BETA KAPPA OF SIGMA CHI WHITE CROSS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BETA KAPPA OF SIGMA CHI WHITE CROSS FOUNDATION (EIN 30-0407306)
- Tax period
- 2020-08-01 to 2021-07-31
- Filed
- 2021-12-15
- IRS object ID
- 202113499349100306
- Schema version
- 2020v4.1
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-15T08:42:32-08:00 | ReturnTs |
| Tax Period End | 2021-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lindy Robinson Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 W Gray St 509 | AddressLine1Txt |
| City | Norman | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300407306 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beta Kappa of Sigma Chi White Cross Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETA | BusinessNameControlTxt |
| Phone | 4053649134 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 W Gray | AddressLine1Txt |
| City | Norman | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Garnett Haubelt | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 4053649134 | PhoneNum |
| Signature | 2021-11-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Garnett | PersonFirstNm |
| Person Last | Haubelt | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Euretta Robinson | PreparerPersonNm |
| PTIN | P00748180 | PTIN |
| Phone | 4053649134 | PhoneNum |
| Preparation | 2021-12-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $406,464 | 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 |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,258 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,258 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,258 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $8,267 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,267 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,267 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,389 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $210 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $210 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $210 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $124 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $124 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $124 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,723 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $334 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $334 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,723 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $334 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $334 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,456 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,933 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,933 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,777 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,765 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,765 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $76 | AcctRcvblAmt |
| Acct Rcvbl EOY | $76 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $76 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Inventories BOY | $47,487 | InventoriesBOYAmt |
| Inventories EOY | $47,487 | InventoriesEOYAmt |
| Inventories EOYFMV | $47,487 | InventoriesEOYFMVAmt |
| Corporate Stock BOY | $115,061 | CorporateStockBOYAmt |
| Corporate Stock EOY | $115,061 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $252,304 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Mortgage Loans BOY | $67,111 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $50,594 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $50,594 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $37,241 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,238 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,238 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $292,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $269,221 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $406,464 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $292,677 | RetainedEarningBOYAmt |
| Retained Earning EOY | $269,221 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $292,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $269,221 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $292,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $269,221 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $292,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,456 | ExcessRevenueOverExpensesAmt |
| Subtotal | $269,221 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $269,221 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $110 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $110 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $110 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $76 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $76 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $76 | OriginalReturnTaxPaidAmt |
| Tax Due | $34 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lindy Robinson Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4053649134 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 W Gray Ste 509 | AddressLine1Txt |
| City | Norman | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73069 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| William R Grimm | ||||||||
| 110 W 7th St Ste 900 | Tulsa | OK | 74119 | Director | 10.00 | $0 | $0 | $0 |
| Garnett W Haubelt | ||||||||
| 5424 NW 132nd St | Oklahoma City | OK | 73142 | Director | 10.00 | $0 | $0 | $0 |
| Scott Milburn | ||||||||
| 121 E 43rd Pl | Tulsa | OK | 74105 | Director | 10.00 | $0 | $0 | $0 |
| Peter Brolick | ||||||||
| 668 W 77th St | Tulsa | OK | 74132 | Director | 10.00 | $0 | $0 | $0 |
| Nicholas Jones | ||||||||
| 110 W 7th St Suite 900 | Tulsa | OK | 74119 | Director | 10.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Provided funding to Beta Kappa of Sigma Chi fraternity at the University of Oklahoma for scholastic scholarships to the men with 3.5 & above grade point averages. | Description1Txt |
| Expenses1 | $30,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $223,356 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,102 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $135,319 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $385,777 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $385,777 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,787 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $379,990 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $30,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $30,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $89,131 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $65,759 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,067 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,250 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $210,207 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $30,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $240,207 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $89,131 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $151,076 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $65,759 | ExcessFromYear4Amt |
| Excess From Year3 | $17,067 | ExcessFromYear3Amt |
| Excess From Year2 | $10,000 | ExcessFromYear2Amt |
| Excess From Year1 | $28,250 | ExcessFromYear1Amt |
| Excess From Current Year | $30,000 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,933 | CurrentYearAmt |
| Year1 | $6,212 | Year1Amt |
| Year2 | $9,899 | Year2Amt |
| Year3 | $10,516 | Year3Amt |
| Total | $34,560 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,743 | CurrentYearAmt |
| Year1 | $5,280 | Year1Amt |
| Year2 | $8,414 | Year2Amt |
| Year3 | $8,939 | Year3Amt |
| Total | $29,376 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $30,000 | CurrentYearAmt |
| Year1 | $28,250 | Year1Amt |
| Year2 | $10,000 | Year2Amt |
| Year3 | $17,067 | Year3Amt |
| Total | $85,317 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $30,000 | CurrentYearAmt |
| Year1 | $28,250 | Year1Amt |
| Year2 | $10,000 | Year2Amt |
| Year3 | $17,067 | Year3Amt |
| Total | $85,317 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19,000 | CurrentYearAmt |
| Year1 | $19,376 | Year1Amt |
| Year2 | $14,584 | Year2Amt |
| Year3 | $8,939 | Year3Amt |
| Total | $61,899 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Beta Kappa of Sigma Chi | ||||||
| 330 W Gray Suite 509 | Norman | OK | 73069 | 501c7 | Scholarships | $20,000 |
| Beta Kappa of Sigma Chi | ||||||
| 330 W Gray Suite 509 | Norman | OK | 73069 | 501c7 | Covid 19 Assistance | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $9 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 3 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,258 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 3 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 5 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,267 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,267 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 & 4 | This Foundation was classifed as 501(c)(3) and a private foundation |
| 3 & 4 | under Sec 509(a) on October 22, 2002 by the Cincinnati, Ohio offices |
| 3 & 4 | of the IRS. |
| 3 & 4 | The purpose of this Foundation is to award scholarship grants to the |
| 3 & 4 | men of the Sigma Chi Fraternity at the University of Oklahoma. |
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 | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beta Kappa of Sigma Chi | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501 (c)(7) | OrganizationTypeDesc |
| Relationship Description | Historic & continuing | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | The Lindy Robinson Co Accounting | CategoryTxt |
| Amt | $1,389 | Amt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990-PF Explanation Regarding Part VII-A Line 8B | FormAndLineReferenceDesc |
| Medium Explanation | The State of Oklahoma does not require a copy of Form 990-PF toThe State of Oklahoma does not require a copy of Form 990-PF toThe State of Oklahoma does not require a copy of Form 990-PF to | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Bookings Holdings Inc | $9,996 | $30,496 |
| SPDR S&P 500 ETF | $100,084 | $212,677 |
| Energy Inc | $4,981 | $9,131 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Beta Kappa Investors LLC | CategoryOrItemTxt |
| Book Value | $37,238 | BookValueAmt |
| EOYFMV | $37,238 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Organization Cost | $5,000 | $5,000 | $5,000 |
| Less: Accumulated Amortization | -$5,000 | -$5,000 | -$5,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Tax | CategoryTxt |
| Amt | $124 | Amt |
| Net Investment Income | $124 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $124 | AdjustedNetIncomeAmt |