MARSHALL FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MARSHALL FOUNDATION (EIN 76-0537578)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201213199349100906
- Schema version
- 2011v1.3
- 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 Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T12:26:38-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGGS & VESELKA CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 GREENWAY PLAZA SUITE 1700 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770460946 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760537578 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHALL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JON A MARSHALL | InCareOfName |
| Name Control | MARS | NameControl |
| Phone | 7132535473 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 187 | AddressLine1 |
| City | KATY | City |
| State | TX | State |
| ZIP Code | 77492 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JON A MARSHALL | Name |
| Title | PRESIDENT/DIRECTOR | Title |
| Date Signed | 2012-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALLISON ELLIOTT | Name |
| Phone | 7136679147 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1930527 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1847 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 97194 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 97194 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 0 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 11386 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5695 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 11386 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 110427 | TotalRevenueAndExpenses |
| Total Net Investment Income | 108580 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 2420 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2420 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 8459 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 8459 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7866 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 188 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2153 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2153 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 20898 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 13220 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 137495 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 137495 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 158393 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 13220 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 137495 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -47966 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 95360 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 45996 | CashBOY |
| Cash EOY | 88499 | CashEOY |
| Cash EOYFMV | 88499 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 37077 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 59727 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 59727 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1179276 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1163072 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1165893 | InvestmentsCorpStockEOYFMV |
| Investments Land Etc Basis | 347771 | InvestmentsLandEtcBasis |
| Investments Land Etc BOY | 349680 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 347771 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 347771 | InvestmentsLandEtcEOYFMV |
| Investments Mortgage Loans BOY | 292963 | InvestmentsMortgageLoansBOY |
| Investments Mortgage Loans EOY | 268637 | InvestmentsMortgageLoansEOY |
| Investments Mortgage Loans EOYFMV | 268637 | InvestmentsMortgageLoansEOYFMV |
| Other Assets BOY | 5000 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 1909992 | TotalAssetsBOY |
| Total Assets EOY | 1927706 | TotalAssetsEOY |
| Total Assets EOYFMV | 1930527 | TotalAssetsEOYFMV |
| Deferred Revenue BOY | 68261 | DeferredRevenueBOY |
| Deferred Revenue EOY | 62568 | DeferredRevenueEOY |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 71373 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 68261 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 133941 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 276871 | CapitalStockBOY |
| Capital Stock EOY | 276871 | CapitalStockEOY |
| Retained Earnings BOY | 1564860 | RetainedEarningsBOY |
| Retained Earnings EOY | 1516894 | RetainedEarningsEOY |
| Total Net Assets BOY | 1841731 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1793765 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1909992 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1927706 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1841731 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -47966 | ExcessOfRevenueOverExpenses |
| Subtotal | 1793765 | Subtotal |
| Total Net Assets Fund Balances EOY | 1793765 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gain Or LossGainOrLoss |
|---|---|---|---|---|
| LAGUNA SECA -INSTALLMENT GAIN-15 ACRES | P | 2011-04-01 | 2011-09-01 | 2635 |
| RODRIGUEZ-INSTALLMENT GAIN-12.592 ACRES | P | 2011-04-01 | 2011-09-01 | 1669 |
| SOLIS-INSTALLMENT GAIN 10.10 ACRES | P | 2011-04-01 | 2011-06-01 | 1387 |
| CAPITAL GAIN DIVIDENDS | P | 5463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 11386 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 292207 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1911810 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.152843 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 72195 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1684682 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.042854 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 60717 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 723693 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.083899 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 22100 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 480018 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04604 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 21500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 439481 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.048921 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.374557 | TotalDistributionRatio |
| Average Distribution Ratio | 0.074911 | AverageDistributionRatio |
| Net Noncharitable Assets | 1633725 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 122384 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 954 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 123338 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 137495 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 954 | InvestmentIncomeExciseTax |
| Subtotal | 954 | Subtotal |
| Tax Based On Investment Income | 954 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4572 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1200 | TaxPaidWithExtension |
| Total Credits And Payments | 5772 | TotalCreditsAndPayments |
| Overpayment | 4818 | Overpayment |
| Amount Credited To Next Year | 956 | AmountCreditedToNextYear |
| Amount To Be Refunded | 3862 | AmountToBeRefunded |
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 | TX | 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 | JON A MARSHALL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7132535473 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 187 | AddressLine1 |
| City | KATY | City |
| State | TX | State |
| ZIP Code | 77492 | 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 |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JON A MARSHALL | ||||||||
| PO BOX 187 | KATY | TX | 77492 | PRESIDENT/DIRECTOR | 1.0 | 0 | 0 | 0 |
| ROXANN L MARSHALL | ||||||||
| PO BOX 187 | KATY | TX | 77492 | SECRETARY/SECRETARY/DIRECTOR | 1.0 | 0 | 0 | 0 |
| JIMMIE G MARSHALL | ||||||||
| PO BOX 187 | KATY | TX | 77492 | VICE PRESIDENT/DIRECTOR | 1.0 | 0 | 0 | 0 |
| WILENE MARSHALL | ||||||||
| PO BOX 187 | KATY | TX | 77492 | DIRECTOR | 1.0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | 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 | 1240518 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 139282 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 278804 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1658604 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1658604 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 24879 | CashDeemedCharitable |
| Net Noncharitable Assets | 1633725 | NetNoncharitableAssets |
| Minimum Investment Return | 81686 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 81686 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 954 | TaxBasedOnInvestmentIncome |
| Total Tax | 954 | TotalTax |
| Distributable Amount Before Adj | 80732 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 80732 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 80732 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 137495 | 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 | 137495 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 954 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 136541 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 80732 | DistributableAmountAsAdjusted |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year5 | 58 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 25098 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 205782 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 230938 | TotalExcessDistriCarryover |
| Qualifying Distributions | 137495 | QualifyingDistributions |
| Applied To Current Year | 80732 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 56763 | RemainingDistriFromCorpus |
| Total Corpus | 287701 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 58 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 287643 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 25098 | ExcessFromYear3 |
| Excess From Year1 | 205782 | ExcessFromYear1 |
| Excess From Current Year | 56763 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JON A MARSHALL | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ASSOCIATION OF AMERICAN INDIAN PHYSICIANS | |||||||
| 1225 SOVEREIGN ROW SUITE 103 | OKLAHOMA CITY | OK | 73108 | UNRELATED | PUBLIC | SCHOLARSHIPS | $32,000 |
| JONES ACADEMY | |||||||
| HCR 74-Box 102-5 | HARTSHORNE | OK | 74547 | UNRELATED | PUBLIC | SCHOLARSHIPS | $12,000 |
| THE BROOKWOOD COMMUNITY | |||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | UNRELATED | PUBLIC | AGRICULTURE AND GENERAL | $64,495 |
| WEST POINT US MILITARY ACADEMY | |||||||
| 698 MILLS ROAD | WEST POINT | NY | 10996 | UNRELATED | PUBLIC | SCHOLARSHIPS | $12,000 |
| BUFFALO VALLEY SCHOOL | |||||||
| 4384 SE HIGHWAY 63 | TALIHINA | OK | 74571 | UNRELATED | PUBLIC | SCHOLARSHIPS | $12,000 |
| HOLISTIC MANAGEMENT INTERNATIONAL | |||||||
| 5941 JEFFERSON ST NE SUITE B | ALBUQUERQUE | NM | 87109 | UNRELATED | PUBLIC | AGRICULTURE AND GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 137495 | 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 |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $97,194 | 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 | $11,386 | 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 | $108,580 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 108580 | 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/TAX PREP FEES | Category |
| Amount | $2,420 | Amount |
| Net Investment Income | 2420 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MERRILL LYNCH | NameOfStock |
| EOY Book Value | 1163072 | EOYBookValue |
| EOYFMV | 1165893 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSITS | Description |
| BOY Book Value | 5000 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| BANK FEES/WIRE FEES | 12 | 12 |
| INVESTMENT EXPENSES | 2141 | 2141 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Income | Description |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 71373 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | Category |
| Amount | $8,459 | Amount |
| Net Investment Income | 8459 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| EXCISE TAXES | $7,678 | 0 | 0 | 0 |
| FOREIGN TAXES | $188 | 188 | 0 | 0 |
Comments