HOWARD FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD FOUNDATION (EIN 52-2387154)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-04
- IRS object ID
- 201511559349100601
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-04T09:25:13-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERESA I DALLAS CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 W SIMMONS RD | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 730348163 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522387154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 4057201570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12301 N ROCKWELL | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73142 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F HOWARD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4057201570 | PhoneNum |
| Signature | 2015-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERESA I DALLAS | PreparerPersonNm |
| PTIN | P00740323 | PTIN |
| Phone | 4053405088 | PhoneNum |
| Preparation | 2015-06-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,416,325 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $30,565 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,565 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,096 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,096 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,096 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $234,667 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,661 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $493 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $493 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $493 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $493 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $245,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $245,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $245,493 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $493 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $245,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,826 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,168 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $80,018 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,024 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,024 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,271,715 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,305,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,381,301 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,351,733 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,340,907 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,416,325 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,351,733 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,340,907 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,351,733 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,340,907 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,351,733 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,340,907 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,351,733 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,826 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,340,907 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,340,907 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,096 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $362,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,519,047 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.238307 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $564,861 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,023,373 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.551960 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $299,860 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $773,410 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.387712 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $464,873 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $737,942 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.629959 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $114,884 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $563,821 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.203760 | DistributionYr5Rt |
| Total Distribution | 2.011698 | TotalDistributionRt |
| Average Distribution | 0.402340 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,418,721 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $570,808 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $342 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $571,150 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $245,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $683 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $683 | SubtotalAmt |
| Tax Based On Investment Income | $683 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $620 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $750 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,370 | TotalPaymentsAndCreditsAmt |
| Overpayment | $687 | OverpaymentAmt |
| Applied To ES Tax | $687 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | WILLIAM F HOWARD | IndividualWithBooksNm |
| Phone | 4057201570 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5025 BRETTSHIRE WAY | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73142 | 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM F HOWARD | ||||||||
| 5025 BRETTSHIRE WAY | OKLAHOMA CITY | OK | 73142 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JUDITH S HOWARD | ||||||||
| 5025 BRETTSHIRE WAY | OKLAHOMA CITY | OK | 73142 | TRUSTEE | 0.00 | $0 | $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 | $1,386,971 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,355 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,440,326 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,440,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,605 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,418,721 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,936 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,936 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $683 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $683 | TotalTaxAmt |
| Distributable Before Adj | $70,253 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $70,253 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $70,253 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $245,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $245,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $245,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,253 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $86,925 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $428,230 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $261,469 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $513,970 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $286,582 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,577,176 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $245,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $70,253 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $174,747 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,751,923 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $86,925 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,664,998 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $428,230 | ExcessFromYear4Amt |
| Excess From Year3 | $261,469 | ExcessFromYear3Amt |
| Excess From Year2 | $513,970 | ExcessFromYear2Amt |
| Excess From Year1 | $286,582 | ExcessFromYear1Amt |
| Excess From Current Year | $174,747 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM F HOWARD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12301 N ROCKWELL | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73142 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4057201570 | RecipientPhoneNum |
| Form And Info And Materials | MAKE APPLICATION IN WRITING STATING REASON AND APPLICATION OF CONTRIBUTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|
| CITY RESCUE MISSION | ||||||
| 800 W CALIFORNIA | OKLAHOMA CITY | OK | 73106 | COMMUNITY NEEDY | $10,000 | |
| CHRISTIAN HERITAGE ACADEMY | ||||||
| 4400 SE 27TH STREET | DEL CITY | OK | 73115 | COMMUNITY NEEDY | $25,000 | PUBLIC |
| CROSS AND CROWN MISSION INC | ||||||
| 1008 N MCKINLEY | OKLAHOMA CITY | OK | 73106 | COMMUNITY NEEDY | $25,000 | PUBLIC |
| FAMILY BUILDERS | ||||||
| 415 NW 5TH STREET | OKLAHOMA CITY | OK | 73102 | COMMUNITY NEEDY | $10,000 | PUBLIC |
| GRACE RESCUE MISSION | ||||||
| 2205 EXCHANGE AVENUE | OKLAHOMA CITY | OK | 73108 | COMMUNITY NEEDY | $10,000 | PUBLIC |
| INFANT CRISIS SERVICES INC | ||||||
| 4224 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73105 | COMMUNITY NEEDY | $10,000 | PUBLIC |
| NOVO MINISTRIES | ||||||
| PO BOX 672 | OKLAHOMA CITY | OK | 73101 | COMMUNITY NEEDY | $10,000 | PUBLIC |
| OKLAHOMA BAPTIST UNIVERSITY | ||||||
| 500 WEST UNIVERSITY | SHAWNEE | OK | 74804 | COMMUNITY NEEDY | $25,000 | PUBLIC |
| PEPPERS RANCH | ||||||
| PO BOX 3814 | EDMOND | OK | 73083 | COMMUNITY NEEDY | $65,000 | PUBLIC |
| SALVATION ARMY | ||||||
| 2041 NW 7TH ST | OKLAHOMA CITY | OK | 73106 | COMMUNITY NEEDY | $25,000 | PUBLIC |
| TUCKLETS | ||||||
| 9555 WHELLOCK WAY | SAN DIEGO | CA | 92129 | COMMUNITY NEEDY | $20,000 | PUBLIC |
| WATER 4 FOUNDATION | ||||||
| 2405 NW 10TH STREET | OKLAHOMA CITY | OK | 73107 | COMMUNITY NEEDY | $10,000 | PUBLIC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $245,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,565 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,096 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $34,667 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,667 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WILLIAM F HOWARD | ||||||
| 1 | 5025 BRETTSHIRE WAY | OKLAHOMA CITY | OK | 73142 | $100,000 | Yes (X) |
| JUDITH S HOWARD | ||||||
| 2 | 5025 BRETTSHIRE WAY | OKLAHOMA CITY | OK | 73142 | $100,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAPITAL WORLD GROWTH & INCOME CL C | $566 | $598 |
| CAPITAL WORLD GROWTH & INCOME CL F1 | $1,847 | $1,953 |
| CAPITAL WORLD GROWTH & INCOME CL A | $1,679 | $1,775 |
| LIFESTRATEGY MOD GROWTH | $815,643 | $850,256 |
| TOT INTL STOCK IX ADMIRAL | $129,114 | $123,350 |
| TOTAL STOCK MKT IDX ADM | $357,034 | $403,369 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| WILLIAM F HOWARD | |||
| 5025 BRETTSHIRE WAY | OKLAHOMA CITY | OK | 73142 |
| JUDITH S HOWARD | |||
| 5025 BRETTSHIRE WAY | OKLAHOMA CITY | OK | 73142 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID ON DIVIDEND I | CategoryTxt |
| Amt | $493 | Amt |
| Net Investment Income | $493 | NetInvestmentIncomeAmt |