BARBARA J COYLE FAM FOUNDATION TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA J COYLE FAM FOUNDATION TR (EIN 43-6928477)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-15
- IRS object ID
- 201441969349100759
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-15T16:18:28-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1824 | AddressLine1 |
| City | Joplin | City |
| State | MO | State |
| ZIP Code | 648021824 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436928477 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA J COYLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | SOUTHWEST MISSOURI BANK TRUST DEPARTMENT | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SMB TRUST DEPARTMENT | InCareOfNm |
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 4176233424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 E 32ND STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | JOPLIN | City |
| State | MO | State |
| ZIP Code | 64804 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SOUTHWEST MISSOURI BANK TRUST DEPT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4176233424 | PhoneNum |
| Signature | 2014-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Troy E Hill | PreparerPersonNm |
| Phone | 4176241065 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $634,024 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,368 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,368 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $284,100 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,140 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $53,508 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,508 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,082 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,062 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,020 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,440 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $556 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $195 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,078 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,257 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,460 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,257 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,030 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,251 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,985 | CashBOYAmt |
| Cash EOY | $30,551 | CashEOYAmt |
| Cash EOYFMV | $30,551 | CashEOYFMVAmt |
| US Government Obligations BOY | $37,122 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,296 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,932 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $457,874 | CorporateStockBOYAmt |
| Corporate Stock EOY | $480,164 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $594,541 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $499,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $519,011 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $634,024 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $499,981 | RetainedEarningBOYAmt |
| Retained Earning EOY | $519,011 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $499,981 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $519,011 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $499,981 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $519,011 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $499,981 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,030 | ExcessRevenueOverExpensesAmt |
| Subtotal | $519,011 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $519,011 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2013-12-31 | $47,310 | $47,546 | -$236 | -$236 |
| PUBLICLY TRADED SECURITIES | P | 2013-12-31 | $234,192 | $198,414 | $35,778 | $35,778 |
| CAPITAL GAIN DIVIDENDS | P | $2,598 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,140 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,981 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $563,887 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049622 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,908 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $543,264 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04953 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,403 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $543,218 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052287 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,395 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $496,107 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051189 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,843 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $551,973 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043196 | DistributionYr5Rt |
| Total Distribution | 0.245824 | TotalDistributionRt |
| Average Distribution | 0.049165 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $604,755 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $29,733 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $503 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,236 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,860 | 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 | $503 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $503 | SubtotalAmt |
| Tax Based On Investment Income | $503 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $212 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,212 | TotalPaymentsAndCreditsAmt |
| Overpayment | $709 | OverpaymentAmt |
| Applied To ES Tax | $709 | 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 | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMB TRUST DEPARTMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4176233424 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 E 32ND STREET | AddressLine1 |
| City | JOPLIN | City |
| State | MO | State |
| ZIP Code | 64804 | ZIPCode |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK NA | ||||||
| INVESTMENT WEALTH MANAGEMENT | CARTHAGE | MO | 64836 | TRUSTEE - ENDING JUNE 2013 | 2.0 | $1,903 |
| SOUTHWEST MISSOURI BANK | ||||||
| TRUST DEPARTMENT | JOPLIN | MO | 64804 | TRUSTEE - BEGINNING JUNE 2013 | 2.0 | $2,179 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION SERVES AS A VEHICLE TO SUPPORT VARIOUS CHARITABLE ORGANIZATIONS THROUGH THE DISTRIBUTIONS OF NET INCOME AND PRINCIPAL ANNUALLY. | Description1Txt |
| Expenses1 | $30,860 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $572,903 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,061 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $613,964 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $613,964 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,209 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $604,755 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,238 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,238 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $503 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $503 | TotalTaxAmt |
| Distributable Before Adj | $29,735 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,735 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,735 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,860 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $30,860 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $503 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $30,357 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,735 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,245 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,860 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,245 | AppliedToYear1Amt |
| Applied To Current Year | $26,615 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $3,120 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GROVE PUBLIC LIBRARY | |||||||
| 1140 NEO LOOP | GROVE | OK | 74344 | NONE | PC | SUPPORT CHARITABLE ORGANIZATION | $5,000 |
| EMMANUEL CEMETERY | |||||||
| 10521 GUM ROAD | CARTHAGE | MO | 64836 | NONE | PC | SUPPORT CHARITABLE ORGANIZATION | $3,600 |
| SYCAMORE CHAPEL UNITED METHODIST CHURCH | |||||||
| 67102 EAST 160 ROAD | WYANDOTTE | OK | 74370 | NONE | PC | SUPPORT CHARITABLE ORGANIZATION | $10,000 |
| SALVATION ARMY OF CARTHAGE | |||||||
| PO BOX 528 | CARTHAGE | MO | 64836 | NONE | PC | SUPPORT CHARITABLE ORGANIZATION | $1,500 |
| HUMANE SOCIETY OF GROVE | |||||||
| 64301 E 290 ROAD | GROVE | OK | 74344 | NONE | PC | SUPPORT CHARITABLE ORGANIZATION | $500 |
| GRACE EPISCOPAL CHURCH | |||||||
| 820 HOWARD | CARTHAGE | MO | 64836 | NONE | PC | SUPPORT CHARITABLE ORGANIZATION | $500 |
| ST RAPHAEL CATHOLIC CHURCH | |||||||
| 1386 S WEST END STREET | SPRINGDALE | AR | 72764 | NONE | PC | SUPPORT CHARITABLE ORGANIZATION | $2,000 |
| SPRINGDALE ANIMAL SHELTER | |||||||
| 201 SPRING STREET | SPRINGDALE | AR | 72764 | NONE | PC | SUPPORT CHARITABLE ORGANIZATION | $500 |
| BLACK RANGE CAVALCADE BSA CHIHENNE RANCH | |||||||
| PO BOX 152 | WINSTON | NM | 879430152 | NONE | PC | SUPPORT CHARITABLE ORGANIZATION | $3,000 |
| INTEGRIS GROVE HOSPITAL FOUNDATION | |||||||
| 1001 E 18TH STREET | GROVE | OK | 74344 | NONE | PC | SUPPORT CHARITABLE ORGANIZATION | $1,000 |
| WOUNDED WARRIORS PROJECT | |||||||
| 499 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | SUPPORT CHARITABLE ORGANIZATION | $800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,368 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,140 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $53,508 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,508 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY SECURITIES | $480,164 | $594,541 |
| FIXED INCOME FUNDS |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,296 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,932 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $195 | $195 |
| EXCISE TAX | $361 |