KOHAW FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KOHAW FOUNDATION (EIN 20-8895788)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-07
- IRS object ID
- 202131589349100033
- Schema version
- 2020v4.0
- 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 Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-07T19:03:17-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 1819 SOUTHERLY RIDGE | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID TIMOTHY HILL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5802209315 | PhoneNum |
| Signature | 2021-06-03 | 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 | 2021-06-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,794,888 | 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 | $36,626 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,626 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $36,626 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,728 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,168 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,902 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,902 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $7,902 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $54,696 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,696 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $44,528 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $82,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,310 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,310 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,791 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $472 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,319 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $765 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $765 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,540 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,101 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $118,006 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,573 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,919 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $197,506 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,573 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $94,419 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$142,810 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,123 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $44,528 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,121 | CashBOYAmt |
| Cash EOY | $42,689 | CashEOYAmt |
| Cash EOYFMV | $42,689 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,296,856 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,373,064 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,373,064 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $379,135 | OtherAssetsBOYAmt |
| Other Assets EOY | $379,135 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $379,135 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,739,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,794,888 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,794,888 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,055 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,126 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,055 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,126 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,737,057 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,792,762 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,737,057 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,792,762 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,739,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,794,888 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,737,057 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$142,810 | ExcessRevenueOverExpensesAmt |
| Other Increases | $198,515 | OtherIncreasesAmt |
| Subtotal | $2,792,762 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,792,762 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| UMB-SHORT TERM SALES | P | 2020-01-08 | 2020-12-31 | $33,560 | -$33,560 | -$33,560 | |
| UMB-LONG TERM SALES | P | 2019-01-08 | 2020-12-31 | $28,237 | $28,237 | $28,237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,168 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $488 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $488 | SubtotalAmt |
| Tax Based On Investment Income | $488 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $698 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $698 | TotalPaymentsAndCreditsAmt |
| Overpayment | $210 | OverpaymentAmt |
| Applied To ES Tax | $210 | 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 |
| 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 | $55,400 | $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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $191,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,557 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $379,135 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $574,097 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $574,097 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,689 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $531,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,570 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,570 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $488 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $488 | TotalTaxAmt |
| Distributable Before Adj | $26,082 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $26,082 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $26,082 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $94,419 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $94,419 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $94,419 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,082 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $13,848 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,455 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $23,998 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,301 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $94,419 | QualifyingDistributionsAmt |
| Applied To Current Year | $26,082 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,337 | RemainingDistriFromCorpusAmt |
| Total Corpus | $123,638 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $123,638 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,848 | ExcessFromYear4Amt |
| Excess From Year3 | $17,455 | ExcessFromYear3Amt |
| Excess From Year1 | $23,998 | ExcessFromYear1Amt |
| Excess From Current Year | $68,337 | ExcessFromCurrentYearAmt |
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 (12 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 | CHURCH YOUTH & MISSIONS | $5,000 |
| COMMUNITY CHILDREN'S SHELTER | |||||
| 15 MONROE NE | ARDMORE | OK | 734020246 | ABUSED CHILDREN | $2,500 |
| BOYS AND GIRLS CLUB | |||||
| 911 W BROADWAY | ARDMORE | OK | 73401 | HEALTHY LIVING FOR GIRLS | $16,000 |
| GIRLS ON THE RUN | |||||
| 816 16TH AVE NW | ARDMORE | OK | 73401 | MARSHALL CO. CHAPTER | $5,500 |
| THE MORE FOUNDATION | |||||
| 301 WEST MAIN | ARDMORE | OK | 73401 | SCHOLARSHIPS FOR HIGH SCHOOL GRADS | $10,000 |
| ARDMORE CITY SCHOOLS-BAND | |||||
| 701 VETERANS BLVD | ARDMORE | OK | 73401 | SUPPORT PRIDE OF ARDMORE BAND PROG | $6,000 |
| TEXOMA AUTISM & BEHAVIOR | |||||
| MT WASHINGTON | ARDMORE | OK | 73401 | GRANT WISHES | $5,000 |
| 20TH DISTRICT DRUG COURT | |||||
| MT WASHINGTON ROAD | ARDMORE | OK | 73401 | PROMOTE HEALTHY LIVES | $2,000 |
| BIG 5 COMMUNITY SERVICES | |||||
| MT WASHINGTON ROAD | ARDMORE | OK | 73401 | SENIOR TRANSPORTATION | $2,500 |
| BIG 5 SORTS | |||||
| 701 VETERANS BLVD | ARDMORE | OK | 73401 | SENIOR TRANSPORTATION | $5,000 |
| BOY SCOUTS | |||||
| 701 VETERANS BLVD | ARDMORE | OK | 73401 | TO SUPPORT YOUTH IN THE COMMUNITY | $5,000 |
| IMPACT ARDMORE | |||||
| 11 SCOTT STREET | ARDMORE | OK | 73401 | GENERAL OPERATIONS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,626 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $7,902 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,491 | ExclusionAmt |
| Related Or Exempt Function Incm | -$5,323 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $60,019 | ExclusionAmt |
| Related Or Exempt Function Incm | -$5,323 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,696 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | TO BENEFIT THE ELDERLY AND YOUTH. |
| 8 | TO GENERATE FUNDS FOR GRANTS |
| 8 | TO PROVIDE FUNDS FOR GRANTS |
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 | $3,310 | Amt |
| Disbursements Charitable Prps | $3,310 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UMB | StockNm |
| EOY Book Value | $2,373,064 | EOYBookValueAmt |
| EOYFMV | $2,373,064 | 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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSE | $2,653 | $2,653 | |
| ROYALTIES-OTHER EXP | $914 | ||
| RENT | $1,800 | $1,800 | |
| BANK SERVICE CHARGES | $72 | $72 | |
| INVESTMENT FEES | $19,101 | $19,101 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | XTO ENERGY | Desc |
| Revenue And Expenses Per Books | $7,902 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,902 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,902 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $198,515 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $2,055 | BOYBookValueAmt |
| EOY Book Value | $2,126 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES-FOREIGN | |||
| TAXES-ROYALTIES | $472 | $472 | |
| TAXES-PAYROLL | $6,319 | $6,319 |