Civic Intelligence

The Ben and Peggy Kates Foundation

990PF • Fiscal year 2017 • EIN 47-5457957

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 22, 2018

Organization Profile
4601 E Britton RdOklahoma City, OK 73131

(405) 630-0432

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

$351,746

No earlier filing loaded for comparison.

Net Assets

$351,746

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

$302,317

No earlier filing loaded for comparison.

Expenses

$10,915

No earlier filing loaded for comparison.

Net Income

$291,402

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2017: $351,746Liabilities 2017: $0Net Assets 2017: $351,7462017Assets 2018: $666,464Liabilities 2018: $0Net Assets 2018: $666,4642018Assets 2019: $781,924Liabilities 2019: $0Net Assets 2019: $781,9242019Assets 2020: $864,301Liabilities 2020: $0Net Assets 2020: $864,3012020Assets 2021: $881,614Liabilities 2021: $0Net Assets 2021: $881,6142021Assets 2022: $844,805Liabilities 2022: $0Net Assets 2022: $844,8052022Assets 2023: $854,499Liabilities 2023: $0Net Assets 2023: $854,4992023Assets 2024: $897,967Liabilities 2024: $0Net Assets 2024: $897,9672024

Highlighted filing

2017

Assets$351,746
Liabilities$0
Net Assets$351,746
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2017: $302,317Expenses 2017: $10,915Net Income 2017: $291,4022017Revenue 2018: $320,491Expenses 2018: $5,773Net Income 2018: $314,7182018Revenue 2019: $130,731Expenses 2019: $15,271Net Income 2019: $115,4602019Revenue 2020: $115,698Expenses 2020: $33,321Net Income 2020: $82,3772020Revenue 2021: $57,403Expenses 2021: $40,090Net Income 2021: $17,3132021Revenue 2022: $14,920Expenses 2022: $51,729Net Income 2022: -$36,8092022Revenue 2023: $55,499Expenses 2023: $45,805Net Income 2023: $9,6942023Revenue 2024: $91,565Expenses 2024: $48,106Net Income 2024: $43,4592024

Highlighted filing

2017

Revenue$302,317
Expenses$10,915
Net Income$291,402
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 22, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PEGGY KATESOfficer-$0--
Filing and Contact Details

Filer

Filer Name
The Ben and Peggy Kates Foundation
EIN
47-5457957
Phone
4056300432
Address
4601 E BRITTON RD, OKLAHOMA CITY, OK 73131

Signing Officer

Name
Peggy Kates
Title
Officer
Phone
4056300432
Signed
2018-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Peters & Chandler Pc
Address
2601 NW EXPRESSWAY ST STE 600E, OKLAHOMA CITY, OK 73112-7209
Preparer
Rodney W England
Phone
4058439371
Raw XML Appendix279 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0650
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt055194
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt056770
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0780
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01141
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0146
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02067
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02067
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0650
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01141
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0300250
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0780
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0780
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0291402
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08615
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0146
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0146
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02453
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt04906
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01141
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02053
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01195
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06603
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt010915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02067
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0302317
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03103
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-42
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-42
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AFI FUND OF AMERICA XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01141
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0291402
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0351746
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt060344
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0351746
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04459
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04459
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04459
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04500
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt041
IRS990PF/DistributableAmountGrp/TotalTaxAmt041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt041
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt041
IRS990PF/FMVAssetsEOYAmt0353322
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt060344
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt055194
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt056770
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt060344
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0351746
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0296552
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0296552
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt060344
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0351746
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0353322
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt060344
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0351746
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt060344
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0351746
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt097003
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt063288
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt033715
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07000
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04500
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt090003
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt097003
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PEGGY KATES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04601 E BRITTON RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OKLAHOMA CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd073131
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0true
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06603
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06603
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06603
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04601E BRITTON ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OKLAHOMA CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd073131
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PEGGY KATES
IRS990PF/StatementsRegardingActyGrp/PhoneNum04056300432
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEALS TO HOMEBOUND ELDERLY AND DISAB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HOME FOR NEGLECTED/ABUSED CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ELEMENTARY SCHOOL FOR HOMELESS CHILD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3HOME FOR ABUSED/NEGLECTED BOYS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT (COUNSELING, FOSTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT CHILDREN'S DANCE CAMPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0EDMOND MOBILE MEALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PEPPERS RANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2POSITIVE TOMORROWS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3WHITE FIELDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4SUNBEAM FAMILY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5PRAIRIE DANCE THEATHRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt025 W 3RD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 3814
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 61190
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt37127 COUNTY LINE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41100 NW 14 ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 16079
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EDMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1EDMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PIEDMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd173083
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd273146
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd373078
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd473106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd573113
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03858
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02745
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04459
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt0945
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0945
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06603
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0945
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0601
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02745
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PEGGY KATES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04601 E BRITTON ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0OKLAHOMA CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd073131
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0300000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02453
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04906
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BUSINESS REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01134
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt161
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0PEGGY KATES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt04601 E BRITTON ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0OKLAHOMA CITY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0OK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd073131
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PEGGY KATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04056300432
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BEN AND PEGGY KATES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BENA
ReturnHeader/Filer/EIN0475457957
ReturnHeader/Filer/PhoneNum04056300432
ReturnHeader/Filer/USAddress/AddressLine1Txt04601 E BRITTON RD
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073131
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00F87393D20B0B5DB25AEAA56DA16854DE771C269
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00F87393D20B0B5DB25AEAA56DA16854DE771C269
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-10-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:37:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731078673
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETERS & CHANDLER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02601 NW EXPRESSWAY ST STE 600E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731127209
ReturnHeader/PreparerPersonGrp/PhoneNum04058439371
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RODNEY W ENGLAND
ReturnHeader/ReturnTs02018-10-25T12:37:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$351,746
Liabilities
$0
Net assets
$351,746
Revenue
$302,317
Expenses
$10,915
Net income
$291,402
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$0.92$0.48$0.43
2023Detailed filing. Detailed filing data is available for this year.$8.54$0.00$8.54$0.55$0.46$0.10
2022Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$0.15$0.52$0.37
2021Detailed filing. Detailed filing data is available for this year.$8.82$0.00$8.82$0.57$0.40$0.17
2020Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$1.16$0.33$0.82
2019Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$1.31$0.15$1.15
2018Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$3.20$0.06$3.15
2017Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$3.02$0.11$2.91