SAM VIERSEN FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SAM VIERSEN FAMILY FOUNDATION INC (EIN 73-1295358)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201243189349100349
- 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 Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T13:20:19-06:00 | 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 | 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 | 2011-01-01 | 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 |
| 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 |
| Date Signed | 2012-09-28 | 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 | 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 | 21326976 | 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 | 176673 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 177132 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 460001 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 441394 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 675625 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 13746913 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 693188 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2063 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 1314362 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1311714 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 55692 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 16708 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 38984 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 9384 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 2815 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 6569 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 2094 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 628 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1466 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 6490 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3245 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3245 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 964 | InterestRevAndExpnss |
| Interest Net Invst Incm | 2127 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 31409 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 28809 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 2928 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 417 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 226433 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 195752 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 33795 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 332883 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 250084 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 86987 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1069471 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1069471 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1402354 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 250084 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1156458 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -87992 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1061630 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 564848 | CashBOY |
| Cash EOY | 728834 | CashEOY |
| Cash EOYFMV | 728834 | CashEOYFMV |
| Investments Govt Oblig BOY | 2277000 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 2961000 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 3055829 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 15843694 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 15260591 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 15833430 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1639000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1377000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1465370 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 212783 | InvestmentsOtherBOY |
| Investments Other EOY | 170830 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 170830 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 7000 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 7000 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 417 | LandBuildingAndEquipmentBOY |
| Other Assets BOY | 118989 | OtherAssetsBOY |
| Other Assets EOY | 72683 | OtherAssetsEOY |
| Other Assets EOYFMV | 72683 | OtherAssetsEOYFMV |
| Total Assets BOY | 20656731 | TotalAssetsBOY |
| Total Assets EOY | 20570938 | TotalAssetsEOY |
| Total Assets EOYFMV | 21326976 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 811 | AccountsPayableBOY |
| Accounts Payable EOY | 3010 | AccountsPayableEOY |
| Total Liabilities BOY | 811 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3010 | 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 | 20644920 | RetainedEarningsBOY |
| Retained Earnings EOY | 20556928 | RetainedEarningsEOY |
| Total Net Assets BOY | 20655920 | TotalNetAssetsBOY |
| Total Net Assets EOY | 20567928 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 20656731 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 20570938 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 20655920 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -87992 | ExcessOfRevenueOverExpenses |
| Subtotal | 20567928 | Subtotal |
| Total Net Assets Fund Balances EOY | 20567928 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (17 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY 110-05825-17 - SEE STATEMENT D | P | 6469708 | 6325526 | 144182 | 144182 |
| MORGAN STANLEY SMITH BARNEY 110-05825-17 - SEE STATEMENT D | P | 1313931 | 1221983 | 91948 | 91948 |
| MORGAN STANLEY SMITH BARNEY 110-06299-12 - SEE STATEMENT D | P | 48976 | 31594 | 17382 | 17382 |
| MORGAN STANLEY SMITH BARNEY 110-06299-12 - SEE STATEMENT D | P | 1041017 | 1352926 | -311909 | -311909 |
| MORGAN STANLEY SMITH BARNEY 110-06298-13 - SEE STATEMENT D | P | 161032 | 169562 | -8530 | -8530 |
| MORGAN STANLEY SMITH BARNEY 110-06298-13 - SEE STATEMENT D | P | 796755 | 630176 | 166579 | 166579 |
| MORGAN STANLEY SMITH BARNEY 110-11827-13 - SEE STATEMENT D | P | 19038 | 19284 | -246 | -246 |
| MORGAN STANLEY SMITH BARNEY 110-11827-13 - SEE STATEMENT D | P | 119946 | 99834 | 20112 | 20112 |
| MORGAN STANLEY SMITH BARNEY 110-90000-16 - SEE STATEMENT D | P | 816732 | 397262 | 419470 | 419470 |
| MORGAN STANLEY SMITH BARNEY 110-00137-11 - SEE STATEMENT D | P | 337858 | 327434 | 10424 | 10424 |
| MORGAN STANLEY SMITH BARNEY 110-00137-11 - SEE STATEMENT D | P | 1645673 | 1373883 | 271790 | 271790 |
| MORGAN STANLEY SMITH BARNEY 110-11890-15 | P | 478388 | 478335 | 53 | 53 |
| MORGAN STANLEY SMITH BARNEY 110-11889-18 - SEE STATEMENT D | P | 112423 | 109995 | 2428 | 2428 |
| MORGAN STANLEY SMITH BARNEY 110-11889-18 - SEE STATEMENT D | P | 367843 | 515901 | -148058 | -148058 |
| LONG-TERM CAPITAL GAIN FROM K-1 | P | 17417 | 17417 | 17417 | |
| SHORT-TERM CAPITAL LOSS FROM K-1 | P | 30 | -30 | -30 | |
| SECTION 1231 GAIN FROM K-1 | P | 176 | 176 | 176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 693188 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1136385 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 21345370 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.053238 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 882961 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 19482153 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.045322 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1200470 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 24033997 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049949 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1293293 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 28334083 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.045644 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1282689 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 23389888 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.054839 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.248992 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049798 | AverageDistributionRatio |
| Net Noncharitable Assets | 22166518 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1103848 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 10616 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1114464 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1156458 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 10616 | InvestmentIncomeExciseTax |
| Subtotal | 10616 | Subtotal |
| Tax Based On Investment Income | 10616 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4000 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 18000 | TaxPaidWithExtension |
| Total Credits And Payments | 22000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 11384 | Overpayment |
| Amount Credited To Next Year | 11384 | 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 | ||
| IR ROBERTSON | ||||||||
| 7130 S LEWIS SUITE 200 | TULSA | OK | 74170 | EXECUTIVE DIRECTOR | 40.0 | 55692 | 31849 | 6922 |
| MARGARET ROBINSON | ||||||||
| 7130 S LEWIS SUITE 200 | TULSA | OK | 74170 | DIRECTOR | 0 | 0 | ||
| 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 | 21205461 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1096394 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 202224 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 22504079 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 22504079 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 337561 | CashDeemedCharitable |
| Net Noncharitable Assets | 22166518 | NetNoncharitableAssets |
| Minimum Investment Return | 1108326 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1108326 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 10616 | TaxBasedOnInvestmentIncome |
| Total Tax | 10616 | TotalTax |
| Distributable Amount Before Adj | 1097710 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1097710 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1097710 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1156458 | 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 | 1156458 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 10616 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1145842 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1097710 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 24149 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1156458 | QualifyingDistributions |
| Applied To Year1 | 24149 | AppliedToYear1 |
| Applied To Current Year | 1097710 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 34599 | RemainingDistriFromCorpus |
| Total Corpus | 34599 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 34599 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 34599 | 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 | $1,069,471 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1069471 | 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 | $176,673 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $460,001 | 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 | $675,625 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX REFUND | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $2,063 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,314,362 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1314362 | 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 | $6,490 | Amount |
| Net Investment Income | 3245 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3245 | 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 | 6583 | PriorYearsDepreciation |
| Computation Method | SL | ComputationMethod |
| Life | 7 | Life |
| Current Year Expense | 417 | CurrentYearExpense |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PS - SB COMMUNICATION FUND | CategoryOrItem |
| Book Value | 170830 | BookValue |
| EOYFMV | 170830 | 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 | $2,094 | Amount |
| Net Investment Income | 628 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1466 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| BOND DISCOUNTS | 49016 | 20488 | 20488 |
| BOND PREMIUMS | 69973 | 52195 | 52195 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INSURANCE | 23153 | 6946 | 16207 |
| PHONE | 2675 | 802 | 1872 |
| OFFICE SUPPLIES/POSTAGE | 2336 | 701 | 1635 |
| DUES & SUBSCRIPTIONS | 2545 | 2545 | |
| VEHICLE EXPENSE | 5250 | 1575 | 3675 |
| BROKERAGE FEES & COMMISSIONS | 180128 | 180128 | |
| MISC. CONTRACT SERVICES | 2061 | 2061 | |
| MEALS & ENTERTAINMENT | 1672 | 502 | 1170 |
| MISC. GENERAL EXPENSES | 6613 | 1984 | 4630 |
| K-1 PORTFOLIO DEDUCTIONS | 3114 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL INCOME TAX REFUND | Description |
| Revenue And Expenses Per Books | 2063 | RevenueAndExpensesPerBooks |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAYROLL TAXES PAYABLE | Description |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $4,183 | 1255 | 2928 |
| FOREIGN TAXES | $27,226 | 27554 |
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