STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

HOWARD FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
HOWARD FOUNDATION (EIN 52-2387154)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-03-30
IRS object ID
201620909349100002
Schema version
2015v2.1
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

FieldValueIRS element (for citing)
Return2016-03-30T09:15:06-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TERESA I DALLAS CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13601 W SIMMONS RDAddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP730348163ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522387154EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOWARD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOWABusinessNameControlTxt
Phone4057201570PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112301 N ROCKWELLAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73142ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM F HOWARDPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4057201570PhoneNum
Signature2016-03-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTERESA I DALLASPreparerPersonNm
PTINP00740323PTIN
Phone4053405088PhoneNum
Preparation2016-03-29PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,333,386FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss$29,929DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,929DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,417NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$53,131GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,417CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$44,349TotalRevAndExpnssAmt
Total Net Invst Incm$44,346TotalNetInvstIncmAmt
Taxes Rev And Expnss$513TaxesRevAndExpnssAmt
Taxes Net Invst Incm$513TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$513TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$513TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$75,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$75,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$75,513TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$513TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$75,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$31,164ExcessRevenueOverExpensesAmt
Net Investment Income$43,833NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$35,024SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$382SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$382SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,305,883CorporateStockBOYAmt
Corporate Stock EOY$1,309,361CorporateStockEOYAmt
Corporate Stock EOYFMV$1,333,004CorporateStockEOYFMVAmt
Total Assets BOY$1,340,907TotalAssetsBOYAmt
Total Assets EOY$1,309,743TotalAssetsEOYAmt
Total Assets EOYFMV$1,333,386TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,340,907CapitalStockBOYAmt
Capital Stock EOY$1,309,743CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,340,907TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,309,743TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,340,907TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,309,743TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,340,907TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$31,164ExcessRevenueOverExpensesAmt
Subtotal$1,309,743SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,309,743TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1495.017 LIFESTRATEGY MOD GROWTHP2013-12-192015-11-20$36,000$34,555$1,445$1,445
.874 CAP WRLD GRW INC AP2015-03-312015-11-20$40$38$2$2
.192 CAP WRLD GRW INC CP2015-03-312015-11-20$9$8$1$1
.949 CAP WRLD GRW INC F-1P2015-03-312015-11-20$43$41$2$2
38.266 CAP WRLD GRW INC AP2012-06-302015-11-20$1,749$1,670$79$79
13.053 CAP WRLD GRW INC CP2012-06-302015-11-20$590$564$26$26
42.183 CAP WRLD GRW INC F-1P2012-06-302015-11-20$1,924$1,838$86$86
FieldValueIRS element (for citing)
Capital Gain Net Income$14,417CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$5NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$245,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,418,721NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.172691DistributionYr1Rt
Adjusted Qlfy Distri Yr2$362,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,519,047NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.238307DistributionYr2Rt
Adjusted Qlfy Distri Yr3$564,861AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,023,373NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.551960DistributionYr3Rt
Adjusted Qlfy Distri Yr4$299,860AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$773,410NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.387712DistributionYr4Rt
Adjusted Qlfy Distri Yr5$464,873AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$737,942NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.629959DistributionYr5Rt
Total Distribution1.980629TotalDistributionRt
Average Distribution0.396126AverageDistributionRt
Net Vl Noncharitable Assets$1,392,335NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$551,540AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$438NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$551,978AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$75,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$877InvestmentIncomeExciseTaxAmt
Subtotal$877SubtotalAmt
Tax Based On Investment Income$877TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$687EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$1,100AppliedToEsTaxAmt
Total Payments And Credits$1,787TotalPaymentsAndCreditsAmt
Overpayment$910OverpaymentAmt
Applied To ES Tax$910AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM F HOWARDIndividualWithBooksNm
Phone4057201570PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15025 BRETTSHIRE WAYAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73142ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM F HOWARD
5025 BRETTSHIRE WAYOKLAHOMA CITYOK73142TRUSTEE0.00$0$0$0
JUDITH S HOWARD
5025 BRETTSHIRE WAYOKLAHOMA CITYOK73142TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,378,036AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,502AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,413,538TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,413,538AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,203CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,392,335NetVlNoncharitableAssetsAmt
Minimum Investment Return$69,617MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$69,617MinimumInvestmentReturnAmt
Tax Based On Investment Income$877TaxBasedOnInvestmentIncomeAmt
Total Tax$877TotalTaxAmt
Distributable Before Adj$68,740DistributableBeforeAdjAmt
Distributable Before Ded$68,740DistributableBeforeDedAmt
Distributable As Adjusted$68,740DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$75,000ExpensesAndContributionsAmt
Qualifying Distributions$75,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$75,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$68,740DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$428,230ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$261,469ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$513,970ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$286,582ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$174,747ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,664,998TotalExcessDistributionCyovAmt
Qualifying Distributions$75,000QualifyingDistributionsAmt
Applied To Current Year$68,740AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,260RemainingDistriFromCorpusAmt
Total Corpus$1,671,258TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$428,230ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,243,028ExcessDistriCyovToNextYrAmt
Excess From Year4$261,469ExcessFromYear4Amt
Excess From Year3$513,970ExcessFromYear3Amt
Excess From Year2$286,582ExcessFromYear2Amt
Excess From Year1$174,747ExcessFromYear1Amt
Excess From Current Year$6,260ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWILLIAM F HOWARDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line112301 N ROCKWELLAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73142ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4057201570RecipientPhoneNum
Form And Info And MaterialsMAKE APPLICATION IN WRITING STATING REASON AND APPLICATION OF CONTRIBUTIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIBLE STUDY FELLOWSHIP
19001 HUEBNER RDSAN ANTONIOTX78258PUBLICCOMMUNITY NEEDY$10,000
CHRISTIAN HERITAGE ACADEMY
4400 SE 27TH STREETDEL CITYOK73115PUBLICCOMMUNITY NEEDY$10,000
FOCUS ON THE FAMILY
8605 EXPLORER DRIVECOLORADO SPRINGSCO80920PUBLICCOMMUNITY NEEDY$5,000
GRACE RESCUE MISSION
2205 EXCHANGE AVENUEOKLAHOMA CITYOK73108PUBLICCOMMUNITY NEEDY$5,000
LOAVES & FISHES
701 E MAINE STREETENIDOK73701PUBLICCOMMUNITY NEEDY$5,000
LOVE LINK MINISTRIES
PO BOX 2023OKLAHOMA CITYOK73101PUBLICCOMMUNITY NEEDY$5,000
MISSION OKC
1141 W BRITTON RDOKLAHOMA CITYOK73114PUBLICCOMMUNITY NEEDY$5,000
OKLAHOMA BAPTIST HOME FOR CHILDREN
3800 N MAY AVEOKLAHOMA CITYOK73112PUBLICCOMMUNITY NEEDY$10,000
PEPPERS RANCH
PO BOX 3814EDMONDOK73083PUBLICCOMMUNITY NEEDY$10,000
POSITIVE TOMORROWS
PO BOX 61190OKLAHOMA CITYOK73146PUBLICCOMMUNITY NEEDY$5,000
THE RAFIKI FOUNDATION
PO BOX 1988EUSTISFL32727PUBLICCOMMUNITY NEEDY$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$75,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,929ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,417ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$44,349ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$44,349TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CAPITAL WORLD GROWTH & INCOME CL C
CAPITAL WORLD GROWTH & INCOME CL F1
CAPITAL WORLD GROWTH & INCOME CL A
LIFESTRATEGY MOD GROWTH$812,007$809,976
TOT INTL STOCK IX ADMIRAL$132,407$118,096
TOTAL STOCK MKT IDX ADM$364,947$404,932

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAID ON DIVIDEND ICategoryTxt
Amt$513Amt
Net Investment Income$513NetInvestmentIncomeAmt