THE DAUBE FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE DAUBE FAMILY FOUNDATION INC (EIN 20-2021253)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202441369349101899
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T09:32:05-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 SUITE 33 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202021253 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAUBE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAUB | BusinessNameControlTxt |
| Phone | 5802237403 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 38 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 734020038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEON SIMMS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5802237403 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEON | PersonFirstNm |
| Person Last | SIMMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN D HOWARD CPA | PreparerPersonNm |
| PTIN | P00352638 | PTIN |
| Phone | 5802261227 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,844,362 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $121,250 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $45,471 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,471 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $226,356 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,260,314 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $226,356 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $393,077 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $271,827 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,854 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,854 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,854 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,854 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,104 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,854 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $310,973 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $269,973 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,419 | CashBOYAmt |
| Cash EOY | $84,567 | CashEOYAmt |
| Cash EOYFMV | $84,567 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,321,701 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,593,526 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,759,795 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,367,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,678,093 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,844,362 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,367,120 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,678,093 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,367,120 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,678,093 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,367,120 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,678,093 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,367,120 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $310,973 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,678,093 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,678,093 | 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 | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLIC TRADED SECURITY | $4,150,695 | $4,033,958 | $116,737 | $116,737 | |
| CAPITAL GAINS DIVIDENDS | $109,619 | $109,619 | $109,619 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $226,356 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,753 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,753 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,753 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,918 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,918 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,165 | OverpaymentAmt |
| Applied To ES Tax | $9,165 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | THE DAUBE COMPANY | IndividualWithBooksNm |
| Phone | 5802237403 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 38 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73402 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL SIMMS | ||||||||
| PO BOX 38 | ARDMORE | OK | 73402 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SAM DAUBE | ||||||||
| PO BOX 38 | ARDMORE | OK | 73402 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LEON SIMMS | ||||||||
| PO BOX 38 | ARDMORE | OK | 73402 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BAILEY ANN SIMMS-BROUGHTON | ||||||||
| PO BOX 38 | ARDMORE | OK | 73402 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LEE DAUBE | ||||||||
| PO BOX 38 | ARDMORE | OK | 73402 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAVID DAUBE | ||||||||
| PO BOX 38 | ARDMORE | OK | 73402 | TRUSTEE | 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 | $2,492,398 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,848 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,511,246 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,511,246 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,669 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,473,577 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,679 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,679 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,753 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,753 | TotalTaxAmt |
| Distributable Before Adj | $119,926 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $119,926 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $119,926 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $70,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $119,926 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $8,169 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,169 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,250 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $8,169 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,169 | 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 | $41,507 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL SIMMS | ContributingManagerNm |
| Contributing Manager | SAM DAUBE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADVANCED BLESSINGS FOUNDATION | ||||||
| 2421 AUTUMN RUN STE D | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $2,500 |
| ARDMORE ANIMAL SHELTER | ||||||
| 321 CAROL BROWN BLVD | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT FOR ANIMAL'S NEEDS | $3,000 |
| ARDMORE DAY NURSERY | ||||||
| 320 D ST NW | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $1,000 |
| ARDMORE MAIN STREET AUTHORITY | ||||||
| 203 W MAIN STREET AUTHORITY | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $1,000 |
| COMMUNITY YOUTH SERVICES OF SOUTHERN OKLAHOMA INC | ||||||
| 15 MONROE ST NE | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $3,000 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 223 W BROADWAY ST | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $2,500 |
| FOOD AND RESOURCES CENTER OF SOUTH CENTRAL OKLAHOMA INC | ||||||
| PO BOX 756 | ARDMORE | OK | 73402 | PUBLIC | ASSISTANCE FOR THE NEEDY | $4,000 |
| FOOD FOR PETS | ||||||
| 720 N COMMERCE STE 551 | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $2,000 |
| GODDARD CENTER | ||||||
| 401 1ST SW | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $25,000 |
| GOOD SHEPHERD COMMUNITY CLINIC | ||||||
| 20 12TH AVE NW | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT OF MEDICAL CLINIC | $3,000 |
| GREATER SOUTHWEST HISTORICAL MUSEUM | ||||||
| 35 SUNSET DR SW | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $500 |
| HEROES WITH HOPE FOR SOUTHERN OKLAHOMA | ||||||
| 16 E ST SW STE 103 | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $2,000 |
| MARINES TOYS FOR TOTS FOUNDATION | ||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | PUBLIC | SUPPORT OF CHILDREN PROGRAMS | $3,000 |
| NATIONAL CHILD SAFETY COUNCIL | ||||||
| 4065 PAGE AVE | MICHIGAN CENTER | MI | 49254 | PUBLIC | GENERAL SUPPORT | $500 |
| OAK HALL | ||||||
| 2815 MOUNT WASHINGTON RD | ARDMORE | OK | 73401 | PUBLIC | EDUCATIONAL SUPPORT | $10,000 |
| OUTCAST UNDER TRANSFORMATION | ||||||
| 805 GRAND AVE | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $2,000 |
| POWDER RIVER FIRE DISTRICT | ||||||
| 538 SUSSEX LN | KAYCEE | WY | 82639 | PUBLIC | GENERAL SUPPORT | $500 |
| SALVATION ARMY | ||||||
| 123 A ST SW | ARDMORE | OK | 73401 | PUBLIC | ASSISTANCE FOR THE NEEDY | $3,000 |
| SARA'S PROJECT | ||||||
| 814 16TH AVE NW | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $1,000 |
| THE MORE FOUNDATION | ||||||
| 301 W MAIN ST SUITE 210 | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,250 | 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 | $45,471 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $226,356 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $271,827 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $271,827 | 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/AUDITING EXPENSE | CategoryTxt |
| Amt | $1,854 | Amt |
| Net Investment Income | $1,854 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD GROWTH INDEX FUND | $402,885 | $458,632 |
| VANGUARD MID-CAP INDEX FUND | $403,774 | $422,708 |
| VANGUARD SMALL-CAP INDEX FUND | $403,846 | $425,553 |
| VANGUARD TOTAL STK | $910,754 | $974,210 |
| VANGUARD VALUE INDEX FUND | $404,858 | $410,120 |
| VANGUARD EMERGING MKT | $67,409 | $68,572 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |