BETA KAPPA OF SIGMA CHI WHITE CROSS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BETA KAPPA OF SIGMA CHI WHITE CROSS FOUNDATION (EIN 30-0407306)
- Tax period
- 2019-08-01 to 2020-07-31
- Filed
- 2021-06-18
- IRS object ID
- 202131699349100703
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-18T13:13:51-07:00 | ReturnTs |
| Tax Period End | 2020-07-31 | 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 | 2019-08-01 | 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 | William Grimm | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 4053649134 | PhoneNum |
| Signature | 2021-04-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Euretta Robinson | PreparerPersonNm |
| PTIN | P00748180 | PTIN |
| Phone | 4053649134 | PhoneNum |
| Preparation | 2021-06-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $368,324 | 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 | $18,085 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $25 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,402 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,402 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,402 | 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 | $24,512 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,427 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,427 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,532 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $215 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $215 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $215 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,808 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $215 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $215 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,058 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $215 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $215 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,212 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,212 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,002 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,777 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,777 | SavAndTempCashInvstEOYFMVAmt |
| 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 | $115,062 | CorporateStockBOYAmt |
| Corporate Stock EOY | $115,061 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $190,708 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Mortgage Loans BOY | $74,406 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $67,111 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $67,111 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $19,266 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,241 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,241 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $298,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $292,677 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $368,324 | 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 | $298,223 | RetainedEarningBOYAmt |
| Retained Earning EOY | $292,677 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $298,223 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $292,677 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $298,223 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $292,677 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $298,223 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,546 | ExcessRevenueOverExpensesAmt |
| Subtotal | $292,677 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $292,677 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $10,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $291,684 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034284 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,067 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $286,989 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059469 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,632 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $290,438 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.225976 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,031 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $299,956 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.296814 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,751 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $167,598 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.290881 | DistributionYr5Rt |
| Total Distribution | 0.907424 | TotalDistributionRt |
| Average Distribution | 0.181485 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $387,515 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $70,328 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $62 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $70,390 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $124 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $124 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $124 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $200 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$200 | OriginalReturnOverpaymentAmt |
| Overpayment | $76 | OverpaymentAmt |
| Applied To ES Tax | $76 | 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 | Yes (true) | 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 | $28,250 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $212,526 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,051 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $151,839 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $393,416 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $393,416 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,901 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $387,515 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,376 | 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 | $28,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $38,649 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $89,131 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $65,759 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,067 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $220,606 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,250 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $28,250 | RemainingDistriFromCorpusAmt |
| Total Corpus | $248,856 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $38,649 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $210,207 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $89,131 | ExcessFromYear4Amt |
| Excess From Year3 | $65,759 | ExcessFromYear3Amt |
| Excess From Year2 | $17,067 | ExcessFromYear2Amt |
| Excess From Year1 | $10,000 | ExcessFromYear1Amt |
| Excess From Current Year | $28,250 | 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 | $6,212 | CurrentYearAmt |
| Year1 | $9,899 | Year1Amt |
| Year2 | $10,516 | Year2Amt |
| Year3 | $14,522 | Year3Amt |
| Total | $41,149 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,280 | CurrentYearAmt |
| Year1 | $8,414 | Year1Amt |
| Year2 | $8,939 | Year2Amt |
| Year3 | $12,344 | Year3Amt |
| Total | $34,977 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $28,250 | CurrentYearAmt |
| Year1 | $10,000 | Year1Amt |
| Year2 | $17,067 | Year2Amt |
| Year3 | $65,759 | Year3Amt |
| Total | $121,076 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $28,250 | CurrentYearAmt |
| Year1 | $10,000 | Year1Amt |
| Year2 | $17,067 | Year2Amt |
| Year3 | $65,759 | Year3Amt |
| Total | $121,076 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $9,681 | Year3Amt |
| Total | $9,681 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beta Kappa of Sigma Chi | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 W Gray Suite 509 | AddressLine1Txt |
| City | Norman | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501c8 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Scholarships | GrantOrContributionPurposeTxt |
| Amt | $28,250 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,250 | 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 | $25 | 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 | $6,402 | 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 | $6,427 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,427 | 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)(8) | OrganizationTypeDesc |
| Relationship Description | Historic & continuing | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Edward Howard | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9212 Guernsey Lane | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $17,835 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Edward Howard interest in partnership | NoncashPropertyDesc |
| Fair Market Value | $17,835 | FairMarketValueAmt |
| Received | 2019-09-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | The Lindy Robinson Co Accounting | CategoryTxt |
| Amt | $1,532 | 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 | $23,270 |
| SPDR S&P 500 ETF | $100,084 | $158,362 |
| Energy Inc | $4,981 | $9,076 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Beta Kappa Investors LLC | CategoryOrItemTxt |
| Book Value | $37,241 | BookValueAmt |
| EOYFMV | $37,241 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Postage | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |