E L AND THELMA GAYLORD FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- E L AND THELMA GAYLORD FOUNDATION (EIN 73-1463569)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349102887
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T12:32:58-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 N BROADWAY AVENUE SUITE 200 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73103 | 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 | 731463569 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EL AND THELMA GAYLORD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELAN | BusinessNameControlTxt |
| Phone | 4056076301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6305 WATERFORD BOULEVARD SUITE 350 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTY GAYLORD EVEREST | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4056076301 | PhoneNum |
| Signature | 2024-11-13 | 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 | ASHLEY M FOGLE | PreparerPersonNm |
| PTIN | P01258800 | PTIN |
| Phone | 4058482020 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $309,561,248 | 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 | $8,117,452 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,117,452 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,564,440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $157,915,363 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$5,591 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $133,805 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,676,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,251,257 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $109,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $27,375 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $82,125 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,135 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $784 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,351 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $89,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $59,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,325 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $518,100 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $518,100 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $88,050 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $88,050 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,235,480 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,400 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $18,413 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,726 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $78,086 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $78,086 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,949 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,949 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,070 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,070 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,214,396 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $701,084 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $291,319 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,105,924 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,105,924 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,320,320 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $701,084 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,397,243 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,644,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,550,173 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,670,772 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,374,275 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,374,275 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,472,460 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $323,969 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $323,969 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $5,794,773 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,678,600 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,512,200 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,842,921 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,842,921 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,405,900 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,611,397 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,393,011 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,076,300 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $235,804,633 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $216,949,422 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $227,740,002 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $399,766 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $271,164 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $133,329 | LandBOYAmt |
| Land EOY | $128,602 | LandEOYAmt |
| Land EOYFMV | $128,602 | LandEOYFMVAmt |
| Total Assets BOY | $272,330,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $265,690,800 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $309,561,248 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $784 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $784 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $125,457,383 | CapitalStockBOYAmt |
| Capital Stock EOY | $125,457,383 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $146,872,902 | RetainedEarningBOYAmt |
| Retained Earning EOY | $140,232,633 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $272,330,285 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $265,690,016 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $272,330,285 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $265,690,800 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $272,330,285 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,644,019 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,750 | OtherIncreasesAmt |
| Subtotal | $265,690,016 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $265,690,016 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| BLACK MESA INVESTORS III | P | $47,325 | $47,325 | $47,325 | |
| ELM PARK MINERALS I LP | P | $38,361 | -$193,828 | -$193,828 | $232,189 |
| JUNIPER EVANGELINE | P | $132,276 | -$11,138 | -$11,138 | $143,414 |
| JUNIPER NOLANA | P | $193,194 | -$9,211 | -$9,211 | $202,405 |
| JUNIPER SHARYLAND | P | $411,377 | -$25,448 | -$25,448 | $436,825 |
| REALTY ASSOCIATES FUND X | P | $10,411 | $9,403 | $9,403 | $1,008 |
| JUNIPER LAKE CHARLES | P | $18,000 | $18,000 | $18,000 | |
| EXPEDITION CO INVESETMENT PARTNERS I | P | $3,280 | $3,280 | $3,280 | |
| PUBLICLY TRADED SECURITIES | P | $155,863,232 | $576,704 | $576,704 | $155,286,528 |
| GAIN FROM PARTNERSHIPS | P | $1,197,907 | -$540,899 | -$540,899 | $1,738,806 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$125,812 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $104,947 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $104,947 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $104,947 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $323,969 | 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 | $323,969 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $219,022 | OverpaymentAmt |
| Applied To ES Tax | $219,022 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GAYLORDFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4056076301 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6305 WATERFORD BOULEVARD SUITE 350 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73118 | 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 | 0 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTY GAYLORD EVEREST | ||||||||
| 6608 N PENNSYLVANIA AVE | OKLAHOMA CITY | OK | 73116 | CO-TRUSTEE | 3.00 | $10,000 | $0 | $0 |
| MARY GAYLORD MCCLEAN | ||||||||
| PO BOX 100 | SIMPSONVILLE | KY | 40067 | CO-TRUSTEE | 3.00 | $10,000 | $0 | $0 |
| LOUISE GAYLORD BENNETT | ||||||||
| 1604 DORCHESTER DR | OKLAHOMA CITY | OK | 73120 | CO-TRUSTEE | 3.00 | $10,000 | $0 | $0 |
| TRICIA L EVEREST | ||||||||
| 1717 HUNTING AVENUE | OKLAHOMA CITY | OK | 73116 | CO-TRUSTEE | 3.00 | $10,000 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $255,155,800 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,585,047 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $37,724,743 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $298,465,590 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $298,465,590 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,476,984 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $293,988,606 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,699,430 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,699,430 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $104,947 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $13,304 | IncomeTaxAmt |
| Total Tax | $118,251 | TotalTaxAmt |
| Distributable Before Adj | $14,581,179 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,750 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,584,929 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,584,929 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,397,243 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,397,243 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,584,929 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,063,093 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,397,243 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,063,093 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,334,150 | 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 | $10,250,779 | 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 | MRS CHRISTINE EVEREST CO-TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6305 WATERFORD BOULEVARD SUITE 350 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4056076301 | RecipientPhoneNum |
| Form And Info And Materials | PROPOSALS TO THE E.L. AND THELMA GAYLORD FOUNDATION ARE INITIATED THROUGH OUR ONLINE GRANT REQUEST SYSTEM AT WWW.GAYLORDFOUNDATION.COM/APPLICATION. TO BE CONSIDERED, PLEASE SUBMIT A LETTER OF INQUIRY BY JANUARY 15TH OR JULY 15TH. AFTER REVIEW, WE WILL CONTACT YOU REGARDING THE STATUS OF YOUR REQUEST. YOU MAY BE INVITED TO SUBMIT AN APPLICATION. IF YOU ENCOUNTER ANY DIFFICULTY OR HAVE A QUESTION REGARDING THIS PROCESS, PLEASE CONTACT: DEBI MOORE, DIRECTOR OF ADMINISTRATION (405) 607-6301 DMOORE@GAYLORDFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 15TH OR JULY 15TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (155 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | |||||||
| 825 NE 13TH ST | OKLAHOMA CITY | OK | 73104 | NONE | PC | GENERAL PURPOSE | $672,500 |
| NEWVIEW OKLAHOMA INC | |||||||
| 501 N DOUGLAS AVE | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $375,200 |
| SMART START OF CENTRAL OKLAHOMA | |||||||
| 2401 NW 115TH TERRACE BUILDING G | OKLAHOMA CITY | OK | 73120 | NONE | PC | GENERAL PURPOSE | $200 |
| POSITIVE TOMORROWS | |||||||
| PO BOX 61190 | OKLAHOMA CITY | OK | 73146 | NONE | PC | GENERAL PURPOSE | $30,200 |
| POSSIBILITIES | |||||||
| 4301 N CLASSEN BLVD STE C | OKLAHOMA CITY | OK | 73118 | NONE | PC | GENERAL PURPOSE | $25,400 |
| HEART THAT GIVES FOUNDATION | |||||||
| 901 KENTUCKY DR | ASHLAND | MO | 65010 | NONE | PC | GENERAL PURPOSE | $2,000 |
| DEADCENTER FILM FESTIVAL | |||||||
| 726 W SHERIDAN AVE 170 | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $42,500 |
| MERCY HEALTH FOUNDATION OKLAHOMA CITY | |||||||
| 13321 N MERIDIAN AVE 206 | OKLAHOMA CITY | OK | 73120 | NONE | PC | GENERAL PURPOSE | $1,005,000 |
| SUNBEAM | |||||||
| 1100 NW 14TH ST | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $5,000 |
| REGIONAL FOOD BANK OF OKLAHOMA | |||||||
| 3355 S PURDUE AVE | OKLAHOMA CITY | OK | 73179 | NONE | PC | GENERAL PURPOSE | $10,000 |
| MAGDALENE HOUSE OKC | |||||||
| PO BOX 57676 | OKLAHOMA CITY | OK | 73157 | NONE | PC | GENERAL PURPOSE | $100,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATION INC | |||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73109 | NONE | PC | GENERAL PURPOSE | $1,037,500 |
| WINDWALKERS EQUINE ASSISTED THERAPY | |||||||
| 1030 CR 102 PO BOX 504 | CARBONDALE | CO | 81623 | NONE | PC | GENERAL PURPOSE | $3,000 |
| THRIVE | |||||||
| 3000 UNITED FOUNDERS BLVD SUITE 247 | OKLAHOMA CITY | OK | 73112 | NONE | PC | GENERAL PURPOSE | $200 |
| GROUND ZERO FOUNDATION | |||||||
| 700 W TIMBERDELL RD | NORMAN | OK | 73072 | NONE | PC | GENERAL PURPOSE | $5,000 |
| UPWARD TRANSITIONS | |||||||
| 1134 W MAIN ST | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $19,500 |
| OKLAHOMA ISRAEL EXCHANGE INC | |||||||
| 6608 N WESTERN AVE PMB 464 | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $1,200 |
| OKLAHOMA ZOOLOGICAL SOCIETY INC | |||||||
| 2101 NE 50TH ST | OKLAHOMA CITY | OK | 73111 | NONE | PC | GENERAL PURPOSE | $55,000 |
| NATIONAL COWBOY & WESTERN HERITAGE MUSEUM | |||||||
| 1700 NE 63RD ST | OKLAHOMA CITY | OK | 73111 | NONE | PC | GENERAL PURPOSE | $505,000 |
| OKLAHOMA COMMISSION ON STATUS OF WOMEN | |||||||
| 3315 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73105 | NONE | PC | GENERAL PURPOSE | $5,000 |
| HEALTHY MINDS HEALTHY LIVES FOUNDATION | |||||||
| 5310 E 31ST ST | TULSA | OK | 74135 | NONE | PC | GENERAL PURPOSE | $500,000 |
| DEAN A MCGEE EYE INST ENDOW FUND | |||||||
| 608 STANTON L YOUNG BLVD | OKLAHOMA CITY | OK | 73104 | NONE | PC | GENERAL PURPOSE | $250,000 |
| TEACH FOR AMERICA | |||||||
| 309 NW 13TH ST 102 | OKLAHOMA CITY | OK | 73103 | NONE | PC | GENERAL PURPOSE | $150,000 |
| AUTISM FOUNDATION OF OKLAHOMA | |||||||
| 6608 N WESTERN AVE 428 | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $25,000 |
| NONDOC MEDIA | |||||||
| PO BOX 18421 | OKLAHOMA CITY | OK | 73154 | NONE | PC | GENERAL PURPOSE | $25,000 |
| SARAH STITT HOPE FUND | |||||||
| 7304 S YALE AVE | TULSA | OK | 74136 | NONE | PC | GENERAL PURPOSE | $25,000 |
| THE TOBY KEITH FOUNDATION | |||||||
| 818 NE 8TH STREET | OKLAHOMA CITY | OK | 73104 | NONE | PC | GENERAL PURPOSE | $25,000 |
| DAILY LIVING CENTERS | |||||||
| 1681 SW 86TH ST | OKLAHOMA CITY | OK | 73159 | NONE | PC | GENERAL PURPOSE | $20,000 |
| EL SISTEMA OKLAHOMA INC | |||||||
| 1001 NW 25TH ST | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $20,000 |
| I2E | |||||||
| 840 RESEARCH PKWY | OKLAHOMA CITY | OK | 73104 | NONE | PC | GENERAL PURPOSE | $20,000 |
| OKLAHOMA ARTS INSTITUTE | |||||||
| 111 NW 9TH ST | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $20,000 |
| OKLAHOMA REPERTORY THEATRE GROUP INC | |||||||
| 11 NW 11TH ST | OKLAHOMA CITY | OK | 73103 | NONE | PC | GENERAL PURPOSE | $20,000 |
| OKLAHOMA GOODWILL | |||||||
| 316 S BLACKWELDER | OKLAHOMA CITY | OK | 73108 | NONE | PC | GENERAL PURPOSE | $15,000 |
| HARN HOMESTEAD | |||||||
| 1721 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73105 | NONE | PC | GENERAL PURPOSE | $15,000 |
| OKLAHOMA CITY POLICE ATHLETIC LEAGUE | |||||||
| 3816 S ROBINSON AVE | OKLAHOMA CITY | OK | 73109 | NONE | PC | GENERAL PURPOSE | $15,000 |
| PUBLIC HEALTH INSTITUTE OF OKLAHOMA | |||||||
| 1141 W SHERIDAN AVE | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $15,000 |
| REACH OUT AND READ | |||||||
| 421 NW 13TH ST | OKLAHOMA CITY | OK | 73103 | NONE | PC | GENERAL PURPOSE | $15,000 |
| RESONANCE CENTER FOR WOMEN INC | |||||||
| 1608 S ELWOOD AVENUE | TULSA | OK | 74119 | NONE | PC | GENERAL PURPOSE | $15,000 |
| WINGS SPECIAL NEEDS COMMUNITY | |||||||
| 13700 N EASTERN AVE | EDMOND | OK | 73013 | NONE | PC | GENERAL PURPOSE | $15,000 |
| YOUTH & FAMILY SERVICES | |||||||
| 7565 E HWY 66 | EL RENO | OK | 73036 | NONE | PC | GENERAL PURPOSE | $15,000 |
| CITIZENS CARING FOR CHILDREN | |||||||
| 730 W WILSHIRE BLVD 112 | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $11,000 |
| BRANCH 15 | |||||||
| PO BOX 1817 | BETHANY | OK | 73008 | NONE | PC | GENERAL PURPOSE | $10,000 |
| CAMP FIRE HEART OF OKLAHOMA CITY | |||||||
| 3309 E HEFNER RD | OKLAHOMA CITY | OK | 73131 | NONE | PC | GENERAL PURPOSE | $10,000 |
| COMMUNITY LITERACY CENTERS | |||||||
| 4 NE 10TH ST 263 | OKLAHOMA CITY | OK | 73118 | NONE | PC | GENERAL PURPOSE | $10,000 |
| DOMESTIC VIOLENCE INTERVENTION | |||||||
| 3124 E APACHE ST | TULSA | OK | 74110 | NONE | PC | GENERAL PURPOSE | $10,000 |
| FIRST SERVE OKC | |||||||
| 3400 N PORTLAND AVE | OKLAHOMA CITY | OK | 73112 | NONE | PC | GENERAL PURPOSE | $10,000 |
| OKLAHOMA PROJECT WOMAN INC | |||||||
| 2727 E 21ST ST 602 | TULSA | OK | 74114 | NONE | PC | GENERAL PURPOSE | $10,000 |
| PASEO ARTS ASSOCIATION | |||||||
| 3022 PASEO | OKLAHOMA CITY | OK | 73103 | NONE | PC | GENERAL PURPOSE | $10,000 |
| SANTA FE FAMILY LIFE CENTER | |||||||
| 6300 N SANTA FE AVE | OKLAHOMA CITY | OK | 73118 | NONE | PC | GENERAL PURPOSE | $10,000 |
| THE PENCIL BOX | |||||||
| 2435 SOUTHWEST BOULEVARD | TULSA | OK | 74107 | NONE | PC | GENERAL PURPOSE | $5,000 |
| OKLAHOMA YOUTH ORCHESTRA | |||||||
| 428 W CALIFORNIA AVE | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $2,500 |
| NEIGHBORHOOD SERVICES ORGANIZATION | |||||||
| 431 SW 11TH | OKLAHOMA CITY | OK | 73109 | NONE | PC | GENERAL PURPOSE | $27,200 |
| UNIVERSITY OF CENTRAL OKLAHOMA | |||||||
| 100 N UNIVERSITY DR | EDMOND | OK | 73034 | NONE | PC | GENERAL PURPOSE | $50,000 |
| SUNBEAM FAMILY SERVICES | |||||||
| 1100 NW 14TH ST | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $100,000 |
| CASADY SCHOOL | |||||||
| PO BOX 2390 | OKLAHOMA CITY | OK | 73156 | NONE | PC | GENERAL PURPOSE | $504,000 |
| GROUND ZERO EMERG TRAINING CNTR | |||||||
| 3334 W MAIN ST SUITE 445 | NORMAN | OK | 73072 | NONE | PC | GENERAL PURPOSE | $10,000 |
| FAMILY BUILDERS | |||||||
| 415 NW 5TH STREET | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $20,000 |
| HONESTLY OKC | |||||||
| PO BOX 18292 | OKLAHOMA CITY | OK | 73154 | NONE | PC | GENERAL PURPOSE | $25,000 |
| NATIONAL EMERGENCY RESPONDERS | |||||||
| 1624 S AGNEW AVE | OKLAHOMA CITY | OK | 73108 | NONE | PC | GENERAL PURPOSE | $25,000 |
| PEACEFUL FAMILY SOLUTIONS | |||||||
| 11 BURTON PL | EDMOND | OK | 73013 | NONE | PC | GENERAL PURPOSE | $30,000 |
| HIS HOUSE OUTREACH MINISTRIES | |||||||
| 14613 E HIGHWAY 20 | CLAREMORE | OK | 74019 | NONE | PC | GENERAL PURPOSE | $35,000 |
| PETS & PEOPLE HUMANE SOCIETY | |||||||
| 9733 NW 4TH ST | OKLAHOMA CITY | OK | 73127 | NONE | PC | GENERAL PURPOSE | $30,000 |
| OKLAHOMA CLEATS FOR KIDS | |||||||
| 720 W WILSHIRE BLVD 120 | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $35,000 |
| A CHANCE TO CHANGE | |||||||
| 2113 W BRITTON RD | OKLAHOMA CITY | OK | 73120 | NONE | PC | GENERAL PURPOSE | $35,000 |
| SISU YOUTH SERVICES | |||||||
| 3131 N PENNSYLVANIA AVE | OKLAHOMA CITY | OK | 73112 | NONE | PC | GENERAL PURPOSE | $50,000 |
| OKLAHOMA HALL OF FAME | |||||||
| 1400 CLASSEN DRIVE | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $60,000 |
| LYRIC THEATRE | |||||||
| 1727 NW 16TH ST | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $50,000 |
| KEYSTONE ADVENTURE SCHOOL & FARM | |||||||
| 19201 N WESTERN AVE | EDMOND | OK | 73012 | NONE | PC | GENERAL PURPOSE | $50,000 |
| FIELDS & FUTURES FOUNDATION | |||||||
| 7001 NW 164TH STREET | EDMOND | OK | 73013 | NONE | PC | GENERAL PURPOSE | $50,000 |
| CRISTO REY OKLAHOMA CITY | |||||||
| 4200 LEONHARDT DR | OKLAHOMA CITY | OK | 73115 | NONE | PC | GENERAL PURPOSE | $50,000 |
| ALLIED ARTS | |||||||
| 1015 N BROADWAY AVENUE 200 | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $50,000 |
| YWCA OF OKLAHOMA CITY | |||||||
| 2460 NW 39TH ST | OKLAHOMA CITY | OK | 73112 | NONE | PC | GENERAL PURPOSE | $65,200 |
| ANNA'S HOUSE FOUNDATION | |||||||
| 3001 E MEMORIAL | EDMOND | OK | 73103 | NONE | PC | GENERAL PURPOSE | $100,000 |
| HOPEHOUSE OKC | |||||||
| 6608 N WESTERN AVE | NICHOLS HILLS | OK | 73116 | NONE | PC | GENERAL PURPOSE | $75,000 |
| REMERGE | |||||||
| PO BOX 837 | OKLAHOMA CITY | OK | 73101 | NONE | PC | GENERAL PURPOSE | $85,000 |
| DOWNTOWN OK CITY INC | |||||||
| 211 N ROBINSON AVE 225 | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $1,000 |
| THE CHILDREN'S CENTER | |||||||
| 6800 NW 39TH EXPY | BETHANY | OK | 73008 | NONE | PC | GENERAL PURPOSE | $200,000 |
| CITY CARE | |||||||
| 1700 NW 17TH ST SUITE 100 | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $50,000 |
| PALOMAR OK CITY FAMILY JUSTICE CTR | |||||||
| 1140 N HUDSON AVE | OKLAHOMA CITY | OK | 73103 | NONE | PC | GENERAL PURPOSE | $230,000 |
| FOCUS ON HOME | |||||||
| 6608 N WESTERN AVE | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $75,200 |
| YMCA OF GREATER OKLAHOMA CITY | |||||||
| 500 N BROADWAY AVE STE 500 | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $1,000,000 |
| OKLAHOMA CONTEMPORARY ARTS CENTER | |||||||
| 11 NW 11TH ST | OKLAHOMA CITY | OK | 73103 | NONE | PC | GENERAL PURPOSE | $100,000 |
| METROPOLITAN BETTER LIVING CENTER | |||||||
| 702 NE 37TH ST | OKLAHOMA CITY | OK | 73105 | NONE | PC | GENERAL PURPOSE | $50,000 |
| SPECIAL CARE | |||||||
| 12201 N WESTERN AVENUE | OKLAHOMA CITY | OK | 73114 | NONE | PC | GENERAL PURPOSE | $200,000 |
| UNIVERSITY OF TEXAS MD ANDERSON | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | GENERAL PURPOSE | $1,300,000 |
| OKLAHOMA CENTER FOR NON PROFITS | |||||||
| 701 N LINDSAY AVE | OKLAHOMA CITY | OK | 73104 | NONE | PC | GENERAL PURPOSE | $80,000 |
| MENTAL HEALTH ASSOCIATION OF OKLAHOMA | |||||||
| 915 N ROBINSON AVE | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $200,000 |
| SADDLEBRED RESCUE INC | |||||||
| 6 MEADOW CLIFF LANE | HARDWICK | NJ | 07825 | NONE | PC | GENERAL PURPOSE | $50,000 |
| TEEN RECOVERY SOLUTIONS | |||||||
| 720 W WILSHIRE BLVD 101 | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $80,000 |
| CALM WATERS | |||||||
| 4334 NORTHWEST EXPRESSWAY 101 | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $30,200 |
| TULSA FIREFIGHTERS BENEVOLENCE FUND | |||||||
| 1283 S DETROIT AVE | TULSA | OK | 74120 | NONE | PC | GENERAL PURPOSE | $2,000 |
| CARE CENTER | |||||||
| 1405 ASHTON PLACE | OKLAHOMA CITY | OK | 73117 | NONE | PC | GENERAL PURPOSE | $7,700 |
| POETIC JUSTICE | |||||||
| PO BOX 4117 | TULSA | OK | 74159 | NONE | PC | GENERAL PURPOSE | $17,000 |
| D-DENT INC | |||||||
| 3000 UNITED FOUNDERS BLVD STE 131 | OKLAHOMA CITY | OK | 73112 | NONE | PC | GENERAL PURPOSE | $7,000 |
| THE ARC OF OKLAHOMA | |||||||
| 2516 E 71ST ST A | TULSA | OK | 74136 | NONE | PC | GENERAL PURPOSE | $10,000 |
| R A C E DANCE COMPANY | |||||||
| 11 N LEE AVE | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $5,000 |
| MEALS ON WHEELS | |||||||
| 201 S 6TH STREET | KINGFISHER | OK | 73750 | NONE | PC | GENERAL PURPOSE | $5,000 |
| THE NEIGHBORHOOD ALLIANCE | |||||||
| 1236 NW 36TH STREET | OKLAHOMA CITY | OK | 73118 | NONE | PC | GENERAL PURPOSE | $7,500 |
| OKLAHOMA MOTHER'S MILK BANK | |||||||
| 940 NE 13TH ST GARRISON TOWER 1220 | OKLAHOMA CITY | OK | 73104 | NONE | PC | GENERAL PURPOSE | $25,000 |
| REBUILDING TOGETHER | |||||||
| 945 W WILSHIRE BLVD | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $15,000 |
| OKLAHOMA MESSAGES PROJECT | |||||||
| 1409 NW 150TH ST | EDMOND | OK | 73013 | NONE | PC | GENERAL PURPOSE | $10,000 |
| TYSON'S CHANCE | |||||||
| 353 KENTUCKY ST | SHELBYVILLE | KY | 40065 | NONE | PC | GENERAL PURPOSE | $20,000 |
| OKLAHOMA DENTAL FOUNDATION FOR RESEARCH | |||||||
| 317 NE 13TH STREET | OKLAHOMA CITY | OK | 73104 | NONE | PC | GENERAL PURPOSE | $5,000 |
| BIG BROTHERS BIG SISTERS OF OKLAHOMA | |||||||
| 514 COLCORD DR | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $25,000 |
| DRESS FOR SUCCESS | |||||||
| 133 W MAIN ST 102 | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $25,000 |
| HALO PROJECT INTERNATIONAL FOUNDATION | |||||||
| 401 E MEMORIAL RD | OKLAHOMA CITY | OK | 73114 | NONE | PC | GENERAL PURPOSE | $25,200 |
| OKLAHOMA HEART HOSPITAL | |||||||
| 4200 W MEMORIAL ROAD STE 510 | OKLAHOMA CITY | OK | 73120 | NONE | PC | GENERAL PURPOSE | $25,000 |
| OKLAHOMA WILDLIFE CONSERVATION FOUNDATION | |||||||
| 1801 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73152 | NONE | PC | GENERAL PURPOSE | $25,000 |
| LLS OKLAHOMA | |||||||
| 500 N BROADWAY AVE SUITE 250 | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $25,000 |
| CASA OF OKLAHOMA COUNTY INC | |||||||
| 1608 NORTHWEST EXPY SUITE 101 | OKLAHOMA CITY | OK | 73118 | NONE | PC | GENERAL PURPOSE | $20,000 |
| HEALTH ALLIANCE FOR THE UNINSURED (HAU) | |||||||
| 3000 UNITED FOUNDERS BLVD SUITE 219 | OKLAHOMA CITY | OK | 73112 | NONE | PC | GENERAL PURPOSE | $20,000 |
| HEARTLINE INC | |||||||
| 2401 NW 23RD ST STE 78 | OKLAHOMA CITY | OK | 73107 | NONE | PC | GENERAL PURPOSE | $20,000 |
| MYRIAD GARDENS FOUNDATION | |||||||
| 301 W RENO AVE | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $20,000 |
| THE NATURE CONSERVANCY | |||||||
| 408 NW 7TH ST | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $50,000 |
| PAYNE EDUCATION CENTER | |||||||
| 10404 VINEYARD BLVD SUITE A | OKLAHOMA CITY | OK | 73120 | NONE | PC | GENERAL PURPOSE | $10,000 |
| OKLAHOMA CITY MUSEUM OF ART | |||||||
| 415 COUCH DRIVE | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $50,000 |
| THE DRAGONFLY HOME | |||||||
| PO BOX 94613 | OKLAHOMA CITY | OK | 73143 | NONE | PC | GENERAL PURPOSE | $50,000 |
| OKLAHOMA CITY PHILHARMONIC | |||||||
| 424 COLCORD DRIVE | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $42,500 |
| MAKE-A-WISH FOUNDATION | |||||||
| 1900 NORTHWEST EXPRESSWAY 700 | OKLAHOMA CITY | OK | 73118 | NONE | PC | GENERAL PURPOSE | $35,000 |
| PIVOT - YOUTH SERVICES OF OKLAHOMA COUNTY | |||||||
| 201 NE 50TH ST | OKLAHOMA CITY | OK | 73105 | NONE | PC | GENERAL PURPOSE | $35,000 |
| CATHOLIC CHARITIES ARCHDIOCES OF OKC | |||||||
| 1232 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $30,000 |
| FOOD AND SHELTER INC | |||||||
| 201 REED AVE | NORMAN | OK | 73071 | NONE | PC | GENERAL PURPOSE | $30,000 |
| FREE TO LIVE INCORPORATED | |||||||
| 9150 S WESTERN AVE | GUTHRIE | OK | 73044 | NONE | PC | GENERAL PURPOSE | $30,000 |
| JESUS HOUSE | |||||||
| 1335 W SHERIDAN AVE | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $30,000 |
| OKLAHOMA CITY COMMUNITY COLLEGE FOUN | |||||||
| 7777 S MAY AVE | OKLAHOMA CITY | OK | 73159 | NONE | PC | GENERAL PURPOSE | $30,000 |
| BISHOP MCGUINESS CATHOLIC HIGH SCHOOL | |||||||
| 801 NW 50TH ST | OKLAHOMA CITY | OK | 73118 | NONE | PC | GENERAL PURPOSE | $26,000 |
| ANGELS FOSTER FAMILY | |||||||
| PO BOX 31746 | EDMOND | OK | 73003 | NONE | PC | GENERAL PURPOSE | $25,000 |
| OKLAHOMA CHILDREN'S HOSPITAL OU HEALTH | |||||||
| 1200 CHILDRENS AVE | OKLAHOMA CITY | OK | 73104 | NONE | PC | GENERAL PURPOSE | $1,000,000 |
| UNITED WAY OF CENTRAL OKLAHOMA | |||||||
| 1444 NW 29TH STREET | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $450,000 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||
| 400 S MONROE STREET | STILLWATER | OK | 74074 | NONE | PC | GENERAL PURPOSE | $327,324 |
| FREEDOM CENTER OF OKC | |||||||
| 2609 N MARTIN LUTHER KING AVE | OKLAHOMA CITY | OK | 73111 | NONE | PC | GENERAL PURPOSE | $120,000 |
| HOMELESS ALLIANCE | |||||||
| 1724 NW 4TH ST | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $100,000 |
| HOPE IS ALIVE | |||||||
| 14401 N MAY AVE | OKLAHOMA CITY | OK | 73134 | NONE | PC | GENERAL PURPOSE | $75,000 |
| HEARTS FOR HEARING | |||||||
| 11500 PORTLAND AVE | OKLAHOMA CITY | OK | 73120 | NONE | PC | GENERAL PURPOSE | $60,000 |
| CENTER FOR EMPLOYMENT OPPORTUNITIES | |||||||
| 501 N WALKER AVE STE 160 | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $50,000 |
| CITY RESCUE MISSION INC | |||||||
| 800 W CALIFORNIA AVE | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $50,000 |
| GIRL SCOUTS OF WESTERN OKLAHOMA | |||||||
| 6100 N ROBINSON AVE | OKLAHOMA CITY | OK | 73118 | NONE | PC | GENERAL PURPOSE | $50,000 |
| INFANT CRISIS SERVICES INC | |||||||
| 4224 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73105 | NONE | PC | GENERAL PURPOSE | $50,000 |
| NEXUS EQUINE | |||||||
| PO BOX 54572 | OKLAHOMA CITY | OK | 73154 | NONE | PC | GENERAL PURPOSE | $50,000 |
| PEPPER'S RANCH INC | |||||||
| 3172 PEPPERS RANCH DRIVE | GUTHRIE | OK | 73044 | NONE | PC | GENERAL PURPOSE | $50,000 |
| RESTOREOKC INC | |||||||
| 2222 NE 27TH ST | OKLAHOMA CITY | OK | 73111 | NONE | PC | GENERAL PURPOSE | $50,000 |
| FOUNDATION FOR OKC PUBLIC SCHOOLS | |||||||
| 431 W MAIN ST E | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $50,000 |
| THE SALVATION ARMY OF CENTRAL OKLAHOMA | |||||||
| 1001 N PENNSYLVANIA AVE | OKLAHOMA CITY | OK | 73107 | NONE | PC | GENERAL PURPOSE | $50,000 |
| OKLAHOMA CITY BALLET | |||||||
| 7421 CLASSEN BLVD | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $40,000 |
| MEADOWS CENTER FOR OPPORTUNITY | |||||||
| 1000 S KELLY AVE | EDMOND | OK | 73003 | NONE | PC | GENERAL PURPOSE | $20,000 |
| A NEW LEAF | |||||||
| 2306 S 1ST PL | BROKEN ARROW | OK | 74012 | NONE | PC | GENERAL PURPOSE | $15,000 |
| CANTERBURY CHORAL SOCIETY | |||||||
| 424 COLCORD DRIVE STE D | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $15,000 |
| JIM THORPE ASSOCIATION | |||||||
| 20 S MICKEY MANTLE DR | OKLAHOMA CITY | OK | 73104 | NONE | PC | GENERAL PURPOSE | $15,000 |
| MARY ABBOT CHILDREN'S HOUSE INC | |||||||
| 231 E SYMMES ST | NORMAN | OK | 73069 | NONE | PC | GENERAL PURPOSE | $15,000 |
| RAINBOW FLEET | |||||||
| 1105 NW 45TH ST | OKLAHOMA CITY | OK | 73118 | NONE | PC | GENERAL PURPOSE | $15,000 |
| STAND IN THE GAP | |||||||
| 3939 S HARVARD SUITE 120 | TULSA | OK | 74135 | NONE | PC | GENERAL PURPOSE | $15,000 |
| SKYLINE URBAN MINISTRY | |||||||
| 500 SE 15TH ST | OKLAHOMA CITY | OK | 73129 | NONE | PC | GENERAL PURPOSE | $10,000 |
| BLAZE'S TRIBUTE EQUINE RESCUE INC | |||||||
| 21701 E BRITTON RD | HARRAH | OK | 73045 | NONE | PC | GENERAL PURPOSE | $3,000 |
| NOBLE RESEARCH INSTITUTE | |||||||
| 2510 SAM NOBLE PKWY | ARDMORE | OK | 73401 | NONE | PC | GENERAL PURPOSE | $20,000 |
| OU FOUNDATION INC | |||||||
| 100 W TIMBERDELL RD | NORMAN | OK | 73019 | NONE | PC | GENERAL PURPOSE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,105,924 | 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 | $8,117,452 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,564,440 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| INCOME/(LOSS) FROM PARTNERSHIPS | 14 | -$17,297 |
| MISCELLANEOUS REVENUE | 01 | $11,706 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,676,301 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,676,301 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PREPARATION OF TAX RETURNS | $19,000 | $11,400 | $0 |
| PREPARATION OF FINANCIAL STATEMENTS | $70,300 | $47,975 | $22,325 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE FIXED INCOME | BondNm |
| EOY Book Value | $18,393,011 | EOYBookValueAmt |
| EOYFMV | $17,076,300 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FSP MONUMENT CIRCLE | $212,491 | $212,500 |
| RYMAN HOSPITALITY | $11,295,964 | $45,576,600 |
| VIACOM INC NEW CLASS B | $1,334,466 | $1,616,800 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,678,600 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,512,200 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACL ALT LTD | AT COST | $10,000,000 | $8,302,200 |
| FS CREDIT REIT | AT COST | $6,018,932 | $5,983,800 |
| HUDSON BAY LTD TRCNHE II MS | AT COST | $10,000,000 | $10,699,600 |
| MUTUAL FUNDS | AT COST | $41,424,172 | $40,191,200 |
| NB SELECT OPPS FUND V | AT COST | $9,200,000 | $9,635,200 |
| OTHER EQUITIES | AT COST | $66,633,342 | $70,103,500 |
| OWL ROCK CORE INCOME CORP | AT COST | $4,017,967 | $4,558,300 |
| PARTNERSHIPS | AT COST | $29,776,239 | $33,240,202 |
| REAL ESTATE PARTNERSHIPS | AT COST | $3,844,720 | $4,792,000 |
| TRADING SECURITIES | AT COST | $35,504,850 | $39,631,100 |
| VINTAGE IX B OFFSHORE | AT COST | $529,200 | $602,900 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,742 | $0 | $1,742 |
| OFFICE EXPENSES | $28,798 | $0 | $28,798 |
| COMPUTER EXPENSE | $30 | $0 | $30 |
| OTHER EXPENSES | $2,500 | $0 | $2,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME/(LOSS) FROM PARTNERSHIPS | -$17,297 | $122,099 | -$17,297 |
| MISCELLANEOUS REVENUE | $11,706 | $11,706 | $11,706 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERIES OF PRIOR YEAR GRANTS | Desc |
| Amt | $3,750 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETIREMENT PLAN PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $784 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE FEES | $470,364 | $470,364 | $0 |
| CONSULTING FEES | $47,736 | $47,736 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $21,006 | $5,251 | $15,755 |
| OTHER TAXES | $2,658 | $0 | $2,658 |
| FOREIGN TAXES | $2,149 | $2,149 | $0 |
| EXCISE TAXES | $1,209,667 | $0 | $0 |