SAM VIERSEN FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SAM VIERSEN FAMILY FOUNDATION INC (EIN 73-1295358)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201303179349100795
- Schema version
- 2012v2.1
- 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 Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T16:13:35-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2431 E 61ST STREET STE 500 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 741361208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731295358 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAM VIERSEN FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % LISA H RHYNES | InCareOfName |
| Name Control | SAMV | NameControl |
| Phone | 9187421979 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 702708 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74170 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LISA H RHYNES | Name |
| Title | FOUNDATION MANAGER | Title |
| Phone | 9187421979 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT SOZA | Name |
| Phone | 9188770800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 21090064 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 145388 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 145694 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 435599 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 421807 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 763947 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 18636214 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 739446 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1344934 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1306947 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 60000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 18000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 42000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 9123 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 2737 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 6386 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 13733 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 6867 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 6867 | AccountingFeesDsbrsChrtblPrps |
| Interest Net Invst Incm | 878 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 30574 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1467 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 3213 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 2202 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 2202 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 184089 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 172222 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 15124 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 299721 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 202171 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 75792 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1054564 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1054564 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1354285 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 202171 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1130356 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -9351 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1104776 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 728834 | CashBOY |
| Cash EOY | 936934 | CashEOY |
| Cash EOYFMV | 936934 | CashEOYFMV |
| Investments Govt Oblig BOY | 2961000 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 2638000 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 2676639 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 15260591 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 13938702 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 14317956 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1377000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2650000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2900602 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 170830 | InvestmentsOtherBOY |
| Investments Other EOY | 140450 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 131562 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 7000 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 7000 | AccumDeprecLandBldgAndEquip |
| Other Assets BOY | 72683 | OtherAssetsBOY |
| Other Assets EOY | 126371 | OtherAssetsEOY |
| Other Assets EOYFMV | 126371 | OtherAssetsEOYFMV |
| Total Assets BOY | 20570938 | TotalAssetsBOY |
| Total Assets EOY | 20430457 | TotalAssetsEOY |
| Total Assets EOYFMV | 21090064 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 3010 | AccountsPayableBOY |
| Accounts Payable EOY | 176 | AccountsPayableEOY |
| Total Liabilities BOY | 3010 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 176 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Paid In Or Capital Surplus BOY | 11000 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 11000 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 20556928 | RetainedEarningsBOY |
| Retained Earnings EOY | 20419281 | RetainedEarningsEOY |
| Total Net Assets BOY | 20567928 | TotalNetAssetsBOY |
| Total Net Assets EOY | 20430281 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 20570938 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 20430457 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 20567928 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -9351 | ExcessOfRevenueOverExpenses |
| Subtotal | 20558577 | Subtotal |
| Other Decreases | 128296 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 20430281 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|
| LONG-TERM CAPITAL GAIN FROM COMMUNICATIONS K-1 | 22592 | 22592 | 22592 | |
| SHORT-TERM CAPITAL LOSS FROM COMMUNICATIONS K-1 | -787 | -787 | 787 | |
| SECTION 1231 GAIN FROM COMMUNICATIONS K-1 | -13 | -13 | 13 | |
| LONG-TERM CAPITAL LOSS FROM ACL K-1 | -27776 | -27776 | 27776 | |
| SHORT-TERM CAPITAL LOSS FROM ACL K-1 | -18517 | -18517 | 18517 | |
| PUBLICALLY TRADED SECURITIES | 18613611 | 763936 | 763936 | 17849675 |
| CAPITAL GAIN DISTRIBUTION | 11 | 11 | 11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 739446 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1145842 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 22166518 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051692 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1136385 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 21345370 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.053238 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 882961 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 19482153 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045322 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1200470 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 24033997 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049949 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1293293 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 28334083 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045644 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.245845 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049169 | AverageDistributionRatio |
| Net Noncharitable Assets | 21828156 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1073269 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 11048 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1084317 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1130356 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 11048 | InvestmentIncomeExciseTax |
| Subtotal | 11048 | Subtotal |
| Tax Based On Investment Income | 11048 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 11384 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 11384 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 336 | Overpayment |
| Amount Credited To Next Year | 336 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OK | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA H RHYNES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9187421979 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 702708 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74170 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MARALYNN V SANT | ||||||||
| 7130 SOUTH LEWIS SUITE 200 | TULSA | OK | 74170 | DIRECTOR/PRESIDENT | 0 | 0 | ||
| LEO M SANT | ||||||||
| 7130 SOUTH LEWIS SUITE 200 | TULSA | OK | 74170 | DIRECTOR | 0 | 0 | ||
| BRIAN C JOHNSON | ||||||||
| 7130 S LEWIS SUITE 200 | TULSA | OK | 74170 | DIRECTOR | 0 | 0 | ||
| JILL JOHNSON | ||||||||
| 7130 S LEWIS SUITE 200 | TULSA | OK | 74170 | DIRECTOR | 0 | 0 | ||
| JULIE SCHENK | ||||||||
| 7130 S LEWIS SUITE 200 | TULSA | OK | 74170 | DIRECTOR | 0 | 0 | ||
| ROBERT ENGLISH | ||||||||
| 7130 S LEWIS SUITE 200 | TULSA | OK | 74170 | DIRECTOR | 0 | 0 | ||
| JENNIFER MILLER | ||||||||
| 7130 S LEWIS SUITE 200 | TULSA | OK | 74170 | DIRECTOR | 0 | 0 | ||
| MARGARET ROBINSON | ||||||||
| 7130 S LEWIS SUITE 200 | TULSA | OK | 74170 | DIRECTOR | 0 | 0 | ||
| LISA RHYNES | ||||||||
| 7130 S LEWIS | TULSA | OK | 74170 | MANAGER | 30.0 | 60000 | 0 | 462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 20234181 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1055214 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 871169 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 22160564 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 22160564 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 332408 | CashDeemedCharitable |
| Net Noncharitable Assets | 21828156 | NetNoncharitableAssets |
| Minimum Investment Return | 1091408 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1091408 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 11048 | TaxBasedOnInvestmentIncome |
| Total Tax | 11048 | TotalTax |
| Distributable Amount Before Adj | 1080360 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1080360 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1080360 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1130356 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 1130356 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 11048 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1119308 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1080360 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 34599 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 34599 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1130356 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 1080360 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 49996 | RemainingDistriFromCorpus |
| Total Corpus | 84595 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 84595 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 34599 | ExcessFromYear1 |
| Excess From Current Year | 49996 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | LISA H RHYNES | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 702708 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74170 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9187421979 | RecipientPhoneNumber |
| Form And Info And Materials | NONE SPECIFIED | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE, EXCEPT MUST QUALIFY 501(C)(3) ORGANIZATION | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONTRIBUTIONS GIFTS ETC | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED STATEMENT | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74170 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant Or Contribution | SEE ATTACHED STATEMENT | PurposeOfGrantOrContribution |
| Amount | $1,054,564 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1054564 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $145,694 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $421,807 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $739,446 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,306,947 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1306947 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $13,733 | Amount |
| Net Investment Income | 6867 | NetInvestmentIncome |
| Disbursements Charitable Prps | 6867 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | FURNITURE | DescriptionOfProperty |
| Date Acquired | 2004-06-01 | DateAcquired |
| Cost Or Other Basis | 7000 | CostOrOtherBasis |
| Prior Years Depreciation | 7000 | PriorYearsDepreciation |
| Computation Method | SL | ComputationMethod |
| Life | 7 | Life |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PS - SB COMMUNICATION FUND | CategoryOrItem |
| Book Value | 140450 | BookValue |
| EOYFMV | 131562 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE | CategoryOrItem |
| Cost Or Other Basis | 7000 | CostOrOtherBasis |
| Accumulated Depreciation | 7000 | AccumulatedDepreciation |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $9,123 | Amount |
| Net Investment Income | 2737 | NetInvestmentIncome |
| Disbursements Charitable Prps | 6386 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (3 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| BOND DISCOUNTS | 20488 | 47532 | 47532 |
| BOND PREMIUMS | 52195 | 67455 | 67455 |
| PREPAID EXPENSES | 0 | 11384 | 11384 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $128,296 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INSURANCE | 584 | 175 | 409 |
| PHONE | 1314 | 394 | 919 |
| OFFICE SUPPLIES/POSTAGE | 562 | 169 | 394 |
| DUES & SUBSCRIPTIONS | 1000 | 1000 | |
| VEHICLE EXPENSE | 1553 | 466 | 1087 |
| BROKERAGE FEES & COMMISSIONS | 163171 | 163171 | |
| MISC. CONTRACT SERVICES | 605 | 605 | |
| MEALS AND ENTERTAINMENT | 69 | 21 | 48 |
| MISC. GENERAL EXPENSES | 15231 | 4569 | 10662 |
| K-1 PORTFOLIO DEDUCTIONS | 3257 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAYROLL TAXES PAYABLE | Description |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $4,590 | 1377 | 3213 |
| FOREIGN TAXES | 90 | ||
| FEDERAL INCOME TAXES | $25,984 |
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