THE DAUBE FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE DAUBE FAMILY FOUNDATION INC (EIN 20-2021253)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-10-26
- IRS object ID
- 202043009349100004
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-26T08:18:55-05:00 | 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 | 202021253 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAUBE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAUB | BusinessNameControlTxt |
| Phone | 5802237403 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 38 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 734020038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEON SIMMS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5802237403 | PhoneNum |
| Signature | 2020-09-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN D HOWARD CPA | PreparerPersonNm |
| PTIN | P00352638 | 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 | 2020-09-24 | IPDt |
| IP Tm | 17:18:41 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A0B92FE1FCE9FB456EE90F57BC34BB2B0A496710 | 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 | $2,520,812 | 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 | $155,631 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $155,631 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,504 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,504 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $199,135 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $199,135 | 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 | $1,563 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,563 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,946 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,509 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,563 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $118,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $118,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $122,409 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,563 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $118,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $76,726 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,572 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,866 | CashBOYAmt |
| Cash EOY | $12,456 | CashEOYAmt |
| Cash EOYFMV | $12,456 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,853,309 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,927,445 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,508,356 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,863,175 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,939,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,520,812 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,863,175 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,939,901 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,863,175 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,939,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,863,175 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,939,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,863,175 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $76,726 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,939,901 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,939,901 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITY | PropertyDesc |
| Gross Sales Price | $125,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $81,496 | CostOrOtherBasisAmt |
| Gain Or Loss | $43,504 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $43,504 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,504 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $110,996 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,352,399 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047184 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,299,587 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043834 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $101,463 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,105,179 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048197 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,968 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,025,518 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048367 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $86,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,048,720 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041977 | DistributionYr5Rt |
| Total Distribution | 0.229559 | TotalDistributionRt |
| Average Distribution | 0.045912 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,409,643 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $110,632 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,976 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $112,608 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $118,900 | 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 | $1,976 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,976 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,976 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,320 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $344 | OverpaymentAmt |
| Applied To ES Tax | $344 | 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 | THE DAUBE COMPANY | IndividualWithBooksNm |
| Phone | 5802237403 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 38 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73402 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL SIMMS | ||||||||
| PO BOX 38 | ARDMORE | OK | 73402 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SAM DAUBE | ||||||||
| PO BOX 38 | ARDMORE | OK | 73402 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LEON SIMMS | ||||||||
| PO BOX 38 | ARDMORE | OK | 73402 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BAILEY ANN SIMMS-BROUGHTON | ||||||||
| PO BOX 38 | ARDMORE | OK | 73402 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LEE DAUBE | ||||||||
| PO BOX 38 | ARDMORE | OK | 73402 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAVID DAUBE | ||||||||
| PO BOX 38 | ARDMORE | OK | 73402 | TRUSTEE | 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 |
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 | $2,437,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,635 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,446,338 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,446,338 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,695 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,409,643 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,482 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,482 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,976 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,976 | TotalTaxAmt |
| Distributable Before Adj | $118,506 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $118,506 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $118,506 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $118,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $118,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,976 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $116,924 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,506 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $114,225 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $118,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $114,225 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,675 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $113,831 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL SIMMS | ContributingManagerNm |
| Contributing Manager | SAM DAUBE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 120 WALL STREET 29TH FLOOR | NEW YORK | NY | 10005 | PUBLIC | GENERAL SUPPORT | $1,200 | |
| ARDMORE CITY SCHOOLS | |||||||
| 800 M ST NE | ARDMORE | OK | 73401 | PUBLIC | SUPPORT OF CHILDREN PROGRAMS | $2,500 | |
| ARDMORE DAY NURSERY | |||||||
| 320 D ST NW | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $3,500 | |
| ARDMORE SOUP KITCHEN | |||||||
| 2207 RIDGEWAY ST SW | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $7,500 | |
| BARNABAS FOUNDATION | |||||||
| 3801 EAGLE NEST DRIVE SUITE B | CRETE | IL | 60417 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| CASA | |||||||
| 20 B ST SW | ARDMORE | OK | 73401 | PUBLIC | SUPPORT OF CHILDREN PROGRAMS | $3,500 | |
| CITIES IN SCHOOLS | |||||||
| 10 WEST MAIN STREET SUITE 313 | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $500 | |
| COMMUNITY CHILDREN'S SHELTER | |||||||
| 15 MONROE ST NE | ARDMORE | OK | 73401 | PUBLIC | SUPPORT OF CHILDREN PROGRAMS | $3,500 | |
| DORNICK HILLS HISTORICAL FOUNDATION | |||||||
| PO BOX 242 | ARDMORE | OK | 73402 | PUBLIC | GENERAL SUPPORT | $37,500 | |
| FOOD AND RESOURCES CENTER OF SOUTH CENTRAL OKLAHOMA INC | |||||||
| PO BOX 756 | ARDMORE | OK | 73402 | PUBLIC | ASSISTANCE FOR THE NEEDY | $7,500 | |
| GIRLS ON THE RUN OF SOUTHERN OKLAHOMA | |||||||
| 911 W BROADWAY SUITE 110 | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $500 | |
| GODDARD CENTER | |||||||
| 401 1ST SW | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $4,000 | |
| GOOD SHEPHERD COMMUNITY CLINIC | |||||||
| 20 12TH AVE NW | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT OF MEDICAL CLINIC | $5,000 | |
| GRACE CENTER OF SO OKLAHOMA | |||||||
| 11 A ST NE | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $7,500 | |
| HEROES WITH HOPE FOR SOUTHERN OKLAHOMA | |||||||
| 16 E ST SW STE 103 | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $3,500 | |
| KATHRYN GRACE FOUNDATION | |||||||
| 520 S ROCKFORD RD | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| MARINES TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | PUBLIC | SUPPORT OF CHILDREN PROGRAMS | $3,500 | |
| MILL CREEK SCHOOLS | |||||||
| 602 SOUTH CHICKASAW AVE | MILL CREEK | OK | 74856 | PUBLIC | GENERAL SUPPORT | $1,500 | |
| MURRAY COUNTY CHARITABLE ENDEAVORS FOUNDATION INC | |||||||
| PO BOX 130 | SULPHUR | OK | 73086 | GENERAL SUPPORT | $1,200 | ||
| OKLAHOMA ASSOCIATION FOR RETARDED CITIZENS | |||||||
| 49 HERITAGE | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $500 | |
| POWDER RIVER FIRE DISTRICT | |||||||
| 538 SUSSEX LN | KAYCEE | WY | 82639 | PUBLIC | GENERAL SUPPORT | $500 | |
| SALVATION ARMY | |||||||
| 123 A ST SW | ARDMORE | OK | 73401 | PUBLIC | ASSISTANCE FOR THE NEEDY | $7,500 | |
| SARA'S PROJECT | |||||||
| 814 16TH AVE NW | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $3,500 | |
| SULPHUR PUBLIC SCHOOLS | |||||||
| 1021 WEST 9TH STREET | SULPHUR | OK | 73086 | PUBLIC | GENERAL SUPPORT | $1,500 | |
| TEBOW NIGHT TO SHINE | |||||||
| 2220 COUNTY ROAD 210 W SUITE 108 | JACKSONVILLE | FL | 32259 | PUBLIC | GENERAL SUPPORT | $1,500 | PMB 317 |
| THE LANDING-BRIDGE ARDMORE | |||||||
| 121 F ST NW | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| THE MORE FOUNDATION | |||||||
| 301 W MAIN ST SUITE 210 | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $2,500 | |
| YW8 | |||||||
| 2502 CROSSROADS DRIVE SUITE C | ARDMORE | OK | 73401 | PUBLIC | GENERAL SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $118,900 | 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 | $155,631 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,504 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $199,135 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $199,135 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/AUDITING EXPENSE | CategoryTxt |
| Amt | $1,563 | Amt |
| Net Investment Income | $1,563 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD GLOBAL EQUITY FUND | $297,547 | $458,378 |
| VANGUARD MID-CAP GROWTH FUND | $481,262 | $641,361 |
| VANGUARD WELLINGTON FUND ADMIR | $938,616 | $1,158,879 |
| VANGUARD L.T. INV. GR ADMIRAL | $210,020 | $249,738 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,946 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |