ROBERT CLAY LIDDELL FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT CLAY LIDDELL FOUNDATION (EIN 20-0420550)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-26
- IRS object ID
- 201303309349100200
- Schema version
- 2012v2.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-26T06:57:35-08:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRENARY CPA FIRM PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3535 NW 58TH SUITE 600 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200420550 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT CLAY LIDDELL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROBE | NameControl |
| Phone | 4053103103 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 BERRY ROAD | AddressLine1 |
| City | NORMAN | City |
| State | OK | State |
| ZIP Code | 73072 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THE FOUNDATION | Name |
| Title | PRESIDENT | Title |
| Phone | 4053103103 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | S SUMMER MAULDIN CPA | Name |
| Phone | 4059461000 | Phone |
| Date Prepared | 2013-11-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 0 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 556050 | ContriReceivedRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 556050 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Other Expenses Rev And Expnss | 5142 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 5142 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 553534 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 558676 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2626 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3480 | CashBOY |
| Cash EOY | 854 | CashEOY |
| Total Assets BOY | 3480 | TotalAssetsBOY |
| Total Assets EOY | 854 | TotalAssetsEOY |
| Total Assets EOYFMV | 0 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3480 | UnrestrictedBOY |
| Unrestricted EOY | 854 | UnrestrictedEOY |
| Total Net Assets BOY | 3480 | TotalNetAssetsBOY |
| Total Net Assets EOY | 854 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3480 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 854 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3480 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2626 | ExcessOfRevenueOverExpenses |
| Subtotal | 854 | Subtotal |
| Total Net Assets Fund Balances EOY | 854 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distribution Ratio Year1 | 0.000000 | DistributionRatioYear1 |
| Distribution Ratio Year2 | 0.000000 | DistributionRatioYear2 |
| Distribution Ratio Year3 | 0.000000 | DistributionRatioYear3 |
| Distribution Ratio Year4 | 0.000000 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.000000 | TotalDistributionRatio |
| Average Distribution Ratio | 0.000000 | AverageDistributionRatio |
| Adj Nonchrtbl Assets And One | 0 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 0 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OK | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4053103103 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 BERRY ROAD STE 120 | AddressLine1 |
| City | NORMAN | City |
| State | OK | State |
| ZIP Code | 73072 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| RICHARD D LIDDELL | ||||||||
| 2449 SMOKING OAKS | NORMAN | OK | 73072 | PRESIDENT | 20.00 | 0 | 0 | 0 |
| KELLY ROSE | ||||||||
| 4729 WINDRUSH CIRCLE | NORMAN | OK | 73072 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| LARRY PRUITT | ||||||||
| 2541 SOMERSET PLACE | OKLAHOMA CITY | OK | 73116 | SECRETARY | 15.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 283642 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 341349 | ExcessDistriCarryoverYear4 |
| Total Excess Distri Carryover | 624991 | TotalExcessDistriCarryover |
| Total Corpus | 624991 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 283642 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 341349 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 341349 | ExcessFromYear4 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ROBERT CLAY LIDDELL FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 BERRY ROAD STE 120 | AddressLine1 |
| City | NORMAN | City |
| State | OK | State |
| ZIP Code | 73072 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4053103103 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER EXPLAINING NEED AND PROOF OF NEED. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| CB PASTORAL MINISTRIES | ||||||
| 2804 STONEBRIDGE CT | NORMAN | OK | 73071 | CURRENT | Pastoral Ministries | $20,000 |
| ADVENTURES IN MISSIONS | ||||||
| PO BOX 11909 | DENVER | CO | 80211 | CURRENT | Innercity Kids | $5,000 |
| OKC COMPASSION | ||||||
| 1121 N PENNSYLVANIA | OKLAHOMA CITY | OK | 73107 | CURRENT | General Assistance | $40,000 |
| ANTIOCH NORMAN | ||||||
| 1330 E LINDSEY | NORMAN | OK | 73071 | CURRENT | Education Scholarship | $8,800 |
| WORK ACTIVITY CENTER | ||||||
| 203 EAST MAIN | MOORE | OK | 73160 | CURRENT | General Assistance | $10,000 |
| ROB'S ROAD TO RECOVERY RANCH LLC | ||||||
| 23899 STATE HIGHWAY 74 | PURCELL | OK | 73080 | Current | Rehabiliation | $167,000 |
| BLAKE LUMAN | ||||||
| NONE | OKLAHOMA | OK | 73080 | CURRENT | General | $12,000 |
| DANFORTH PARTNERS | ||||||
| 3000 S BERRY RD | NORMAN | OK | 73072 | CURRENT | Youth Ministries | $200,000 |
| FAITHWORKS INNER CITY | ||||||
| 301 ELMWOOD | EDMOND | OK | 73013 | CURRENT | General Assistant | $27,500 |
| JAKE BEVELHYMER | ||||||
| NONE | OKLAHOMA CITY | OK | 73114 | CURRENT | General Assistant | $11,001 |
| THE ELLIS FOUNDATION | ||||||
| PO BOX 54 | FORT SCOTT | KS | 66701 | CURRENT | General Assistant | $19,750 |
| TRL | ||||||
| 3535 NW 58TH ST STE 600 | OKLAHOMA CITY | OK | 73112 | CURRENT | Sports Scholarship | $21,000 |
| ACC | ||||||
| 5900 S SANTE FE DRIVE | LITTLETON | CO | 80120 | Current | Sports Scholarship | $550 |
| LCEM | ||||||
| 3200 DELMAR RD | OKLAHOMA CITY | OK | 73115 | Current | Sports Scholarship | $4,700 |
| HILLSDALE | ||||||
| NONE | OKLAHOMA CITY | OK | 73114 | Current | General Assistant | $115 |
| MARQUIS FURNITURE | ||||||
| 116 S CRAWFORD | NORMAN | OK | 73112 | Current | General Assistant | $618 |
| NYSA | ||||||
| 1001 EAST ROBINSON | NORMAN | OK | 73071 | Current | General Assistant | $500 |
| PURCELL LION'S CLUB | ||||||
| 1526 S GREEN AVE | PURCELL | OK | 73071 | Current | General Assistant | $500 |
| YOUNG LIFE | ||||||
| 2933 W HEFNER | OKLAHOMA CITY | OK | 73112 | Current | General Assistant | $2,000 |
| YOUTH FOR CHRIST | ||||||
| 3535 NW 58TH ST STE 600 | OKLAHOMA CITY | OK | 73112 | Current | General Assistant | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 553534 | TotGrantOrContriPaidDuringYear |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Contributor Name IndividualContributorNameIndividual |
|---|---|---|---|---|---|---|---|
| COMMERCIAL BRICK CORPORATION | |||||||
| 1 | PO BOX 1382 | WEWOKA | OK | 74884 | 145950 | X | |
| (no name) | |||||||
| 2 | 803 ANNIE COURT | NORMAN | OK | 73072 | 200000 | X | DORIS DAHL |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| BANK FEES | 16 |
| MAINTENANCE | 5000 |
| OFFICE EXPENSE | 126 |