EVANS FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
EVANS FAMILY FOUNDATION (EIN 73-1608224)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-24
IRS object ID
201301489349100400
Schema version
2012v2.0
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-24T12:50:31-07:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BASKIN HADLEY & STEVENS PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1221 N 2ND STAddressLine1
CityPONCA CITYCity
StateOKState
ZIP Code746014348ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN731608224EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1LLOYD I JERRY AND PATRICIA PERDUEBusinessNameLine1
Business Name Line2EVANS FAMILY FOUNDATIONBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlLLOYNameControl
Phone5807656693Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 30AddressLine1
CityPONCA CITYCity
StateOKState
ZIP Code74602ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLINDA BROWNName
TitleDirectorTitle
Date Signed2013-05-24DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameTERRI HADLEYName
PTINP01207952PTIN
Phone5807628345Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1000856FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss28329InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm28329InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm28329InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss8360DividendsRevAndExpnss
Dividends Net Invst Incm8360DividendsNetInvstIncm
Dividends Adj Net Incm8360DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss-23132NetGainSaleAssetsRevAndExpnss
Gross Sales Price333655GrossSalesPrice
Other Income Rev And Expnss-157OtherIncomeRevAndExpnss
Total Revenue And Expenses13400TotalRevenueAndExpenses
Total Net Investment Income36689TotalNetInvestmentIncome
Total Adjusted Net Income36689TotalAdjustedNetIncome
Accounting Fees Rev And Expnss907AccountingFeesRevAndExpnss
Other Expenses Rev And Expnss223OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm214OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss1130TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm214TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss52850ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps52850ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss53980TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm214TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps52850TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-40580ExcessOfRevenueOverExpenses
Net Investment Income36475NetInvestmentIncome
Adjusted Net Income36689AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY516037SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY523986SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV523986SavingsAndTempCashInvstEOYFMV
Investments Other BOY525759InvestmentsOtherBOY
Investments Other EOY476870InvestmentsOtherEOY
Investments Other EOYFMV476870InvestmentsOtherEOYFMV
Total Assets BOY1041796TotalAssetsBOY
Total Assets EOY1000856TotalAssetsEOY
Total Assets EOYFMV1000856TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY1041796RetainedEarningsBOY
Retained Earnings EOY1000856RetainedEarningsEOY
Total Net Assets BOY1041796TotalNetAssetsBOY
Total Net Assets EOY1000856TotalNetAssetsEOY
Total Liabilities Net Assets BOY1041796TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1000856TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1041796TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-40580ExcessOfRevenueOverExpenses
Subtotal1001216Subtotal
Other Decreases360OtherDecreases
Total Net Assets Fund Balances EOY1000856TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
UBS FINANCIAL PRINCIPAL DISTRIBUTIONSP2001-01-012012-12-314670746707
MORGAN STANLEY STEP-UPP2010-10-192012-11-303000030493-493-493
FUNDAMENTAL INVESTORS FUNDP2006-11-162012-03-305540858619-3211-3211
CAPITAL WORLD GROWTH & INCOMEP2006-11-162012-03-305168162075-10394-10394
CAPITAL INCOME BUILDER FUNDP2006-11-162012-03-305261762038-9421-9421
AMCAP FUND CLASS AP2006-11-162012-03-305762157054567567
COCA COLA CO.P2012-05-212012-11-191096211377-415-415
COCA COLA CO.P2012-04-122012-11-192375023771-21-21
FUNDAMENTAL INVESTORS FUNDP2001-01-012012-03-309688789090
CAPITAL WORLD GROWTH & INCOMEP2001-01-012012-03-30146113946767
CAPITAL INCOME BUILDER FUNDP2001-01-012012-03-30226321867777
AMCAP FUND CLASS AP2001-01-012012-03-302171952222
FieldValueIRS element (for citing)
Capital Gain Net Income-23132CapitalGainNetIncome
Net Short Term Capital Gain Or Loss-436NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year140211QualifyingDistributionsYear1
Noncharitable Assets Year11038724NoncharitableAssetsYear1
Distribution Ratio Year10.03871DistributionRatioYear1
Qualifying Distributions Year27985QualifyingDistributionsYear2
Noncharitable Assets Year21029059NoncharitableAssetsYear2
Distribution Ratio Year20.00776DistributionRatioYear2
Qualifying Distributions Year351798QualifyingDistributionsYear3
Noncharitable Assets Year31027816NoncharitableAssetsYear3
Distribution Ratio Year30.05040DistributionRatioYear3
Qualifying Distributions Year450075QualifyingDistributionsYear4
Noncharitable Assets Year41045954NoncharitableAssetsYear4
Distribution Ratio Year40.04788DistributionRatioYear4
Qualifying Distributions Year530245QualifyingDistributionsYear5
Noncharitable Assets Year51036386NoncharitableAssetsYear5
Distribution Ratio Year50.02918DistributionRatioYear5
Total Distribution Ratio0.17393TotalDistributionRatio
Average Distribution Ratio0.03479AverageDistributionRatio
Net Noncharitable Assets1010399NetNoncharitableAssets
Adjusted Noncharitable Assets35147AdjustedNoncharitableAssets
One Percent Net Investment Income365OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One35512AdjNonchrtblAssetsAndOnePct
Qualifying Distributions52850QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax365InvestmentIncomeExciseTax
Subtotal365Subtotal
Tax Based On Investment Income365TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment311EstTaxPaymentsAndOverpayment
Tax Paid With Extension600TaxPaidWithExtension
Total Credits And Payments911TotalCreditsAndPayments
Overpayment546Overpayment
Amount Credited To Next Year546AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithOKStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1LINDA BROWNBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number5807656693BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 30AddressLine1
CityPONCA CITYCity
StateOKState
ZIP Code746020030ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
LEN CASON
1600 BANK OF OKLAHOMA PLAZAOKLAHOMA CITYOK73102Director0.000
LEE EVANS
P O BOX 30PONCA CITYOK74602Director0.000
BRUCE EVANS
P O BOX 30PONCA CITYOK74602Director0.000
LINDA BROWN
P O BOX 30PONCA CITYOK74602Director0.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities501314AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances524472AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1025786TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets1025786AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable15387CashDeemedCharitable
Net Noncharitable Assets1010399NetNoncharitableAssets
Minimum Investment Return50520MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return50520MinimumInvestmentReturn
Tax Based On Investment Income365TaxBasedOnInvestmentIncome
Total Tax365TotalTax
Distributable Amount Before Adj50155DistributableAmountBeforeAdj
Distributable Amount Before Ded50155DistributableAmountBeforeDed
Distributable Amount As Adjusted50155DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions52850ExpensesAndContributions
Qualifying Distributions52850QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm365OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions52485AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted50155DistributableAmountAsAdjusted
Undistributed Income Prior Year51647UndistributedIncomePriorYear
Qualifying Distributions52850QualifyingDistributions
Applied To Year151647AppliedToYear1
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1203AppliedToCurrentYear
Undistributed Income CY48952UndistributedIncomeCY

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
COURT APPOINTED SPECIAL ADVOCATE
2203 N ASH STREETPONCA CITYOK74601NONEPUBLICYOUTH SERVICES$600
MID AMERICA ARTS ALLIANCE
1616 BROADWAY AVEKANSAS CITYMO64108NONEPUBLICPRESERVATION OF THE ARTS$500
ANNIE OAKLEY SOCIETY
1700 NE 63RD STREETOKLAHOMA CITYOK73111NONEPUBLICHISTORICAL PRESERVATION$1,000
FRIENDS OF MARLAND'S GRAND HOME
PO BOX 827PONCA CITYOK74602NONEPUBLICHISTORICAL PRESERVATION$2,000
PONCA CITY HUMANE SOCIETY
900 W PROSPECT AVEPONCA CITYOK74601NONEPUBLICSUPPORT FOR ABUSED ANIMALS$4,000
THE SALVATION ARMY
5101 N PENNSYLVANIA AVEOKLAHOMA CITYOK74601NONEPUBLICSUPPORT TO THE NEEDY$5,000
STANDING BEAR PROGRAM
PO BOX 11PONCA CITYOK74602NONEPUBLICHISTORICAL$2,500
OPERATION PIONEER SPIRIT
420 EAST GRAND AVEPONCA CITYOK74601NONEPUBLICCARE BASKETS TO TROOPS$2,500
MARLAND ESTATE FOUNDATION
901 MONUMENT ROADPONCA CITYOK74604NONEPUBLICHISTORICAL$5,000
OKLAHOMA MEDICAL RESEARCH FOUNDATIO
825 NE 13TH STREETOKLAHOMA CITYOK73104NONEPUBLICMEDICAL RESEARCH$3,500
THE OKLAHOMA ACADEMY
120 E SHERIDAN SUITE 200OKLAHOMA CITYOK73104NONEPUBLICEDUCATION$250
EVANS CHILDREN'S ACADEMY
104 E GRANDPONCA CITYOK74601NONEPUBLICPROMOTE THE ARTS$8,000
MARLAND CHILDRENS HOME
1300 SUMMERS PLACEPONCA CITYOK74601NONEPUBLICYOUTH SHELTER$8,000
BUFFALO BILL HISTORICAL CENTER
720 SHERIDAN AVECODYWY82414NONEPUBLICHISTORICAL$2,500
BLINN PARK RENOVATION
102 E GRANDTONKAWAOK74653NONEPUBLICEDUCATIONAL$5,000
YOUNG LIFE OF PONCA CITY
311 N 9TH STREETPONCA CITYOK74601NONEPUBLICYOUTH MINISTRY$250
THOMAS GILCREASE MUSEUM
1400 N GILCREASE MUSEUM RDTULSAOK74127NONEPUBLICHISTORICAL$250
OKLAHOMA FOUNDATION FOR EXCELLENCE
120 N ROBINSON SUITE 1420-WOKLAHOMA CITYOK73102NONEPUBLICEDUCATION$2,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year52850TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$28,329ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$8,360ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income-23132RelatedOrExemptFunctionIncome

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionGENESIS ENERGY, LPDescription
Exclusion Code1ExclusionCode
Exclusion-$157ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$36,532ExclusionAmount
Related Or Exempt Function Income-23132RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA13400TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategory
Amount$907Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionNONDEDUCTIBLE EXPENSEDescription
Amount$360Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
INVESTMENT EXPENSE188188
FOREIGN TAX PAID2626
BANK SERVICE CHARGES9

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionGENESIS ENERGY, LPDescription
Revenue And Expenses Per Books-157RevenueAndExpensesPerBooks

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