J LYNDALL MCCRORY ROBERT FULTON MCCRORY & MONTIE RAY MCCRORY FDN: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- J LYNDALL MCCRORY ROBERT FULTON MCCRORY & MONTIE RAY MCCRORY FDN (EIN 73-1439304)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349104331
- Schema version
- 2025v4.1
- 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
- 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) |
|---|---|---|
| Return | 2026-05-14T15:19:10-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731225615 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH CARNEY & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 S COMMERCE AVE SUITE 33 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 734013924 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731439304 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCRORY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCR | BusinessNameControlTxt |
| Phone | 5802231346 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 146 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA E AKERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5802231346 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHNATHAN T HARRINGTON CPA | PreparerPersonNm |
| PTIN | P02212579 | PTIN |
| Phone | 5802261227 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,136,008 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $861,647 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $861,647 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $297,758 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $391,745 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $297,758 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,301,677 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,301,677 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,461,082 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,461,082 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $104,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $83,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,418 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,484 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,934 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48,191 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,848 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,365 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $8,922 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,784 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,138 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,287 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,003 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,284 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $232,318 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,919 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142,421 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,528,574 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,528,574 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,760,892 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,919 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,670,995 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $700,190 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,398,163 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $244,197 | CashBOYAmt |
| Cash EOY | $62,097 | CashEOYAmt |
| Cash EOYFMV | $62,097 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $538,426 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $561,147 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $561,147 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $22,207,127 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,066,951 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $37,921,450 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $76,192 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,116 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $58,076 | LandBOYAmt |
| Land EOY | $58,076 | LandEOYAmt |
| Land EOYFMV | $59,000 | LandEOYFMVAmt |
| Other Assets BOY | $222,949 | OtherAssetsBOYAmt |
| Other Assets EOY | $222,949 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,532,314 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,270,775 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,971,220 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,136,008 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,049 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,304 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,049 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,304 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $23,268,726 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $23,968,916 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,268,726 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,968,916 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,270,775 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,971,220 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,268,726 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $700,190 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $23,968,916 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,968,916 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| VANGUARD BROKERAGE | $260,000 | $93,987 | $166,013 | $166,013 |
| VANGUARD BROKERAGE CAPITAL GAIN DISTRIBUTIONS | $131,745 | $131,745 | $131,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $297,758 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,334 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,334 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,334 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,834 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | MCCRORYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | LAURA AKERS | IndividualWithBooksNm |
| Phone | 5802231346 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 WEST MAIN SUITE 440NEUSTADT | AddressLine1Txt |
| Address Line2 | PLAZA | AddressLine2Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAURA E AKERS | ||||||||
| 333 WEST MAIN SUITE 440 | ARDMORE | OK | 73401 | PRESIDENT | 40.00 | $104,000 | $1,914 | $12,000 |
| MARY KATE WILSON | ||||||||
| 333 WEST MAIN SUITE 440 | ARDMORE | OK | 73401 | VICE PRESIDENT AND SECRETARY | 0.00 | $0 | $0 | $0 |
| LARRY PULLIAM | ||||||||
| 333 WEST MAIN SUITE 440 | ARDMORE | OK | 73401 | TREASURER | 0.00 | $0 | $0 | $0 |
| LESLIE LARSEN | ||||||||
| 333 WEST MAIN SUITE 440 | ARDMORE | OK | 73401 | BOARD OF DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN CREDLE JR | ||||||||
| 333 WEST MAIN SUITE 440 | ARDMORE | OK | 73401 | BOARD OF DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,339,621 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $175,464 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,591,314 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,106,399 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,106,399 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $586,596 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,519,803 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,925,990 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,925,990 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,334 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,334 | TotalTaxAmt |
| Distributable Before Adj | $1,892,656 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,892,656 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,892,656 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,670,995 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,670,995 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,892,656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,610,103 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,670,995 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,610,103 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,892 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,831,764 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAURA AKERS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 146 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5802231346 | RecipientPhoneNum |
| Form And Info And Materials | AVAILABLE ONLINE AT MCCRORYFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 1, MAY 1, AUGUST 1, NOVEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | CARTER COUNTY OKLAHOMA 501(C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 20TH DISTRICT DRUG COURT | |||||||
| 58 BROADLAWN VILLAGE | ARDMORE | OK | 73401 | N/A | PC | GENERAL OPERATING FUNDS | $20,000 |
| A READING INC | |||||||
| 1717 WINCHESTER | ARDMORE | OK | 73401 | N/A | PC | PARTIAL PAYMENT OF THERAPISTS' SALARIES | $75,000 |
| ARDMORE CITY SCHOOLS | |||||||
| 800 M ST NE | ARDMORE | OK | 73401 | N/A | PC | CHILD CARE EXPERIENCE PROGRAM & SUPPORT OF ROBOTICS PROGRAM | $14,000 |
| ARDMORE DAY NURSERY INC | |||||||
| 320 D ST NW | ARDMORE | OK | 73401 | N/A | PC | PLAYGROUND RENOVATIONS & NEW EQUIPMENT PURCHASES | $10,000 |
| ARDMORE FAMILY LITERACY | |||||||
| 1405 4TH AVE NW BOX 104 | ARDMORE | OK | 73401 | N/A | PC | GENERAL OPERATING EXPENSES | $40,000 |
| ARDMORE FAMILY YMCA | |||||||
| 920 15TH AVE NW | ARDMORE | OK | 73401 | N/A | PC | GENERAL OPERATING EXPENSES, CAMP SCHOLARSHIPS, TRANSPORTATION ASSISTANCE | $75,000 |
| ARDMORE PUBLIC LIBRARY | |||||||
| 320 E ST NW | ARDMORE | OK | 73401 | N/A | PC | LITERACY LAB EXPANSION & CITIZEN PROGRAM SUPPORT | $16,000 |
| ARDMORE SOUP KITCHEN | |||||||
| PO BOX 1344 | ARDMORE | OK | 73402 | N/A | PC | OPERATING EXPENSES | $18,000 |
| ARDMORE THUNDER JAM ASSOCIATION | |||||||
| 287 GAYLE | ARDMORE | OK | 73401 | N/A | PC | 5TH & 6TH GRADE YOUTH BASKETBALL | $3,000 |
| BIG FIVE COMMUNITY SERVICES | |||||||
| 201 A ST SW | ARDMORE | OK | 73401 | N/A | PC | SOUTHERN OKLAHOMA RURAL TRANSPORTATION SYSTEM | $60,000 |
| BOYS & GIRLS CLUB OF RED RIVER VALLEY | |||||||
| PO BOX 1516 | DURANT | OK | 74701 | N/A | PC | BOYS & GIRLS CLUB OF CARTER COUNTY | $65,000 |
| BROADWAY HOUSE INC | |||||||
| 221 2ND STREET NW | ARDMORE | OK | 73401 | N/A | PC | OPERATIONAL SUPPORT & NEW DISHWASHER | $32,500 |
| CAMERON UNIVERSITY | |||||||
| 2800 W GORE BLVD | LAWTON | OK | 73505 | N/A | PC | LISTENER CHALLENGE GRANT | $5,000 |
| CARTER COUNTY FREE FAIR ASSOCIATION INC | |||||||
| 600 S LAKE MURRAY DR | ARDMORE | OK | 73401 | N/A | PC | SUPPORT OF CARTER COUNTY FREE FAIR | $7,500 |
| CARTER COUNTY GROUP HOMES | |||||||
| 49 HERITAGE ST | ARDMORE | OK | 73401 | N/A | PC | BATHROOM, BEDROOM, FLOORING UPGRADES, NEW DINING ROOM FURNITURE | $33,500 |
| CARTER COUNTY OSU EXTENSION OFFICE | |||||||
| 25 A ST NW | ARDMORE | OK | 73401 | N/A | PC | STRONG DADS PROGRAM FAMILY FUN DAY | $5,000 |
| CASA OF CARTER COUNTY | |||||||
| 20 B ST SW 401 | ARDMORE | OK | 73401 | N/A | PC | GENERAL OPERATING FUNDS | $20,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY INC | |||||||
| 1232 N CLESSEN BLVD | OKLAHOMA CITY | OK | 73106 | N/A | PC | SUPPORT FOR ARDMORE REGIONAL OFFICE | $15,000 |
| COMMUNITY ACTIVITIES INC OF ARDMORE | |||||||
| PO BOX 246 | ARDMORE | OK | 73402 | N/A | PC | PLEDGE FOR PARK UPKEEP | $5,000 |
| CRINER HILLS VOLUNTEER FIRE DEPERTMENT | |||||||
| 3346 COUNTYLINE ROAD | OVERBROOK | OK | 73453 | N/A | PC | EMERGENCY RESPONSE VEHICLE | $10,000 |
| DESTINY RECOVERY CENTER INC | |||||||
| 1004 REPUBLIC ST | ARDMORE | OK | 73401 | N/A | PC | BUILDING IMPROVEMENTS | $8,500 |
| EAST ARDMORE REVITALIZATION | |||||||
| 300 E MAIN ST | ARDMORE | OK | 73401 | N/A | PC | GENERAL OPERATIONS & EHAP PROGRAM SUPPORT | $38,110 |
| FAMILY SHELTER OF SOUTHERN OKLAHOMA | |||||||
| 402 PAWNEE NW | ARDMORE | OK | 73401 | N/A | PC | TRAUMA COUNSELING PROGRAM & SUPPORTIVE HOUSING PROGRAM | $63,500 |
| FOOD & RESOURCE CENTER OF SOUTH CENTRAL OKLAHOMA | |||||||
| 100 W MAIN STE 300 | ARDMORE | OK | 73401 | N/A | PC | OPERATIONAL SUPPORT | $45,000 |
| FOOD FOR PETS INC | |||||||
| 1405 4TH AVE NW BOX 120 | ARDMORE | OK | 73401 | N/A | PC | SPAY/NEUTERING PROGRAM | $30,000 |
| GIRLS ON THE RUN OF SOUTHERN OKLAHOMA | |||||||
| 911 W BROADWAY ST | ARDMORE | OK | 73401 | N/A | PC | GENERAL SUPPORT | $40,000 |
| GLORIA AINSWORTH CHILD CARE & LEARNING CENTER INC | |||||||
| 502 G ST NE | ARDMORE | OK | 73401 | N/A | PC | ACCOUNTING & SECURITY EQUIPMENT | $30,300 |
| GRACE CENTER OF SOUTHERN OKLAHOMA | |||||||
| 11 A ST NW | ARDMORE | OK | 73401 | N/A | PC | OPERATIONAL SUPPORT, BUILDING REPAIRS, & CONSULTANT FEES | $26,600 |
| HABITAT FOR HUMANITY | |||||||
| 301 W MAIN ST 30 | ARDMORE | OK | 73401 | N/A | PC | OPERATING | $13,350 |
| HFV WILSON COMMUNITY CENTER | |||||||
| 625 E MAIN ST | ARDMORE | OK | 73401 | N/A | PC | GENERAL OPERATIONS, BACK TO SCHOOL BASH | $43,700 |
| JOYCE HOUSE | |||||||
| 903 15TH AVE NW | ARDMORE | OK | 73401 | N/A | PC | GENERAL OPERATING | $10,000 |
| LIGHTHOUSE BEHAVIORAL WELLNESS CENTER | |||||||
| 2530 S COMMERCE ST | ARDMORE | OK | 73401 | N/A | PC | ARDMORE BRIDGES INITIATIVE & 3H TASK FORCE SURVEY SUPPORT | $53,000 |
| MERCY HEALTH FOUNDATION ARDMORE INC | |||||||
| 1011 14TH AVE NW | ARDMORE | OK | 73401 | N/A | PC | OUTPATIENT RENEWAL & REDESIGN PROJECT | $100,000 |
| NAOMI HOUSE INC | |||||||
| 1105 E ST NW | ARDMORE | OK | 73401 | N/A | PC | GENERAL OPERATIONS | $67,500 |
| OARC | |||||||
| 49 HERITAGE ST | ARDMORE | OK | 73401 | N/A | PC | SUMMER CAMP | $3,500 |
| OAK HALL EPISCOPAL SCHOOL | |||||||
| 2815 MT WASHINGTON RD | ARDMORE | OK | 73401 | N/A | PC | LEARNING SUPPORT SPECIALIST & SPEECH THERAPY PROGRAM | $32,500 |
| OUTCASTS UNDER TRANSFORMATION INC | |||||||
| 177 E ST NW | ARDMORE | OK | 73401 | N/A | PC | OPERATIONAL SUPPORT | $30,000 |
| SALVATION ARMY OF ARDMORE | |||||||
| 123 A ST SW | ARDMORE | OK | 73401 | N/A | PC | SOCIAL SERVICES - CASE MANAGER | $60,000 |
| SARA'S PROJECT | |||||||
| 814 16TH AVE NW | ARDMORE | OK | 73401 | N/A | PC | PARTIAL SALARY OF PEDIATRIC FORENSIC NURSE POSITION | $25,000 |
| SOUTHERN OKLAHOMA ADOLESCENT RESOURCE | |||||||
| 301 W MAIN ST 110 | ARDMORE | OK | 73401 | N/A | PC | GENERAL OPERATING | $10,000 |
| SOUTHERN OKLAHOMA AMBULANCE SERVICE | |||||||
| 517 GRAND AVE | ARDMORE | OK | 73401 | N/A | PC | ONE AWARD EVENT EXPENSES & NEW FACILITY CONSTRUCTION | $102,500 |
| SOUTHERN OKLAHOMA LIBRARY SYSTEM | |||||||
| 601 RAILWAY EXPRESS | ARDMORE | OK | 73401 | N/A | PC | POCKET PARK LITERACY INITIATIVE | $30,000 |
| SOUTHERN OKLAHOMA NUTRITION PROGRAM | |||||||
| 220 13TH SE | ARDMORE | OK | 73401 | N/A | PC | WALK IN FREEZER & EQUIPMENT PURCHASES | $50,514 |
| SOUTHERN RIDERS RIDING ASSOCIATION | |||||||
| PO BOX 1272 | ARDMORE | OK | 73402 | N/A | PC | SUPPORT OF YOUTH LEARNING TO RIDE AND CARE FOR HORSES | $5,000 |
| STRENGTH IN NUMBERS | |||||||
| 2556 KATHY COURT | ARDMORE | OK | 73401 | N/A | PC | GENERAL OPERATING & BACK TO SCHOOL EVENT | $10,500 |
| TOYS FOR TOTS FOUNDATION | |||||||
| 1211 N COMMERCE ST 54 | ARDMORE | OK | 73401 | N/A | PC | TOYS FOR DISADVANTAGED CHILDREN | $4,500 |
| OKLAHOMA CENTER FOR NONPROFITS INC | |||||||
| 701 N LINDSAY AVENUE | OKLAHOMA CITY | OK | 73104 | N/A | PC | CAPACITY BUILDING: DAY OF LEARNING | $10,000 |
| OKLAHOMA COUNCIL ON ECONOMIC EDUCATION | |||||||
| 100 N UNIVERSITY DR | EDMOND | OK | 73034 | N/A | PC | MEE COMPETITION IN ARDMORE | $3,000 |
| OKLAHOMA SPARKS KIDS INC | |||||||
| 1710 WEST MAIN | ARDMORE | OK | 73401 | N/A | PC | GENERAL OPERATIONS | $25,000 |
| PLAINVIEW PUBLIC SCHOOLS | |||||||
| 1140 S PLAINVIEW RD | ARDMORE | OK | 73401 | N/A | PC | CHOIR PROGRAM SUPPORT | $5,000 |
| SCOUTING AMERICA ARBUCKLE AREA COUNCIL | |||||||
| 411 ST HWY 142 WEST | ARDMORE | OK | 73403 | N/A | PC | AFTER SCHOOL SCOUTING PROGRAM | $10,000 |
| SOUTHERN OKLAHOMA COMMUNITY ARTS INC | |||||||
| 130 D ST NW | ARDMORE | OK | 73401 | N/A | PC | SHEET MUSIC | $7,500 |
| VIZAVANCE INC | |||||||
| 4005 NW EXPRESSWAY STE 325E | OKLAHOMA CITY | OK | 73116 | N/A | PC | ADVANCING CHILDREN'S EDUCATION THROUGH BETTER VISION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,528,574 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $861,647 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,301,677 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $297,758 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,461,082 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,461,082 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $17,418 | Amt |
| Net Investment Income | $3,484 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,934 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD S&P 500 | $6,384,244 | $17,500,027 |
| VANGUARD EMERGING MARKERTS | $1,251,992 | $1,547,481 |
| VANGUARD INTERMEDIATE TERM BOND INDEX | $3,501,808 | $3,379,429 |
| VANGUARD MIDCAP INDEX FUND | $792,126 | $1,937,373 |
| VANGUARD DODGE & COX INCOME FUND | $5,169,404 | $4,984,148 |
| VANGUARD DODGE & COX INTERNATIONAL STOCK | $3,659,425 | $5,472,291 |
| VANGUARD SMALL CAP INDEX FUND A | $1,042,424 | $1,930,060 |
| VANGUARD PIMCO | $1,265,528 | $1,170,641 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| TRACT 25 - 11.25 ACRES | $2,531 | $0 | $2,531 |
| TRACT 33 - 15 ACRES | $4,500 | $0 | $4,500 |
| TRACT 34 - 11.25 ACRES | $2,250 | $0 | $2,250 |
| TRACT 37 - 22.50 ACRES | $4,500 | $0 | $4,500 |
| TRACT 50 - 1.99 ACRES | $2,000 | $0 | $2,000 |
| TRACT 41 - 11.25 ACRES | $4,500 | $0 | $4,500 |
| TRACT 43 - 5 ACRES | $1,250 | $0 | $1,250 |
| TRACT 34 - ADDL | $938 | $0 | $938 |
| TRACT 37 - ADDL | $9,139 | $0 | $9,139 |
| TRACT 37 - ADDL | $13,612 | $0 | $13,612 |
| TRACT 37 - ADDL | $2,812 | $0 | $2,812 |
| TRACT 37 - 1.75 ACRES | $1,750 | $0 | $1,750 |
| TRACT 25 - 1.125 ACRES | $1,125 | $0 | $1,125 |
| TRACT 41 - 2.25 ACRES | $2,250 | $0 | $2,250 |
| TRACT 37 - ADDL | $100 | $0 | $100 |
| ADDL - B WHITE TRUST | $117 | $0 | $117 |
| ADDL - MOCO | $3,500 | $0 | $3,500 |
| FIREPROOF FILE CABINETS | $13,516 | $13,516 | $0 |
| COMPUTER | $1,952 | $1,952 | $0 |
| KNOLL OFFICE FURNITURE | $2,648 | $2,648 | $0 |
| C GRANT - 70 ACRES | $919 | $0 | $919 |
| JM BEEN TRUST 70 ACRES | $200 | $0 | $200 |
| BJ WHITE TRUST 70 ACRES | $83 | $0 | $83 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UNDEVELOPED MINERAL PROPERTIES | $222,949 | $222,949 | $2,506,008 |
| PRODUCING ROYALTY INTERESTS | $0 | $0 | $1,026,306 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $408 | $0 | $408 |
| HEALTH REIMBURSEMENT | $12,000 | $2,400 | $9,600 |
| INSURANCE | $2,720 | $544 | $2,176 |
| INTERNET | $1,131 | $0 | $1,131 |
| MEMBERSHIP DUES | $2,769 | $0 | $2,769 |
| OFFICE SUPPLIES | $1,411 | $141 | $1,270 |
| POSTAGE | $110 | $11 | $99 |
| RETIREMENT | $1,914 | $382 | $1,532 |
| SUBSCRIPTIONS | $3,004 | $2,220 | $784 |
| SEMINARS | $1,100 | $0 | $1,100 |
| MEALS | $37 | $0 | $37 |
| TELEPHONE | $1,527 | $305 | $1,222 |
| WEBSITE EXPENSE | $156 | $0 | $156 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $1,184,542 | $1,184,542 | $1,184,542 |
| OIL & GAS LEASE BONUSES | $117,135 | $117,135 | $117,135 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PAYROLL | Desc |
| BOY Book Value | $2,049 | BOYBookValueAmt |
| EOY Book Value | $2,304 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT LABOR | $21,500 | $12,000 | $9,500 |
| ELWOOD ASSOCIATES - INVESTMENT ADVISOR | $4,000 | $4,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES | $178 | $178 | $0 |
| FOREIGN TAX ON INVESTMENTS | $13,079 | $13,079 | $0 |
| INCOME TAX | $26,978 | $0 | $0 |
| PAYROLL TAXES | $7,956 | $1,591 | $6,365 |
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