CHARLES B GODDARD FDN TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES B GODDARD FDN TRUST (EIN 75-6005868)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-10-12
- IRS object ID
- 201812859349100806
- Schema version
- 2017v2.3
- 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 Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-12T16:40:42-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731312779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rahhal Henderson Willis PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E Street SW Ste 200 | AddressLine1Txt |
| City | Ardmore | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 734014736 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756005868 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES B GODDARD FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5802266040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1485 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM R GODDARD JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5802266040 | PhoneNum |
| Signature | 2018-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | M Elizabeth Willis | PreparerPersonNm |
| PTIN | P01419015 | PTIN |
| Phone | 5802236454 | PhoneNum |
| Preparation | 2018-09-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 159.118.224.38 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-11 | IPDt |
| IP Tm | 08:47:11 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 872338CFCF5C7E90E37D0B6896BEC6D0BC98E4B5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 872338CFCF5C7E90E37D0B6896BEC6D0BC98E4B5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,114,850 | 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 | $599,102 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,224 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,224 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $285,491 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $285,491 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $656,160 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,605,085 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $656,160 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,541,977 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $942,875 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,010 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,491 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $115 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,606 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $502,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $502,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $519,385 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,606 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $508,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,022,592 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $938,269 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $225,684 | CashBOYAmt |
| Cash EOY | $304,366 | CashEOYAmt |
| Cash EOYFMV | $304,366 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $417,961 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $734,764 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $734,764 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,666,568 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,295,715 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,072,200 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $5,560 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,520 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,520 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,315,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,338,365 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,114,850 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,315,773 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,338,365 | 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 | $5,315,773 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,338,365 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,315,773 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,338,365 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,315,773 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,022,592 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,338,365 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,338,365 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALTRIA GROUP | P | 2012-04-04 | 2017-11-13 | $4,688 | $2,245 | $2,443 | $2,443 |
| ALTRIA GROUP | P | 2017-02-03 | 2017-11-13 | $11,394 | $12,577 | -$1,183 | -$1,183 |
| AMAZON.COM INC | P | 2017-02-03 | 2017-11-13 | $5,669 | $4,056 | $1,613 | $1,613 |
| DONALDSON CO INC | P | 2015-11-17 | 2017-11-13 | $8,325 | $5,381 | $2,944 | $2,944 |
| DONALDSON CO INC | P | 2017-02-03 | 2017-11-13 | $11,100 | $10,195 | $905 | $905 |
| HONEYWELL INT'L | P | 2013-04-22 | 2017-11-13 | $722 | $371 | $351 | $351 |
| JM SMUCKER | P | 2013-04-22 | 2017-11-13 | $3,185 | $3,093 | $92 | $92 |
| JM SMUCKER | P | 2016-01-13 | 2017-11-13 | $3,185 | $3,593 | -$408 | -$408 |
| NORTHROP GRUMMAN CORP | P | 2017-02-03 | 2017-11-13 | $5,938 | $4,620 | $1,318 | $1,318 |
| SHERWIN WILLIAMS | P | 2016-01-13 | 2017-11-13 | $11,688 | $7,259 | $4,429 | $4,429 |
| CHURCH & DWIGHT CO | P | 2011-09-09 | 2017-11-30 | $4,947 | $2,209 | $2,738 | $2,738 |
| CHURCH & DWIGHT CO | P | 2012-01-04 | 2017-11-30 | $40,042 | $19,223 | $20,819 | $20,819 |
| CHURCH & DWIGHT CO | P | 2012-02-10 | 2017-11-30 | $16,488 | $8,290 | $8,198 | $8,198 |
| DANAHER CORP | P | 2013-04-22 | 2017-11-30 | $4,145 | $1,983 | $2,162 | $2,162 |
| DANAHER CORP | P | 2017-02-03 | 2017-11-30 | $5,840 | $5,180 | $660 | $660 |
| MCCORMICK & CO | P | 2011-08-16 | 2018-01-26 | $10,668 | $4,626 | $6,042 | $6,042 |
| MCCORMICK & CO | P | 2012-05-18 | 2018-01-26 | $26,669 | $14,119 | $12,550 | $12,550 |
| MCCORMICK & CO | P | 2012-06-06 | 2018-01-26 | $21,335 | $11,126 | $10,209 | $10,209 |
| GENERAL DYNAMICS CORP | P | 2009-03-25 | 2018-01-26 | $70,868 | $12,582 | $58,286 | $58,286 |
| LOCKHEED MARTIN CORP | P | 2017-02-03 | 2018-01-26 | $23,942 | $17,787 | $6,155 | $6,155 |
| DOWDUPONT | P | 1999-10-18 | 2018-01-26 | $49,086 | $30,032 | $19,054 | $19,054 |
| UNION PACIFIC CORP | P | 2015-07-14 | 2018-01-26 | $12,735 | $9,216 | $3,519 | $3,519 |
| UNION PACIFIC CORP | P | 2016-01-13 | 2018-01-26 | $10,322 | $5,719 | $4,603 | $4,603 |
| AT&T | P | 2002-01-29 | 2018-01-26 | $37,549 | $36,790 | $759 | $759 |
| AT&T | P | 2002-05-14 | 2018-01-26 | $37,549 | $33,175 | $4,374 | $4,374 |
| AT&T | P | 2002-06-25 | 2018-01-26 | $37,549 | $30,806 | $6,743 | $6,743 |
| AT&T | P | 2002-07-22 | 2018-01-26 | $11,265 | $7,329 | $3,936 | $3,936 |
| AT&T | P | 2002-07-22 | 2018-01-26 | $7,504 | $4,886 | $2,618 | $2,618 |
| AT&T | P | 2008-03-10 | 2018-01-26 | $46,937 | $43,333 | $3,604 | $3,604 |
| CANADIAN NATIONAL RAILWAY | P | 2012-01-04 | 2018-02-26 | $17,158 | $8,639 | $8,519 | $8,519 |
| CANADIAN NATIONAL RAILWAY | P | 2012-05-18 | 2018-02-26 | $19,497 | $9,955 | $9,542 | $9,542 |
| CANADIAN NATIONAL RAILWAY | P | 2012-06-06 | 2018-02-26 | $21,837 | $11,290 | $10,547 | $10,547 |
| DOWDUPONT | P | 2015-07-24 | 2018-02-26 | $94,500 | $56,707 | $37,793 | $37,793 |
| CATERPILLAR | P | 2015-07-24 | 2018-02-26 | $130,154 | $60,807 | $69,347 | $69,347 |
| CATERPILLAR | P | 2015-08-19 | 2018-02-26 | $32,538 | $15,519 | $17,019 | $17,019 |
| CATERPILLAR | P | 2015-09-24 | 2018-02-26 | $81,346 | $32,907 | $48,439 | $48,439 |
| CATERPILLAR | P | 2015-11-17 | 2018-02-26 | $14,642 | $6,302 | $8,340 | $8,340 |
| BOEING CO | P | 2016-01-13 | 2018-02-26 | $19,806 | $7,072 | $12,734 | $12,734 |
| BOEING CO | P | 2016-02-11 | 2018-02-26 | $180,052 | $52,030 | $128,022 | $128,022 |
| DOWDUPONT | P | 2006-08-14 | 2018-06-13 | $243,240 | $128,112 | $115,128 | $115,128 |
| GLAXOSMITHKLINE | P | 2014-10-15 | 2018-06-13 | $41,196 | $42,313 | -$1,117 | -$1,117 |
| GLAXOSMITHKLINE | P | 2015-06-29 | 2018-06-13 | $41,186 | $42,507 | -$1,321 | -$1,321 |
| GLAXOSMITHKLINE | P | 2014-12-15 | 2018-06-14 | $84,399 | $83,007 | $1,392 | $1,392 |
| GLAXOSMITHKLINE | P | 2015-09-01 | 2018-06-14 | $42,200 | $39,957 | $2,243 | $2,243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $656,160 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $505,981 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,919,502 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056727 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $521,367 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,236,892 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063297 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $439,573 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,067,471 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048478 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $410,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,591,802 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047720 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $407,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,517,759 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054152 | DistributionYr5Rt |
| Total Distribution | 0.270374 | TotalDistributionRt |
| Average Distribution | 0.054075 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,667,751 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $522,784 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,383 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $532,167 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $508,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,765 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,765 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,765 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,520 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $15,245 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5802266040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1485 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM R GODDARD JR | ||||||||
| PO BOX 1485 | ARDMORE | OK | 73402 | TRUSTEE | 0.01 | $1,500 | $0 | $0 |
| KATHERINE E DODD | ||||||||
| 2011 SUMMIT CIRCLE | NORMAN | OK | 73072 | TRUSTEE | 0.01 | $1,500 | $0 | $0 |
| JENNIFER M GODDARD-GARCIA | ||||||||
| 1115 W 7TH STREET 106 | AUSTIN | TX | 78735 | TRUSTEE | 0.01 | $1,500 | $0 | $0 |
| GARLAND CLAY | ||||||||
| 4716 HARVEY ROAD | ARDMORE | OK | 73401 | TRUSTEE | 0.01 | $1,500 | $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 | $9,097,580 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $717,396 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,814,976 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,814,976 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,225 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,667,751 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $483,388 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $483,388 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,765 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,765 | TotalTaxAmt |
| Distributable Before Adj | $464,623 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $464,623 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $464,623 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $508,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $508,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $508,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $464,623 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $14,609 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $67,044 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $81,653 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $508,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $464,623 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,377 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $125,030 | 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 | $125,030 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $14,609 | ExcessFromYear2Amt |
| Excess From Year1 | $67,044 | ExcessFromYear1Amt |
| Excess From Current Year | $43,377 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM R GODDARD JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1485 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5802266040 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE GIVEN TO ENTITIES IN SOUTH CENTRAL OKLAHOMA AND NORTH TEXAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A CHANCE TO CHANGE | |||||||
| 5228 CLASSEN CIRCLE | OKLAHOMA CITY | OK | 73118 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| ARBUCKLE AREA COUNCIL BOY SCOUTS OF AMERICA | |||||||
| PO BOX 5309 | ARDMORE | OK | 73402 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $10,000 |
| AUSTIN FILM SOCIETY | |||||||
| 1901 EAST 51ST STREET | AUSTIN | TX | 78723 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $25,000 |
| OKLAHOMA BAPTIST HOME FOR CHILDREN | |||||||
| 13976 ANTHONY LANE | MADILL | OK | 73446 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $50,000 |
| BIG BROTHERS BIG SISTERS OF OKLAHOMA | |||||||
| 5840 S MEMORIAL DRIVE SUITE 105 | TULSA | OK | 74145 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $10,000 |
| INTEGRIS FOUNDATION | |||||||
| 3030NW EXPRESSWAY SUITE 1600 | OKLAHOMA CITY | OK | 73112 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $50,000 |
| CITIES IN SCHOOLS | |||||||
| 825 GRAND AVENUE | ARDMORE | OK | 73401 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $30,000 |
| ARDMORE FAMILY LITERACY | |||||||
| 1405 4TH AVE NW | ARDMORE | OK | 73401 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $20,000 |
| FAMILY SHELTER OF SOUTHERN OKLAHOMA | |||||||
| PO BOX 1408 | ARDMORE | OK | 73402 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $15,000 |
| ARDMORE FAMILY YMCA | |||||||
| 920 15TH AVE NW | ARDMORE | OK | 73401 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $25,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| SOIL HEALTH INSTITUTE | |||||||
| 660 VERDA LANE | HUNTINGTON | MD | 20639 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $150,000 |
| SOUTH CENTRAL OKLAHOMA FCA | |||||||
| PO BOX 2594 | ARDMORE | OK | 73402 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| SOUTHERN OKLAHOMA LIBRARY SYSTEM | |||||||
| 601 RAILWAY | ARDMORE | OK | 73401 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| THE GRACE CENTER | |||||||
| 11 A STREET NW | ARDMORE | OK | 73401 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $10,000 |
| THE MORE FOUNDATION | |||||||
| 301 W MAIN SUITE 210 | ARDMORE | OK | 73401 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $10,000 |
| THE READING ROOM | |||||||
| 1717 WINCHESTER | ARDMORE | OK | 73401 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $35,000 |
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| ARBUCKLE LIFE SOLUTIONS | |||||||
| NINE 10TH AVE NW | ARDMORE | OK | 73401 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $10,000 |
| COMMUNITY CHILDREN'S SHELTER | |||||||
| PO BOX 246 | ARDMORE | OK | 73402 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $25,000 |
| LONE GROVE PUBLIC SCHOOLS | |||||||
| PO BOX 1330 | LONE GROVE | OK | 73443 | N/A | PUBLIC CHARITY | OPERATING EXPENSES | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $502,000 | 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 | $1,224 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $285,491 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $656,160 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $942,875 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $942,875 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $3,260 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $5,295,715 | EOYBookValueAmt |
| EOYFMV | $9,072,200 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID INCOME TAX | Desc |
| BOY Book Value | $5,560 | BOYBookValueAmt |
| EOY Book Value | $3,520 | EOYBookValueAmt |
| EOYFMV | $3,520 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLAENOUS | Desc |
| Revenue And Expenses Per Books | $115 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $115 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $4,491 | $4,491 | $0 |
| FEDERAL EXCISE TAX | $3,519 | $0 | $0 |