KOHAW FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KOHAW FOUNDATION (EIN 20-8895788)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201821349349101912
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T10:08:34-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731532269 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JODIE A DOUGLASS CPA INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1505 N COMMERCE STE 202 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 734011859 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208895788 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOHAW FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOHA | BusinessNameControlTxt |
| Phone | 5802209315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 846 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID TIMOTHY HILL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5802209315 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JODIE DOUGLASS AUSTIN | PreparerPersonNm |
| PTIN | P00177030 | PTIN |
| Phone | 5802235122 | PhoneNum |
| Preparation | 2018-05-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-14 | IPDt |
| IP Tm | 10:08:34 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A42E0CF4B0CFABFAFDAD50D00CF409967B1ADB50 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 857A3D82B917E64ED5128A3ED64A28E74E74947D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,354,281 | 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 |
| Interest On Sav Rev And Expnss | $51 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $51 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $51,112 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,112 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $51,112 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,632 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,824 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $19,018 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,018 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $19,018 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $74,813 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,181 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $70,181 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,500 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,500 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,763 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,763 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,215 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,071 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,144 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $750 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $750 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,449 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,260 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,189 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,377 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,094 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,283 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,471 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,471 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $160,848 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,094 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,754 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$86,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,087 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $70,181 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,860 | CashBOYAmt |
| Cash EOY | $39,369 | CashEOYAmt |
| Cash EOYFMV | $39,369 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $176,745 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $106,833 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $106,833 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,127 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $1,958,179 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,208,079 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,208,079 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,698 | OtherAssetsBOYAmt |
| Total Assets BOY | $2,192,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,354,281 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,354,281 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $795 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,114 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $795 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,114 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,191,814 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,353,167 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,191,814 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,353,167 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,192,609 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,354,281 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,191,814 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$86,035 | ExcessRevenueOverExpensesAmt |
| Other Increases | $247,388 | OtherIncreasesAmt |
| Subtotal | $2,353,167 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,353,167 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $125,083 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,960,877 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063789 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $103,941 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,061,159 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050428 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $111,009 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,017,535 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055022 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $92,463 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,808,844 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051117 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,950 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,200,000 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024958 | DistributionYr5Rt |
| Total Distribution | 0.245314 | TotalDistributionRt |
| Average Distribution | 0.049063 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,274,000 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $111,569 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $401 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $111,970 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $130,754 | 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 | $401 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $401 | SubtotalAmt |
| Tax Based On Investment Income | $401 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $401 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JODIE A DOUGLASS CPA INC | IndividualWithBooksNm |
| Phone | 5802235122 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1505 N COMMERCE SUITE 202 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID TIMOTHY HILL | ||||||||
| P O BOX 846 | ARDMORE | OK | 734020846 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JACQULYN HILL | ||||||||
| P O BOX 846 | ARDMORE | OK | 73401 | DIRECTOR | 20.00 | $50,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,314,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,354,000 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,354,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,274,000 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,700 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,700 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $401 | TotalTaxAmt |
| Distributable Before Adj | $113,299 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $113,299 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $113,299 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,754 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $130,754 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $401 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $130,353 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,299 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $17,605 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,605 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,754 | QualifyingDistributionsAmt |
| Applied To Current Year | $113,299 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,455 | RemainingDistriFromCorpusAmt |
| Total Corpus | $35,060 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $35,060 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $17,605 | ExcessFromYear1Amt |
| Excess From Current Year | $17,455 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID TIMOTHY HILL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 846 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 734020846 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5802209315 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 7 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JULY 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | EMPHASIS ON ELDERLY AND YOUTH PROGRAMS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| FIRST UNITED METHODIST CHURCH | |||||
| 603 W MAIN STREET | ARDMORE | OK | 73401 | CHURCH YOUTH & MISSIONS | $13,400 |
| COMMUNITY CHILDREN'S SHELTER | |||||
| 15 MONROE NE | ARDMORE | OK | 734020246 | ABUSED CHILDREN | $466 |
| GIRLS ON THE RUN | |||||
| 911 W BROADWAY | ARDMORE | OK | 73401 | HEALTHY LIVING FOR GIRLS | $4,296 |
| SARA'S PROJECT | |||||
| 816 16TH AVE NW | ARDMORE | OK | 73401 | FOR ABUSED CHILDREN | $3,000 |
| BOYS & GIRLS CLUB OF CARTER COUNTY | |||||
| 219 W MAIN | ARDMORE | OK | 73401 | AFTER SCHOOL PROGRAM | $5,000 |
| MERCY HEALTH FOUNDATION | |||||
| 1011 14TH NW | ARDMORE | OK | 73401 | PURCHASE OF INFANT CAR SEATS | $2,000 |
| THE MORE FOUNDATION | |||||
| 301 WEST MAIN | ARDMORE | OK | 73401 | SCHOLARSHIPS FOR HIGH SCHOOL GRADS | $5,500 |
| FIRST UNITED METHODIST PRESCHOOL | |||||
| 501 W MAIN ST | ARDMORE | OK | 73401 | SCHOLARSHIPS FOR PRE-SCHOOL CHILDREN | $5,000 |
| ARDMORE CITY SCHOOLS-BAND | |||||
| 701 VETERANS BLVD | ARDMORE | OK | 73401 | SUPPORT PRIDE OF ARDMORE BAND PROG | $14,100 |
| ARDMORE CITY SCHOOLS-SOCCER TEAM | |||||
| P O BOX 1709 | ARDMORE | OK | 73402 | PROVIDE UNIFORMS FOR TEAM | $3,825 |
| ARDMORE SOUP KITCHEN | |||||
| 2207 RIDGEWAY | ARDMORE | OK | 73401 | MEALS FOR THOSE IN NEED | $2,814 |
| FIRST UNITED METHODIST CHURCH | |||||
| 603 WEST MAIN STREET | MARIETTA | OK | 73448 | YOUTH CAMP FOR YOUTH | $795 |
| BOY SCOUTS OF AMERICA | |||||
| P O BOX 5309 | ARDMORE | OK | 73403 | HELP CONSTRUCT HANDICAPPED RAMP | $9,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,471 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,112 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $19,018 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,632 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $70,181 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,632 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,813 | 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 | 3 | LineNumberTxt |
| Relationship Statement | TO BENEFIT THE ELDERLY AND YOUTH. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,700 | Amt |
| Disbursements Charitable Prps | $3,700 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| .101-ANALOG DEVICES INC COM | 2017-03 | PURCHASE | 2017-03 | $8 | $8 | |
| .500-DIGITL REALTY TRUST INC COM | 2016-10 | PURCHASE | 2017-09 | $60 | $35 | $25 |
| .194-DOWDUPONT INC COM | 2012-10 | PURCHASE | 2017-09 | $12 | $6 | $6 |
| 134.000-LINEAR TECHNOLOGY CORP MRG | PURCHASE | 2017-03 | $8,744 | $4,143 | $4,601 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PROBITY ADVISORS | StockNm |
| EOY Book Value | $2,208,079 | EOYBookValueAmt |
| EOYFMV | $2,208,079 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT-ENERGY TRANSFER | Desc |
| BOY Book Value | $2,698 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSE | $1,118 | $1,118 | |
| ROYALTIES-OTHER EXP | $1,260 | $1,260 | |
| BANK SERVICE FEES | $71 | $71 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| AMERITRADE-CAPITAL GAIN DISTR | $3 | $3 | $3 |
| XTO ENERGY | $19,015 | $19,015 | $19,015 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $247,388 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL LIABILITIES | $795 | $1,114 |
| SIMPLE IRA PAYABLE |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $27,763 | Amt |
| Net Investment Income | $27,763 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES-FOREIGN | $600 | $600 | |
| TAXES-PAYROLL | $4,144 | $4,144 | |
| TAXES-ROYALTIES | $471 | $471 |