STRATEGY STUDIO / PUBLIC DATA EXPLORER

JOHN BOYCE MCKEEL & AYLEENE R MCKEEL CHARITABLE TR: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
JOHN BOYCE MCKEEL & AYLEENE R MCKEEL CHARITABLE TR (EIN 75-3160348)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-03-24
IRS object ID
201230849349300303
Schema version
2011v1.2
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)
Timestamp2012-03-24T09:37:08-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN731313744EIN

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1543AddressLine1
CityADACity
StateOKState
ZIP Code74820ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN753160348EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JOHN BOYCE & AYLEENE MCKEEL CHARITABLE TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMCKENameControl
Phone5803325132Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1VISION BANK TRUST DEPT PO BOX 669AddressLine1
CityADACity
StateOKState
ZIP Code748210669ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKEYWOOD DEESEName
TitleSR VP & TRUST OFFICER, VISION BANKTitle
Phone5803325132Phone
Date Signed2012-03-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBILL J HORNE SR CPAName
PTINP01286967PTIN
Phone5803325733Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonKEYWOOD DEESENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1PO BOX 669AddressLine1
CityADACity
StateOKState
ZIP Code748210669ZIPCode
FieldValueIRS element (for citing)
Gross Receipts449025GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2005YearFormation
State Legal DomicileOKStateLegalDomicile
Activity Or Mission DescriptionTO ACCUMULATE AND DISTRIBUTE INCOME EXCLUSIVELY TO THE EDUCATIONAL, SCIENTIFIC, LITERARY AND CHARITABLE ORGANIZATIONS AS SPECIFIED BY THE GRANTOR OR THE TRUSTEE.ActivityOrMissionDescription
Nbr Voting Members Governing Body0NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year124520InvestmentIncomePriorYear
Investment Income Current Year99926InvestmentIncomeCurrentYear
Other Revenue Prior Year36067OtherRevenuePriorYear
Other Revenue Current Year20761OtherRevenueCurrentYear
Total Revenue Prior Year160587TotalRevenuePriorYear
Total Revenue Current Year120687TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year112551GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY87715GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year18991OtherExpensePriorYear
Other Expenses Current Year19999OtherExpensesCurrentYear
Total Expenses Prior Year131542TotalExpensesPriorYear
Total Expenses Current Year107714TotalExpensesCurrentYear
Revenues Less Expenses Prior Year29045RevenuesLessExpensesPriorYear
Revenues Less Expenses CY12973RevenuesLessExpensesCY
Total Assets BOY2781055TotalAssetsBOY
Total Assets EOY2794028TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2781055NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2794028NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTO ACCUMULATE AND DISTRIBUTE INCOME EXCLUSIVELY TO THE EDUCATIONAL, SCIENTIFIC, LITERARY, AND CHARITABLE ORGANIZATIONS AS SPECIFIED BY THE GRANTOR OR THE TRUSTEE.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense65786Expense
Grants65786Grants
DescriptionTO SUPPORT ST LUKE'S EPISCOPAL CHURCHDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense20000Expense
Grants20000Grants
DescriptionTO SUPPORT PAWS ANIMAL SHELTERDescription

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense1929Expense
Grants1929Grants
DescriptionTO SUPPORT ADA AREA YOUTH SHELTER, FAMILY CRISIS CENTER, & ADA BOYS & GIRLS CLUBDescription
FieldValueIRS element (for citing)
Total Of Other Program Service Exp1929TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt1929TotalOfOtherProgramServiceGrnt
Total Program Service Expense87715TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members0NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1VISION BANK TRUST DEPTBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5803325132TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 669AddressLine1
CityADACity
StateOKState
ZIP Code748210669ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA

FieldValueIRS element (for citing)
Name PersonVISION BANK TRUST DEPTNamePerson
TitleTRUSTEETitle
Institutional TrusteeXInstitutionalTrustee
Reportable Comp From Organization0ReportableCompFromOrganization
Reportable Comp From Related Orgs0ReportableCompFromRelatedOrgs
Other Compensation0OtherCompensation
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column90582TotalRevenueColumn
Related Or Exempt Function Income90582RelatedOrExemptFunctionIncome

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column20285TotalRevenueColumn
Related Or Exempt Function Income20285RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities337682Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities328338Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities9344Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column9344TotalRevenueColumn
Related Or Exempt Function Income9344RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER INCOMEDescription
Business Code900099BusinessCode
Total Revenue Column476TotalRevenueColumn
Related Or Exempt Function Income476RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue476TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column120687TotalRevenueColumn
Related Or Exempt Function Income120687RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total87715Total
Program Services87715ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total1810Total
Management And General1810ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total18189Total
Management And General18189ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total107714Total
Program Services87715ProgramServices
Management And General19999ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY55826BOY
EOY10824EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY630000BOY
EOY640000EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis41416LandBuildingsEquipmentBasis

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY41416BOY
EOY41416EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY2053813BOY
EOY2101788EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2781055BOY
EOY2794028EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY2781055BOY
EOY2794028EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2781055BOY
EOY2794028EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2781055BOY
EOY2794028EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses12973ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 OtherXSupportingOrg509a3Type3Other
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation (5 entries)

EINEINType Of OrganizationTypeOfOrganizationListed In Governing DocListedInGoverningDocSupported Organization NotifiedSupportedOrganizationNotifiedOrganized In USOrganizedInUSAmountAmount
ST LUKE'S EPISCOPAL CHURCH
731200574501(C)(3)111$65,786
PONTOTOC ANIMAL WELFARE SOCIETY (PAWS)
731157284501(C)(3)111$20,000
ADA AREA YOUTH SHELTER
730802458501(C)(3)111$643
FAMILY CRISIS CENTER
731137514501(C)(3)111$643
ADA BOYS & GIRLS CLUB
730724464501(C)(3)111$643
FieldValueIRS element (for citing)
Total Number Of Supported Orgs5TotalNumberOfSupportedOrgs
Sum Of Amounts87715SumOfAmounts

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis41416InvestmentCostOrOtherBasis
Book Value41416BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings41416TotalOfBookValueLandBuildings
Total Revenue120687TotalRevenue
Total Expenses107714TotalExpenses
Excess Or Deficit For Year12973ExcessOrDeficitForYear
Excess Or Deficit Per FS12973ExcessOrDeficitPerFS

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained0RecordsMaintained

Recipient Table RecipientTable (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
ST LUKE'S EPISCOPAL CHURCH
17TH BROADWAY PO BOX 890ADAOK74820731200574501(C)(3)65786MAINTAIN THEIR CHARITABLE OPERATIONS
PAWS
1200 SANDY CREEK DRADAOK74820731157284501(C)(3)20000MAINTAIN THEIR CHARITABLE OPERATIONS
ADA AREA YOUTH SHELTER
901 W 18TH STADAOK74820730802458501(C)(3)643MAINTAIN THEIR CHARITABLE OPERATIONS
FAMILY CRISIS CENTER
605 E 12THADAOK74820731137514501(C)(3)643MAINTAIN THEIR CHARITABLE OPERATIONSMAINTAIN THEIR CHARITABLE OPERATIONS
ADA BOYS & GIRLS CLUB
915 S HICKORYADAOK74820730724464501(C)(3)643MAINTAIN THEIR CHARITABLE OPERATIONS
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants5TotalNbrOf501C3AndGovtGrants

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
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 74821-0669.CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC