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← JOHN BOYCE MCKEEL & AYLEENE R MCKEEL CHARITABLE TR

Form 990 for tax year 2023

Filed by JOHN BOYCE MCKEEL & AYLEENE R MCKEEL CHARITABLE TR.

Totals

Total revenue
$199,548
Total expenses
$173,589
Contributions and grants received
$0
Grants paid
$138,104
Program service revenue
$0
Investment income
$161,703
Other revenue
$37,845
Total assets, end of year
$3,927,261
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,927,261
Program services expenses (Part IX)
$138,104
Management and general expenses
$35,485
Fundraising expenses
$0
Program service expenses (Part III)
$138,104

Program services were 79.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $142,481 · related or exempt $142,481

  • 5 · Royalties

    total $37,845 · related or exempt $37,845

  • 7a · Gross sales of assets other than inventory

    securities $655,426

  • 7b · Less cost or other basis and sales expenses

    securities $636,204

  • 7c · Gain or loss

    securities $19,222

  • 7d · Net gain or loss

    total $19,222 · related or exempt $19,222

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $138,104 · program services $138,104

  • 11c · Fees: accounting

    total $1,950 · management and general $1,950

  • 11f · Fees: investment management

    total $33,535 · management and general $33,535

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $65,794 · end of year $72,220

  • 2 · Savings and temporary cash investments

    beginning of year $200,000 · end of year $165,000

  • 10a · Land, buildings and equipment: cost or other basis

    $41,448

  • 10c · Land, buildings and equipment, net

    beginning of year $41,448 · end of year $41,448

  • 11 · Investments: publicly traded securities

    beginning of year $3,594,059 · end of year $3,648,593

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $3,901,301 · end of year $3,927,261

Mission and programs · 2023

Mission

TO ACCUMULATE AND DISTRIBUTE INCOME EXCLUSIVELY TO THE EDUCATIONAL, SCIENTIFIC, LITERARY, AND CHARITABLE ORGANIZATIONS AS SPECIFIED BY THE GRANTOR OR THE TRUSTEE.

Activities or mission (Part I)

TO ACCUMULATE AND DISTRIBUTE INCOME EXCLUSIVELY TO THE EDUCATIONAL, SCIENTIFIC, LITERARY AND CHARITABLE ORGANIZATIONS AS SPECIFIED BY THE GRANTOR OR THE TRUSTEE.

  • TO SUPPORT ST LUKE'S EPISCOPAL CHURCH

    Expenses $104,243 · Grants $104,243

  • TO SUPPORT PAWS ANIMAL SHELTER

    Expenses $20,000 · Grants $20,000

  • TO ALSO SUPPORT THE SALVATION ARMY,ECU FOUNDATION, MAMA T'S B&B, FAMILY CRISIS CENTER, ABBA'S TABLES, SOUTHERN OKLAHOMA ADDICTION RECOVERY, ADA HOMELESS SERVICES, AND CASA-CHILD CARE COTTAGE.

    Expenses $13,861 · Grants $13,861

As filed on the 2023 return.

Listed in Part VII

  • Vision Bank Trust Dept

    TRUSTEE

    Total calculated
    $33,535
    From this org
    $0
    From related orgs
    $33,535
    Other
    $0
    Hours/week
    8

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
20 February 2024
IRS schema version
2023v4.0
Source object
202410599349301811

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