Lucille Page Testamentary Charit Able Trust in Sand Springs, Oklahoma (OK)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Oklahoma
| Lucille Page Testamentary Charit Able Trust | |
| Employer Identification Number (EIN) | 736188163 |
| Name of Organization | Lucille Page Testamentary Charit Able Trust |
| Address | PO BOX 308, Sand Springs, OK 74063-0308 |
| Subsection | Charitable Organization |
| Ruling Date | 08/1983 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $912,139 |
| Amount of Income | $1,235,384 |
| Form 990 Revenue Amount | $57,981 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $125,353 | $125,176 | $42,717 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $23,768 | |||
| Gross rents | $17,464 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $177 | |||
| Other | $83,942 | |||
| Total expenses and disbursements | $100,869 | $13,109 | $0 | $29,617 |
| Compensation of officers, directors, trustees, etc. | $21,176 | |||
| Total operating and administrative expenses | $71,252 | $13,109 | $0 | |
| Contributions, gifts, grants paid | $29,617 | |||
| Excess of revenue over expenses and disbursements | $24,484 | |||
| Net investment income | $112,067 | |||
| Adjusted net income | $42,717 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $789,938 | $0 |
| Cash - non-interest-bearing | $8,151 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $781,786 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $789,937 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $83,942 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $2,241 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $10 |
| Tax due | $2,251 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $1,442,405 |
| Net value of noncharitable-use assets | $1,420,760 |
| Minimum investment return | $71,038 |
| Distributable Amount (for 2012) | |
| Distributable amount | $68,797 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $68,797 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,413 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Oklahoma | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Love Station Inc | PO BOX 14, Ponca City, OK 74602-0014 | OK | 1995-05 | $1,581,292 |
| 2 | Love Street World Outreach Inc | 220 Sw 25th St, Oklahoma City, OK 73109-5920 | OK | 2002-03 | $49,189 |
| 3 | Love4life Unlimited Corp | 5417 S Harvard Ave Ste 224, Tulsa, OK 74135 | OK | 2002-11 | $175,636 |
| 4 | Life Enrichment Seminars Inc | PO BOX 2717, Tulsa, OK 74101-2717 | OK | 1987-01 | $51,781 |
| 5 | Perinatal Quality Foundation | 12316a N May Ave, Oklahoma City, OK 73120-1944 | OK | 2006-03 | $792,266 |
| 6 | Marine Corps League | 1808 W Chambers Rd, Mcalester, OK 74501 | OK | 1946-07 | $241,694 |
| 7 | Loving Hands Ranch Inc | PO BOX 928, Sulphur, OK 73086-7928 | OK | 1985-07 | $52,153 |
| 8 | Loving Hearts Ministry | PO BOX 928, Bristow, OK 74010-0928 | OK | 1994-10 | $0 |
| 9 | Lucille And Harrold Peterson Foundation | 10900 Hefner Pointe Dr Ste 301, Oklahoma City, OK 73120-5075 | OK | 2000-03 | $57,714 |
| 10 | Lucille Denton And Leebird And Jerry Lewis Trust | PO BOX 1620, Tulsa, OK 74101-1620 | OK | $1,309,565 | |
| 11 | Lucille Page Testamentary Charit Able Trust | PO BOX 308, Sand Springs, OK 74063-0308 | OK | 1983-08 | $1,235,384 |
| 12 | Lucy Estes Memorial Trust | PO BOX 389, Blackwell, OK 74631-0389 | OK | $24,608 | |
| 13 | Luggage For Foster Children Of Okla Incorporated | PO BOX 285, Agra, OK 74824-0285 | OK | 2001-10 | $10,780 |
| 14 | Luke 2 52 Foundation | 2200 S Utica Pl Ste 400, Tulsa, OK 74114-7040 | OK | 2007-08 | $276,599 |
| 15 | Luke And Becky Corbett Foundation | PO BOX 7150, Edmond, OK 73083-7150 | OK | 2006-12 | $1,642,562 |
| 16 | Lupus Foundation Of Oklahoma Inc | 3017 N Stiles Ave Ste 203, Oklahoma City, OK 73105-2805 | OK | 1975-05 | $129,818 |
| 17 | Luther Community Service Center Inc | PO BOX 321, Luther, OK 73054-0321 | OK | 2007-07 | $49,500 |
| 18 | Immanuel Lutheran Church | 1800 Nw 36th St, Oklahoma City, OK 73118-3229 | OK | 1941-07 | $272,517 |
| 19 | Lutheran Senior Citizens Inc | 7707 W Britton Road, Oklahoma City, OK 73132-1512 | OK | 2004-07 | $8,561,282 |
| 20 | Lyle Hughart Welfare Fund-Tr, Jerry G Hovarter Joe A Mckenzie Co | 3717 Nw 63rd St Ste 100, Oklahoma City, OK 73116-1925 | OK | 1958-08 | $7,576,074 |
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