Shriner-Smith Scholarship Trust, Montgomery John D Co-Ttee in Norman, Oklahoma (OK)

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Shriner-Smith Scholarship Trust, Montgomery John D Co-Ttee
Employer Identification Number (EIN)736285291
Name of OrganizationShriner-Smith Scholarship Trust
Secondary NameMontgomery John D Co-Ttee
In Care of NameJohn And Carolyn Montgomery
Address920 Heather Glen Dr, Norman, OK 73072-7628
ActivitiesScholarships (other)
SubsectionCharitable Organization
Ruling Date02/1996
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$500,000 to $999,999
Income$0
Filing Requirement990 - Not required to file (all other)
Asset Amount$522,293
Amount of Income$0
Form 990 Revenue Amount$0
National Taxonomy of Exempt Entities (NTEE)Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards


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Amount of income in 2014: $0 (it was $0 in 2013)
This organization: 

 $0
Other organizations performing similar types of work: 

 $72,336

Assets in 2014: $522,293 (it was $469,987 in 2013)
Shriner-Smith Scholarship Trust, Montgomery John D Co-Ttee: 

 $522,293
Other organizations performing similar types of work: 

 $239,394

Expenses in 2014: $7,766
Shriner-Smith Scholarship Trust, Montgomery John D Co-Ttee: 

 $7,766
Other organizations performing similar types of work: 

 $40,888

Income to expenses ratio in 2014: 0.0
Shriner-Smith Scholarship Trust, Montgomery John D Co-Ttee: 

 0.0
Other organizations performing similar types of work: 

 1.4

Grants share in income in 2014: -,nan,(ind)%
This organization: 

 -,nan,(ind)%
Other organizations performing similar types of work: 

 0.1%

Financial snapshot ($)

Expenses for 2014

Analysis of Revenue and Expenses (for 2014)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$0$17,668$17,668
Total expenses and disbursements$7,766$0$0$9,027
Compensation of officers, directors, trustees, etc.$1,766
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$0
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$1,766$0$3,027
Contributions, gifts, grants paid$6,000
Excess of revenue over expenses and disbursements$-7,766
Net investment income$17,668
Adjusted net income$17,668
Balance Sheets
2011201220132014
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$484,408$484,408$489,896$0$469,987$0$522,293$522,293
Cash - non-interest-bearing$44,281$28,115$14,721$0
Investments-U.S. and state government obligations$0$0$0$0
Investments-corporate stock$0$0$0$0
Investments-corporate bonds$0$0$0$0
Investments-mortgage loans$0$0$0$0
Investments-other$0$0$0$0
Other assets$0$0$0
Total liabilities$10,000$0$0$0
Total liabilities and net assets/fund balances$474,408$489,896$469,987$522,293
Capital Gains and Losses for Tax on Investment Income
2011201220132014
Capital gain net income$0$0$0$0
Net capital loss$0$0$0$0
Excise Tax Based on Investment Income
2011201220132014
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNoNo
Tax based on investment income$0$0$0$0
Total credits and payments$0$0$0$0
Any penalty for underpayment of estimated tax$0$0$0$0
Tax due$0$0$0
Overpayment$0$0$0
Amount to be credited to next year's estimated tax$0$0$0$0
Statements Regarding Activities
2011201220132014
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?NoNoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?NoNoNo
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNoNo
Did any persons become substantial contributors during the tax year?NoNoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNoNo
Statements Regarding Activities for Which Form 4720 May Be Required
2011201220132014
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNoNo
Agree to pay money or property to a government official?NoNoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNoNo
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)?NoNoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNoNo
Minimum Investment Return
2011201220132014
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$0$0$0$0
Net value of noncharitable-use assets$0$0$0
Minimum investment return$0$0$0$0
Distributable Amount
2011201220132014
Distributable amount$0$0$0$0
Undistributed Income
2011201220132014
Distributable amount for this year$0$0$0$0
Undistributed income for this year. This amount must be distributed in the next year$0$0$0$0
Private Operating Foundations (for 2011 - 2014)
2014201320122011Total
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
Supplementary Information (for 2014)
Grants approved for future payment$10,000
Analysis of Income-Producing Activities (for 2014)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$338$0
Dividends and interest from securities$14,422$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Sylvester H Reed Memorial TrustPO BOX 1111, Pflugerville, TX 78691-1111TX1998-01$1,242,927
2Osu Lew Wentz Foundation324 S Husband St, Stillwater, OK 74074-3536OK1950-02$5,906,623
3Karl And Georgia Martin Sr Anna Belle Flynn Karl And June Martin, Jr Foundation6307 Waterford Blvd, Oklahoma City, OK 73118-1125OK1996-12$1,742,132
4William S & Ann Atherton Foundation1924 S Utica Ave Ste 1018, Tulsa, OK 74104-6522OK1998-03$472,115
5Tulsa County Medical Society Scholarship Fund5315 S Lewis Ave, Tulsa, OK 74105-6539OK1969-03$160,434
6Sean David Conover Charitable Scholarship Foundation21120 N 4020 Rd, Bartlesville, OK 74006-0716OK1998-10$49,996
7Americas Challenge Foundation, Americas Challenge1140 N Macarthur Blvd, Oklahoma City, OK 73127-4327OK1991-09$0
8Bless Fund Inc105 Sw Penn, Bartlesville, OK 74003-2321OK1990-10$0
9Caribbean-American Educational Foundation, Caribbean-American Assn Of OklahomaPO BOX 15275, Del City, OK 73155-5275OK1996-02$0
10Colcord High School Scholarship FundPO BOX 193, Colcord, OK 74338-0193OK1993-11$0
11Dick West Memorial Scholarship Charitable TrustPo Box 562, Sentinel, OK 73664OK1969-03$0
12Friends Of The Ardmore Public Library Inc320 E Street Nw, Ardmore, OK 73401OK1992-10$0
13Jennifer Gibson Memorial Scholarship Fund10201 N 120th E Avenue, Owasso, OK 74055OK1994-01$0
14Keeper Of The Plains Scholarship Board IncPO BOX 686, Enid, OK 73702-0686OK1995-01$0
15Osma Auxiliary Health Education Foundation Inc313 Ne 50, Oklahoma City, OK 73105OK1996-12$0
16Ponca City Federated Music Club3648 Ashbury Rd, Ponca City, OK 74604-1601OK1996-08$0
17Shriner-Smith Scholarship Trust, Montgomery John D Co-Ttee920 Heather Glen Dr, Norman, OK 73072-7628OK1996-02$0
18Sports Stars Of Oklahoma Inc2511 E 29th Pl N, Tulsa, OK 74110-1833OK1991-03$0
19Stigler Community Development FoundationP O Box 761, Stigler, OK 74462OK1994-07$0
20Stilwell Public School Foundation IncPo Box 185, Stilwell, OK 74960OK1992-02$0
Number of organizations performing similar types of work
Alaska15
Alabama29
Arkansas27
Arizona42
California252
Colorado46
Connecticut69
District of Columbia36
Delaware10
Florida151
Georgia78
Hawaii18
Iowa52
Idaho15
Illinois193
Indiana80
Kansas57
Kentucky48
Louisiana26
Massachusetts102
Maryland74
Maine15
Michigan138
Minnesota61
Missouri93
Mississippi12
Montana14
North Carolina100
North Dakota5
Nebraska30
New Hampshire12
New Jersey147
New Mexico15
Nevada16
New York202
Ohio188
Oklahoma33
Oregon38
Pennsylvania160
Rhode Island22
South Carolina36
South Dakota7
Tennessee42
Texas251
Utah11
Virginia136
Vermont9
Washington68
Wisconsin96
West Virginia21
Wyoming9
International5
Total3,412

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