KOHAW FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KOHAW FOUNDATION (EIN 20-8895788)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202221369349104007
- Schema version
- 2021v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T13:15:43-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731532269 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JODIE A DOUGLASS CPA INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 SCOTT ST SW | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208895788 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOHAW FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOHA | BusinessNameControlTxt |
| Phone | 5802209315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16205 STEILL MEADOWS DRIVE | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID TIMOTHY HILL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5802209315 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | HILL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JODIE DOUGLASS AUSTIN | PreparerPersonNm |
| PTIN | P00177030 | PTIN |
| Phone | 5802235122 | PhoneNum |
| Preparation | 2022-05-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,898,511 | 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 | $51,740 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,740 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $51,740 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,530 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,530 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,530 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,416 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,416 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $9,416 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $101,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $101,686 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $61,156 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $92,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,760 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,590 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,590 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,837 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $7,084 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,492 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,492 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,213 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,213 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $136,492 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,590 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,549 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $238,692 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,590 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,749 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$137,006 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,096 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $61,156 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,689 | CashBOYAmt |
| Cash EOY | $35,354 | CashEOYAmt |
| Cash EOYFMV | $35,354 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $253,695 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $253,695 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,373,064 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,805,066 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,805,066 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $373,350 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $373,350 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $51,911 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,911 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $379,135 | OtherAssetsBOYAmt |
| Other Assets EOY | $379,135 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $379,135 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,794,888 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,898,511 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,898,511 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,126 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,478 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,126 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,478 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,792,762 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,896,033 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,792,762 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,896,033 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,794,888 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,898,511 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,792,762 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$137,006 | ExcessRevenueOverExpensesAmt |
| Other Increases | $240,279 | OtherIncreasesAmt |
| Subtotal | $2,896,035 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,896,033 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,530 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,113 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,113 | SubtotalAmt |
| Tax Based On Investment Income | $1,113 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $210 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $210 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $909 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JODIE A DOUGLASS CPA INC | IndividualWithBooksNm |
| Phone | 5802235122 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 SCOTT STREET SW | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID TIMOTHY HILL | ||||||||
| 1819 SOUTHERLY RIDGE | EDMOND | OK | 73025 | DIRECTOR | 000.00 | $65,400 | $0 | $0 |
| JACQULYN HILL | ||||||||
| 1819 SOUTHERLY RIDGE | EDMOND | OK | 73025 | DIRECTOR | 000.00 | $27,200 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $135,740 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,230,327 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $289,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $379,135 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,898,512 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,898,512 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $289,050 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,609,462 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,473 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,473 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,113 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,113 | TotalTaxAmt |
| Distributable Before Adj | $129,360 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $129,360 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $129,360 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,749 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $123,749 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $129,360 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $13,848 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,455 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $23,998 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $68,337 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $123,638 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,749 | QualifyingDistributionsAmt |
| Applied To Current Year | $123,749 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $5,611 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,611 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $118,027 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,237 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $109,790 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,455 | ExcessFromYear4Amt |
| Excess From Year2 | $23,998 | ExcessFromYear2Amt |
| Excess From Year1 | $68,337 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID TIMOTHY HILL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 846 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 734020846 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5802209315 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 7 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JULY 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | EMPHASIS ON ELDERLY AND YOUTH PROGRAMS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| FIRST UNITED METHODIST CHURCH | |||||
| 603 W MAIN STREET | ARDMORE | OK | 73401 | PRESCHOOL PROGRAM | $5,000 |
| THE MORE FOUNDATION | |||||
| 301 WEST MAIN | ARDMORE | OK | 73401 | SCHOLARSHIPS FOR HIGH SCHOOL GRADS | $15,000 |
| ARDMORE CITY SCHOOLS-BAND | |||||
| 701 VETERANS BLVD | ARDMORE | OK | 73401 | SUPPORT PRIDE OF ARDMORE BAND PROG | $7,200 |
| BOY SCOUTS | |||||
| 701 VETERANS BLVD | ARDMORE | OK | 73401 | RECRUITMENT PROGRAM | $12,000 |
| IMPACT ARDMORE | |||||
| 11 SCOTT STREET | ARDMORE | OK | 73401 | GENERAL OPERATIONS | $15,000 |
| TEXOMA AUTISM SCHOOL | |||||
| PO BOX 185 | ARDMORE | OK | 73401 | CURRICULUM PROGRAM | $5,000 |
| FUMC ARDMORE | |||||
| MT WASHINGTON ROAD | ARDMORE | OK | 73401 | YOUTH SUMMER PROGRAMS | $10,000 |
| YW8 | |||||
| 11 SCOTT STREET | ARDMORE | OK | 73401 | GENERAL OPERATIONS | $5,000 |
| GLORIA AINSWORTH | |||||
| 502 G STREET NE | ARDMORE | OK | 73401 | PLAYGROUND | $6,500 |
| UNITED WAY OF S CENTRAL OK | |||||
| 11 SCOTT STREET | ARDMORE | OK | 73401 | OPERATIONS | $5,000 |
| ARDMORE FAMILY LITERACY | |||||
| 11 SCOTT STREET | ARDMORE | OK | 73401 | SCHOLARSHIPS | $5,000 |
| ARDMORE CITY SCHOOLS | |||||
| 701 VETERANS | ARDMORE | OK | 73401 | LEADERSHIP CLASSES | $5,000 |
| HFV WILSON | |||||
| 11 SCOTT STREET | ARDMORE | OK | 73401 | OPERATIONS | $5,000 |
| ARDMORE MIDDLE SCHOOL | |||||
| 701 VETERANS | ARDMORE | OK | 73401 | RISE PROGRAM | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,740 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $9,416 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,530 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $101,686 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,686 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | TO BENEFIT THE ELDERLY AND YOUTH. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,760 | Amt |
| Disbursements Charitable Prps | $3,760 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UMB | BondNm |
| EOY Book Value | $373,350 | EOYBookValueAmt |
| EOYFMV | $373,350 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UMB | StockNm |
| EOY Book Value | $1,805,066 | EOYBookValueAmt |
| EOYFMV | $1,805,066 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UMB | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $51,911 | BookValueAmt |
| EOYFMV | $51,911 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | O&G ROYALTY MINERALS | Desc |
| BOY Book Value | $379,135 | BOYBookValueAmt |
| EOY Book Value | $379,135 | EOYBookValueAmt |
| EOYFMV | $379,135 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE EXPENSE | $929 | $929 |
| AUTO EXPENSE | $1,929 | $1,929 |
| RENT | $1,685 | $1,685 |
| BANK SERVICE CHARGES | $20 | $20 |
| MEALS | $1,870 | $1,870 |
| MEETING EXPENSES | $780 | $780 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | XTO ENERGY | Desc |
| Revenue And Expenses Per Books | $9,416 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,416 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,416 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $240,279 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $2,126 | BOYBookValueAmt |
| EOY Book Value | $2,478 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $21,590 | Amt |
| Net Investment Income | $21,590 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| TAXES-ROYALTIES | $753 | |
| TAXES-PAYROLL | $7,084 | $7,084 |