Una Pearl Mckee Charitable Tr, Rodgers James R Ttee in Blackwell, 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
- Organizations performing similar types of work
| Una Pearl Mckee Charitable Tr, Rodgers James R Ttee | |
| Employer Identification Number (EIN) | 016229478 |
| Name of Organization | Una Pearl Mckee Charitable Tr |
| Secondary Name | Rodgers James R Ttee |
| In Care of Name | James R Rodgers |
| Address | 105 N Main St, Blackwell, OK 74631-2226 |
| Subsection | Charitable Organization |
| Ruling Date | 10/2003 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $214,274 |
| Amount of Income | $58 |
| Form 990 Revenue Amount | $11,736 |
| National Taxonomy of Exempt Entities (NTEE) | Diseases, Disorders, Medical Disciplines: Fund Raising and/or Fund Distribution |
Non-representatives - add comments:
Amount of income in 2013: $58 (it was $102 in 2012)
| Una Pearl Mckee Charitable Tr, Rodgers James R Ttee: | $58 |
| Other organizations performing similar types of work: | $63,282 |
Assets in 2013: $214,274 (it was $227,577 in 2012)
| This organization: | $214,274 |
| Other organizations performing similar types of work: | $31,552 |
Expenses in 2012: $11,058
| This organization: | $11,058 |
| Other organizations performing similar types of work: | $40,991 |
Income to expenses ratio in 2012: 0.0
| Una Pearl Mckee Charitable Tr, Rodgers James R Ttee: | 0.0 |
| Other organizations performing similar types of work: | 3.3 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 100.0% |
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 | $102 | $102 | $102 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $57 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $45 | |||
| Total expenses and disbursements | $11,058 | $627 | $1,127 | $10,448 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,127 | $627 | $0 | |
| Contributions, gifts, grants paid | $9,931 | |||
| Excess of revenue over expenses and disbursements | $-10,956 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $227,577 | $207,387 |
| Cash - non-interest-bearing | $27,577 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $200,000 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $227,577 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $210,231 |
| Net value of noncharitable-use assets | $207,060 |
| Minimum investment return | $10,353 |
| Distributable Amount (for 2012) | |
| Distributable amount | $10,353 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $10,353 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $9,839 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Earl K Long Foundation, Univerity Medical Center Management | PO BOX 3374, Baton Rouge, LA 70821 | LA | 2006-01 | $176,551,485 |
| 2 | United Cerebral Palsy Of Palm Beach And Mid-Coast Counties Inc | 2700 W 81st St, Hialeah, FL 33016-2732 | FL | 2003-04 | $4,618,461 |
| 3 | Drs Martin & Dorothy Spatz Charitable Foundation Tr | 966 Ferguson Rd, Sebastopol, CA 95472-9668 | CA | 2010-07 | $4,412,572 |
| 4 | Sharpe-Strumia Research Foundation Of The Bryn Mawr Hospital | 100 Lancaster Ave, Wynnewood, PA 19096-3450 | PA | 2003-11 | $3,281,423 |
| 5 | Foundation For Advancing Cancer Trials Outreach And Research Facto | 6031 Norway Rd, Dallas, TX 75230-4056 | TX | 2013-11 | $3,000,024 |
| 6 | The Against Malaria Foundation | 310 W 20th St Ste 300, Kansas City, MO 64108-2025 | MO | 2005-07 | $2,826,966 |
| 7 | Town Fair Tire Foundation Inc | 460 Coe Ave, East Haven, CT 06512-3836 | CT | 2003-05 | $2,758,292 |
| 8 | Ben Towne Pediatric Cancer Research Foundation | 4538 47th Ave Ne, Seattle, WA 98105-3820 | WA | 2010-04 | $2,465,051 |
| 9 | Townebank Foundation | 6001 Harbour View Blvd, Suffolk, VA 23435-2767 | VA | 2001-10 | $1,748,691 |
| 10 | Southern Chester County Emergency Medical Services Inc | PO BOX 8012, West Grove, PA 19390-0812 | PA | 1984-05 | $1,415,932 |
| 11 | Resort Charity Events Inc | PO BOX 1608, Bloomington, IN 47402-1608 | IN | 2014-08 | $1,279,474 |
| 12 | Global Foundation For Peroxisomal Disorders | 5147 S Harvard Ave Suite 181, Tulsa, OK 74135-3587 | OK | 2011-01 | $219,593 |
| 13 | Lauren Elise Memorial Foundation | Po Box 101, Jenks, OK 74037 | OK | 2011-12 | $157,955 |
| 14 | Aids Walk Of Oklahoma City Inc | PO BOX 60778, Oklahoma City, OK 73146-0778 | OK | 2002-01 | $52,171 |
| 15 | Stop Mjd Inc | 1401 S Cheyenne Ave, Tulsa, OK 74119-3401 | OK | 2012-04 | $49,250 |
| 16 | Rocking T Cure For Kids Foundation Inc | Rr1 Box 171b, Temple, OK 73568 | OK | 2013-11 | $13,165 |
| 17 | Prudence Little Foundation | PO BOX 618, Madill, OK 73446-0618 | OK | 2012-06 | $1,421 |
| 18 | Una Pearl Mckee Charitable Tr, Rodgers James R Ttee | 105 N Main St, Blackwell, OK 74631-2226 | OK | 2003-10 | $58 |
| 19 | Heels For Hope Foundation | Po Box 233, Oklahoma City, OK 73101 | OK | 2011-04 | $0 |
| 20 | Women Who Care Inc | 324 No Camden Pl, Muskogee, OK 74403 | OK | 2002-04 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 1,359 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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