STRATEGY STUDIO / PUBLIC DATA EXPLORER

JOHN BOYCE MCKEEL & AYLEENE R MCKEEL CHARITABLE TR: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
JOHN BOYCE MCKEEL & AYLEENE R MCKEEL CHARITABLE TR (EIN 75-3160348)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-05
IRS object ID
201421259349300212
Schema version
2013v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-05T08:47:28-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731313744PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HORNE & COMPANY PC CPA'SBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1543AddressLine1
CityADACity
StateOKState
ZIP Code74820ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN753160348EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN BOYCE & AYLEENE MCKEEL CHARITABLE TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMCKEBusinessNameControlTxt
Phone5803325132PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1VISION BANKAddressLine1
CityADACity
StateOKState
ZIP Code74820ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEYWOOD DEESEPersonNm
Person TitleSR VP & TRUST OFFICER, VISION BANKPersonTitleTxt
Phone5803325132PhoneNum
Signature2014-04-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBILL J HORNE SR CPAPreparerPersonNm
PTINP01286967PTIN
Phone5803325733PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKEYWOOD DEESEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 669AddressLine1
CityADACity
StateOKState
ZIP Code748210669ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$644,606GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2005FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionTO ACCUMULATE AND DISTRIBUTE INCOME EXCLUSIVELY TO THE EDUCATIONAL, SCIENTIFIC, LITERARY AND CHARITABLE ORGANIZATIONS AS SPECIFIED BY THE GRANTOR OR THE TRUSTEE.ActivityOrMissionDesc
Voting Members Governing Body0VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$101,347PYInvestmentIncomeAmt
CY Investment Income$226,916CYInvestmentIncomeAmt
PY Other Revenue$14,983PYOtherRevenueAmt
CY Other Revenue$14,249CYOtherRevenueAmt
PY Total Revenue$116,330PYTotalRevenueAmt
CY Total Revenue$241,165CYTotalRevenueAmt
PY Grants And Similar Paid$81,411PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$63,508CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$25,919PYOtherExpensesAmt
CY Other Expenses$28,798CYOtherExpensesAmt
PY Total Expenses$107,330PYTotalExpensesAmt
CY Total Expenses$92,306CYTotalExpensesAmt
PY Revenues Less Expenses$9,000PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$148,859CYRevenuesLessExpensesAmt
Total Assets BOY$2,803,028TotalAssetsBOYAmt
Total Assets EOY$2,951,887TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,803,028NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,951,887NetAssetsOrFundBalancesEOYAmt
MissionTO ACCUMULATE AND DISTRIBUTE INCOME EXCLUSIVELY TO THE EDUCATIONAL, SCIENTIFIC, LITERARY, AND CHARITABLE ORGANIZATIONS AS SPECIFIED BY THE GRANTOR OR THE TRUSTEE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$47,631ExpenseAmt
Grant$47,631GrantAmt
DescTO SUPPORT ST LUKE'S EPISCOPAL CHURCHDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$15,877ExpenseAmt
Grant$15,877GrantAmt
DescTO SUPPORT PAWS ANIMAL SHELTERDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$63,508TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members0GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VISION BANK TRUST DEPTBusinessNameLine1
FieldValueIRS element (for citing)
Phone5803325132PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 669AddressLine1
CityADACity
StateOKState
ZIP Code748210669ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp

FieldValueIRS element (for citing)
PersonVISION BANK TRUST DEPTPersonNm
TitleTRUSTEETitleTxt
Average Hours Per Week8.00AverageHoursPerWeekRt
Institutional TrusteeYes (X)InstitutionalTrusteeInd
Reportable Comp From Org$26,807ReportableCompFromOrgAmt
Reportable Comp From Rltd Org$0ReportableCompFromRltdOrgAmt
Other Compensation$0OtherCompensationAmt
FieldValueIRS element (for citing)
Total Reportable Comp From Org$26,807TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$80,212TotalRevenueColumnAmt
Related Or Exempt Func Income$80,212RelatedOrExemptFuncIncomeAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,249TotalRevenueColumnAmt
Related Or Exempt Func Income$14,249RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$550,145SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$403,441SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$146,704SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$146,704TotalRevenueColumnAmt
Related Or Exempt Func Income$146,704RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$241,165TotalRevenueColumnAmt
Related Or Exempt Func Income$241,165RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$63,508TotalAmt
Program Services$63,508ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,840TotalAmt
Management And General$1,840ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$26,807TotalAmt
Management And General$26,807ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$57TotalAmt
Management And General$57ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
ROYALTY EXPENSES$84$84
PENALTY ON EARLY WITHDR$10$10

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$92,306TotalAmt
Program Services$63,508ProgramServicesAmt
Management And General$28,798ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$66,907BOYAmt
EOY$41,863EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$800,000BOYAmt
EOY$465,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$41,416LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$41,416BOYAmt
EOY$41,416EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,894,705BOYAmt
EOY$2,403,608EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,803,028BOYAmt
EOY$2,951,887EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$2,803,028BOYAmt
EOY$2,951,887EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,803,028BOYAmt
EOY$2,951,887EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,803,028BOYAmt
EOY$2,951,887EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$148,859ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Non FuncYes (X)SupportingOrgType3NonFuncInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp (6 entries)

EINEINOrganization TypeOrganizationTypeDescGoverning Document ListedGoverningDocumentListedIndSupported Org NotifiedSupportedOrgNotifiedIndUS OrganizedUSOrganizedIndSupportSupportAmt
ST LUKE'S EPISCOPAL CHURCH
731200574501(C)(3)Yes (1)Yes (1)Yes (1)$47,631
PONTOTOC ANIMAL WELFARE SOCIETY (PAWS)
731157284501(C)(3)Yes (1)Yes (1)Yes (1)$15,877
ADA AREA YOUTH SHELTER
730802458501(C)(3)Yes (1)Yes (1)Yes (1)$0
FAMILY CRISIS CENTER
731137514501(C)(3)Yes (1)Yes (1)Yes (1)$0
ADA BOYS & GIRLS CLUB
730724464501(C)(3)Yes (1)Yes (1)Yes (1)$0
ADA SENIOR CARE CENTER
731313517501(C)(3)Yes (1)Yes (1)Yes (1)$0
FieldValueIRS element (for citing)
Supported Organizations Total6SupportedOrganizationsTotalCnt
Support Sum$63,508SupportSumAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$41,416InvestmentCostOrOtherBasisAmt
Book Value$41,416BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$41,416TotalBookValueLandBuildingsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ST LUKE'S EPISCOPAL CHURCH
17TH BROADWAY PO BOX 890ADAOK74820731200574501(C)(3)$47,631MAINTAIN THEIR CHARITABLE OPERATIONS
PAWS
1200 SANDY CREEK DRADAOK74820731157284501(C)(3)$15,877MAINTAIN THEIR CHARITABLE OPERATIONS
ADA AREA YOUTH SHELTER
901 W 18TH STADAOK74820730802458501(C)(3)$0MAINTAIN THEIR CHARITABLE OPERATIONS
FAMILY CRISIS CENTER
605 E 12THADAOK74820731137514501(C)(3)$0MAINTAIN THEIR CHARITABLE OPERATIONSMAINTAIN THEIR CHARITABLE OPERATIONS
ADA SENIOR CARE CENTER
301 E KINGS RDADAOK74820731313517501(C)(3)$0MAINTAIN THEIR CHARITABLE OPERATIONS

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE TRUST DEPARTMENT OFFICER REVIEWS THE FORM 990 BEFORE SIGNING AND FILING IT.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION USES THE CONFLICT OF INTEREST POLICIES ESTABLISHED BY THE TRUST DEPARTMENT OF VISION BANK. GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AS REQUESTED.
FORM 990, PART VIIVISION BANK TRUST DEPT - PO BOX 669, ADA, OK 74821.