BEVERLY WESTHEIMER WELLNITZCHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BEVERLY WESTHEIMER WELLNITZCHARITABLE FOUNDATION INC (EIN 26-0718450)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-10-13
- IRS object ID
- 202012879349100106
- 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
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-13T10:16:52-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731225615 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH CARNEY & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 S COMMERCE SUITE 33 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260718450 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEVERLY WESTHEIMER WELLNITZ CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEVE | BusinessNameControlTxt |
| Phone | 5802236716 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1805 STANLEY | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL WELLNITZ | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5802236716 | PhoneNum |
| Signature | 2020-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA A HEMBREE | PreparerPersonNm |
| PTIN | P00447357 | PTIN |
| Phone | 5802261227 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.15.98.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-07 | IPDt |
| IP Tm | 07:49:24 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 786AE0574F0BBC372DA5997F65AD68AF962F5202 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 786AE0574F0BBC372DA5997F65AD68AF962F5202 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $837,901 | 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 | $7,450 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $83 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $83 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $63,610 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,610 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,687 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,708 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $67,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,693 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,065 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,065 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $556 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,621 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,065 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,621 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,065 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,835 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,628 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $119 | CashBOYAmt |
| Cash EOY | $719 | CashEOYAmt |
| Cash EOYFMV | $719 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,669 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,607 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,607 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $863,042 | CorporateStockBOYAmt |
| Corporate Stock EOY | $889,481 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $833,575 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $871,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $893,807 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $837,901 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $872,973 | CapitalStockBOYAmt |
| Capital Stock EOY | $894,808 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,143 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,001 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $871,830 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $893,807 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $871,830 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $893,807 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $871,830 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,835 | ExcessRevenueOverExpensesAmt |
| Other Increases | $142 | OtherIncreasesAmt |
| Subtotal | $893,807 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $893,807 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $18,363 | $20,285 | -$1,922 | -$1,922 |
| PUBLICLY TRADED SECURITIES | P | $15,345 | $17,110 | -$1,765 | -$1,765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,687 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,333 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $867,091 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051128 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,339 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $862,355 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049097 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,799 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $816,090 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048768 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $37,326 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $712,624 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052378 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $753,832 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040460 | DistributionYr5Rt |
| Total Distribution | 0.241831 | TotalDistributionRt |
| Average Distribution | 0.048366 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $855,117 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,359 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $616 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,975 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $616 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $616 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $616 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $680 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $64 | OverpaymentAmt |
| Applied To ES Tax | $64 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOEL WELLNITZ | IndividualWithBooksNm |
| Phone | 5802236716 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1805 STANLEY | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOEL WELLNITZ | ||||||||
| 1805 STANLEY | ARDMORE | OK | 73401 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRISTIAN O'DONNELL | ||||||||
| 2411 AUGUSTA | ARDMORE | OK | 73401 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CYD ALLEN | ||||||||
| 1045 DEER CREEK ROAD | ARDMORE | OK | 73401 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ALL CHARITABLE EXPENDITURES WILL BE MADE DIRECTLY TO 501(C)(3) ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $851,871 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,268 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $868,139 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $868,139 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,022 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $855,117 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,756 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,756 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $616 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $616 | TotalTaxAmt |
| Distributable Before Adj | $42,140 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,140 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,140 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $43,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $616 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,384 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,140 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,043 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $396 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $543 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,312 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,294 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,140 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $860 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,154 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,154 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,043 | ExcessFromYear4Amt |
| Excess From Year3 | $396 | ExcessFromYear3Amt |
| Excess From Year2 | $543 | ExcessFromYear2Amt |
| Excess From Year1 | $2,312 | ExcessFromYear1Amt |
| Excess From Current Year | $860 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A READING INC | |||||||
| 1505 N COMMERCE ST SUITE 202 | ARDMORE | OK | 73401 | N/A | PUBLIC | CONTRIBUTIONS TO THE GENERAL FUND | $2,500 |
| ARBUCKLE LIFE SOLUTIONS | |||||||
| 9 10TH AVE NW | ARDMORE | OK | 73401 | N/A | PUBLIC | CONTRIBUTIONS TO THE GENERAL FUND | $2,500 |
| ARDMORE ANIMAL SHELTER | |||||||
| 321 CAROL BROWN BLVD | ARDMORE | OK | 73401 | N/A | PUBLIC | CONTRIBUTIONS TO THE GENERAL FUND | $2,500 |
| ARDMORE PUBLIC LIBRARY | |||||||
| 320 E ST NW | ARDMORE | OK | 73401 | N/A | PUBLIC | CONTRIBUTIONS FOR THE SUMMER READING PROGRAM | $1,000 |
| ARDMORE PUBLIC SCHOOLS | |||||||
| 800 M ST NE | ARDMORE | OK | 73401 | N/A | PUBLIC | CONTRIBUTIONS TO THE SPEECH & DRAMA DEPARTMENT | $3,000 |
| ARDMORE SOUP KITCHEN | |||||||
| 303 E ST NW | ARDMORE | OK | 73401 | N/A | PUBLIC | CONTRIBUTIONS TO THE GENERAL FUND | $2,500 |
| BOYS AND GIRLS CLUB OF WILSON INC | |||||||
| 532 BIRCH ST | WILSON | OK | 73463 | N/A | PUBLIC | CONTRIBUTIONS TO THE GENERAL FUND | $3,000 |
| CHAMPION PUBLIC LIBRARY | |||||||
| 601 RAILWAY EXPRESS | ARDMORE | OK | 73401 | N/A | PUBLIC | CONTRIBUTIONS FOR THE SUMMER READING PROGRAM | $1,000 |
| COMMUNITY CHILDREN'S SHELTER | |||||||
| 15 MONROE NE | ARDMORE | OK | 73401 | N/A | PUBLIC | CONTRIBUTIONS TO THE GENERAL FUND | $2,500 |
| COURT APPOINTED SPECIAL ADVOCATES | |||||||
| 20 B ST SW ROOM 401 | ARDMORE | OK | 73401 | N/A | PUBLIC | CONTRIBUTIONS TO THE GENERAL FUND | $4,000 |
| GLORIA S AINSWORTH DAY CARE CENTER INC | |||||||
| 1220 L ST NE | ARDMORE | OK | 73401 | N/A | PUBLIC | CONTRIBUTIONS TO THE GENERAL FUND | $5,000 |
| GOOD SHEPHERD COMMUNITY CLINIC | |||||||
| 20 12TH AVE NW | ARDMORE | OK | 73401 | N/A | PUBLIC | CONTRIBUTIONS TO THE GENERAL FUND | $2,500 |
| SALVATION ARMY | |||||||
| 123 A ST SW | ARDMORE | OK | 73401 | N/A | PUBLIC | CONTRIBUTIONS TO THE GENERAL FUND | $3,000 |
| THE GRACE CENTER | |||||||
| 11 A ST NW | ARDMORE | OK | 73401 | N/A | PUBLIC | CONTRIBUTIONS TO THE GENERAL FUND | $2,500 |
| THE MORE FOUNDATION | |||||||
| 301 W MAIN ST SUITE 210 | ARDMORE | OK | 73401 | N/A | PUBLIC | CONTRIBUTIONS TO THE GENERAL FUND | $2,500 |
| IMPACT ARDMORE | |||||||
| PO BOX 1491 | ARDMORE | OK | 73401 | N/A | PUBLIC | CONTRIBUTIONS TO THE GENERAL FUND | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,610 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,687 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $60,006 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,006 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 | JOEL WELLNITZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2192 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,450 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,065 | Amt |
| Net Investment Income | $2,065 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AMERITRADE STOCKS | StockNm |
| EOY Book Value | $889,481 | EOYBookValueAmt |
| EOYFMV | $833,575 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Amt | $142 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $542 | $0 | $0 |
| FOREGIN TAX WITHHELD | $14 | $0 | $0 |