CHARLES AND MARION WEBER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES AND MARION WEBER FOUNDATION (EIN 20-7338204)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202421299349102992
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T16:24:32-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 S BOULDER AVE SUITE 800 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207338204 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLES & MARION WEBER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 9186913795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14011 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74159 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA LOW | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9186913795 | PhoneNum |
| Signature | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAMELA | PersonFirstNm |
| Person Last | LOW | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P SKERBITZ CPA | PreparerPersonNm |
| PTIN | P00254283 | PTIN |
| Phone | 9186280500 | PhoneNum |
| Preparation | 2024-05-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,723,399 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $143,563 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $143,563 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$32,433 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,962,242 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $111,130 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $143,563 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,955 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,955 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,053 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,053 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $862 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $862 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $399 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $263 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,742 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,870 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $290,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $290,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $351,242 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,870 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $290,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$240,112 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,693 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $166,837 | CashBOYAmt |
| Cash EOY | $239,944 | CashEOYAmt |
| Cash EOYFMV | $239,944 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,018,696 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,809,006 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,925,438 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,791,378 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,806,537 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,734,599 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $694,570 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $571,684 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $823,418 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,671,481 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,427,171 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,723,399 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,671,481 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,427,171 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,671,481 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,427,171 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,671,481 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,427,171 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,671,481 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$240,112 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,431,369 | SubtotalAmt |
| Other Decreases | $4,198 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,427,171 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SHORT-TERM TRANSACTIONS FROM MERRILL ACCOUNT X2157 | 2023-01-01 | 2023-12-31 | $879,808 | $914,270 | -$34,462 | -$34,462 | |
| LONG-TERM TRANSACTIONS FROM MERRILL ACCOUNT X2157 | 2022-01-01 | 2023-12-31 | $1,082,118 | $1,080,405 | $1,713 | $1,713 | |
| CAPITAL GAINS DIVIDENDS | $316 | $316 | $316 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$32,433 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,275 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,275 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,275 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,223 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,223 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $948 | OverpaymentAmt |
| Applied To ES Tax | $948 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PAMELA LOW | IndividualWithBooksNm |
| Phone | 9186913795 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 469 SLATE RIVER DR | AddressLine1Txt |
| City | CRESTED BUTTE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAMELA LOW | ||||||||
| 469 SLATE RIVER DR | CRESTED BUTTE | CO | 81224 | PRESIDENT | 8.00 | $5,000 | $0 | $0 |
| CHARLOTTE MILLER | ||||||||
| PO BOX 14073 | TULSA | OK | 74159 | SECRETARY / TREASURER | 3.00 | $3,500 | $0 | $0 |
| MARTHA ALFORD | ||||||||
| 1500 S FRISCO 3F | TULSA | OK | 74119 | TRUSTEE | 1.00 | $2,500 | $0 | $0 |
| KAREY LOW | ||||||||
| 469 SLATE RIVER DR | CRESTED BUTTE | CO | 81224 | TRUSTEE | 1.00 | $2,500 | $0 | $0 |
| CHARLES MEYERS JR | ||||||||
| 5721 S LEWIS AVE APT 1222 | TULSA | OK | 74105 | TRUSTEE | 1.00 | $2,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,520,658 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $203,391 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,724,049 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,724,049 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,861 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,638,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $281,909 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $281,909 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,275 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,275 | TotalTaxAmt |
| Distributable Before Adj | $280,634 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $280,634 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $280,634 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $290,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $290,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $280,634 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $158,350 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,530 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $47,529 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $86,636 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $142,999 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $458,044 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $290,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $280,634 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,866 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $467,910 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $158,350 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $309,560 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,530 | ExcessFromYear4Amt |
| Excess From Year3 | $47,529 | ExcessFromYear3Amt |
| Excess From Year2 | $86,636 | ExcessFromYear2Amt |
| Excess From Year1 | $142,999 | ExcessFromYear1Amt |
| Excess From Current Year | $9,866 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||||
| 2448 E 81ST STREET SUITE 3000 | TULSA | OK | 74137 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| APLASTIC ANEMIA & MDS INTERNATIONAL FOUNDATION | ||||||||
| 4330 EAST WEST HWY SUITE 230 | BETHESDA | MD | 208144595 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $10,000 | |
| ASCENSION ST JOHN'S FOUNDATION | ||||||||
| 1924 S UTICA AVE DAVIS TOWER 2ND | TULSA | OK | 74104 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | FLOOR |
| CATHOLIC CHARITIES OF EASTERN OKLAHOMA | ||||||||
| PO BOX 580460 | TULSA | OK | 741580460 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| CHAMBER MUSIC TULSA | ||||||||
| PO BOX 14560 | TULSA | OK | 74159 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $19,000 | |
| DOMESTIC VIOLENCE INTERVENTION SERVICES | ||||||||
| 3124 E APACHE STREET | TULSA | OK | 74110 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| EMERGENCY INFANT SERVICES | ||||||||
| 1110 S DENVER AVENUE | TULSA | OK | 74119 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| FOOD BANK OF EASTERN OKLAHOMA | ||||||||
| 1304 N KENOSHA AVENUE | TULSA | OK | 74106 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $10,000 | |
| FRIENDS OF STARLIGHT CONCERTS | ||||||||
| PO BOX 35158 | TULSA | OK | 74153 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $6,000 | |
| GILCREASE MUSEUM | ||||||||
| 800 S TUCKER DR | TULSA | OK | 74104 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $12,000 | |
| GREENWOOD CULTURAL CENTER | ||||||||
| 322 N GREENWOOD AVE | TULSA | OK | 74120 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $2,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 6235 EAST 13TH STREET | TULSA | OK | 74112 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| IRON GATE | ||||||||
| 501 WEST ARCHER STREET | TULSA | OK | 74103 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $10,000 | |
| JOHN 316 MISSION | ||||||||
| 575 N 39TH WEST AVENUE | TULSA | OK | 74127 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $10,000 | |
| KIPP TULSA PREPARATORY SCHOOL | ||||||||
| 1661 EAST VIRGIN STREET | TULSA | OK | 74106 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| LIFE SENIOR SERVICES | ||||||||
| 5950 E 31ST STREET | TULSA | OK | 74135 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $10,000 | |
| MEALS ON WHEELS OF METRO TULSA | ||||||||
| 12620 E 31ST STREET | TULSA | OK | 74146 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $10,000 | |
| NEIGHBORS ALONG THE LINE | ||||||||
| 5000 CHARLES PAGE BLVD | TULSA | OK | 74127 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $15,000 | |
| OETA FOUNDATION | ||||||||
| 7403 N KELLEY AVENUE | OKLAHOMA CITY | OK | 731118420 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $12,000 | |
| OKLAHOMA AQUARIUM FOUNDATION | ||||||||
| 300 S AQUARIUM DRIVE | JENKS | OK | 74037 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $2,000 | |
| PHILBROOK MUSEUM | ||||||||
| 2727 SOUTH ROCKFORD ROAD | TULSA | OK | 74114 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $10,000 | |
| PUBLIC RADIO TULSA | ||||||||
| 800 SOUTH TUCKER DRIVE | TULSA | OK | 74104 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $10,000 | |
| RESTORE HOPE MINISTRIES | ||||||||
| 2960 CHARLES PAGE BLVD | TULSA | OK | 74127 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $10,000 | |
| REVITALIZE T-TOWN | ||||||||
| 14 EAST 7TH STREET | TULSA | OK | 74119 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| SHERWIN MILLER MUSEUM JEWISH FEDERATION OF TULSA | ||||||||
| 2021 E 71ST STREET | TULSA | OK | 74136 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $2,000 | |
| SISTEMA TULSA | ||||||||
| 1301 S BOSTON AVENUE | TULSA | OK | 74119 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| SLOAN KETTERING MEMORIAL CANCER CENTER | ||||||||
| PO BOX 5028 | HAGERSTOWN | MD | 217415028 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| ST FRANCIS HOSPITAL CHILDREN'S FOUNDATION | ||||||||
| 6600 SOUTH YALE AVENUE SUITE 975 | TULSA | OK | 74136 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| ST SIMEON'S FOUNDATION | ||||||||
| 3701 N MLK JR BLVD | TULSA | OK | 74106 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES | ||||||||
| 815 SOUTH UTICA AVENUE | TULSA | OK | 74104 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| THE PENCIL BOX | ||||||||
| 2435 SOUTHWEST BOULEVARD | TULSA | OK | 74107 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| THE SALVATION ARMY | ||||||||
| PO BOX 397 | TULSA | OK | 74101 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| THE SPRING | ||||||||
| PO BOX 1588 | SAND SPRINGS | OK | 74063 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $1,000 | |
| TPAC ORBIT INITIATIVE | ||||||||
| 110 E 2ND ST | TULSA | OK | 74103 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| TULSA BALLET | ||||||||
| 1212 EAST 45TH PLACE SOUTH | TULSA | OK | 74105 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $15,000 | |
| TULSA BOTANIC GARDEN | ||||||||
| 3900 TULSA BOTANIC DR | TULSA | OK | 74127 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| TULSA DAY CENTER | ||||||||
| 415 WEST ARCHER STREET | TULSA | OK | 74103 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| TULSA GIRLS ART SCHOOL | ||||||||
| 2202 E ADMIRAL BLVD | TULSA | OK | 74110 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| TULSA SYMPHONY ORCHESTRA | ||||||||
| 117 N BOSTON AVENUE SUITE 201 | TULSA | OK | 74103 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| TULSA ZOO | ||||||||
| 6421 E 36TH STREET NORTH | TULSA | OK | 74115 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $2,000 | |
| UNIVERSITY OF TULSA | ||||||||
| 800 S TUCKER DRIVE | TULSA | OK | 741049700 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| UP WITH TREES | ||||||||
| 800 S TUCKER DR | TULSA | OK | 74127 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $500 | |
| WOODY GUTHRIE MUSEUM | ||||||||
| 102 E RECONCILIATION WAY | TULSA | OK | 74103 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $2,000 | |
| YWCA | ||||||||
| 1910 S LEWIS AVE | TULSA | OK | 74104 | NONE | PC | TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $290,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143,563 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$32,433 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $111,130 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,130 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,955 | Amt |
| Net Investment Income | $2,955 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,806,537 | EOYBookValueAmt |
| EOYFMV | $1,734,599 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,809,006 | EOYBookValueAmt |
| EOYFMV | $2,925,438 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $571,684 | BookValueAmt |
| EOYFMV | $823,418 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $4,198 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | P.O. BOX EXPENSE | Desc |
| Revenue And Expenses Per Books | $210 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $40,053 | Amt |
| Net Investment Income | $40,053 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID - MERRILL ACCT. X2157 | $667 | $667 | $0 |
| FOREIGN TAX PAID - MERRILL ACCT. X2158 | $195 | $195 | $0 |