STONE FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- STONE FAMILY FOUNDATION (EIN 43-1773536)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201431349349102878
- Schema version
- 2013v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T16:55:51-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020657787 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M & L CPA'S CHARTERED | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 W LOCUST PO BOX 230 | AddressLine1 |
| City | EL DORADO | City |
| State | KS | State |
| ZIP Code | 67042 | 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 | 431773536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STONE FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STON | BusinessNameControlTxt |
| Phone | 9185831178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S BOSTON 19TH FLOOR | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74103 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL C STONE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9185831178 | PhoneNum |
| Signature | 2014-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANE POESCHEL | PreparerPersonNm |
| PTIN | P00136199 | PTIN |
| Phone | 3163211350 | PhoneNum |
| Preparation | 2014-05-13 | PreparationDt |
| 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 | $9,052,697 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,856 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,856 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $239,331 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $219,618 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,928 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $517,069 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,496 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $245,259 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $230,970 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,760 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,760 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,366 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,760 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $429,586 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $429,586 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $480,962 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,760 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $431,836 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$235,703 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $189,210 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $156,156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,341 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,341 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,040 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,320 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,320 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $8,826,503 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,822,951 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,469,563 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $364,329 | CorporateStockBOYAmt |
| Corporate Stock EOY | $355,413 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $377,591 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $143,714 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $32,408 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $145,221 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $118,827 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $127,878 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,642,963 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,407,260 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,052,697 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,642,963 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,407,260 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,642,963 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,407,260 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,642,963 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,407,260 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,642,963 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$235,703 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,407,260 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,407,260 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NEWTON CO MO 8% DUE 1/1/15 | D | 2009-05-08 | 2013-01-01 | $5,000 | $5,000 | $0 | $0 |
| GMAC LLC SENIOR UNSECURED NOTE | D | 2005-08-11 | 2013-01-15 | $83,615 | $83,615 | $0 | $0 |
| HESSTON KS HEALTH CARE FAC DUE 11/5/18 | D | 2007-12-06 | 2013-04-11 | $20,000 | $20,000 | $0 | $0 |
| SLM CORP SENIOR UNSECURED NOTE DUE 3/15/24 | D | 2006-04-24 | 2013-04-30 | $24,439 | $24,439 | $0 | $0 |
| I470 & 350 TRANSPORTATION DEV DIST | D | 2009-11-02 | 2013-06-01 | $5,000 | $4,517 | $483 | $483 |
| OH ST DEPT ADMIN SVCS RICKENBACKER | D | 2009-09-10 | 2013-12-15 | $5,000 | $5,000 | $0 | $0 |
| MARYLAND HEIGHTS MO TAX INCREMENT | D | 2009-09-23 | 2013-09-01 | $4,937 | $4,818 | $119 | $119 |
| OH ST DEPT ADMIN SVCS RICKENBACKER | D | 2009-09-10 | 2013-06-15 | $5,000 | $5,000 | $0 | $0 |
| BLACKROCK SMALL CAP GROWTH EQUITY | D | 2009-06-10 | 2013-12-16 | $7,302 | $5,476 | $1,826 | $1,826 |
| BLACKROCK US OPPORTUNITIES | D | 2009-06-10 | 2013-12-16 | $5,371 | $3,853 | $1,518 | $1,518 |
| PIMCO COMMODITY REALRETURN STRATEGY FUNDS | D | 2009-06-10 | 2013-12-16 | $2,484 | $3,379 | -$895 | -$895 |
| VANGUARD GNMA FUND ADM FD #536 | D | 2013-12-17 | $310,000 | $328,375 | -$18,375 | -$18,375 | |
| BLACKROCK SMALL CAP GROWTH EQUITY | D | 2009-06-10 | 2013-12-30 | $83 | $60 | $23 | $23 |
| BLACKROCK US OPPORTUNITIES | D | 2009-06-10 | 2013-12-30 | $42 | $29 | $13 | $13 |
| COMMERCE BANCSHARES INC | D | 1954-04-03 | 2013-12-26 | $25 | $25 | $25 | |
| PIMCO COMMODITY REALRETURN STRATEGY FUNDS | D | 2009-06-10 | 2013-12-30 | $9 | $12 | -$3 | -$3 |
| HSBC BANK USA CD | D | 2010-12-21 | 2013-11-26 | $20,000 | $20,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $18,762 | $18,762 | $18,762 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,496 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $491,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,763,413 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050367 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $372,525 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,681,425 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038478 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $306,944 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,837,914 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.079977 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $150,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,189,922 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047180 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $155,592 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,352,373 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046412 | DistributionYr5Rt |
| Total Distribution | 0.262414 | TotalDistributionRt |
| Average Distribution | 0.052483 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,324,059 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $489,355 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,892 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $491,247 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $431,836 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,784 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,784 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,784 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,920 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,920 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,136 | OverpaymentAmt |
| Applied To ES Tax | $3,136 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SAMUEL C STONE | IndividualWithBooksNm |
| Phone | 9185831178 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S BOSTON 19TH FLOOR | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| SUE STONE HUNTER | ||||||||
| 5925 STATE LINE | KANSAS CITY | MO | 64113 | VICE-PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| SAMUEL C STONE | ||||||||
| 2204 SOUTH ST LOUIS | TULSA | OK | 74114 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| SARA STONE LAUGHREN | ||||||||
| 620 WEST 42ND ST APT 58D | NEW YORK | NY | 10036 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRITTON HUNTER | ||||||||
| 5815 STATE LINE | KANSAS CITY | MO | 64113 | TRUSTEE | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,404,532 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,518 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,466,050 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,466,050 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,991 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,324,059 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $466,203 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $466,203 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,784 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,784 | TotalTaxAmt |
| Distributable Before Adj | $462,419 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $462,419 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $462,419 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $431,836 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $431,836 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $431,836 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $462,419 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $11,310 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $10,899 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,209 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $431,836 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $431,836 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $22,209 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $22,209 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,374 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SAMUEL C STONE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S BOSTON 19TH FLOOR | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9185831178 | RecipientPhoneNum |
| Form And Info And Materials | SPECIFIC FORM NOT REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS AND REQUESTS ARE ACCEPTED AT ANYTIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTS & HUMANITIES COUNCIL OF TULSA | |||||||
| 101 E ARCHER ST | TULSA | OK | 74103 | N/A | PUBLIC | OPERATIONS | $5,000 |
| BIG HOLE WATERSHED COMMITTEE | |||||||
| PO BOX 21 | DIVIDE | MT | 59727 | N/A | PUBLIC | OPERATIONS | $15,000 |
| BOTANICA THE WICHITA GARDENS | |||||||
| 701 N AMIDON | WICHITA | KS | 67203 | N/A | PUBLIC | OPERATIONS | $7,500 |
| BUTLER COUNTY HISTORICAL SOCIETY | |||||||
| 383 E CENTRAL | EL DORADO | KS | 67042 | N/A | PUBLIC | OPERATIONS | $25,000 |
| COUTTS MEMORIAL MUSEUM OF ART INC | |||||||
| 110 N MAIN ST | EL DORADO | KS | 67042 | N/A | PUBLIC | OPERATIONS | $15,000 |
| EARLY CHILDHOOD DEVELOPMENT CENTER | |||||||
| 1900 SECOND AVE 9TH FLOOR | NEW YORK | NY | 10029 | N/A | PUBLIC | OPERATIONS | $7,500 |
| EPISCOPAL COMMUNITY SERVICES | |||||||
| 11 EAST 40TH ST | KANSAS CITY | MO | 64114 | N/A | PUBLIC | OPERATIONS | $3,000 |
| GOVERNOR'S ANNUAL ONE SHOT TURKEY HUNT | |||||||
| 200 S MAIN STE 2 | EL DORADO | KS | 67042 | N/A | PUBLIC | OPERATIONS | $5,000 |
| GRACE AND HOLY TRINTY CATHEDRAL | |||||||
| PO BOX 412048 | KANSAS CITY | MO | 64141 | N/A | PUBLIC | OPERATIONS | $2,500 |
| KANSAS HISTORICAL FOUNDATION | |||||||
| 6425 SW 6TH AVE | TOPEKA | KS | 666151099 | N/A | PUBLIC | OPERATIONS | $5,000 |
| KCPT PUBLIC TELEVISON 19 | |||||||
| 125 EAST THIRTY-FIRST ST | KANSAS CITY | MO | 64108 | N/A | PUBLIC | OPERATIONS | $10,000 |
| LIBERTY MEMORIAL FOUNDATION | |||||||
| 100 WEST 26TH ST | KANSAS CITY | MO | 64108 | N/A | PUBLIC | OPERATIONS | $15,000 |
| MUSIC THEATRE OF WICHITA | |||||||
| 225 W DOUGLAS STE 202 | WICHITA | KS | 67202 | N/A | PUBLIC | OPERATIONS | $5,000 |
| OKLAHOMA SCHOOL OF SCIENCE & MATH FOUNDATION | |||||||
| 1141 NORTH LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | N/A | PUBLIC | OPERATIONS | $5,000 |
| OPERATION BREAKTHROUGH | |||||||
| 3039 TROOST | KANSAS CITY | MO | 64109 | N/A | PUBLIC | OPERATIONS | $3,000 |
| RANCHLAND TRUST OF KANSAS | |||||||
| 6031 SW 37TH ST | TOPEKA | KS | 66614 | N/A | PUBLIC | OPERATIONS | $20,000 |
| ROSE BROOKS CENTER | |||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | N/A | PUBLIC | OPERATIONS | $6,000 |
| RUSSELL CHILD DEVELOPMENT CENTER | |||||||
| 714 BALLINGER | GARDEN CITY | KS | 67846 | N/A | PUBLIC | OPERATIONS | $6,000 |
| SOONER ROWING ASSOCIATION | |||||||
| 715 W 21ST ST | TULSA | OK | 74107 | N/A | PUBLIC | OPERATIONS | $10,000 |
| ST LUKE'S FOUNDATION | |||||||
| 4225 BALTIMORE AVE | KANSAS CITY | MO | 64111 | N/A | PUBLIC | OPERATIONS | $25,000 |
| THE EPISCOPAL DIOCESE OF KANSAS | |||||||
| 835 SW POLK ST | TOPEKA | KS | 666121688 | N/A | PUBLIC | OPERATIONS | $2,500 |
| THE NATURE CONSERVANCY - KANSAS CHAPTER | |||||||
| 700 SW JACKSON ST | TOPEKA | KS | 66603 | N/A | PUBLIC | OPERATIONS | $25,000 |
| THE NATURE CONSERVANCY - OKLAHOMA CHAPTER | |||||||
| 2727 E 21ST STE 102 | TULSA | OK | 74114 | N/A | PUBLIC | OPERATIONS | $40,000 |
| THE WICHITA CENTER FOR THE ARTS | |||||||
| 9112 E CENTRAL | WICHITA | KS | 67206 | N/A | PUBLIC | OPERATIONS | $12,500 |
| TRINITY EPISCOPAL CHURCH | |||||||
| PO BOX 507 | EL DORADO | KS | 67042 | N/A | PUBLIC | OPERATIONS | $15,500 |
| UNIVERSITY OF TULSA WOMENS ROWING | |||||||
| 800 SOUTH TUCKER DR | TULSA | OK | 74104 | N/A | PUBLIC | OPERATIONS | $26,086 |
| WICHITA ART MUSEUM | |||||||
| 1400 WEST MUSEUM BLVD | WICHITA | KS | 67203 | N/A | PUBLIC | OPERATIONS | $10,000 |
| WICHITA STATE UNIVERSITY FOUNDATION | |||||||
| 1845 FAIRMONT CAMPUS BOX 2 | WICHITA | KS | 67208 | N/A | PUBLIC | OPERATIONS | $3,500 |
| WICHITA SYMPHONY | |||||||
| 225 W DOUGLAS STE 207 | WICHITA | KS | 67202 | N/A | PUBLIC | OPERATIONS | $10,000 |
| TULSA BOTANIC GARDEN | |||||||
| PO BOX 707 | TULSA | OK | 74101 | N/A | PUBLIC | OPERATIONS | $5,000 |
| ELMWOOD CEMETERY SOCIETY | |||||||
| 4900 TRUMAN ROAD | KANSAS CITY | MO | 64127 | N/A | PUBLIC | OPERATIONS | $10,500 |
| GILLIS FOR CHILDREN & FAMILIES | |||||||
| 8150 WORNALL ROAD | KANSAS CITY | MO | 641145806 | N/A | PUBLIC | OPERATIONS | $3,000 |
| SHEFFIELD PLACE | |||||||
| 6604 E 12TH STREET | KANSAS CITY | MO | 641262208 | N/A | PUBLIC | OPERATIONS | $3,000 |
| WORLD WAR II HISTORY CENTER FOUNDATION | |||||||
| 119 W CENTRAL AVE | EL DORADO | KS | 67042 | N/A | PUBLIC | OPERATIONS | $5,000 |
| LEADERSHIP BUTLER INC | |||||||
| PO BOX 1066 | EL DORADO | KS | 67042 | N/A | PUBLIC | OPERATIONS | $5,000 |
| WILLIS SCHOLARSHIP FOUNDATION | |||||||
| 200 S MAIN STE 2 | EL DORADO | KS | 67042 | N/A | PUBLIC | OPERATIONS | $2,500 |
| SOUTHWESTERN ART ASSOCIATION | |||||||
| 100 CAMPUS DR | WEATHERFORD | OK | 730963098 | N/A | PUBLIC | OPERATIONS | $10,000 |
| AGRICULTURAL FUTURE OF AMERICA | |||||||
| PO BOX 414838 | KANSAS CITY | MO | 64141 | N/A | PUBLIC | OPERATIONS | $15,000 |
| ST ANDREW'S EPISCOPAL CHURCH | |||||||
| 11 EAST 40TH ST | KANSAS CITY | MO | 64114 | N/A | PUBLIC | OPERATIONS | $2,000 |
| FRIENDS OF KC ANIMALS | |||||||
| 4741 CENTRAL ST BOX 348 | KANSAS CITY | MO | 64112 | N/A | PUBLIC | OPERATIONS | $9,500 |
| JUNIOR LEAGUE OF CITY OF NEW YORK | |||||||
| 130 E 80TH STREET | NEW YORK | NY | 10075 | N/A | PUBLIC | OPERATIONS | $3,500 |
| FRIENDS OF SL'S INC | |||||||
| 45 EAST 9TH ST APT 7 | NEW YORK | NY | 10003 | N/A | PUBLIC | OPERATIONS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $429,586 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,856 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $219,618 | ExclusionAmt |
| Related Or Exempt Function Incm | $19,713 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,928 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $225,546 | ExclusionAmt |
| Related Or Exempt Function Incm | $19,713 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $245,259 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4E | LineNumberTxt |
| Relationship Statement | INTEREST ON STATE AND LOCAL BONDS EXCLUDED FROM TAX BY SECTION 103 | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | M & L CPA'S, CHARTERED | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GMAC LLC | $0 | $0 |
| EASTMAN KODAK COMPANY SENIOR NOTE | $32,408 | $4 |
| SLM CORP SENIOR UNSECURED NOTE | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMERCE BANCSHARES INC | $86,697 | $120,269 |
| FORESTAR REAL ESTATE GROUP | $129,153 | $77,976 |
| GENERAL ELECTRIC CO | $21,444 | $33,636 |
| CIT GROUP INC | $8,195 | $9,592 |
| THORNBURG MORTGAGE INC | $9 | $5 |
| FORD MOTOR COMPANY | $33,840 | $30,860 |
| ARTISAN MID CAP VALUE FUND - INV | $16,460 | $23,869 |
| BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INST | $0 | $0 |
| BLACKROCK US OPPORTUNITES PORTFOLIO I | $0 | $0 |
| COMMERCE MIDCAP GROWTH FUND INST | $5,776 | $7,085 |
| JANUS FORTY FUND I | $20,939 | $27,069 |
| LEGG MASON CLEARBRIDGE SMALL CAP GROWTH FUND CLASS I | $7,166 | $14,264 |
| MORGAN STANLEY INST FUND TRUST MID CAP GROWTH PORTFOLIO | $4,900 | $7,743 |
| TARGET SMALL CAPITALIZATION VALUE PORTFOLIO | $4,337 | $6,259 |
| ISHARES MSCI ALL COUNTRY ASIA EX-JAPAN INDEX FUND | $3,292 | $3,619 |
| JPMORGAN INTERNATIONAL VALUE FUND INS | $4,839 | $6,295 |
| LAZARD EMERGING MARKETS PORTFOLIO-IN | $6,387 | $6,480 |
| AMERICAN HOME MORTGAGE INVEST PREFERRED STOCK | $1 | $1 |
| EASTMAN KODAK COMPANY | $1,978 | $2,569 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,444,254 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,093,248 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $378,697 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $376,315 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HSBC BANK USA CD | AT COST | $0 | $0 |
| HARRIS NA CD | AT COST | $62,120 | $60,934 |
| JP MORGAN CHASE BANK CD | AT COST | $56,705 | $65,990 |
| PIMCO COMMODITY REALRETURN STRATEGY FUND INS | AT COST | $0 | $0 |
| EASTMAN KODAK COMPANY WARRANT | AT COST | $1 | $493 |
| EASTMAN KODAK COMPANY WARRANT | AT COST | $1 | $461 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORGANIZATION COSTS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| THE COMMERCE TRUST COMPANY | $41,610 | $41,610 | $0 |
| THE COMMERCE TRUST COMPANY | $150 | $150 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $46 | $0 | $0 |
| 2012 EXCISE TAX | $7,320 | $0 | $0 |