 74103 | $146,837 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 316 SHARES OF MAGELLAN MIDSTREAM PARTNERS LP | $18,755 | 2013-10-29 |
| 1 | 1050 SHARES OF SUNOCO LOGISTICS PARTNERS LP | $73,353 | 2013-10-29 |
| 2 | 1900 SHARES OF WHITING PETROLEUM CORP | $115,387 | 2013-12-23 |
| 2 | 500 SHARES OF MAGELLAN MIDSTREAM PARTNERS LP | $31,450 | 2013-12-23 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS FINANCIAL SERVICES - EQUITIES | StockNm |
| EOY Book Value | $285,215 | EOYBookValueAmt |
| EOYFMV | $1,149,906 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TO ADJUST COST BASIS OF ASSETS TO ACTUAL | Description |
| Amount | $127,414 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,134 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,134 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,134 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONTAXABLE MASTER LIMITED PARTNERSHIP DISTRIBUTIONS RECEIVED | Description |
| Amount | $11,635 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS FINANCIAL INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $3,854 | Amt |
| Net Investment Income | $3,854 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,854 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,854 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $525 | Amt |