Clyde R Evans Charitable Trust in Oklahoma City, Oklahoma (OK)

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Clyde R Evans Charitable Trust
Employer Identification Number (EIN)736296082
Name of OrganizationClyde R Evans Charitable Trust
In Care of NameHeritage Trust Co
AddressPO BOX 21708, Oklahoma City, OK 73156-1708
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date02/1997
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2012
Assets$5,000,000 to $9,999,999
Income$5,000,000 to $9,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$8,158,846
Amount of Income$8,430,286
Form 990 Revenue Amount$184,936
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations

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Amount of income in 2012: $8,430,286 (it was $5,295,089 in 2011)
Clyde R Evans Charitable Trust: 

Other organizations performing similar types of work: 


Assets in 2012: $8,158,846 (it was $8,473,210 in 2011)
This organization: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$184,936$241,059$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$61,403
Dividends and interest from securities$179,656
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$502,893$43,051$0$460,287
Compensation of officers, directors, trustees, etc.$51,327
Total operating and administrative expenses$62,893$43,051$20,287
Contributions, gifts, grants paid$440,000
Excess of revenue over expenses and disbursements$-317,957
Net investment income$198,008
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$8,158,846$8,556,455
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$3,646,507
Investments-corporate bonds$1,080,217
Investments-mortgage loans$0
Total liabilities$0
Total liabilities and net assets/fund balances$8,158,846
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$0
Net capital loss$-56,123
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$1,980
Total credits and payments$3,280
2012 estimated tax payments and 2011 overpayment credited to 2012$3,280
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Amount to be credited to 2013 estimated tax$1,300
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$8,842,912
Net value of noncharitable-use assets$8,710,260
Minimum investment return$435,513
Distributable Amount (for 2012)
Distributable amount$433,533
Undistributed Income (for 2012)
Distributable amount for 2012$433,533
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
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
IdNameAddressStateEstablishedTotal Income
1The City College 21st Century Foundation Inc138th Street And Convent Avenue, New York, NY 10031NY1997-03$86,641,569
2Center For Inquiry Development Fund3965 Rensch Rd, Amherst, NY 14228-2743NY1998-12$10,791,389
3Chapel Hill Training Outreach Project Inc800 Eastowne Dr Ste 105, Chapel Hill, NC 27514-2215NC1993-05$8,975,022
4Ziering Family Foundation6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960CA1996-06$3,505,573
5Our Lady Of Divine Providence House Of Prayer Foundation Inc711 S Bayview Ave, Clearwater, FL 33759-4251FL1994-08$283,880
6E L And Thelma Gaylord Foundation6305 Waterford Blvd Ste 350, Oklahoma City, OK 73118-1176OK1995-12$24,711,310
7Mary K Chapman Foundation, Dickman J Jerry TteeOne Warren Pl 6100 S Yale Ave 1816, Tulsa, OK 74136OK1996-08$24,107,649
8Hille Family Charitable Foundation624 S Boston Avenue, Tulsa, OK 74119-1252OK1997-08$12,042,224
9Lobeck-Taylor Foundation1124 S Lewis Ave, Tulsa, OK 74104-3906OK1998-06$10,293,587
10M D Jirous Foundation Inc2701 W I 44 Service Rd, Oklahoma City, OK 73112-3775OK1996-04$9,228,775
11Clyde R Evans Charitable TrustPO BOX 21708, Oklahoma City, OK 73156-1708OK1997-02$8,430,286
12Cleo L Craig FoundationPO BOX 1213, Shawnee, OK 74802-1213OK1997-08$1,487,218
13Jexal FoundationPO BOX 151, Marlow, OK 73055-0151OK1991-05$908,221
14Darden Family Charitable Foundation15 E 5th St Ste 2020, Tulsa, OK 74103-4318OK1998-06$874,399
15Joullian Foundation Inc9800 N Oklahoma Ave, Oklahoma City, OK 73114-7406OK1996-05$674,854
16Joseph L Hull Jr Family Foundation1717 S Cheyenne Ave, Tulsa, OK 74119-4611OK1997-07$649,334
17Dave Morgan Foundation, Seymour Bill TteePO BOX 820, Blackwell, OK 74631-0820OK1995-10$475,762
18Harry And Louise Brown Foundation6303 N Portland Ave Ste 304, Oklahoma City, OK 73112-1466OK1996-12$340,812
19Dekraai Family Charitable Foundation2727 E 21st St Ste 305, Tulsa, OK 74114-3534OK1998-07$339,981
20Peyton Family Foundation, Peyton Sandra J Ttee1677 Saratoga Way, Edmond, OK 73003-3552OK1997-10$275,889
Number of organizations performing similar types of work
District of Columbia24
North Carolina135
North Dakota2
New Hampshire17
New Jersey210
New Mexico24
New York530
Rhode Island33
South Carolina40
South Dakota12
West Virginia9
Total5,243 is not associated with, endorsed by, or sponsored by Clyde R Evans Charitable Trust and has no official or unofficial affiliation with Clyde R Evans Charitable Trust