KIRKPATRICK FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KIRKPATRICK FOUNDATION INC (EIN 73-0701736)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-26
- IRS object ID
- 202432709349100233
- Schema version
- 2023v5.1
- 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 Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-26T17:06:40-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19026 RIDGEWOOD PKWY STE 400 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78259 | 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 | 730701736 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRKPATRICK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIRK | BusinessNameControlTxt |
| Phone | 4056080934 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WEST WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAX WEITZENHOFFER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4056080934 | PhoneNum |
| Signature | 2024-09-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA A RODRIGUEZ | PreparerPersonNm |
| PTIN | P01073764 | PTIN |
| Phone | 2108286281 | PhoneNum |
| Preparation | 2024-09-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $90,190,935 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,080,896 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,080,896 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,829,159 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,279,265 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,829,159 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $552,179 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $552,179 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,462,234 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,462,234 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $282,689 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $42,403 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $240,286 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $357,835 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $25,227 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $123,113 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $385,136 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $45,012 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $339,651 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,117 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $56,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,091 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $244,133 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $241,489 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $219 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $126,975 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $42,675 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $5,699 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,850 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,850 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $129,766 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $64,883 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,523 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $887,712 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $95,374 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,151,610 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,487,162 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $587,963 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,883,843 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,367,019 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,367,019 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,854,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $587,963 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,250,862 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $608,053 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,874,271 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $180,875 | CashBOYAmt |
| Cash EOY | $301,050 | CashEOYAmt |
| Cash EOYFMV | $301,050 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,584,948 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,690,496 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,690,496 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $255,159 | AcctRcvblBOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,716,319 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $247,058 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $247,058 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $57,196,044 | CorporateStockBOYAmt |
| Corporate Stock EOY | $67,452,255 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $67,452,255 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,326,210 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,572,888 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,572,888 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $123,085 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $123,085 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $261,121 | OtherAssetsBOYAmt |
| Other Assets EOY | $254,531 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,927,188 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $76,520,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,518,278 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $90,190,935 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $204,555 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $257,620 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $204,555 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $257,620 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $76,316,121 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $86,260,658 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $76,316,121 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $86,260,658 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $76,520,676 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $86,518,278 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $76,316,121 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $608,053 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,361,484 | OtherIncreasesAmt |
| Subtotal | $86,285,658 | SubtotalAmt |
| Other Decreases | $25,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $86,260,658 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $8,279,265 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,450,106 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,829,159 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,829,159 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,829,159 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $67,752 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $67,752 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $67,752 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,433 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $87,433 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $362 | EsPenaltyAmt |
| Overpayment | $19,319 | OverpaymentAmt |
| Applied To ES Tax | $19,319 | 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 | WWW.KIRKPATRICKFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4056080934 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WEST WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTIAN K KEESEE | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| REBECCA MCCUBBIN | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| LOUISA MCCUNE | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | EXECUTIVE DIRECTOR | 40.00 | $269,228 | $13,461 | $0 |
| MAX WEITZENHOFFER | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| GEORGE RECORDS | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOY REED BELT | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | SECRETARY | 1.00 | $0 | $0 | $0 |
| LIZ EICKMAN | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | ADVISOR | 1.00 | $0 | $0 | $0 |
| ROBERT CLEMENTS | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TREASURER | 1.00 | $0 | $0 | $0 |
| GLENNA TANENBAUM | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID F GRIFFIN | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HENRY J HOOD | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AIMEE HARLOW | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LESA STAUBUS | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | SENIOR PROGRAM OFFIC | 40.00 | $150,610 | $7,531 | $0 |
| SUSAN GROSSMAN | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | SENIOR PROGRAM OFFIC | 40.00 | $123,473 | $6,174 | $0 |
| KELLY BURLEY | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | PROGRAM OFFICER | 40.00 | $107,004 | $5,350 | $0 |
| JENNIFER KRUPOFF | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | EXECUTIVE ASSISTANT | 40.00 | $81,314 | $2,468 | $0 |
| ALANA RUIZ DE LA PENA | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | MANAGING EDITOR, ART | 40.00 | $70,527 | $3,526 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISERS | |||||
| 620 NEWPORT CENTER DRIVE SUITE 500 | NEWPORT BEACH | CA | 92660 | INVESTMENT MANAGEMENT | $116,099 |
| WALKER CREATIVE INC | |||||
| 1707 BROADWAY AVE | OKLAHOMA CITY | OK | 73103 | EVENT PLANNING | $57,265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ARTDESK IS A FREE, QUARTERLY PUBLICATION DEVOTED TO CONTEMPORARY ART, PERFORMANCE AND THOUGHT. ITS MISSION IS TO INFORM READERS ABOUT REGIONAL AND NATIONAL EVENTS, EXHIBITIONS, EDUCATION, AND PROMOTE CREATIVE LITERACY AND APPRECIATION. THIS PUBLICATION IS DISTRIBUTED WIDELY ACROSS OKLAHOMA, TEXAS, AND COLORADO. THE MAGAZINE PRINTS MORE THAN 82,000 COPIES OF EVERY ISSUE. WITH EACH ISSUE, 40,000 COPIES ARE INSERTED INTO A WEEKLY EDITION OF THE OKLAHOMAN AND A SUNDAY EDITION OF THE NEW YORK TIMES. 4,100 COPIES ARE DISTRIBUTED TO EVERY MIDDLE SCHOOL AND HIGH SCHOOL VISUAL ARTS DEPARTMENT IN OKLAHOMA CITY PUBLIC SCHOOLS AND MORE THAN 2,500 ARE MAILED TO ALL 50 STATES AND 6 FOREIGN COUNTRIES. PUBLISHED BY THE KIRKPATRICK FOUNDATION, ARTDESK WILL CONTINUE ITS MISSION TO EDUCATE THE REGION ON THE CONTEMPORARY ARTS. | Description1Txt |
| Expenses1 | $648,972 | Expenses1Amt |
| Description2 | SAFE & HUMANE IS KIRKPATRICK FOUNDATION'S TWENTY-YEAR INITIATIVE TO MAKE OKLAHOMA THE SAFEST AND MOST HUMANE PLACE TO BE AN ANIMAL BY THE YEAR 2032. THE FOUNDATION'S APPROACH IS TO CONVENE, HONOR, PROMOTE, FUND, RESEARCH, AND PUBLISH EFFORTS TO IMPROVE THE LIVES OF OKLAHOMA ANIMALS AND THE PEOPLE WHO CARE FOR THEM. THE FOUNDATION BELIEVES THAT BY MINIMIZING ANIMAL SUFFERING AND ELEVATING THE STANDARDS OF CARE, TREATMENT, AND WELFARE FOR ALL OKLAHOMA ANIMALS, THE CONDITION OF ALL OKLAHOMA CITIZENS WILL BE GREATLY IMPROVED. A KEY ELEMENT OF THE SAFE & HUMANE INITIATIVE IS THE TRIENNIAL ANIMAL CONFERENCE (HELD IN 2015, 2018, AND MOST RECENTLY ON AUGUST 27-28, 2021). | Description2Txt |
| Expenses2 | $281,483 | Expenses2Amt |
| Description3 | KIRKPATRICK FOUNDATION HAS OTHER SMALLER PHILANTHROPIC PROGRAMS THAT ARE EITHER SHORT-LIVED OR NOT YET FULLY DEVELOPED, AND A STUDENT JOURNALISM PROGRAM IN THE EARLY STAGES. | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | RED RIDGE NATURE PRESERVE IS LAND PARCEL OF 133 ACRES. ITS MISSION WILL BE TO BE PRESERVE AND PROTECT THE LAND'S DELICATE ECOSYSTEM AND HISTORIC STRUCTURES. PRELIMINARY PLANS INVOLVE A RENOVATION OF RED RIDGE MANOR AND THE OTHER TWO HOUSES, WINDY HILL AND PREACHER'S WALL. ULTIMATELY, THE LAND WILL SERVE AS A PLACE OF REST, REJUVENATION, AND CONTEMPLATION FOR THE BENEFIT OF OKLAHOMA CITY RESIDENTS, VISITORS, AND WILDLIFE. | Description4Txt |
| Expenses4 | $39,987 | Expenses4Amt |
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 | $75,085,847 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,361,873 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,829,757 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $84,277,477 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $84,277,477 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,264,162 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $83,013,315 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,150,666 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,150,666 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67,752 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $67,752 | TotalTaxAmt |
| Distributable Before Adj | $4,082,914 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,082,914 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,082,914 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,250,862 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,250,862 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,082,914 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $694,404 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,250,862 | QualifyingDistributionsAmt |
| Applied To Year1 | $694,404 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,556,458 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $526,456 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LOUISA MCCUNE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 W WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4056080934 | RecipientPhoneNum |
| Recipient Email Address | LOUISA@KIRKPATRICKFOUNDATION.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE APPLICATION SHOULD BE FILLED OUT ONLINE AT HTTP://KIRKPATRICKFOUNDATION.COM/APPLY-FOR-A-GRANT. SMALL GRANT APPLICATIONS HAVE NO SPECIFIC DEADLINE, BUT PLEASE ALLOW 30-45 DAYS FOR CONSIDERATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES ARE JUNE 1 AND DECEMBER 1 FOR LETTERS OF INQUIRY FOR REQUESTS OVER $10,000. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT PROPOSALS ARE CONSIDERED ONLY FROM ELIGIBLE ORGANIZATIONS WHO: - CURRENTLY QUALIFY AS A 501(C)(3) NONPROFIT ORGANIZATION ACCORDING TO THE INTERNAL REVENUE CODE. - SERVE CENTRAL OKLAHOMA, PRIMARILY THE OKLAHOMA CITY METROPOLITAN AREA, OKLAHOMA COUNTY AND SURROUNDING COUNTIES AND COMMUNITIES. - MAINTAIN CURRENT FINANCIAL RECORDS, PROVIDING A COPY OF THE OPERATIONAL BUDGET AND A STATEMENT OF FINANCIAL POSITION. - HAVE A WORKING BOARD OF DIRECTORS, AS WELL AS MANAGEMENT, GOVERNANCE, AND ACCOUNTABILITY STRUCTURES IN PLACE - PROVIDE A LIST OF BOARD MEMEBERS AND THEIR AFFILIATION - DEMONSTRATE 100 PERCENT BOARD-MEMBER GIVING; PROVIDE A THREE-YEAR STRATEGIC PLAN WE DO NOT FUND: - INDIVIDUALS - LOBBYING ORGANIZATIONS - MEDICAL AND/OR HEALTH-RELATED CAUSES - SOCIAL SERVICES - ATHLETIC PROGRAMS - CAPITAL CAMPAIGNS - ENDOWMENTS - MULTI-YEAR PROJECTS - INDIRECT COSTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A TO Z PRODUCTIONS INC | |||||||
| PO BOX 1062 | NORMAN | OK | 73070 | NONE | PC | 2023-2024 NORMAN PHILHARMONIC SEASON | $5,000 |
| ALTUS ANIMAL WELFARE ASSOCIATION | |||||||
| 2204 ENTERPRISE DR | ALTUS | OK | 73521 | NONE | PC | ALTUS ANIMAL WELFARE ASSOCIATION WITH PETS FOR LIFE | $8,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 3175 COMMERCIAL AVE SUITE 101 | NORTHBROOK | IL | 60062 | NONE | PC | RELIEF FOR ISRAEL AND GAZA | $16,000 |
| ANIMAL GRANTMAKERS INC | |||||||
| 1706 LOWER ELWHA RD | PORT ANGELES | WA | 98363 | NONE | PC | ALL TOGETHER NOW | $7,500 |
| ANIMAL LEGAL DEFENSE FUND | |||||||
| 525 E COTATI AVE | COTATI | CA | 94931 | NONE | PC | HOLDING FACTORY FARMS TO ACCOUNT IN OKLAHOMA | $100,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | PC | GENERAL SUPPORT | $150,000 |
| BEYOND THE SPECTRUM OK INC | |||||||
| 64 E 33RD ST | EDMOND | OK | 73013 | NONE | PC | THERAPY CLASSES FOR CHILDREN WITH DISABILITIES AND THEIR FAMILIES | $5,000 |
| BLAZE'S TRIBUTE EQUINE RESCUE INC | |||||||
| 21701 E BRITTON RD | HARRAH | OK | 73045 | NONE | PC | TRUCK AND TRAILER | $98,000 |
| CENTRAL OKLAHOMA DANCE COMPANY | |||||||
| 2161 HOUSTON ST | NORMAN | OK | 73071 | NONE | PC | BALLET FESTIVAL 2023 | $4,000 |
| CHISHOLM TRAIL HERITAGE CENTER ASSOCIATION | |||||||
| 2150 CHISHOLM TRAIL PKWY | DUNCAN | OK | 73533 | NONE | PC | DIVERSITY ON THE TRAIL | $9,000 |
| CLASS MATTERS INC | |||||||
| 2625 NW 114TH ST | OKLAHOMA CITY | OK | 73120 | NONE | PC | STEAM SUPPLIES | $10,000 |
| CRIMINAL JUSTICE AND MERCY MINISTRIES OF OKLAHOMA INC | |||||||
| PO BOX 1149 | OKLAHOMA CITY | OK | 73101 | NONE | PC | NEW DAY CAMP | $10,000 |
| CRISTO REY OKLAHOMA CITY CATHOLIC HIGH SCHOOL INC | |||||||
| 4200 LOENHARDT DRIVE | OKLAHOMA CITY | OK | 73115 | NONE | PC | TRANSPORTING STUDENTS TO COLLEGE AND BEYOND | $60,000 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | RELIEF FOR ISRAEL AND GAZA | $17,000 |
| DOMESTIC VIOLENCE INTERVENTION SERVICES | |||||||
| 3124 E APACHE ST | TULSA | OK | 74110 | NONE | PC | EMERGENCY SHELTER KENNEL SUPPORT | $5,000 |
| DOVE SCHOOLS INC | |||||||
| 9212 N KELLEY AVENUE SUITE 100 | OKLAHOMA CITY | OK | 73131 | NONE | PC | DOVE SCHOOLS STRATEGIC PLAN | $40,000 |
| EDMOND HISTORICAL SOCIETY | |||||||
| 431 S BLVD | EDMOND | OK | 73034 | NONE | PC | RESCUE OF 320 ARTIFACTS FROM AN 86-YEAR OLD GARAGE | $8,300 |
| EDUCATIONAL THEATRE ASSOCIATION - VENDOR | |||||||
| 601 W 31ST ST | SAND SPRINGS | OK | 74063 | NONE | PC | OKLAHOMA THESPIAN FESTIVAL 2024 | $3,000 |
| EL SISTEMA OKLAHOMA | |||||||
| 3220 QUAIL SPRINGS PKWY | OKLAHOMA CITY | OK | 73134 | NONE | PC | CELEBRATING 10 YEARS OF EMPOWERING YOUTH | $39,700 |
| EPISCOPAL DIOCESE OF OKLAHOMA | |||||||
| 924 N ROBINSON | OKLAHOMA CITY | OK | 73102 | NONE | PC | CONSERVATION AND EXPANSION OF ST. JOHN'S PARK | $100,000 |
| FOUNDATION FOR ART AND PRESERVATION IN EMBASSIES | |||||||
| 1725 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | PC | COLLECTION CATALOG | $75,000 |
| FREE TO LIVE INC | |||||||
| PO BOX 5884 | EDMOND | OK | 73083 | NONE | PC | FOOD INVENTORY REPLENSIHMENT | $10,000 |
| FRIENDS OF THE OKLAHOMA CENTER FOR THE BOOK | |||||||
| PO BOX 722778 | NORMAN | OK | 73072 | NONE | PC | MY FAVORITE BOOK STATEWIDE WRITING CONTEST | $5,500 |
| FRIENDS OF THE SHELTER FOUNDATION | |||||||
| 1904 CLAY ST | NEWCASTLE | OK | 73065 | NONE | PC | SPAY-IT-FORWARD PROGRAM | $8,000 |
| GIRLS WHO CODE | |||||||
| 1250 BROADWAY 17TH FLOOR | NEW YORK | NY | 10010 | NONE | PC | EXPANDING REACH OF GIRLS WHO CODE CLUBS ACROSS OKLAHOMA | $5,000 |
| HARDING INDEPENDENCE CHARTER DISTRICT INC | |||||||
| 1301 NE 101ST STREET | OKLAHOMA CITY | OK | 73131 | NONE | PC | PLAY IT AGAIN, BUT NEW-BAND AND ORCHESTRA INSTRUMENTS | $45,987 |
| HEARTPRINTS ANIMAL RESCUE INCORPORATED | |||||||
| PO BOX 854 | NOBLE | OK | 73068 | NONE | PC | NEUTER COMMUTER | $3,000 |
| JAZZ IN JUNE INC | |||||||
| PO BOX 2405 | NORMAN | OK | 73070 | NONE | PC | JAZZ IN JUNE 2024 | $7,500 |
| LANGSTON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1500 | LANGSTON | OK | 73050 | NONE | PC | FORWARD TOGETHER | $50,000 |
| LIBRARY ENDOWMENT TRUST OF THE METROPOLITAN LIBRARY SYSTEM OF OK COUNTY | |||||||
| 300 PARK AVENUE | OKLAHOMA CITY | OK | 73102 | NONE | PC | OKLAHOMA CONTEMPORARY ART REFERENCE LIBRARY | $8,185 |
| MERCY FOR ANIMALS | |||||||
| 8033 SUNSET BLVD SUITE 864 | LOS ANGELES | CA | 90046 | NONE | PC | ANIMAL WELLBEING AND THE OKLAHOMA/GREAT PLAINS PERSPECTIVE: RESEARCH IN SUPPORT OF STRATEGY | $25,000 |
| METRO TECHNOLOGY CENTERS FOUNDATION INC | |||||||
| 1700 SPRINGLAKE DR | OKLAHOMA CITY | OK | 73111 | NONE | PC | NEW MULTIMEDIA JOURNALISM PROGRAM | $150,000 |
| METROPOLITAN SCHOOL OF DANCE INC | |||||||
| PO BOX 14744 | OKLAHOMA CITY | OK | 73113 | NONE | PC | RHYTHM ON THE MOVE-OKC TAP FEST | $9,900 |
| MIDWEST CENTER FOR INVESTIGATIVE REPORTING INC | |||||||
| 701 DEVONSHIRE DR STE C33 | CHAMPAIGN | IL | 61820 | NONE | PC | REPORTING ON AGRIBUSINESS AND ANIMAL INDUSTRY IN OK | $65,000 |
| MUSIC WILL | |||||||
| PO BOX 43369 | MONTCLAIR | NJ | 07043 | NONE | PC | OKCPS MODERN BAND PROGRAM EXPANSION | $15,000 |
| MUTT MISFITS SOCIETY | |||||||
| 617 NW 54TH ST | OKLAHOMA CITY | OK | 73118 | NONE | PC | SAVING THE UNSAVABLE | $51,000 |
| NAMRON PLAYERS THEATRE INC | |||||||
| PO BOX 2356 | NORMAN | OK | 73070 | NONE | PC | OKLAHOMA STORYWORKS/NAMRON PLAYERS THEATRE 2023-2024 SEASON | $2,500 |
| NATIONAL INVENTORS HALL OF FAME INC | |||||||
| 3701 HIGHLAND PARK NW | NORTH CANTON | OH | 44720 | NONE | PC | STEM SUMMER CAMP FOR K-6 OKC CHILDREN | $6,500 |
| NATIVE AMERICAN JOURNALISTS ASSOCIATION | |||||||
| 395 W LINDSAY | NORMAN | AL | 73019 | NONE | PC | NATIVE AMERICAN JOURNALISM FELLOWSHIP AT THE OKLAHOMAN | $100,000 |
| NEWVIEW OKLAHOMA | |||||||
| 501 NORTH DOUGLAS AVENUE | OKLAHOMA CITY | OK | 73106 | NONE | PC | ENRICHMENT LAB | $32,700 |
| NORTHERN OKLAHOMA HUMANE SOCIETY | |||||||
| 900 WEST PROSPECT | PONCA CITY | OK | 74601 | NONE | PC | HEALTHY FOR HOMES | $10,000 |
| OKLAHOMA ALLIANCE FOR ANIMALS INC | |||||||
| 5321 S SHERIDAN RD SUITE 30 | TULSA | OK | 74145 | NONE | PC | RESEARCH THROUGH POLLING ON ANIMAL FIGHTING IN OK | $10,000 |
| OKLAHOMA ALLIANCE FOR ARTS EDUCATION | |||||||
| P O BOX 1275 | JENKS | OK | 74037 | NONE | PC | GROWING AND CONNECTING THROUGH PROFESSIONAL LEARNING | $3,000 |
| OKLAHOMA ARTS EDUCATION ASSOCIATION | |||||||
| 801 FOX BEND TRAIL | EDMOND | OK | 73034 | NONE | PC | OAEA GOVERNING BOARD LEADERSHIP RETREAT | $1,900 |
| OKLAHOMA ARTS INSTITUTE INC | |||||||
| 111 NW 9TH ST | OKLAHOMA CITY | OK | 73102 | NONE | PC | EDUCATION PROGRAMS | $44,000 |
| OKLAHOMA CITY COMMUNITY COLLEGE FOUNDATION | |||||||
| 7777 SOUTH MAY AVENUE | OKLAHOMA CITY | OK | 73159 | NONE | PC | DIGITAL CINEMA PRODUCTION WORKFORCE DEVELOPMENT COURSES | $50,000 |
| OKLAHOMA CITY NATIONAL MEMORIAL FOUNDATION | |||||||
| PO BOX 323 | OKLAHOMA CITY | OK | 73101 | NONE | PC | BETTER CONVERSATIONS | $85,000 |
| OKLAHOMA CLEAN LAKES ASSOCIATION | |||||||
| PO BOX 60753 | OKLAHOMA CITY | OK | 73146 | NONE | PC | RETURN FROM COVID 2023 WATER QUALITY PROTECTION CONFERENCE | $3,500 |
| OKLAHOMA ENGINEERING FOUNDATION INC | |||||||
| 220 NE 28TH ST STE 125 | OKLAHOMA CITY | OK | 73105 | NONE | PC | CAPACITY BUILDING | $20,000 |
| OKLAHOMA HALL OF FAME INC | |||||||
| 1400 CLASSEN DR | OKLAHOMA CITY | OK | 73106 | NONE | PC | FREE FAMILY FUN | $15,000 |
| OKLAHOMA HUMANE SOCIETY | |||||||
| PO BOX 18471 | OKLAHOMA CITY | OK | 73118 | NONE | PC | YOUTH ANIMAL EDUCATION | $10,000 |
| OKLAHOMA MODERN MUSIC COLLECTIVE | |||||||
| 2041 NW 21ST ST | OKLAHOMA CITY | OK | 73106 | NONE | PC | OKLAHOMA COMPOSER'S ORCHESTRA: REBOOTED! | $2,700 |
| OKLAHOMA MUSIC EDUCATORS ASSOCIATION | |||||||
| PO BOX 886 | MUSKOGEE | OK | 74402 | NONE | PC | ALL STATE MUSIC FESTIVAL | $10,000 |
| OKLAHOMA SCHOOL OF SCIENCE & MATHEMATICS | |||||||
| 1141 N LINCOLN BLVD | OKLAHOMA | OK | 73140 | NONE | PC | FINE ARTS PROGRAM SCHOOL YEAR 2023-2024 | $20,000 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||
| 400 S MONROE ST | STILLWATER | OK | 74074 | NONE | PC | REMOTE HARMFUL ALGAL BLOOM MONITORING | $40,000 |
| PALESTINE CHILDREN'S RELIEF FUND | |||||||
| PO BOX 1926 | KENT | OH | 44240 | NONE | PC | RELIEF FOR GAZA | $17,000 |
| PIEDMONT PUBLIC SCHOOLS EDUCATION FOUNDATION | |||||||
| PO BOX 654 | PIEDMONT | OK | 73078 | NONE | PC | PIEDMONT PUBLIC SCHOOLS TEACHER GRANT PROGRAM | $10,000 |
| PIONEER LIBRARY SYSTEM FOUNDATION | |||||||
| 300 NORMAN CENTER COURT | NORMAN | OK | 73072 | NONE | PC | NORMAN EAST NIGHT SKY AND NATURE OBSERVATION LOUNGE | $20,000 |
| POLLARD THEATRE COMPANY | |||||||
| PO BOX 38 | GUTHRIE | OK | 73044 | NONE | PC | 2023-2024 SEASON SUPPORT | $25,000 |
| RACE DANCE COLLECTIVE | |||||||
| 11 N LEE | OKLAHOMA CITY | OK | 73102 | NONE | PC | RACE'S HIP HOP NUTCRACKER | $20,000 |
| RAISING A READER | |||||||
| 489 VALLEY WAY | MILPITAS | OK | 95035 | NONE | PC | RAISING A READER IN OKLAHOMA | $7,500 |
| ROSE ROCK SCHOOL FOUNDATION | |||||||
| 1515 W MAIN STREET | NORMAN | OK | 73069 | NONE | PC | GREENHOUSE ECO-CLASSROOM | $5,000 |
| SOUTHERN NAZARENE UNIVERSITY | |||||||
| 6729 NW 39TH EXPRESSWAY | BETHANY | OK | 73008 | NONE | PC | DESIGNING FOR THE PROFESSIONAL WORKFORCE | $35,000 |
| SOUTHWESTERN OKLAHOMA STATE UNIVERSITY FOUNDATION INC | |||||||
| 100 W CAMPUS DR | WEATHERFORD | OK | 73096 | NONE | PC | 7TH ANNUAL SWOSU FLUTE DAY | $1,000 |
| SPRING CREEK COALITION | |||||||
| 2434 E 56TH PL | TULSA | OK | 74105 | NONE | PC | WATER MONITORING, EDUCATION AND OPERATING EXPENSES | $7,147 |
| SUSTAINABLE JOURNALISM FOUNDATION DBA NONDOC MEDIA | |||||||
| 3800 N CLASSEN BLVD SUITE C-80 | OKLAHOMA CITY | OK | 73118 | NONE | PC | EDMOND COMMUNITY REPORTING PROJECT | $35,000 |
| TEEN RECOVERY SOLUTIONS INC | |||||||
| 730 W WILSHIRE BLVD STE 105 | OKLAHOMA CITY | OK | 73116 | NONE | PC | ART PROGRAMMING TO HELP TEENS MAINTAIN SOBRIETY | $15,000 |
| THE ACCOUNTABILITY BOARD | |||||||
| 401 EDGEWATER PLACE | WAKEFIELD | MA | 01880 | NONE | PC | SHAREHOLDER CAMPAIGNING ON GESTATION CRATES | $10,000 |
| THE BELLA FOUNDATION INC | |||||||
| PO BOX 20035 | OKLAHOMA CITY | OK | 73156 | NONE | PC | AT-RISK PET OWNER VETERINARY ASSISTANCE FUND | $25,000 |
| THE OSCAR JACOBSON FOUNDATION | |||||||
| 609 CHAUTAUQUA AVE | NORMAN | OK | 73069 | NONE | PC | WEDNESDAY NIGHT SINGING | $3,000 |
| THOROUGHBRED ATHLETES INC | |||||||
| 2851 S MIDWEST BLVD | GUTHRIE | OK | 73044 | NONE | PC | ONBOARDING OF RESCUED HORSES-2023 | $9,000 |
| TINY PAWS KITTEN RESCUE INC | |||||||
| 901 S LOWRY ST | STILLWATER | OK | 74074 | NONE | PC | SPAY THEM ALL | $10,000 |
| TULSA COMMUNITY FOUNDATION | |||||||
| 7030 SOUTH YALE SUITE 600 | TULSA | OK | 74136 | NONE | PC | PAWS IN NEED TULSA: HEALTHY ANIMALS, HEALTHY TULSA | $1,000 |
| UNIVERSITY OF ARKANSAS FOUNDATION INC | |||||||
| 535 W RESEARCH CENTER BLVD STE 120 | FAYETTEVILLE | AR | 72701 | NONE | PC | ANCIENT CROSS TIMBERS PROJECT | $10,000 |
| UNIVERSITY OF CENTRAL OKLAHOMA FOUNDATION | |||||||
| 100 N UNIVERSITY DRCAMPUS BOX 133 | EDMOND | OK | 73034 | NONE | PC | DIRECT ANALYSIS REAL-TIME MASS SPECTROMETER | $150,000 |
| URBAN LEAGUE OF GREATER OKLAHOMA CITY INC | |||||||
| 3900 N MARTIN L KING JR AVE | OKLAHOMA CITY | OK | 73111 | NONE | PC | CAPACITY BUILDING OPPORTUNITY | $30,000 |
| URBAN LEAGUE OF GREATER OKLAHOMA CITY INC | |||||||
| 3900 N MARTIN L KING JR AVE | OKLAHOMA CITY | OK | 73111 | NONE | PC | YOUNG ADULT RE-ENTRY PROGRAM | $220,000 |
| WESTERN GATEWAY ELEMENTARY SCHOOL INC | |||||||
| 1300 SW 15TH ST | OKLAHOMA CITY | OK | 73108 | NONE | PC | TECHNOLOGY FOR SCHOOL EXPANSION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,367,019 | 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 | $2,080,896 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $552,179 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,829,159 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,462,234 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,462,234 | 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 FEES | CategoryTxt |
| Amt | $56,100 | Amt |
| Net Investment Income | $28,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,091 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (30 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY DTD 02/22/19 3.375% DUE 03/01/29 | $467,790 | $467,790 |
| 3M COMPANY DTD 10/02/17 2.875% DUE 10/15/27 | $399,946 | $399,946 |
| BANK ONE MICHIGAN DTD 11/03/1994 8.25% 11/01/2024 | $204,058 | $204,058 |
| BERKSHIRE HATHAWAY INC DTD 3/15/16 3.125% DUE 03/15/26 | $486,185 | $486,185 |
| CATERPILLAR FINL SERVICE STS 01/06/23 4.800% DUE 01/26/26 | $251,428 | $251,428 |
| CHARLES SCHWAB CORP DTD 03/18/21 2.000% DUE 03/20/28 | $222,398 | $222,398 |
| CONOCO INC DTD 04/20/1999 6.95% 04/15/2029 | $556,995 | $556,995 |
| EXXON MOBIL CORPORATION DTD 03/06/15 2.397% DUE 03/06/2022 | $488,250 | $488,250 |
| GENERAL DYNAMICS CORP DTD 06/06/98 7.250% DUE 04/01/27 | $243,553 | $243,553 |
| GEORGIA-PACIFIC LLC DTD 06/02/98 7.250% DUE 06/01/28 | $543,810 | $543,810 |
| IBM CORP DTD 01/09/98 6.500% DUE 01/15/28 | $267,830 | $267,830 |
| IBM CORP DTD 05/15/19 3.500% DUE 05/15/29 | $476,720 | $476,720 |
| INTEL CORP DTD 03/25/20 3.900% DUE 03/25/30 | $484,470 | $484,470 |
| INTEL CORP DTD 08/05/22 4.000% DUE 08/05/29 | $246,030 | $246,030 |
| INTL BUSINESS MACHINES CORP DTD 10/30/1995 7% 10/30/25 | $260,255 | $260,255 |
| JOHN DEER CAPITAL CORP DTD 03/03/26 5.050% DUE 03/03/26 | $253,723 | $253,723 |
| JP MORGAN CHASE & CO DTD 06/07/16 3.200% DUE 06/15/26 | $241,223 | $241,223 |
| JPMORGAN CHASE & CO DTD 04/26/22 4.323% DUE 04/26/28 | $492,570 | $492,570 |
| KEY BANK NA DTD 11/15/22 5.850% DUE 11/15/25 | $249,818 | $249,818 |
| MORGAN STANLEY DTD 01/27/16 3.875% DUE 01/27/26 | $244,853 | $244,853 |
| MORGAN STANLEY DTD 07/23/15 4.000% DUE 07/23/25 | $246,385 | $246,385 |
| OKLAHOMA G&E CO STS 06/07/19 3.300 DUE 03/15/30 | $456,665 | $456,665 |
| OKLAHOMA G&E CO. DTD 08/17/18 3.800% DUE 08/15/28 | $483,140 | $483,140 |
| PACIFICORP DTD 03/01/19 3.500% DUE 06/15/29 | $234,608 | $234,608 |
| PHARMACIA LLC DTD 12/19/97 6.750% DUE 12/15/27 | $270,223 | $270,223 |
| PHILLIPS 66 DTD 03/01/18 3.900% DUE 3/15/28 | $243,035 | $243,035 |
| PPG INDUSTRIES INC DTD 03/04/21 1.200% DUE 03/15/26 | $231,080 | $231,080 |
| QUALCOMM INC DTD 05/20/15 3.450% DUE 05/20/25 | $245,453 | $245,453 |
| STATE STREET CORP DTD (500,000 06/15/26 7.35%) | $526,685 | $526,685 |
| THE WALT DISNEY COMPANY DTD 11/22/19 7.300% DUE 04/30/28 | $553,709 | $553,709 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $968,616 | $968,616 |
| ABBVIE INC. | $1,387,291 | $1,387,291 |
| ACCENTURE PLC-CL A | $1,579,095 | $1,579,095 |
| AECOM | $406,692 | $406,692 |
| ALIGN TECHNOLOGY INC. | $411,000 | $411,000 |
| ALPHABET INC-CL C | $3,745,919 | $3,745,919 |
| AMAZON COMPANY, INC | $303,880 | $303,880 |
| AMSL HOLDING NV-NY REG SHS | $378,102 | $378,102 |
| APPLE COMPUTER INC | $3,330,769 | $3,330,769 |
| APTIV PLC | $376,824 | $376,824 |
| AT&T INC | $100,680 | $100,680 |
| CARMAX INC | $882,510 | $882,510 |
| CHEVRON CORP | $447,480 | $447,480 |
| CIGNA CORP | $276,692 | $276,692 |
| CISCO SYSTEMS INC | $697,176 | $697,176 |
| CLEARWAY ENERGY INC-C | $164,580 | $164,580 |
| COMCAST CORP CLASS A | $534,970 | $534,970 |
| CONOCOPHILLIPS | $290,175 | $290,175 |
| DIAGEO SPONSORED ADR NEW | $160,226 | $160,226 |
| DISNEY CO, WALT | $753,922 | $753,922 |
| EMERSON ELECTRIC CO | $953,834 | $953,834 |
| EXXON MOBIL CORP | $549,890 | $549,890 |
| FISERV | $677,484 | $677,484 |
| GLAXOSMITHKLINE PLC | $148,240 | $148,240 |
| HUMANA INC | $434,920 | $434,920 |
| ILLINOIS TOOLS WORKS INC | $2,121,714 | $2,121,714 |
| INTUIT | $2,687,629 | $2,687,629 |
| INTUITIVE SURGICAL INC | $3,162,750 | $3,162,750 |
| ISHARES MSCI EAFE ETF | $1,096,343 | $1,096,343 |
| ISHARES MSCI EMERGING MARKETS ETF | $852,452 | $852,452 |
| ISHARES MSCI MIN VOL EMERG MKTS ETF | $177,888 | $177,888 |
| ISHARES RUSSELL 2000 ETF | $3,472,283 | $3,472,283 |
| JOHNSON & JOHNSON | $619,123 | $619,123 |
| JP MORGAN ALERIAN MLP INDEX | $2,333,120 | $2,333,120 |
| JP MORGAN CHASE & CO | $1,965,506 | $1,965,506 |
| KINDER MORGAN INC | $306,530 | $306,530 |
| LOWES COS INC | $890,200 | $890,200 |
| MEDTRONIC PLC | $604,422 | $604,422 |
| META PLATFORMS INC-CLASS A | $884,900 | $884,900 |
| MICROSOFT CORP | $2,557,072 | $2,557,072 |
| MONDELEZ INTERNATIONAL INC-A | $963,319 | $963,319 |
| MSCI INC | $1,300,995 | $1,300,995 |
| NEXTERA ENERGY INC | $1,214,800 | $1,214,800 |
| NVIDIA CORP | $2,971,320 | $2,971,320 |
| PAYPAL HOLDINGS INC-WI | $429,870 | $429,870 |
| PEPSICO INC | $1,443,640 | $1,443,640 |
| PFIZER INC | $210,167 | $210,167 |
| PROCTER & GAMBLE CO | $1,392,130 | $1,392,130 |
| PROLOGIS INC | $1,167,708 | $1,167,708 |
| QUALCOMM | $2,719,044 | $2,719,044 |
| ROYAL CARIBBEAN CRUISES LTD | $297,827 | $297,827 |
| S&P GLOBAL INC | $1,582,788 | $1,582,788 |
| SCHLUMBERGER LTD | $140,508 | $140,508 |
| TRIMBLE NAVIGATION LTD | $569,240 | $569,240 |
| U.S. BANCORP NEW | $315,944 | $315,944 |
| UNILEVER PLC | $135,744 | $135,744 |
| UNITEDHEALTH GROUP INC | $1,263,528 | $1,263,528 |
| VANGUARD INTL DIVIDEND APPREC ETF | $158,680 | $158,680 |
| VANGUARD REAL ESTATE ETF | $2,650,800 | $2,650,800 |
| VERIZON COMMUNICATIONS | $349,140 | $349,140 |
| VISA INC CLASS A SHARES | $520,700 | $520,700 |
| WELLS FARGO & CO | $393,760 | $393,760 |
| WISDOMTREE EMERGING MKTS S/C DVD ETF | $228,384 | $228,384 |
| XYLEM INC | $800,520 | $800,520 |
| YUM BRANDS INC | $326,650 | $326,650 |
| YUM CHINA HOLDINGS INC | $212,150 | $212,150 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $247,058 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $247,058 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,117 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART COLLECTION/OTHER | $62,119 | $64,721 | $3,737,378 |
| OIL & GAS MINERAL PROPERTY | $162 | $162 | $162 |
| ACCRUED INTEREST AND DIVIDENDS | $198,840 | $189,648 | $189,648 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REISSUED | Desc |
| Amt | $25,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL REPORT FEES | $2,150 | $0 | $2,150 |
| BOND AMORTIZATION FEES | $57,019 | $57,019 | $0 |
| COMPUTERS | $26,042 | $13,021 | $10,789 |
| DIRECT COSTS | $459,386 | $0 | $1,114,270 |
| DUES, SUBSCRIPTIONS, & FEES | $9,533 | $4,767 | $3,488 |
| EDUCATION | $2,445 | $0 | $2,445 |
| EQUIPMENT RENT | $8,309 | $0 | $7,520 |
| INSURANCE | $12,459 | $8,223 | $4,236 |
| MISCELLANEOUS | $285,681 | $0 | $0 |
| SUPPLIES | $11,986 | $5,993 | $5,175 |
| WEBSITE | $12,702 | $6,351 | $1,537 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTY REVENUE | $532,173 | $532,173 | $532,173 |
| OTHER ROYALTY INCOME | $20,006 | $20,006 | $20,006 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $9,361,484 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $163,202 | $163,202 | $0 |
| BANK FEES | $40,537 | $40,537 | $0 |
| OIL & GAS MANAGEMENT FEES | $35,106 | $35,106 | $0 |
| OTHER FEES | $5,288 | $2,644 | $219 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $84,300 | $0 | $0 |
| OIL & GAS PRODUCTION TAXES | $32,184 | $32,184 | $0 |
| FOREIGN TAXES | $10,491 | $10,491 | $0 |