TOM S & MARYE KATE ALDRIDGE CHARITABLE & EDUCATIONAL TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TOM S & MARYE KATE ALDRIDGE CHARITABLE & EDUCATIONAL TRUST (EIN 73-1484075)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-08-31
- IRS object ID
- 202022449349100902
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-31T09:32:49-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593584193 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANDALL L SANSOM CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 87 BAYBRIDGE DRIVE | AddressLine1Txt |
| City | GULF BREEZE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32561 | 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 | 731484075 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM S & MARYE KATE ALDRIDGE CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | & EDUCATIONAL TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOMS | BusinessNameControlTxt |
| Phone | 8503847562 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 VIA DE LUNA DRIVE | AddressLine1Txt |
| City | PENSACOLA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32561 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM S ALDRIDGE | PersonNm |
| Person Title | VICE CHAIRMAN | PersonTitleTxt |
| Phone | 8503847562 | PhoneNum |
| Signature | 2020-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00183821 | PTIN |
| Phone | 8509325335 | PhoneNum |
| Preparation | 2020-08-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.85.219.62 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-29 | IPDt |
| IP Tm | 19:03:52 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 49F069E6BFEFC42CDB50B3FFB3891DE005E0EC23 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,496,238 | 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 | $107,932 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,932 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,728 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $220,479 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,728 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $137,660 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $137,660 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $46,940 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $46,940 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,375 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,380 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $35,380 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Trav Conf Meeting Rev And Expnss | $18,416 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,295 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $154,406 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,380 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,940 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $279,406 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,380 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $171,940 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$141,746 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,280 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,360 | CashBOYAmt |
| Cash EOY | $3,412 | CashEOYAmt |
| Cash EOYFMV | $3,412 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $125,697 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $128,331 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $128,331 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $854,235 | CorporateStockBOYAmt |
| Corporate Stock EOY | $950,136 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $950,136 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $175,929 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $100,762 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $100,762 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,509,696 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,313,597 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,313,597 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,673,917 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,496,238 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,496,238 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,673,917 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,496,238 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,673,917 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,496,238 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,673,917 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,496,238 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,673,917 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$141,746 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,532,171 | SubtotalAmt |
| Other Decreases | $35,933 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,496,238 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| VAN GUARD SHORT TERM INVMT GRADE ADMIRAL | 2018-09-01 | 2019-10-02 | $89,119 | $89,288 | -$169 | -$169 | |
| ALTRIA GROUP INC | 2008-10-03 | 2019-11-25 | $39,459 | $16,320 | $23,139 | $23,139 | |
| JP MORGAN CHASE & CO 2.2% | 2015-01-05 | 2019-10-22 | $75,000 | $74,660 | $340 | $340 | |
| VAN GUARD SHORT TERM INVMT GRADE ADMIRAL | 2009-09-22 | 2019-10-02 | $10,719 | $10,483 | $236 | $236 | |
| CAPITAL GAINS DIVIDENDS | $6,182 | $6,182 | $6,182 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,728 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $143,903 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,975,036 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036202 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $187,591 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,123,355 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036615 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $156,662 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,647,452 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033709 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $153,410 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,421,558 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044836 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $153,070 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,695,509 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041421 | DistributionYr5Rt |
| Total Distribution | 0.192783 | TotalDistributionRt |
| Average Distribution | 0.038557 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $129,767 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,003 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,023 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,026 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $171,940 | 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 | $1,023 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,023 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,023 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,760 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $2,734 | OverpaymentAmt |
| Applied To ES Tax | $1,040 | AppliedToESTaxAmt |
| Refund | $1,694 | 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 | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM S ALDRIDGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8503847562 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 VIA DE LUNA DRIVE | AddressLine1Txt |
| City | PENSACOLA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32561 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT S ALDRIDGE | ||||||||
| 3035 NW 63RD | OKLAHOMA CITY | OK | 73116 | DIRECTOR | 5.00 | $25,796 | $0 | $0 |
| JAKE ALDRIDGE | ||||||||
| 3035 NW 63RD | OKLAHOMA CITY | OK | 73116 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| TOM S ALDRIDGE II | ||||||||
| 3035 NW 63RD | OKLAHOMA CITY | OK | 73116 | DIRECTOR | 10.00 | $21,144 | $0 | $0 |
| BARBARA FORRESTER | ||||||||
| 3035 NW 63RD | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 5.00 | $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 |
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 | $131,743 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $131,743 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $131,743 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,976 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $129,767 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,023 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,023 | TotalTaxAmt |
| Distributable Before Adj | $5,465 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,465 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,465 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $171,940 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $171,940 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,023 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $170,917 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,465 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $51,120 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $171,940 | QualifyingDistributionsAmt |
| Applied To Year1 | $51,120 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,465 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $115,355 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $115,355 | 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 | $115,355 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $115,355 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TOM S ALDRIDGE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 VIA DE LUNA DRIVE | AddressLine1Txt |
| City | PENSACOLA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32561 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8503847562 | RecipientPhoneNum |
| Recipient Email Address | TOMALDRIDGE2000@YAHOO.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NO PARTICULAR FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE AT THE TIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | MAINLY EDUCATIONAL | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CAVETT KIDS FOUNDATION | ||||||
| 3801 CLASSEN BLVD | OKLAHOMA CITY | OK | 73118 | NONE | CHARITABLE - 2020 BEACH CAMP | $10,000 |
| AHERO | ||||||
| 775 OLD MONTGOMERY HWY | SHORTER | AL | 36075 | NONE | CHARITABLE - VETERANS SPONSOR | $10,000 |
| TAKE STOCK IN CHILDREN | ||||||
| 3000 NE 30TH PLACE STE 409 | FT LAUDERDALE | FL | 33306 | NONE | CHARITABLE - CHILDRENS' SPONSOR | $10,000 |
| HOME INTEGRATION INC | ||||||
| 1900 W MACARTHUR | SHAWNEE | OK | 74804 | NONE | CHARITABLE - BUILDING & PROGRAM CAMPAIGN FACILITIES | $20,000 |
| LEAD LEARN LIVE | ||||||
| PO BOX 1952 | OWASSO | OK | 74055 | NONE | CHARITABLE - SPONSOR SCHOLARS AT NORTHEASTERN STATE UNIVERSITY | $5,000 |
| LONE OAK PUBLIC LIBRARY | ||||||
| 102 JONES ST | LONE OAK | TX | 75453 | NONE | CHARITABLE - LIBRARY GRANT | $10,000 |
| OKLAHOMA SHERRIFS' ASSOCIATION | ||||||
| 1615 S STATE STREET | EDMOND | OK | 73013 | NONE | CHARITABLE - OSA DEPUTY RUSTY ALDRIDGE SCHOLARSHIP | $5,000 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | ||||||
| 900 N PORTLAND AVE | OKLAHOMA CITY | OK | 73107 | NONE | EDUCATIONAL - LAVERNE R. ALDRIDGE NURSING SCHOLARSHIP | $9,000 |
| ROGERS STATE UNIVERSITY FOUNDATION | ||||||
| 1701 WILL ROGERS BLVD | CLAREMORE | OK | 74017 | NONE | EDUCATIONAL - ROBERT S. ALDRIDGE RESTRICTED SCHOLARSHIP | $2,500 |
| ROGERS STATE UNIVERSITY FOUNDATION | ||||||
| 1701 WILL ROGERS BLVD | CLAREMORE | OK | 74017 | NONE | EDUCATIONAL - BUSINESS INFORMATION TECHNOLOGY SCHOLARSHIP | $6,000 |
| UNIVERSITY OF CENTRAL OKLAHOMA FOUNDATION | ||||||
| 100 N UNIVERSITY DR | EDMOND | OK | 73034 | NONE | EDUCATIONAL - DDS MUSIC THEATRE CAMP | $2,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATION | ||||||
| 100 TIMBERDELL | NORMAN | OK | 73069 | NONE | EDUCATIONAL - PRICE COLLEGE OF BUSINESS TOM & MARYE KATE ALDRIDGE BUSINESS SCHOLARSHIP | $11,000 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | ||||||
| 900 N PORTLAND AVE | OKLAHOMA CITY | OK | 73107 | NONE | EDUCATIONAL - ROBERT S. ALDRIDGE ARMED FORCES SCHOLARSHIP | $2,500 |
| UNIVERSITY OF CENTRAL OKLAHOMA FOUNDATION | ||||||
| 100 N UNIVERSITY DR | EDMOND | OK | 73034 | NONE | EDUCATIONAL - ROBERT S. ALDRIDGE ARMED FORCES SCHOLARSHIP | $2,000 |
| UNIVERSITY OF CENTRAL OKLAHOMA FOUNDATION | ||||||
| 100 N UNIVERSITY DR | EDMOND | OK | 73034 | NONE | EDUCATIONAL - BOB E. PALMER SCHOLARSHIP FOR VISUAL ARTS | $500 |
| UNIVERSITY OF CENTRAL OKLAHOMA FOUNDATION | ||||||
| 100 N UNIVERSITY DR | EDMOND | OK | 73034 | NONE | EDUCATIONAL - ALDRIDGE SPECIAL EDUCATION SCHOLARSHIP | $1,000 |
| UNIVERSITY OF CENTRAL OKLAHOMA FOUNDATION | ||||||
| 100 N UNIVERSITY DR | EDMOND | OK | 73034 | NONE | EDUCATIONAL - DR. HOMER COKER PHYSICAL EDUCATION SCHOLARSHIP | $6,000 |
| BREVARD RESCUE MISSION | ||||||
| 4087 US HWY 1 STE 2 | ROCKLEDGE | FL | 32955 | NONE | CHARITABLE - BUILDING CAMPAIGN, CHILDREN'S PLAYGROUND | $10,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATION | ||||||
| 100 TIMBERDELL | NORMAN | OK | 73069 | NONE | EDUCATIONAL - PRICE COLLEGE OF BUSINESS ROBERT S. ALDRIDGE ARMED FORCES SCHOLARSHIP | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,932 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,182 | ExclusionAmt |
| Related Or Exempt Function Incm | $23,546 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $114,114 | ExclusionAmt |
| Related Or Exempt Function Incm | $23,546 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $137,660 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | GAINS ARE USED TO PROVIDE ADDITIONAL FUNDS AVAILABLE FOR REINVESTMENT | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PARALLEL FEES | CategoryTxt |
| Amt | $35,380 | Amt |
| Net Investment Income | $35,380 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PARALLEL ADVISORS LLC - BONDS | BondNm |
| EOY Book Value | $100,762 | EOYBookValueAmt |
| EOYFMV | $100,762 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PARALLEL ADVISORS LLC - STOCKS | StockNm |
| EOY Book Value | $950,136 | EOYBookValueAmt |
| EOYFMV | $950,136 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARALLEL ADVISORS LLC - MUTUAL FUNDS | AT COST | $875,738 | $875,738 |
| PARALLEL ADVISORS LLC - EXCHANGE TRADED PRODUCTS | AT COST | $437,859 | $437,859 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCOUNTING | CategoryTxt |
| Legal Fees | $12,375 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASES IN TEMPORARY BALANCES | Desc |
| Amt | $35,933 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUTOMOBILE EXPENSE | $9,996 | $0 | $0 | $0 |
| OFFICE EXPENSE | $6,329 | $0 | $0 | $0 |
| TELEPHONE | $5,246 | $0 | $0 | $0 |
| UTILITIES | $11,082 | $0 | $0 | $0 |
| BANK CHARGES | $12 | $0 | $0 | $0 |
| DISCRETIONARY GRANTS | $8,630 | $0 | $0 | $0 |