ATKINSON FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ATKINSON FAMILY FOUNDATION INC (EIN 73-1576901)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-15
- IRS object ID
- 201242289349100869
- Schema version
- 2011v1.2
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-15T12:52:31-07:00 | 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 | ANTHONY D MCDOULETT CPA PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2526 E 71ST SUITE G | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74136 | 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 | 731576901 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATKINSON FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ATKI | NameControl |
| Phone | 9185822501 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 SOUTH BOSTON AVENUE | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS M ATKINSON | Name |
| Title | PRESIDENT | Title |
| Phone | 9185822501 | Phone |
| Date Signed | 2012-08-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANTHONY D MCDOULETT | Name |
| Phone | 9184949020 | 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 860524 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 52715 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 18070 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 18070 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 18070 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 10699 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 11530 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10699 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 10620 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 546 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 546 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 546 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 82030 | TotalRevenueAndExpenses |
| Total Net Investment Income | 29315 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 29236 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 600 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 600 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 600 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6576 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6576 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 6576 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 6576 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 11 | InterestRevAndExpnss |
| Interest Net Invst Incm | 11 | InterestNetInvstIncm |
| Interest Adj Net Incm | 11 | InterestAdjNetIncm |
| Interest Dsbrs Chrtbl Prps | 11 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 250 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 7437 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7187 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 7187 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7187 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 26015 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 26015 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 33452 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7187 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 7187 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 33202 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 48578 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 22128 | NetInvestmentIncome |
| Adjusted Net Income | 22049 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 70773 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 7348 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 7348 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 203970 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 291552 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 853176 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 274743 | TotalAssetsBOY |
| Total Assets EOY | 298900 | TotalAssetsEOY |
| Total Assets EOYFMV | 860524 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 274743 | CapitalStockBOY |
| Capital Stock EOY | 298900 | CapitalStockEOY |
| Total Net Assets BOY | 274743 | TotalNetAssetsBOY |
| Total Net Assets EOY | 298900 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 274743 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 298900 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 274743 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 48578 | ExcessOfRevenueOverExpenses |
| Subtotal | 323321 | Subtotal |
| Other Decreases | 24421 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 298900 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAKER HUGHES INC - 17 SHARES | P | 2009-10-20 | 2011-10-12 | 910 | 0 | 831 | 79 | 0 | 0 | 0 | 79 |
| CALL OCCIDENTAL PETROLEUM - 2 SHARES | P | 2011-09-19 | 2011-07-22 | 700 | 0 | 0 | 700 | 0 | 0 | 0 | 700 |
| CALL WHITING PETROLEUM - 31 SHARES | P | 2011-12-19 | 2011-06-09 | 9920 | 0 | 0 | 9920 | 0 | 0 | 0 | 9920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10699 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 10620 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions Year1 | 52684 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 501867 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.104976 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 27217 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 361047 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.075384 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 45536 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 476116 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.095641 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 24500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 570739 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.042927 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 9100 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 504855 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.018025 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.336953 | TotalDistributionRatio |
| Average Distribution Ratio | 0.067391 | AverageDistributionRatio |
| Net Noncharitable Assets | 786881 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 53029 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 221 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 53250 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 33202 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 443 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 443 | Subtotal |
| Tax Based On Investment Income | 443 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 20 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 250 | TaxPaidWithExtension |
| Total Credits And Payments | 270 | TotalCreditsAndPayments |
| Tax Paid Original Return | 270 | TaxPaidOriginalReturn |
| Tax Due | 173 | TaxDue |
| Amount Credited To Next Year | 0 | 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 |
| Form990 T Filed | false | Form990TFiled |
| 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 Person Name | THOMAS M ATKINSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9185822501 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 S BOSTON AVE STE 715 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74103 | 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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS M ATKINSON | ||||||||
| 401 S BOSTON STE 715 | TULSA | OK | 74103 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| JOAN B ATKINSON | ||||||||
| 401 S BOSTON STE 715 | TULSA | OK | 74103 | VP/SECRETARY | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 796142 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2722 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 798864 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 798864 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11983 | CashDeemedCharitable |
| Net Noncharitable Assets | 786881 | NetNoncharitableAssets |
| Minimum Investment Return | 39344 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 39344 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 443 | TaxBasedOnInvestmentIncome |
| Total Tax | 443 | TotalTax |
| Distributable Amount Before Adj | 38901 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 38901 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 38901 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 33202 | ExpensesAndContributions |
| Qualifying Distributions | 33202 | QualifyingDistributions |
| Adj Qualifying Distributions | 33202 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 38901 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 4150 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 28095 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 32245 | TotalExcessDistriCarryover |
| Qualifying Distributions | 33202 | QualifyingDistributions |
| Applied To Current Year | 33202 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 5699 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 5699 | ExcessDistriCyovAppliedCY |
| Total Corpus | 26546 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 26546 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 26546 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS M ATKINSON AND JOAN B ATKINS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | ||||||
| 2448 EAST 81ST STREET | TULSA | OK | 74137 | EXEMPT | NONE SPECIFIED | $3,000 |
| ST PHILIP NERI CATHOLIC NEWMAN CENTER | ||||||
| 440 S FLORENCE | TULSA | OK | 74104 | EXEMPT | NONE SPECIFIED | $2,500 |
| THE FIRST PRESBYTERIAN CHURCH | ||||||
| 709 S BOSTON AVE | TULSA | OK | 74119 | EXEMPT | NONE SPECIFIED | $20,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 26015 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18,070 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $10,699 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,769 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 28769 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JOAN B ATKINSON | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 S BOSTON SUITE 715 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 52715 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 822 SHARES OF MAGELLAN MIDSTREAM PARTNERS LP | NoncashPropertyDescription |
| Fair Market Value | 52715 | FairMarketValue |
| Date Received | 2011-11-15 | DateReceived |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | UBS FINANCIAL SERVICES - EQUITIES | NameOfStock |
| EOY Book Value | 291552 | EOYBookValue |
| EOYFMV | 853176 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TO ADJUST COST BASIS OF ASSETS TO ACTUAL | Description |
| Amount | $24,421 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Revenue And Expenses Per Books | 546 | RevenueAndExpensesPerBooks |
| Net Investment Income | 546 | NetInvestmentIncome |
| Adjusted Net Income | 546 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS FINANCIAL INVESTMENT MGMT FEES | Category |
| Amount | $6,576 | Amount |
| Net Investment Income | 6576 | NetInvestmentIncome |
| Adjusted Net Income | 6576 | AdjustedNetIncome |
| Disbursements Charitable Prps | 6576 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | Category |
| Amount | $250 | Amount |