BETA KAPPA OF SIGMA CHI WHITE CROSS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BETA KAPPA OF SIGMA CHI WHITE CROSS FOUNDATION (EIN 30-0407306)
- Tax period
- 2014-08-01 to 2015-07-31
- Filed
- 2015-12-15
- IRS object ID
- 201543499349100104
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-12-15T09:14:39-08:00 | ReturnTs |
| Tax Period End | 2015-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lindy Robinson Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 W Gray St 509 | AddressLine1Txt |
| City | Norman | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300407306 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beta Kappa of Sigma Chi White Cross Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETA | BusinessNameControlTxt |
| Phone | 4053649134 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 W Gray | AddressLine1Txt |
| City | Norman | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BILL GRIMM | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4053649134 | PhoneNum |
| Signature | 2015-12-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EURETTA ROBINSON | PreparerPersonNm |
| Phone | 4053649134 | PhoneNum |
| Preparation | 2015-12-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $303,645 | 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 | $40,367 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,540 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,540 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,540 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $7,364 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $46,918 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,915 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,551 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $948 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $32 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $980 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,735 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,735 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,735 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,203 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,915 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,551 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $118,068 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $122,600 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $122,600 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,706 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,132 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,731 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $111,705 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $117,314 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $117,314 | MortgageLoansEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $20,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $20,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $250,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $296,046 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $303,645 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $250,479 | RetainedEarningBOYAmt |
| Retained Earning EOY | $296,046 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $250,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $296,046 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $250,479 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $296,046 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $250,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,203 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,364 | OtherIncreasesAmt |
| Subtotal | $296,046 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $296,046 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 12sh Priceline Group | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2013-03-04 | AcquiredDt |
| Sold | 2015-04-20 | SoldDt |
| Gross Sales Price | $18,074 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $10,710 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,364 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $7,364 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,364 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,249 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $91,380 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.199705 | DistributionYr2Rt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,285 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $61,187 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.021001 | DistributionYr4Rt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.220706 | TotalDistributionRt |
| Average Distribution | 0.044141 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $167,598 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,398 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $139 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,537 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,890 | 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 | $139 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $139 | SubtotalAmt |
| Tax Based On Investment Income | $139 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $139 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lindy Robinson Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4053649134 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 W Gray Ste 509 | AddressLine1Txt |
| City | Norman | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73069 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ALLEN E BARROW JR | ||||||||
| 110 W 7th St Ste 900 | Tulsa | OK | 74119 | Director | 10.00 | $0 | $0 | $0 |
| WILLIAM R GRIMM | ||||||||
| 110 W 7th St Ste 900 | Tulsa | OK | 74119 | Director | 10.00 | $0 | $0 | $0 |
| ROBERT B SARTIN | ||||||||
| 110 W 7th St Ste 900 | Tulsa | OK | 74119 | Director | 10.00 | $0 | $0 | $0 |
| GARNETT W HAUBELT | ||||||||
| 5424 NW 132nd St | Oklahoma City | OK | 73142 | Director | 10.00 | $0 | $0 | $0 |
| MARK S SMITH | ||||||||
| 2618 E 18th St | Tulsa | OK | 74104 | Director | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Provided funding to Beta Kappa of Sigma Chi fraternityat the University of Oklahoma for scholastic scholarshipsto the men with 3.5 & above grade point averages. | Description1Txt |
| Expenses1 | $7,735 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,363 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,486 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,301 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $170,150 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $170,150 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,552 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $167,598 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,380 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,735 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $41,155 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $48,890 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $139 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,751 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,241 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr2 | $6,060 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $6,060 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,890 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,241 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $38,649 | RemainingDistriFromCorpusAmt |
| Total Corpus | $44,709 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $44,709 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $6,060 | ExcessFromYear2Amt |
| Excess From Current Year | $38,649 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,551 | CurrentYearAmt |
| Total | $6,551 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,568 | CurrentYearAmt |
| Total | $5,568 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $48,890 | CurrentYearAmt |
| Total | $48,890 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $48,890 | CurrentYearAmt |
| Total | $48,890 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM GRIMM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beta Kappa of Sigma Chi | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 W Gray Suite 509 | AddressLine1Txt |
| City | Norman | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501c8 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Scholarships | GrantOrContributionPurposeTxt |
| Amt | $7,735 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,735 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $11 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 3 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,540 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 3 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,551 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,551 | 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 | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beta Kappa of Sigma Chi | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501 (c)(8) | OrganizationTypeDesc |
| Relationship Description | Historic & continuing | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LOUIS H BRIGHAM | |||||||
| 1 | 750 E Britton Rd | Oklahoma City | OK | 73114 | $5,323 | Yes (X) | Yes (X) |
| The Big Ugly LLC | |||||||
| 2 | 709 Hughbert | Norman | OK | 73069 | $10,013 | Yes (X) | Yes (X) |
| WILLIAM GRIMM | |||||||
| 3 | 110 W 7th St Suite 900 | Tulsa | OK | 74119 | $20,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 0.63291% OF NOTE RECEIVABLE | $4,210 | 2014-12-31 |
| 2 | 1.26582% OF NOTE RECEIVABLE | $8,421 | 2014-12-31 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Substantial Contributors | FormAndLineReferenceDesc |
| Medium Explanation | WILLIAM GRIMM, 110 W 7TH ST, STE 900, TULSA, OK 74119-1044 THE BIG UGLY, 709 W HUGHBERT, NORMAN, OK 73060 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Priceline.com Inc New | $9,996 | $17,410 |
| SPDR S&P 500 ETF | $21,155 | $21,050 |
| Westar Energy Inc | $4,981 | $5,271 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Organization Cost | $5,000 | $5,000 | $5,000 |
| Less: Accumulated Amortization | -$5,000 | -$5,000 | -$5,000 |
| Beta Kappa Investors LLC | $20,000 | $20,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Organization Cost | $5,000 | $5,000 | $5,000 |
| Less: Accumulated Amortization | -$5,000 | -$5,000 | -$5,000 |
| Beta Kappa Investors LLC | $20,000 | $20,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Organization Cost | $5,000 | $5,000 | $5,000 |
| Less: Accumulated Amortization | -$5,000 | -$5,000 | -$5,000 |
| Beta Kappa Investors LLC | $20,000 | $20,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Postage & Express Mail | $7 |
| Bank Fees | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gain on Sale of Stock | Desc |
| Amt | $7,364 | Amt |