JOE & JEAN PALMER ENDOWMENT FUND: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOE & JEAN PALMER ENDOWMENT FUND (EIN 73-1593688)
- Tax period
- 2019-03-01 to 2020-02-29
- Filed
- 2020-07-15
- IRS object ID
- 202041979349102354
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T17:09:26-05:00 | ReturnTs |
| Tax Period End | 2020-02-29 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731185089 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARLEDGE & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 N BRYANT AVENUE | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731593688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOE & JEAN PALMER ENDOWMENT FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOE& | BusinessNameControlTxt |
| Phone | 5802520629 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2915 S 13TH STREET | AddressLine1Txt |
| City | DUNCAN | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 735339086 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN CHURCHMAN | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 5802520629 | PhoneNum |
| Signature | 2020-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSH MULLINS | PreparerPersonNm |
| PTIN | P01602326 | PTIN |
| Phone | 4053480615 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.174.186.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-13 | IPDt |
| IP Tm | 11:47:28 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F82C55A39C3F04FB0C9541569BF54903A84DFF8D | 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 | $223,182 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $16,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,679 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,679 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,005 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,005 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,005 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,684 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,684 | 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 | $1,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,575 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $913 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $913 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,488 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $913 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,488 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $913 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,575 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,196 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,771 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,726 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,786 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,786 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $211,123 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $216,396 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $216,396 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $219,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $223,182 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $223,182 | 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 | $219,849 | RetainedEarningBOYAmt |
| Retained Earning EOY | $223,182 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $219,849 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $223,182 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $219,849 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $223,182 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $219,849 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,196 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $226,045 | SubtotalAmt |
| Other Decreases | $2,863 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $223,182 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| LOOMIS SAYLES BOND FUND | 2016-01-01 | 2019-11-19 | $20,091 | $21,000 | -$909 | -$909 | |
| CAPITAL GAINS DIVIDENDS | $4,914 | $4,914 | $4,914 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,005 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $219,228 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041053 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,970 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $209,974 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052245 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,181 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $195,812 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041780 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,729 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $197,811 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044128 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,974 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $208,459 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062238 | DistributionYr5Rt |
| Total Distribution | 0.241444 | TotalDistributionRt |
| Average Distribution | 0.048289 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $227,544 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,988 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $88 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,076 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,575 | 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 | $88 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $88 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $88 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $88 | TaxDueAmt |
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 | WWW.NRWA.ORG | WebsiteAddressTxt |
| Individual With Books | NATIONAL RURAL WATER ASSOCIATION | IndividualWithBooksNm |
| Phone | 5802520629 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2915 S 13TH ST | AddressLine1Txt |
| City | DUNCAN | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73533 | 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 |
|---|---|---|---|---|---|---|---|---|
| SAM WADE | ||||||||
| 2915 S 13TH ST | DUNCAN | OK | 73533 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| MATTHEW HOLMES | ||||||||
| 2915 S 13TH ST | DUNCAN | OK | 73533 | VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| BRIAN CHURCHMAN | ||||||||
| 2915 S 13TH ST | DUNCAN | OK | 73533 | SECRETARY/TREASURER | 0.10 | $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 | $221,085 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,924 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $231,009 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $231,009 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,465 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $227,544 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88 | TotalTaxAmt |
| Distributable Before Adj | $11,289 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,289 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,289 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,575 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,575 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $88 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $18,487 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,289 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,099 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,575 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,099 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,289 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,187 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,187 | 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 | $6,187 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $6,187 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NATIONAL RURAL WATER ASSOCIATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2915 S 13TH STREET | AddressLine1Txt |
| City | DUNCAN | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 735339086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5802520629 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MUST BE TYPED, WITH ALL QUESTIONS ANSWERED. IF AN ANSWER IS NOT APPLICABLE, THE DESIGNATION "N/A" SHOULD BE USED. ONCE COMPLETED, THE APPLICATION SHOULD BE PRINTED, SIGNED, AND MAILED, ALONG WITH THE APPROPRIATE TRANSCRIPT(S), TWO REFERENCE LETTERS, AND A 5X7 PHOTOGRAPH, TO THE FOLLOWING ADDRESS: NATIONAL RURAL WATER ASSOCIATION, ATTENTION SCHOLARSHIP COMMITTEE, 2915 SOUTH 13TH STREET, DUNCAN, OK 73533. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS MUST BE POSTMARKED BY JANUARY 7, 2019. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE JOE AND JEAN PALMER SCHOLARSHIP IS ONLY AVAILABLE TO CHILDREN OR STEPCHILDREN OF NRWA OR STATE AFFILIATE EMPLOYEES. THE APPLICANT MUST BE 26 YEARS OLD OR YOUNGER ON SEPTEMBER 1ST OF THE SCHOOL YEAR IN WHICH THEY WISH TO RECEIVE AID. THE SCHOLARSHIP IS NOT TO EXCEED 8 SEMESTERS, AND PROOF OF FULL TIME ENROLLMENT, A LETTER OF GOOD STANDING FROM THE APPLICABLE COLLEGE OR UNIVERSITY, AND AN OFFICIAL TRANSCRIPT MUST BE PROVIDED AT THE END OF EACH SEMESTER. THE APPLICANT MUST ALSO MAINTAIN GPA OF 2.5 OR HIGHER IN ORDER TO RECEIVE OR RETAIN THE SCHOLARSHIP. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JENNI GREEN | ||||||
| PO BOX 114 | CLOVERDALE | OR | 97112 | I | SCHOLARSHIP | $3,000 |
| JILL KEDROWSKI | ||||||
| 2614 13TH AVE SE | ST CLOUD | MN | 56304 | I | SCHOLARSHIP | $2,000 |
| CAROLINE CHERRY | ||||||
| 214 SHORES EDGE DR | CHAPIN | SC | 29036 | I | SCHOLARSHIP | $1,000 |
| JORDAN FUCHS | ||||||
| RR 1 BOX 1458 | MILL SPRING | MO | 63952 | I | SCHOLARSHIP | $2,000 |
| RACHEL HANSON | ||||||
| 18 CRESTVIEW BAY | FARIBAULT | MN | 55021 | I | SCHOLARSHIP | $2,000 |
| MOLLY O'CONNELL | ||||||
| 4510 ASHLAND | DUNCAN | OK | 73533 | I | SCHOLARSHIP | $3,000 |
| SPENCER TICE | ||||||
| PO BOX 1070 | KENO | OR | 97627 | I | SCHOLARSHIP | $2,000 |
| ELLIE PETERSEN | ||||||
| 907 4TH ST | YUTAN | NE | 68073 | I | SCHOLARSHIP | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CAROLINE CHERRY | ||||||
| 214 SHORES EDGE DR | CHAPIN | SC | 29036 | I | SCHOLARSHIP | $7,000 |
| JORDAN FUCHS | ||||||
| RR 1 BOX 1458 | MILL SPRING | MO | 63952 | I | SCHOLARSHIP | $6,000 |
| RACHEL HANSON | ||||||
| 18 CRESTVIEW BAY | FARIBAULT | MN | 55021 | I | SCHOLARSHIP | $4,000 |
| MOLLY O'CONNELL | ||||||
| 4510 ASHLAND | DUNCAN | OK | 73533 | I | SCHOLARSHIP | $4,000 |
| SPENCER TICE | ||||||
| PO BOX 1070 | KENO | OR | 97627 | I | SCHOLARSHIP | $2,000 |
| ELLIE PETERSEN | ||||||
| 907 4TH ST | YUTAN | NE | 68073 | I | SCHOLARSHIP | $2,000 |
| MITCHELL HANSON | ||||||
| 18 CRESTVIEW BAY | FARIBAULT | MN | 55021 | I | SCHOLARSHIP | $8,000 |
| RACHEL KENNARD | ||||||
| 3360 PILOT POINT ROAD | WEST SACRAMENTO | CA | 95691 | I | SCHOLARSHIP | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $41,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,679 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,005 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,684 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,684 | 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 | 4 | LineNumberTxt |
| Relationship Statement | INCREASES TO INVESTMENT BASE FOR THE ORGANIZATION'S EXEMPT BASIS. | 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 | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL RURAL WATER ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(6) | OrganizationTypeDesc |
| Relationship Description | PARENT | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL RURAL WATER ASSOCIATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2915 SOUTH 13TH STREET | AddressLine1Txt |
| City | DUNCAN | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73533 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,000 | 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 | $1,575 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,575 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $216,396 | BookValueAmt |
| EOYFMV | $216,396 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $2,727 |
| FEDERAL TAX ON INVESTMENT INCOME | $136 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGE | Desc |
| Revenue And Expenses Per Books | $913 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $913 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |