ED DARBY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ED DARBY FOUNDATION INC (EIN 46-3570793)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349105817
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T15:06:14-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731479528 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHERINGTON & FIELDS CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8905 S YALE AVE STE 200 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741373553 | 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 | 463570793 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ED DARBY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDDA | BusinessNameControlTxt |
| Phone | 9185822340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 N TOLEDO AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICK MINDEN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9185822340 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUZANNE CAROLLA CPA | PreparerPersonNm |
| PTIN | P00569339 | PTIN |
| Phone | 9184961248 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $20,604,353 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $201,199 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27,894 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,894 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $423,212 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $423,212 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $608,980 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,172,884 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $608,980 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,107 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,107 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,262,392 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,061,193 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $46,725 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,681 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,044 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,648 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,662 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,986 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $83,283 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,283 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,135 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,543 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,092 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,284 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,245 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $180,075 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,208 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $79,367 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,111,710 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,111,710 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,291,785 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,208 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,191,077 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,393 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $960,985 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,130,896 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,394,519 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,394,519 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,099,537 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,806,521 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,209,834 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $15,230,433 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,201,040 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,604,353 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,230,433 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,201,040 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,230,433 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,201,040 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,230,433 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,201,040 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,230,433 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,393 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,201,040 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,201,040 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ML 2773 STCL | P | $762,576 | $857,172 | -$94,596 | -$94,596 |
| ML 2773 LTCG | P | $1,175,978 | $898,249 | $277,729 | $277,729 |
| ML 2775 STCL | P | $217,041 | $228,777 | -$11,736 | -$11,736 |
| ML 2775 LTCG | P | $780,506 | $683,585 | $96,921 | $96,921 |
| SCHWAB LTCG | P | $1,230,075 | $896,121 | $333,954 | $333,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $608,980 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$106,332 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,358 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,358 | SubtotalAmt |
| Tax Based On Investment Income | $13,358 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,935 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $20,935 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,577 | OverpaymentAmt |
| Applied To ES Tax | $7,577 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.EDDARBYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | NICK MINDEN | IndividualWithBooksNm |
| Phone | 9185822340 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 N TOLEDO AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| BONNIE DARBY | ||||||||
| 2854 SOUTH GARY AVE | TULSA | OK | 74114 | CHAIR | 10.00 | $0 | $0 | $0 |
| NICK MINDEN | ||||||||
| 2940 N TOLEDO AVE | TULSA | OK | 74115 | SECRETARY | 4.00 | $0 | $0 | $0 |
| BOB DARBY | ||||||||
| 2854 SOUTH GARY AVE | TULSA | OK | 74114 | DIRECTOR | 6.00 | $0 | $0 | $0 |
| BOBBY DARBY | ||||||||
| 2121 EAST 30TH ST | TULSA | OK | 74114 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| RYAN DARBY | ||||||||
| 2807 SOUTH FLORENCE AVE | TULSA | OK | 74114 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| ALEXANDRA PASCHAL | ||||||||
| 3926 E 99TH PL | TULSA | OK | 74137 | EXEC DIRECTO | 25.00 | $46,725 | $6,648 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,608,867 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,905,879 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,514,746 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $19,514,746 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $292,721 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,222,025 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $961,101 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $961,101 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,358 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,358 | TotalTaxAmt |
| Distributable Before Adj | $947,743 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $947,743 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $947,743 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,191,077 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,191,077 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $947,743 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $325,701 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,191,077 | QualifyingDistributionsAmt |
| Applied To Year1 | $325,701 | AppliedToYear1Amt |
| Applied To Current Year | $865,376 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $82,367 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RYAN DARBY | ContributingManagerNm |
| Contributing Manager | BOBBY DARBY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALEX PASCHAL - ED DARBY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 N TOLEDO AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | ALEX@EDDARBYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | FOR INFORMATION ABOUT HOW TO APPLY FOR A GRANT FROM THE ED DARBY FOUNDATION, GO TO: HTTPS://WWW.EDDARBYFOUNDATION.ORG/GRANTS?RQ=GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT APPLICATIONS ARE REVIEWED QUARTERLY. GO TO THE WEBSITE TO SEE THE UPCOMING DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE ED DARBY FOUNDATION IS SPECIFICALLY FOCUSED ON SUPPORTING EDUCATION AND OPPORTUNITIES FOR STUDENTS IN THE NORTH TULSA COMMUNITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| 100 BLACK MEN | |||||||
| 121 N GREENWOOD AVE | TULSA | OK | 74106 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $2,500 | |
| ALL SOULS PARTNERS IN EDUCATION | |||||||
| 2952 S PEORIA AVE | TULSA | OK | 74114 | PC | PARTNERS IN EDUCATION PROGRAM | $5,500 | |
| FRIENDS OF AMERICAN SONG ARCHIVES | |||||||
| 102 E RECONCILIATION WAY | TULSA | OK | 74103 | PC | SUPPORT OF GUTHRIE & DYLAN ARCHIVES | $20,000 | |
| ARTS AND HUMANITIES COUNCIL | |||||||
| 101 E ARCHER ST | TULSA | OK | 74103 | PC | SUPPORT YOUTH THROUGH THE ARTS | $3,000 | |
| ASSISTANCE LEAGUE | |||||||
| 5350 E 31ST ST | TULSA | OK | 74135 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $25,000 | |
| BIKE CLUBHUMBLE SONS BIKE COMPANY | |||||||
| 1613 W LINCOLN PL | BROKEN ARROW | OK | 74012 | PC | PROVIDE BICYCLES FOR CHILDREN | $30,300 | |
| CAP TULSA | |||||||
| 5330 E 31ST ST 300 | TULSA | OK | 74135 | PC | SUPPORT FOR EARLY CHILDHOOD DEVELOP | $15,000 | |
| CASCIA HALL PREPARATORY SCHOOL | |||||||
| 2520 S YORKTOWN AVE | TULSA | OK | 74114 | PC | PROVIDE SUPPORT TO STUDENTS | $90,000 | |
| CATHOLIC CHARITIES | |||||||
| 2450 N HARVARD AVE | TULSA | OK | 74115 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $15,000 | |
| CELIA CLINTON ELEMENTARY SCHOOL | |||||||
| 1740 N HARVARD AVE | TULSA | OK | 74115 | PC | PROVIDE SUPPORT TO STUDENTS | $3,256 | |
| CLARK YOUTH THEATRE | |||||||
| 4825 S QUAKER AVE | TULSA | OK | 74105 | PC | SUPPORT YOUTH THROUGH THE ARTS | $24,408 | |
| COMMUNITY FOOD BANK OF EASTERN OK | |||||||
| 1304 N KENOSHA AVE | TULSA | OK | 74106 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $100 | |
| DAY CENTER | |||||||
| 415 W ARCHER ST | TULSA | OK | 74103 | PC | PROVIDE SUPPORT TO AID THE HOMELESS | $10,000 | |
| DVIS | |||||||
| 3124 E APACHE ST | TULSA | OK | 74110 | PC | PROVIDE SUPPORT TO WOMEN IN CRISIS | $10,600 | |
| FELICITY MENDEX INTERNATIONAL SCHOO | |||||||
| 2703 N YORKTOWN PL | TULSA | OK | 74110 | PC | PROVIDE SUPPORT TO STUDENTS | $200 | |
| FOOD ON THE MOVE | |||||||
| PO BOX 1626 | TULSA | OK | 74103 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $85,000 | |
| FOUNDATION FOR TULSA SCHOOLS | |||||||
| 3027 S NEW HAVEN AVE | TULSA | OK | 74114 | PC | PROVIDE STUDENT AND FAMILY SUPPORT | $10,200 | |
| FOUNDATION FOR TULSA SCHOOLS | |||||||
| 3027 S NEW HAVEN AVE | TULSA | OK | 74114 | PC | EXPANDED LEARNING NETWORK | $296,405 | |
| GAINING GROUND | |||||||
| 9801 S HOUSTON | JENKS | OK | 74037 | PC | SUPPORT FOR CHILDREN'S LITERACY | $60,100 | |
| GLOBAL GARDENS | |||||||
| PO BOX 52034 | TULSA | OK | 74152 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $64,200 | |
| HARMONY PROJECT | |||||||
| 406 S BOULDER AVE 660 | TULSA | OK | 74103 | PC | SUPPORT FOR YOUTH MUSIC PROGRAMS | $30,000 | |
| LILYFIELD | |||||||
| 2625 N PEORIA AVE | TULSA | OK | 74106 | PC | SUPPORT AT-RISK CHILDREN & YOUTH | $5,000 | |
| MCCLAIN HIGH SCHOOL | |||||||
| 4929 N PEORIA AVE | TULSA | OK | 74126 | PC | PROVIDE SUPPORT TO STUDENTS | $1,164 | |
| MLK COMMEMORATIVE SOCIETY | |||||||
| PO BOX 14025 | TULSA | OK | 74159 | PC | SUPPORT YOUTH DEVELOPMENT PROGRAMS | $2,015 | |
| MODUS | |||||||
| 1519 S HARVARD AVE | TULSA | OK | 74112 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $5,000 | |
| MONROE DEMONSTRATION ACADEMY | |||||||
| 2010 E 48TH ST N | TULSA | OK | 74130 | PC | PROVIDE SUPPORT TO STUDENTS | $20,180 | |
| OK PERFORMING ARTS | |||||||
| 9524 E 81ST ST SUITE B | TULSA | OK | 74133 | ARTS EDUCATION FOR TULSA AREA YOUTH | $6,000 | ||
| OPSRC-TEACHING LEADING INST | |||||||
| 309 NW 13TH ST STE 103 | OKLAHOMA CITY | OK | 73103 | PC | PROFESSIONAL DEVELOPMENT FOR TEACHER | $65,000 | |
| ST JUDE'S | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | PC | SUPPORT OF HEALTHCARE FOR CHILDREN | $100 | |
| SWAT MEET INC | |||||||
| PO BOX 33536 | TULSA | OK | 74153 | PC | SUPPORT CREATIVE DEVELOPMENT OF YOUT | $20,000 | |
| TEACH FOR AMERICA | |||||||
| 3441 E ARCHER ST | TULSA | OK | 74115 | PC | PROVIDE SUPPORT TO TEACHERS | $20,000 | |
| THE OPPORTUNITY PROJECT | |||||||
| 907 S DETROIT SUITE 620 | TULSA | OK | 74120 | PC | SUPPORT YOUTH DEVELOPMENT PROGRAMS | $27,550 | |
| TULSA AREA UNITED WAY | |||||||
| 1430 S BOULDER AVE | TULSA | OK | 74119 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $12,000 | |
| TULSA CHANGEMAKERS | |||||||
| 1151 S ELGIN AVE | TULSA | OK | 74120 | PC | SUPPORT YOUTH DEVELOPMENT PROGRAMS | $23,300 | |
| TULSA DREAM CENTER | |||||||
| 200 W 46TH ST N | TULSA | OK | 74126 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $5,000 | |
| TULSA FAB LAB | |||||||
| 501 S LEWIS AVE | TULSA | OK | 74104 | PC | SUPPORT FOR COMMUNITY INNOVATION | $18,000 | |
| TULSA REGIONAL STEM ALLIANCE | |||||||
| 907 S DETROIT AVE 600 | TULSA | OK | 74120 | PC | SCIENCE BASED YOUTH DEVELOPMENT PROG | $18,335 | |
| TULSA SPCA | |||||||
| 2910 MOHAWK BLVD | TULSA | OK | 74110 | PC | PROVIDE SUPPORT FOR ANIMAL WELFARE | $100 | |
| TULSA STREET SCHOOL | |||||||
| 1135 S YALE AVE | TULSA | OK | 74112 | PC | PROVIDE SUPPORT TO HIGH SCHOOL YOUTH | $10,000 | |
| UNITY LEARNING ACADEMY | |||||||
| 2137 N PITTSBURG AVE | TULSA | OK | 74115 | PC | PROVIDE SUPPORT TO STUDENTS | $22,919 | |
| YMCA-HUTCHERSON FAMILY Y | |||||||
| 1120 E PINE ST | TULSA | OK | 74106 | PC | SUPPORT FAMILY FITNESS | $10,000 | |
| YOUNG PEOPLE OF THE NEXT GENERATION | |||||||
| 5103 E 84TH PL | TULSA | OK | 74137 | PC | PROMOTE POSTSECONDARY EDUCATION | $3,000 | |
| YOUTH AT HEART | |||||||
| 6026 S SHERIDAN RD | TULSA | OK | 74145 | PC | SUPPORT HEALTHY DEVELOPMENT OF YOUTH | $10,000 | |
| CHRISTAIN SANDERS | |||||||
| 5512 N HARTFORD PL | TULSA | OK | 74126 | I | ASSISTANCE TO INDIGENT STUDENT | $1,405 | N/A |
| ESTELA ORTEGA | |||||||
| 2438 N QUEBEC AVE | TULSA | OK | 74115 | I | ASSISTANCE TO INDIGENT STUDENT | $2,336 | N/A |
| MISAEL GONZALES | |||||||
| 6135 N UTICA PL | TULSA | OK | 74130 | I | ASSISTANCE TO INDIGENT STUDENT | $1,082 | N/A |
| LUCINDA RUBLE | |||||||
| 4661 N BOULDER AVE | TULSA | OK | 74126 | I | ASSISTANCE TO INDIGENT STUDENT | $1,455 | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,111,710 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIKE CLUB | ||||||
| 1613 W LINCOLN PL | BROKEN ARROW | OK | 74012 | PC | PROVIDE BICYCLES FOR CHILDREN | $30,000 |
| GAINING GROUND | ||||||
| 9801 S HOUSTON | JENKS | OK | 74037 | PC | SUPPORT FOR CHILDREN'S LITERACY | $80,000 |
| GLOBAL GARDENS | ||||||
| PO BOX 52034 | TULSA | OK | 74152 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $49,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $159,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,894 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $423,212 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $608,980 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PTP - LAZARD LTD 98-043784 | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,107 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,061,193 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,061,193 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| RYAN DARBY | ||||||
| 1 | 2807 S FLORENCE AVE | TULSA | OK | 74114 | $101,289 | Yes (X) |
| BOBBY DARBY | ||||||
| 2 | 2121 E 30TH ST | TULSA | OK | 74114 | $97,058 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES | $101,289 | 2023-12-14 |
| 2 | PUBLICLY TRADED SECURITIES | $97,058 | 2023-12-13 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $12,806,521 | EOYBookValueAmt |
| EOYFMV | $18,209,834 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| EVENTS | $18,634 | $18,634 | |
| FEES | $91 | $91 | |
| INDIVIDUAL GRANTS <1,000 | $10,396 | $10,396 | |
| INSURANCE | $2,566 | $2,566 | |
| MEETINGS | $1,079 | $1,079 | |
| POSTAGE & PRINTING | $393 | $393 | |
| PTP - LAZARD LTD 98-0437848 | $39 | $39 | |
| SUPPLIES | $269 | $269 | |
| TECHNOLOGY | $817 | $817 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PTP - LAZARD LTD 98-0437848 | Desc |
| Revenue And Expenses Per Books | $1,107 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,107 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES CS | $47,173 | $47,173 | |
| INVESTMENT ADVISORY FEES ML | $33,110 | $33,110 | |
| PROFESSIONAL FEES | $3,000 | $3,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $500 | ||
| FOREIGN TAXES ON DIVIDENDS | $5,846 | $5,846 | |
| PAYROLL TAXES | $2,789 | $697 | $2,092 |