TOM J & EDNA MAE CARSON FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: TOM J & EDNA MAE CARSON FOUNDATION (EIN 58-1880469)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-15
IRS object ID: 201331359349102028
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 Corp Bonds Schedule
Investments Corp Stock Schedule
Land Etc Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-15T15:07:36-05:00	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	BKD LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	5000 ROGERS AVE STE 700	AddressLine1
City	FORT SMITH	City
State	AR	State
ZIP Code	729032079	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	581880469	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	TOM J & EDNA MAE CARSON FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% KEN ROSSI	InCareOfName
Name Control	TOMJ	NameControl

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5000 ROGERS AVENUE SUITE 700	AddressLine1
Address Line2	Suite	AddressLine2
City	FORT SMITH	City
State	AR	State
ZIP Code	729032079	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	TOM CARSON	Name
Title	PRESIDENT	Title
Phone	4794521040	Phone
Date Signed	2013-05-13	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	4794521040	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	13349063	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	3907	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	3907	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	324350	DividendsRevAndExpnss
Dividends Net Invst Incm	324350	DividendsNetInvstIncm
Total Revenue And Expenses	328257	TotalRevenueAndExpenses
Total Net Investment Income	328257	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	1980	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1980	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	60600	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	60600	OtherProfFeesNetInvstIncm
Other Expenses Rev And Expnss	845	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	845	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	63425	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	63425	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	545419	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	545419	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	608844	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	63425	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	545419	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-280587	ExcessOfRevenueOverExpenses
Net Investment Income	264832	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	1481550	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	1191709	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	1282524	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	1347046	InvestmentsCorpStockBOY
Investments Corp Stock EOY	1343853	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	11818146	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	241737	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	248393	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	248393	InvestmentsCorpBondsEOYFMV
Total Assets BOY	3070333	TotalAssetsBOY
Total Assets EOY	2783955	TotalAssetsEOY
Total Assets EOYFMV	13349063	TotalAssetsEOYFMV
Other Liabilities BOY	-4755	OtherLiabilitiesBOY
Other Liabilities EOY	-10545	OtherLiabilitiesEOY
Total Liabilities BOY	-4755	TotalLiabilitiesBOY
Total Liabilities EOY	-10545	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	3785718	CapitalStockBOY
Capital Stock EOY	3785718	CapitalStockEOY
Retained Earnings BOY	-710630	RetainedEarningsBOY
Retained Earnings EOY	-991218	RetainedEarningsEOY
Total Net Assets BOY	3075088	TotalNetAssetsBOY
Total Net Assets EOY	2794500	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	3070333	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	2783955	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	3075088	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-280587	ExcessOfRevenueOverExpenses
Subtotal	2794501	Subtotal
Other Decreases	1	OtherDecreases
Total Net Assets Fund Balances EOY	2794500	TotalNetAssetsFundBalancesEOY

Field	Value	IRS element (for citing)
Capital Gains And Losses		CapitalGainsAndLosses

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	true	LiableFor4942Tax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	5297	InvestmentIncomeExciseTax
Subtotal	5297	Subtotal
Tax Based On Investment Income	5297	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	0	EstTaxPaymentsAndOverpayment
Total Credits And Payments	0	TotalCreditsAndPayments
Penalty For Underpayment	111	PenaltyForUnderpayment
Tax Due	5408	TaxDue

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
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	KEN ROSSI	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	4794521040	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	5000 ROGERS AVE SUITE 700	AddressLine1
City	Fort Smith	City
State	AR	State
ZIP Code	729032079	ZIPCode

Field	Value	IRS element (for citing)
Foreign 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	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
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
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
TOM J CARSON
PO BOX 71	Stillwell	OK	74960	TRUSTEE A	0.25	0
JAMES F CARSON
PO BOX 312	Stillwell	OK	74960	TRUSTEE	0.25	0
DREW T CARSON
PO BOX 71	Stillwell	OK	74960	TRUSTEE	0.25	0
RITA KAY FOWLKES
2704 NORTH EAST EASY	Claremore	OK	74011	TRUSTEE	0.25	0

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	NONE	Description1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	NONE	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	11092066	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	1537920	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	12629986	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	12629986	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	189450	CashDeemedCharitable
Net Noncharitable Assets	12440536	NetNoncharitableAssets
Minimum Investment Return	622027	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	622027	MinimumInvestmentReturn
Tax Based On Investment Income	5297	TaxBasedOnInvestmentIncome
Total Tax	5297	TotalTax
Distributable Amount Before Adj	616730	DistributableAmountBeforeAdj
Distributable Amount Before Ded	616730	DistributableAmountBeforeDed
Distributable Amount As Adjusted	616730	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	545419	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	545419	QualifyingDistributions
Adj Qualifying Distributions	545419	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	616730	DistributableAmountAsAdjusted
Undistributed Income Prior Year	523846	UndistributedIncomePriorYear
Prior Year1	2010	PriorYear1
Prior Year2	2009	PriorYear2
Prior Year3	2008	PriorYear3
Excess Distri Carryover Year1	0	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	545419	QualifyingDistributions
Applied To Year1	523846	AppliedToYear1
Applied To Current Year	21573	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Undistributed Income CY	595157	UndistributedIncomeCY
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear
Excess From Current Year	0	ExcessFromCurrentYear

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundations

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	TOM CARSON	ContributingManager
Shareholder Manager	NONE	ShareholderManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (34 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
FIRST CHRISTIAN CHURCH - STILWELL
306 NORTH 2ND STREET	STILWELL	OK	74960	NONE	501(C)(3)	GENERAL USE	$48,000
BOY SCOUTS OF AMERICA
3206 S PEORIA	Tulsa	OK	74105	NONE	501(C)(3)	GENERAL USE	$1,250
ADAIR COUNTY CATTLEMEN'S ASSOCIATION
RURAL ROUTE 2 BOX 1415	STILWELL	OK	74960	NONE	501(C)(5)	GENERAL USE	$1,500
OSU FOUNDATION
PO BOX 1749	STILLWATER	OK	740761749	NONE	501(C)(3)	GENERAL USE	$76,720
ADAIR COUNTY RESOURCE CENTER
PO BOX 547	STILWELL	OK	74960	NONE	501(C)(3)	GENERAL USE	$10,000
OKLAHOMA EDUCATIONAL TELEVISION AUTHORITY FOUNDATI
7403 N KELLEY AVE	OKLAHOMA CITY	OK	73111	NONE	501(C)(3)	GENERAL USE	$1,000
ADAIR COUNTY FAIR
220 WEST DIVISION STREET ST 1	STILWELL	OK	74960	NONE	501(C)(3)	GENERAL USE	$25,100
STILWELL PUBLIC SCHOOL FOUNDATION INC
PO BOX 185	STILWELL	OK	74960	NONE	501(C)(3)	GENERAL USE	$1,750
WATTS PUBLIC SCHOOL
6TH STREET	WATTS	OK	74964	NONE	501(C)(3)	GENERAL USE	$2,800
AMERICAN RED CROSS
441 E 10TH STREET	INDIANAPOLIS	IN	46202	NONE	501(C)(3)	GENERAL USE	$500
FIRST BAPTIST CHURCH STILLWELL
801 WEST HICKORY STREET	STILWELL	OK	74960	NONE	501(C)(3)	GENERAL USE	$10,000
JERMIAH 29 FOUNDATION
118 WEST DIVISION STREET	STILWELL	OK	74960	NONE	501(C)(3)	GENERAL USE	$7,750
ZION SCHOOL
PO BOX 347	STILWELL	OK	74960	NONE	501(C)(3)	GENERAL USE	$49,007
OKLAHOMA BANKERS ASSOCIATION
643 NE 41ST STREET	OKLAHOMA CITY	OK	73105	NONE	501(C)(6)	GENERAL USE	$250
FRIENDS OF THE OKLAHOMA HISTORY CENTER INC
800 NAZIH ZUHDI DRIVE	OKLAHOMA CITY	OK	73105	NONE	501(C)(3)	GENERAL USE	$1,000
OKLAHOMA STATE UNIVERSITY ALUMNI ASSOCIATION
201 CONOCOPHILLIPS OSU ALUMNI CENTE	STILLWATER	OK	74078	NONE	501(C)(3)	GENERAL USE	$860
SIGMA NU EDUCATION FOUNDATION INC
9 NORTH LEWIS STREET	LEXINGTON	VA	24450	NONE	501(C)(3)	GENERAL USE	$2,757
KIWANIS INTERNATIONAL
PO BOX 1312	STILWELL	OK	74960	NONE	501(C)(4)	GENERAL USE	$1,675
STILWELL MIDDLE SCHOOL
12 NORTH 7TH STREET	STILWELL	OK	74960	NONE	501(C)(3)	GENERAL USE	$1,800
SALVATION ARMY
102 NORTH 6TH STREET	STILWELL	OK	74960	NONE	501(C)(3)	GENERAL USE	$200
WESTVILLE EDUCATION FOUNDATION INC
PO BOX 63	WESTVILLE	OK	74965	NONE	501(C)(3)	GENERAL USE	$10,950
ARKANSAS CHILDRENS HOSPITAL
1 CHILDRENS WAY SLOT 663	LITTLE ROCK	AR	72202	NONE	501(C)(3)	GENERAL USE	$10,000
CANCER SUCKS
PO BOX 1091	BIXBY	OK	74008	NONE	501(C)(3)	GENERAL USE	$500
CHEROKEE HERITAGE CENTER - CNHS
21192 S KEELER DRIVE	PARK HILL	OK	74451	NONE	501(C)(3)	GENERAL USE	$1,000
MORROW VALLEY CHRISTIAN SCHOOL
16987 GREASY VLY WC8	MORROW	AR	72749	NONE	501(C)(3)	GENERAL USE	$250
ORCHARD ROAD COMMUNITY OUTREACH INC
RR 2 BOX 175104	STILWELL	OK	74960	NONE	501(C)(3)	GENERAL USE	$25,000
HOPE CENTER INC
ROUTE 1 BOX 741	WESTVILLE	OK	74965	NONE	501(C)(3)	GENERAL USE	$12,000
TENKILLER PUBLIC SCHOOLS
26106 EAST 863 ROAD	WELLING	OK	74471	NONE	501(C)(3)	GENERAL USE	$10,000
THE TALBOT LIBRARY & MUSEUM ASSOCIATION
PO BOX 349	COLCORD	OK	74338	NONE	501(C)(3)	GENERAL USE	$500
ADAIR COUNTY HEALTH CENTER INC
1401 WEST LOCUST STREET	STILWELL	OK	74960	NONE	501(C)(3)	GENERAL USE	$200,000
VARIOUS UNDER 5000 DISCLOSURE
5000 ROGERS AVENUE SUITE 700	FORT SMITH	OK	72903	NONE	501(C)(3)	GENERAL USE	$3,000
FRIENDS OF THE JOHN F HENDERSON PUBLIC LIBRARY
PO BOX 580	WESTVILLE	OK	74965	NONE	501(C)(3)	GENERAL USE	$26,000
SHRINERS INTERNATIONAL - BEDOUIN SHRINERS
PO BOX 1667	MUSKOGEE	OK	74403	NONE	501(C)(10)	GENERAL USE	$300
ADAIR COUNTY TRI-COMMUNITY VOLUNTEER FIRE DEPT
PO BOX 484	STILWELL	OK	74960	NONE	501(C)(3)	GENERAL USE	$2,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	545419	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	$3,907	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$324,350	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
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	$328,257	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	328257	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	Category
Amount	$1,980	Amount
Net Investment Income	1980	NetInvestmentIncome

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	MERRILL LYNCH ACCT	NameOfBond
EOY Book Value	248393	EOYBookValue
EOYFMV	248393	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	MERRILL LYNCH ACCT	NameOfStock
EOY Book Value	1343853	EOYBookValue
EOYFMV	11818146	EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	ROUNDING	Description
Amount	$1	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
EMA ANNUAL FEE	150	150
MEMBERSHIP DUES	695	695

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	OTHER	Description

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	RESERVE FOR TAX	Description
BOY Book Value	-4755	BOYBookValue
EOY Book Value	-10545	EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	CONSULTING	Category
Amount	$60,600	Amount
Net Investment Income	60600	NetInvestmentIncome

TOM J & EDNA MAE CARSON FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (34 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Land Etc Schedule2 LandEtcSchedule2

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

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